Comments
26. November 2021 | 14:06 CET | by Carsten Mainitz
MAS Gold, K+S, Klöckner & Co. - For fans of real assets!
Inflation has certainly not yet reached its peak. The scenario of only a short phase of major losses in purchasing power - according to the position of the central banks - must be doubted anyway. Therefore, forward-looking investors should invest in tangible assets such as stocks, bonds or commodities. Anyone thinking of building up or expanding a commodities portfolio should take a closer look at the following stocks. Who is winning the race?
Read
26. November 2021 | 13:09 CET | by Stefan Feulner
Steinhoff, Defense Metals, Deutsche Bank - Good news
So now it has been presented, the new coalition agreement of the traffic light coalition, consisting of the SPD, FDP and the Greens. Besides the connoisseurs of cannabis, which is to be legalized in Germany, the banking and insurance industry should also be satisfied with the drafting. In addition, one focus of the alliance is on transformation in terms of the energy transition. The plan sounds optimistic, but implementation will be all the more difficult.
Read
26. November 2021 | 13:04 CET | by Fabian Lorenz
Plug Power with a bang - what are Nel and First Hydrogen up to?
Hydrogen shares are in demand again. The basis for the industry is the political will for hydrogen to become a central pillar of the energy transition. It applies to numerous industrialized countries, and Germany's new traffic light coalition will also stick to it. But there is also positive news from the companies in operational terms. Following ThyssenKrupp's plans to float its hydrogen division on the stock market, Plug Power has now reported a major order with charisma. That should also give new impetus to hydrogen shares such as First Hydrogen and Nel.
Read
26. November 2021 | 12:37 CET | by Armin Schulz
Barrick Gold, Sierra Grande Minerals, Yamana Gold - False breakout in gold?
On November 5, it seemed gold had finally broken out of its established triangle in the chart. However, since November 19, the bears have retaken the helm for the time being. Investors, who have otherwise relied on gold for inflation and other hedges, are still reacting hesitantly. One reason is the expansion of the money supply, which is displacing people's fear. Nearly all central banks see inflation as temporary. Another reason is the cryptocurrencies, which are also used as capital protection and thus represent competition. If interest rates rise, that would be a bad sign for gold. If inflation remains, global gold demand could increase, with demand from India and China already picking up. The newly formed uptrend in gold is only broken below USD 1,721.1 on a daily basis, so we currently expect gold prices to rise. We, therefore, analyze three gold companies.
Read
26. November 2021 | 11:28 CET | by André Will-Laudien
The copper sensation continues! Nordex, Nevada Copper, JinkoSolar, Daimler
When it comes to calculating the copper market in the next few years, expert opinions differ. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to approximately 25 million tons by 2030. The main argument for further rising prices remains the global copper shortage because demand continuously exceeds supply, and recycling rates cannot cover industrial stockpiling either. The German copper smelter Aurubis is trading at an all-time high and wants to build a multi-metal plant in the USA. Such news is confirmation of an awakening among investors to allow new mining and processing operations to emerge. There are few new mines in sight at the moment, but there is news from Nevada.
Read
26. November 2021 | 10:39 CET | by Nico Popp
Hochtief, TalkPool, Bilfinger: Real estate shares and the new German government
The coalition agreement of the new German government reads ambitiously and met with a positive response from the real estate industry. Above all, the planned reduction in bureaucracy and digitization should be in the interests of all concerned - after all, analog land registers repeatedly cause errors and delays, which are quickly expensive, especially in construction. But the coalition's plans also include greener construction and stricter regulations on insulation and heating. We present three stocks and explain whether they will benefit or not.
Read
25. November 2021 | 15:19 CET | by André Will-Laudien
Varta, Graphano Energy, BYD, NIO: Who supplies the blockbuster battery?
There is no way around a high-performance battery when benchmarking for those who see electromobility at the forefront. In the last 3 years, there have been no real leaps forward in development. Still, at least power compression in lithium-ion technology achieved a doubling of range and, in parallel, also lowered the previously long charging times. As a result, this has made an electric vehicle suitable for long distances for the first time, even though recharging must be expected in winter due to non-engine services such as heating. But technological development continues, new materials are being tested, and one day it will be available - the super battery. We look at some industry players.
Read
25. November 2021 | 14:31 CET | by Stefan Feulner
BASF, Osino Resources, Standard Lithium - Why does nobody believe it?
Since inflation rates have been growing, central banks have placated that price increases would only be temporary and would level off next year due to the recovery after the Corona lockdowns. Therefore, an interest rate hike is far from an issue; only the pumping of unlimited money into the capital market is to be slowed down to a snail's pace. If the high inflation rates prove permanent, only one thing will help - the flight into gold.
Read
25. November 2021 | 13:42 CET | by Stefan Feulner
XPeng, Meta Materials, Aixtron - Welcome to the Metaverse
Sound fundamental analysis is essential to be successful in the stock market in the long term; at least, this was the basic rule before the Reddit hype about GameStop & Co. The news that Facebook wants to reinvent itself under the name "Meta" prompted investors to buy shares in the Company of the same name. The Company is quite promising and has great potential in the long term due to the development of new materials for 5G, photovoltaics and consumer electronics. From our side, "Congratulations, dear Meta shareholders."
Read
25. November 2021 | 12:58 CET | by André Will-Laudien
Nel ASA, Enapter, Plug Power, ThyssenKrupp - Hydrogen now or never!
It sounds crazy, yet we have arrived at the times when billionaires ask social platforms if they can flog a part of their shares to flush some money into the empty state coffers. In an age of powerful wealth shifts in favor of stock owners, this is perhaps legitimate, or nice, as it is sometimes referred to in the press. But appearances are deceptive. Behind a generally formulated question about whether one should sell shares lies the precise calculation of shifting blame if the announced sale causes a significant price loss. What then happens is a self-fulfilling prophecy with one small difference: the intention to sell was previously legitimized, so to speak, by public vote.
Read
25. November 2021 | 12:44 CET | by Fabian Lorenz
BioNTech, Valneva, Cardiol Therapeutics: Vaccination boosters also share boosters?
The Corona pandemic has been with us all for a good 18 months now, and there is no end in sight. While the industrialized countries are boosting their vaccines, large parts of the world's population have still not been vaccinated for the first time. That means that shares of manufacturers of vaccines or drugs against COVID-19 will continue to be the focus of investors. Driven by the booster and mandatory vaccination discussions, BioNTech has left the correction behind, and the share is marching towards EUR 300. Drug developer Cardiol Therapeutics should now pick up again after the successful capital increase. In any event, analysts see price potential. Vaccine developer Valneva benefits from the EU order but has not yet recovered from Tuesday's "flash crash".
Read
25. November 2021 | 11:46 CET | by Nico Popp
BB Biotech, Sativa Wellness, Carnival: Anti-aging as a megatrend
Anti-aging medicine is one of the most exciting research topics of our time. Already in 2018, Citigroup named the field as one of the ten rising topics of the future. While the pandemic has obscured many long-term ventures in the media, the work continues. People have long been optimizing and working to feel at least a little younger. We present three stocks related to biotechnology, anti-aging and wellness.
Read
25. November 2021 | 10:21 CET | by Carsten Mainitz
wallstreet:online, flatexDEGIRO, Commerzbank - Here are the winners for 2022!
Low interest rates and high inflation are creating strong demand for equities. Even if uncertainties about upcoming interest rate increases and the fourth Corona wave prevail, the stock market lights continue to be green. Possible price setbacks represent good entry possibilities. The following three stocks offer good opportunities.
Read
24. November 2021 | 14:07 CET | by André Will-Laudien
Bitcoin Group, CoinAnalyst, SAP, TeamViewer - The next rockets are launching now!
Currently, the volatility in certain market segments is hard to beat. The DAX reached its preliminary high of over 16,300 points; yesterday, it fell below 16,000 again within one trading day. Bitcoin also made true leaps up to USD 67,000 and later back down to USD 56,000. Since the central banks had to admit to a certain inflation potential, market participants have been considering the right investment vehicle for a permanent rise in prices. Is it still the stock markets, or shouldn't long-term interest rates also slowly gain momentum? Here, there has been a zero return for a good 5 years, and in real terms today, there is even a whopping minus interest rate of over 4%. So if you are hoarding money, you are bound to lose without adding anything. We look at stocks with upside potential.
Read
24. November 2021 | 13:25 CET | by Carsten Mainitz
Clean Logistics, Ballard Power Systems, Nel ASA - Hydrogen shows its strengths in logistics!
It may seem as though the race for drive concepts of the future has been decided, and the e-drive in combination with battery storage has prevailed. However, in the area of transport logistics, the last word does not seem to have been spoken yet. Prominent examples here include the new cooperative concepts of Nikola and Bosch in fuel cell development or the cooperation between TotalEnergies and Renault in the area of small delivery vehicles. The following companies are also likely to benefit significantly from further advances in hydrogen technology.
Read
24. November 2021 | 13:05 CET | by Armin Schulz
Gazprom, Tembo Gold, Nvidia - Inflation and rare goods
Inflation has jumped not only in the USA but also in Germany. With an inflation rate of 4.5% in October, we now have the highest value in Germany in almost three decades. One driver of monetary devaluation is the cost of energy, which has become significantly more expensive, especially in the past year. While the oil price was still in negative territory at the beginning of the pandemic, it was recently quoted above USD 80. The chip shortage can be observed in the automotive industry, but graphics cards are also rare and are traded at a significant premium to the recommended retail price. Graphics cards are used for mining cryptocurrencies. It seems that bitcoin is increasingly becoming a value protection asset and competes with gold, the number one inflation protection.
Read
24. November 2021 | 12:41 CET | by Nico Popp
BioNTech, Defence Therapeutics, Novavax: Another step towards vaccination against cancer
In Portugal and Spain, vaccination rates are higher than in Germany. There are various discussions about the reasons for this. One argument is the fact that infant mortality was high in both countries for a long time. Those who still vividly remember the stories of dead or lifelong damaged infants are less likely to think twice when the doctor calls for vaccination. The recent experience with BioNTech and other vaccines could also give a new boost to the willingness to vaccinate. It is, therefore, quite fitting that vaccines against many different diseases are now emerging on the market.
Read
24. November 2021 | 11:28 CET | by Stefan Feulner
SMA Solar, Royal Helium, RWE - Beware of inflation
One can almost no longer hear this topic. In addition to the rising numbers of infections due to the fourth wave in the midst of the Corona pandemic and the escalating discussions about compulsory vaccination, the scarcity of raw materials and supplies is the central issue of our time. How long before the chip crisis in the automotive industry ends, can Apple produce enough smartphones so that we can put them under the Christmas tree for our loved ones, which, by the way, is also likely to be more expensive this year than last season. Scarcity will continue to accompany society in the coming years, be prepared for it.
Read
24. November 2021 | 10:13 CET | by Stefan Feulner
Nordex, Kodiak Copper, Xiaomi - Long-term trend
The current copper chart could have been copied from the textbook "Technical Analysis of Financial Markets" written by John J. Murphy. After a ten-year high at USD 10,720.15, the red metal corrected to the support zone at around USD 8,800. After several months of sideways movement, it is now heading north again. Once the USD 9,700 mark has been overcome, a new attempt to reach the five-digit range should only be a matter of time. Copper is in demand as never before and will remain so in the coming years.
Read
23. November 2021 | 13:02 CET | by Stefan Feulner
BYD, Noram Lithium, Siemens Energy - Door to door with Elon
Business in the electric car industry is booming, and development is fueled by the even tighter targets set by politicians at the recent World Climate Conference in Glasgow. The transformation away from coal, oil and natural gas to battery-powered vehicles is creating an enormous demand for raw materials over the next few years. In addition to copper, which due to its nature, is existential for climate change, lithium for electricity storage is a crucial element for the future of battery-powered automobiles.
Read
23. November 2021 | 12:22 CET | by André Will-Laudien
Rivian Automotive, BrainChip, Infineon, Nvidia - These are jumps à la Tesla!
It looks like technology investors are moving into the all-in phase. Certain industries are likely expected to grow indefinitely, and this is especially true for e-mobility, lithium, hydrogen, and most recently, the chip industry. Despite all understanding for the improved prospects due to the omnipresent shortage and the political closing of ranks in favor of climate-friendly technologies, does this mean that one has to pay price-turnover ratios of 100 or even 1000 on the stock exchange? The new automotive stock Rivian had a valuation of over USD 150 billion right at the start of the stock market and had not yet sold a single car. In the year 2000, it was also thought that sales and profits could not be a benchmark for share price performance.
Read
23. November 2021 | 11:19 CET | by Nico Popp
Bayer, Ayurcann Holdings, Valneva: Three shares, three decisions
The pandemic is dominating the headlines again. For months, investors and the economy believed that lockdowns would never happen again - after all, we had the vaccine. But now Saxony and Bavaria are back on lockdown course. The laws of mathematics suggest that soon other German states will also have to tighten the reins - with all the negative consequences. Shares in the healthcare sector receive special attention in such market phases. We present three representatives.
Read
23. November 2021 | 10:12 CET | by Nico Popp
Nordex, Memiontec, JinkoSolar: Where sustainable returns await
The motto "After me, the deluge" has had its day. Today, industrial companies have to take responsibility for their actions. That includes cleaning up pollution and offsetting CO2 emissions from production. Hence the trade in emission rights. It is also favorable for a company's image if it is sustainable and communicates this to its customers. We present three stocks that can score points with sustainability.
Read
22. November 2021 | 12:50 CET | by Nico Popp
Amazon, Desert Gold, Deutsche Telekom: First movers are rewarded
Is it Christmas again? History is currently repeating itself: incidences are rising, Austria is going into lockdown, and German investors are gearing up for a form of contemplation that no one had expected after the vaccination successes in the summer. But life with a home office and delivery services also has advantages for passionate investors: There is plenty of time to take care of one's finances. Investors can profit since the market does not yet attach much importance to the dangers of inflation and the major central banks' ignorance of inflation. We present three stocks for long home office days.
Read
22. November 2021 | 11:45 CET | by Armin Schulz
Alibaba, Troilus Gold, Secunet Security Networks - New highs after setbacks?
Inflation is growing. There are supply chain problems, and also, the Corona numbers are rising in many countries. Surprisingly, almost all indices are trading near their highs. Of course, this is not true for some stocks, as there are always companies that fail to meet analysts' lofty expectations. In these cases, the price of the shares often fall. Another possibility is capital increases, which dilute investors' shares and thus cause a setback. Such opportunities are sometimes favorable to find an entry into a stock. In this regard, we analyze three companies today.
Read
22. November 2021 | 10:17 CET | by André Will-Laudien
TeamViewer, Aspermont, Palantir - Lockdown ahead: Corona drives the online world!
The stock markets reached new highs again last week. The inclined observer is starting to wonder what is always celebrated here from one week to the next? Governments are again imposing different measures to combat the pandemic. Even the lockdown is becoming socially acceptable again due to the standards in Austria. Many had hoped that the vaccinations would have given us a better winter than last year. However, due to historical infection figures in Germany, this does not seem to be the case. Anyone who still believes in a flourishing economy here must have strong nerves. We are looking at a few companies that can continue to grow strongly despite the pandemic.
Read
19. November 2021 | 13:13 CET | by Carsten Mainitz
Sativa Wellness Group, Aurora Cannabis, TUI - Rising consumer spending on wellness and travel
According to Statista, the health and wellness market is worth around EUR 105 billion. More than USD 900 billion is spent annually worldwide on beauty and antiaging alone. Spending on travel is also increasing significantly after a sharp drop in the wake of the Corona pandemic. Reason enough to take a look at three stocks of industry representatives. Who is making the running?
Read
19. November 2021 | 12:15 CET | by Stefan Feulner
Moderna, Tembo Gold, Nvidia - Running!
The Corona pandemic is currently experiencing its peak in terms of infection numbers in its fourth wave. Thanks to booster shots and the soon to be approved vaccine for children, vaccine manufacturers are profiting. As a result of the torn supply chains and the semiconductor crisis, chip manufacturers are posting record results due to sharply increased prices. Inflation combined with the current low interest rate environment is, in turn, fodder for gold companies. Profit from this cycle.
Read
19. November 2021 | 12:05 CET | by André Will-Laudien
Alibaba, TalkPool AG, Baidu, Tencent - Brutal sell-off, what is next here?
The sell-off of Chinese tech giants is now entering the next round. This time it is not the regulator but a cautious outlook for the future. Alibaba's share price felt the negative sentiment yesterday and is firmly back in the grip of the bears after an interim recovery of over 30% since summer. The NASDAQ has been unimpressed with Chinese company forecasts for weeks, sending its own growth stocks from high to high. We take a look at the dynamic sector.
Read
19. November 2021 | 11:21 CET | by Armin Schulz
Valneva, Cardiol Therapeutics, Novavax - Is the Corona emergency brake coming?
Today, the Robert Koch Institute reported 65,371 new infections, a new sad record. In Berlin, politicians are currently discussing how to proceed. Abolishing the free tests to increase the pressure on the unvaccinated has proven wrong in retrospect. The fact that booster vaccinations might be necessary was also not considered when the vaccination centers were closed. Now the first state is discussing the next lockdown. If the numbers continue to rise, the emergency brake will be pulled in Berlin sooner or later. In parts of Austria, it is already a reality. We take a look at three possible winners of a lockdown.
Read
19. November 2021 | 10:55 CET | by Nico Popp
NEL, Enapter, Plug Power: Where does the music play for hydrogen?
Hydrogen is an essential pillar of the climate turnaround - after all, hydrogen as an energy carrier releases no CO2 and can be produced using renewable energy. But the technology is only just taking off. Such early phases are characterized by volatility and lean periods on the market. But those who believe in hydrogen for the long term can seize opportunities right now - after all, many shares are trading well below their peak prices. We present three stocks.
Read
18. November 2021 | 13:52 CET | by André Will-Laudien
Standard Lithium, Prospect Ridge Resources, American Lithium - Up, up and away!
The battery metal lithium is again on everyone's lips. The starting point in 2021 was once again the political closing of ranks after the German elections. The proponents of quick action in favor of the climate predominantly focus on electromobility, increasing the pressure, especially in the battery industry. The perfect battery has not yet been developed. The market is betting on a continuation of lithium-ion technology in the absence of alternatives. Another trend has just emerged in recent days. The precious metal shares are set to jump! No wonder because the inflation figures are taking on a momentum of their own, which the FED, in particular, has probably vastly underestimated.
Read
18. November 2021 | 13:40 CET | by Stefan Feulner
Siemens Healthineers, Troilus Gold, TeamViewer - All is set
The stock markets continue to run upwards. Germany's leading index, the DAX 40, once again marked a new all-time high of over 16,250 points. Even though minor corrections are normal, market experts expect the next target to be in the area of 17,400 points. The chart picture on the gold market has also changed positively. Should the USD 1,900 per ounce mark be cracked, the precious metal is about to storm the old highs.
Read
18. November 2021 | 13:23 CET | by Nico Popp
Commerzbank, BIGG Digital Assets, PayPal: Where it's all about crypto
Especially in dynamic business fields like finance, the better ideas can be worth their weight in gold. Finance has been turning itself inside out for years. First, it only became more digital; today, decentralized technologies such as blockchain ensure that processes become faster, simpler and more secure - and can be automated. On the one hand, this reduces costs and opens up massive potential on the other. We remember: In industry history, automation has already caused a boom and new global corporations. If investments or trading in tangible assets are also automated in the future, the potential is enormous. We present three shares related to this topic.
Read
18. November 2021 | 12:07 CET | by Nico Popp
RWE, Nordex, Water Ways, JinkoSolar: These shares are just starting to blossom
Sustainability pays off! Even utility RWE believes that the EUR 50 billion the Company plans to invest in transforming its corporate structure is capital well spent and expects profit increases of up to 10% annually in the course of the measures. Since operating sites also determine whether a company's sustainability account is in the green or not, photovoltaic suppliers are also likely to benefit from climate change. Industrial companies will also fare better in the long term with renewable energy - companies like Nordex are already looking forward to it. This article explains where opportunities are waiting around climate change and whether there are still niches that have received little attention from the market.
Read
18. November 2021 | 11:39 CET | by Nico Popp
Trucks and hydrogen as a billion-dollar business: Daimler, Clean Logistics, Nikola
Hydrogen was the hot topic last fall: shares like NEL kept climbing. But then came the disillusionment: Alongside Tesla and BYD, more and more traditional carmakers also switched to electric cars with batteries. Hydrogen shares collapsed. But this does not mean that the technology is out of the picture. The energy carrier remains a beacon of hope for ships, trucks and even aircraft. Just recently, a German company even put a hydrogen bus on the road. We explain what hydrogen means for commercial vehicles and how investors can profit, using three shares as examples.
Read
18. November 2021 | 10:50 CET | by Fabian Lorenz
Nel, ITM Power, dynaCERT: Hydrogen shares unstoppable
Since the beginning of October, hydrogen stocks have been celebrating a terrific comeback. The sector has clearly left behind the strong correction since February 2021. Even the climate conference without concrete results cannot stop the rally. Even the steel and industrial group Thyssenkrupp is reportedly toying with the idea of listing its hydrogen electrolyzer business on the stock market. Because one thing is clear: More and more countries are relying on hydrogen for a successful energy turnaround. In Europe alone, electrolysis capacities for "green hydrogen" are to be multiplied to 40 gigawatts by 2030. The US investment bank Jefferies is correspondingly optimistic about the potential of hydrogen companies. The market will continue to grow significantly. The analysts' favorite is ITM Power, but Nel is also recommended. The same could soon apply to dynaCERT.
Read
17. November 2021 | 14:03 CET | by Nico Popp
Airbus, Kleos Space, Secunet Security Networks: Where analysts see 600% returns
Data is the raw material of the 21st century. Almost everyone has read this sentence at least once. But what is the truth behind the mantra of tech-savvy journalists and visionaries? The fact is that today, thanks to sensors and satellites, we can collect data both below and above ground. In mining, for example, sensors ensure that problems in the mine are detected early on, and productivity can be kept high. In the atmosphere and space, aircraft and satellites collect a wide range of data on weather and activities on Earth. This data flows into climate research, border protection or the fight against smugglers. We present three companies that are taking innovative approaches to the raw material of the 21st century.
Read
17. November 2021 | 13:11 CET | by Nico Popp
Barrick Gold, Triumph Gold, Newmont: Here is what matters for Barrick and Co.
The gold price has recovered in recent weeks. The increasingly strong inflationary pressure and the growing nervousness of professional market participants, such as banks, which see increasing pressure on monetary guardians to act in the fight against inflation, may have attracted some investors' attention to the precious metal again. But how can investors invest? Physical holdings involve incidental purchase costs and require a safe deposit box - bank safe deposit boxes are already in short supply at present. Financial products, such as ETCs, are more paper than precious metal and are certainly not suitable for crisis protection in the worst case. That leaves equities. We present three stocks.
Read
17. November 2021 | 12:40 CET | by André Will-Laudien
Leoni, Sierra Grande Minerals, Varta, Nordex - Critical raw materials, skyrocketing prices!
According to the active suggestions of many climate protectionists, we are all best off riding bicycles. Because the climate measures, in particular the CO2 taxes, will soon make movement with fossil fuels impossible. In October, the E10 fuel price reached the EUR 2.00 mark at some filling stations. As a result, 80% of the gasoline price target formulated by the Greens in the 1990s of 5 D-Marks has been achieved. Calculated on the oil price, a liter of refined fuel would only cost about EUR 0.60; the rest is made up of duties and taxes, as is well known. Interestingly, in the Federal Audit Office records, it is precisely the political climate protection protagonists who stand out with an impressive number of car trips and air miles. It seems that only some people are supposed to restrict themselves, while other more privileged groups enjoy a free ride. Is this the future of individual mobility?
Read
17. November 2021 | 12:06 CET | by Carsten Mainitz
Deutsche Telekom, Silver Viper, First Majestic Silver - Boost from Green Deal
The reins on achieving climate targets were tightened in the past two weeks at the COP26 World Climate Conference in Glasgow. For the first time, coal and other fossil fuels were declared phased out in a COP decision. As a result of the Green Deal with the conversion of the economy to renewable energy sources, demand for the industrial metal silver is expected to increase enormously in the coming years. Experts expect demand to grow by over 80% by 2030.
Read
17. November 2021 | 11:13 CET | by Stefan Feulner
ThyssenKrupp, Memiontec, Everfuel - Everything is connected
If you take a closer look at the results of the COP26 World Climate Conference in Glasgow, you get the feeling that the world has moved a little closer together in terms of climate protection. However, it is 5 to 12 to reach the 1.5-degree global warming target. The consequences of failure are dramatic. Climate change is leading to less water and poorer water quality. Globally, 2.2 billion people currently lack access to safe drinking water. The rising trend is alarming.
Read
17. November 2021 | 10:21 CET | by Armin Schulz
TeamViewer, Aspermont, TUI - Three turnaround candidates in check
If you still want to find favorable shares in today's market, you have to look for turnaround candidates. These companies are basically in a particular situation, which often leads to poor business figures. In some cases, business activities are questioned, and a restructuring concept is developed to guide the Company out of the crisis. If this succeeds, high profits beckon to investors. However, one should not reach for falling knives too early. Today, we analyze three companies where the turnaround could be imminent.
Read
16. November 2021 | 13:28 CET | by Carsten Mainitz
Orocobre, Manganese X Energy, First Cobalt - Indispensable companies for the energy turnaround
The 21st century will go down in history as the "electric century." While the 19th century was dominated by the steam engine and the 20th century by internal combustion engines, the climatic changes that we have helped to cause by burning fossil fuels are forcing us to rethink. Among other things, the focus is on the efficient storage of electrical energy produced without emissions. According to current research, certain raw materials will be indispensable for this purpose, including lithium, manganese and cobalt in addition to copper, silver and gold.
Read
16. November 2021 | 12:58 CET | by Stefan Feulner
Nordex, Saturn Oil + Gas, TotalEnergies - Good numbers, bad numbers
While the third-quarter figures of many companies in the renewable energies sector were disappointing, oil companies were able to profit from rising oil and natural gas prices. Even though the recently concluded World Climate Conference resolved to move away from fossil fuels, experts believe that oil demand is likely to continue, if not increase, in the coming decade.
Read
16. November 2021 | 12:56 CET | by Fabian Lorenz
Climate conference ends: Nel, Plug Power and Defense Metals continue with momentum
After two weeks, the climate conference in Glasgow has come to an end. The results are manageable. Although coal and other fossil fuels were declared to be phased out for the first time, the wording was watered down several times. For example, it was only possible to agree on a call that the use of coal-fired power plants without CO2 capture should be "gradually reduced". But even without concrete resolutions, one thing is sure: the energy turnaround is in full swing, and investor darlings Nel and Plug Power are again stepping on the gas. Defense Metals could be due for a reassessment after the completion of drilling.
Read
16. November 2021 | 11:56 CET | by Nico Popp
Varta, Nevada Copper, BYD: Fast 100% with this future trend?
What does the future look like in German inner cities? If we take a survey of Hamburg residents as a blueprint, a lot will likely change in our cities very soon. Hamburgers would prefer to see their city centers car-free and promote electromobility even more strongly. So far, it is primarily city dwellers who are leaning toward the future. But as soon as e-cars paired with autonomous driving bring the surrounding areas closer to the centers, rural residents are also likely to renounce their diesel quickly. Don't believe it? Then let us convince you and find out how you can invest in tomorrow's trends today.
Read
16. November 2021 | 11:34 CET | by André Will-Laudien
Barrick, Barsele Minerals, Agnico Eagle, Yamana - Trading the gold explosion to USD 2,500!
Minneapolis Fed President Neel Kashkari announced last weekend that high inflation could persist in the coming months, and yet the Fed should not overreact; after all, inflation will pass again. As you can see, central bankers on both sides of the Atlantic never tire of repeating this thesis to us investors. One tends to listen carefully because the same monetary watchdogs tried to conjure up a "wishful inflation" of over 2% a few years ago. A stage goal has certainly been reached with a 4% increase in price! What is the future for precious metals in this environment?
Read
16. November 2021 | 10:02 CET | by Nico Popp
Deutsche Telekom, MAS Gold, K+S: An insider tip against inflation
The latest trends are usually first seen abroad and then gradually spill over into the German-speaking world. Examples include delivery services, co-working spaces and Uber. One trend that German savers, in particular, can do without is inflation. But here, too, everything looks as if Europe is emulating the USA. While the US has already been hit hard by inflation, with inflation hovering around 6% in recent months, the figures in Europe are lower. But in a globalized world, it is only a matter of time before inflation rises here too. We present three stocks that investors think of when it comes to inflation protection.
Read
15. November 2021 | 13:11 CET | by Nico Popp
Volkswagen, Graphano Energy, Varta: Graphite as the new e-car hype?
The mobility revolution is turning the economy upside down. Where steel and components for classic transmissions once dominated, the future raw materials, such as lithium, rare earths and graphite, are now being used. We highlight the tidal shift in the automotive industry and present companies that could benefit from it.
Read
15. November 2021 | 12:11 CET | by André Will-Laudien
Bitcoin Group, wallstreet:online AG, Palantir - How to handle inflation?
The highest inflation since 1990 has sent the gold price soaring. The Bitcoin (BTC) was also able to profit enormously from this. The cryptocurrency is proving to be not only a safe haven but also a hedge against inflation. And many in the crypto community believe that bitcoin can continue to benefit from sky-high inflation. But beware: volatility in BTC is enormous. Central banks, which are supposed to be proactive, are arguably a bit behind the curve in the fight against inflation. After all, it is now not just the prices of certain categories that are rising due to the opening up of economies or supply chain problems, but prices are now rising across the board. Inflation is hitting asset prices the hardest; it is called "asset inflation." Which values are going up with it?
Read
15. November 2021 | 11:31 CET | by Armin Schulz
Infineon, Almonty Industries, K+S - Profiting from supply bottlenecks
It is not only the printing presses of the central banks that are causing inflation in the USA and Europe but also the supply bottlenecks in more and more sectors. The chip shortage has been known for some time, but there is already a shortage of raw materials such as steel, cement, copper, nickel, tungsten, and even fertilizers. The infrastructure package of the USA, which was passed a good week ago, contributes its part to this. In addition to the existing packages, another USD 550 billion package will further fuel demand in the commodities mentioned above. The beneficiaries will be the producers, three of which we take a closer look at today.
Read
15. November 2021 | 10:50 CET | by Stefan Feulner
Valneva, XPhyto, NanoRepro - Here we go again
Although around 67.4% of the population in Germany is already fully vaccinated, the infection figures are rising to unprecedented heights. The fourth wave with the highly contagious Delta variant is rolling across the republic. This development must be stopped as quickly as possible. In addition to booster vaccinations, politicians are therefore reintroducing citizen testing as a tool against the spread. For diagnostics companies and providers of rapid tests, this means a boom and further increases in earnings, likely to be reflected in stock market valuations in the near future.
Read
12. November 2021 | 13:52 CET | by André Will-Laudien
NEL, dynaCERT, FuelCell Energy, Plug Power - How far will the hydrogen wave carry us?
The average temperature on Earth should rise by no more than 1.5 degrees Celsius over the next few decades. 190 countries agreed on this target in Paris in 2015. Since then, there have been four further world climate conferences. The fifth is now underway in Glasgow, Scotland, and is scheduled to end today, Nov. 12. It is not only the EU that is tightening its climate targets - around the globe, more and more countries are decarbonizing their economies. The topic of hydrogen is a rainmaker in this context. Here the question arises, when will it really start? According to the World Energy Council (WEC) analysis, at least 20 countries accounting for almost half of global economic output have already adopted a national hydrogen strategy or are at least close to doing so. We take a look at well-known protagonists.
Read
12. November 2021 | 12:46 CET | by Carsten Mainitz
Kinross Gold, Troilus Gold, Endeavour Silver - US inflation boosts gold price
6.2% p.a. - The highest inflation figures for more than 30 years in the US has again prompted investors to stock up on the crisis currency gold. With a price of more than USD 1,860 per fine ounce, the 200-day moving average was overcome, and thus a significant mark was broken. How the gold price will continue will be decided not least by the upcoming publication of the consumer confidence index, inflation expectations and the reaction of the FED. However, one thing is certain: mining stocks can only benefit from the positive gold price development.
Read
12. November 2021 | 11:57 CET | by Nico Popp
BASF, Royal Helium, Linde: This market is at the very beginning
Industrial gases are in demand - and expensive. Even gases such as Helium are not immune to price increases. Chemical giant BASF calls the noble gas valuable in a press release and, together with Linde, presented a process that can be used to extract Helium from natural gas production. In other regions, the extraction of Helium, which is used in medical devices and chip production, even succeeds independently of by-products - given the long-term dwindling production of fossil fuels, this is becoming increasingly important. We present three stocks.
Read
12. November 2021 | 11:19 CET | by Stefan Feulner
Siemens, BIGG Digital Assets, K+S - The profiteers of inflation
Due to bottlenecks in supply chains and rising commodity and energy prices, consumer prices in the United States grew by a whopping 6.2% compared to October 2020, the highest level since the early 1990s. The medium-term goal of central bankers led by FED Chairman Jerome Powell is 2% inflation. But to achieve this goal, they would have to abandon the ultra-loose monetary policy and start raising interest rates. However, they are not taking this step because they believe that inflation is only temporary. The profiteers from this defensive behavior are equities, cryptocurrencies and precious metals.
Read
12. November 2021 | 10:29 CET | by Armin Schulz
Barrick Gold, Barsele Minerals, Newmont - Inflation protection for own assets
Inflation in the USA continues to rise. While in September it was already 5.4%, in October it reached 6.2%. This figure surprised even the pessimistic experts, who had assumed only 5.8%. The reasons given are energy prices and supply bottlenecks. In Germany, the situation is not much better. The inflation rate was most recently 4.5%. It is said that this inflation is only temporarily so high. But already since Mr. Draghi, it should be clear that the central banks welcome inflation because, in this way, one can let the printing press run longer. As an investor, you should protect your money. Demand for physical gold rose 18% in the third quarter. Alternatively, one can invest in gold companies, of which we analyze three.
Read
11. November 2021 | 14:42 CET | by Stefan Feulner
PayPal, wallstreet:online, Palantir - Flying too high
The reporting season for the third quarter is coming to an end. Currently, mainly the technology companies are reporting on the completed quarter. Although many of them achieve their internal targets and analysts' forecasts, market participants react with share price losses due to the excessive valuations that have been in place for months. Due to the relatively weaker second quarter, most online brokers are already at the end of their correction phase and could start a new wave upwards as the stock market continues to boom.
Read
11. November 2021 | 13:58 CET | by Carsten Mainitz
Yamana Gold, Tembo Gold, First Majestic Silver - Three top opportunities in mining shares
In recent months, the erratic ups and downs of the gold price have left their mark on the shares of gold explorers and producers. However, it has to be said that large caps have weathered the phase much better than small and micro caps. The moderate company valuations of these three companies offer opportunities.
Read
11. November 2021 | 13:42 CET | by André Will-Laudien
MAS Gold, Deutsche Bank, Commerzbank - Gold, Silver, Inflation - The explosive mixture!
The inflation figure is causing gold and silver to explode! The inflation rate in the USA has risen to 6.2% - this is the highest level in more than 30 years. The extreme inflation is due to the ongoing price-driving factors of the Corona pandemic. Gold took this figure as an opportunity to overcome its technical resistance at around USD 1,831. At the peak, the precious metal rose yesterday to just under USD 1,870. Silver followed on fast foot and reached an increase of a sound 3.1% to over USD 25. A flash in the pan or a trend reversal, we examine the environment a bit more closely.
Read
11. November 2021 | 13:02 CET | by Fabian Lorenz
Bayer, TUI, Sativa Wellness: Figures move share prices
The reporting season is drawing to a close. Overall, most companies have been convincing, and the stock markets have been very friendly in recent weeks. Bayer published positive quarterly figures, raised its forecast for the full year and thus convinced the analysts from DZ Bank. Sativa Wellness benefits from the boom around cannabis and CBD. The still-new boom is growing strongly and is already in the black. At TUI, the operating figures play less of a role. The development of the Corona figures and, thus, possible travel restrictions in the coming winter are more critical. Read more about all three shares here.
Read
11. November 2021 | 11:36 CET | by Nico Popp
Nordex, Defense Metals, American Lithium: USA pushes lithium market - will rare earths follow?
The run on lithium has caused a furor on the stock market in recent weeks. Almost all companies with "lithium" in their names have made significant gains. The background to this is the governments' e-car offensive and a lot of government funding and subsidies for battery technology. The lithium required is held mainly in the ground by smaller companies. Investors who missed out on this wave may be wondering where the music will play next. To find out, one only has to spin the e-car story further: As Tesla, BYD or even VW's green runabouts are preferred to be charged with green electricity, rare earths could soon experience a similar hype. We present shares around the hype topics of e-mobility and the energy transition.
Read
11. November 2021 | 11:34 CET | by Nico Popp
Rock Tech Lithium, Noram Lithium, JinkoSolar: Investing in Tesla's neighbors
Electromobility and renewable energies are the hot topics of the moment. Only yesterday, the Tesla rival Rivian made a brilliant stock market debut. VW, too, announced that it wants to make even greater inroads in the field of electromobility. All these plans create a market worth billions for the automotive suppliers of tomorrow. At the same time, governments are doing everything they can to support the new lithium and battery supplier industry, creating significant opportunities for investors. We highlight two lithium stocks and look at a company that is winning the fuel of the future.
Read
11. November 2021 | 10:21 CET | by Stefan Feulner
Mastercard, CoinAnalyst, Coinbase - Open to the top
With a new high of over USD 68,000, the path is clear for the largest currency in crypto trading, Bitcoin. Industry experts are already predicting prices in the six-figure range. Cryptocurrencies are reaching the mainstream. More and more companies are offering the virtual gold as a means of payment. In addition, new start-ups are springing up like mushrooms to take advantage of the momentum. In this context, the new, digital business models offer a great opportunity to participate in the trend towards virtual money.
Read
10. November 2021 | 14:09 CET | by Nico Popp
BYD, Silver Viper, Varta: Is the discount battle for e-cars coming?
Experts, influencers and visionaries often hand out advance praise for years, but new technology often does not make it beyond the hip neighborhoods of Hamburg, Berlin or Munich. It is a different story with electromobility. Of course, anyone who commutes three-digit kilometers a day will still rely on diesel and may even have in mind the possibility of acquiring a modern annual car at a reasonable price in the foreseeable future. However, those who commute up to fifty kilometers and live in more densely populated areas often already opt for an e-car today. Fancy brands, such as Tesla and their affordable Model 3 journey, are doing the rest. We highlight three stocks that stand to benefit from the e-car breakthrough and ask whether the market is facing a discount battle.
Read
10. November 2021 | 12:53 CET | by Armin Schulz
AMD, BrainChip, Nvidia - Profiting from Artificial Intelligence
The first research into artificial intelligence (AI) began in the 1950s, but it was quite a while before any real progress was seen. This was largely due to ever-faster processors that could process even the largest amounts of data much faster than the old mainframes. We can see what artificial intelligence is capable of in digital assistants like Siri, Alexa, or translation programs like Google. In the coming years, artificial intelligence will penetrate more and more areas and automate many processes that were unthinkable until recently. Today we analyze three companies that produce hardware for the AI sector.
Read
10. November 2021 | 12:11 CET | by Nico Popp
ThyssenKrupp, Almonty Industries, Salzgitter: "Green" steel as a growth market
It is not without reason that the quarterly figures of steel producers are regarded as a barometer of economic development - after all, steel is used in many industrial products. Whenever companies invest in new capacities, such as buildings or infrastructure, steel is used. A new trend is so-called "green" steel, which does not use coal-fired power in its production and thus saves CO2. It also pays off for customers. After all, the CO2 from purchased raw materials also counts in the carbon footprint. Schaeffler recently secured "green" steel from Swedish startup H2 Green Steel. A sign that sustainability has also reached this sector. We highlight three exciting stocks and do the sustainability check from an investor's perspective.
Read
10. November 2021 | 11:25 CET | by André Will-Laudien
Pfizer, BioNTech, Water Ways Technologies, Teva Pharma - High-Tech and the Pandemic!
Shortly after the start of the worldwide vaccination campaigns, Israel already showed itself to be the vaccination world champion. This is no coincidence because Israel is a high-tech country and one of the world leaders. The medical infrastructure, in particular, can benefit from this; it is very well developed and, despite the comparatively small size of the state, is considered to be very resilient. The pandemic has nevertheless hit hard on Israel's economy, which previously grew at rates of 3% annually. In 2020, GDP fell by 3.7%, according to the central bank. That things didn't get worse was due to the large government aid packages. These packages increased government debt from 60 to 73% of GDP, which is still low by global standards. We take a look at some exciting technology topics.
Read
10. November 2021 | 11:07 CET | by Stefan Feulner
Nordex, Clean Logistics, Nikola - Hardly manageable changeover
Climate neutrality must be achieved as quickly as possible. The politicians share this view at the climate conference currently taking place in Glasgow. One critical point here is the reduction of CO2 emissions from the transport sector. Unlike in the energy sector or industry, for example, CO2 emissions in the transport sector have not fallen since 1990. Most of the debate focuses on emissions from passenger cars. However, according to the Federal Environment Agency, a good 35% of transport emissions are attributable to commercial vehicles. However, a rapid changeover, as the theorists are calling for, seems almost impossible.
Read
10. November 2021 | 10:19 CET | by Carsten Mainitz
TalkPool, Deutsche Telekom, United Internet - Smart industry with imagination!
Whether in energy, electrical or manufacturing technology - new technologies have already significantly changed communication between people and commerce. Now they are about to revolutionize the use of everyday objects, vehicles and industrial production. Above all, the possibilities of wireless networking, the availability of central and mobile computing power at any time as cloud, mobile and wearable computing, and the equipping of the natural world with a wide range of sensors are the main drivers of advancing digitalization.
Read
09. November 2021 | 13:54 CET | by Stefan Feulner
Bitcoin Group, Desert Gold Ventures, MicroStrategy - The way is clear
Bitcoin has once again broken through the USD 66,000 mark. Only a few points are left to climb to a new all-time high. The number two cryptocurrency, Etherum, has already made this jump. In addition to speculation, rising inflation is cited as the reason for the renewed rise. Bitcoin has a limited supply with a fixed cap of 21 million units and is referred to as the "digital gold". In contrast, the precious yellow metal is still in the correction phase, with good chances of a long-term comeback.
Read
09. November 2021 | 13:17 CET | by Fabian Lorenz
Nordex, Gazprom, Saturn Oil + Gas: Rising oil and gas price drive
Leading politicians and industry leaders are meeting in Glasgow until November 12 for the climate conference. So far, however, there has been nothing more than "hot air" to report. Not only climate activists are disappointed. Even German Development Minister Gerd Müller criticized the interim results. "The emerging resolutions are not enough to achieve the 1.5-degree target," the CSU politician told Redaktionsnetzwerk Deutschland. There is also little news on the expansion of renewable energies. It is therefore not surprising that the oil price is picking up again. With a rise to USD 83.78, the price for the Brent variety has ended the correction. There is also no relief in sight for the price of gas. The shares of Gazprom and Saturn Oil & Gas are benefiting from this. But Nordex is also attracting attention with new orders.
Read
09. November 2021 | 12:02 CET | by André Will-Laudien
SAP, Qualtrics, TeamViewer, Osino Resources - Watch out, these stocks are way too cheap!
Sometimes things do not work out as expected on the stock market. At the beginning of October, the DAX started to sell off, the 200-day line was even clearly undercut twice at 14,850 points, and many crash prophets became quite loud again. However, as is so often the case, they were again not proven right, as the market exited trading last Friday at a new all-time high of 16,033 points. Who would have thought it - a whopping 1200 point reversal, the proclaimed crash was canceled again without a sound. We look at exciting stocks in a very volatile environment.
Read
09. November 2021 | 11:14 CET | by Carsten Mainitz
Covestro, First Hydrogen, Volkswagen - Win with hydrogen!
The UN Climate Change Conference COP26 is in Glasgow until November 12 and is crucial for political climate protection measures in the coming years. The targets have already been put down on paper in black and white. Net Zero Emissions are to be achieved by the middle of the century. Fuel cell and hydrogen drives are essential prerequisites for achieving this Net Zero vision. Various companies have interesting opportunities to enter the market in the context of strategic alliances.
Read
09. November 2021 | 10:57 CET | by Nico Popp
Peter Thiel-like returns: Commerzbank, Weng Fine Art, Aspermont, TeamViewer
Fintech is revolutionizing the financial sector and earning good money. Those who digitize payment or capital flows benefit from the most important characteristic of digital business processes: scaling. While traditional factories can only increase their capacity with more machines, factory floors and personnel, digital business models need only more server capacity. Modern architectures even make it possible to ramp up this capacity from one moment to the next or to book it with an external service provider. The actual product can thus be deployed many times over with minimal effort. Startup investors like Peter Thiel and founders are happy about this.
Read
08. November 2021 | 13:14 CET | by Stefan Feulner
Nikola, Kleos Space, Xiaomi - Earth is not enough
New technologies by adding satellites launched into space are increasingly used for a wide variety of services. Probably the most famous project is that of Tesla founder Elon Musk. The SpaceX "Starlink" project aims to make fast Internet available everywhere in every little corner of the world. In crime prevention, the view from above is also being used through the targeted use of satellite clusters. The market for this is gigantic and is still in its infancy.
Read
08. November 2021 | 13:05 CET | by Carsten Mainitz
Triumph Gold, Barrick Gold, Rheinmetall - Precious metal stocks jump!
Despite persistently high inflation, the US Federal Reserve is still far from thinking about interest rate hikes. At least in the stimulus bond purchases, however, the central bankers will step on the brakes a little and, as of November, reduce the volume of currently USD 120 billion monthly by USD 10 billion each. The program will then end completely in the fall of 2022. In the wake of this decision, prices for precious metals rose. Gold rose above the important resistance of USD 1,800.
Read
08. November 2021 | 12:08 CET | by André Will-Laudien
BioNTech, Moderna, Cardiol Therapeutics, Valneva: COVID-19, the vaccination chaos is perfect!
Now the chaos is perfect. According to studies, the preparation from BioNTech/Pfizer is one of the most effective vaccines against the coronavirus. Hundreds of millions of doses have already been administered worldwide. However, the number of COVID infections is currently through the roof. Even those who have been vaccinated twice are likely still not sufficiently protected against infection. There are also unsettling rumors from BioNTech about irregularities in the conduct of studies during the vaccine's approval. Whether it concerns thereby only "rumors" or "provable facts", the capital investors do not care for the time being. They pressed the sell button and thus sent the entire peer group Adhoc into the basement. We take a closer look at the chaos.
Read
08. November 2021 | 11:28 CET | by Stefan Feulner
Deutsche Rohstoff, Saturn Oil + Gas, BP - Rise to hysteria
Energy prices in Germany continue to rise, driving inflation beyond the 4% mark. Heating oil alone increased in price by around 80% within a year. However, there is no end in sight to the rise. The supply bottleneck and immense demand are likely to push oil prices above the psychological USD 100 mark in the next few years. Analysts at JPMorgan even see a new supercycle approaching the world and renewed their forecast to an oil price of USD 190 in 2025.
Read
08. November 2021 | 10:25 CET | by Armin Schulz
Varta, Manganese X Energy, BYD - Batteries are becoming more and more important
Batteries have been around for a long time, but the old lead-acid batteries are gradually being replaced by lithium-ion batteries, which can be recharged much more often and thus have a much longer life. All these batteries require raw materials such as cobalt, nickel or manganese. The mining of cobalt does not have the best reputation, so Tesla has already reduced the proportion of cobalt. The alternative is called manganese, and this raw material is also absolutely needed by the steel industry. With the electrification of cars, demand will increase. The battle for the longest-lasting battery, greatest range and fastest charging capability is in full swing. We, therefore, take a look at three companies involved in batteries.
Read
05. November 2021 | 13:56 CET | by André Will-Laudien
TUI, Troilus Gold, Lufthansa - These are the turnaround stocks for 2022
If you think about interesting portfolio mixes today, you will find some lagging stocks on the price list alongside blockbuster shares such as Tesla, Apple & Co. There is still a lot of catching up in the travel industry, for example, and in financial stocks. The permissible question is, of course, whether there will be a real comeback to the "old world" for the travel industry after the extended COVID restrictions. Experts deny this hope, but there are huge restructuring and forward-looking cost-cutting measures in tourism stocks in particular. We take a look at some shares and examine the opportunities.
Read
05. November 2021 | 13:27 CET | by Carsten Mainitz
Lucid Group, Graphano Energy, Orocobre - The new eMobility and its children
It is expected that no more passenger cars with internal combustion engines will be allowed to be registered in the EU from 2035. The associated non-EU country Norway is exerting even more pressure: in the land of fjords and trolls, new vehicles with gasoline or diesel engines will be banned as early as 2025. The same applies to Great Britain: the end of the combustion engine is to be brought forward to 2035, perhaps even to 2030 and applies for light trucks up to 26 tons. With hydrogen technology still in its infancy, the world is currently focusing primarily on rechargeable batteries. Here, the capacity screw is increasingly being turned to extend ranges and shorten charging times.
Read
05. November 2021 | 12:40 CET | by André Will-Laudien
First Hydrogen, Nel, Plug Power, Ballard - Glasgow UN Climate Change Conference ups the ante!
In its hydrogen strategy, the EU plans to expand electrolysis capacities to 40 GW for "green hydrogen" by 2030. Germany contributes one-eighth of the EU-wide total capacity within a national share and is a major driver of innovation due to its technological expertise. Green hydrogen refers to the use of electricity for electrolysis from exclusively renewable energies and is, therefore, a completely CO2-free hydrogen production. As a result, hydrogen technology is in the spotlight for climate-neutral energy production and reducing emissions. We get an overview of the listed protagonists.
Read
05. November 2021 | 12:01 CET | by Stefan Feulner
Positive news at BYD, Nevada Copper and BMW
It is a first, delicate signal from the Fed concerning the tightening of the ultra-loose monetary policy. Starting in November, the purchases of securities to stimulate the economy are to be tightened somewhat. However, the Fed is still far from thinking about raising key interest rates. The monetary watchdogs are still insisting that inflation is only temporary. Given the high energy prices and holey supply chains, this problem will likely last far longer than previously assumed.
Read
05. November 2021 | 11:22 CET | by Stefan Feulner
BioNTech, Sativa Wellness, Merck KGaA - Impressive trend
There is no question that vaccine manufacturers are one of the main winners of the Corona pandemic. The recently presented quarterly figures of Pfizer, BioNTech's partner, show this impressively and suggest that the Mainz-based Company will also announce a sales explosion on November 9. Booster vaccinations are likely to continue this trend. Currently, encouraged by legalization, the cannabis industry is also experiencing a new upswing. Be a part of it from the beginning.
Read
05. November 2021 | 10:46 CET | by Armin Schulz
JinkoSolar, Silver Viper, Daimler - Silver is versatile and has potential
Silver is versatile. In the medical field, the property of silver helps to have an antibacterial effect. The same applies to water pipes. In industry, silver is used in televisions, microwaves, monitors, etc. Silver also finds its applications everywhere in the energy sector, from wind power to solar panels to batteries and accumulators. Thus, silver will also be important for the automotive industry in the future, as it relies on electric cars, which require rechargeable batteries. It is assumed that the industry will need three times more silver in the future than it does now. Today we take a look at three companies involved in silver.
Read
04. November 2021 | 15:21 CET | by Fabian Lorenz
TeamViewer, HelloFresh, Aspermont: Year-end rally
The year-end rally in 2021 seems to have started in October. For technology stocks, in particular, it was a golden October. The leading index for tech stocks, the Nasdaq, clearly left its weak September phase behind and ended October at around 15,500 points. Technology stocks also started November strongly, raising hopes of a strong year-end rally. Tech stocks outside the US should also participate in this. HelloFresh surprised investors positively with an increase in its forecast, and the worst could be over for the problem child TeamViewer after the publication of its quarterly figures. The Aspermont share has not yet taken off. Analysts see clear potential for the Australian insider tip.
Read
04. November 2021 | 15:10 CET | by André Will-Laudien
Varta, Manganese X Energy, Standard Lithium: Battle for the best battery!
Just after the general elections, it was back - the battery fantasy! Whatever the outcome of the formation of the government, all parties involved have shown a high level of commitment to sometimes drastic steps towards climate protection. Electromobility is becoming increasingly crucial for the energy transition in transport. And with it, the research, development and production of drives, batteries and components. In this context, suppliers of battery raw materials and product developers are enjoying a great deal of attention. The triumphant march of Tesla shares continues to pull on the entire sector. Which stocks are ahead?
Read
04. November 2021 | 11:36 CET | by Carsten Mainitz
Barsele Minerals, Mutares, Aurelius - Investments create value!
Clever investment strategies can save some ailing companies or turn others into true high-flyers. Investment companies have professionalized these processes and create substantial added value for their investors with sophisticated strategies and portfolios. For this reason, we take a closer look at the topic of acquisitions.
Read
04. November 2021 | 10:33 CET | by Stefan Feulner
BMW, Triumph Gold, Klöckner & Co - It is getting more and more expensive
The inflation rate in the eurozone recently rose to 3.4%, the highest level since 2008. Everything is getting more expensive, but the situation is manageable for ECB President Christine Lagarde. Driven by special factors such as the high price of oil and gas and production bottlenecks, prices are skyrocketing. However, an interest rate hike to curb inflation is not on the agenda before 2023, she said. Meanwhile, many listed companies are delivering record figures, benefiting from commodity price increases.
Read
03. November 2021 | 13:50 CET | by Stefan Feulner
Plug Power, Enapter, SFC Energy - The hydrogen sector is alive
Last year, a strong boom was followed by a harsh correction, which brought even market leaders to their knees with share price losses of over 50%. That hydrogen technology is enormously important for achieving climate goals should be beyond question, even at the current World Climate Conference in Glasgow. The segment has a golden future with regard to the energy transition. Position yourself now and invest in the sector with disproportionately high potential.
Read
03. November 2021 | 13:26 CET | by André Will-Laudien
CureVac, Ayurcann, Novavax, NanoRepro: Things are going through the roof here!
Healing and well-being are the focus of many biotech and pharmaceutical companies. In many cases, long research is carried out in order to get corresponding active substances on the way. After many clinical test series, the laborious approval process with the corresponding health authorities then begins. Some companies have provided themselves with good growth capital thanks to the high liquidity on the stock markets and are at the cutting edge with their products. We take a closer look at the industry.
Read
03. November 2021 | 12:49 CET | by André Will-Laudien
Royal Dutch, BP, Saturn Oil + Gas: OPEC sends oil to 100 dollars!
The oil rally continues! In October, the Brent and WTI grades recorded an increase of around 10%. Market observers justified the friendly month with the good mood on the stock markets. The risk appetite returned due to the turn of the markets at the beginning of October. More volatile asset classes such as commodities benefited from this. Time and again, reference is also made to fuel reserves in China, which had recently fallen sharply. The world's second-largest economy could now buy more on the oil market to strategically replenish its reserves. Tension is rising in the oil market. Which stocks can benefit in this environment?
Read
03. November 2021 | 12:34 CET | by Carsten Mainitz
Royal Helium, dynaCERT, Gazprom - What is next?
The oil and gas sector has long been a popular investment area. However, when it comes to gas, hydrogen company share certificates have been more in the spotlight in recent months. A more exciting and also little-noticed field is the noble gas helium. We take a broad look at the investment stories in the gas sector.
Read
03. November 2021 | 12:12 CET | by Carsten Mainitz
Osino Resources, Barrick, Newmont - Now comes the countermovement!
Inflation has been rising significantly for months. In October, consumer prices in the euro area rose by 4.1% YOY, the highest level in over 13 years. In Germany, the inflation rate even climbed to 4.5%! The last time this happened was in October 1993. Central banks dismiss this as a temporary phenomenon. The head of Deutsche Bank, Christian Sewing, made this clear a few days ago with his statements in the Frankfurter Allgemeine Sonntagszeitung. The manager vigorously contradicts the wishful thinking of a temporary phenomenon and calls on the central banks to act. Given these general conditions and prospects, investors can protect their money in the best possible way by investing in tangible assets such as shares, real estate, commodities, or precious metals.
Read
03. November 2021 | 11:03 CET | by Armin Schulz
MorphoSys, Defence Therapeutics, Formycon - Biotech and pharma offer potential for the portfolio
The pharmaceutical industry alone has annual sales of over EUR 1,000 billion worldwide and helps people overcome their illnesses. Since the Corona pandemic, biotech and pharma companies are even more in the spotlight. If a company manages to develop a blockbuster, big profits also beckon to shareholders. BioNTech is currently a prime example of this, even if the share has consolidated in the meantime. Where there are high profits, there is also a higher risk. The road to the development and approval of a drug is long, and failure is also possible. As people are getting older and diseases are rising, it makes sense to invest in these areas. Today we analyze three potential candidates.
Read
03. November 2021 | 10:16 CET | by Stefan Feulner
Valneva, Cardiol Therapeutics, BioNTech - Is the vaccination subscription coming?
The numbers of people infected with Corona have been rising significantly again for weeks. While only about 67% of Germans are fully vaccinated, the pace is slowing noticeably. Meanwhile, the third dose, the so-called "booster" vaccination, has already been started. The Standing Commission on Vaccination (STIKO) has recommended this booster for people aged 70 and over. A decision on whether booster vaccinations should be offered to everyone is likely to be made soon. For vaccine manufacturers, this means recurring revenues.
Read
02. November 2021 | 13:26 CET | by André Will-Laudien
BYD, NIO, Defense Metals - Save the climate, make a profit!
No one at the G20 meeting had expected any great leaps forward in climate policy - the participants had already made sure of that in advance by lowering expectations considerably. Nevertheless, there was a common goal before the summit in Rome: to send a strong signal for the UN Climate Change Conference in Glasgow. So postponed is not canceled. Of course, everyone is aware that this is the least that the heads of state and government of the 20 largest industrialized and emerging countries can do. After all, together, their countries are responsible for 80% of global greenhouse gas emissions. If they do not act, climate protection will be in a dire state. We take a look at exciting investments with climate relevance.
Read
02. November 2021 | 12:59 CET | by André Will-Laudien
Newmont, Tembo Gold, First Majestic - The inflation bubble is filling up!
With the current climate debate and the parallel GreenTech hype, the development of precious metals is being ignored and left aside. Investment flows are going into the strong momentum stocks from the tech sectors, and gold and silver keep ending up on the sell lists after minor recovery attempts. The Federal Reserve is worried about dealing with the latest inflation data; after all, the economy is still laboring from broken supply chains and blocked sea routes. There will not be much growth in 2021 either, which does not seem to bother the stock markets. After all, shareholders like to hear the magic word "inflation," as it promises higher nominal profits and historically high asset prices. But the topic of gold and silver will come, so today, we look at interesting mining stocks.
Read
02. November 2021 | 12:14 CET | by Fabian Lorenz
Varta, Valneva, Almonty Industries: It is getting close!
Volkswagen, SMA Solar, Asos are just a few examples; hardly a day goes by without companies from a wide variety of industries complaining about shortages. Be it computer chips for the automotive industry, industrial raw materials for production or transportation options. But there are also winners. Among them is tungsten producer Almonty Industries with its project of the century in South Korea. Germany's Varta is looking to profit from the battery shortage, and excitement is building ahead of the numbers. And Valneva, after its successful capital increase, is hoping that corona vaccines will continue to be in demand.
Read
02. November 2021 | 11:07 CET | by Stefan Feulner
Nel ASA, Water Ways Technologies, Everfuel - Unfortunately, this is the future
Water scarcity is an ever-growing problem for many countries, especially on the African continent. More than two billion people live in water-scarce countries and lack access to clean drinking water and sanitation. In the run-up to the UN Climate Change Conference COP26, scientists and activists are urging policymakers to act and address the looming water crisis. For years, companies in the water industry have been wallflowers on the stock market. Yet this issue, in particular, has enormous potential.
Read
02. November 2021 | 10:19 CET | by Stefan Feulner
Daimler, GSP Resource, Ballard Power - Far-reaching consequences
Exactly six years ago, at the 2015 climate conference in Paris, it was agreed to limit global warming to 1.5 degrees. However, there is a considerable gap between the plan and reality. According to climate protection experts, much more ambitious action plans are needed from countries to achieve the envisaged target. The first step, and not just in Germany, is to achieve climate neutrality from the second half of this century. At the summit in Glasgow, the reins are set to be tightened, with far-reaching consequences for the economy.
Read
01. November 2021 | 14:12 CET | by Nico Popp
BYD, BrainChip, Volkswagen: Insider tip on the megatrend of autonomous driving
German city centers are regularly congested and overcrowded. One of the reasons for city crowding is thousands of cars parked in the morning only to sit around all day. Given the price per square meter in big cities, that seems pretty inefficient. The fact that electric cars are often only economically and environmentally viable after many thousands of kilometers also suggests that they should be used differently today. Autonomous driving could be the key to mobility that gives people more space in the city, avoids traffic jams and even lowers the cost of mobility. We outline three exciting titles around the topic.
Read
01. November 2021 | 13:56 CET | by Carsten Mainitz
wallstreet:online, Deutsche Bank, GFT Technologies - It should continue to improve here!
Low-interest rates, high inflation and economic growth, form the framework conditions that continue to speak for a positive stock market environment and rising share prices. The three following companies benefit from this in different ways and should also perform well in the coming year. Who is your favorite?
Read
01. November 2021 | 13:20 CET | by Stefan Feulner
Bayer, MAS Gold, Salzgitter - Positive turnaround
At chemical and pharmaceutical giant Bayer, the mood continues to brighten following the important decision of the European Patent Office. Also, the number season, which has been running for weeks, gives the markets an additional boost with solid figures and forecast increases. New highs in the most critical global stock indices are the result. On the other hand, the high inflation rates are a cause for concern, although they continue to be underestimated by the monetary watchdogs. The still weak precious metals markets could therefore experience a boom in the coming months.
Read
01. November 2021 | 12:50 CET | by André Will-Laudien
Barrick Gold, Central African Gold, Gazprom - Gold becomes a fireball!
The development of gold follows the inflation trend in our economies in the last 25 years. Before the turn of the millennium, the ounce was still below USD 200. Due to the real estate bubble after the dot-com boom and the devastating effects of the US subprime crisis, the precious metal reached its temporary peak in 2011 at USD 1,950. At that time, the ECB tried to prevent the collapse of Greece with emergency loans. With the deployment of EUR 336 billion, this European rescue experiment succeeded for the time being, but the gold price then lost value again in the following years until 2015, down to USD 1,120. Last year, there was then a new attempt in the direction of north. In May, the precious metal reached USD 2,050 - a plus of USD 600 since the Corona Crisis. Where does the metal go from here?
Read
01. November 2021 | 12:30 CET | by Stefan Feulner
BASF, dynaCERT, Nikola - These shares will be exciting
From today until November 12, all eyes are on the UN Climate Change Conference COP26 in Glasgow. Nothing less than the future of our planet and a trend reversal towards a climate-neutral economy are at stake. At the top of the agenda is the commitment of countries to reduce emissions. A company that has received little attention in the recent past is waiting in the wings with its patented technology and could soon take off. Be prepared.
Read
01. November 2021 | 11:15 CET | by Armin Schulz
BioNTech, Memiontec, TeamViewer - Which high flyers still have potential?
High flyers are companies that establish themselves very quickly in a market or shares that increase in value very quickly. As an investor, one dreams of such investments. A stock that gains more than 100% in value within months is often found in extreme situations and when hypes arise. At some point, the situation normalizes, or the hype ends because not enough investors jump on the bandwagon. A drastic consolidation often follows that. Today, we analyze three companies whose shares have gained at least 200% since the Corona pandemic and look at their future potential.
Read
01. November 2021 | 10:29 CET | by Nico Popp
Shell, Sierra Grande Minerals, K+S: 4.1% inflation - here is how investors counteract it
Inflation in the eurozone climbed to a new record in October - at 4.1%, one can confidently speak of inflation. At the same time, the European Central Bank (ECB) continues to adopt a wait-and-see approach. Although the markets are pricing in an interest rate hike in the eurozone, analysts and the ECB believe these expectations are premature. Given the stuttering economic recovery, it might make sense from the central bank's point of view to delay the exit from the ultra-loose monetary policy a little longer - with all the risks.
Read
29. October 2021 | 14:13 CET | by Stefan Feulner
XPeng, Graphano Energy, K+S - The fear of emptiness
There are shortages in all sectors. In addition to the chip shortage, which is affecting the automotive industry, there are also shortages of metal, plastic, and even packaging material for Christmas presents. Even at technology giant Apple, there is concern about whether the all-important final quarter can be spared supply disruptions due to fragile global supply chains. There is no end to this problem in sight in the longer term; on the contrary, the shortage of raw materials due to the energy transition exacerbates this circumstance.
Read
29. October 2021 | 13:39 CET | by Carsten Mainitz
Kleos Space, Lufthansa, TeamViewer - Exciting developments!
The capital market thrives on diversity. The stock market trades in the future and is never a one-way street. The pendulum - as painful as it sometimes is - swings in both directions. Corporate growth is just as much fuel for share prices as euphoria and panic. The following companies have seen a lot of action in the recent past. Who will perform best by the end of the year?
Read
29. October 2021 | 13:10 CET | by Nico Popp
Gazprom, Osino Resources, Deutsche Telekom: Will 2022 be another crisis year?
The world is sliding from the Corona Crisis into the energy crisis. While climate change also threatens prosperity and stability, a conflict of goals is now emerging between sustainable action and safeguarding industry livelihood. What is at stake: Energy is becoming scarce in China. German industry is also urging the prospective coalition leaders in Berlin to reduce energy costs urgently. Saudi Aramco boss Amin Nasser stresses the importance of investing in new oil wells. And what happens? Oil companies are adorning themselves with wind farms that are, at best, fig leaves in the face of concrete energy needs. We present three stocks for turbulent times.
Read
29. October 2021 | 12:07 CET | by Stefan Feulner
United Internet, TalkPool, Visa - Smart businesses
Communication between people and machines will become one of the central themes of our society in the coming years. Technology and computer systems take over essential everyday life and industry tasks, visibly or unnoticed in the background. Sensors and interfaces enable their operation. These smart technologies can be used across all sectors, from medical or building technology and mobility to accelerating climate change.
Read
29. October 2021 | 11:25 CET | by Armin Schulz
Steinhoff, Triumph Gold, TUI - Which stock will jump first?
Inflation is in full swing, and it isn't easy to protect yourself and your money from it. Real estate in Germany is often far too expensive, and as a small investor, such an investment is out of the question. Gold has always been used to protect against inflation, but even there, you can only buy anonymously for less than EUR 2,000. Otherwise, the identity must be deposited. Government bonds no longer yield interest, so the only option left is stocks. As an investor, one is always on the lookout for securities that have upside potential. That is where shares with an interesting story or turnaround candidates come in. We analyze three companies today.
Read
29. October 2021 | 10:23 CET | by André Will-Laudien
NEL, Plug Power, Royal Helium - Hydrogen rally, now it's rolling!
Only months ago, the comparatively expensive production of green hydrogen was put side by side with cheap Russian gas. Things can move that fast! The gas price has risen by 500% within 3 months, and the calculations are being recalculated. The explosive development of prices in the last 12 months shows how strongly shortages can affect the raw materials market. On average, known commodities increased by at least 25%, metals by 60-80% and energy doubled just like that. However, gas takes the cake with plus 600% in just 6 months, which gets the hydrogen industry buzzing. We take a closer look.
Read
28. October 2021 | 13:20 CET | by Nico Popp
BASF, Memiontec, JinkoSolar: Rich returns with green shares
Chemistry is everything. It is not just since the bestseller "Chemistry for Breakfast" by scientist and YouTuber Mai Thi Nguyen-Kim that people have known how comprehensively chemistry can explain our world. There is also a lot of chemistry involved in future technology, such as filter systems for water or solar panels. We present three stocks and assess their values. We start with one of the best-known chemical stocks, followed by smaller shares with no less interesting business models.
Read
28. October 2021 | 12:52 CET | by Fabian Lorenz
Nordex, Standard Lithium, Central African Gold: Raw materials for the energy transition
The energy turnaround is supposed to save the climate and significantly reduce the consumption of fossil fuels. But what is often overlooked: In practice, this means that demand for other raw materials is rising massively. In the EU alone, demand for cobalt is expected to increase more than tenfold by 2030. Copper and lithium are also in hot demand. Nordex, for example, needs rare earths for the production of wind turbines. Standard Lithium benefits from the exploding demand for batteries and Central African Gold's raw materials are included in practically every future technology.
Read
28. October 2021 | 12:04 CET | by André Will-Laudien
Canopy, Tilray, Sativa Wellness, Formycon - Finding the next cannabis rocket!
The big bull market in cannabis ran through 2018 and 2019, and then in 2020, the reality set in that only a fraction of states around the world will implement general licensing for hemp. The newly elected federal parliament has its first constituent session these days. Climate change and investments in digital infrastructure are two of the most important topics in the coalition negotiations to form a new federal government. One topic that is not quite so high on the list of priorities, but is already causing a lot of excitement in the run-up, is the possible legalization of cannabis. The Greens and FDP have been advocating legal, regulated trade for some time. Of course, nothing has been decided yet, but the outgoing federal government's drug commissioner, Daniela Ludwig of the CSU, already warns of the consequences. We take a look at important industry representatives.
Read
28. October 2021 | 11:26 CET | by Carsten Mainitz
MAS Gold, Barrick Gold, Yamana Gold - Go for gold!
If you look at the big picture, several aspects favor a medium-term increase in the price of gold. It is a combination of a low-interest rate environment, rising inflation and crisis currency in volatile stock market times. In addition, the global economic recovery is increasing the demand for gold. As the past has shown, the gold price can perform strongly even when nominal yields rise if inflation rates climb faster than interest rates. We believe this scenario is very realistic. Thus, these stocks should benefit.
Read
28. October 2021 | 10:44 CET | by Stefan Feulner
Deutsche Bank, Silver Viper, Hypoport - Back on track
The flood of figures continues unabated. The technology giant Microsoft exceeded all expectations and outperformed sales by 22% compared to the same period last year due to the trend towards hybrid working. Google's parent Company Alphabet also posted a substantial increase in profits. The figures of various financial companies were also surprisingly strong. Due to the underperformance in recent years, there is clear rebound potential for many.
Read
27. October 2021 | 14:53 CET | by Carsten Mainitz
Enapter, Plug Power, Ballard Power - This is the future!
In 1875, Jules Verne wrote in his book "The Mysterious Island": "Water is the coal of the future. Tomorrow's energy is water that has been broken down by electric current. The elements of water thus decomposed, hydrogen and oxygen, will secure the earth's energy supply for the unforeseeable time." The visionary was right. For a successful energy transition, we need hydrogen solutions. Mass production is increasingly within reach for many companies, but most companies are still in the red. Who will be ahead in the future?
Read
27. October 2021 | 14:38 CET | by Carsten Mainitz
Sierra Grande, Sibanye Stillwater, First Majestic - New developments!
High inflation argues in favor of investing in tangible assets such as equities, real estate and commodities. The traffic light is green for price increases in precious metals and energy metals in the medium term. Ultimately, investors must decide whether producers or exploration companies are of interest. Or perhaps a little of each?
Read
27. October 2021 | 13:05 CET | by Stefan Feulner
BYD, Manganese X Energy, Sixt - Do it again, Elon!
Tesla parks in the exclusive club of trillion-dollar companies, the share price of the pioneer of electric automobility exceeded the mark of USD 1000 for the first time. Congratulations, Elon Musk! Once again, the serial founder demonstrated foresight and was miles ahead of the competition. Musk also takes a pioneering role in the sourcing of materials for his cutting-edge technologies. He openly advocated replacing the controversial metal cobalt with manganese - a clear sign of the growing industry. Here, too, as with other materials, there is already an extreme shortage.
Read
27. October 2021 | 12:34 CET | by Nico Popp
B2Gold, Tembo Gold, Newmont: Gold from small amounts? Here is how!
Gold has become mainstream. Even the German newspaper Handelsblatt quotes experts saying that the precious metal currently offers more opportunities than risks. The reasons for this are the rising inflation and the growing uncertainty in the financial system. But how can investors get a foot in the door with gold without having to put up too much capital or, as is usual with physical holdings, having to rent the already scarce lockers?
Read
27. October 2021 | 11:43 CET | by Armin Schulz
Defense Metals, Nordex, Xiaomi - Battle for raw materials intensifies
China is scaling back its magnesium production due to electricity problems. The Chinese government is aiming to reduce energy consumption and thus emissions. It will inevitably lead to supply bottlenecks worldwide, and in Germany, it will initially affect the metal industry. However, since China produces 90% of the world's magnesium, there are, in fact, no alternatives. Similar problems exist with tungsten and rare earths, needed for almost all new technologies, from renewable energies to consumer electronics and e-cars. If you want to reduce this dependence, you have to look for alternatives.
Read
27. October 2021 | 11:03 CET | by André Will-Laudien
NEL, Clean Logistics, Ballard Power, FuelCell Energy - Hydrogen in the third wave!
The hydrogen hype is entering its third wave. The price increase of fossil fuels increases the pressure to switch to alternative energies and new propulsion concepts. Governments around the world have therefore decided on rapid decarbonization. For the EU, the resolutions were already passed in 2020. In the USA, Joe Biden has now extended his environmental package to USD 1.5 billion. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is quickly releasing the funds to finance the upcoming research projects. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should occur without any negative environmental impact.
Read
27. October 2021 | 10:23 CET | by Stefan Feulner
Deutsche Telekom, Barsele Minerals, Symrise - Positive surprises
The reporting season for the third quarter is in full swing. Positive surprises already outweighed the negative ones last week. As a result, the leading indices in the USA, the Dow Jones and S&P 500, reached new highs, and the DAX is also likely to start its year-end rally with the first target of 16,000 points after breaking through the crucial 15,500 mark. Even outside the quarterly figures, there are important events that should positively affect the respective share prices.
Read
26. October 2021 | 13:56 CET | by Fabian Lorenz
Nel, BYD, BrainChip: This looks good
While shares from the technology sector have been very volatile in recent weeks, the knot has burst at BYD, and the share has risen to a new record high. Rumors about Tesla and Apple have contributed to this. Both are said to be in talks with the Chinese specialist around electric mobility. The shares of Nel and BrainChip have also developed very positively recently. Both have invested heavily and could now reap the rewards of these investments. All three shares have further room for improvement. You can read why here.
Read
26. October 2021 | 13:26 CET | by Nico Popp
Desert Gold, B2Gold, Barrick Gold: This news changes everything
When a simple plot of land turns into a mine, a veritable windfall beckons for early investors - after all, a lucrative commodity project justifies high valuations. But betting on the right stock in commodity developers requires experience and, ultimately, a little luck. However, there are market phases where the facts are apparent, and investors can still get in at favorable prices. Such a phase may currently be evident in Desert Gold. The Company made a new discovery yesterday that significantly expands the previous Gourbassi West zone. Gold grades are high, and the Company continues to see excellent exploration potential at its SMSZ project in Mali. Only the stock has not responded so far. Is this an opportunity for countercyclical investors?
Read
26. October 2021 | 12:27 CET | by André Will-Laudien
LVMH, Diamcor Mining, TUI, Carnival - Another lockdown or profit explosion?
The poor are getting poorer, and the rich are getting richer. Demographic studies suggest that in Europe, especially Germany, large sections of the population will be affected by poverty in old age. The reason: falling income in real terms due to high inflation, especially for everyday goods. The official inflation rate of the central banks is window dressing because the hedonically calculated indices include, for example, increases in the performance of mobile devices and thus compensate for the exploding prices of energy and food. Luxury is a particular area of consumption that tends to be attributed to the privileged tiers of the population. Here, the increase in prosperity is supported by inflation on the income side and enables the suppliers of luxury goods to achieve sustained high growth rates.
Read
26. October 2021 | 12:05 CET | by Nico Popp
SAP, wallstreet:online, Alibaba: Sentiment Check for Digital Shares
More and more business models are shifting to the Internet. Even traditional industries, such as trades, are benefiting from digital processes. Elsewhere, this transformation is already in full swing, such as in the financial sector. Investors have long since been trading online and only speak to their broker by phone in exceptional cases. We present three digitization stocks and examine their price potential.
Read
26. October 2021 | 11:37 CET | by Stefan Feulner
Tilray, Ayurcann, Aurora Cannabis, Canopy Growth - Sow first, then reap
After the hype around cannabis companies like Aurora Cannabis, Tilray and Canopy Growth in 2018, consolidation followed, and it continues. But the industry is moving mightily. Smaller companies disappeared from the price list, while big players expanded their market power through mergers and acquisitions for the next few years. The cannabis industry is predicted to grow tremendously in the future. The fantasy is fueled by government legalization plans in several states, including Germany.
Read
26. October 2021 | 10:31 CET | by Stefan Feulner
Nel ASA, First Hydrogen, Nikola - Fully on schedule
Time is pressing. From 2025, stricter emission targets issued by the European Union will apply, which gasoline and diesel engines will not meet. Due to the energy transition and decarbonization, carmakers globally are turning to battery-powered electric cars. However, electric mobility is unsuitable for transportation due to its short-range and long charging time. Here, the advantage currently lies very clearly with fuel cell technology.
Read
25. October 2021 | 13:25 CET | by Carsten Mainitz
Desert Gold, Barrick Gold, K+S - Now or never?
With inflation of over 4% in Germany and the continued massive money printing of the central banks, every investor should think about protecting oneself against the loss of purchasing power. To dismiss this as a temporary phenomenon would be a mistake. In times of high inflation, a good strategy is to invest in tangible assets such as stocks, real estate, and commodities.
Read
25. October 2021 | 12:36 CET | by Armin Schulz
BP, Saturn Oil & Gas, Royal Dutch Shell - Oil stocks take off
Anyone who has to fill up their car at the moment will not be thrilled. Prices at gas stations rose in some cases to over EUR 2. The reason is the further rising oil price. An end to this trend is currently not in sight. Morgan Stanley analyst Martijn Rats raised his forecasts for the first quarter of 2022 to USD 95 and sees the oil price at USD 70 per barrel in the long term. Falling supply due to scaled-back investments is causing prices to rise. Due to climate protection and the targets set, investments in the development of new oil wells have been significantly reduced. In 2014 it was still USD 740 billion; 6 years later, it is only USD 350 billion. Oil producers are currently benefiting the most from this development, so we take a closer look at three companies.
Read
25. October 2021 | 11:41 CET | by André Will-Laudien
GSP Resource, Nordex, JinkoSolar - Alternative energies on the rise!
The political course set in Germany is also decisive for further progress in the EU's complex opinion-making process. Nordic countries want to promote alternative energies much more strongly, while more southern members are increasingly focusing on nuclear power. French Prime Minister Macron intends to invest a total EUR 30 billion in the expansion of nuclear energy, hydrogen technology and e-mobility as part of his "France 2030" plan for the future. Nuclear power is set to disappear from the German energy mix. The race is already evidently on in Europe to see who will be allowed to cover our electricity shortfall in the future.
Read
25. October 2021 | 11:28 CET | by Stefan Feulner
SAP, Meta Materials, Intel - Going above and beyond
The mastery of light, electricity and heat has played a vital role in technological advances throughout human history. Successes in electrical and electromagnetic technology, wireless communications, lasers and computers have been made possible as the behavior of light and other forms of energy has become better understood and how to manipulate it has been developed. Even the current burdensome chip crisis can be eliminated by changing the chemical properties of semiconductors using nanotechnology.
Read
25. October 2021 | 10:37 CET | by Nico Popp
PayPal, BIGG Digital Assets, IBM: Crypto becomes a billion-dollar business
Invest, pay, transfer: The flow of money is becoming increasingly digital. The digitization of finance began more than a decade ago. Back then, we got tired of paying small amounts for transactions on eBay via bank transfer - and signed up for PayPal. Today, this development is much further along. Cryptocurrencies and the ongoing tokenization of tangible assets have changed the financial world. All other sectors, such as healthcare, are also becoming increasingly digital. Reason enough to take a closer look at three stocks.
Read
22. October 2021 | 13:23 CET | by Stefan Feulner
Infineon, Sierra Grande Minerals, Xiaomi - New attack
2020 shows an extreme increase in government debt in the Eurozone. Due to the Corona Crisis, the ratio of public debt to gross domestic product increased to 90.7%, according to the Eurostat statistics agency. The situation worsened further in the crisis countries, especially in Greece. There, the debt-to-GDP ratio was 205.6%, followed by Italy with 155.8% and Portugal with 133.6%. There is no end in sight to this spiral. In the long term, however, investors can protect themselves by investing in the precious metals sector.
Read
22. October 2021 | 12:47 CET | by Nico Popp
NEL, First Hydrogen, Rock Tech Lithium: Why investors must rethink now
For months, stocks related to innovative mobility concepts lived in the shadows. After the hype of last year and the first few months of this year, the former high-flyers seemed to have run out of steam. But the wind has changed. Investors' appetite for risk is high again. A few weeks ago, the market would have shrugged its shoulders at best, but now it is attracting buyers. For investors who think speculatively, this is excellent news!
Read
22. October 2021 | 12:18 CET | by Carsten Mainitz
Clean Logistics, Plug Power, BYD - Huge upheavals in the transport industry fuel share prices
"Decarbonization" - this term could make it to "word of the year." That is because it describes what urgently needs to be implemented in all sectors to preserve the Earth's habitat: the switch from fossil, carbon-based energy sources to sustainably and climate-neutrally produced energy sources. The transport industry plays a significant role in global warming. In Germany alone, road freight transport is expected to increase by a further 19% by 2030. Innovative ideas and solutions that can be implemented quickly are therefore urgently needed. In doing so, manufacturers are relying on a variety of technologies.
Read
22. October 2021 | 11:38 CET | by Armin Schulz
Bitcoin Group, BIGG Digital Assets, Coinbase - Profiting from the new crypto hype
Bitcoin has reached a new all-time high and has pulled many other coins up with it. Currently, the hype around cryptocurrencies is not as big as it was at the beginning of May, but due to the new highs, people are increasingly looking at the crypto market again. The first experts are already calling out price targets of USD 100,000 for Bitcoin. According to market observers, the high price gains in bitcoin could be due to the ProShares Bitcoin Futures ETF launch, which recorded more than USD 1 billion in turnover on the first day of trading. Today, we analyze three companies that can benefit from crypto hype.
Read
22. October 2021 | 10:32 CET | by André Will-Laudien
Plug Power, Enapter, SFC Energy - The climate savior is hydrogen!
The strong increase in energy prices is driving the inflation rate in Germany to a high level. With an increase of 4.1% compared to the same month of the previous year, inflation accelerated again in September. Already in July, the ECB thought that a cyclical high might have been reached. It has reached its highest level in almost 28 years, only in December 1993, it was once briefly above the 4% mark. These are historic times into which Western society is now moving; unfortunately, no one knows when the end will be. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally compatible in the long term. Unfortunately, the current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at some of the protagonists in the H2 thriller.
Read
21. October 2021 | 13:26 CET | by André Will-Laudien
Palantir Technologies, Kleos Space, Airbus, Boeing - Profits from air and space travel
Regardless of the discussion about who has now crossed the border into space, all tourist space flights have one thing in common - climate neutrality probably does not play a sustainable role for the initiators, given the manageable demand and horrendous ticket prices. After all, the wealthy travelers are in the minority, so an "anti-climate flight" can also be justified with the service to progress. Even the operation of a V8 engine in a Ford Mustang surely teases out a suitable justification for the operator's action. How about this one: permanently maintaining a classic car saves thousands of tons of CO2 compared to buying a new battery-powered vehicle. That is probably correct, so hopefully, the Mustang in question will last the next 30 years. We turn our attention to flying business models.
Read
21. October 2021 | 12:17 CET | by Stefan Feulner
Sartorius, Defence Therapeutics, QIAGEN - Still long potential
Since the outbreak of the Corona pandemic, biotech and pharmaceutical shares have been among the top performers on the stock market. In addition to vaccine producers such as BioNTech and Pfizer, the share price of the US pharmaceutical Company Moderna also multiplied. Other winners included diagnostics companies and laboratory equipment suppliers, process technology specialists and manufacturers of biopharmaceuticals. Biopharmaceuticals promise enormous growth potential even after Corona, especially the market such as gene and cell therapies is growing dynamically at the moment.
Read
21. October 2021 | 11:22 CET | by Fabian Lorenz
HelloFresh, SAP, TalkPool: Tech stocks make a comeback
The frustration among tech investors seems to be over for the time being. After difficult weeks and months, shares from the technology sector are in demand again. This demand applies to tech giants from the US such as Apple, Alphabet as well as SAP. The DAX heavyweight was even able to shine with a forecast increase. Cooking box supplier HelloFresh can also convince investors and analysts with its foreign expansion. And the technology Company TalkPool reported a reference order. With the future topics SmartHome and IoT, the Swiss want to double sales in a few years.
Read
21. October 2021 | 10:11 CET | by Carsten Mainitz
Gazprom, Saturn Oil + Gas, TotalEnergies - Rising prices continue to create a party atmosphere
Europe is currently experiencing an energy crisis. Drivers are noticing it clearly at the gas pumps and users of gas heating systems in their bills. The reasons are manifold: the recovery of the economy after Corona, the curbing of coal-fired power generation for climate protection reasons, the growing hunger for energy of emerging economies and, last but not least, weather effects. In Germany, there is an additional reason: the phase-out of nuclear energy is currently causing a strong expansion of gas-fired power generation to secure the baseload. The beneficiaries of this development are the oil and gas producers - and thus their investors.
Read
20. October 2021 | 13:52 CET | by André Will-Laudien
SAP, wallstreet:online, Baidu - This is where the action is!
Anyone who wants to secure a piece of the market share in today's online business must develop good digital concepts and exceptional customer service. However, many of these models have simply been transformed from the old economy to the digital world and have significant breaking points in the day-to-day operational processing. Currently, the online world is at a standstill because the transfer of goods has to be confirmed manually at a warehouse exit. Many companies are working on a perfect digital flow. We take a look at some of them today.
Read
20. October 2021 | 12:56 CET | by André Will-Laudien
Varta, Graphano Energy, Nel ASA - Who will deliver the super battery?
The race for the most powerful battery stops at many stations. On the one hand, it is about battery efficiency as a basic fact of the climate discussion. On the other hand, many producers wonder where all the battery metals should come from if every second EU citizen switches to e-mobility in the next few years. Neither the charging infrastructure nor resilient batteries are available at the moment, so the whole planning is actually still fraught with a lot of dreaming - nevertheless, the necessary metals are going through the roof in terms of price. The reason is that those sitting on the metals are turning the price screw, even if the actual excess demand will probably only arise in 2-3 years. We are looking at values that are in the middle of the typhoon.
Read
20. October 2021 | 12:17 CET | by Nico Popp
TUI, Diamcor Mining, Varta: Luxury that pays off
A luxurious trip? A sporty electric coupé or perhaps timelessly beautiful jewelry? There are many ways to indulge in luxury. Some are enduring, and some are rather clumsy consumption. But even when it comes to luxury, there is no arguing about matters of taste. However, it is easier to argue when it comes to investments in companies that benefit to a greater or lesser extent from the penchant for luxury. We discuss three shares.
Read
20. October 2021 | 12:10 CET | by Carsten Mainitz
Formycon, Memiontec, Synlab - Act before it is too late!
When an unpredictable event occurs, humanity sees how powerless it is in the face of it. We saw this in the spring of last year with the outbreak of the Corona pandemic. Only since the approval of various vaccines has a normalization taken place. However, further, foreseeable problems are coming our way. According to expert forecasts, water demand will exceed supply by 40% as early as 2030. Some companies sense an opportunity to profit from the water shortage through novel technologies.
Read
20. October 2021 | 11:26 CET | by Stefan Feulner
Plug Power, BrainChip, Software AG - Crisis and no end
The global economy is suffering from a chip shortage. One reason for this is blown-up supply chains due to the Corona pandemic, leading to production downtime and short-time working, especially in the automotive industry. In addition, with future technologies such as the Internet of Things, autonomous driving and artificial intelligence, there is a higher demand for semiconductors in addition to more powerful processors. An end to this dilemma is far from imminent, according to industry insiders.
Read
20. October 2021 | 11:04 CET | by Armin Schulz
Bayer, Sativa Wellness Group, MorphoSys - Can the pharmaceutical industry benefit from the new German government?
The federal election is over, and the pharmaceutical industry has to adjust to the new political constellation. The industry is facing change. Digitization is an important topic. To not lose even more researchers to foreign countries, approval processes must be accelerated and bureaucracy reduced. If we always acted as decisively as we did during the pandemic, much more could be achieved. The new federal government is flirting with the legalization of cannabis. If this were to happen, the market would probably be huge. The next four years promise to be exciting.
Read
19. October 2021 | 13:44 CET | by Fabian Lorenz
Barrick Gold, Standard Lithium, GSP Resource: Commodities booming
Copper, lithium and oil are just a few examples of commodities whose prices are going through the roof. The shares of the producers of these commodities are benefiting as a result. In addition, there is now often a takeover fantasy. This applies, for example, to Standard Lithium. The US explorer has now also published positive data for its project. It also applies to GSP Resource. At least as far as drilling results and takeover fantasy are concerned. The share price, on the other hand, still has room for improvement. The same applies to Barrick Gold. The Q3 figures were convincing, with the gold company earning brilliantly on every ounce, but the shares are trading close to the year's low.
Read
19. October 2021 | 13:13 CET | by Nico Popp
Plug Power, Central African Gold, Newmont: The best of both worlds
The risk appetite is back! Especially in the past week, shares around hydrogen and electromobility have climbed rapidly again. Even hydrogen stocks of the first hour were again kissed awake by the market. We highlight Plug Power, one such share, and list shares that tech-savvy investors can add to their portfolios.
Read
19. October 2021 | 13:06 CET | by Stefan Feulner
Steinhoff International, Osino Resources, Nordex - Best conditions
Despite concerns about a possible real estate crash in China as well as continued high inflation and investors' fears of demonetization, global indices pushed up again last week and are preparing for another assault on new all-time highs. In addition, strong business figures for the third quarter from the US supported the stock market barometers. The DAX also started the number season with good guidance from the software giant SAP.
Read
19. October 2021 | 12:46 CET | by Carsten Mainitz
Nvidia, Almonty Industries, BP - Scarcity drives prices!
The shift from fossil fuels to renewable energy sources is increasing the need for industrial metals. Copper's excellent thermal conductivity, along with its corrosion resistance, ease of processing, strength, durability and formability, offer unbeatable advantages in solar thermal applications. Tungsten's properties also play an increasingly important role in power, lighting, medical and aerospace applications. Companies producing the critical metal have significant upside opportunities in this regard.
Read
19. October 2021 | 12:03 CET | by Stefan Feulner
TeamViewer, Aspermont, Commerzbank - One step ahead
The digital age is massively transforming the economy and, as a result, businesses and their business models. Traditional models are being displaced, and new ideas are in demand. The Corona pandemic has highlighted the enormous shortcomings and accelerated the transformation to a digital world. Across industries, companies that embrace and implement this development are likely to be among the winners, while analog companies will lose their competitiveness and disappear from the scene.
Read
19. October 2021 | 11:12 CET | by André Will-Laudien
Rock Tech Lithium, Barsele Minerals, Standard Lithium, Orocobre - Now the hunt is on!
The lithium herd has started to move tremendously with the federal election. With a Red-Green-Yellow coalition, the market is betting on a fast and consistent approach to implementing the 2030 climate targets. This includes promoting modern technologies from E-mobility to renewable energies and the expansion of hydrogen technology, which is still in its infancy. The protagonists expect the greatest boost to come from subsidies for electrically powered vehicles. In German industry, this was still causing stomach aches 18 months ago, but now the first lithium converter is being built in Brandenburg. We take a look at the hot stock market candidates.
Read
19. October 2021 | 10:46 CET | by Nico Popp
Royal Dutch Shell, MAS Gold, Barrick Gold: Remedies for inflation and crisis
Inflation rates dwarf everything, and any buyer or tradesman has to think back a long time before he can draw a historical comparison with the current situation. However, many economists still appear relaxed: They say that the situation around fragile supply chains and scarce goods will ease next spring. Employment, which is still below pre-Corona levels today, is also expected to pick up speed then. But what if it doesn't?
Read
18. October 2021 | 15:08 CET | by Nico Popp
BYD, dynaCERT, Daimler: Alternative drives are flying again
Trends and moods are sometimes decisive on the stock market: Even a proven future technology has to lose ground when the investor crowd moves on to another industry or prefers to watch the markets from the sidelines. That is what has happened in recent months concerning electromobility and hydrogen. Even big names like BYD and Tesla corrected. However, things have been on the up again for a few days now. We explain where opportunities could lie now.
Read
18. October 2021 | 13:37 CET | by André Will-Laudien
TeamViewer, Desert Gold, TUI - Full speed ahead to the turnaround?
Sometimes things do not work out as expected on the stock market. At the beginning of October, the DAX started a sell-off, the 200-day line was even clearly undercut twice at 14,850 points, and many crash prophets became quite loud again. However, as is so often the case, they were not right because the market left the October settlement on Friday with 15,594 points. Who would have thought it - a complete 700 point reversal, the proclaimed crash was again canceled without a sound. Despite this, however, individual stocks are struggling with lows right now. We take a look at some turnaround opportunities.
Read
18. October 2021 | 13:05 CET | by Carsten Mainitz
Defense Metals, Nordex, Varta - These are the reasons for the rising prices!
Rare earths are indispensable for the production of laptops, cell phones, electric motors and wind turbines. However, their extraction is complicated, which is why the supply is also relatively low. The EU has classified many of these metals as critical with regard to their availability given their great importance for many industries, also because of China's dominance as the largest supplier. Efforts to build rare earth mines outside China are proceeding at full speed.
Read
18. October 2021 | 12:02 CET | by Stefan Feulner
China Evergrande, AdTiger, Geely - Great opportunities in China
China cannot get out of the negative headlines. After the government accelerates the regulation of domestic technology groups, the Middle Kingdom is facing the next problem. The impending collapse of Chinese real estate giant Evergrande has been preoccupying the markets for weeks. However, due to the strong correction in recent months, there are attractive entry opportunities, especially in the technology sector. Charlie Munger, for example, long-time business partner of investment legend Warren Buffett, massively increased his stake in online giant Alibaba in the last quarter, according to a report in the Daily Journal.
Read
18. October 2021 | 11:18 CET | by Armin Schulz
Rock Tech Lithium, Royal Helium, Gazprom - Commodities as a booster for the portfolio
Inflation is hitting with full force. Construction costs and energy prices are right at the forefront, which currently know only one direction: up. In the USA, the inflation rate was 5.4%, and in Germany, 4.1%. Winter is just around the corner and demand for heating oil, gas, and the like is rising, with no end in sight at the moment. If you want to hedge against rising prices, it is best to buy shares in producers that profit directly from price increases. Today we analyze three companies from the commodity sector.
Read
18. October 2021 | 10:44 CET | by Nico Popp
BioNTech, Cardiol Therapeutics, Bayer: Where triple-digit returns beckon
The pandemic is drawing to a close. Vaccination rates are high, and a new wave is - fortunately - not picking up speed. But in this environment, what is happening to many highly acclaimed pandemic stocks? Are vaccine manufacturers still interesting at the moment? We look at how the industry is faring and where opportunities can still be found.
Read
15. October 2021 | 13:39 CET | by André Will-Laudien
Newmont Corp, Triumph Gold, Lufthansa, TUI - Dramatic turnaround in the course!
Gold and silver are turning in significantly, Lufthansa and TUI have gone through with their large capital increases - what is next here? Even if the major indices experienced a strong correction in October yesterday, there was a dramatic turnaround in several respects. Volatility as a fluctuation indicator even came back so strongly in the last few days that it fell below the threshold of 20 again. This indicator shows that the need for hedging is probably dwindling, i.e. the interest of the investment community tends to be directed upwards again. But inflation can still put a spoke in the party's wheel - but that would again be a buying argument for the precious metals! We direct our view on some turnaround candidates.
Read
15. October 2021 | 13:23 CET | by Stefan Feulner
Nordex, Tembo Gold, Plug Power - Great rebound potential
"If you don't have the shares when they fall, you don't have them when they rise", this quote comes from the stock market legend André Kostolany. The words of the old master can be applied to the current state of both the stock and precious metals markets. The renewable energy sector currently offers great comeback opportunities. The prices of most wind, hydroelectric and hydrogen stocks have lost more than half their value in recent months, and the bottoming process is underway. Which companies are coming back and continuing their upward trend?
Read
15. October 2021 | 12:19 CET | by Armin Schulz
Bayer, Water Ways Technologies, K+S - Will there be enough food for everyone in the future?
Humanity is growing and growing. In a few years, 10 billion people will populate the earth. The question then arises as to whether there will be enough food available in the future. One of the difficulties is climate change. If it gets hotter and hotter, less will grow, and if agricultural land becomes smaller, less food can be produced. To meet this challenge, yields on arable land must be increased. Fertilizers can help. Another critical factor will be water. Water is already scarce in some parts of the world, and drinking water is far from accessible to everyone everywhere. Today we analyze three companies that could play an important role in the future of food supply.
Read
15. October 2021 | 11:25 CET | by Carsten Mainitz
First Majestic, Silver Viper, Barrick Gold - Best prospects for precious metals
For the first time since December 1993, the inflation rate in Germany reached a value of over 4%. In the USA, too, the rate rose to 5.4%, although economists had actually expected it to fall. Nevertheless, the central banks are currently making no attempt to counter inflation by raising key interest rates. No one wants to jeopardize the tender little plant of the economy after the disastrous Corona year. Surprisingly at first glance, prices for precious metals as a "crisis currency" are not rising to the extent that would be expected. But there are clear signs that demand will increase strongly.
Read
15. October 2021 | 10:10 CET | by Nico Popp
MorphoSys, Sativa Wellness Group, CureVac: Healthcare investments of tomorrow
The healthcare sector is facing a reassessment. For years, especially in Germany, health care has been "fiddled with" - a reform here, a change there, but in basic terms, little has changed in the system in recent years. With the new federal government, things could start to move. Regardless of ideological trench warfare, observers can state, especially under the impression of the pandemic, that innovative treatment methods and preventive care are the most important trends for the future, along with the digitization of the healthcare system. In this context, we present three companies and highlight their opportunities.
Read
14. October 2021 | 13:55 CET | by André Will-Laudien
Varta, Standard Lithium, Sierra Grande Minerals, Nordex - The next hype rolls in!
In Germany, politics is becoming significantly greener! But what do the mobility concepts of the climate protectors look like? In addition to the publicly demanded reduction of unnecessary business flights, the bicycle would also be an alternative for 30-kilometer journeys. Fossil energy has already become 50% more expensive in 2021, and gas prices are going through the roof. There is still a high demand for energy in Germany because we are currently buying cheap nuclear power abroad. This is how it can go when a botched energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material, along with lithium and other critical metals, is just terribly scarce. How are the typical industry players doing?
Read
14. October 2021 | 13:37 CET | by Nico Popp
ThyssenKrupp, Graphano Energy, BYD: The hype returns
Prices are rising and the economy is booming. Supply chains are not yet running smoothly again, meaning that many basic materials are expensive. But the signs for rising raw material prices are also good in the long term: New technology is driving demand, both for entirely new applications such as batteries and for infrastructure. Buildings, bridges, wind turbines - all of these will remain a topic for years to come. We present three stocks that could benefit from these developments.
Read
14. October 2021 | 13:30 CET | by Carsten Mainitz
SMA Solar, dynaCERT, TotalEnergies - Good for the climate, good for your portfolio!
The signs of the times are climate protection: In America, Joe Biden is trying to push his Green New Deal through the legislature, China is phasing out the construction of coal-fired power plants, and in Germany, the Greens will most likely be part of the next government. Industry is also rethinking its position. Recently, an alliance of 69 leading German companies called for an "implementation offensive for climate neutrality" within the first 100 days of a new government. Signatories included heavyweights such as SAP, E.ON and Bayer. The following three stocks should get a tailwind from the new climate awareness.
Read
14. October 2021 | 11:27 CET | by André Will-Laudien
BioNTech, Cardiol Therapeutics, CureVac: A decade's worth of ideas!
Biotechnology remains a hotly contested industry. In the fight against a wide range of diseases, biopharmaceuticals are the first port of call. It studies the relationship between drugs and excipients' chemical and physical properties and their form of administration in a living organism. By directly applying findings from biology and biochemistry, technically functional elements are identified. The central objectives are to research, improve and develop processes for the production of relevant substances. Often research goes nowhere; we take a look at the sector.
Read
14. October 2021 | 08:20 CET | by Carsten Mainitz
Square, BIGG Digital Assets, Advanced Micro Devices - Profiteers of the FinTech and crypto boom
FinTech and crypto are defining investment themes of today. Even though there are now efforts by politicians to curb or regulate cryptocurrencies, they will remain part of our everyday lives in the long run. For cryptos to be usable by the broad population, it is essential to make them easy and safe to trade and use as a means of payment. That requires certified trading platforms and reliable payment service providers. These are not the only ones who will benefit from the development; hardware manufacturers are also in great demand.
Read
14. October 2021 | 07:46 CET | by Stefan Feulner
SAP, Kleos Space, Ballard Power - Igniting like a rocket
The storage and processing of data will be one of the themes of our society for the coming years. Big Data will create scientific advances and innovations, increasing the competitiveness of both science and companies across industries. Already today, innovative startups are working on the processing of larger amounts of data using artificial intelligence. The potential is enormous, the predicted growth rates gigantic.
Read
13. October 2021 | 13:23 CET | by André Will-Laudien
BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?
Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?
Read
13. October 2021 | 12:19 CET | by Stefan Feulner
XPeng, Central African Gold, Volkswagen - It will not work without metals
Decarbonization is the magic word when it comes to achieving the ever-tighter climate targets. The phase-out of coal and the move away from fossil fuels, oil and natural gas is a done deal. However, considerable quantities of copper, lithium, cobalt and nickel are needed to ensure the energy turnaround, whether for electromobility, solar or wind technology. A limited supply is already matching the enormous demand. A stalling of ambitious plans is already preprogrammed.
Read
13. October 2021 | 11:09 CET | by Armin Schulz
Alibaba, AdTiger, ProSiebenSat.1 Media - Christmas business makes the cash register ring in the advertising market
Even before Corona, more and more people were shopping online, and the pandemic has further boosted this trend. Christmas is fast approaching, and this festival of gifts traditionally brings retailers the highest sales. Sitecore has learned from a survey that Christmas shopping will start earlier this year. When talking to local retailers, it is often heard that customers are nowhere near as abundant as they were before the pandemic. Corona rules or mask-wearing obviously bothers some consumers, and so they continue to turn to online shopping. The advertising market will grow significantly in the next two months, both online and offline. So today, we analyze three companies that are involved in advertising and e-commerce.
Read
13. October 2021 | 10:16 CET | by Nico Popp
Rock Tech Lithium, Manganese X Energy, Daimler: E-mobility takes off on the stock market
The bull market is here to stay. Although standard stocks are still bobbing along, speculative stocks are picking up speed. That suggests that the risk appetite of investors has not yet been satisfied. In addition, events in future-oriented sectors, such as electromobility, are coming thick and fast. Most recently, both Millennial Lithium and Neo Lithium were taken over. The Canadian-German Company Rock Tech Lithium is becoming a neighbor of Tesla in Brandenburg. Which stocks are the next winners?
Read
12. October 2021 | 13:32 CET | by Nico Popp
RWE, Desert Gold, Deutsche Bank: Opportunities from conservative to speculative
How to invest when prices are galloping and disruptive fires are increasing? Many investors will opt for blue chips. Indeed, large corporations with steady and stable cash flows offer an opportunity, especially in times of inflation. But which stocks are specifically suitable? Using three shares as examples, we explain how investments can succeed today.
Read
12. October 2021 | 13:09 CET | by André Will-Laudien
Infineon, BrainChip, Palantir - Spoiled for choice!
The chip shortage is having an increasingly negative impact on supply chains. In Mecklenburg-Vorpommern, short-time work has now been declared at some suppliers to the automotive industry. First, the pandemic and the associated uncertainties among consumers caused less demand. Now, demand is suddenly back, but it cannot be satisfied because the supply chains from Asia are not yet functioning properly. Market observers expect these constraints to continue into next year. The chip crisis has now existed since the Evergreen disaster in the Suez Canal and seems to be with us for longer. We take a look at some tech stocks in the near vicinity.
Read
12. October 2021 | 12:32 CET | by Carsten Mainitz
Defence Therapeutics, BioNTech, Valneva - When will things pick up again?
Biotechnology companies can experience a significant, sometimes even exponential, increase in value virtually overnight with a new, successful active ingredient. BioNTech is a prime example of this. But not every research effort leads to success, and CureVac shareholders can tell you a thing or two about that. Canada's Defence Therapeutics and Valneva have innovative research pipelines. Where should investors consider investing now?
Read
12. October 2021 | 11:55 CET | by Stefan Feulner
NIO, Defense Metals, Plug Power - It is getting critical
Today we are faced with ever-tighter climate targets on the one hand and the availability of critical minerals for a safe and fast energy transition on the other. The disparity between scarce supply and steadily increasing demand is widening. There has been a threat of extreme scarcity and a crashing failure of the widely announced climate change for many years. The few producers of strategic materials are likely to have a bright future.
Read
12. October 2021 | 11:32 CET | by André Will-Laudien
Alibaba, TalkPool AG, Deutsche Telekom - Here are reasons to buy!
Alibaba's share price has been firmly in the grip of the bears lately. With a loss of more than 60%, the share is one of the hardest-to-fall tech giants since the end of 2020. However, one of the world's fans is not fazed by the share price decline: Charlie Munger. Together with Warren Buffett, the 97-year-old still runs Berkshire Hathaway - one of the most successful investment companies of all time. Munger has already stealthily made another grab at Alibaba while others were saying goodbye. He is not alone on Wall Street in this, even if analysts are still holding back anxiously. We take a look at a few interesting IT players.
Read
12. October 2021 | 10:45 CET | by Stefan Feulner
LVMH, Diamcor, Porsche - Demand skyrockets
"I have never hated a man so much that I would have given him back his diamonds," Zsa Zsa Gabor is said to have once remarked. Yet the movie star was married no fewer than eight times. The demand for precious stones is increasing, not only because of more marriages but also because of the fear of inflation and currency devaluation. The diamond industry is experiencing increasing demand, especially from the Arab world, the newly strengthened Chinese middle class and India.
Read
11. October 2021 | 13:11 CET | by Carsten Mainitz
Aspermont, flatexDEGIRO, TeamViewer - Buy recommendations from analysts
Growth and expectations play a crucial role in share price development. But often, it is the discrepancy between expectations and forecasts on the one hand and the facts on the other that move prices. If expectations are missed, and this happens more often or to a serious extent, it can lead to prolonged share price weakness. On the other hand, overly high expectations of the investment community or a failure to recognize growth prospects can lead to good investment opportunities. Analysts recommend buying the following stocks.
Read
11. October 2021 | 12:18 CET | by André Will-Laudien
Standard Lithium, Meta Materials, Varta - The race is still open!
Faster than expected, the shift toward electric drive is taking place among motorists. Political pressure and public opinion drive some car buyers to the alternative powertrain counter despite many technical hurdles. That is creating an increased demand for many critical raw materials, which is currently challenging to meet. As a result, prices for metals and battery materials have been going through the roof for several months now, and a veritable commodity inflation is spreading. We look at interesting investment opportunities.
Read
11. October 2021 | 12:02 CET | by Nico Popp
Adler Group, Barsele Minerals, Deutsche Telekom: Everything is at stake
The real estate market in China is shaky. A European real estate company has been the subject of speculation recently. Hedge funds have accused the Luxembourg Company Adler Group of irregularities. Is this the beginning of a bear market? Is the next crisis looming? Or will everything turn out all right in the end? We take a look at three exciting stocks of the moment.
Read
11. October 2021 | 11:30 CET | by Armin Schulz
Allianz, wallstreet:online, Commerzbank - Quo vadis stock markets?
The markets are highly nervous at the moment. First, the Corona numbers went up again, then the Chinese real estate giant Evergrande was on the verge of collapse, and the supply chains are still not back in step. The result was falling indexes. That automatically leads to more fear, as the Fear and Greed Index also showed. Last week, the market calmed down slightly, and the fear index dropped from 27 to 34 points. In Germany, there is also the fact that more people have dabbled in equity investments due to a lack of interest rates. According to the Global Wealth Report, the purchase of securities grew by 65%. Many of the newly added shareholders know only rising stock markets. Consolidation would not hurt the market. On the other hand, there is hardly any alternative to investing money at the moment. It remains exciting.
Read
11. October 2021 | 10:26 CET | by Stefan Feulner
Deutsche Post, Memiontec, Bayer - Here is where the action is
After heavy losses in recent weeks - the DAX losing more than 1,200 points at its peak and briefly slipping below the 15,000-point mark - the mood is brightening again. The German benchmark index, now made up of 40 members, is back on track for a year-end rally despite concerns about stagflation. The 16,000 peak beckons once again. Individual stocks are likely to outperform in the final weeks of the stock market year based on the recently reported fundamental data.
Read
08. October 2021 | 13:04 CET | by Carsten Mainitz
Central African Gold, Varta, Standard Lithium - Get in or get out?
Electromobility is on the rise. Growth is gaining momentum, spurred on by massive political support. Increasing quantities of various raw materials and critical metals are needed for renewable energy plants, storage facilities and grids. Copper, zinc, nickel, cobalt and lithium are gaining enormous importance. China often dominates the global supply. The following companies are connected to the megatrend of electromobility in very different ways. What unites them is the opportunity for growth. Who is ahead of the game?
Read
08. October 2021 | 12:19 CET | by Armin Schulz
Nel ASA, dynaCERT, Plug Power - Hydrogen is part of the energy turnaround
If the upcoming German government wants to achieve the energy transition and banish all fossil fuels such as coal, oil and gas, part of the solution lies with hydrogen. On particularly sunny or windy days, some of the green electricity generated is simply lost. To avoid overloading the power lines, some of the electricity is given away abroad. Using this energy to produce green hydrogen would make the energy produced both storable and portable. If the price per kg of hydrogen could be reduced significantly, the greatest potential for this technology would automatically arise.
Read
08. October 2021 | 11:28 CET | by Stefan Feulner
Nordex, Desert Gold, TUI - The wind is changing
The DAX is back on top after a brief but painful correction and the slide below the psychologically important 15,000 mark. Was that it, and is the German stock market barometer preparing for a year-end rally and a renewed jump above the 16,000 mark, or will further price losses follow? A long consolidation phase could also be over for certain individual stocks, just like in the precious metals markets.
Read
08. October 2021 | 10:25 CET | by André Will-Laudien
BioNTech, Defence Therapeutics, Valneva, Formycon - Close to the bio-revolution!
Portugal is one of the countries with the highest vaccination rate, with 86% of the population already vaccinated. Approximately 98% of those eligible for vaccination - including everyone over the age of 12 - have been vaccinated. Germany, with about 64%, is one of the more vaccine-weary nations. What is the secret of the Portuguese? The government relied on an opinion maker from within its ranks, Admiral Gouveia e Melo. An expert in complicated logistical tasks in the military, he was appointed in February as the top leader of the national vaccination campaign. He is never seen without his military combat uniform in numerous public television appearances - and when asked how other countries can move their own vaccination effort forward, the admiral did not hesitate to offer his best advice: "You have to find people who are not politicians." Where are the current opportunities in the vaccination sector?
Read
07. October 2021 | 14:03 CET | by André Will-Laudien
Alibaba, Aspermont, Facebook - Cyberattacks or data leaks?
The stock markets are shaking, and the flood of data is increasing daily. As a result, the traffic on all social media channels is also increasing. Some of them get performance problems or have to shut down because of server problems. There have now been several outages lasting several hours in quick succession in the Facebook empire, costing investors over USD 50 billion in market value in Facebook shares. Information is the name of the game on the stock market today, and social platforms like Reddit have a big stake in the market. When something does not work, investors often react in panic and stock markets swing wildly. We take a look at some of the protagonists.
Read
07. October 2021 | 13:38 CET | by André Will-Laudien
Deutsche Telekom, Troilus Gold, Barrick Gold - Time for the safe haven
The world's stock markets are reeling. With inflation on the rise and investors fearing a turnaround in interest rates, the crash prophets are again coming out of their holes. Kiyosaki, Mr.DAX and Co. see themselves confirmed by an impending real-estate bankruptcy rolling towards us from China, triggered by the real estate Company Evergrande. Indeed, stock market barometers are in correction mode, at least in the short term, with the DAX tearing through the psychologically important 15,000-point mark. Meanwhile, another market is in the starting blocks to make a comeback.
Read
07. October 2021 | 12:54 CET | by Fabian Lorenz
Tembo Gold, Gazprom, Standard Lithium - Annual high or downward trend?
Developments in commodities could hardly be more different at the moment. While gas, oil and also lithium are in strong demand, precious metals are a tragedy. The development of the shares of the companies active in the respective sectors is corresponding. The Gazprom share is at a multi-year high, and energy prices will be a topic at the next EU summit. After the all-time high at the end of September, Standard Lithium is in a sharp correction. Debt-free Tembo Gold is currently interesting for anti-cyclical investors and has published positive news.
Read
07. October 2021 | 12:00 CET | by Stefan Feulner
Palantir, wallstreet:online, Commerzbank - Significant steps
Stock market trading experienced a real boom last year as a result of the Corona lockdowns. New shareholders, primarily from Generation Z, took a liking to trading in companies. Online brokers' revenue and profit numbers shot through the roof. During the second quarter of 2021, growth now stagnated. The wheat is separating from the chaff. Companies with unique selling points, such as wallstreet:online AG, will continue to grow. Many others will disappear from the playing field.
Read
07. October 2021 | 11:15 CET | by Carsten Mainitz
JinkoSolar, Meta Materials, Encavis - Here comes the sun!
Climate is the dominant topic of our time. Not only has the population understood this and given the Greens a record result in the last federal election, but many companies from traditional sectors such as the automotive industry or heavy industry have now accepted that only green, sustainable technology promises lasting growth. Climate-neutral energy sources are the central element. Associated with this are energy storage challenges and increasing efficiency, which is currently still far from completely replacing fossil fuels. These three stocks will benefit from the upheavals.
Read
07. October 2021 | 10:33 CET | by Nico Popp
Varta, Enapter, NEL: Where hydrogen pays off directly
It is turnaround time! Never before in history will so much be changing as in the next five years. The energy turnaround is switching our supply to renewable energy sources and new storage options, and the mobility turnaround will ensure that electric motors will soon dominate the roads. Although it is clear where the journey is headed, shares based on the new technology offer highly diverse opportunities. We take a look at three stocks.
Read
06. October 2021 | 13:25 CET | by André Will-Laudien
Siemens Energy, Memiontec, Bayer - GreenTech is making the rounds!
For many people, water is as valuable as gold. Most of the water on our planet, more than 97%, is saltwater. And humans and animals cannot drink that because salt extracts water from the body, you would inevitably dehydrate. Freshwater is distributed unevenly on earth because it is predominantly found in forests and high mountains, and corresponding rainfall is the order of the day. The little freshwater there would be enough for all people - if it were evenly distributed on earth. Developing countries often lack the money to build sewage treatment plants to purify dirty or bacteria-contaminated water. Worldwide, about 4,000 children die every day because they drink contaminated water and become very sick. A reason to act as soon as possible!
Read
06. October 2021 | 12:56 CET | by Stefan Feulner
BYD, Saturn Oil + Gas, Royal Dutch Shell - Explosion on the oil market
The Organization of Petroleum Exporting Countries OPEC and its alliance partners led by Russia (OPEC+) have decided to increase production only gradually, despite tight supply. Demand is recovering strongly as the Delta variant of the coronavirus subsides. The result is skyrocketing oil prices, which are the highest they have been in seven years. In contrast, oil producer shares are still far from their highs.
Read
06. October 2021 | 12:32 CET | by Armin Schulz
Valneva, Cardiol Therapeutics, BioNTech - New vaccines needed against Corona
Johnson & Johnson's new study shows the booster vaccine improves protection against severe Corona disease by 75%. According to the New York Times, the Company plans to seek approval for the booster vaccine. While the FDA has already approved BioNTech's booster vaccine for those over 65, Moderna and Johnson & Johnson have yet to receive approvals. Those are on the agency's Oct. 14 and 15 meeting schedule. BioNTech CEO Ugur Sahin stressed to the Financial Times that there must always be new formulations to stop new virus variants.
Read
06. October 2021 | 11:57 CET | by Nico Popp
China Evergrande, Triumph Gold, Gazprom: Investing in uncertain times
In September, inflation in Germany climbed by 4.1% for the year. Compared with the previous month, prices remained constant. Despite this, more and more people are sounding the alarm bells. Whether in construction, the skilled trades or the auto industry, scarce goods are additionally fueling prices, and now there is also the energy shortage in China - the workbench of the world. Here is how investors can invest in uncertain times and which stocks they are better off avoiding.
Read
06. October 2021 | 11:13 CET | by Nico Popp
JinkoSolar, Silver Viper, Volkswagen: The time is ripe
Observers call silver the precious metal of the energy transition. Why? Silver is in solar plants, sensors for wind turbines, electric cars and infrastructure for 5G. The latter mobile communications standard is needed to make many devices smart and is thus also a mosaic of the energy transition. We present three stocks that are directly or indirectly related to silver.
Read
06. October 2021 | 10:26 CET | by Stefan Feulner
Steinhoff, MAS Gold, Infineon - The sleeping giant
Rising inflation, historically high government debt, and central banks continue to open the money floodgates and keep interest rates at zero. One would think gold should be more in demand than ever due to the general data. But the precious metal has remained in a deep sleep since its highs of last year. The situation resembles that of about 5 years ago. Back then, the gold sentiment was poor, and interest in gold mining stocks was low until the precious yellow metal put in a performance of just under 30% in the subsequent 6 months. Incidentally, the gold mining index XAU exploded by around 180% in the same period.
Read
05. October 2021 | 13:05 CET | by Nico Popp
Alphabet, Water Ways Technologies, TOMRA Systems: Return on investment with clean water and sustainability
Clean water is a human right for a reason. When precious water is polluted, diseases spread. Children and the elderly in particular suffer from water pollution. Geo-strategists are even expecting armed conflicts over water. For example, when huge rivers, which are often the lifelines of entire continents, become polluted and countries downstream suffer. We present three stocks that have something to do with water.
Read
05. October 2021 | 12:20 CET | by Stefan Feulner
Covestro, Royal Helium, Nikola - Where will this lead?
The situation is more than critical. Whether wood, steel or plastics, many raw materials are becoming increasingly scarce. The delays and interruptions in supply chains are jeopardizing smooth operations in business, industry and trade. Every sector is currently feeling the effects, from large corporations to small craft enterprises. Despite full order books, many companies are announcing short-time work. This situation is likely to worsen in the coming months.
Read
05. October 2021 | 11:40 CET | by Fabian Lorenz
BioNTech, Varta, Sierra Grande Minerals - Is the countermovement coming?
The BioNTech share was under intense pressure in the past trading week. But even at the start of the week, the bulls could not prevail with a countermovement. There is also good news from the new German biotech star. Ripe for a rebound are also the shares of Varta and Sierra Grande. At Varta, the presentation of Apple's new Airpods could herald a share price recovery. Sierra Grande is suffering from weak precious metal prices. The Company has just published positive drilling results. Investors could soon look forward to rising prices for all three shares.
Read
05. October 2021 | 10:25 CET | by Nico Popp
SAP, Kleos Space, Facebook: Invest in data treasures
Data is the raw material of the 21st century. Whether it is real estate usage data, people's habits, or even their sleep - if you can analyze data on a large scale, you can tailor products and services precisely to your customers. That makes for greater business success. So it is no wonder that companies that collect data are willing to pay for it. We present three stocks that are well-positioned around data and the digital future.
Read
04. October 2021 | 12:36 CET | by Armin Schulz
BP, Almonty Industries, Standard Lithium - Which commodities offer the most potential?
Last Tuesday, the barrel of oil reached the USD 80 mark again for the first time since 2018, even though OPEC had recently increased production volumes. The discrepancy between supply and demand obviously could not be closed by the production increase. Comparing tungsten with gold, an investment in tungsten could beat gold by 70% since 2010. In the case of lithium, the price is also rising significantly. The automotive industry has decided to push ahead with its conversion to e-mobility in the interests of sustainability. So, the ambitious goal of charging only USD 100 per KWh of capacity in an e-car battery will not happen, making the price of e-cars much cheaper. Today, we take a look at three companies that produce these raw materials and analyze the potential.
Read
04. October 2021 | 11:29 CET | by Stefan Feulner
MicroStrategy, BIGG Digital Assets, Coinbase - Big News
Bitcoin is alive! September was a month of oblivion for crypto disciples; however, last week saw a solid upward momentum. The lead cryptocurrency gained nearly 20% despite more negative voices from the Chinese regulatory camp, and the altcoins followed suit. Technical analysts who subscribe to the Elliott Wave theory now see the start of a third wave underway, which should take prices to new highs.
Read
04. October 2021 | 10:06 CET | by Nico Popp
NEL, GSP Resource, China Evergrande: How to find the doublers
Speculative investments are the salt in the soup on the stock market. Of course, those who rely on ETFs and funds over the long term via a savings plan can already do a lot better than the vast majority of savers. However, those who develop a good knack for speculative individual stocks can give their portfolio a growth kick. Even if many newcomers to the stock market can hardly believe it: 100% and more is possible. Using three stocks as examples, we explain what is important and what is not a good prerequisite for investment.
Read
01. October 2021 | 13:19 CET | by André Will-Laudien
China Evergrande, Troilus Gold, Daimler, BP - With quality against the crash!
In strongly fluctuating markets, good advice is expensive. China Evergrande has divested itself of a bank stake in order to refinance its obligations. Some will say this is already getting down to the wire. China's real estate markets appear to be in serious trouble. We hear little about the default payments to foreign investors, and domestic investors have probably received their interest late. Everything is in the balance here. Meanwhile, the Bund future falls below the critical 170 mark, which means that the European bond markets also suffer from a slight withdrawal of confidence. We look at some standard stocks with high content.
Read
01. October 2021 | 12:45 CET | by Carsten Mainitz
Royal Helium, Gazprom, NEL - Now it is worth taking another look!
Helium is a sought-after noble gas essential for numerous applications due to its outstanding chemical and physical properties. It is used, for example, as a non-conductive, non-reactive coolant in medical laboratory equipment or in space rockets. It is also in demand in the electronics and nuclear industries. On Earth, helium occurs only in very low concentrations in the atmosphere due to its high volatility, although it is the second most abundant element in the universe after hydrogen. Helium is often a byproduct of oil and gas production. How can investors profit?
Read
01. October 2021 | 12:05 CET | by Armin Schulz
JinkoSolar, Memiontec, Encavis - How to profit from the Federal election
Since the Federal election on September 26, it seems clear that the Greens will be in the government. Whether a traffic light or Jamaican coalition, without the Greens, only the GroKo remains, and that is as good as impossible with the CDU as a junior partner. Annalena Baerbock has already made it clear that her party wants to push through demands regarding sustainability. Germany will therefore have to increase its efforts once again. Renewable energies will continue to be promoted, while CO2 emissions will be penalized. This approach can be observed almost everywhere in the world. Reason enough to take a closer look at three companies that are committed to sustainability.
Read
01. October 2021 | 11:33 CET | by Stefan Feulner
Volkswagen, Royal Dutch Shell, Enapter, Nordex - Green investment opportunities
The climate targets formulated are ambitious. According to the Paris Climate Agreement, Germany has committed itself to work with the international community to limit global warming to 1.5 degrees. According to current research, this would only be possible if the Federal Republic became climate-neutral by 2035. Unfortunately, the reality is sobering. For example, in the first 3 quarters of 2021, the share of renewable energies in electricity consumption fell to just 43%. Policymakers must act and rely on the pioneering spirit of young companies.
Read
01. October 2021 | 10:35 CET | by Nico Popp
ProSiebenSat.1, wallstreet:online, FlatexDEGIRO: Investing in the power of the media
When Sebastien Thill of Moldovan Champions League participant Sheriff Tiraspol scored the 2-1 winning goal against Real Madrid at the time-honored Bernabeu Stadium a few days ago, the euphoria knew no bounds. When Thill glanced at his smartphone in the hours after the final whistle, the Luxembourger must have been amazed once again: He had received hundreds of messages via social media. The example of the footballer, who was largely unknown until a few days ago, vividly illustrates the power of the media. Just a few seconds in the spotlight are enough to draw millions of people's attention to a topic. The three companies we are presenting today show that money can also be made from this phenomenon.
Read
30. September 2021 | 22:51 CET | by Nico Popp
BIGG Digital Assets: When a growth machine goes mainstream
When new technology catches on, regulation tends to lag behind. In the financial sector, the relevant authorities must approve new products or processes. Otherwise, investors quickly find themselves operating in a gray area. Blockchain technology and cryptocurrencies have been experiencing increasing regulation for several years. Nerds and activists of the first hour fear the independence of the currencies, and investors see the chance for new investment opportunities. In some cases, crypto is already considered a new asset class today. Canadian blockchain company BIGG Digital Assets received welcome news from Canadian regulators today. Netcoins, BIGG's wholly-owned subsidiary, became a regulated crypto exchange in Canada today. This makes BIGG Digital Assets the only listed Company in Canada to offer access to a regulated trading venue for digital currencies based on blockchain technology. So what does this mean for the stock?
Read
30. September 2021 | 14:07 CET | by Stefan Feulner
BYD, Barsele Minerals, GEA Group - The clock is ticking!
Rising inflation, the fear of rising interest rates and further exploding commodity prices. In addition, a looming crisis, triggered by the real estate group China Evergrande. The shadows over the partly excessively overvalued stock markets are getting bigger and bigger. Historically, a flight into crisis metals would be the logical consequence. But also, the precious metals are in the correction mode - still! In the long run, investors should think about building up positions in mining stocks.
Read
30. September 2021 | 13:54 CET | by Fabian Lorenz
Good News from Evergrande, Plug Power and Triumph Gold
Volatility has increased sharply on the stock markets in recent days. The overall mood is negative. Technology stocks, in particular, are suffering from rising interest rates. In China, energy shortages due to a lack of coal are slowing economic growth, and worries surrounding Evergrande's insolvency continue. The insolvent real estate group has sent a sign of life and gives investors hope. Investors also have renewed hope in hydrogen stocks like Plug Power. For the purchase of gold shares, one needs courage at present. However, this could soon be rewarded in the case of Triumph Gold, for example.
Read
30. September 2021 | 13:29 CET | by Carsten Mainitz
EuroSports Global, Daimler, JinkoSolar - Eyes open!
Germany has voted. The new federal government is likely to attach great importance to the topics of renewable energies and electromobility. The mentioned areas have also gained weight internationally. With these three shares, investors can profit from the two megatrends. Who is the favorite?
Read
30. September 2021 | 12:46 CET | by André Will-Laudien
TeamViewer, Silver Viper, Nordex: Please board - the train is departing!
Uncertainty and high volatility! After months of upswing on the capital markets, an uneasy feeling is setting in among investors due to some imponderables in China. The coefficient of fluctuation, expressed by the VDAX and VIX, skyrocketed from values around 17 to 25 early this week. It does not mean much for ordinary investors, but the cost of hedging increases for institutional investors, and those who want to lower the risk a bit have to adjust the investment ratio accordingly. All this is still happening in a relatively stable environment because those who want to get out can still sell at good prices. Where should one look closely now?
Read
30. September 2021 | 12:20 CET | by Stefan Feulner
BioNTech, Sativa Wellness Group, Aurora Cannabis - For the good of humanity
One thing has been brought home to humanity since the outbreak of the Corona Pandemic and the rapid development of vaccines - Science and research are essential in identifying health risks and helping people live long and healthy lives. Young companies, in particular, are discovering alternative treatments through their research and using natural products that have centuries of tradition - with great potential.
Read
30. September 2021 | 11:36 CET | by Nico Popp
Infineon, AdTiger, Alibaba: China as a huge comeback opportunity
Digital business models have enormous advantages. One of the most important trump cards is scaling. Once a digital product is established on the market, more and more customers can acquire it without much effort. While classic industrial products depend on new factories, digital players simply buy in computing or storage capacity and serve the new demand at lightning speed. We have selected three exciting stocks related to digitalization.
Read
30. September 2021 | 10:32 CET | by Nico Popp
Nordex, TalkPool, Varta: Where things could soon be looking up again
Technology is changing our lives. Anyone who builds a house today thinks along the lines of sensors and networked control units. Thermostats can be used to create a pleasant indoor climate and save energy at the same time. Even windows can be equipped with sensors. Not to mention the endless possibilities for home security. The private sector is thus experiencing what has already begun in industry under the buzzword Industry 4.0. Since this trend is far from over, it is worth taking a closer look at companies around digital and sustainable technologies.
Read
29. September 2021 | 13:50 CET | by André Will-Laudien
Allianz, MAS Gold, Alibaba, Tencent - Better get the sheep in the dry!
The gold price fluctuates with every political news as rarely before. After a good end to 2020 and a conciliatory May, it has been going down again since summer. After USD 2,074 last year, we are already USD 340 lower today, although the political and economic stability has deteriorated. The reason for this is that since the beginning of the pandemic, public budgets have undergone a veritable debt explosion. Inflation is now palpable, and this would be the breeding ground for a value-preserving precious metal investment. Are there other safe havens besides gold?
Read
29. September 2021 | 13:08 CET | by Armin Schulz
Deutsche Bank, Aspermont, Square - FinTech approaches promise a lot of potential
For several years now, the FinTech sector has been gaining more and more attention. Digital bank Revolut entered its funding round with a valuation of USD 33 billion. If you compare this value with the market capitalizations of German banks, the valuations are far below FinTech bank, with EUR 23 billion for Deutsche Bank and EUR 6.9 billion for Commerzbank. So big profits can beckon for emerging FinTech companies. These companies no longer have as many staff as traditional banks, and even advisory services are taken over by electronic helpers these days. There is additional pressure on traditional banks due to the zero interest rate policy. So today, we look at three companies looking to expand their businesses in this direction.
Read
29. September 2021 | 12:04 CET | by Carsten Mainitz
AZTEC MINERALS - Fantastic drill results
In the medium term, nothing should stand in the way of rising precious metal prices. Gold and silver demand as jewelry, from the industry, and as crisis currency or inflation protection, form the basis for a perspectively higher price level. After an excellent performance last year, the prices of gold and silver are currently consolidating. For investors with an anticyclical approach, this opens up good investment opportunities. Exploration companies with high-quality projects, such as Aztec Minerals, historically benefit disproportionately from rising precious metal prices.
Read
29. September 2021 | 11:13 CET | by Stefan Feulner
Nel ASA, Water Ways Technologies, Veolia - Frightening development
Water is our most precious resource. Energy, food, transportation and nature all depend on a supply of clean, flowing water that is dwindling at an alarming rate. By 2050, demand will increase by 55%, according to an OECD study. According to the World Economic Forum, global water supply is one of the top 10 societal risks of our time. To avert disaster, companies are stepping up to revolutionize food production with new technologies such as smart irrigation, robotics, drones and the Internet of Things.
Read
29. September 2021 | 10:18 CET | by Nico Popp
Rheinmetall, Almonty Industries, Siemens Healthineers: Here the signs point to growth
In 2019, the world's nations spent a whopping USD 1917 billion on armaments. That is more than they have spent since 1988, stresses the Stockholm-based International Peace Research Institute. Germany increased its spending more than any other country in the process. The incidents in Afghanistan have shown that it is of great importance to be able to act if one wants to play a role on the international stage. The pandemic shows that health can also take on a global dimension. Here, too, experts expect rising expenditures. Reason enough to take a closer look at well-known representatives of both sectors.
Read
28. September 2021 | 14:06 CET | by André Will-Laudien
BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!
Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!
Read
28. September 2021 | 13:31 CET | by Fabian Lorenz
Nel, JinkoSolar, Saturn Oil + Gas: It looks good!
Shares from the solar, hydrogen and oil sectors are in demand again. And the chances are good that it will continue. The federal elections are creating a good mood for solar and hydrogen; whether it is a traffic light or Jamaica, the new government will be greener. So good news for Nel and JinkoSolar. Both have also reported positive news. But oil stocks could also be in for a hot fall. That is because little work is being done on new projects, and demand will remain high for decades to come. So oil could become scarce despite the trend toward clean energy, according to one expert. Saturn Oil & Gas should benefit from this. The Canadians just bought huge oil reserves at a bargain price.
Read
28. September 2021 | 12:56 CET | by André Will-Laudien
Standard Lithium, Defense Metals, Orocobre, Millennial Lithium: Separating the wheat from the chaff!
Lithium has become one of the most important metals in electromobility. Where all this lithium will come from is critical, as the logic behind electromobility is to generate more sustainable technologies. For more climate protection, mining companies must also fit into a sustainable concept. Lithium extraction should therefore follow high environmental standards and take place in an appropriate economic and social context. But beware: the overall market has recently stopped following every battle cry. Separating the wheat from the chaff is becoming a portfolio challenge!
Read
28. September 2021 | 12:04 CET | by Stefan Feulner
Nordex, GSP Resource, NIO - These are the election winners
Germany has voted, and the decision was very close. According to the leading candidates Scholz and Laschet, the government should be in place by Christmas at the latest. Whether it is a traffic light or Jamaica, the Greens will almost certainly be part of the coalition. As a result, this means that the energy transition and climate protection topic will be more in the focus of politics than ever before. The expansion of infrastructure topics such as energy, construction and transport promises growing sources of income and full order books for the companies concerned.
Read
28. September 2021 | 11:19 CET | by Carsten Mainitz
Cardiol Therapeutics, BioNTech, Valneva - Volatility offers good opportunities!
The share prices of the Corona vaccine manufacturers are not growing sky-high after all. Most recently, developments at France's Valneva caused uncertainty. The French Company wanted to bring a Corona vaccine to market by the end of 2021 and had already received an order from the British government for 100 million units. This contract has now been canceled. Where does the industry go from here?
Read
28. September 2021 | 10:37 CET | by Nico Popp
Intel, BrainChip, AMD: A chip like the human brain
Chips are in short supply. When assembly lines in Wolfsburg, Munich or Sindelfingen come to a standstill because of a shortage of inexpensive semiconductors, it is frustrating for the German automotive industry. But powerful chips and processors with entirely new architecture are also urgently needed for future technology. Machine learning and artificial intelligence are also placing new demands on chipmakers. We profile three titles.
Read
27. September 2021 | 13:24 CET | by Armin Schulz
Valneva, Defence Therapeutics, CureVac - Second-tier vaccine makers offer high potential
The battle against the Coronavirus is still ongoing, although more and more people have been vaccinated with vector or mRNA vaccines. In Europe, an average of 60% of all people have received the vaccination. Herd immunity has not yet been achieved, in part because of vaccine skeptics who do not yet trust novel vaccines. New vaccines based on dead viruses promise to remedy the situation. This method has already been tried and tested in influenza vaccinations, for example. According to a study in Switzerland, about 70% of the unvaccinated would still be vaccinated if the method had already been tested. Herd immunity could thus be achieved, and everyday life could return to normal. So, which vaccine manufacturer that does not currently have an approved product could shake up the market?
Read
27. September 2021 | 12:52 CET | by André Will-Laudien
Central African Gold, TUI, Lufthansa - Attention, these were the lows!
The upward movement at the stock exchanges is very advanced because, in the last years, the higher valuation of the shares (and real estate) was funded by cheap money from the central banks. Now, however, inflation shows up in the statistics, for Europe officially a plus of 3,8%. This inflation rate, by its measuring method, corresponds little to reality. It is generally known, the actual price markup in the relevant goods might already lie beyond the 5% mark. One thinks here only of the exploding gasoline prices, the bread roll at the baker or the restaurant attendance after the reopening. Precious metals could be a tried and tested means of achieving real purchasing power protection. Let us do the math.
Read
27. September 2021 | 12:20 CET | by Carsten Mainitz
Diamcor Mining, TUI, Xiaomi - Consumer stocks are among the winners!
To consume or to save? Everyone is faced with this fundamental decision. The individual rate depends on the level of income and the prospects regarding the labor market and economic growth. In the course of the Corona pandemic, private consumption declined significantly. With economic recovery and the removal of lock-downs, personal consumption is picking up again considerably. The companies mentioned above are benefiting from this.
Read
27. September 2021 | 11:23 CET | by Stefan Feulner
JinkoSolar, dynaCERT, Alstom, Nel ASA - Hydrogen as the key
For the first time right before a federal election, Fridays for Future demonstrated nationwide for more climate protection. According to Greta Thunberg, who made her appearance in Berlin, Germany is the fourth-largest carbon dioxide emitter in history, and that with a population of only 80 million people. Politicians must act and accelerate the switch from gasoline and diesel to environmentally friendly drives. In addition to electromobility, there is no way around hydrogen and fuel cell technology in the future, especially for heavy vehicles.
Read
27. September 2021 | 10:46 CET | by Nico Popp
BioNTech, Meta Materials, Bayer: Rich with innovations
A new car manufacturer or a new networked fitness device can trigger hype on the stock market. But the opportunities are even greater when companies bring genuine innovations to market. These include new active ingredients, pharmacological processes or pioneering achievements by engineers. We present innovators of yesterday, today and tomorrow and shed light on their growth prospects.
Read
24. September 2021 | 14:10 CET | by Fabian Lorenz
BioNTech, Valneva, Defence Therapeutics: New highs for vaccine stocks?
Investors in COVID-19 vaccine manufacturers have had little reason to rejoice in recent weeks. Top dogs Moderna and BioNTech have come back noticeably from their highs. Valneva's stock plummeted on Monday. Only newcomer Defence Therapeutics has held its ground at a high level. But for all of them, the calm could soon be over, and a new high could begin. Because people in other parts of the world are still not vaccinated. In addition, winter is just around the corner in Western countries, which means that Corona rates are rising. In addition, a new study shows the risk of long-COVID - such as memory and concentration deficits - even in children. With this mix, vaccine stocks face an exciting fall.
Read
24. September 2021 | 13:34 CET | by André Will-Laudien
Tencent, Memiontec, Gazprom - Buy when the cannons are firing!
The last few trading days have been dominated by the scandal surrounding China Evergrande. To take pressure off the markets, the management and China's central bank have reacted accordingly and presented measures. The highly indebted real estate company has probably reached an agreement with domestic creditors regarding the outstanding interest payments. No mention was made of offshore liabilities. The People's Bank of China has reportedly injected 90 to 110 billion yuan, the equivalent of just under 14 billion euros, into the banking system in an attempt to calm investors' nerves. Nightingale, "we" hear you galumph!
Read
24. September 2021 | 13:13 CET | by Stefan Feulner
Deutsche Telekom, TalkPool, Nordex - Shares for a better future
At last, one might say, the brutal election campaign concerning the Bundestag elections taking place on Sunday is coming to an end, and Mutti is stepping down after 16 years in office. The successor is still open, but regardless of whether it is red-red-green, Jamaica or traffic light, the new government's focus is likely on climate protection. In addition to politicians, companies are called upon to contribute to the transformation to a climate-neutral world through new technologies.
Read
24. September 2021 | 12:09 CET | by Carsten Mainitz
Troilus Gold, Rio Tinto, BHP - Exploit uncertainty!
The falling demand for iron ore by the world's largest consumer, China, has put enormous pressure on the prices for iron ore and led to the downward slide in the share prices of major players such as Rio Tinto and BHP. In the medium term, prices will have to rise again due to high demand. Likewise, precious metals should rise in times of high inflation, including copper, which is in demand due to the growth of electromobility, among other things.
Read
24. September 2021 | 11:28 CET | by Armin Schulz
Alibaba, Kainantu Resources, MorphoSys - The turnaround beckons here
A stock that has fallen sharply can offer the chance to make significant gains relatively quickly. Kostolany once said, "What seems cheap can become much cheaper". In other words, one should be wary of reaching for the falling knife. The shares that you have on your watch list as turnaround candidates should be monitored as closely as possible in order to strike at the right moment. The first thing to do after a stock crash is to wait for it to bottom out. To do this, one observes the Company's earnings position. In addition, the Company's story should fit, and entry should be sought using chart technology. Then nothing stands in the way of more considerable price gains. Today, we look at three companies that could be on the verge of a turnaround.
Read
24. September 2021 | 10:26 CET | by Nico Popp
VERBIO BioEnergie, Sierra Grande Minerals, Barrick Gold: Where timing is almost irrelevant
The markets have been in a celebratory mood since the crash following the outbreak of the pandemic. Slowly, however, critical voices are multiplying. Events such as the imbalance of China Evergrande and also the rising inflation are worrying investors. And now, the US Federal Reserve is threatening to raise interest rates in the coming year. How should investors deal with this situation? We present three hot stocks and explain how they fit the market.
Read
23. September 2021 | 13:21 CET | by André Will-Laudien
BIGG Digital Assets, Bitcoin Group, Coinbase - Invest in the future with crypto!
The crypto world is developing rapidly and with volatility. In the last few weeks, Bitcoin released another wave upwards, and the benchmark coin was worth a whole USD 50,000 again. However, it did not reach its old high of USD 60,000 in the first swing. Then followed the abrupt crash below USD 40,000 within 24 hours. Time and again, disruptive fire comes from China; the regulators have their eye on the miners and tend to want to ban crypto trading. The reasoning: The trades are opaque, enable criminal payments and lead to unwanted shifts in people's wealth. We take a look at companies that are doing well with the crypto world so far.
Read
23. September 2021 | 12:51 CET | by Carsten Mainitz
Kodiak Copper, Nordex, E.ON - It is not too late!
Certain framework conditions must be in place to successfully implement the energy transition and the roll-out of electromobility. First, sufficient electricity must be produced from renewable energies. Secondly, an efficient energy infrastructure must be established and thirdly, large quantities of relevant raw materials such as copper are required. The three companies below cover the central fields and should therefore be among the winners. Who is making the running?
Read
23. September 2021 | 12:29 CET | by Fabian Lorenz
BYD, Nel, Defense Metals: In which direction is it going?
After the significant setback on Monday, the stock markets are looking for a direction. Individual stocks have held up well in recent days. Among these is Nel. The hydrogen specialist was even able to gain on Monday. That was not the case with BYD, but the shares of the Chinese car manufacturer are holding up surprisingly well given the crisis surrounding the Evergrande real estate group and the regulatory fury of the Chinese government. In addition, there are positive reports from the Company. Defense Metals also has positive news to report. Initial drilling results exceed expectations. All three shares are benefiting from the trend towards alternative drives.
Read
23. September 2021 | 11:21 CET | by Nico Popp
China Evergrande, MAS Gold, Barrick Gold: How to find crisis insurance
The disaster surrounding the Chinese real estate developer China Evergrande is spreading far and wide - even the Deutsche Bank share took a beating at the start of the week. The concerns are obvious: if the Chinese real estate market has to put on the brakes, companies here in Germany could also suffer indirectly. No matter what happens with China Evergrande, the case shows that it pays for investors to hedge against black swans. We explain how this works.
Read
23. September 2021 | 10:37 CET | by Stefan Feulner
SFC Energy, Meta Materials, Lufthansa - Aiming high
"After the game is before the game". This soccer wisdom from coaching legend Sepp Herberger, who led Germany to its first World Cup title in 1954, can also be applied to business. The wheel continues to turn, with some companies already back to pre-Corona levels and others struggling with global supply chains. And the future around new technologies in terms of consumer electronics, aerospace or 5G communications promises breakthrough inventions.
Read
22. September 2021 | 14:05 CET | by André Will-Laudien
NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen, the flagpole is broken!
Today, what a hype, one would say. Those who held their nerve in January and let reality prevail are not the ones who are surprised at the outcome today. Hydrogen was the stuff of dreams for a few weeks, but the barrel foamed over properly. After rises of up to 2500%, almost all H2 stocks went into the cellar. And how dynamic it was! In just 6 months, hydrogen stocks have lost up to 85% again. One wonders: can there be a second wave? The framework parameters are suitable, as both the EU and Joe Biden have agreed on more hydrogen within the climate targets. The only important thing is the exact design of the subsidies because it will probably not be possible without government orders!
Read
22. September 2021 | 13:59 CET | by Carsten Mainitz
Barsele Minerals, Mutares, SoftBank - Spoilt for choice
Sooner or later, value-creating transactions are reflected in the share price of a respective company. For companies like Mutares or SoftBank, buying and selling company shares is a core business. The share of the Canadian explorer Barsele Minerals offers a unique situation with the possibility to take over the promising Barsele gold project in northern Sweden completely. We reveal where a closer look is worthwhile.
Read
22. September 2021 | 13:33 CET | by Stefan Feulner
Steinhoff, Silver Viper, BYD - Buy when the guns are thundering!
Right now, it is not an easy time for silver fans. After Reddit traders joined forces at the beginning of the year and shot the precious metal not "to the moon", but at least to a high of USD 30.06 per ounce, a sharp correction started, which has led to around USD 22 as of today. Technically, there is still room to go down. Still, from a fundamental perspective, silver is a clear long-term buy because the white metal can support in crisis and is also crucial for producing renewable energy.
Read
22. September 2021 | 12:04 CET | by Nico Popp
Nordex, PuriflOH, JinkoSolar: Investing in a better world
To make the world a better place. That is the concern of all entrepreneurs - although one can no doubt argue about innovations in detail. There is no doubt about renewable energy and clean water. Every innovation in these areas pays off not only monetarily but in a variety of ways. We profile three stocks that are doing good.
Read
22. September 2021 | 11:19 CET | by Armin Schulz
GSP Resource, Varta, Rio Tinto - The post-fossil age has begun
The phase-out of fossil fuels is already underway. If we want to do something for the climate, this step is unavoidable. The phase-out is to be offset either by nuclear power or renewable energies. In Germany, we are saying goodbye to both nuclear power and fossil fuels. At the same time, the introduction of renewable energies means that more metals are now needed. Whether silver, rare earths, nickel, cobalt or copper - these metals are necessary for technological progress. Copper, in particular, is essential for electrification, and demand is rising steadily. That is due to the growing sales of electric cars, for which more copper is needed than for combustion engines. Today we look at three companies that have a lot to do with copper.
Read
22. September 2021 | 10:28 CET | by Nico Popp
BP, Saturn Oil + Gas, Gazprom: Where growth meets low valuations
The climate turnaround is coming, but it will not happen overnight. One raw material that will be needed for a long time to come is oil. OPEC recently increased its demand forecast for 2022 by 4.2 million barrels - every day. The oil companies, which are currently valued low on the stock market, will therefore continue to earn good money for a long time to come. But here, too, the companies with the edge are those that are flexible and have a sustainable focus. We present three stocks.
Read
21. September 2021 | 14:23 CET | by André Will-Laudien
Barrick Gold, Tembo Gold, Varta - Where is the crisis gold rally?
A lot is going on in the markets. Asia is stumbling; here, the real estate markets had recently euphorically soared, now there are serious concerns. China has been struggling with high vacancy rates in its industrial cities since the pandemic broke out. People have fled the city for fear of infection and returned to the countryside. The resulting de-leveraging puts downward pressure on prices and, ultimately, with interest rates rising slightly, causing significant skewing in a highly leveraged shadow banking world. The imbalance of China Evergrande shows these excesses in pure form. Yesterday, there were wild price falls. The problem: Evergrande has to make high-interest payments, which are due this week. Some investors think back to Lehman Brothers and press the sell button first. What will the Fed say tomorrow in the USA on this subject?
Read
21. September 2021 | 13:57 CET | by André Will-Laudien
Porsche, Diamcor Mining, Aston Martin - Can it be a little more?
With the stock market upswing between 2015 and 2021, a gigantic shift in wealth took place. 85% of the world's wealth is in the hands of the wealthiest 10%. According to official surveys, just under 57% of people worldwide own assets of less than USD 10,000 - the wealthiest 1% of the earth's population, on the other hand, holds 45% of the assets. In Germany, more than 2 million people live with assets of more than EUR 1 million - in 2010, this figure was still just over 600,000. A nice increase, but luxury is still not only to be found among the wealthy because the desire for extravagance is a widespread character trait and less a question of money.
Read
21. September 2021 | 13:21 CET | by Stefan Feulner
Newmont, Triumph Gold, Merck KGaA, Fresnillo - Proven crisis protection
Following a historic reform, the DAX leading index now includes 40 companies to present the German economy comprehensively. In addition to the Franco-German aircraft manufacturer Airbus, companies such as the cooking box supplier HelloFresh, Porsche, and the online fashion retailer Zalando will play in the Champions League. The start was bumpy, which was not due to the composition but rather to the looming crisis in China, triggered by the Chinese real estate group Evergrande. Investors are fleeing equities and investing in gold in turbulent times. Historically, this scenario has proven itself many times. But gold is currently also in correction mode! In the long term, hardly anything goes past the precious yellow metal.
Read
21. September 2021 | 12:22 CET | by Stefan Feulner
LPKF Laser, Almonty Industries, Wacker Chemie - Brilliant growth
During the last TV debate before the federal elections, the topic of climate protection was hotly debated. In her closing statement, the Green Party candidate said that "as Chancellor, she stands for real change, not doing things by halves when it comes to climate protection." Decarbonization must come about as quickly as possible. However, looking at the current stagnation in the expansion of the infrastructure for renewable energies on the one hand and the shortage of raw materials needed for this on the other, one should at least seriously question the ambitious goal.
Read
21. September 2021 | 11:29 CET | by Carsten Mainitz
Aztec Minerals, ThyssenKrupp, TeamViewer - Buy prices?
The crisis at Chinese real estate group Evergrande has led to weaker stock prices around the globe. The gold price resisted this downward trend with slight gains. Now the fate of Evergrande is in the hands of the Chinese government and creditors. But every crisis also offers opportunities. Which stock do you want to bet on?
Read
21. September 2021 | 10:37 CET | by Nico Popp
China Evergrande, Desert Gold, Deutsche Bank: What investors need to watch out for now
When the real estate bubble burst in the US more than ten years ago, the crisis was already looming months ahead. Some hedge funds fell to their knees. In addition, there were other indications that only a few market experts heeded. Today, the situation is similar. Many market participants see the fate of the Chinese real estate group Evergrande as an isolated event - similar to the proverbial sack of rice. But the risk of at least a temporary shock is real. We list risks and outline a possible profiteer.
Read
20. September 2021 | 13:21 CET | by André Will-Laudien
Palantir, AdTiger, Deutsche Bank - The digital revolution is on!
Digitization - for years, this term has been omnipresent in political debates and the subject of what feels like every third talk show. The individual protagonists never tire of emphasizing the countless benefits of digitization. The overriding goal is to further improve the quality of life for everyone and to make education accessible to all. Optimally implemented, this would unleash new economic and ecological potential. The German government is spending more than EUR 5 billion on this in 2021, and digitization has already been a fixed item in companies' spending budgets for years. We take a look at different business models.
Read
20. September 2021 | 13:09 CET | by Armin Schulz
Infineon, BrainChip, Nvidia - The chip shortage remains
The automotive industry was one of the first to feel the chip shortage. While supply chains typically operate on a just-in-time basis, they had ordered fewer chips due to the Corona Crisis. Then, when it was already too late, they realized that the economy was going unexpectedly well and the chips were running out. However, due to the pandemic, there were restrictions worldwide, so it was impossible to produce and deliver as usual. In addition, the Suez Canal was blocked, and, most recently, a port in China was also completely closed. The supply chains are still disrupted. At the same time, progress goes on and on. Artificial intelligence, cloud computing, autonomous driving, electrification and co. all require chips. Factories are running at full capacity, and yet demand cannot currently be met. Today we analyze three companies from the chip industry.
Read
20. September 2021 | 12:05 CET | by Stefan Feulner
Valneva, Cardiol Therapeutics, BioNTech - Recurring businesses
The vaccination rate is stalling. Around 4 million out of 24 million people over the age of 60 are still unvaccinated. Politicians led by Health Minister Jens Spahn have now launched a vaccination campaign week to get more people immunized against the coronavirus. The proportion of vaccinated people in Germany is still too low to prevent a new Corona wave and a possible resulting overload of the healthcare system. Meanwhile, vaccine producers are already working on the approval of booster shots. Profits should continue to bubble up for a long time.
Read
20. September 2021 | 11:05 CET | by Carsten Mainitz
wallstreet:online, Commerzbank, MorphoSys - Things are looking up again!
The stock market environment remains positive. High inflation coupled with low interest rates makes stocks the right investment vehicle. If you are looking for stocks that are noticeably behind the course highs of the last 12 months, you should take a closer look at the following somewhat different companies. Who is ahead at the end of the year?
Read
20. September 2021 | 10:25 CET | by Nico Popp
Drägerwerk, Royal Helium, Bayer: These shares are stepping on the gas
Chemical products and gases are essential products for industry. These primary products are a good indicator of the current economic situation. Shortages are currently prevalent here as well. We explain why and outline three stocks related to this topic.
Read
17. September 2021 | 13:43 CET | by Nico Popp
NEL, dynaCERT, Volkswagen: Where hydrogen has not yet been written off
Will hydrogen become a climate saver in homes? Or will it revolutionize the propulsion technology of ships and trucks? Even if hydrogen has lost some of its fantasy in recent months, the energy carrier is still on the agenda of many inventors and engineers. We introduce three companies that are - sometimes more and sometimes less - involved with hydrogen.
Read
17. September 2021 | 12:42 CET | by Carsten Mainitz
Desert Gold, Barrick Gold, flatexDEGIRO - What is next after the correction?
Not always does an equation work out when investing in the short term. Patience and a longer-term investment horizon are not often emphasized for nothing. Investments in tangible assets such as stocks, commodities and real estate have been proven to protect against a loss of purchasing power. Precious metals are also suitable as crisis currencies over more extended periods. Setbacks offer opportunities! Who has the best cards?
Read
17. September 2021 | 12:16 CET | by Stefan Feulner
LVMH, Diamcor, BYD - Consumption without limit
The gap between rich and poor is widening in Germany. The Corona pandemic has further exacerbated the situation. More than 13 million people, around 16% of the population, were below the poverty line and had to live on EUR 781 or less. In contrast, the number of millionaires in the Federal Republic continued to rise from 1.47 million to the current figure of 1.54 million. Due to the sudden rise of the nouveau riche, consumption and the purchase of luxury goods are also rising. After all, expensive cars, watches and diamonds are essential for prestige, to be able to show one's "wealth".
Read
17. September 2021 | 11:59 CET | by Armin Schulz
First Majestic Silver, Silver Viper, Millennial Lithium - Rally Ahead?
A rally in silver was already predicted at the end of last year. The reason was the corona-related 5.9% drop in production. It is the most significant decline in over 10 years, and thus there was a shortfall in supply. In addition, there is strong physical demand, which you can see well on Reddit if you search for "Silverbugs". There, people proudly present their hoarded silver stocks. Since the panic selling at the beginning of August, the price has already risen by 11%. High inflation could give the silver price a further boost. For lithium, on the other hand, the rally is already in full swing. The lithium carbonate price has more than doubled since the beginning of the year. We analyze three companies from these sectors today.
Read
17. September 2021 | 11:23 CET | by André Will-Laudien
NEL, Royal Helium, Linde, BASF - This is where it gets highly explosive!
How will the energy transition play out in Europe? With hydrogen is one way. It is costly to produce if you look at the issue sustainably. The raw material itself is seen as an alternative building block of a green future and, according to experts, could become one of the most important energy sources in the coming decades. The water element is available in abundance, but what is lacking is a truly environmentally friendly way to convert it back into hydrogen and oxygen. Even under the best conditions, green hydrogen costs about 10 times as much to produce as Russian natural gas, which also burns fairly cleanly overall. What is next for this sector?
Read
17. September 2021 | 10:41 CET | by Stefan Feulner
Steinhoff, Tembo Gold, Nikola - Strong rebound potential
Which investor does not dream of investing in a stock anticyclically during strong price setbacks to earn disproportionately from the rebound? But the anticyclical investment strategy, in which one bets against the broad mass, is associated with considerable risks. Because of this, one should analyze the object of one's desire carefully to see the reasons for the rapid sell-off. Are they self-inflicted problems, as was best observed in the Wirecard example, or is the impulse coming from outside.
Read
16. September 2021 | 13:17 CET | by Stefan Feulner
FuelCell Energy, Saturn Oil + Gas, Gazprom - The Renaissance of fossil fuels
There is no question that Germany has already achieved a great deal in terms of climate protection. In 2020, about 45% of its electricity came from renewable sources. However, the goal of becoming greenhouse gas neutral by 2045 is still a long way off. For this plan to become a reality, wind power still needs to be expanded significantly. The first half of the current year shows that it will not be possible to do without fossil fuels in the coming years. According to calculations by the Federal Statistical Office, over 56% of the total 258.9 billion kWh of electricity generated in Germany came from conventional sources such as coal, natural gas and nuclear energy.
Read
16. September 2021 | 12:45 CET | by Carsten Mainitz
Triumph Gold, First Majestic, Varta - Inflation is getting worse than we think - How to safeguard your assets!
Inflation in the US eased slightly in August from July's 5.4% to 5.3%. Nevertheless, this is a high value. It would be premature to derive a trend reversal from this. Far more dramatic are the rates of inflation in wholesale prices in Germany. As the Federal Statistical Office recently reported, these rose by 12.3% year-on-year in August. It was the most substantial increase since October 1974, during the first oil crisis. Investors should invest in tangible assets such as shares, real estate, commodities, or precious metals to protect their assets. Who offers the best risk-reward ratio?
Read
16. September 2021 | 11:58 CET | by André Will-Laudien
Siemens Healthineers, PuriflOH, Fresenius, Novavax - Focusing on health!
The pandemic outbreak in 2020 ushered in a new era. People's health is once again moving to the center of attention. Politicians worldwide see themselves obligated to make public life safe, but whether this will be 100% successful remains questionable. Ultimately, it will depend on the commitment of private companies to what extent the existing health issues can be solved and by what means. On the capital markets, the healthcare sector has been sailing on the highest wave for months because the dangers for billions of people need to be reduced, and framework conditions for public life need to be created. Who benefits the most?
Read
16. September 2021 | 11:34 CET | by Fabian Lorenz
Valneva, Barrick Gold, Central African Gold: Inflation fears and liberation strike
High inflation keeps investors on their toes. In August, the inflation rate in the US remained at a high level of 5.3% compared to the same month last year, as announced by the Labor Department of the world's largest economy. Therefore, the increase in consumer prices was only slightly below market expectations and the increase in July of 5.4%. Compared with the previous month, prices were 0.3% higher. Inflation data usually brings momentum to commodity stocks - positive as well as negative. This is as true for Barrick Gold as for Central African Gold, with one on a good path to higher prices. Valneva shareholders would like to see higher prices after the crash. However, analysts remain cautious.
Read
16. September 2021 | 10:46 CET | by Nico Popp
BYD, Kainantu Resources, JinkoSolar: Investing in green technology
Electromobility is on the rise and unstoppable. In July, a survey by E.ON showed that 66% of Germans could imagine buying an e-car. For around 70% of e-car sympathizers, climate protection is the most important argument in favor of an e-car. We highlight three stocks that can benefit from the trend toward more e-mobility.
Read
15. September 2021 | 14:23 CET | by André Will-Laudien
Nel ASA, Enapter, Plug Power, FuelCell Energy - It is time to go all out!
Hydrogen is not only a climate-friendly means of propulsion for automobiles and heavy-duty transport. Large industries such as chemicals and steel can use hydrogen technology to reduce their consumption of natural gas. There are costs involved when converting to hydrogen, most of which are only feasible with political support. The German government's national hydrogen strategy fits in well here. But medium-sized industries, especially energy-intensive sectors, could also become much more environmentally friendly with hydrogen-based technologies. Which stocks are well-positioned here?
Read
15. September 2021 | 14:03 CET | by Armin Schulz
JinkoSolar, Defense Metals, Daimler - Sustainability only with rare earths
Rare earths are found in almost all new technologies such as smartphones, e-cars, etc. The leading supplier is China. Rare earths occur more often than one might think, but mining them is rarely economically profitable. Thus, China has a kind of monopoly position. With the trade dispute between the US and China brewing, more people realize that Western countries should seek alternative access to rare earths. If China limits exports, it would quickly lead to shortages. Accumulators or batteries would soon become scarce. Due to sustainability issues, the increased demand can already be seen in the increased prices for rare earths.
Read
15. September 2021 | 13:04 CET | by Stefan Feulner
Steinhoff, Sierra Grande Minerals, Barrick Gold - Played into the cards
The latest inflation data in the world's largest economy, the USA, plays into the central bank's strategy cards. After 5.4% in the previous month, the inflation rate weakened moderately to 5.3% in August, breaking the trend that had been rising for months for the first time. The FED, which sees the hype in the inflation curve as temporary due to the recovery after the Corona Crisis, thus feels vindicated and continues its ultra-loose monetary policy with bond purchases of USD 120 billion per month in favor of growth.
Read
15. September 2021 | 12:51 CET | by André Will-Laudien
Bayer, Water Ways Technologies, Kali & Salz - Clean water for 7.9 billion!
Clean water, good nutrition and hygiene are basic human needs and indispensable for healthy development. For this reason, as part of the Sustainable Development Goals, the world's countries have set themselves the goal of giving everyone access to clean drinking water and adequate sanitation by 2030. These are two issues that need to be addressed, particularly in areas of the world that are difficult to access or inhospitable. Africa and Asia are at the forefront of the need here; they hope for few standards taken for granted in the developed world. We look at some interesting shares from this area.
Read
15. September 2021 | 12:17 CET | by Nico Popp
Valneva, Cardiol Therapeutics, Sartorius: Healthy returns in every market phase
The pandemic has given the healthcare sector a boost. If people were still somewhat hesitant to talk about the digitization of the healthcare system in 2019, the epidemic has clearly revealed where the weaknesses are. New drugs and procedures could also be tested under the new framework conditions. If nothing else, the industry is getting renewed attention as a result. We outline three companies and explain whether the shares have prospects or not.
Read
15. September 2021 | 11:23 CET | by Carsten Mainitz
AdTiger, ProSiebenSat.1, SAP - Digital winners
The digital transformation of the global economy is in full swing. Fast Internet connections, smartphones, apps and cloud solutions are spurring the growth of digital and scalable business models. At the same time, the success stories of digitalization are multifaceted. These exciting investments are not to be missed.
Read
15. September 2021 | 10:39 CET | by Nico Popp
Deutsche Bank, BIGG Digital Assets, Commerzbank: Let the money work for you
Anyone who wants to make a good cut financially gets involved wherever as much money as possible is turned over. Decades ago, the good old "bank apprenticeship" was considered a solid foundation for the future. Although the young bankers of the time have become better real estate agents in recent years, the principle remains the same: Where money is turned over, there is also something to be gained. It is much the same for investors.
Read
14. September 2021 | 13:10 CET | by Nico Popp
BioNTech, Defence Therapeutics, Valneva: Here, the overall market (almost) does not matter
Is the crash coming or not? Meanwhile, even Wall Street banks are warning of an imminent crash event. Many commentators are jumping on the bandwagon. The reasons: Delta variation, supply problems and inflation, and an economy that could suffer. But if you compare the crashes of the past years, one thing becomes clear: Only the fewest price setbacks came with notice! We present three stocks that many investors believe can combine growth and security.
Read
14. September 2021 | 13:07 CET | by Stefan Feulner
Nvidia, BrainChip Holdings, Palantir - To the moon
According to high-ranking managers of the largest chip manufacturers such as Intel and Nvidia, the end of the semiconductor crisis is not in sight before the end of 2022. Besides the increasing demand for consumer electronics, computers and accessories since the beginning of the Corona Crisis, the industry is also being hit by the strong growth in demand from the automotive industry, which is increasingly relying on electronics. Artificial intelligence, 5G and the Internet of Things will further fuel demand in the coming years.
Read
14. September 2021 | 12:02 CET | by Fabian Lorenz
MorphoSys, HelloFresh, Aspermont - Price halving or rebound?
Investors are likely to speculate on a rebound in the Valneva share in the coming days; because the price slide of over 30% on Monday was violent. Stifel analysts see sales and earnings estimates for 2020 and 2021 in jeopardy after the UK government unexpectedly canceled a major order for the COVID-19 vaccine under development. Investors have been waiting for a rebound in MorphoSys shares for some time. The latest analyst assessment gives little hope. If Bernstein Research has its way, HelloFresh could soon be down almost 50%. Aspermont seems ripe for a rebound - the share is interesting from a chart perspective, and analysts advise buying.
Read
14. September 2021 | 11:27 CET | by Carsten Mainitz
GSP Resource - Exciting Micro Cap
Historically and over more extended periods, precious metals such as gold and silver have provided good inflation protection and have thus established themselves as crisis currencies over several economic cycles. Those looking for other promising commodity categories should consider copper. The reddish shimmering industrial metal is experiencing high demand in the course of electromobility. If you also believe in the high return opportunities of small public companies, Canadian GSP Resource combines the facets of precious metals, copper and micro-cap. We keep you up to date with the latest developments, hot off the press.
Read
14. September 2021 | 10:38 CET | by André Will-Laudien
BYD, EuroSports Global, NIO - The shooting stars of electric mobility
According to a study conducted by McKinsey & Company in early 2020, 51% of Germans surveyed seriously considered an electric car the last time they purchased one. Still, only 3% of them decided to buy one. 36% cited uncertainties about battery reliability and lifespan, as well as area-wide charging options, as reasons for not buying. By the end of 2020, 589,752 electrically powered passenger cars had been registered in Germany, according to the Federal Motor Transport Authority: 309,083 pure electric cars, 279,861 plug-in hybrid cars and 808 cars with fuel cells. Therefore, the targeted one million was missed by a wide margin, but 2021 has been a very dynamic year so far. The number of non-combustion cars has risen by more than 140% so far. We present three interesting e-players.
Read
13. September 2021 | 13:43 CET | by Stefan Feulner
Xiaomi, Troilus Gold, Merck - First-class developments
Substantial gains were recently seen in consumer and producer prices in Germany and Europe. Inflation in Germany reached its highest level in almost 28 years in August and is close to breaking through the 4% mark. In contrast to central banks, which consider the rate of inflation to be temporary and continue to maintain an ultra-loose monetary policy with interest rates at zero percent, economists expect inflation to remain permanently high. There is a threat of a decline in the value of money, which could be slowed down by buying gold. Currently, the precious metal is still trading at a favorable level.
Read
13. September 2021 | 12:55 CET | by Carsten Mainitz
Almonty Industries, Infineon, VW - This is just the teaser - What is next?
From A for antimony to V for vanadium, the European Union's list of critical raw materials now includes 30 materials, including lithium, cobalt, rare earths and tungsten. These raw materials are characterized by low availability and high economic importance. Many key European industries rely on these raw materials, such as the automotive, steel, aerospace, IT, healthcare, or renewable energy sectors. Demand is increasingly being driven by new products and technologies such as electromobility, digitalization and the energy transition. The supply cannot keep up with this. Bottlenecks are emerging, which, among other things, are leading to higher prices for the critical raw materials and posing major challenges for demand-side industries. How can investors position themselves successfully?
Read
13. September 2021 | 12:07 CET | by André Will-Laudien
Gazprom, Barsele Minerals, Agnico-Eagle, Nordex - The energies of the future!
Election Sunday in Germany is approaching. No matter who will win the race at the end of September, the goals in climate policy have been put on the agenda by every party. In the future, it will not be possible to ignore this issue because young voters, in particular, are rightly concerned about the living conditions for the next generations. The decisive factor will be the course set in energy policy.
Read
13. September 2021 | 11:47 CET | by Armin Schulz
Bayer, Saturn Oil + Gas, TUI - Which share will be the first to take off?
We have often heard that the profit is in the purchase; however, it is difficult to predict the low of a share and then enter at that low. Often it is better to wait for a reversal using charting techniques, which increases the probability of finding a profitable trade. Those who buy falling knives have certainly suffered losses more often. But there are always stocks that are not "in" with investors, so it takes longer to get the share price going. Especially companies that have had problems in the past must first regain the trust of their shareholders. Today we analyze the prospects of three companies that have had problems in the past and want to take off.
Read
13. September 2021 | 10:41 CET | by Nico Popp
K+S, Deutsche Rohstoff, Barrick Gold: How investors profit from inflation
Prices are rising and rising! In August, inflation rose more sharply than at any time in the last 28 years. It rose by an average of 3.9% compared with the same month of the previous year. The main price drivers were food and energy commodities. But other products and services are also becoming more and more expensive. Here is how investors can take this trend into account in their portfolios.
Read
10. September 2021 | 13:50 CET | by Carsten Mainitz
Sierra Grande Minerals, Barrick Gold, Sibanye Stillwater - Tempting valuation levels
Patience is a virtue. Especially on the stock market, investors are often required to be patient. Why do rising prices take so long to materialize, even though the relevant facts are already on the table? One or the other investor who has invested in commodity shares has undoubtedly experienced this or a similar situation. But those who take a longer-term view and make the proper sense of the relevant framework conditions that determine supply and demand will be successful. Precious metals have proven to be a protection against inflation over long periods of time. Various raw materials such as copper and lithium are experiencing rising demand as a result of electromobility. These three stocks offer opportunities.
Read
10. September 2021 | 13:35 CET | by Carsten Mainitz
Enapter, NEL, Ballard Power - Hydrogen: This will happen!
If you follow the political discussion in Germany regarding climate and green energy, the debate is almost exclusively about solar and wind power. Electric mobility is the order of the day. But soberly considered, there will and must be a coexistence of several approaches. Hydrogen solutions have received far too little attention. But this technology is urgently needed for the energy transition. The industry is still relatively young, but there is a very good chance that a huge market will emerge in which several companies will be able to operate successfully and profitably. Are these the winners?
Read
10. September 2021 | 12:43 CET | by André Will-Laudien
NanoRepro, XPhyto Therapeutics, BioNTech, Valneva - The next biotech wave is rolling!
So far, vaccine manufacturers can maintain their high valuation because the next wave of new infections is rolling in. In Germany, tests will be subject to fees starting in October, making public life more expensive for those who want to participate. In surveys, most German citizens have expressed support for fee-based testing; probably, the populations here should be separated into "vaccinated" and "unvaccinated" to indicate general opinion accurately. Four interesting values benefit from the current situation.
Read
10. September 2021 | 12:11 CET | by Armin Schulz
Deutsche Telekom, Meta Materials, Apple: 5G - The coming hype
5G will not only make our mobile internet faster, but it is also indispensable for bringing the Internet of Things, industrial automation and autonomous driving to market maturity. Private users can look forward to virtual realities and augmented realities in the future. Augmented realities can present the user with useful information about objects or even activities via glasses. There are already initial applications in this area, but the technology will develop rapidly in the coming years. The market will grow enormously once the 5G network is installed nationwide. In today's analysis, we show which companies could benefit from tomorrow's hype.
Read
10. September 2021 | 11:16 CET | by Stefan Feulner
GameStop, wallstreet:online, Nikola - It goes on blithely
The ECB is following the lead of the FED. Although some council members warned not to ignore the risk of too high inflation, an end to the ultra-loose monetary policy is not in sight. Only the purchase of government and corporate securities under the Corona emergency purchase program should be "moderately" lower in the fourth quarter. The pro-growth decision is a balm for the stock markets. New highs should follow after the last mini-corrections.
Read
10. September 2021 | 10:14 CET | by Nico Popp
Daimler, Aztec Minerals, Varta: How growth investments succeed
New technologies are currently transforming the economy. The triumphant advance of electric cars is a done deal, and even buildings will soon be largely climate-neutral. First and foremost, carmakers, manufacturers of photovoltaic systems and energy storage systems are driving this development. But other beneficiaries are currently receiving little attention from the market. We present three stocks.
Read
09. September 2021 | 13:33 CET | by Stefan Feulner
NIO, Kodiak Copper, Siemens Energy - Will green policies end in disaster?
Climate change is supposed to move forward quickly. The parties, above all, the Greens around chancellor candidate Annalena Baerbock, are wooing voters with ever shorter targets for CO2 neutrality. However, the construction of wind turbines, electric cars and solar plants requires an enormous amount of metals. There are already signs of a shortage in 2021, which will be even more drastic in the next few years and will seriously undermine the politicians' plans.
Read
09. September 2021 | 12:49 CET | by André Will-Laudien
Royal Dutch Shell, Saturn Oil + Gas, Steinhoff: From 17 to 51 - Triples sought!
Investing in shares consists of striving for a return on the capital invested. In recent months, there have been many stocks that have increased tenfold in price. However, only few investors had persevered. If one lowers one's targets somewhat and still maintains a reasonable profit expectation, even a threefold increase could bring great joy. We take a look at three stocks that stand at just under 17 today and calmly consider whether a 51 could be possible. Impossible, you say - Possible, we say!
Read
09. September 2021 | 12:08 CET | by Nico Popp
SMA Solar, Memiontec, CureVac: Doing good and earning money
When young founders develop business models, it is often a question of "purpose," i.e. the best possible (good) purpose of a company. For the new generation, money is no longer the only thing that counts. Instead, earning money and doing good are the watchwords. On the stock market, too, some companies make the world a little better. We look at three stocks and find out whether there is money to be made in them.
Read
09. September 2021 | 11:42 CET | by Nico Popp
Nordex, Water Ways Technologies, MorphoSys: How investors invest in the future
The future is traded on the stock exchange. But what does it look like? It is not easy to make concrete predictions. That is one of the reasons why there are both positive and negative surprises on the stock market. But as an investor, you can help the odds, for example, by focusing on megatrends. Demographics, health, and sustainability are trends that will still be in place in ten years. We present three possible investments.
Read
09. September 2021 | 10:42 CET | by Fabian Lorenz
SMA Solar, Standard Lithium, Almonty Industries: Between profit warning and supercycle!
It is not only semiconductors that are in short supply, but also numerous industrial raw materials. The situation is only getting worse. In the case of lithium, demand is expected to increase fivefold in a few years. Tungsten is also in demand, and China is an unreliable quasi-monopolist. As a result, raw materials are in short supply, and prices are rising. More and more companies are suffering as a result, like Germany's SMA Solar. The inverter manufacturer had to cut its forecast and analysts promptly reduced their price targets. On the other hand, some companies are benefiting from the situation. Highflyer Standard Lithium is one of them. Due to positive industry and company news, the share is accelerating again. Almonty Industries is also facing exciting months.
Read
08. September 2021 | 13:18 CET | by Stefan Feulner
BYD, Aspermont, Salzgitter AG - Extreme surge in demand
The improved mood in the economy and the reviving business cycle brought companies record results in the second quarter. Above all, electric car manufacturers shone with significantly rising sales figures. In June alone, the number of new registrations in Germany climbed 311% year-on-year. The switch from combustion engines to electric cars is only just beginning. The percentage of battery-powered vehicles on German roads is just 12%.
Read
08. September 2021 | 12:59 CET | by André Will-Laudien
TeamViewer, TalkPool AG, Deutsche Telekom - This is the way to the top!
When the dot-com boom took off at the turn of the millennium, many immature and unpromising business models came onto the market. Every idea was made ready for the stock market - then the techno-crash followed, and many companies disappeared from the radar. The COVID-19 pandemic triggered a worldwide digitalization push - many new achievements now determine the working world of every individual and change society as a whole. The focus is now on: Distant Working, Internet of Things and Communication. We take a look at the cards of three protagonists.
Read
08. September 2021 | 12:28 CET | by Carsten Mainitz
PuriflOH, Bayer, Philips - Innovations as yield drivers
Innovations enrich our everyday lives in many ways. The following companies have developed innovative solutions for health and climate in the broadest sense that help remedy important problems. The focus here is on water, a scarce resource, and air purification, which in times of Corona plays an increasingly important role. Which Company has the best opportunities?
Read
08. September 2021 | 11:57 CET | by Armin Schulz
Central African Gold, Nordex, NIO - The potential of sustainability
The topic of sustainability is increasingly on people's minds. Five years ago, the subject was not even interesting to most. Now, more than 80% of people are thinking about it. Companies' customers spend more money if a product is sustainable; it is a sign of quality and gives them a positive image. If you use sustainable electricity and use resources sparingly, you can also save costs. All these are reasons why renewable energies and e-mobility are currently becoming more and more important.
Read
08. September 2021 | 11:33 CET | by André Will-Laudien
BYD, Teck Resources, GSP Resource, Varta - Commodity rally three point zero!
There is a growing concern in the German economy that rapidly rising raw material prices will jeopardize the upswing in the future. Thus, the head of the Munich-based economic research institute Ifo, Clemens Fuest, warns: "If commodity prices continue to rise significantly across the board in the coming years, this could become a problem." He is referring to the upswing because supply chains are already severely disrupted by the pandemic. The temporary failure of the Suez Canal has even led to a delay of several months in the delivery of high-tech products.
Read
08. September 2021 | 10:42 CET | by Nico Popp
JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition
Clean energy does not work without technology. The energy transition can only succeed if photovoltaic systems or even wind turbines are state-of-the-art. It is therefore essential that there are companies that lead the way technologically. This can be achieved with new products, daring plans, or in a classic way: by promoting suitable raw materials.
Read
07. September 2021 | 13:24 CET | by André Will-Laudien
Nvidia, AMD, BrainChip, Infineon - Scarcity: These chip stocks are exploding!
The global chip markets remain tight, and a recent PwC study predicts that the global semiconductor market will continue to experience solid growth years. The authors forecast that chip sales will rise to USD 575 billion as early as 2022. Starting from the USD 481 billion in the previous record year 2018, this would correspond to a compound annual growth rate (CAGR) of 4.6% - not even the pandemic slowed this increase noticeably. In Europe, the automotive industry will become the primary sales market for chip manufacturers. A new growth driver is semiconductors to support artificial intelligence (AI) in autonomous mobility. We present a few industry representatives.
Read
07. September 2021 | 12:45 CET | by Nico Popp
Alibaba, Barsele Minerals, K+S: Where comeback opportunities now lurk
Stocks that have taken a bit of a beating have a certain appeal for investors. On the one hand, the shares seem to be on special offer, and on the other hand, it quickly becomes clear from the performance chart where the potential of the respective Company on the stock market extends. But shares are not always ripe for a comeback. What investors should watch out for and what the situation looks like for three selected stocks.
Read
07. September 2021 | 12:04 CET | by Stefan Feulner
SMA Solar, Royal Helium, RWE - Supply is becoming increasingly scarce
Whether for cars or consumer electronics, hardly any machine can do without microchips anymore. Since the beginning of the year, the shortage of semiconductors has been throwing the automotive industry out of step and causing production downtime and short-time work. Meanwhile, there is no end in sight to the supply crisis. Shortages stretch as far as the eye can see, while demand increases due to technological advances. Demand is also rising enormously for raw materials needed to decarbonize the economy.
Read
07. September 2021 | 11:12 CET | by Fabian Lorenz
HelloFresh, Zalando, AdTiger - Digitization conquers not only the DAX
Digitization is on the rise: in our lives, in the stock market and also in the DAX. And so, after more than 30 years, Germany's leading index is getting a makeover. On September 20, 2021, it will be expanded from 30 to 40 companies. With the newcomers, more digitalization is also moving into the elite index like the cooking box delivery Company HelloFresh and online fashion retailer Zalando. Both companies are benefiting from the trend toward digitization and have grown rapidly in recent years. Analysts continue to see potential. Hot stock AdTiger is still far from billions in sales, but its focus on online advertising offers exciting prospects.
Read
07. September 2021 | 10:40 CET | by Carsten Mainitz
Deutsche Rohstoff, Gazprom, Royal Dutch Shell - Do you really want to miss out? Single-digit P/E ratios and share price gains!
Commodities giant BHP is selling its oil and gas business after more than 60 years. However, other companies are pushing to enter and expand in this sector. How does this fit together? Ultimately, it is strategic decisions - focus, diversification or transformation? The high prices for oil and gas are providing producers with high profits. The medium-term outlook is also good. Growth and a favorable valuation are thus enticing. These are the stocks worth taking a closer look at.
Read
06. September 2021 | 14:25 CET | by Stefan Feulner
BASF, Desert Gold, Moderna, BioNTech - Keep going, keep going!
The Delta variant is teaching the markets to be afraid. After the economy was humming in the past two quarters, disillusionment is now slowly setting in. The unexpectedly weak labor market data in the US in August demonstrated this. Outside of agriculture, only 235,000 new jobs were created compared with the forecast of 728,000 new jobs. Thus, the market's fear of an end to loose monetary policy and possible interest rate hikes should also be off the table.
Read
06. September 2021 | 13:40 CET | by Stefan Feulner
Steinhoff, Saturn Oil + Gas, NIO - Spectacular transformation
A lot happened in the global capital markets last week. In addition to the OPEC+ meeting, where it was decided to turn on the oil taps further, disappointing labor market data again determined the direction of stock prices. Several second-line stocks, likely to face serious revaluations due to strong quarterly figures or new corporate developments, caused a furor. Position yourself now!
Read
06. September 2021 | 13:17 CET | by André Will-Laudien
Tencent, Alibaba, Kainantu Resources, Aixtron - Asia on the rise!
The international supremacy of the USA is closely linked to the status of the US dollar as the world's reserve currency. However, the United States has turned the debt wheel too far and weakened itself through unwise policies. Outdated power interests and isolationism hinder economic dynamism, and they undermine well thought-out trade strategies. Asia has relied on modern infrastructure for decades, and not just at home. Public infrastructure in the US is dilapidated to the level of the last millennium. The new Silk Road and the takeover of international seaports and airports have recently given China a crystal-clear lead. That is why the Silk Road does not end in New York but Europe.
Read
06. September 2021 | 12:17 CET | by Armin Schulz
Paion, Diamcor, DeFi Technologies - This is where the music plays
After the Fed announcements, the DAX and Dow moved sideways, despite a rise at the beginning of last week. Many stocks in these indices are now also considered fundamentally expensive if one follows the standard work of fundamental analysis by the Graham and Dodd Model, which roughly speaking sees a fair value for stocks with a price-earnings ratio of a maximum of 15. If you want to bring performance into your portfolio, you need stocks that are not in the direct focus of analysts. If there is an interesting story behind it, you can get a booster in your portfolio at an early stage. Today, we highlight three shares with interesting news and stories.
Read
06. September 2021 | 10:44 CET | by Carsten Mainitz
Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!
Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.
Read
06. September 2021 | 10:24 CET | by Nico Popp
Varta, EuroSports Global, BYD: New growth opportunities around e-mobility
The future is electric - at least for cars and bicycles. The pedelec boom is ensuring that bike stores are working overtime and have been busy for months. Thanks to the e-motor, entirely new customer groups are suddenly interested in aerodynamic frames, comfortable carbon seatposts or trendy paint finishes. What is already underway in the bicycle sector could also be in store for motorcycles. In Asia, electric bikes with powerful acceleration are all the rage. We take a look at three stocks related to the electric boom.
Read
03. September 2021 | 13:27 CET | by Stefan Feulner
MorphoSys, Defence Therapeutics, CureVac, BioNTech - Dramatic need
While in Germany, 50.4 million citizens, or 60.7% of the population, are already fully vaccinated, and there is already discussion about booster vaccinations, the global average is just one in four. Thus, there is still an enormous demand for vaccines from various manufacturers. In addition to the French pharmaceutical Company Sanofi, a German vaccine producer could also celebrate a stock market comeback due to its second-generation vaccine.
Read
03. September 2021 | 11:51 CET | by Armin Schulz
Deutsche Rohstoff, K+S, Royal Dutch Shell - Where to invest as fund managers cut equity exposure?
A look at the Global Fund Manager Survey conducted by Bank of America shows the views of Fund managers have changed significantly in the past month. Only 27% now expect the global economy to be strong, compared with almost twice as much optimism the previous month. One reason is the expectation that the FED will noticeably turn off its monetary tap at the end of the year. The money glut has sparked inflation, which can be seen clearly in commodity prices. All these are reasons why the cash quota in the funds is being increased, and the equity quota decreased. The high commodity prices are benefiting commodity producers in particular, which is why we are looking at three companies from this sector today.
Read
03. September 2021 | 10:39 CET | by Stefan Feulner
Strong performance by Nel ASA, Defense Metals and JinkoSolar
The German parliamentary elections are on September 26. Climate protection is at the center of most political parties' election programs. The Greens are going out on a limb, aiming to achieve CO2 neutrality as early as 2035. However, it seems more than questionable whether these ambitious promises can actually be put into practice. The scarcity of raw materials such as copper, lithium and rare earth metals means a wide gap between aspiration and reality.
Read
03. September 2021 | 10:39 CET | by André Will-Laudien
Desert Gold, MorphoSys, TUI - Are there game-changers in these stocks?
When the stock market has already made a decent run, many investors search for laggards or game-changers. In the case of the so-called laggards, 90% of the reasons why the stock is not performing are fundamental, usually due to complicated or low-margin business models or simply a wrong management approach. The temptation is great to buy charts at the bottom right of the screen according to the motto: "Now the downward trend is over!". This view is unfortunately 90% wrong because the stock market is trend and momentum-driven. So what remains is to try to find so-called "game-changer" stocks. Here, the entire situation changes fundamentally due to an event, and the trend often turns with an initial price jump.
Read
02. September 2021 | 13:22 CET | by Carsten Mainitz
BYD, Kainantu Resources, DWS - Investing against the tide
It is well known that a successful long-term strategy in times of high inflation is to invest in tangible assets. Whether it is stocks, gold or real estate, or a mix of these is up to the taste of the individual investor. Looking at the big picture, there is certainly nothing wrong with investing in companies that benefit from the economic development and rising purchasing power of expanding economies. Geographically, Asia is one of the most dynamic regions with large sales markets. We will show you how you can profit from these developments. Who has the best opportunities?
Read
02. September 2021 | 12:58 CET | by Nico Popp
Nordex, Talkpool, HeidelbergCement: Construction goes green and digital - Investors profit
Do you know what all electrical appliances have in common? They have become smaller and smaller over the years. Advances in electrical engineering and digitization have ensured that even complex devices have become smaller and smaller while at the same time being powerful and more energy-efficient. As a result, numerous possibilities have opened up - for example, in the area of the Internet of Things. The interplay of sensors and small electronic devices offers users new possibilities, saves money, and protects the environment. We present three titles on the topics of the Internet of Things and environmental protection.
Read
02. September 2021 | 12:15 CET | by Nico Popp
Heidelberger Druckmaschinen, Troilus Gold, TUI: The Power of Transformation
Transformations are the salt in the soup of the stock market. Whenever companies break new ground, win new customers or enter completely new territory, opportunities arise for investors. At the beginning of such developments, the market usually does not quite believe in the chances. But then, more and more investors jump on the bandwagon and boost the share price. The further transformations go, the greater the associated opportunities. We present three companies that are breaking new ground and classify their prospects.
Read
02. September 2021 | 11:30 CET | by Fabian Lorenz
HelloFresh, TeamViewer and wallstreet:online: Up to 50% price potential
Record levels wherever you look: DAX, MDAX, TechDAX. Apart from minor corrections, the past few months have been a lot of fun for stock market players overall. In particular, companies benefiting from the Corona pandemic were among the high flyers. These included vaccine manufacturers such as BioNTech and Moderna, the cooking box mail order Company HelloFresh, the software Company TeamViewer and wallstreet:online. The latter is not only a stock market portal operator but is also shaking up the online broker market with their Smartbroker. All three companies have also consolidated in the meantime - sometimes more violently, sometimes less - and are still recommended by analysts. The price targets are up to 50% above the current values.
Read
02. September 2021 | 10:52 CET | by Stefan Feulner
Siemens, Barsele Minerals, Lufthansa - Shares to take off
The stock indices continue to be on the rise. Disappointing labor market data and rising infection figures due to the Delta variant make possible interest rate hikes and an end to the bond-buying program by central banks a distant prospect. The ultra-loose monetary policy with further stimulus measures by the FED is thus likely to be continued and opens the door for further bullishness on the stock market.
Read
01. September 2021 | 13:21 CET | by André Will-Laudien
IBU-tec, Meta Materials, Standard Lithium, Orocobre - Materials for the Super Battery!
The demand exceeds the quantity! Whether e-mobility, aircraft technology or renewable energies, all high-tech segments of industry require raw materials and processed materials in ever-increasing amounts. Currently, the problem lies in procurement. The relevant tonnages cannot be mined in the world's mines because many projects are only at the beginning of development or are operating at their limit. A lithium mining site needs about 5 years of gestation time. It is about 7 years for copper with high 3-digit million amounts required as basic investment capital. Given the global conflicts, politicians are at a loss regarding how medium-term availability can be ensured, which ultimately means that the price is the deciding factor.
Read
01. September 2021 | 12:56 CET | by André Will-Laudien
First Majestic Silver, Aztec Minerals, CureVac, Valneva - Opportunities upon opportunities!
So much for the summer lull! There is much more going on in the stock market than many thought. Gold and silver are making real leaps and bounds, as are the associated stocks. With the vaccination values, the chaff separated clearly from the wheat. Those that cannot currently deliver remain depressed in price. Nevertheless, the valuations of the remaining stocks are not low either. There is still hope for one or the other product's success. We take a closer look at a few stocks.
Read
01. September 2021 | 12:45 CET | by Armin Schulz
ThyssenKrupp, Triumph Gold, Siemens Energy - Is the turnaround coming?
Despite galloping inflation, Jerome Powell took away the skepticism of market participants and assured them that an interest rate hike is still a long way off. The markets were delighted and have been rising ever since. But not all companies have seen their share prices rise. It is worth taking a closer look because many companies are fundamentally expensive. So one has to go bargain hunting. Often there are good reasons for lower share prices, but there are also hidden gems that want to be picked up. Today we take a look at three companies whose share prices are not getting off the ground.
Read
01. September 2021 | 11:55 CET | by Carsten Mainitz
NEL, dynaCERT, Porsche - Innovative and full of opportunities, why now?
Climate change requires the decarbonization of industry, better sooner than later. What will green mobility look like in the future? Here, representatives of hydrogen technology and electromobility provide very different answers. There are also innovative bridging technologies, and the innovative power of major automakers should not be underestimated. Who will put the most horsepower on the road?
Read
01. September 2021 | 10:39 CET | by Nico Popp
Gazprom, Kodiak Copper, Nordex: This is how the energy transition pays off
Keeping the economy moving requires energy. This energy can come from a variety of sources. Fossil fuels, such as oil and gas, have come under fire for their CO2 emissions. However, what is clear is that these energy sources will remain important for a long time to come. As a climate-neutral alternative, electricity from renewable sources is gaining in importance. However, this requires investments in storage facilities and transmission lines. We present three stocks related to the energy sector.
Read
31. August 2021 | 13:11 CET | by André Will-Laudien
Veolia, Memiontec, JinkoSolar, Alibaba - Green shares on the buy list!
Politics is going its own way with the climate protocol from Paris. In addition to climate protection, many government programs also include keeping necessary life resources clean, such as air and water. Environmental protection is usually associated with higher costs in industry and must be mandated by law to ensure that the necessary measures are implemented consistently. In Europe, we are already well advanced with such climate laws with the CO2 tax. In other countries, it is taking a little longer. The US has been behind since Donald Trump, but this should be made up for under Joe Biden. We take a look at well-known environmental stocks and their opportunities.
Read
31. August 2021 | 12:16 CET | by Carsten Mainitz
Square, Aspermont, flatexDEGIRO - FinTechs: Top or Flop?
Many FinTechs have emerged in recent years to put the fear of God into traditional banks with their dusty business models. As with many disruptive business models, the spread of the Internet and smartphones provided the basis for scalable, rapid growth. In addition, sufficient venture capital was available. Valuations in the billions, even before an IPO, were and are not uncommon. In addition, cryptocurrencies began an unprecedented triumphal march. In some places, the sword of Damocles of regulation hovers over the industry and not every Company will reach the finish line. Too many advance praises are priced into some prices. Who will be among the winners?
Read
31. August 2021 | 11:27 CET | by Nico Popp
NEL, Enapter, Daimler: Where hydrogen still offers opportunities
And what about hydrogen? CDU/CSU chancellor candidate Armin Laschet not only earned the laughs of Tesla boss Elon Musk when he asked about the appropriate technology for the mobility revolution, but the German media also mocked the CDU chairman. Yet hydrogen as an energy carrier is far from being out of the question, at least for trucks, ships and trains. Hydrogen could also be used as a power source in remote regions. Reason enough to take a closer look at a few stocks.
Read
31. August 2021 | 10:37 CET | by Fabian Lorenz
Sales explosion? Novavax and Diamcor on the trail of BioNTech
When companies suddenly report strong jumps in sales, investors should take a closer look. On the one hand, there may be considerable opportunities for share price gains. On the other hand, it must also be checked whether the development is sustainable or whether it is a one-off or seasonal event. BioNTech has impressively shown that the Company and the share can profit from a sudden increase in sales. Who is next? Investors should take a closer look at the vaccine developer Novavax and the diamond producer Diamcor - it could be worthwhile.
Read
30. August 2021 | 13:22 CET | by Stefan Feulner
BYD, AdTiger, Xpeng - Way clear for further share price gains
As expected, the highly anticipated symposium in Jackson Hole turned into a non-event. Although FED Chairman Jerome Powell is concerned about inflation at current levels, he considers the price increases to be a temporary phenomenon that does not require any changes in key interest rates. Nor was a specific date given for scaling back bond purchases. The ultra-loose monetary policy is thus preparing the ground for further price rises in the asset classes of equities, real estate and precious metals.
Read
30. August 2021 | 12:22 CET | by Armin Schulz
Porsche, Blackrock Silver, Xiaomi - These stocks are making headway!
Last week, the stock markets were eagerly awaiting the statements of US Federal Reserve Chairman Jerome Powell. His words reassured investors, as the tightening of the reins on the printing press is to be more gradual, and interest rate hikes are currently not an issue. From December, bond purchases are to be reduced by USD 15 billion. The US indices then rose again to near their all-time highs. But even without such events, which the whole world is watching, there are always stocks where exciting things are happening that can boost the stock market price. We are taking a closer look at three of these candidates today.
Read
30. August 2021 | 12:13 CET | by André Will-Laudien
First Hydrogen, Nel, Plug Power, FuelCell Energy - Is the next Hydrogen rally coming?
Hydrogen is repeatedly put forward as a solution for climate-neutral energy production. A strong distinction must be made for climate protection because only green hydrogen - produced from 100% renewable energy - is truly climate-friendly. Insufficient differentiation between hydrogen types has fatal consequences for the globe. In a recent study, scientists at the University of Standford in California prove that blue hydrogen, produced from natural gas in combination with the injection of the resulting CO2 through carbon capture-and-storage, actually has a significantly worse climate balance than the direct combustion of crude oil and natural gas. Significant methane gas emissions in production mainly cause this. Today we look at interesting values in the hydrogen environment.
Read
30. August 2021 | 11:33 CET | by Carsten Mainitz
Central African Gold, Nordex, Varta - Performers for the second half of the year!
Climate and energy transition are more than just buzzwords. They affect us all to an ever increasing extent. The production of green energy and the currently also politically favored spread of electric mobility place considerable demands on the availability of raw materials, the sufficient production of green energy and the existence of an area-wide infrastructure. As steering mechanisms, states offer extensive support measures. A market for emission certificates creates incentives as well. It is also important to keep an eye on the development of increasingly stringent ESG standards in the investment sector. Companies that do not do their homework will sooner or later lose out. These three companies have the potential to profit from the energy transition. Who will win the race?
Read
30. August 2021 | 11:22 CET | by Stefan Feulner
Huge opportunities at Steinhoff, Saturn Oil + Gas, MorphoSys
The second-quarter reporting season is drawing to a close and was exceptionally strong. Earnings estimates had already been raised in the run-up to the quarter and were even exceeded again due to the economic recovery following the disastrous Corona year 2020. Looking at the forecasts of most companies for the full year, these were also raised. As a result, some stocks are facing a revaluation that the broader market has yet to realize.
Read
30. August 2021 | 11:10 CET | by Nico Popp
Teck Resources, GSP Resource, Standard Lithium: Thinking of the good times
The summer has caused a lethargic mood on the stock market. There are inflation concerns, and also, the pandemic is again leading to many hospitalizations in many countries. Nevertheless, the markets seem to have weathered the worst. The closer we get to fall, the more likely future issues will dominate the market again. Whenever issues of mobility or regenerative energy come up, commodities also come into play. We take a look at three shares related to popular commodities.
Read
27. August 2021 | 14:38 CET | by André Will-Laudien
wallstreet:online AG, AMC, GameStop, Robinhood - The hunting season has begun!
As of September 20, the DAX, like its French counterpart CAC, will be expanded to 40 stocks, which means that 10 new stocks will move into the focus of major fund managers. One or the other may have been surprised by this decision because, after all, Germany's 30 most valuable companies have reflected the development of the German economy very well for decades. However, international investors and funds appreciate more diversity, especially sector diversification. It is also hoped that the new insolvency clause will mean that criminal incidents, such as those involving Wirecard, will not have to be discussed at index level for long and will continue to affect derived derivatives for months afterward. Entry and exit criteria are also to change, from now on, minimum liquidity counts instead of trading turnover, and the Corporate Governance Code will become binding from September 2022. Modernization has been long overdue since Wirecard.
Read
27. August 2021 | 13:36 CET | by Nico Popp
LVMH, Diamcor Mining, Daimler: Enduring stocks from the luxury segment
Fancy watches, sparkling necklaces or a classy bag - in dreary times, people with money like to enjoy luxury items. Even though the Corona Crisis initially hurt the industry - after all, luxury goods are typically purchased while traveling - the sector is once again on the upswing. Asian customers, in particular, are keen to treat themselves. China's emerging middle class is so large that even large luxury companies are ringing the cash register. We take a look at three shares from the sector.
Read
27. August 2021 | 12:35 CET | by Carsten Mainitz
Orocobre, Kodiak Copper, Infineon Technologies - Good for the climate, even better for your portfolio
Heat records and droughts on the one hand and heavy rainfall and flooding on the other - climate change is no longer an abstract threat but a reality. Speculating about the causes is idle. It is more important to tackle the problem. Phasing out coal-fired power generation by 2038? Much too late, experts criticize. And politicians are also slowly realizing that it is already five to twelve. That is why they are really stepping on the gas! We need to say goodbye to the combustion engine, decarbonize industrial production, and expand renewable energy sources. But this requires certain raw materials. Here are three companies with a bright future ahead of them.
Read
27. August 2021 | 11:53 CET | by Stefan Feulner
BioNTech, XPhyto, Moderna - Boosters for the portfolio
Globally, infection numbers are rising dramatically due to the highly contagious Delta variant. According to the RKI, 12,626 new infections were reported in Germany alone, 4,226 more than a week ago. With the incidence rising above the authoritative level of 35, greater emphasis is again being placed on the rule, vaccinated, recovered or tested. As a result, demand for PCR or rapid tests is skyrocketing. Diagnostic companies, like vaccine producers, are in for a warm cash shower.
Read
27. August 2021 | 10:21 CET | by Armin Schulz
Alibaba, AdTiger, Baidu - Advertising market in digital transformation
With the success of the Internet, there have been numerous shifts in analog advertising. Print sales are steadily declining because people are looking more and more to the Internet for information. Nowadays, younger people look more at their smartphones or tablets than at the TV. Efforts are being made to better integrate TV programming with content from the Internet because advertising is most profitable where people spend the most time. In Asia, in particular, companies are very progressive in the field of digital advertising. Therefore, we look at three companies from the Far East that have brought the advertising market to the Internet.
Read
26. August 2021 | 13:12 CET | by Carsten Mainitz
Pure Extraction, Nikola, SFC Energy - Is Elon Musk wrong with his hydrogen forecast?
On the subject of eMobility, Elon Musk, CEO of Tesla Automotive, takes a clear position: In the future, cars and transport vehicles will be electric, and the energy they need will come from batteries. Any other solution is unthinkable for him, as he recently let slip in a mocking remark when asked about hydrogen as a fuel. But even Elon Musk is not always right. Many respected scientists around the world recognize the advantages of hydrogen technology. Particularly in combination with a fuel cell, the advantages of rapid refueling and trouble-free gas transport to even the remotest corners of the earth do not seem to be underestimated. These stocks benefit from the triumph of hydrogen technology!
Read
26. August 2021 | 12:15 CET | by Stefan Feulner
NanoRepro, Aztec Minerals, Xiaomi - The tension is rising
On Friday, the US Federal Reserve symposium gets underway in Jackson Hole. The strong recovery of the economy after the Corona lockdowns and the strong pick-up in inflation pointed to an end of unlimited bond purchases and the first interest rate hikes. But FED Chairman Jerome Powell sees the rise as temporary and is likely to be right. Rising infection figures due to the highly contagious Delta variant are throwing a spanner in the works of further economic growth. Thus, both Jackson Hole and the upcoming FED meeting are likely to be a non-event.
Read
26. August 2021 | 12:04 CET | by André Will-Laudien
Deutsche Rohstoff, Royal Dutch Shell, BP, Standard Lithium: Suddenly, oil is back!
Looking at the oil prices is really astonishing. Just last week, the price of a barrel was unwaveringly on its way down, with Brent crude even marking a 3-month low of USD 64.9 on the spot market. Then the direct reversal and a pronounced rally upwards to courses of USD 71.8 yesterday morning. The weaker US dollar and the dwindling fears of the Delta variant, which rages in China's major cities less than initially expected, are sought as reasons. As a result, the short-term demand worries have evaporated again. But another reason is also on the table: The events in Afghanistan are again bringing great unrest to an important oil and raw materials region. That pushes the prices further!
Read
26. August 2021 | 11:08 CET | by Fabian Lorenz
Lang & Schwarz, NEL, GSP Resource - Short-term or long-term rebound?
No annual general meeting, no dividend, in-house tax discovery and loss of confidence - the news from Lang & Schwarz on Tuesday could hardly have been more severe. Accordingly, the share price fell by more than 35% in after-hours trading. On Wednesday, the share price rebounded with a double-digit gain. But the possible involvement of the stockbroker in the Cum-Ex deal will certainly keep investors busy for longer. The NEL share also made significant gains on Wednesday. It benefited from an order and the generally friendly mood in the hydrogen sector. Copper specialist GSP Resource has been on the rise again for some time because the raw material could soon become scarce. When asking how sustainable the rebound is in each case, one should look at the details.
Read
26. August 2021 | 10:41 CET | by Nico Popp
BioNTech, Cardiol Therapeutics, Bayer: Where Covid-19 still provides returns
The pandemic has not only brought losers. There is also a long list of winners. Starting with Amazon and Deutsche Post and ending with BioNTech. Before Corona, the latter Company was always considered a beacon of hope around mRNA technology. Then came the pandemic, and suddenly several small test balloons turned into a gigantic project as we know it today, with a successful outcome. We shed light on BioNTech and also focus on other potential winners of the pandemic.
Read
25. August 2021 | 13:48 CET | by André Will-Laudien
Abibaba, Aspermont, Teamviewer - The Big Data Analyst Boom!
The market for information services has accelerated dramatically since the dawn of the mobile age. Whereas in the past, it was largely anonymous Internet users who were the first participants in the digital birth, today, the collection and processing of user-related data is the linchpin for every mobile service. The age of Big Data is the latest manifestation. Here information is collected and aggregated, which later flows into marketing campaigns or new services. Since 2007, the smartphone has ruled the digital business world. Never before have more user characteristics been offered for sale voluntarily and free of charge. The mobile customer has become a transparent consumer and today sees almost exclusively the content relevant to them on their device.
Read
25. August 2021 | 13:25 CET | by Stefan Feulner
BioNTech, Kainantu Resources, QIAGEN - A threatening development
Most recently, with the appearance of the highly infectious Delta variant, it is clear that the Corona pandemic is not over. Infection numbers are rising, and the fourth wave has reached Germany. To better prepare for the growing number of cases this fall and avoid another hard lockdown, policymakers are relying on greater use of Corona testing in addition to vaccination programs. The higher demand for testing, also considering the start of the new school year, is again making the coffers of diagnostics companies ring.
Read
25. August 2021 | 12:02 CET | by Carsten Mainitz
Saturn Oil + Gas, Gazprom, K+S - Watch out: Single-digit P/E ratios here!
Several ratios exist to quickly understand whether a stock is cheap or expensive when analyzing stocks. The list of limitations why this is no more than a rule of thumb is long. The following companies with strong substance and good operating businesses are certified by analysts to have very low valuations with single-digit P/E ratios. Which stock has the greatest potential?
Read
25. August 2021 | 11:40 CET | by Armin Schulz
Nel ASA, dynaCERT, Steinhoff - Boost for the portfolio with turnaround candidates
As the saying goes, the profit is in the purchase, but it is often not easy to determine the "bottom" on the stock market. Many factors need to be taken into account. First, there is the corporate sector and its sentiment. Is there fantasy? Is the market in trend? Then one should look at the fundamentals. Is there debt? Is the company making money? What is the sales growth, and what are the forecasts? After that, one can look at the varying analyst opinions and set up one's own rating system that awards points for different aspects. Using this checklist, one can quickly determine whether a company is attractive. In every portfolio there should be standard stocks, which make up the majority of the portfolio. A small part of the portfolio can be invested in speculative stocks, as they offer significant profits that can give the portfolio a boost. Today we take a closer look at three of these turnaround candidates.
Read
25. August 2021 | 10:51 CET | by Nico Popp
JinkoSolar, Blackrock Silver, Standard Lithium: The winners of the climate turnaround
Renewable energy is the essential key to climate neutrality. Even the solar energy that reaches the earth in just one hour would be enough to supply the world with electricity for a year. So it makes sense to tap into more of this energy. Since solar modules and photovoltaic systems currently produce around twenty times more energy over their lifetime than is needed to manufacture them, the approach pays off. We present three companies involved in renewable energies and highlight their current opportunities.
Read
24. August 2021 | 13:28 CET | by Carsten Mainitz
Meta Materials, Xiaomi, SoftBank - Undiscovered potential!
Stagnation is regression. Companies that act too slowly in competition and can only adapt insufficiently to changing conditions lose out. Innovations are a path to success. Some innovations are so significant and far-reaching that a massive upheaval occurs with the technological leap achieved. Electricity and the Internet are well-known examples. AI, 5G, robotics and new materials will have changed our reality in just a few years. As new solutions, products and markets emerge, these stocks will benefit.
Read
24. August 2021 | 12:54 CET | by Stefan Feulner
Sixt, Memiontec, Volkswagen - Innovations with potential
Innovations open up new sectors of the economy and create jobs. The energy turnaround and the switch from fossil fuels to renewable energies encourage companies to adopt new innovations. In addition to climate protection, the subject of water treatment will undoubtedly make it onto the top priority lists of politicians in the next few decades. Innovative companies are already working to combat the problem of water scarcity. According to recent studies, 2.2 billion people do not have regular access to clean water, and the trend is rising.
Read
24. August 2021 | 12:46 CET | by Nico Popp
Gazprom, Central African Gold, Steinhoff: Dynamic opportunities arise here
In July, German consumer prices rose by 3.8%, the highest rate in almost thirty years. The Deutsche Bundesbank expects inflation to climb to around 5% this year. Such a devaluation of capital naturally puts savers under pressure. In addition to the conservative to speculative investments in commodities, which often rise in step with inflation, some investors are also considering speculative gambler stocks. We present three shares and assess their suitability as inflation investments.
Read
24. August 2021 | 11:27 CET | by Fabian Lorenz
BioNTech, Standard Lithium, Desert Gold - Before the breakout?
Following record highs, the stock markets consolidated last week. The same was true for high-flyer stocks BioNTech and Standard Lithium. Although investors continue to fear persistently high inflation, both companies can benefit from positive news and have started the new stock market week on a positive note. Thus, the lethargy is over and the old record highs are being targeted. Those who want to hedge against inflation fears should look at Desert Gold as a speculative alternative. The consolidation could soon be over for the gold explorer as well.
Read
24. August 2021 | 10:46 CET | by André Will-Laudien
Triumph Gold, Tencent, Baidu - China is making a big push!
While Western aid organizations are flying their staff out of Afghanistan, the political interests of direct neighbors of Afghanistan are increasing. At the crossroads of South Asia, Central Asia and the Middle East, the landlocked country borders Iran, Turkmenistan, Uzbekistan, Tajikistan, the People's Republic of China and Pakistan. Three-quarters of the country consists of mountainous regions that are difficult to access. After the almost complete withdrawal of international troops, the new rulers announced the creation of the Islamic Emirate of Afghanistan. China sees itself as a possible savior of the first hour and wants to come to the shattered country's aid quickly. Of course, access to critical raw materials is at stake.
Read
23. August 2021 | 13:18 CET | by Armin Schulz
Plug Power, Enapter, Ballard Power - What is the future of hydrogen?
In the passenger car sector, the battle for hydrogen fuel cells seems lost, as the entire automotive industry is focusing on the production of e-cars. In the commercial vehicle sector, there is still hope for the hydrogen industry. The prerequisite for this, however, is inexpensive hydrogen, and this is not yet available. Promises of subsidies due to climate protection for the hydrogen sector should give a boost, but the extreme overvaluation built up in shares from the hydrogen sector up to the end of January has not yet been completely eroded in some cases. After the FED indicated in its latest minutes that it would abandon its loose monetary policy, uncertainty is spreading among many North American hydrogen companies. Today, we take a look at three hydrogen companies.
Read
23. August 2021 | 12:25 CET | by André Will-Laudien
BioNTech, Defence Therapeutics, Dermapharm, NanoRepro - Vaccinate, Test, Treat!
The vaccination rate in Germany is now just under 59% with complete second vaccination. The Ministry of Health had assumed a 70-80% rate by late summer. The situation has now changed, and the autumn in Germany will likely take place under different conditions. Since the beginning of August, the many travelers returning home have had to undergo a test at the entry border to Germany. Presumably, the number of infections will also rise again, making testing mandatory for social life. Vaccination and testing, therefore, remain ongoing issues for the capital markets.
Read
23. August 2021 | 12:00 CET | by Carsten Mainitz
BHP, Silver Viper Minerals, Yamana Gold - React now before it is too late!
Capital markets are complex. The economy, interest rates, currencies and commodity prices determine the big picture. Then, of course, the industry situation and a company's individual situation play a significant role. Ultimately, it is a matter of acting with foresight and taking advantage of possible temporary mispricings. Opportunities arise when company announcements are processed in the share prices with a certain time lag. That is why you should take a closer look at these three stocks now.
Read
23. August 2021 | 11:03 CET | by Nico Popp
Rheinmetall, Defense Metals, NEL: What can work in this market
The current events in Afghanistan show that countries will have to invest in their defense in the future in order to meet geostrategic requirements. Currently, the Bundeswehr is fighting tooth and nail against bureaucracy and time to save as many Germans or local forces and their families as possible from the Taliban. Modern equipment is just as necessary for this as efficient decision-making chains. In this article, we look at two defense-related companies and conclude with the current situation with NEL's hydrogen stock.
Read
23. August 2021 | 10:20 CET | by Stefan Feulner
Palantir, Troilus Gold, Nikola - Protection from black swans
Discussions to end the ultra-loose monetary policy of both the FED and the ECB and a reduction in monthly bond purchases are currently in full swing. Fears of possible interest rate hikes due to rising inflation recently sent the gold price into flash crash mode. In the process, the precious metal lost more than USD 100 per ounce overnight and stopped short of marking a new low for the year. Since then, the crisis currency has stabilized again and could generate a new buy signal in the short term. In the long-term, gold is likely to shine brightly again due to the current framework data.
Read
20. August 2021 | 13:36 CET | by Carsten Mainitz
Standard Lithium, Aztec Minerals, Orocobre - Take advantage of trading opportunities!
Raw materials are a prerequisite for any kind of production. The more there is produced, the more raw materials are needed. Precious metals are also suitable as an investment. Historically, they are always in demand when inflation rises. Commodity prices are thus subject to many factors. Some of which can neutralize each other, and some of which can reinforce each other. For example, the persistently high inflation of over 5% in the USA speaks for an increasing flight of investors into precious metals and, thus, rising commodity prices. While at the same time, the semiconductor crisis, which is currently occurring, is causing production cutbacks and idle assembly lines. That means that fewer raw materials are needed, which in turn puts pressure on prices. What is the best strategy now and which share has the greatest potential?
Read
20. August 2021 | 13:28 CET | by André Will-Laudien
TUI, Troilus Gold, Lufthansa - The golden summer of travel!
The "Second Summer with Corona" has seen a resurgence in international travel, even though not all corners of the globe have returned to pre-pandemic levels. At least, however, the lockdowns have largely disappeared, restaurants are open again, and cultural life is gradually returning. The travel industry is experiencing this period in different ways. For example, first, there were problems with the allotments due to many hotel bankruptcies, but then these were increased at short notice and ultimately, special promotions had to be called to sell them off. In the end, price increases could not be implemented. People's travel behavior is changing in the long term, as is society as a whole. The travel industry is, therefore, seemingly only at the beginning of a far-reaching structural change.
Read
20. August 2021 | 12:44 CET | by Armin Schulz
Barrick Gold, Desert Gold, K+S - Dark clouds everywhere?
Since the publication of the July minutes of the FED meeting, the indices have been going down. Investors do not like that the minutes held out the prospect of a possible end to the financial stimulus at the end of the year. The inflation rate in the US was 5.4%, as in the previous month, and currently remains high. Following the port closure in China, it can be assumed that supply chains will continue to be disrupted. In addition, the Delta variant is causing rising incidences. Therefore, the market is currently nervous and anticipates a possible correction. Gold is still popular as an inflation hedge. We look at three companies today and see if dark clouds are gathering there too.
Read
20. August 2021 | 11:14 CET | by Stefan Feulner
Geely, GSP Resource, Nel ASA - Taking advantage of the correction
After a ten-year high of over USD 10,500 per ton, copper is correcting and is currently scratching the USD 9,000 mark. In the short term, there is a favorable entry opportunity to participate in the next supercycle. Copper is the base metal of the energy transition. The high demand due to the switch to renewable energy sources is already being offset by an extremely tight supply. The result is rising prices in the long term.
Read
20. August 2021 | 10:47 CET | by Nico Popp
Volkswagen, dynaCERT, BYD: Sudden turnaround ahead?
When Volkswagen CEO Herbert Diess visits Markus Lanz's talk show, the corporate leader exudes an esprit that almost comes close to celebrity founders from the USA. Even if a comparison with Elon Musk would be far-fetched - they seem more modern and flexible, the managers of German corporations. This flexibility is probably also necessary to lead huge corporations into the future in a time of change. The challenges are great: In addition to the uncertainty about the future, numerous smaller companies are also digging in their heels and want to wrest market shares from the big players. We take a look at three stocks that focus on the future of mobility.
Read
19. August 2021 | 13:27 CET | by André Will-Laudien
BYD, Fisker, Kodiak Copper, E.ON: Copper remains the linchpin!
According to the Paris Protocol, the implementation of the climate targets is based on the conversion to electric drives, the use of renewable energies, and sustainable raw material management. In addition to the development of new raw material deposits, especially in the field of battery metals, the topic of recycling is coming up. Here, too, it is crucial which resources are used to recover the metals. Currently, some copper projects are under development, but it will take 2-3 years before they can deliver. Part of the whole castling will also be the power companies because they have to provide the planned power purchase for the coming years, and this could be tight, especially for Germany.
Read
19. August 2021 | 12:35 CET | by Fabian Lorenz
First Majestic, Palantir, Silver Viper - Precious metals - The calm before the storm?
After the flash crashes, calm has returned to gold and silver. Is it just the calm before the storm? Currently, gold is working its way through resistance in the USD 1,790 area. Between USD 1,830 and USD 1,840 would then be the next critical zone. The purchase of gold by Palantir is raising eyebrows. Interesting: The tech company specializes in the use of big data to predict future developments. So does it know more? In addition, First Majestic has published strong figures, and junior explorer Silver Viper convinces with drilling success and takeover fantasy.
Read
19. August 2021 | 12:13 CET | by Carsten Mainitz
Conico, First Majestic Silver, VW - This moves the prices!
The stock markets are trading near their all-time highs. The high inflation rates cause only selective worries. The crisis currency gold is in waiting mode. The economy is recovering, but some sectors are still experiencing supply bottlenecks, which in some cases are severely disrupting activity. In this mixed situation, which stocks are worth a closer look?
Read
19. August 2021 | 11:37 CET | by Stefan Feulner
JinkoSolar, Central African Gold, NIO - Energy transition opportunity
With decarbonization and the drive to achieve carbon neutrality, the world is changing. There is a push for electrification and a shift away from fossil fuels. Transitions create opportunities. This transition will require massive additional quantities of copper, cobalt and nickel, whether for electric vehicles, solar, hydro or wind technologies. New industries are emerging that are still in the early stages of a long-term transformation. Seize the opportunity!
Read
19. August 2021 | 10:24 CET | by Nico Popp
Barrick Gold, Triumph Gold, K+S: Here comes inflation insurance
Inflation remains an issue, but the major central banks have not yet curtailed expansionary measures. As a result, there is an increasing risk that price increases will develop their own momentum and become inflation. Although inflation is a signal of a booming economy, sharply rising producer prices are already causing long faces at some industrial companies - after all, margins are shrinking as a result. Reason enough to look at insurances against inflation. We present three companies.
Read
18. August 2021 | 13:24 CET | by Armin Schulz
Newmont, Sitka Gold, Royal Dutch Shell - Commodity prices to rise further
Research conducted in July with 1,000 European companies found that all respondents expect commodity prices to continue to rise. In part, these price increases we have seen over the past year are due to the Corona Pandemic. During the lockdown, production of raw materials was shut down, and when demand suddenly increased noticeably, they were not prepared for it. Supply chains are still disrupted today. But thanks to rising vaccination rates, the economy is picking up again in many parts of the world. Demand for oil remains high in the long term, and gold is still in its long-term uptrend despite the short-term sell-off.
Read
18. August 2021 | 12:07 CET | by Carsten Mainitz
wallstreet:online, Lang & Schwarz, MorphoSys - Long or Short?
(Neo) Brokers and securities trading banks have been achieving record profits for several quarters. Many new investors have discovered the stock market for themselves. The prices seem to know only one direction. In an environment with low-interest rates and, in some cases, zero order fees, this is leading to unprecedented transaction volumes. Who are the winners?
Read
18. August 2021 | 11:37 CET | by Stefan Feulner
Nel ASA, Enapter, Nordex - Highly acclaimed and deeply fallen
The euphoria around renewable energy shares was huge last year. Companies from the hydrogen, wind energy or electromobility sectors were able to multiply and reached valuations that they would never justify in the next few years. This run was fueled by billion-dollar programs to promote the energy turnaround by politicians. A market shakeout has been underway for months. Which stocks are now promising and which have further correction potential?
Read
18. August 2021 | 10:47 CET | by Nico Popp
JinkoSolar, Meta Materials, Deutsche Telekom: This technology revolutionizes (almost) everything
You do not have to be a visionary to predict that the world will spin even faster in the next ten years than it has in the past ten. What that means is clear: The changes will be huge. Above all, the major trends of climate protection and digitization will continue to change the world. Companies that are engaged in and around these trends offer great opportunities. We present three stocks.
Read
18. August 2021 | 10:43 CET | by André Will-Laudien
Bayer, Cardiol Therapeutics, CureVac: The Champions League of Bio-Pharma!
Biopharmaceutics is the first port of call in the fight against a wide range of diseases. It studies the relationship between drugs and excipients' chemical and physical properties and their form of administration in a living organism. Biological effectiveness results from the entry of the drug into the diseased organism, its distribution in tissues, and the chemical reaction called metabolism. When dealing with recent pandemics, good advice is expensive, and research into pharmaceuticals costs billions. When an active ingredient is found and registered, the patent clock starts ticking for the inventor. As a result, the hope of the biopharmaceutical company is to remain the sole provider in their healing segment for as long as possible.
Read
17. August 2021 | 13:01 CET | by André Will-Laudien
Barrick Gold, Blackrock Silver, Glencore - Inflation is coming and commodities are taking off!
In recent months, it has become clear to investors that the global economy will have to contend with price increases after the pandemic. The greatest inflationary pressure comes from scarce raw materials, especially for high-tech industrial goods. The trend toward climate protection is forcing the industry to adapt its manufacturing processes to conserve resources. It requires investment in new equipment, filter systems and more efficient energy use. Explorers and mature commodity companies face different challenges: they now have to invest intelligently in future projects without certainty of how high the demand will be in 5-10 years and at what prices they can sell then. It is all a question of foresight and the validity of mathematical models!
Read
17. August 2021 | 12:32 CET | by Stefan Feulner
Deutsche Telekom, Quantum eMotion, Bechtle - The next big thing
The lockdowns due to the Corona pandemic and working from home were a ready-made meal for cybercriminals. The rapid build-up of new technology such as laptops, software or networks caused significant security gaps that hackers used to increase their activities. The damage to the German economy is considerable. At an estimated EUR 220 billion in 2020, it is twice as high as in previous years. An end to this trend is not expected. However, more and more young technology companies are emerging that want to participate in the billion-euro cybersecurity market. Be there from the start.
Read
17. August 2021 | 11:32 CET | by Fabian Lorenz
Varta, Nordex, Saturn Oil & Gas - Buy or Sell?
It was a generally positive week on the stock market last week; however, things seem to be more unsettled this week. After the jump above the 16,000 point mark in the DAX, profit-taking is to be expected. On Monday, negative news from Asia weighed in on the mood: In China, the retail and industry's economic data were weaker than expected. In addition, the spread of the Delta variant of the Covid-19 virus is worrying market participants. On the corporate side, analysts are speaking out. Varta, for example, has failed to meet expectations, and the forecast hangs on Apple. In contrast, the shares of Nordex and Saturn Oil & Gas have been recommended as a buy. A 200% price potential beckons.
Read
17. August 2021 | 11:12 CET | by Carsten Mainitz
Memiontec, Bayer, Aurubis - Do not miss this trend!
According to estimates by some experts, water demand will already exceed supply by 40% in 2030. That is a dramatic forecast and should wake us up. Of course, climate change is an influencing factor. The increasing water consumption of agriculture in the wake of the growing population presents us with major challenges. In addition, water treatment plays a central role. Some promising investment ideas can be derived from the scarcity problem of the vital resource water.
Read
17. August 2021 | 10:05 CET | by Nico Popp
Deutsche Bank, Aspermont, Tencent: Where the tech boom starts
Those who want to make money tend to look to industries where a lot of money is also turned over. Classic sectors are banking or real estate. But things are also going well in manufacturing: Those who have unique products worldwide are happy about high margins. Particularly in technological change, this also includes commodities - as the name already says, there is no business without these goods. We present stocks related to finance, technology and commodities and highlight a value that can be considered an insider tip.
Read
16. August 2021 | 13:27 CET | by Armin Schulz
BioNTech, XPhyto Therapeutics, Siemens Healthineers - Corona has triggered a boom
While many companies have suffered greatly from the Corona pandemic, there are also a number of winners. First and foremost, vaccine manufacturers but also diagnostics companies experienced substantial growth rates in sales. Irrespective of Corona, it is increasingly crucial for the healthcare sector to push ahead with digitization, especially in diagnostics. Here, digitization offers the opportunity to significantly increase the quality and speed of diagnoses through artificial intelligence. Time, in particular, is an important factor here. Today, we take a closer look at three beneficiaries of the Corona Crisis.
Read
16. August 2021 | 12:41 CET | by André Will-Laudien
Alcoa, FYI Resources, Varta, Nordex - Ready for takeoff in the high-tech sector?
The current climate trend makes a necessity obvious - our planet needs relief from CO2 and further investments in sustainable energy generation. Global warming is already well advanced, and we will likely no longer stop the dangerous basic trend. Therefore, the decisive factor for our future actions remains the "impact", i.e. the intensity and quantity of the production of pollutants. Many companies have already taken hold of the baton and are converting their processes, while others are trapped in old operating procedures and are acquiring pollution certificates. The industrial value chain starts with explorers and mining companies, followed by the basic materials industry. We look at some representatives of this supply chain.
Read
16. August 2021 | 12:04 CET | by Stefan Feulner
Freenet, Deutsche Rohstoff, Palantir - The clock is ticking
The German parliamentary elections are on September 26, which means there are just under 6 weeks left in which Baerbock, Laschet and Scholz vie for the favor of voters. Climate protection is one of the most important campaign issues. If you look at the party programs, the energy transition enjoys the highest priority among the Greens. They plan an immediate climate protection program that will quickly initiate effective measures in all areas and remove obstacles to expanding renewable energies. To this end, the Climate Protection Act is to be tightened up. Emissions will be reduced by 70% by 2030, and Germany will be climate-neutral by 2035. It should already be clear to every German citizen entitled to vote that much of what is planned in theory can hardly be implemented, or at least not within the specified timeframe.
Read
16. August 2021 | 11:20 CET | by Carsten Mainitz
Defence Therapeutics, Moderna, Evotec - Bet on the front-runners!
Health is our most important asset. Biotech companies that protect it save not only human lives but also reap high profits. The price development of many biotech stocks over the past few months has been breathtaking. Investors are advised to focus on the frontrunners, as the market position gained as a first mover, the leadership position in a niche or innovative solution, will enable the companies to keep their competitors at bay for a long time to come.
Read
16. August 2021 | 10:16 CET | by Nico Popp
NEL, Pure Extraction, Deutsche Post: Hydrogen becomes practical
The Union's candidate for chancellor and CDU chairman Armin Laschet only received a loud laugh when he asked Tesla boss Elon Musk about the chances for hydrogen as a fuel for cars. The question is entirely justified. Although the trend for cars is clearly towards electric vehicles, hydrogen could be the solution for delivery vans, trucks or ships. Reason enough to take a closer look at participating companies and potential customers.
Read
13. August 2021 | 12:36 CET | by André Will-Laudien
NEL, dynaCERT, FuelCell Energy, Plug Power - Is hydrogen about to explode next?
Not only is the EU tightening its climate targets, but around the globe, more and more countries are decarbonizing their economies. The subject of hydrogen is providing the rainmaking impetus for discussion. Since the closing of ranks on e-mobility, however, it is no longer the focus of attention. However, according to the World Energy Council (WEC) analysis, at least 20 countries that account for almost half of global economic output have adopted a national hydrogen strategy or are at least close to doing so. Leading the way are Japan, France, South Korea, the Netherlands, Australia, Norway, Spain and Portugal. But Russia, China, Morocco and the USA are also working on their strategies. Australia and China are leading the way, while Europe and the Middle East are already doing a lot. We take a look at the premier league of H2 values.
Read
13. August 2021 | 12:21 CET | by Armin Schulz
Alibaba, Kainantu Resources, JinkoSolar - Asia as a global economic engine
Asia's influence on the global economy has been growing for years. On the one hand, as a sales market - Germany now transports 16% of its exports to Asia - on the other hand, its share of the world's gross domestic product is increasing. In 2019, 71% of global economic growth came from the Asia-Pacific region. Exports also contributed to this. Almost twice as much was exported to Germany in 2019 as ten years earlier. This year, economic growth in Asia will again be higher than in the rest of the world. This is primarily due to China. Today we are therefore highlighting three companies from the Asia-Pacific region.
Read
13. August 2021 | 11:39 CET | by Stefan Feulner
Steinhoff, Kodiak Copper, NIO - At the beginning of the trend
Rising inflation is making living more expensive. The culprit for the increase - in Germany, consumer prices rose by 3.8% in July compared to the same month last year - is increasingly expensive raw materials. In addition to agricultural commodities such as corn and wheat, metals in particular, which are urgently needed for the energy transition, are going through the roof. There is no end in sight to the price increase here; economists are already talking about a supercycle lasting years.
Read
13. August 2021 | 10:34 CET | by Carsten Mainitz
Desert Gold, Barrick Gold, Nordex - These are the winners!
Even if inflation in the US has fallen slightly compared to the previous month, it is still at a high level of over 5%. This cannot be explained away. Despite all efforts of central bankers worldwide to regard the high inflation as only a temporary phenomenon, it is more advisable to adjust to the more realistic scenario of a persistently high inflation rate. To protect oneself as an investor against the loss of purchasing power, it helps to invest in tangible assets such as shares, real estate and commodities. With the following three companies, investors have good cards to be on the winning side.
Read
12. August 2021 | 13:42 CET | by Stefan Feulner
ThyssenKrupp, Triumph Gold, Evotec - Growth before inflation
After the disastrous Corona year 2020 filled with profit slumps, the economy is coming back to life. The quarterly figures currently being reported indicate rising returns once again and thus an end to the dry spell. However, the inflation rate is also rising enormously; in Germany, it jumped to its highest level in almost 30 years, according to the Federal Statistical Office. Growth and job creation take precedence over price stability - a dangerous undertaking for the future. The central banks are being challenged.
Read
12. August 2021 | 12:21 CET | by Fabian Lorenz
Varta, Barrick Gold, Aztec Minerals - Before the showdown!
There is currently no sign of summer doldrums on the capital markets. Not only BioNTech is exploding, shares of lithium and battery producers are also rising strongly. On the other hand, the gold price is going crazy: After better-than-expected data from the US labor market, the gold price buckled significantly at the start of the week and has only recovered slightly so far. Nevertheless, the industry has positive news: heavyweight Barrick Gold increases profits, and at Explorer Aztec Minerals, investors ask when the knot will burst? The battery specialist Varta is also exciting at the moment, and Friday will be a showdown.
Read
12. August 2021 | 11:25 CET | by André Will-Laudien
BASF, Meta Materials, IBU-Tec, SGL Carbon - Materials that dreams are made of!
Whether e-mobility, aircraft technology or renewable energies - there are inherent scarcities and political implications in many high-tech materials essential for the German economy and future and resource-efficient technologies. Their production and further processing cost a lot of precious energy, and not all environmental or health impacts have been clarified. Mining companies and processing industries are therefore required to observe sustainability principles and not just implement them on paper. Some companies take a proactive approach to this issue, while others must first be forced into line politically. We take a look at some of the protagonists.
Read
12. August 2021 | 10:31 CET | by Carsten Mainitz
Enapter, Nel, SFC Energy - A new chapter in the hydrogen revolution
The energy revolution needs hydrogen solutions. The road from innovations and first prototypes to mass production and relevant market shares is long. However, the stock market is already rewarding the potential of one or two companies. The companies that can successfully offer solutions will later operate in a market worth billions. Which horse should investors back in this growth industry?
Read
11. August 2021 | 13:25 CET | by Carsten Mainitz
Deutsche Rohstoff, Robinhood, KUKA - Watch out: This is where the action is!
A positive stock market environment, good company development, positive newsflow, and favorable company valuation form the perfect basis for investing in a stock. Sometimes it takes a little longer for the market to put one and one together - this is exactly the opportunity for forward-looking and informed investors. Which stock has the greatest potential?
Read
11. August 2021 | 12:20 CET | by Stefan Feulner
Coinbase, Almonty, Infineon - Deals for the Future
"Thinking about Tomorrow Today" is a quote that not only corporate leaders need to follow when it comes to establishing new business models to secure the future. It also applies to the energy transition. What use are ever more sharply formulated climate targets by politicians if it is not even certain at the moment where the scarce raw materials for the production of renewable energies such as electromobility, photovoltaics or wind power are to be obtained from over the next few years. The companies that have already thought about tomorrow are therefore becoming the new stars on the stock market.
Read
11. August 2021 | 11:16 CET | by André Will-Laudien
Standard Lithium, Defense Metals, Gazprom - This bottleneck costs real money!
Electromobility is becoming increasingly important for the energy transition in transportation. And with it the research, development and production of batteries, especially in Germany as a high-tech location. In addition to performance, the sustainability of batteries plays a decisive role. In particular, this includes fair and sustainable sourcing of raw materials, a high proportion of renewable energies, and optimal energy efficiency in production. Completing the battery cycle would be intelligent reuse and a closed resource cycle through recycling. Some metals on this earth are extremely scarce and rarely occur in nature. They take on a strategic dimension in the context of climate protection.
Read
11. August 2021 | 10:28 CET | by Armin Schulz
Nel ASA, First Hydrogen, Plug Power - Hydrogen market awaits impetus
Since sustainability and climate protection have come more and more into focus, the hype around hydrogen stocks has also been in full swing. This rally in almost all stocks continued until the end of January. Some of the company valuations were astronomically high. Since investors have been looking more at key figures, the share prices of hydrogen companies have been falling. The key objective is to lower the cost of hydrogen. That would make it economically viable, and the share prices of companies in the hydrogen market would rise significantly again. Currently, the market is waiting for impetus. A lot of funding is being made available in Europe and the USA for hydrogen development. Today we take a closer look at whether there is already impetus from the companies.
Read
10. August 2021 | 14:29 CET | by Carsten Mainitz
Troilus Gold, Barrick Gold, Vonovia - Where does the correction offer the greatest opportunities?
Good US labor market data have made voices for an exit from the extremely loose monetary policy of the US Federal Reserve louder again. As a result, the US dollar strengthened and the prices of gold and silver weakened. From a chart perspective, prices of around USD 1680 for gold appear realistic in the short term, accompanied by high volatility. Such setbacks offer good trading and investment opportunities in first-class gold stocks. Who is ahead?
Read
10. August 2021 | 12:45 CET | by Stefan Feulner
Nordex, Saturn Oil & Gas, BP - Pressure on the pipeline
Despite record figures from Saudi oil giant Saudi Aramco, with profits quadrupling in the last quarter, the oil price fell more than 4% due to resurgent concerns over the Corona pandemic. A correction is more than healthy after a price quadrupling and the brilliant recovery rally since the crash in the spring. Experts see black gold beyond the USD 100 mark in the long term, despite the energy transition and the switch from fossil fuels to renewables.
Read
10. August 2021 | 11:57 CET | by Fabian Lorenz
Hot autumn for BioNTech, NanoRepro and XPhyto: Nothing works without testing and vaccination
Shares of Corona vaccine and test manufacturers are in for a hot fall. Summer is drawing to a close, and the Delta variant is hard to stop. Calls for stricter measures are growing. Politicians are calling for vaccination premiums and mandatory testing for travelers returning home. The 1st FC Cologne recently announced that it would only allow vaccinated people into the stadium. BioNTech, NanoRepro and XPhyto are among the beneficiaries of this development. The latter Company could also benefit from demands from politicians. SPD health expert Karl Lauterbach called for mandatory "PCR" testing for unvaccinated people before visiting restaurants.
Read
10. August 2021 | 10:29 CET | by André Will-Laudien
SAP, AdTiger, TeamViewer - Digitization remains the trump card!
Whether with one's smartphone, at the supermarket checkout or on our PC - the Internet is present every day. On average, we use our or other mobile devices and PCs 20 times a day for search processes, social media, work access or shopping transactions. The number of Internet users worldwide has risen continuously and amounted to around 4.1 billion in 2020, which means that the number of online users has increased globally by about 125% percent within ten years. At the beginning of 2021, Asia is estimated to have been the region with the most Internet users, namely 2.7 billion. EMEA followed at a great distance with around 750 million, but North America represents the region with the highest proportion of Internet users. The estimated penetration rate there was about 92%, while Europe is currently at 81%. Asia still ranks well below the global average at around 63%. Today, we are looking at well-known players in the digital market.
Read
09. August 2021 | 13:29 CET | by André Will-Laudien
Varta, Carnavale Resources, Airbus - High tech in a bind - Metals are scarce!
Currently, metal prices are not calming down! That puts pressure on the supply chains. Many companies are struggling with their inventories at the moment. If too much is ordered, the shelves could overflow due to delays in completion and cause extreme costs later on because high working capital is a margin killer for the industry. But the problem is also more topical in nature. There are many orders on hand, but essential components such as chips are unavailable, causing sales to decline, despite full order books. Conversely: When everything returns to normal, prices for metals will probably have to correct sharply again because no one will order more because of full warehouses - a real dilemma for mines and industrial customers alike.
Read
09. August 2021 | 12:14 CET | by Armin Schulz
BYD, GSP Resource, Standard Lithium - Lithium hype, but do not forget copper
In recent weeks, real hype has broken out around lithium. It is said that lithium producers cannot adapt to demand so quickly. Due to the radical change of course in the automotive industry away from the combustion engine to the e-car, the demand for lithium will increase considerably. The price of lithium has already doubled from USD 5,000 to USD 10,000. It is expected that demand will increase by 300%. It should not be forgotten that copper is also essential for the switch to e-mobility. But it is not just in that sector that the demand for copper is increasing; worldwide, more and more people are gaining access to electricity. Today, we look at BYD, a manufacturer of e-vehicles, and two potential suppliers of copper and lithium.
Read
09. August 2021 | 11:24 CET | by Stefan Feulner
Plug Power, Silver Viper, Xiaomi - The pressure is mounting
The Federal Reserve is in a tight spot. Due to positive labor market data, the US economy has created more jobs in July than at any time in a year; the bulk of market participants expect a swing in monetary policy soon. Due to the fear of interest rate hikes, the precious metals gold and silver fell drastically. But are the monetary authorities even in a position to raise interest rates significantly due to the general conditions? Probably not, which should cause both gold and silver prices to soar in the long term.
Read
09. August 2021 | 10:19 CET | by Carsten Mainitz
Diamcor Mining, Rio Tinto, Siemens - Tailwind
Diamonds have a number of unique properties, which means that they are in demand in the jewelry sector and industry in particular. Diamonds are considered the hardest material of all; they can withstand high thermal stress and strong electrical resistance. For these reasons, diamonds are sought after in laser technology, in semiconductors, and for a wide range of electronic components. The world's largest diamond producers include Russia, Africa and Australia. Many industry experts expect that current known global diamond production will be insufficient to meet growing demand from China and India. We have three exciting investment ideas in store.
Read
06. August 2021 | 13:14 CET | by Stefan Feulner
Bayer, Blackrock Silver, Siemens - Confidence is rising
After the months-long Corona lockdowns, the increasing desire for sports makes sporting goods manufacturer Adidas optimistic for the future. Online retailer Zalando also grew strongly in the second quarter, confirming growth forecasts. Companies' optimism is also reflected in the DAX, which could take a run-up to new highs for the year and the historic mark of 16,000 points, despite the summer months.
Read
06. August 2021 | 12:12 CET | by Armin Schulz
Allianz, wallstreet:online, Commerzbank - DAX on the way to an all-time high?
Can anything at all shake the DAX? Neither the expansive monetary policy of the European Central Bank and the resulting inflation can slow down the DAX, nor Corona or the flood disaster. The IFO business climate or purchasing manager index also shows a positive picture. Looking to America, where most companies have already announced their figures, most have not disappointed. Currently, there is a stock market lull due to the summer months. September is statistically often the weakest month of the year. So one should be on guard. If there is a subsequent lockdown, the tide may turn - at least in the short term.
Read
06. August 2021 | 11:07 CET | by André Will-Laudien
BioNTech, Formycon, Aztec Minerals, NanoRepro - Rollercoaster rides in the summer lull!
Summer lull and total standstill! Who has not just invested in BioNTech or Northern Data feels barely any movement in the portfolio. The stock exchanges are rehearsing the standstill, somehow nothing is going up, but this does not mean that things have to fall. Old sayings such as "What goes up, must come down!" have already been outdated for some time. For some stocks, the fantasy lasts endlessly; for other former hype candidates, the rally ends in the shredder. The hydrogen stock Nel has now lost 20% in one week. Many will say no problem because the stock market darling stands on a 3-year view still over 300% in the plus. Just someone probably has his initial investment above EUR 3. We keep trying with selective ideas.
Read
06. August 2021 | 10:27 CET | by Carsten Mainitz
Pure Extraction, Ballard Power, TotalEnergies - Hydrogen: New Opportunities!
Hydrogen is an excellent alternative to battery-powered vehicles. A hydrogen car can be refueled in less than 5 minutes and still achieve long ranges of 400 to 650 kilometers. The fuel cell generates the electricity for the electric drive on board through the reaction of hydrogen with atmospheric oxygen. The by-products are heat and water, but no local emissions. The technology clearly scores with a high system efficiency of around 60%. The fuel cell is thus a much more efficient drive than a combustion engine, which has an efficiency of only 20 to 30%. We show you how you can benefit from the hydrogen revolution.
Read
05. August 2021 | 13:41 CET | by Stefan Feulner
Commerzbank, Troilus Gold, Allianz - The bubble bursts!
Rising consumer prices are belatedly arriving in Germany. At 3.8%, these were higher in July than at any time since the fall of 2018. And inflation is also likely to pick up further due to rising commodity prices. Instead of raising interest rates and reducing bond runs, the European Central Bank sticks to its ultra-loose monetary policy. The high rates of price increases are said to be temporary and due to special factors. What to do as a saver when expropriation threatens? Take precautions against the worst-case scenario.
Read
05. August 2021 | 12:45 CET | by André Will-Laudien
TUI, GSP Resource, NEL - The volcano starts to smoke!
Chart analysis is a popular tool among traders and investors to optimize trading in securities or derivatives. The goal is to forecast future price developments based on charting techniques. However, there is a need to remember that under the assumption of efficient market theory, a chart already contains all the available information. Unfortunately, there are as big misunderstandings in chart interpretation as in fundamental analysis. In charts, formations may or may not indicate a breakout, whereas fundamental information has historical and future significance. In all assumptions, we naturally assume that the stock market is always right, meaning that the current price reflects the Company's value at any point in time. But that does not make the decision any easier!
Read
05. August 2021 | 11:26 CET | by Stefan Feulner
NIO, AdTiger, Alibaba - Opportunity China
To ensure data security, cross-border data flow and management of confidential information of Chinese companies whose shares are traded abroad, tech companies, in particular, came into the focus of Chinese regulators. A sell-off followed the uncertainty in related stocks. Companies such as Baidu, Tencent or Alibaba lost disproportionately and offer attractive long-term entry opportunities at the corrected level.
Read
05. August 2021 | 10:29 CET | by Carsten Mainitz
JinkoSolar, Kainantu Resources, SoftBank - These stocks will rise!
The economic outlook for Asian economies is quite varied. The picture is differentiated depending on containment measures, the speed and effectiveness of vaccine deployment, external demand, and a range of economic policy conditions. The IMF forecasts economic growth of 8.2% for the People's Republic of China in the current year. Growth of 5.1% is forecast for Singapore. The IMF believes that Japan will only achieve economic growth of 2.3% in the current year, while the government itself has formulated an increase of up to 4%. With the following companies, you can profit from the expansion of the Asian markets.
Read
04. August 2021 | 13:12 CET | by Armin Schulz
Alibaba, Memiontec, Tencent - China, the upcoming super economic power
China defied the pandemic in 2020. In contrast to all other industrialized nations, some of whose economies suffered considerable losses, China's economic growth increased. By 2028 at the latest, China will be the world's largest economy. Today, the country is already the leading trading partner for many countries, such as Germany, Japan and Australia. China used to copy Western products, but today it is on par technologically, both in terms of artificial intelligence and 5G. The Asian continent has other up-and-coming countries, such as Singapore. We should not forget Japan in particular, which is the third-largest economy. So we will take a look at three companies from the Asian region.
Read
04. August 2021 | 12:21 CET | by Stefan Feulner
Evotec, Barsele Minerals, Nikola - When will the starting signal follow?
It has become quiet on the gold market. After the emerging fears of possible interest rate hikes due to rising inflation, the precious yellow metal remains in the range of around USD 1,800 per ounce. The price should be significantly higher due to the continued ultra-loose monetary policy of the central banks and the highs in government debt. Given that a slowdown in bond purchases or even larger interest rate hikes is hardly possible, a rise in the gold price can barely be avoided in the long term. The opportunity for an anticyclical entry is still given.
Read
04. August 2021 | 11:54 CET | by Stefan Feulner
BMW, NSJ Gold, Infineon - Enormous demand
In recent months, the shortage of semiconductors has been a major headache for the manufacturing sector, especially for carmakers. Production losses and short-time work were the result of the global shortage. There seems to be no improvement in sight. Leading chip manufacturer Intel expects the chip shortage to worsen in the coming months and does not expect the situation to ease for at least two years. There is a similar shortage of raw materials for the energy transition. Position yourself in good time.
Read
04. August 2021 | 11:23 CET | by André Will-Laudien
MorphoSys, Defence Therapeutics, BioNTech, Pfizer - The next biotech explosion!
Infectious diseases are diseases transmitted by pathogens such as bacteria, viruses or fungi. Depending on which organs and body parts they affect, they can cause very different symptoms. In Covid-19, we are dealing with a problematic initial situation because not every infected person has apparent symptoms at all. Moreover, the virus can also be transmitted from vaccinated individuals to the next host without any problems. That shows the high relevance of testing, despite increasing vaccination rates. On the one hand, the biotech sector is concerned with diagnostic procedures and, on the other hand, with suitable vaccinations to best prepare our immune system for the fight. In the current pandemic, the coming winter will also indicate the overall effectiveness of vaccines.
Read
04. August 2021 | 11:10 CET | by André Will-Laudien
XPhyto Therapeutics - Groundbreaking diagnostic platforms of the future
The number of infectious diseases that we humans are fighting today has increased significantly in recent decades, not just because they have become known and researched. Increasingly frequent variants and neoplasms have also led in turn to entirely new disease patterns. An important area upstream of the medical sector is the large diagnostics market. The umbrella term of diagnostics is used in particular in the context of the detection and differentiation of diseases. This is referred to as clinical diagnostics. Many test and diagnostic procedures are assigned to the bioscience sector since studies must first prove their exact validity. Worldwide, more than 10,000 companies are involved in symptom research, the detection, screening and analysis of the diagnosis of diseases.
Read
04. August 2021 | 10:11 CET | by Carsten Mainitz
Defense Metals, BYD, Nordex - Buy the trend!
Whether a laptop, cell phone, electric motor or wind turbine - rare earths are an indispensable raw material for producing all these goods. The megatrends of electromobility and renewable energies, in particular, are fuelling demand. Motors for electric vehicles and generators for wind power plants require powerful permanent magnets, and this is where rare earths such as neodymium and dysprosium come into play. We show you how to profit from this trend.
Read
03. August 2021 | 13:41 CET | by André Will-Laudien
Nordex, Silver Viper, Siemens Energy - Watch out for storm warnings!
Since the last flood disaster in Germany, the political pressure for more climate protection has been palpable. The final realization comes late, and at the same time, it is a bit sad what has to happen before lip service turns into new laws. But the pace is now clear: decarbonization and new climate targets will determine global economic activity, and those who pollute the atmosphere will have to accept high payments in the future. In other words, sustainable business is all the more worthwhile because the "cleaners" will be credited for what others pay more. In this way, incentives are created for sustainable business models. We take a closer look.
Read
03. August 2021 | 13:12 CET | by Stefan Feulner
Amazon, Aspermont, Zoom - Economies of scale without end
The reporting season is in full swing. While e-commerce giant Amazon disappointed both investors and analysts with a weak outlook, Apple and Tesla came up with better than expected numbers. Unnoticed by the mainstream, a publishing company is evolving into a media technology company with unlimited scaling potential. Be there from the start to profit from the next Amazon.
Read
03. August 2021 | 12:22 CET | by Stefan Feulner
Siemens Healthineers, Cardiol Therapeutics, BioNTech - Tomorrow's blockbusters
The fight against the coronavirus and the possible return to everyday life promises companies in the biotechnology sector billions in profits. At the forefront, vaccine producers such as BioNTech with its pharmaceutical partner Pfizer or Moderna are the primary beneficiaries of the pandemic. In addition, start-ups are emerging from the diagnostics and therapy sectors, whose formulations have blockbuster potential and could follow a similar path to the vaccine manufacturers in the coming years.
Read
03. August 2021 | 11:08 CET | by André Will-Laudien
Volkswagen, Almonty Industries, BYD - World leadership with e-mobility!
Driving electric vehicles is the future! Electromobility is becoming the key to climate-friendly mobility and innovation worldwide. That is because the operation of e-vehicles produces significantly less CO2 than other means of transport, especially when combined with regeneratively generated electricity. With large gensets on board, electric vehicles will be able to compensate for fluctuations in wind and solar power in the future, thus supporting the expansion and market integration of these unsteady energy sources. The German government is promoting the development and ramp-up of electromobility with a comprehensive package of measures that is continuously being expanded and adapted. How can investors best benefit from this trend?
Read
03. August 2021 | 09:58 CET | by Carsten Mainitz
EuroSports Global, Porsche, Xiaomi - Do not miss out: favorable valuation levels!
With the advancement of electromobility, electricity consumption will increase massively. That means challenges for power generation, the power grid and also the charging infrastructure. However, this does not necessarily mean an increase in household electricity prices, as the results of a Fraunhofer study suggest. The Fraunhofer Research Institution for Energy Infrastructures and Geothermal Energy IEG and the Fraunhofer Institute for Systems and Innovation Research ISI have investigated how electricity prices for private households will change in 2030 if the number of private electric vehicles continues to rise. According to this study, under certain conditions, the expansion of electromobility could help to simultaneously avoid CO2 and ease the burden on private households' wallets. Which of the following three eMobility stocks has the greatest potential?
Read
02. August 2021 | 13:41 CET | by Carsten Mainitz
Triumph Gold, Steinhoff, Meyer Burger- Pennystock power for the portfolio!
It is unmistakable that we are at the beginning of high inflation. Even if the central banks want to make us believe that this is only a temporary phenomenon and not that bad - it is bad. Investors can protect their assets by investing in tangible assets such as shares, real estate or precious metals. For those who want a more speculative admixture, the following three stocks are attractive. Who is the outperformer?
Read
02. August 2021 | 12:27 CET | by Stefan Feulner
Linde, dynaCERT, Nikola - Profiting from change
With the amended Climate Protection Act, the targets for lower CO² emissions have been raised once again by the German government. Germany is to achieve greenhouse gas neutrality by 2045, and even negative emissions are targeted after 2050. To achieve this, an emergency program worth EUR 8 billion has been launched. The program aims to accelerate the decarbonization of the economy, climate-friendly mobility, and green hydrogen production, among other things. Benefit from the energy transition!
Read
02. August 2021 | 11:39 CET | by André Will-Laudien
Royal Dutch, Saturn Oil & Gas, BP: Finding the right oil pearl!
The global economy is slowly regaining momentum, although there is still a risk from the Corona pandemic. The Association of Petroleum Exporting Countries and its partner countries (OPEC+) have agreed to significantly increase oil production as the global economy recovers. Starting in August, the oil alliance will increase its daily output by 400,000 barrels each month until further notice. If market conditions permit, the current production cut will expire in September 2022. As prices have so far remained well above USD 70, oil is obviously in demand. So the industry seems to be running at full speed again. Where are the opportunities for investors?
Read
02. August 2021 | 11:26 CET | by Armin Schulz
The Very Good Food Company, Amazon, Anheuser-Busch Inbev - Change in shopping behavior due to the pandemic
The Corona Crisis has changed the shopping behavior of people worldwide. On the one hand, there is a trend towards more online shopping; on the other hand, people are spending more money on higher-quality food, which in most cases is still bought locally. In Germany, this can be seen very clearly in a study by the Gfk market research institute. Discounters in Germany saw a 1.4% drop in sales in the first half of 2021, while supermarkets showed a 6.3% increase. Due to the pandemic, practically all special expenses such as restaurant visits, vacations, etc., fell away, and the money saved is invested in higher-quality products in the supermarket, among other things.
Read
30. July 2021 | 14:07 CET | by Armin Schulz
Barrick Gold, Theta Gold Mines, Rio Tinto - Gold picks up again
After the FED meeting, the gold price was able to gain significantly. Both the lower quoted bond yields and the weakening USD helped the gold price jump. The FED held out the prospect of reducing bond purchases but did not give a fixed date. Global gold demand has brightened significantly compared to previous quarters. Only jewelry demand is well below pre-Corona levels. On the other hand, Central banks have bought three times more gold than usual in the quarter, namely 200 tons. Gold could now soar to new highs.
Read
30. July 2021 | 13:28 CET | by Stefan Feulner
Aixtron, Defense Metals, Nordex - Strong growth
The global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. The swelling trade conflict between the USA and China will exacerbate this significantly. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
Read
30. July 2021 | 12:54 CET | by André Will-Laudien
Facebook, NSJ Gold Corp, PayPal - Disappointment despite record figures?
Many market exaggerations in the past can be traced back to expected paradigm shifts, which in the end rarely or never materialized. Growth expectations shot into the stratosphere during the dot-com period in anticipation of a completely new age thanks to the Internet and mobile communications. However, the estimates of the impact of the Internet at that time were still complete fantasy. Today, however, the dot-com business models dominate the online world, and the relevance of most platforms can neither be explained away nor is their existence threatened. On the contrary, the so-called FAANG shares have a stock market value of USD 8.5 trillion. We do the math again...
Read
30. July 2021 | 12:36 CET | by Nico Popp
Newmont, White Metal Resources, Volkswagen: This is where the future is traded
New, "green" trends are turning the raw materials market upside down. The boom in electric mobility means that we need more copper. Other industrial metals are also in demand. Precious metals, such as silver, are moving into focus because of the growing demand for solar and photovoltaic systems. At the same time, central banks around the globe remain relaxed despite rising inflation - this could be water on the mills of gold. We present three stocks and evaluate their opportunities.
Read
30. July 2021 | 11:21 CET | by Carsten Mainitz
First Majestic Silver, Kodiak Copper, Orocobre - Metals for e-mobility offer great growth potential
Tesla, NIO and Polestar, the pioneers of e-mobility. But the global climate crisis and the realization that it can only be combated with the help of a consistent reduction in greenhouse gases has also led traditional car manufacturers to realize that alternative drive concepts are necessary, not least as a result of legal requirements. Electromobility has currently established itself as the most promising option. Manufacturers are now hastily trying to steer their product development in this direction and are making announcements about the end of the internal combustion engine: Jaguar wants to phase out the engine by 2025. Fiat, Volvo and Ford have announced the end of the engine by 2030. VW has set the period between 2033 and 2035 as its target, at least for Europe, and Audi wants to phase out entirely by then. Mercedes also has a similar date in mind. However, all e-cars have one thing in common: they are very hungry for raw materials. An e-car requires about four times as much copper as a combustion engine. Consumption of gold and silver (onboard electronics) and lithium (batteries) will also increase significantly.
Read
30. July 2021 | 10:12 CET | by Nico Popp
CureVac, Desert Gold, Steinhoff: Here, gamblers get their money's worth
Where can speculative investors still find returns today? Are they bankruptcy candidates? Companies deeply entangled in legal disputes? Or fallen angels? Or are they small companies with a clear vision and experience in growth projects? We do the check and present three stocks.
Read
29. July 2021 | 13:56 CET | by André Will-Laudien
Alibaba, Memiontec, MorphoSys - Now the rally after the sell-off!
The regulator's pressure is getting bigger and bigger. China has tightened the thumbscrews on technology giants and especially their online education companies - triggering a stock market quake on its own stock market. In some cases, well-known tech stocks lost double digits, even though the affected areas only affect fractions of annual sales. Government regulation of the USD 100 billion-plus education market is likely to weaken confidence in China's stock markets for the long term. And the fact that China's trade relations with the US have also reached a low point does not make things any better. Are there still opportunities?
Read
29. July 2021 | 11:08 CET | by Stefan Feulner
JinkoSolar, Carnavale Resources, BASF - Beware of shortages!
The change from fossil fuels to renewable energy sources due to climate change means that raw materials such as copper, lithium and nickel are increasingly in demand. The increasing demand due to new economic sectors such as wind power, electromobility or photovoltaics is offset by an extremely scarce supply. The result is sharply rising prices and an expected shortage in the coming years. In addition, the trade conflict with China is visibly worsening the shortage. The primary beneficiaries of this dilemma are commodity producers who can at least partially cover the supply deficit outside the Middle Kingdom.
Read
29. July 2021 | 10:25 CET | by Carsten Mainitz
Blackrock Silver, K+S, Barrick Gold - China first!
The Chinese government is demonstrating with all its might who has the last word. The regulation of industries and business models, which, as recently seen in the Chinese education sector, destroys the existence of companies and has weighed heavily on Chinese stocks in recent days. If the situation continues to escalate, it could easily negatively color the world's stock markets' mood. That is when it is worth looking at precious metals stocks, as they usually benefit disproportionately from rising commodity prices in times of crisis. Who will come out on top?
Read
29. July 2021 | 08:48 CET | by Nico Popp
Alibaba, Kainantu Resources, Yamana Gold: Asian Investments? Here is how it goes!
Asia is the boom region par excellence. However, China, in particular, has weakened in recent months. For years, China was considered an anchor of stability for the region - and even the world. Since February, however, Chinese shares have lost around EUR 1 trillion in market value. The market is speculating about US capital controls, which could hit China in particular. The restructuring of China's education system, which many private providers are suffering from, is unsettling. We explain why long-term investors need not fear.
Read
28. July 2021 | 13:42 CET | by Stefan Feulner
Commerzbank, Aztec Minerals, MorphoSys - Save yourself!
The fear of rapidly rising interest rates was taken away from investors at the past meetings of the central banks. In addition to the ECB's change in monetary policy strategy, where the inflation target of "below or close to 2%" was set aside, the Federal Reserve is blithely continuing its money printing. Despite a 5.4% increase in prices in June, US monetary watchdogs continue to focus on a growing economy and a robust labor market and continue to hold off on a monetary policy response. These hesitant measures put financial stability at risk - the best conditions for investment in precious metals.
Read
28. July 2021 | 13:24 CET | by André Will-Laudien
Tencent, Prosus, Troilus Gold, Baidu - The big China slump!
If you compare it with the US stock markets, the stock market in Hong Kong is already almost in free fall. While Europe and the US keep climbing to new highs, the HangSeng has lost a full 20% since February. Is the great Asian rally now over? The reason for the panic on the markets is the ever stronger intervention of the Chinese regulators. These regulators do not want to tolerate the flourishing business of large domestic corporations. More or less unfounded and drastic measures to restrict the tutoring industry have also unsettled investors. We calculate whether the current prices may be considered entry prices.
Read
28. July 2021 | 12:03 CET | by Armin Schulz
BP, Saturn Oil + Gas, Gazprom - Oil companies offer great opportunities
The oil price came under pressure in mid-July following an OPEC meeting. Starting in August, production will be increased by 400,000 barrels per day. This arrangement is to apply initially until September 2022. From May 2022, the United Arab Emirates, Kuwait, Iraq, Saudi Arabia and Russia all want to increase their production capacities, which would mean additional production of around 1.6 million barrels per day. The price of crude oil subsequently slumped by around USD 10 to USD 65. However, the downward trend was already broken on July 20, and the price has since climbed back up to USD 72. Today we highlight three companies that produce oil.
Read
28. July 2021 | 11:10 CET | by Carsten Mainitz
ProSiebenSat.1, Aspermont, Facebook - Winning with highly scalable business models
With highly scalable business models, in which content produced once can be resold as often as desired, companies can achieve high profitability, which is usually reflected in a rising share price. For marketing of advertising to a large mass or a specific target group, the same is true. The following three companies fit into this picture and stand for good prospects. Who is the favorite?
Read
28. July 2021 | 10:14 CET | by Nico Popp
Barrick Gold, Mineworx, TUI: Summertime is investment time
Invest or consume? Given the difficult months many of us have had, it would be understandable to unwind now: sun, beach and sea beckon despite rising numbers. But it may also make sense to think more long-term in the face of rapid change. Central banks are allowing more inflation and the printing press continues to run fast. Especially in the current summer lethargy, this can be an opportunity for people with foresight.
Read
27. July 2021 | 13:01 CET | by Stefan Feulner
BioNTech, XPhyto Therapeutics, MorphoSys - Here we go again
The numbers of new SARS-CoV-2 infections in Germany are rising again, albeit still at a relatively low level. Due to the spread of the Delta variant, Health Minister Jens Spahn warns of incidences beyond the 800 mark as early as this fall. In addition to masking and spacing, the issues surrounding vaccines against the various mutations and regular, reliable testing are returning to the front pages of the news pages.
Read
27. July 2021 | 11:47 CET | by Carsten Mainitz
Vonovia, Barsele Minerals, Aixtron - That will move the prices!
Takeovers can move share prices. That is true for the acquisition of entire companies as well as for individual divisions or projects. Often the prices of the buyer and the takeover candidate react positively. But even if takeovers fail, it is no big deal because there are usually alternatives. These three shares are currently in an exciting phase. Which value has the greatest potential?
Read
27. July 2021 | 11:12 CET | by André Will-Laudien
BYD, EuroSports Global, NIO - The age of electric vehicles!
Mobility will be rethought in the future with greater climate protection, new markets and less dependence on fossil fuels. The age of electric vehicles has begun. The further development of electromobility and the reinvention of the car as a rolling computer with new functionalities are a central future topic of the automotive and supplier industry. The innovative power here no longer requires long development cycles; often, even a software update is enough to anchor new features. Moreover, by linking the charging infrastructure with the energy networks, electromobility can become the key to the energy transition and climate-friendly mobility. We look at three representatives of the e-industry.
Read
27. July 2021 | 10:20 CET | by Nico Popp
NEL, dynaCERT, Daimler: The winners of the mobility revolution
Whether with hydrogen or with battery technology, mobility is transforming. In this article, we discuss where the journey could lead, why established automakers are gaining ground with ambitious plans, and whether there are still innovative solution providers around the mobility of the future that the market has not yet noticed.
Read
26. July 2021 | 13:55 CET | by Carsten Mainitz
BioNTech, Cardiol Therapeutics, CureVac - What is next?
Are you smiling or shaking your head? Both are easily understandable reactions that investors might have in light of the latest statements from the Deutsches Aktien Institut (DAI). The DAI calls for better conditions for IPOs of growth companies to prevent such companies from migrating to foreign stock exchanges, as happened with BioNTech, among others. "Especially companies with specialized business models and high financing needs are dependent on foreign investors," explained Uta-Bettina von Altenbockum. However, this is not a new phenomenon either. Other countries have been creating better framework conditions for corporations and better tax incentives for investors for a long time. Own goal. What opportunities are there?
Read
26. July 2021 | 12:55 CET | by Armin Schulz
First Majestic Silver, Silver Viper, Fortuna Silver Mines - Is silver picking up again?
Inflation in the US climbed again in June, reaching 5.4%, the highest level since 2008. With the expansion of the money supply in the US, it is no wonder. The money supply also increased significantly in Europe. In some cases by EUR 50 billion in one week. Nevertheless, the inflation rate in Germany fell slightly to 2.3%. An end to money printing is not in sight. In contrast to gold, silver is a sought-after raw material in the industry. The price increase in precious metals has stopped since June, and there has been consolidation. It is only a matter of time when the price of silver will pick up again as inflation forces people to invest their money in assets. So today, we take a look at three silver stocks.
Read
26. July 2021 | 12:18 CET | by Stefan Feulner
Twitter, wallstreet:online, Snap - Rally or Crash?
What is next for the global stock markets? Several experts are already passing around price targets of 20,000 points for the DAX due to a lack of investment alternatives. At the same time, the bear camp sees the bursting of the bubble, which was created by the massive financial injections of the FED, coming our way as early as this summer and predicts a crash of unimagined proportions.
Read
26. July 2021 | 11:04 CET | by André Will-Laudien
Varta, Deutsche Rohstoff AG, Nordex: Multipliers in the commodity sector!
Commodity companies are currently sitting in the front row. But not all of them can profit! Only if a company has invested in recent years can it now deliver. Mining operations worldwide are currently working at the limits of their capacity, and supplying customers is also causing increasing problems. That is because supply chains have been badly hit by a lack of transport capacity, skyrocketing freight rates and pandemic-related outages. It is particularly noticeable in industry: Procurement prices for raw materials and precursors are going through the roof. We take a look at the books of some of the companies involved.
Read
26. July 2021 | 09:48 CET | by Nico Popp
NEL, Pure Extraction, Volkswagen VZ: Where one piece of news can change everything
Sustainability is one of those things - The closer you look, the more complex the situation becomes. Just recently, a study by the non-governmental organization ICCT showed that even hydrogen vehicles fueled with green hydrogen could have sustainability flaws. The reason: the tanks are sometimes made of carbon fibers. Their production can generate about as many greenhouse gases as the production of batteries for e-cars. We look at three stocks related to hydrogen and mobility and explain what opportunities investors can associate with them.
Read
23. July 2021 | 14:37 CET | by Carsten Mainitz
Endeavour Silver, Aztec Minerals, ThyssenKrupp - Spoilt for choice: silver, gold or steel?
Despite recent setbacks in commodity prices and share prices, most experts believe that the current commodity bull market will continue for some time. The drivers are likely to be the global economic stimulus programs to overcome the consequences of the Corona Crisis, the climate crisis and the associated need for an energy turnaround, as well as the Chinese economy's continuing hunger for raw materials. The Chinese recently announced their intention to liquidate raw material reserves to stop the market price rally, putting a damper on some raw material prices. Still, many analysts believe this is more likely to be a short-term flash in the pan, given the overall situation. Below are three favorably valued stocks with which investors can profit from commodities.
Read
23. July 2021 | 13:24 CET | by Stefan Feulner
SFC Energy, Enapter, Everfuel - The hydrogen of the future
Green hydrogen is the energy source of the future. Without it, there will be no climate change. The German government has also recognized this and is since focusing on a national hydrogen strategy. Green hydrogen is produced by the electrolysis of water, using only electricity from renewable sources. Only green hydrogen is truly climate-friendly, as it is made without fossil fuels. Currently, the correction in the respective shares offers favorable entry opportunities. Place your bets on the market leaders.
Read
23. July 2021 | 12:47 CET | by Armin Schulz
Nel ASA, dynaCERT, Plug Power - Investments in hydrogen increase worldwide
Sustainability is a trend that is gaining more and more momentum. This can be seen well in the investments announced in the hydrogen sector. In February, members of the Hydrogen Council, which is made up of 109 global companies, wanted to put USD 80 billion into developing hydrogen projects. By July, that sum had increased by USD 70 billion to USD 150 billion. Europe is a frontrunner in hydrogen technology thanks to funding from the EU Commission's Important Projects of Common European Interest (IPCEI). According to McKinsey, it is only a matter of time before hydrogen is traded like all other commodities. Today we highlight three companies in the hydrogen segment.
Read
23. July 2021 | 11:37 CET | by André Will-Laudien
CureVac, XPhyto Therapeutics, BioNTech, NanoRepro - Continuous testing or vaccination or both?
Public confusion reigns. The pandemic seems to be locked in chains over the summer, and the population is happy about initial relief with incidences below 10. But now, the first vacationers are already coming back, partly from risk or mutation areas and have to go for testing again as vaccinated persons. It is often forgotten that even those who have been fully vaccinated can be carriers of the virus and can also fall ill, so it should be clear to everyone that personal protective measures must continue to be kept high. Our life with the COVID virus will last much longer than many want to believe...
Read
23. July 2021 | 10:40 CET | by Nico Popp
Daimler, Theta Gold Mines, Barrick Gold: Long-term opportunities lurk here
Raw materials and certain primary products are in short supply. The automotive industry is a good example of this. Here, the post-Corona boom is not picking up speed because necessary semiconductors are not available. In some cases, companies from the automotive sector have already concluded their own contracts with chip manufacturers to lift the emergency. We show whether there are nevertheless winners in the auto industry and explain the developments for which the scarcity of chips and other preliminary products could have a signal effect.
Read
22. July 2021 | 13:45 CET | by Carsten Mainitz
First Majestic Silver, Carnavale Resources, Newmont - Get in early!
Do you want to chase the trend or invest in time before a price jump and then sit back and relax when the price rises? For the second option, an investment in gold stocks is the way to go. We are still some distance from the past year's highs, but there are many indications that precious metal prices will rise in the medium term. We give you three investment ideas on the way. Buy, hold, enjoy.
Read
22. July 2021 | 11:57 CET | by Stefan Feulner
SAP, Deutsche Rohstoff, Bayer, Condor Gold - Better than expected
The reporting season for the second quarter of 2021 is in full swing. After the weak figures from the same period last year, caused by the Corona pandemic, analysts and investors expect significant earnings increases from companies that suffered heavy losses due to the global lockdowns. On the other hand, it will be interesting to see whether Corona beneficiaries such as Amazon can confirm their growth.
Read
22. July 2021 | 10:51 CET | by André Will-Laudien
Carnival, Triumph Gold, TUI - It is starting again!
Since the beginning of July, the cruise ships are now sailing again. AIDA already has 5 ships on the water again, and Carnival plans to bring a capacity of 75% back onto the water in the fall. These are the plans as of today. However, concerns about the pandemic development are also spreading because the travel industry is still very tense about the infection situation in the fall. A rampant spread of various mutations caused by summer tourism is expected for the winter. The good price-performance of various travel providers in the second quarter has also gone into reverse gear again. We take a closer look.
Read
22. July 2021 | 09:41 CET | by Nico Popp
American Water Works, Memiontec, Rio Tinto: Solid Company operating in a booming region
Water is a precious commodity - a fact now remembered since the recent flood disaster in parts of Rhineland-Palatinate and North Rhine-Westphalia. People without access to clean water are more likely to suffer from infectious diseases. What is only an issue here for a few weeks after natural disasters is sadly commonplace in other regions. It is not without reason that access to clean drinking water has long been a human right. Protecting water supplies is also a duty for companies. It is no wonder that investments in clean water can yield good returns.
Read
21. July 2021 | 13:54 CET | by Carsten Mainitz
Barrick Gold, White Metal Resources, Yamana - Soon, things are going to happen here!
When the markets shake out, it can not hurt to have a little gold in the portfolio. Whether physically or in the form of shares is a matter of taste. If you are more speculative, you should look for young exploration companies. The big picture speaks in favor of rising prices for the precious metal in the medium term. We show you three stocks that can help you profit from a rising gold price. Who is winning the race?
Read
21. July 2021 | 12:49 CET | by Armin Schulz
QMines, Varta, Siemens Energy - Who benefits from the copper shortage?
The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.
Read
21. July 2021 | 11:56 CET | by André Will-Laudien
Allianz, Kainantu Resources, Munich Re - The 10 billion disaster!
Indescribable images of destruction are spreading across Germany. People lose their homes, possessions and sometimes even their entire existence overnight. To use only climate change as a reason would be a one-sided argument because, for hundreds of years, there have been floods, some of them of biblical proportions. The death toll appears unusually high, and there seem to have been too few serious warnings. The authorities have a greater duty to take preventive action here. Corresponding warning systems have been in place in the EU since 2020. There is insurance for property damage if it has been taken out correctly...
Read
21. July 2021 | 11:15 CET | by Stefan Feulner
NIO, Pure Extraction, Nikola - Fighting for pole position
Whether by car, train, ship or plane - when people are on the move, they almost always cause emissions. The transport of goods around the world also places a heavy burden on the air and climate. As a result of the energy transition and decarbonization, automakers worldwide are turning to battery-powered electric cars. However, this is unsuitable for transport due to the short-range and long charging time. Here, the advantage currently lies very clearly with fuel cell technology.
Read
21. July 2021 | 11:00 CET | by Nico Popp
Standard Lithium, Almonty Industries, Newmont: Invest in the super commodity
Achieving climate change requires political will and suitable raw materials. Solar cells, wind turbines and batteries for electric cars and associated motors rely on critical metals. This new industrial demand is turning the raw materials market upside down. Added to this is general progress: new processes often require new raw materials, whether in medical technology or research. Reason enough to keep an eye on the raw materials sector.
Read
20. July 2021 | 13:42 CET | by Nico Popp
Siemens Healthineers, Cardiol Therapeutics, CureVac: Where there is music to be heard by the end of the year
Health is the highest good. Anyone who has ever experienced people having the "plug pulled" on them overnight can undoubtedly relate to this truism. Fortunately, medicine in this country is able to provide a quick remedy. A wide range of options are available for both diagnosis and therapy. In addition to laboratory analyses, imaging procedures also ensure that disease patterns can be narrowed down and, thus, treatments can be carried out in a targeted manner. Although our drugs are already powerful, new, more innovative approaches are emerging all the time. This development is also benefiting investors.
Read
20. July 2021 | 12:38 CET | by André Will-Laudien
BYD, Volkswagen, Kodiak Copper: The 1000 Dollar Correction!
The copper price had reached its interim high in May 2021 at around USD 10,500. Since then, we have seen a standard consolidation of 10-15%, which is not an unusual occurrence in an uptrend. The increase since the beginning of 2020 is over 100%. Copper mines have been able to post multiple performances in the same period, and the recent correction was accordingly somewhat higher. For many market participants, however, the medium-term scenario for the industrial metal is set. Since the political closing of ranks on e-mobility, demand for copper and battery metals has shot through the roof. Mine operators worldwide are alarmed; the currently recoverable capacities cover just 85% of the demand from 2022. Who can close the gap?
Read
20. July 2021 | 11:28 CET | by Carsten Mainitz
Mineworx Technologies, Siemens, Bayer - Innovation is the trump card
Since 2005, the Boston Consulting Group has annually selected the world's 50 most innovative companies. The list reads like a "Who's Who" of international heavyweights: Apple, Alphabet, Amazon, Microsoft and Tesla took the top 5 spots in 2021. In total, the United States was able to occupy 26 of the 50 spots - that is an impressive number. But German companies also find their way into the illustrious circle 9 times, including Siemens and Bayer. Why is innovation so important? Innovation is a key success factor for a company to achieve above-average results and differentiate itself from competitors. For this reason, we take a closer look at innovative companies in different industries. Who is your favorite?
Read
20. July 2021 | 10:47 CET | by Stefan Feulner
Nel ASA, Saturn Oil & Gas, RWE - It will not work without oil
The oil price has risen from high to high since the corona shock, in which prices below USD 20 per barrel were marked, and was recently quoted at just under USD 78, significantly higher than before the pandemic. Given the recovery of the world economy, the oil cartel OPEC and its partner countries, united in the group OPEC+, will increase daily production until further notice by 400,000 barrels per month. Climate activist Greta Thunberg criticized the decision, sarcastically calling it "positive news" on Twitter. But the young Swede has to admit one thing - we will not be able to do without oil in the coming decades.
Read
20. July 2021 | 09:36 CET | by André Will-Laudien
Alphabet, Aspermont, Palantir - Big Data in a new dimension!
Information today spreads in a matter of seconds and is immediately converted into cash by machines with corresponding trading algorithms. It usually takes a few minutes from the original company message for the relevant news services to filter and analyze the information content accordingly. That is because the analysis of a message is, per se, only possible after a professional check. Modern systems with artificial intelligence work with keywords that evaluate the respective characteristics of the news according to an internal scoring and forward them to the decision-maker at lightning speed. We take a look at some of the protagonists in the big data analytics sector.
Read
19. July 2021 | 12:53 CET | by André Will-Laudien
SGL Carbon, Millennial Lithium, Standard Lithium, Blackrock Silver - Millions of batteries needed!
If current trends in Germany remain valid, the share of electric vehicles in new sales will shake the 25% mark in the next 5 years. In a recent forecast, the Center of Automotive Management (CAM) predicts new car sales of around 480,000 battery-electric cars and plug-in hybrids this year, representing a good 15% share of new registrations of an estimated 3.3 million passenger cars. The assumption is that battery and plug-in hybrid vehicles will each account for around 50%. By 2025, according to the forecast, the e-vehicle share will rise to 27% of new sales, of which about 65% are expected to be pure electric vehicles. The scenario for the battery industry is thus set.
Read
19. July 2021 | 11:11 CET | by Armin Schulz
BioNTech, Defence Therapeutics, Siemens Healthineers - Winning the fight against cancer
There are over 200 different types of cancer where degenerate cells begin to form tumors. The cost of the disease is estimated at USD 1,160,000,000,000 worldwide. It is no wonder that a lot of money goes into researching cancer drugs. Whoever makes the breakthrough here can make a lot of money. It would be desirable that one of the three companies presented today could find a solution, as that could save 9.6 million people a year. But it is not only drugs that promise profits but also prevention and diagnostics. Today we highlight three companies that have joined the fight against cancer.
Read
19. July 2021 | 11:05 CET | by Carsten Mainitz
Barrick Gold, GSP Resource, SMA Solar - Buy Prices?
Raw materials and energy are central prerequisites for our life as we know it not to stand still. Often it is only when there are supply bottlenecks and significant price jumps that we become aware of the importance of what is suddenly no longer readily available. Due to their fundamental importance, commodities and energy are therefore forward-looking investment themes. We present three exciting companies. Who will win the race?
Read
19. July 2021 | 10:48 CET | by Stefan Feulner
Steinhoff, Silver Viper, Nordex - To all the savers: Save your money!
Consumer prices in the USA rose to a whopping 5.4% in June. That is the highest increase since 2008. The Federal Reserve is challenged but continues to keep its feet still and continues with the ultra-loose monetary policy since, in their opinion, it is only a temporary loss of purchasing power of the US dollar. The European Central Bank is now following suit with its change in strategy, opening the door for further demonetization. Protect your assets and invest in precious metals for the long term.
Read
19. July 2021 | 09:49 CET | by Nico Popp
NIO, EuroSports Global, Porsche: You have never thought of e-mobility like this before
Tomorrow's mobility is electric. The promises of electromobility are great. Clean vehicles, gliding along the roads with almost no noise and possibly even driving autonomously. But there is also another side to electromobility. Companies such as Porsche and EuroSports Global want to electrify driving pleasure. Tesla's chic Roadster shows that there is a market for this.
Read
16. July 2021 | 14:45 CET | by Stefan Feulner
Plug Power, Kodiak Copper, NIO - The shortage as an opportunity
Commodity markets are always subject to the forces of supply and demand. The energy transition and the achievement of climate targets pose new challenges for society. With the expansion of electromobility and renewable energies such as wind and hydropower, demand for some mineral raw materials will increase sharply. This is offset by an extremely tight supply and trade conflict with the leading producer China. There is a threat of further rising prices and, to be seen with the current chip shortage, even production losses.
Read
16. July 2021 | 14:02 CET | by Armin Schulz
BYD, EuroSports Global, VW - Electric mobility booming
Automakers enjoyed their best first quarter in 10 years. One reason for this is the growing number of registered electric cars. If you compare the first quarter of 2020 in Germany with 2021, you can see an increase of 173% in the registration of e-cars, and there is no end in sight. However, more e-cars are not only being sold in Germany; but sales are also increasing worldwide. According to Handelsblatt, if the boom continues, there will be a shortage of millions of battery cells for production. The current industry leader, Tesla, still leads the ranking with the most e-cars delivered by brand, but the competition is catching up. Therefore, we take a look at three companies from the e-mobility segment.
Read
16. July 2021 | 13:22 CET | by André Will-Laudien
Microsoft, Daimler, Mineworx Technologies - Market leaders on the rise!
The claim to market leadership can be made by the Company that can demonstrate the largest market share in comparison with the other market participants. The measure of market share is based either on market volume or market sales in units. Some typical attributions are the market leader in Germany, the European market leader or the world market leader in a relevant product sales market. Of course, market leadership is not indisputable, especially from a subjective point of view. A broader focus is needed to determine who sets the tone.
Read
16. July 2021 | 11:53 CET | by Stefan Feulner
Nel ASA, Memiontec, McPhy - Ride the wave
The world is in a state of flux. Due to the change from fossil fuels to renewable energies, everyone is talking about the shortage of raw materials such as lithium, nickel, or copper. However, the fact that there could be a water shortage is not yet ingrained in the population's consciousness. With the growing population, urbanization and the depletion of existing sources, water will become a precious commodity in the coming decades. New types of water treatment systems offer great potential.
Read
16. July 2021 | 11:31 CET | by Nico Popp
Barrick Gold, Triumph Gold, Standard Lithium: Get in relaxed with stragglers
Inflation is here - and it is not going away: Inflation rose by 5.4% in June within the USA compared to the same period last year. That is more than even pessimistic experts had expected in the run-up to the figures. Inflation is also picking up speed; compared with the previous month, inflation rose by 0.9%. The answer to this development may be gold. Shortly after the figures were published, the precious metal surged. We highlight two gold stocks and use the example of another currently very popular commodity stock to show why the time is favorable for gold now.
Read
16. July 2021 | 10:20 CET | by Carsten Mainitz
Gazprom, Desert Gold, Orocobre - Raw materials remain on course for growth
Raw materials are an important industrial commodity. If there are no raw materials, there are no industrial goods. When you think about this, it quickly becomes clear why commodities will always remain an important investment topic. Of course, there are phases in which some commodities are more attractive than others. The following three stocks can be used to take advantage of precisely this circumstance. Which stock has the greatest potential?
Read
15. July 2021 | 17:29 CET | by Carsten Mainitz
BP, Deutsche Rohstoff, Encavis - Is that it?
Nothing works without energy. But the world also needs to keep an eye on resource extraction and climate protection. ESG is a big investment topic. Even if the ideal target includes primarily renewable energy, that is simply out of touch with reality. Oil and gas producers are an attractive investment due to the high prices of the extracted raw materials. When will the next price jump come?
Read
15. July 2021 | 14:46 CET | by André Will-Laudien
Pure Extraction, BallardPower, JinkoSolar, Siemens Energy - The makers of the future!
The most efficient ways to generate energy are being discussed almost daily. With nearly 8 billion people on the planet, we need to put energy-intensive mobility on a viable and sustainable footing. The shift to post-industrial economies and rapid changes in information technologies, for example, have greatly simplified the coordination of work. In terms of jobs, there is potential for greater flexibility and dispersion, according to Eurostat. The relationship between home and workplace is being redefined. Mobility and energy concepts that adapt to the new forms of work and production are therefore in demand.
Read
15. July 2021 | 13:25 CET | by André Will-Laudien
Defense Metals, Varta, Nordex - Scarce metals are the new gold!
Whether gallium, chromium or rare earths - many metals are indispensable for modern technology. Where supply bottlenecks or shortages threaten, researchers have now determined the criticality of 62 elements in the most comprehensive analysis to date. As it shows, the supply risk is particularly high for the metals needed for the highly specialized tasks in high-tech devices. Iron, copper, nickel and tin, and almost all other metals of the periodic table, make our modern civilization possible. Most technical applications would not exist without them - from cars and computers to televisions and cell phones. How do companies deal with fragile supply chains and shortages?
Read
15. July 2021 | 11:56 CET | by Stefan Feulner
SAP, White Metal Resources, Nokia - Markets facing a decision
The global economy is celebrating a turnaround, and corporate profits are bubbling. Consumer spending is jumping due to austerity during the Corona lockdowns. In addition, growth is fueled by billions of dollars in infrastructure projects from policymakers. Golden times for the stock markets, if it were not for concerns about rampant inflation. According to the Labor Department, consumer prices in the USA rose by 0.9% to 5.4% in June. It is the most significant price increase since August 2008. The FED is being challenged.
Read
15. July 2021 | 10:55 CET | by Nico Popp
Newmont, Troilus Gold, Steinhoff: How much substance is needed?
Rising prices, ever higher national debts - many people are shifting parts of their savings into gold because of this. At first glance, that sounds plausible. Gold has retained its value over thousands of years and has outlasted states and monetary systems. But investors should not just assume the worst. While physical gold paired with silver is a good alternative in the biggest crisis, bars and coins show weakness when things don't end up quite so bad. If only a little inflation threatens and states and governments continue to muddle through in cooperation with central banks, physical holdings are not the best idea. It is here where shares in gold companies can score points. We explain how this works with two examples. Finally, we reject blunt gambling.
Read
14. July 2021 | 16:04 CET | by Carsten Mainitz
K+S, Silver Viper Minerals, First Majestic Silver - Something is happening here!
Whereas in the past central banks were quick to stop rising inflation through a restrictive monetary policy, this has now changed fundamentally. In fact, this is the hour of precious metals. Nevertheless, silver, a precious metal that is becoming increasingly important in industry, has been fluctuating between USD 20 and USD 30 for the past year. Below are three papers that can be used to take advantage of the cyclicality in the commodities sector.
Read
14. July 2021 | 12:32 CET | by Stefan Feulner
BYD, GSP Resource, Volkswagen - Follow the trend
The future is to become climate-neutral and low-carbon. With the energy concept and the energy turnaround, Germany is phasing out nuclear energy and switching from oil to renewable energies. Today, the entire mobility sector is still highly dependent on oil, but this is now to change as quickly as possible. The car industry has already sung the farewell song of the combustion engine in favor of battery-powered vehicles. But we are only at the beginning of long-term development.
Read
14. July 2021 | 11:39 CET | by André Will-Laudien
Enapter, NEL, Plug Power, FuelCell - Hydrogen under cross-examination!
The sharp rise in prices for heating energy and fuels keeps Germany's inflation rate at a high level. With an increase of 2.3% compared to the same month last year, inflation slowed slightly in June, but it had risen in each of the previous five months, reaching 2.5% in May, the highest level in almost 10 years. The efficient production of hydrogen and its industrial utilization would make our energy supply affordable and environmentally sustainable in the long term. Unfortunately, current technologies are still costly and not suitable for mass production. However, hydrogen remains a hot topic on the stock market. We take a look at the main actors in the H2 thriller.
Read
14. July 2021 | 10:54 CET | by Armin Schulz
Cardiol Therapeutics, CureVac, Bayer - Where is the journey heading?
One might think that the pharmaceutical industry is the big winner of the Corona Crisis. However, according to a study by EY, this is not the case. Sales did increase by an average of 4.4% at the largest pharma companies, a much better result than in many other industries, but compared to 2019, growth actually fell by 8.4%. That is due to the postponement of medical treatments due to the Corona Crisis. The industry benefits from the ever-increasing number of elderly people worldwide and, at the same time, the development of new drugs. As a result, sales and profits have increased even during the crisis. We, therefore, highlight three companies from the pharma sector.
Read
14. July 2021 | 09:03 CET | by Nico Popp
Standard Lithium, Blackrock Silver, NIU: Investing below the radar
Electric cars, wind turbines and solar cells: They all cannot do without critical raw materials. While lithium is closely associated with the boom in consumer electronics and electromobility, silver is familiar as an industrial metal at a second glance. Gold's little brother is still running in step with the best-known of all precious metals. However, analysts, such as those from Commerzbank, emphasize the growing importance of silver as an industrial metal and expect industrial demand for silver to reach record levels. We present three values around new technology and raw materials.
Read
13. July 2021 | 11:21 CET | by André Will-Laudien
TeamViewer, wallstreet:online, Deutsche Post - The digital winners list!
When the dot-com boom took off at the turn of the millennium, many immature and unpromising business models came onto the market. Every idea needed a stock market listing - then the techno-crash followed and many of the companies had already disappeared again. The Covid pandemic triggered a surge in digitization - some new achievements now determine the working world of every individual and change society as a whole. The successful business models show their strengths primarily in the areas of life that are now in the foreground: Distant Working, Fintech and Delivery Systems. We take a look at the cards of three protagonists.
Read
13. July 2021 | 10:42 CET | by Nico Popp
JinkoSolar, Barsele Minerals, Newmont: The takeover merry-go-round is spinning
Raw materials are the key to new technology. Whether silver, copper or other metals - many technologies, such as electric cars and solar panels, drive demand for metals. As these technologies triumph, so does the demand for raw materials. Using three stocks as examples, we explain how investors can profit.
Read
13. July 2021 | 10:05 CET | by Stefan Feulner
Bayer, Almonty Industries, Daimler - Shortages without end
The shortage of semiconductors weighs heavily on the auto industry. According to a study by the Duisburg-based Center for Automotive Research, it will be responsible for the loss of production of around five million vehicles this year alone. An end to the chip shortage is not yet in sight. Meanwhile, the next crisis due to the lack of raw materials is already just around the corner. Due to the rapid growth in electromobility, the high demand for lithium-ion batteries means that the next failures are pre-programmed.
Read
13. July 2021 | 07:55 CET | by Carsten Mainitz
BioNTech, Defence Therapeutics, Formycon - Which biotech stock suits which investor?
Corona is and remains the threat of the hour. In this respect, it is not surprising that the papers of the German vaccine pioneer BioNTech have gone on a fabulous journey. Other companies are still trying to jump on this bandwagon, too. For example, both Canada's Defence Therapeutics and Munich-based Formycon AG are researching a Covid-19 vaccine. However, these developments are at very different stages. In addition, the further product spectrum differs significantly in some cases. But which share is the right one for the portfolio? We took a closer look at the three dissimilar siblings.
Read
12. July 2021 | 13:36 CET | by Stefan Feulner
NIO, Kainantu Resources, BASF - Bright prospects
The first half of the 2021 stock market year is over, and the stock market indices continue to march from high to high. While some market participants were hoping for a stronger correction after the Corona rally, they have been disappointed so far. The FED has now laid the foundation for further rising prices. It sees the rising inflation, which is currently at 5% in the USA, as temporary. In favor of growth, interest rates will remain at historic lows for the time being. In addition, the bond-buying program of the monetary guardians continues unabated - a feast for the stock markets.
Read
12. July 2021 | 12:22 CET | by Nico Popp
Barrick Gold, Carnavale Resources, Yamana Gold: Where gold still shines
Public debt in Germany has exceeded the EUR 2.2 trillion mark for the first time, the Federal Statistical Office announced a few weeks ago. Per capita, the debt thus stands at EUR 26,532. Of course, such figures also unsettle investors. If the public sector is so indebted, this could also impact future monetary policy - after all, rising interest rates would significantly increase the cost of refinancing. That is an argument for the ultra-loose monetary policy to continue. That includes all the negative consequences, such as rising prices for tangible assets and products for daily use.
Read
12. July 2021 | 11:32 CET | by Armin Schulz
Aspermont, ProSiebenSat.1 Media, CLIQ Digital - profit from digitalization of media companies
In Germany, according to a McKinsey study, just 10% of digital potential is being exploited. Anyone who thinks that it is developing sluggishly in Germany is wrong. According to the study, even if the US leads the way with big tech companies at 18%, the potential is far from being exhausted. Digitization has become enormously important for media companies, particularly as the young generation consumes up to 90% of its content via smartphones. 90% of this content comes from social media. As a traditional media company with print or TV content, it is increasingly difficult to reach the coveted target group. The only way is to dovetail traditional content with digital media. Today we focus on three media companies and how they are dealing with this challenge.
Read
12. July 2021 | 10:07 CET | by Carsten Mainitz
CureVac, XPhyto Therapeutics, Paion - Where are the turning points?
"Opportunity and risk are two sides of the same coin", that is to say, with great potential returns, there is also the risk of incurring significant price losses. The biotechnology sector, in particular, offers investors a broad universe in which to find lucrative investments. We present three exciting ideas below. Who is winning the race?
Read
09. July 2021 | 14:51 CET | by Stefan Feulner
Volkswagen, Carnavale Resources, Daimler - Prepared for the future
In addition to the global economic recovery, a long-term structural change towards a climate-neutral future is driving raw material prices. Copper is considered a key element for electromobility and renewable energies. It is used in the production of batteries, electric cars, solar modules and wind turbines. Other essential materials such as nickel, cobalt and lithium are primarily produced in China. Demand threatens extreme shortages and skyrocketing prices. Profit from this cycle.
Read
09. July 2021 | 13:21 CET | by Carsten Mainitz
JinkoSolar, dynaCERT, Vestas - Who is the best Cleantech investment?
Current extreme heat of up to 50 °C in North America, arctic temperatures here in southern Germany still in April: The weather is going crazy, and humankind does not seem to be entirely innocent if leading global climate researchers are to be believed. Thus the climatic warming caused by human industrialization seems to have extraordinarily rapid and powerful effects. Now that more sensible people are finally back in control of the levers of power in crucial countries, agreements on necessary immediate measures will be reached more quickly. The decarbonization of industry is one of the most important building blocks that should be addressed with many different Cleantech solutions. We present three stories with extremely promising approaches and corresponding share price potential.
Read
09. July 2021 | 12:07 CET | by André Will-Laudien
BYD, Plug Power, White Metal Resources - Watch out at the platform edge!
At some point, the market must also consolidate! Almost daily, the S&P 500 had climbed to a new high in recent weeks. Despite individual inflation warnings from the central banks, the shares continued to climb blithely: "The trend is your friend!" - and so it is not a big deal to have to give up 2%. The time had come yesterday - investors took cover for the time being. Now it must be seen whether strong trends can withstand a temporary downturn. We look at three interesting stocks.
Read
09. July 2021 | 11:27 CET | by Stefan Feulner
Nel ASA, Deutsche Rohstoff AG, Royal Dutch Shell - Flexibility pays off
If you believe the media, fossil fuels have no long-term future. The replacement by renewable energies such as wind and water power or photovoltaics seems to be a done deal. Whether the "green turnaround," as planned by politicians, will occur is still written in the stars. The new technologies have too many open construction sites; think of the weak infrastructure for e-charging stations. Until then, demand for fuels such as gasoline and diesel for cars with internal combustion engines is likely to remain at a high level, much to the liking of oil producers.
Read
09. July 2021 | 10:58 CET | by Armin Schulz
GSP Resource, Steinhoff, K+S - Commodities, gambler stocks and traditional companies
Commodities have had a hard time finding lovers in recent years, and when the oil price turned negative in the wake of the Corona Crisis, hardly anyone would have expected such a revival. Despite the crisis, almost all commodity prices exploded. Another trend emerged as a result of the pandemic - the so-called meme stocks, where private investors meet on Reddit and pick a stock to buy, no matter what the fundamentals say. Traditional companies didn't have it easy during the crisis either, and many found that their business models were not crisis-proof. Today we have picked out three stocks that belong to the above mentioned divisions.
Read
08. July 2021 | 14:56 CET | by Carsten Mainitz
Barrick Gold, Triumph Gold, Sibanye-Stillwater - invest with foresight!
In the medium term, many market participants agree - the gold price will and must rise. The monetary policy is too expansive, and historically, the precious metal has always been in high demand when there is a crisis. At around USD 1,800 per ounce, the gold price is still more than USD 250 away from the summer high of 2020. But even the current price level allows producers to earn high profits, deleverage, pay higher dividends, buy back their shares, or diligently acquire projects. We show you three promising investment ideas from the gold sector. Who is the favorite?
Read
08. July 2021 | 13:18 CET | by Stefan Feulner
BioNTech, Defence Therapeutics, Moderna - The wheel keeps turning
After a hesitant start, Germany is making good progress with vaccinations. Around 47.5 million people, or 57.1% of the total population, have been vaccinated at least once. The number of fully vaccinated people rises to 39.9%. Rosy prospects for the summer in the republic. But now comes the Delta variant. According to initial studies, it is more resistant to the vaccines currently on the market than other variants. Research is continuing, and new manufacturers are entering the market to participate in the billion-dollar business.
Read
08. July 2021 | 12:33 CET | by Nico Popp
Gazprom, Aztec Minerals, Steinhoff: Fast takeovers instead of lengthy procedures
Commodity investments are in demand, especially in times of sharply rising prices. Many investors focus exclusively on the big names. But there are also speculative second-line stocks that are suitable for investment. In the next few minutes, we will explain what investors need to watch out for and why penny stocks should not be exclusion criteria.
Read
08. July 2021 | 11:41 CET | by André Will-Laudien
K+S, Theta Gold Mines, Varta - Explosion in construction materials and raw materials!
The price rally in essential commodities continues. An acute shortage of building materials has caused some sharp price increases on construction sites. As reported by the Federal Statistical Office, in May 2021, solid structural timber increased in price by 83.3% year-on-year, roof battens by 45.7% and structural timber by 38.4%. The increased prices of wood and steel and industrial metal are driving up construction costs: reinforcing steel in bars was 44.3% more expensive in May 2021, and reinforcing steel mesh cost 30.4% more than a year ago. The main reasons for the rising lumber and steel prices are likely to be rising demand at home and abroad during the Corona pandemic and problems in the supply of raw materials. By comparison, the producer price index of industrial products rose 7.2% over the same period - the most significant monthly increase in 25 years. Who are the beneficiaries of the shortage rally?
Read
08. July 2021 | 10:54 CET | by Stefan Feulner
Nordex, The Very Good Food Company, BMW - Megatrend sustainability
Alongside the efficient use of energy, renewable energy sources are an essential pillar of a sustainable climate policy. The use of energy is considered sustainable if it meets the needs of the present without compromising the needs of future generations. At present, the issue of sustainability is preoccupying us in all areas of life. As a result, entirely new sectors of the economy are emerging. Companies that build on these themes face a dazzling future.
Read
07. July 2021 | 15:29 CET | by Nico Popp
NEL, Enapter, Plug Power: Three hydrogen stocks - two opinions
Hydrogen is a technology of the future. If renewable energies are used to produce hydrogen, then the energy carrier is even really clean. Especially when it comes to large vehicles, such as ships or trains, hydrogen can show its strengths. Hydrogen can also be used in trucks. Other areas of application include decentralized energy supply. We introduce three companies around hydrogen and explain how to view their respective shares.
Read
07. July 2021 | 14:25 CET | by Stefan Feulner
Infineon, Desert Gold, BASF - Prepared for the future
The energy turnaround and the achievement of climate neutrality are back in the news as the Corona pandemic fades. Politicians around the world are supporting with billions in subsidies. But the industry is under pressure. Climate neutrality requires the introduction of new production technologies in many sectors, and in areas such as basic materials, the conversion of entire production lines. On the other hand, competitiveness should not suffer in this historic transformation.
Read
07. July 2021 | 13:21 CET | by Carsten Mainitz
Gazprom, Saturn Oil + Gas, BP - First-class trading opportunities: dispute in OPEC causes prices to fluctuate
A few days ago, the Organization of Petroleum Exporting Countries (OPEC) and several cooperation partners broke off their negotiations on future production volumes without any results. The fact that no new meeting date has been set, as reported by several news agencies, raises eyebrows. At first, it seemed that an expansion of the oil supply was now off the table and that nothing would stand in the way of a further increase in the oil price in the short term. However, the markets are now playing a different card. Market participants fear a rise in inflation as a result of oil prices rising too sharply. In addition, fears are being voiced that OPEC could break up. We show you which stocks you can use to take advantage of the current volatility!
Read
07. July 2021 | 13:01 CET | by André Will-Laudien
Aston Martin, RYU Apparel, Hugo Boss, HanseYachts - Luxury Top Picks to get rich!
Crazy times - Boris Johnson is abandoning all Corona rules because he wants to free the people. In Germany, vaccine doses are now being destroyed daily because registrations for the vaccine administration are canceled en masse. In dealing with people, politics often comes up against indefinable limits; certain adjusting screws have been turned too much and too far to steer and control behavior from above. The desire for life is now visibly apparent; the shopping streets are filling up, some products are simply out of stock or unavailable. Everything is in short supply - and because of rising prices, the manufacturers of luxury goods are looking forward to the new livelihoods who have learned in lockdown that pure possession of money does not make you happier.
Read
07. July 2021 | 12:30 CET | by Armin Schulz
Mineworx Technologies, Nel ASA, Nordex - Recycling Capitalism the coming super trend?
It all started with recycling bottles and moved on to renewable energy and current ESG criteria and sustainability thinking. This way of thinking is catching on more and more. The number of vegetarians and vegans is growing steadily. Recently, single-use plastic products have been banned and are no longer allowed to be produced in the EU. Less raw materials should be used, and the products should be used as often as possible - think of car-sharing - and at the end of their life, the raw materials used should be recycled. In this way, the world could make do with its existing resources, and future generations would benefit. This new approach is also finding its way into several publicly traded companies, three of which we will look at today.
Read
07. July 2021 | 11:49 CET | by Stefan Feulner
BYD, QMines, Xpeng - Play the Trend
In recent weeks, there have been shortages of many commodities and intermediate goods. The shutdown of production during the Corona pandemic led to supply shortages of lumber, semiconductors and chemicals. In contrast, demand for consumer goods rose sharply after the economy eased. The result was significantly increasing prices due to the shortage. In the long term, this phenomenon will also occur for metals needed for the energy transition. The first tendencies are already becoming apparent. Take advantage of the cycle!
Read
06. July 2021 | 14:09 CET | by Carsten Mainitz
wallstreet:online, flatexDEGIRO, Commerzbank - Let profits run
No interest rates, no trading costs for securities - this makes for an excellent constellation for further rising prices in a post-pandemic world. Brokers and securities trading banks are raking in new record profits every quarter. Arguments as to why there could soon be sharp setbacks are hardly taken seriously. We show you with which stocks you can really enjoy the summer party.
Read
06. July 2021 | 13:49 CET | by André Will-Laudien
Defence Therapeutics, CureVac, BioNTech - Successful therapy, earn billions!
Since we have a large number of health-threatening issues on the table, there are just as many biotech and pharma companies that have taken up the cause of researching and combating them. Many of them are publicly traded or in the early stages of venture funding. Investors are spoiled for choice; besides good analysis, they need a fair amount of intuition and luck to find the right stock that will truly become a 500-percenter. The cancer research company CEL-SCI recently disappointed, as did the COVID vaccine expert CureVac - both shares ended in a price disaster. The question remains - which horses are the right ones?
Read
06. July 2021 | 11:34 CET | by Nico Popp
Bayer, XPhyto Therapeutics, Pfizer: Here comes the blockbuster of the 4th wave
Hygiene sluices, rapid tests, disinfectants and vaccines - what was more familiar to laboratory staff or doctors a few years ago has become our daily bread since the outbreak of the pandemic. It stands to reason that the new normality would also leave its mark on the stock market. Indeed, the shares of major pharmaceutical companies have already risen. However, there are still newcomers with considerable potential. Growth companies, in particular, could benefit from the hype surrounding hygiene and health.
Read
06. July 2021 | 10:55 CET | by Stefan Feulner
NIO, Troilus Gold, Vestas - Shares with a tailwind
US President Joe Biden has been in office for around six months. In contrast to his predecessor Donald Trump, he places climate protection at the center of his policies. The renewed accession of the US to the Paris Climate Agreement was the first official act, and the updated Nationally Determined Contribution to climate protection stipulates that the USA will halve its emissions by 2030 compared with 2005. It aims to turn this around with massive trillion-dollar programs. Companies that rely on renewable energies will benefit from this in the long term.
Read
05. July 2021 | 15:37 CET | by André Will-Laudien
Nel ASA, Barsele Minerals, Nordex - The profiteers of climate policy!
June had to offer strong repetition effects to the last bull market in January and February. The typical stock market favorites made substantial gains again, especially the so-called "climate stocks." These are stocks whose business models fit into the decarbonization strategies of governments. On December 12, 2015, the Paris Protocol was adopted, and one year later, the international climate treaty came into force. A milestone of the agreement was that China and the United States also ratified it. Trump formally withdrew from the Protocol in November 2020, but his successor Joe Biden rejoined on February 19, 2021, while authorizing USD 500 billion per year by 2025 for climate investments.
Read
05. July 2021 | 14:19 CET | by Carsten Mainitz
Almonty Industries, K+S, Airbus - Rising demand will be reflected in share price increases!
The metal tungsten has special properties that make it unique as a material. The metal is highly resistant to corrosion, as heavy as gold and, as tungsten carbide, as hard as diamond. In addition, at 3,422 degrees Celsius, it has the highest melting point of all metals. However, processing it is expensive and time-consuming. At the moment, researchers in Karlsruhe are working on processing tungsten using 3D printing methods. Due to its unique properties, tungsten plays a vital role in high-temperature applications in energy and lighting technology and space travel and medical technology. How can investors profit from the rising demand? We will show you.
Read
05. July 2021 | 13:26 CET | by Armin Schulz
JinkoSolar, NewPeak Metals, TUI - Between uncertainty and opportunity
As an investor, it is not easy to find suitable investments at the moment. Either the share has already run hot and the key figures no longer justify an investment, or the shares are struggling with some kind of crisis. In the end, these crises also bring opportunities, but you have to be well informed and patient. The low of a consolidation is seldom caught, but one or the other price trend can be predicted based on chart technology. We have taken a look at three companies today that are fraught with a certain amount of uncertainty but offer opportunities.
Read
05. July 2021 | 12:31 CET | by Stefan Feulner
Nel ASA, Royal Helium, Siemens Energy - In the fast lane
Hydrogen can power electric motors, store energy and heat homes with the help of fuel cells. Because of these properties, the most common chemical element in the universe plays a vital role in the energy transition and CO2 neutrality. Shares in hydrogen companies were the stars of the stock market sky last year, alongside electric carmakers. Then came a sharp correction. Currently, most companies have finished their bottoming phase and are turning north again. Do not miss the second chance!
Read
05. July 2021 | 12:08 CET | by Nico Popp
BYD, Kodiak Copper, Varta: E-car investments - here is how investors reduce risks
Copper is the metal of the past fifteen months. Why? Quotations stabilized early on after the Corona Crash. At first, only industry insiders took notice of this relative strength. But it was the starting signal for a copper rally, unlike anything the industrial metal has seen in a long time. From the low in 2020 to the high in 2021, copper has climbed by almost 140%. Which trends are responsible for this, and how investors can invest.
Read
02. July 2021 | 14:23 CET | by André Will-Laudien
Deutsche Bank, Heidelberger Druck, Saturn Oil + Gas - These are the 200% opportunities!
The second half of the year has begun. We can still see that the ongoing bull market is reaching certain levels of maturity. However, liquidity-driven investment pressure is felt daily via central banks, and the invisible hand of market control has also been sighted a few times. Watch out for days starting weakly; this is often the case, especially in the DAX. No sooner is it 14:30, any weakness is leveled out, and the previously strong precious metals experience the next blow to their prices. In this way, almost daily pressure is brought to the skeptical public; short positions must be covered again, expensively. The next day the same game again, so one shimmies in the S&P 500 from record to record. We focus on current turnaround situations that should remain independent of general market developments.
Read
02. July 2021 | 13:35 CET | by Nico Popp
Netflix, wallstreet:online, Commerzbank: Where shareholders get their money's worth
'Something to do with media' - years ago, this was the career goal of many graduates. But the reality in the media industry at the time was anything but dreamlike: The Neuer Markt went belly-up, and the media industry also had to cut back. Added to this was digitization, which turned many traditional business models upside down. In the meantime, however, the industry has consolidated - and is setting out for new shores.
Read
02. July 2021 | 13:04 CET | by Nico Popp
Barrick Gold, Desert Gold, Steinhoff: Knowledge instead of hope and fear
Gold has recently gone under the wheels, but that does not necessarily mean anything. The experts at Commerzbank are still sticking to their gold price forecast of USD 2,000 by the end of the year. Given the recent correction, the potential for price gains is therefore even greater. We outline how investors can invest based on two companies from the gold sector. We then distinguish speculative gold investments from gambler stocks.
Read
02. July 2021 | 12:15 CET | by Armin Schulz
Freenet, Almonty Industries, Lufthansa - Setbacks offer entry opportunities
The stock markets have been on the rise for a long time, undoubtedly due to the loose monetary policy and the resulting inflation. Nevertheless, there is no hype as before the bursting of the dot-com bubble. Back then, people subscribed to Infineon and did not even know what the Company was doing. Despite Corona, the markets are higher than before the crisis, and the good news continues. In July, US President Biden is expected to launch his USD 1.2 trillion infrastructure package. Originally, more was planned. But this money will ultimately increase the corporate profits of the subsidized industries. The only important thing for investors is not to buy stocks at the high but to wait for consolidations to get in. That way, one increases the profit potential, and the stop loss is much smaller. Today we look at three companies that have recently suffered a setback.
Read
02. July 2021 | 11:18 CET | by Stefan Feulner
Nordex, Triumph Gold, Infineon - Just keep calm
"First, things turn out differently, and second, things turn out differently than you expect." This saying by German poet and caricaturist Wilhelm Busch applies more than ever to the capital markets right now. Why is the Bitcoin falling, why is TUI not rising despite the travel restrictions easing, and why is the gold price not taking advantage of the fundamentally good conditions to attack the high of August last year? The answer is again found in a quote from the Chinese philosopher Confucius: "There is strength in calm."
Read
01. July 2021 | 13:49 CET | by André Will-Laudien
NEL, Plug Power, dynaCERT - Hydrogen, here we go again!
What momentum! In just 6 weeks, hydrogen stocks have gained up to 60% again. Of course, those who missed the first wave are happy. Maybe it will work out now with the second one. The framework parameters are suitable because both the EU and Joe Biden have agreed on more hydrogen within the climate targets. Germany's significant contribution to climate protection can create applications in these sectors that operate with low emissions using hydrogen. An important focus in developing a German hydrogen economy and strategy should therefore be the commercialization of applications.
Read
01. July 2021 | 13:43 CET | by Stefan Feulner
Nordex, Osino Resources, Volkswagen - The correction as an opportunity
Both cryptocurrencies and precious metals corrected sharply in recent weeks. While the negative tweets of Elon Musk and the trading bans and stricter regulations in China were cited as reasons for Bitcoin, Etherum & Co, it is the fears of possible early interest rate hikes for gold and silver. In the short term, there should still be some correction potential, also from a chart perspective. In the long term, the lights are green for a rising gold and silver price.
Read
01. July 2021 | 12:11 CET | by Carsten Mainitz
Pure Extraction, Ballard Power, SFC Energy - H2 mobility for commercial vehicles: These are the winners!
The advance of e-mobility associated with the energy transition and the need to decarbonize the economy does not stop at the commercial vehicle segment. However, the battery technology currently gaining acceptance in this sector has decisive disadvantages: it is expensive, has a heavy weight, and charging is time-consuming. For this reason, alternatives are feverishly being sought. Can hydrogen fill this gap? In contrast to suppliers like BYD, who focus primarily on battery mobility, the following companies concentrate fully on hydrogen technology. Who is in the running?
Read
01. July 2021 | 11:12 CET | by Nico Popp
Siemens Healthineers, Royal Helium, Linde: Three stocks with momentum
Good health is the most valuable commodity. Especially those who have everything materially want nothing more than to remain healthy in the case of illness. People are also becoming more circumspect when it comes to preventive checkups. A few years ago, the cliché prevailed that men, in particular, gave doctors a wide berth. Today, prevention and regular checkups are considered a must. In this context, imaging techniques are becoming increasingly important: Whether an intervertebral disc or cardiovascular problem - modern medical technology equipment allows doctors to closely monitor and make the appropriate diagnoses.
Read
01. July 2021 | 10:41 CET | by André Will-Laudien
CureVac, Barrick Gold, Troilus Gold - Now it is important to keep your nerves!
The bull market is maturing a bit more every day. It is no longer young - because it has been running steadily since 2015. Admittedly, it stuttered a bit in March 2020, but the subsequent recovery was all the more violent. There are long-term fundamental trends, so-called megatrends, such as digitalization or e-mobility. At present, we can assume that the mining industry will also boom again in contrast to the crypto world. That is because the medium-term parameters here match the current economic trends. Here is a small selection of well-positioned stocks.
Read
30. June 2021 | 14:03 CET | by André Will-Laudien
TUI, Lufthansa, Silver Viper - The doubling opportunities for 2022!
Things are about to get really exciting once again. The travel season is in full swing, hotel occupancy rates are rising, and airlines are enjoying high occupancy rates. But how long will the catch-up effects last? The constraints are still burdensome. Travelers who have previously stayed in high-incidence or virus variant areas must carry a negative test certificate with them when they enter the country and, if a carrier is used, present the proof for the purpose of transport. That does not make travel so easygoing. The first countries are already appearing on the Robert Koch Institute's blacklist again: Portugal and Great Britain. In the autumn, when the temperatures tumble again, this can become a problem.
Read
30. June 2021 | 13:59 CET | by Nico Popp
Gazprom, Theta Gold Mines, Yamana Gold: Which commodities are the best?
Commodity prices have always been considered an indicator of fundamental changes in the global economy. It is not for nothing that the price of copper is known as "Dr. Copper" because of its role as an economic indicator. Oil and gold also have a signaling effect: when the energy commodity rises, it stands for an intact global economy and incipient inflationary tendencies. Gold is also an inflationary metal in a certain sense. Added to this is the property as crisis insurance. But which commodities are best suited for investment? We run through three scenarios using companies as examples.
Read
30. June 2021 | 12:59 CET | by Carsten Mainitz
CureVac, Cardiol Therapeutics, MorphoSys - Here it is going powerfully upwards!
Biotech stocks offer investors not only an exciting but also a very profitable investment environment. But the sector is also attractive for traders due to its high volatility. CureVac took a beating recently as the efficacy of its Corona vaccine disappointed. The price of MorphoSys falls despite good news and positive analyst comments. The Canadian Cardiol Therapeutics could be on the verge of a revaluation. Where can the most significant gains be made in the short term?
Read
30. June 2021 | 12:07 CET | by Armin Schulz
SAP, Barsele Minerals, BioNTech - Shares have no alternative
The USA is expecting growth of 7% this year and Germany is expected to grow by 3.7%. This growth is above the currently expected inflation. As an investor, you should not be afraid of 2023, even if the FED wants to raise interest rates twice by then. One can confidently assume that interest rates will rise marginally from this historically low level, and that, in turn, is a sign of economies with growth prospects. In addition, the boom in equities could last much longer due to major changes such as e-mobility, climate neutrality and the like. In times of significant changes such as industrialization, there were long-lasting bull markets in equities. Since bonds are still hardly yielding any returns, equities remain highly attractive.
Read
30. June 2021 | 11:12 CET | by Stefan Feulner
JinkoSolar, Kodiak Copper, BASF - Caution: This market will explode!
Due to the energy transition, the raw materials sector is undergoing a historic upheaval. Due to a CO2 reduction in the economy and transport, coal, gas and crude oil will lose importance in the future. The demand for metals such as copper will increase exorbitantly in order to expand the capacities for the generation and storage of renewable energies. Copper is and will remain irreplaceable in the electrification of the global economy due to its chemical properties. In 2020, the supply deficit rose to 560,000 metric tons, the highest in a decade. And transportation electrification is just getting started.
Read
30. June 2021 | 11:04 CET | by Nico Popp
BP, NewPeak Metals, Nordex: Three shares with energy
The energy turnaround offers excellent opportunities - that is what you read in many media reports. Indeed, regenerative energy has a great appeal - it does not produce any CO2 emissions. But this is not entirely true. The production of solar panels and wind turbines requires raw materials. Only when these are also produced in a climate-neutral way are regenerative energy sources genuinely sustainable. At the same time, oil and gas still play a significant role in the energy mix. We outline three companies involved in this complex of topics and also examine investment opportunities.
Read
29. June 2021 | 14:04 CET | by Nico Popp
SAP, Barrick Gold, GSP Resource: How to invest smartly
Stocks rise and rise. A little more than a year ago, the hope that not everything would be so bad in the end boosted share prices. The end of the pandemic now seems to be near. Linked to this is the hope that the future will bring many new things and that established companies, in particular, will be able to secure a large piece of the pie. But which sectors are exciting? We take a look at two different industries and discuss the opportunities and risks.
Read
29. June 2021 | 13:23 CET | by Stefan Feulner
Steinhoff International, Aspermont, Bike24 - Endless possibilities
Do you remember the last few years of the past millennium, when Amazon was ridiculed for trying to sell books over the Internet? Now, around 20 years later, there are hardly any goods that can no longer be purchased on the World Wide Web. The transformation from off to online is already well advanced. Even magazines or books are increasingly read on tablets these days. Digitization offers endless opportunities for media companies to scale their original business model, with massive potential for the respective companies.
Read
29. June 2021 | 12:37 CET | by Carsten Mainitz
Siemens Energy, QMines, AUTO1 Group - Watch out: invest in the best stock market newcomers!
IPO underpricing measures the difference between the price subscribers have to pay for new issues, i.e. the issue price and the prices then traded on the stock exchange. This phenomenon was first addressed in studies some 50 years ago. In sum, IPO underpricing exists worldwide. However, depending on the market phase, country and market capitalization size, this effect can look very different. It is, therefore, wrong to conclude that every IPO is a success. We separate the wheat from the chaff. Which stock is a clear buy?
Read
29. June 2021 | 11:47 CET | by André Will-Laudien
Varta, JinkoSolar, Ballard Power, Sierra Growth - Energy technology on the test bench
What will mobility look like in 10 years? Will we all be riding bicycles because climate regulations make it impossible to move around using electricity or fossil fuels? Or are there still revolutionary developments that go beyond the battery as a universal remedy? Germany continues to experience an energy shortage because we buy cheap nuclear power from abroad. That is how things can go when a messed-up energy policy is associated with climate protection goals. No matter how things go, the world needs copper for modern technologies, and this raw material is in short supply.
Read
28. June 2021 | 14:42 CET | by Carsten Mainitz
BYD, EuroSports Global, Varta - Electric music is playing in Asia
Electromobility is considered the central building block of a sustainable and climate-friendly transportation system based on renewable energies. There are currently around 70 electric vehicle models from German manufacturers on the market. In 2020, the stock of passenger cars with electric drives in Germany comprised only 137,000 vehicles, according to the Federal Motor Transport Authority. The federal government wants to significantly boost the market with purchase incentives by the end of 2025, extensive investments in expanding the charging infrastructure and tax incentives. However, if you look at the global situation, it quickly becomes evident that Asia dominates the action. We introduce you to three stocks that offer great opportunities. Who has the best cards?
Read
28. June 2021 | 13:38 CET | by André Will-Laudien
Infineon, Nvidia, BMW, Defense Metals - Exploding commodity prices ahead!
The explosion in commodity prices is foreseeable. Due to the fatal misjudgment of the governments on how the COVID pandemic will develop, the economies are currently in a supply shock. The months-long lockdowns have broken off some supply chains, and the breakdown in the Suez Canal has further aggravated the situation. Ever Given's wrecked ship is still stuck in the Egyptian Bitter Lake with 20,000 containers on board. Whether in cell phones, electric vehicles, non-fossil power generation and storage, or modern server farms - industrial metals are needed everywhere. For special applications, we even need rare earths, which makes it highly political.
Read
28. June 2021 | 12:57 CET | by Armin Schulz
Alibaba, Blackrock Silver, First Majestic Silver - Why July 1 is so important
What is so special about July 1? On that day, the Chinese Communist Party will celebrate its 100th anniversary. It is common knowledge that the Chinese government plays by its rules. If someone violates these rules, appropriate measures are taken. The ever-increasing price of raw materials is not at all to the taste of the Chinese, who are known to have a great need for raw materials. Without further ado, the Chinese announced that they would soon release strategic state reserves of various metals, which initially led to the consolidation of some commodities. Chinese companies are also currently very cautious, as no one wants to disrupt the July 1 celebration. After the celebration, the reins could loosen a bit.
Read
28. June 2021 | 12:07 CET | by Stefan Feulner
Nel ASA, Mineworx Technologies, Volkswagen - The next stage ignited
Without question, electric cars are the big winners of the mobility revolution. If Germany wants to meet the targets of the Paris climate agreement, CO2 emissions are to fall by at least 50% by 2030. This seals the slow farewell to combustion engines. But now, new problems are emerging concerning electromobility. In addition to the scarcity of the required raw materials, the issue of recycling the batteries and recovering the raw materials is coming up. Here, a market worth billions opens up with huge potential for the respective companies.
Read
28. June 2021 | 11:15 CET | by Nico Popp
Pfizer, Sartorius, Defence Therapeutics: Health as an investment opportunity
Tremendous opportunities lie dormant in biotech companies. New therapeutic approaches are suitable for fighting civilization diseases such as cardiovascular problems, cancer and Alzheimer's. In recent years, there has been a whole series of scientific breakthroughs. Some studies have shown phenomenal possibilities. It is now up to innovative companies to turn laboratory findings into practical clinical results. For shareholders, the opportunities are plentiful.
Read
25. June 2021 | 14:01 CET | by Nico Popp
BYD, Siemens Healthineers, Silver Viper: Many trends in one share
Trends and hypes on the stock market are not always easy: Sometimes they are slow, then there are dynamic upward phases, and sometimes you need patience. Whether it is electromobility, renewable energy or the latest developments in medical technology, no one knows when prices will rise. What is certain, however, is that all of the industries mentioned have a future. So how do you invest? We outline three stocks around the mentioned industries.
Read
25. June 2021 | 12:36 CET | by Stefan Feulner
Nordex, XPhyto Therapeutics, Siemens AG - Growth without end
The Federal Reserve paves the way. After discussions around possible early interest rate hikes flared up last week on the occasion of the Federal Reserve's Open Market Committee, FED head Jerome Powell came forward in person yesterday and dampened burgeoning inflation concerns. While the effects of the pickup in economic activity at the end of the Corona pandemic were stronger than forecast, they should fade over time. Therefore, the loose monetary policy will continue to drive growth - a breeding ground for development and technology stocks and further rising prices.
Read
25. June 2021 | 12:32 CET | by André Will-Laudien
NEL, Plug Power, Royal Helium - Things could get explosive here!
The energy turnaround in Europe is tied to several factors. On the one hand, it is about reducing emissions, especially of harmful climate gases. On the other hand, companies want to leave a green footprint because it is good for the public reputation and opens other doors of refinancing on the investor level. Concerning ESG criteria, we certainly want to attribute ethical, ecological reasons to most companies. Nevertheless, the road to greater climate neutrality is still rocky and cost-intensive for most. Another prerequisite is that substitute materials and environmentally friendly precursors are equally subject to scarcity since supply chains have been broken. Therefore, the pivotal point for climate-oriented business is the factual competence of the "how," then the necessary means, and finally, the material availability.
Read
25. June 2021 | 11:29 CET | by Carsten Mainitz
Commerzbank, Theta Gold Mines, Corestate Capital - Watch out: the hunt has begun!
The value and the price paid for a share on the stock exchange can be thought of in very different ways. If there is too big a discrepancy here, the h