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Commented by Juliane Zielonka on April 26th, 2024 | 07:00 CEST
HelloFresh, First Hydrogen, Amazon: Growth in the Courier, Express, and Parcel industry
The courier, express, and parcel industry (CEP) is a true growth engine. CEP companies currently employ almost 260,000 people, more than 50% more than ten years ago. Consumers worldwide are increasingly opting for direct deliveries to their homes, whether for food or retail orders. The food company HelloFresh is benefiting from this. The figures from the first quarter of 2024 impress analysts and investors alike. Increasing delivery traffic in cities needs new solutions. This is where First Hydrogen comes into play. The Company focuses on hydrogen-powered commercial vehicles for urban deliveries. The advantage of First Hydrogen's vans is their unbeatable range of over 600 km with just a single refueling. Amazon is also scaling up its food delivery services. In the US, they are enticing Prime subscribers to take advantage of delivery benefits for groceries. This is not at all popular in Europe and violates many consumer laws. We provide the details.
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Commented by Juliane Zielonka on April 25th, 2024 | 06:30 CEST
dynaCERT, Nordex, Plug Power - Clean solutions for the environment with potential returns
Greece's capital, Athens, has been struggling with extreme air pollution caused by dense Saharan dust since Wednesday. The red mineral dust causes severe lung problems and has led to numerous emergency admissions in the metropolis. Three companies are currently providing a breath of fresh air on the stock markets. The Canadian company dynaCERT focuses on clean air through patented electrolyser technology that reduces pollutant emissions in the booming logistics sector. Wind turbine manufacturer Nordex is also causing a stir among analysts. The Hamburg-based company impresses with full order books and good figures. A court in New York will now decide retrospectively whether CEO Andy Marsh's words regarding the operational business at Plug Power are just hot air or have real substance.
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Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST
Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?
Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.
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Commented by André Will-Laudien on April 24th, 2024 | 07:00 CEST
Takeover rumors for biotech shares: BioNTech, Formycon, Cardiol Therapeutics and Novo Nordisk in focus
The biotech sector has significantly lagged behind the performance of artificial intelligence and high-tech this year. This is due to high inflation, which in turn has made an imminent interest rate cut unlikely. Nevertheless, Germany's economic conditions are deteriorating dramatically, particularly due to the ongoing geopolitical conflicts. It should, therefore, come as no surprise if the ECB announces an "emergency interest rate cut" in the summer. That would then be the starting signal for a major reshuffle out of the best performers of recent months and into the long-neglected biotech segment. We have selected a few interesting stocks.
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Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST
Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW
The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.
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Commented by Stefan Feulner on April 23rd, 2024 | 07:30 CEST
Plug Power, Carbon Done Right Developments, Nel ASA - Exponential growth
In recent months, geopolitical uncertainties have increased with escalations in the Gaza Strip and the ongoing conflict in Ukraine, dominating the headlines in newspapers and news portals. As a result, reporting on climate change has taken a back seat somewhat. Nevertheless, it remains one of the most significant challenges in human history. Due to global warming, extreme weather events and natural disasters are increasing noticeably. In addition to the expansion of renewable energies, the introduction of emissions certificates is considered an effective means of promoting climate protection.
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Commented by Armin Schulz on April 23rd, 2024 | 07:15 CEST
RWE, Kraken Energy, Nel ASA - Germany's industry under pressure
Germany is pursuing its own path in energy policy and will rely entirely on renewable energies in future. Robert Habeck emphasized that Germany is now independent of Russian gas. However, there is no talk of independence, as Germany has become a net importer of electricity, indirectly importing gas from Russia and even nuclear power. This is because the energy storage facilities in Germany for renewable energies are not even sufficient for one hour. In addition, Germany has some of the highest electricity prices, which is already prompting industry to relocate some of its production abroad. Nuclear power is an emission-free alternative, and many power plants are being built worldwide. Uranium could become scarce here. Whether hydrogen can solve the energy storage problem is currently questionable.
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Commented by Fabian Lorenz on April 23rd, 2024 | 07:00 CEST
TAKEOVER FEVER for biotech shares! Evotec, Bayer, Vidac Pharma - Who will follow Morphosys?
There is takeover fever in the biotech sector. Genmab recently announced the acquisition of ProfoundBio, the US biotech company developing ovarian and endometrial cancer drugs, for USD 1.8 billion. With Morphosys, the takeover carousel is also turning in Germany. Who is the next candidate? Evotec is often mentioned. Due to unauthorized insider trading, the biotech company's shares have come under fire this year and offer an interesting entry opportunity. Vidac Pharma also impresses operationally. The Company's new approach has the potential to revolutionize cancer treatment. The study results of the past few months are very promising. Bayer shares surprised investors yesterday as one of the day's winners in the DAX. Is the Leverkusen-based company's stock about to take off?
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Commented by Stefan Feulner on April 22nd, 2024 | 07:30 CEST
After Gold and Silver: Nickel on the Move! Kinross Gold, Power Nickel, Royal Gold
The geopolitical uncertainties with the escalation between Iran and Israel helped precious metals to further price surges. Despite being technically overbought, gold was able to hold its ground near the USD 2,400 per ounce mark, while silver closed the week with a further gain of around 3%. In the shadow of this, industrial metals are moving into the spotlight after a weak overall year in 2023. Alongside copper, nickel, an important raw material for many low-carbon technologies, has established a solid base in recent months.
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Commented by André Will-Laudien on April 22nd, 2024 | 07:15 CEST
War in the Middle East and the explosive commodity cycle: Rheinmetall, Renk, Globex Mining, and Varta in focus!
Well, that escalated quickly. Just a week has passed since Iran carried out a nighttime attack on Israel. That was followed by a few days of commemoration, a few phone calls with Washington and the UN, and then last Friday, an Israeli counterattack was reported. While the agency news is not really clear yet, the stock markets are taking the current uncertainty as an opportunity to finally let some air out of the inflated system. Central banks are also stepping back from hoped-for interest rate cuts, as current inflation is too high and the negative signals from the economy are not yet excessive. All in all, defense stocks are holding up well, and a new upward cycle is beginning for commodities. It took a while, but now is the time to have the right stocks in the portfolio.
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