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Commented by Stefan Feulner on November 25th, 2022 | 23:16 CET

Viromed Medical AG, Encavis AG, K+S - The foundation is laid

  • Covid19
  • Investments

For weeks now, the most important stock markets around the globe have been on an upward trend. What was initially only declared as a countermovement in the overriding downward movement could now be the start of a more pronounced year-end rally. While indices such as the DAX and the Dow Jones have already managed to break out of the downtrends they have been following since the start of the Ukraine war, smaller stocks, in particular, still offer considerable catch-up potential.

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Commented by Juliane Zielonka on November 25th, 2022 | 10:29 CET

TubeSolar, Nordex, Siemens Energy - Energy drivers for the portfolio

  • photovoltaics
  • Solar
  • renewableenergies

German Engineering is a seal of quality, also abroad. What sometimes takes a little longer in development pays off in the long run. Solar system manufacturer TubeSolar from Augsburg can be pleased about a TÜV certification for its patented products. In Germany, the share of photovoltaics in the power grid rose by 11.2%, and worldwide the CAGR of PV installations increased by 32%. JinkoSolar, a leading Chinese manufacturer of solar modules, has also played a significant role in this growth. However, China shares entail risks. Siemens Energy is not without risk at the moment either. The management heads are changing in the internal takeover game of the Spanish wind energy company Gamesa.

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Commented by Juliane Zielonka on November 24th, 2022 | 14:14 CET

Rheinmetall, Saturn Oil + Gas, Amazon - These shares are growing in the face of crises

  • Mining
  • Oil
  • Gas
  • Defense
  • ecommerce

Tech groups like Amazon are laying off 10,000 employees to get back on track. Shareholders will be happy, and Amazon's Alexa department employees should quickly sign up with Indeed. The department is posting the biggest losses in 2022. Rheinmetall AG is off to a good start through the crisis. Thanks to the "ring swap" deal, the Düsseldorf-based company is now supplying the Greeks with fresh tanks. In turn, the Greeks give their Soviet-designed tanks to Ukraine's soldiers. Rheinmetall's share price has risen by 127.14% since the beginning of the year. Also among the crisis winners is Saturn Oil & Gas. With its numerous active oil drilling projects, investors have a broadly diversified portfolio at their disposal.

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Commented by Stefan Feulner on November 24th, 2022 | 14:01 CET

BYD, Globex Mining, Nordex - When does it really start?

  • Mining
  • Commodities
  • Electromobility
  • renewableenergies

Climate change is one of the greatest challenges of our time. With tighter targets for climate neutrality and billions in subsidies, politicians are stepping on the gas. Renewable energies are the only way to achieve a CO2-neutral world. Despite the long-term rosy prospects, companies in the peace energy sector have corrected sharply in recent months, with even market leaders posting losses of over 50% on the stock market. This represents a new opportunity to participate in the energy transition over the long term.

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Commented by Stefan Feulner on November 24th, 2022 | 13:01 CET

dynaCERT, Pathfinder Ventures, SFC Energy - Small caps on the upswing

  • Camping
  • greenhydrogen
  • Energy

After the sharp corrections of the last months, the time of suffering of many shareholders of growth companies seems to be over. The companies, which have been badly affected by the stricter monetary policy, are sending clear signs of life, both in terms of charts and fundamentals. Volatility is likely to remain in the coming months. From a long-term perspective, however, there are attractive entry levels at a significantly cheaper level with opportunities for a strong rebound.

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Commented by Fabian Lorenz on November 24th, 2022 | 12:40 CET

New year, rising prices? BASF, BioNTech and Manuka Resources - Shares in check

  • Mining
  • Commodities
  • Biotechnology
  • chemicals

As the stock market year 2022 draws to a close, we look ahead to 2023. New year, rising prices? That is what many stock market players are hoping for. The chances are that we will see rising indices again with the end of interest rate hikes in the coming year. Today, we look at three companies likely to attract attention in 2023. At BioNTech, the research pipeline is full to bursting, and there are numerous study results to come. BASF is attractive due to its low valuation and high dividend yield. However, analysts warn of a write-off risk. Manuka Ressources convinces with a profitable core business, and an exciting project in the field of critical raw materials could lead to a revaluation.

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Commented by Nico Popp on November 24th, 2022 | 11:12 CET

What the heat turnaround means for copper: Siemens Energy, Kodiak Copper, ThyssenKrupp

  • Mining
  • Copper

Investors looking for the latest trends often focus on metals such as rare earths, vanadium and lithium. But if you want to get the future into your portfolio, you don't have to rely on exotic elements; copper offers the best conditions. As the British Building Services Research and Information Association (BSRIA) has shown on behalf of the International Copper Association, the demand for copper alone for climate-related refurbishment will increase to 160,000t by 2035 from the current 40,000t. That represents an annual growth rate of around 10%. We highlight three companies around the trend.

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Commented by André Will-Laudien on November 24th, 2022 | 10:17 CET

Sharp price movements at Uniper and Varta, E.ON and Tocvan Ventures on the launch pad!

  • Mining
  • Commodities
  • Energy

The Federal Network Agency reports this week that German gas reserves will be sufficient for 9 to 10 weeks. According to Adam Riese, this means that without new supplies, a bottleneck would be imminent from mid-February. Gas buyers are still hoping that European partners will support our supplies accordingly. In the winter months, however, they will need a large proportion in their own countries. Therefore, we are entering this winter with question marks, which has now returned with the first snow. In the current environment, some stock movements appear with special movements, for example, the 100% rally of the state-owned company Uniper.

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Commented by Armin Schulz on November 23rd, 2022 | 12:10 CET

K+S, Defense Metals, RWE - Profiting from stocks that fight shortcomings

  • Mining
  • RareEarths
  • fertilizer
  • Investments

The first supply chain problems occurred during the Corona Pandemic. With the outbreak of the Ukraine conflict, further deficiencies of Western countries were exposed. It has been known for a long time that the US and Europe are dependent on raw materials and energy from Russia and China. The Middle Kingdom, in particular, already has a monopoly on critical raw materials such as rare earths and tungsten. There has been a minor trade war between the US and China for some time now. Russia has supplied both Europe and the US with cheap energy. Now in times of tension, the dependencies are coming out in the open. So today, we look at three stocks that can combat the shortage.

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Commented by Fabian Lorenz on November 23rd, 2022 | 11:43 CET

China causes a bang in Qatar: Opportunity for Nel ASA, Plug Power, First Hydrogen, ITM Power

  • Hydrogen
  • greenhydrogen

Germany wanted to secure liquefied natural gas (LNG) from Qatar to reduce its dependence on Russia. But now China is digging in and securing LNG supplies from the emirate for the next 27 years. During this time, 108 million tons are to be supplied. Germany only wanted to commit for 5 years. While this does not necessarily take the German government's deal off the table, it does show that gas supplies will continue to be anything but secure or cheap in the future. And it shows how vital hydrogen will be in the future and that policymakers must push for its promotion because hydrogen from renewable energies can at least partially replace natural gas. Companies like Nel ASA, Plug Power and First Hydrogen can benefit from this. In 2022, however, only First Hydrogen was convincing.

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