April 1st, 2021 | 06:00 CEST
Ballard Power, dynaCERT, Porsche: Where are the best auto stocks?
The idea that automakers have no future is a pipe dream. The pandemic shows us: we want to see our loved ones regularly, make new contacts and interact with people. Our car is the key to getting us from A to B in an uncomplicated way. At the same time, however, this mobility must not spoil the next generation's future. Therefore, new developments around clean drives are important and necessary. We introduce three companies and outline the role they play in the mobility revolution.
time to read: 2 minutes
|
Author:
Nico Popp
ISIN:
CA0585861085 , CA26780A1084 , DE000PAH0038
Table of contents:
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
Tag cloud
Shares cloud
Ballard Power: Hydrogen pioneer in an exciting niche market
Ballard Power is one of the pioneers when it comes to fuel cells. The Company was founded in 1979 and made a name for itself early on with buses equipped with fuel cells. The Canadian Company is now owned by the Chinese, which gives Ballard Power access to an important market. China electrified public transportation back in 2016. Ballard Power has also partnered with Western bus manufacturers, such as Alexander Dennis Ltd.
While rechargeable batteries are gaining traction in passenger cars, Ballard Power's focus on larger vehicles and even ships could fill just the right niche. The stock gained 180% in a year but has also been weakening for a month. The reason is that hydrogen is increasingly being recognized as a future technology, which will probably only generate significant sales in years to come. As inflation is currently becoming an issue again, the market is discounting future sales and sending the entire industry down on the stock market.
dynaCERT: When will the price target of CAD 2.20 be reached?
The dynaCERT share has recently also suffered from the waning hydrogen hype. The Company is not about fuel cells but rather hydrogen-based conversion kits that make existing combustion engines more effective and environmentally friendly. The patented technology is already in use in some vehicles in North America. dynaCERT has primarily selected municipalities and companies as its target group. Buses can be made "greener," or heavy equipment, such as in mining, can score with fewer emissions. Companies are under increasing pressure to become more sustainable, especially in the mining industry.
In recent weeks, dynaCERT has stepped up its sales efforts and is also looking to roll out its technology on a large scale. Earlier this year, Canadian analyst firm Haywood called the stock the sustainability opportunity for 2021 and set a price target many times higher than current levels at CAD 2.20. Since then, the price has calmed down. The Company continues to work in the background. The technology is interesting for the transition to e-cars or other alternative drives. Those who think anti-cyclically can get in without stress.
Porsche: Strong brand, clear strategy
Things are clearer at Porsche - the share has already risen sharply for this. The Company has strong ties to Volkswagen and therefore benefits from Lower Saxony's electrification strategy, which has been well received by the market. VW wants to map the entire supply chain around electric cars and their batteries. Porsche also already has electric cars on offer. The powertrains, which enable powerful acceleration, are a good fit for Porsche's vehicles, which have always been sporty.
The stock has gained more than 60% in the last three months and is currently trading near its long-term high, just above EUR 90. Car manufacturers from Germany are currently in demand as never before. The market is rewarding their strong brands and solid market position and pricing in future fantasies surrounding electromobility. Porsche is a clear hold. Although the share has risen sharply, it is still good for triple-digit prices.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.
Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.
Risk notice
Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.
The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.
The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.
