Close menu




June 10th, 2021 | 10:25 CEST

BYD, Varta, Deutsche Rohstoff: These are the stocks of the future

  • Oil
Photo credits: pixabay.com

New technologies are turning the markets upside down. Electromobility is fundamentally changing the automotive industry. Whereas in the past, it was engine technology that mattered, today, it is the batteries that determine which cars are considered modern and which are not. The trend toward renewable energy sources is also changing as wind turbines and solar cells require many different raw materials and drive demand. We highlight three companies along the supply chain.

time to read: 3 minutes | Author: Nico Popp
ISIN: CNE100000296 , DE000A0TGJ55 , DE000A0XYG76

Table of contents:


    BYD: The fair has been read

    A few months ago, the Chinese carmaker BYD was following in Tesla's footsteps. The exciting models and spectacular share price were the talk of the world. But in the meantime, a little calm has returned to BYD. On a three-month horizon, a profit of 13.8% is on the books, but that is not enough for BYD investors who are used to success. In the past three years alone, the value has gone up by 267%. But it looks as if the stock has skimmed off most of its potential.

    Still, BYD is a good company. The Chinese have their own battery division and even make their own chips. The latter has repeatedly been in short supply in recent months. In part, the low chip supply even influenced the production of large carmakers. BYD does not have these problems. Since the subsidiaries are to be listed separately on the stock exchange, this creates further potential for BYD: The Company secures capital in this way without completely relinquishing its influence - a wise step for the future. All that is needed now is for customers to continue to take hold diligently. Although BYD's sales have increased significantly in recent years, the Company still lags behind the industry's big players. As these long-established automakers are now also going electric, the competition for BYD is growing. The Company has good preconditions - but the share may already have its very best days behind it.

    Varta: Much uncertainty

    The situation is similar for German battery manufacturer Varta. In the past three months, the share has experienced ups and downs. It is currently trading at EUR 130, well below its high for the year of EUR 180. The specialist for button cells and other batteries wants to play an important role in the electrification of the German automotive industry and produce batteries itself. Pilot production is to be in place by the end of the year. The first customer is said to have already been acquired - but the Company has not yet provided any details.

    Looking to the future, it is still uncertain when the new business with batteries for electric cars will generate profits. What does seem clear, however, is that investments will be necessary in advance. Varta has a proven technology and benefits from the popularity of headphones and other small devices. The energy experts also have solutions for medical technology. However, the share is trapped in a sideways movement. The high volatility of recent months makes a chart-technical interpretation of the situation at Varta difficult. Uncertainty dominates here. These are poor conditions for investment.

    Deutsche Rohstoff is heading for the dividend

    The chart picture for Deutsche Rohstoff AG is different from that of Varta. The Company is looking at a stable upward trend - in the past three months alone the share price has increased by almost 30%. Deutsche Rohstoff AG produces oil in the USA. Last year, a subsidiary of the Company in Wyoming also succeeded in purchasing production areas on favorable terms. In addition to the oil business, Deutsche Rohstoff AG also has a stake in Almonty Industries, which has a producing tungsten mine in Southern Europe and recently celebrated the topping out ceremony of its Sangdong tungsten mine in South Korea. This project is considered the largest tungsten mine outside China and could make a notable contribution to the Company's success. Other investments include tin and rare earths.

    In fiscal 2020, Deutsche Rohstoff AG delivered sales of EUR 38.7 million and EBITDA of EUR 23.9 million. In 2021, the Company expects even better figures and recently reported an excellent start to the year. A good fiscal year 2021 should also lay the foundation for a dividend, which the Company could pay out again for the first time next year. The Deutsche Rohstoff AG share offers access to various promising commodities, has been on the market for many years and is suitable for German investors as an alternative to foreign companies. The share has left the crisis behind and could now head for the EUR 20 mark.


    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.


    Der Autor

    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.

    About the author



    Related comments:

    Commented by André Will-Laudien on June 10th, 2024 | 06:45 CEST

    Nasdaq short bets remain dangerous! TUI, Saturn Oil + Gas, Plug Power, and Evotec in the crosshairs

    • Mining
    • Oil
    • renewableenergies
    • Travel
    • Biotechnology

    Last week, Nvidia shares gave the bears a scare. Despite massive price gains in recent months, the shares of the specialist for high-performance chips gained another 20%, adding USD 600 billion to its valuation. Now, behind Microsoft, Nvidia is the second most valuable company in the world, surpassing even Apple. Of course, this did not happen without reason because, as of today, the share is trading at 1:10, which means a tenfold increase in the number of shares in the portfolio for shareholders. This does not change the market value per se, as the share price is also reduced by 90% at the opening. The aim is to make the share more accessible and allow retail investors to get involved. Stock splits of this kind are common on the NASDAQ and have often brought investors additional price gains in the following months. Where are the opportunities for investors?

    Read

    Commented by Armin Schulz on June 5th, 2024 | 07:00 CEST

    Bayer, Saturn Oil + Gas, TUI - Big price gains beckon here

    • Mining
    • Oil
    • Pharma
    • Travel

    The shares of Bayer, Saturn Oil & Gas and TUI have the potential to rise in the near future. At Bayer, the negative effects of the challenging year 2023 appear to have been priced in. Saturn Oil & Gas impresses with a strong cash flow and is traded as a future dividend share. Analysts see potential of over 100% here. TUI's balance sheet problems have largely been resolved, and the forecasts for 2024 and the summer season promise record bookings, which could give the share an additional boost - reason enough for us to take a closer look at the three companies.

    Read

    Commented by Stefan Feulner on May 27th, 2024 | 07:30 CEST

    Rheinmetall, Saturn Oil + Gas, Canopy Growth - Financial sustainability as a return booster

    • Mining
    • Oil
    • Defense
    • Cannabis

    Sustainability is one of the most significant issues of our time, including on the stock market. In the past, ESG-labeled investments have sprung up like mushrooms. In contrast, investments in socially and ecologically harmful sectors were avoided at the expense of returns. When looking at performance, a striking number of top performers come from sectors such as armaments, oil and gas or cannabis. Listed companies from these sectors are likely to continue their upward trend in the future.

    Read