Close menu




BYD CO. LTD H YC 1

Photo credits: pixabay.com

Commented by Armin Schulz on December 5th, 2022 | 11:18 CET

BYD, First Hydrogen, Daimler Truck - Green solutions as a booster for the portfolio

  • Hydrogen
  • GreenTech
  • Electromobility

With the climate crisis worsening, the need for viable solutions and systems to reduce emissions is greater than ever. One area that has a major impact on emissions is freight transport. As the demand for freight transportation increases, so does the emissions released into the atmosphere. This not only has a serious impact on the environment but also affects the sustainability of the freight transport industry. So the question is, what kind of drive system will prevail in freight transport? Will it be electric propulsion or hydrogen propulsion with its fuel cells? We take a look at three companies that are focusing on different drive systems.

Read

Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET

Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!

  • Mining
  • Tungsten
  • RareEarths
  • renewableenergies
  • Electromobility

The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?

Read

Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET

BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future

  • Mining
  • Gold
  • RareEarths
  • Defense

Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.

Read

Commented by André Will-Laudien on November 30th, 2022 | 11:58 CET

What to buy cheap? BYD and Uniper, BASF and Manuka Resources are on the rise

  • Mining
  • Commodities
  • Electromobility
  • chemicals

Even if BYD delivers close to 100,000 vehicles to Sixt in the next few years, this is not a guarantee for rising share prices. After all, major shareholder Warren Buffet is divesting his Chinese hobby horse. Does he know more? Is it a portfolio decision, or does he want to preemptively counter possible geopolitical surprises related to Taiwan? We do not know. The fact remains: Buffet has a lot of followers, and that is forcing the BYD price further and further down. Meanwhile, BASF reports good numbers and pushes further north with a seasonally firm DAX - who would have thought? We dive a little deeper.

Read

Commented by Nico Popp on November 28th, 2022 | 12:25 CET

Is this patent causing a rare earths quake? Nordex, Defense Metals, BYD

  • Mining
  • RareEarths
  • Defense
  • renewableenergies

Wind power is a crucial component of the energy transition. Rare earths are used to increase the efficiency of wind turbines and electric motors. Dysprosium and terbium, in particular, are in demand. But although rare earths are anything but rare, they are only found in a few regions worldwide. Scientists at Darmstadt Technical University have now developed processes to use rare earths more efficiently. We explain the technology and shed light on three stocks related to rare earths.

Read

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.

Read

Commented by Nico Popp on November 22nd, 2022 | 10:44 CET

Batteries: The new premium class - BYD, Almonty Industries, Varta

  • Mining
  • Tungsten
  • Electromobility
  • Batteries

When it comes to everyday products, we all have clear ideas about prices. For a long time, the EUR 2 mark, for example, was considered an average price for a piece of butter. But as soon as it becomes more expensive, it is worth a headline in a newspaper with big letters. It is a different story with cars or other high-quality products. Thanks to high-quality workmanship and technology, customers are willing to pay more than the actual market prices. In economics, the difference between the high price and the market price is called producer surplus. We present three companies that want to skim off this producer surplus.

Read

Commented by Armin Schulz on November 21st, 2022 | 14:22 CET

BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio

  • Hydrogen
  • greenhydrogen
  • Electromobility

The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.

Read

Commented by Fabian Lorenz on November 18th, 2022 | 10:15 CET

Shares of Nordex, BYD, and Almonty Industries: Winners of the energy transition

  • Mining
  • Tungsten
  • Electromobility

The energy turnaround is becoming unbearable. But it will take time for the world to switch to renewable energies in private and public life. Today, we take a look at three winning stocks. Among them is BYD. The Chinese carmaker has switched to hybrid and all-electric vehicles and is on track to take Tesla's place as the leading electric carmaker. The first three models for Germany have now been confirmed. At Nordex, sentiment is improving. The share price has jumped, and a large order gives hope. However, wind turbines and batteries cannot be manufactured without raw materials such as tungsten. Now a German research house has taken a closer look at Almonty Industries. The share is on the verge of a revaluation and has a price potential of 100%.

Read

Commented by Stefan Feulner on November 15th, 2022 | 10:13 CET

BYD, Altech Advanced Materials, Nio - New players in the multi-billion market

  • Electromobility
  • Batteries

Electromobility is seen as having no alternative in the transformation of the transport sector. In 2021 alone, the number of new registrations and the market share of battery-powered vehicles more than doubled. In addition to the charging infrastructure, battery efficiency plays a decisive role in the spread of e-cars. However, a German company is poised to become the new standard on the market by developing a novel coating method. With the establishment of a joint venture, the Company is also researching a revolutionary battery technology that works without the critical raw material lithium.

Read