BYD CO. LTD H YC 1
Commented by Armin Schulz on March 4th, 2025 | 07:00 CET
BYD, Nova Pacific Metals, Nordex – From raw materials to electric vehicles or wind turbines: The strategies behind the boom
In a world caught between climate targets and geopolitical tensions, three companies in seemingly different industries are driving the green transformation with disruptive technology and strategic foresight. In recent months, the EU has announced two infrastructure packages worth billions for renewable energies and critical raw materials. Whether e-mobility, mineral raw materials or wind power – they all share one goal: to redefine their sectors. However, the starting point is always the raw materials needed for the electrification of the world.
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Commented by André Will-Laudien on February 26th, 2025 | 07:00 CET
Elon Musk is losing, now comes hydrogen! Watch out for BYD, Plug Power, First Hydrogen, and Mercedes
Tesla has already lost its leading role to BYD, but there are other winners from the Texan crash. Mercedes is one of the profiteers. First Hydrogen is ready to roll out its innovative solutions. Since nuclear power plants are almost emission-free during operation, the carbon footprint of green hydrogen from nuclear energy is comparable to that from renewable sources such as wind and solar. Unlike wind or solar energy, nuclear power can produce electricity around the clock because it is not dependent on weather conditions. In countries such as France, Finland, and Japan, nuclear energy is already being considered as an option for hydrogen production to drive the decarbonization of industry. Which stocks are coming to the fore as a result?
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Commented by Armin Schulz on February 25th, 2025 | 07:30 CET
Renk in the defense boom - Power Metallic Mines and BYD are also high flyers and uniquely positioned
In a world rapidly moving towards decarbonization, companies that have long operated in the shadow of well-known tech giants are suddenly in the spotlight. The EU's agreement on the Critical Raw Materials Act last year highlights how vital access to key resources and innovative manufacturing solutions has become. The stocks of the three companies presented here have one thing in common: they have risen significantly in recent weeks. Renk through high-precision technology for the defense and automotive industries, Power Metallic Mines through essential metals, and BYD through disruptive mobility concepts.
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Commented by Armin Schulz on February 20th, 2025 | 07:00 CET
BYD, Benton Resources, Nordex – Copper Boom: The hidden treasure of the greentech industry
In a world balancing between climate targets and geopolitical tensions, three companies are working on the future of the energy and mobility transition and depend on critical raw materials like copper. While the 2025 German federal election is reigniting the debate on renewable energies – with demands for clear framework conditions for wind power and critical voices from the political arena – other players are pushing ahead with disruptive technologies. BYD showcases the future with AI-driven assistance systems. Benton Resources is unlocking key resources for green technologies like copper, nickel, zinc, and gold, and Nordex receives record orders despite uncertain markets. These companies have more in common than their focus on sustainability: they represent a new era of innovation in which strategic decisions made today determine tomorrow's competitiveness.
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Commented by Stefan Feulner on February 19th, 2025 | 07:50 CET
BYD, First Phosphate, AppLovin – Unstoppable
After the numbers season reached its peak last week, the US stock markets remained closed due to Presidents' Day, which is celebrated every year on the third Monday in February and honors the Presidents of the United States, particularly George Washington and Abraham Lincoln. Nevertheless, the markets were in turmoil, partly due to US Vice President J.D. Vance's speech at the Munich Security Conference. The Ukrainian index continued to rise on the back of expected peace talks between the US and Russia, while the DAX continued its record streak, surpassing 22,700 points.
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Commented by André Will-Laudien on February 12th, 2025 | 08:00 CET
Mega rally at First Phosphate, Renk, VW, and BYD with buy signals
The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?
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Commented by Stefan Feulner on February 10th, 2025 | 07:00 CET
BYD, Power Nickel, Rheinmetall – Top high flyers with further potential
After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.
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Commented by Juliane Zielonka on February 6th, 2025 | 08:30 CET
Palantir, First Phosphate, BYD – AI, battery raw materials, and e-mobility are driving growth
Fresh quarterly figures and new projects for the electrified world shape this week's stock market. Palantir is posting impressive quarterly figures and achieving new price jumps on the stock market. Investors can expect further growth from the US company with the DOGE project from Trump and Musk. DOGE is streamlining bureaucratic structures, a huge opportunity for Palantir. Raw material producer First Phosphate is positioning itself in the booming market for LFP batteries and is planning sustainable large-scale production of battery raw materials in Canada. Meanwhile, Chinese electric automaker BYD is strengthening its presence in Germany with the appointment of an experienced domestic sales director and setting ambitious sales targets of 50,000 vehicles per year. The details.
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Commented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
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Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
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