BYD CO. LTD H YC 1
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?
Read
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.
Read
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.
Read
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.
Read
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.
Read
Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
Read
Commented by Stefan Feulner on January 28th, 2025 | 07:00 CET
Rheinmetall, European Lithium, BYD – Drastic measures
The pressure from the former and current US president to increase defense spending among NATO partners remains high, which means that defense companies will likely face a revaluation. By contrast, subsidies for electric vehicles in the US are on the verge of being phased out. However, industry experts and analysts are convinced that the global trend towards electric mobility will remain unaffected. China remains the largest growth market for electric vehicles, with a share of 65% and 11 million vehicles sold, and the trend is rising. As a result, the demand for the basic raw material lithium is increasing.
Read
Commented by Armin Schulz on January 24th, 2025 | 07:15 CET
First Phosphate, Volkswagen, BYD – The automotive industry is in a flurry again
Donald Trump is wasting no time. On the day of his swearing-in, he signed several decrees and explicitly mentioned higher tariffs in his inaugural address. The new External Revenue Service will be responsible for working out exactly what these will look like. Trump wants to close the loopholes, such as imports via Mexico, in order to protect and strengthen his own economy. This is a disaster for the European automotive industry in particular because, after the difficulties in China, there is a risk of further losses in the second-largest sales market. In addition, vehicle manufacturers need more powerful batteries in their electric vehicles. Lithium iron phosphate (LFP) batteries are becoming more and more popular for this purpose. However, there is a bottleneck here as well. We take a closer look at the automotive market.
Read
Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
Read
Commented by Juliane Zielonka on January 20th, 2025 | 15:50 CET
D-Wave, European Lithium, BYD – Silicon Valley, the Alps, China: The tech axis of the future
The digital revolution is advancing in quantum leaps: the Silicon Valley company D-Wave is accelerating conventional computing processes by a factor of 2,000 with its groundbreaking quantum computing technology. Analysts predict that its share price will double this year. The Austrian company European Lithium is profiting from the unbroken demand for the same raw material. With its property in beautiful Carinthia, the exploration and mining company has the potential to take the lead among European lithium producers. Automaker BMW is already on board, having invested millions. Analysts predict a growth of 500% for European Lithium shares. In this phase of transformation, shifts in power are also becoming apparent: BYD, originally a battery manufacturer and now China's largest electric vehicle producer, plans to take over two German Volkswagen plants – a symbolic turning point in European industrial history. Where are the best opportunities for investors?
Read