INFINEON TECH.AG NA O.N.
Commented by Stefan Feulner on February 3rd, 2023 | 12:54 CET
BYD, Power Nickel and Infineon - News drives share prices
The events are overlapping. In addition to the daily geopolitical news, the central banks are in the spotlight these days. Despite a further interest rate step, the FED sent positive signals to the capital market because the end of the strict monetary policy is approaching. In addition, the reporting season started, which could offer several surprises already at the start. After the price corrections, many companies have opportunities for a sustainable rebound.
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Commented by Stefan Feulner on December 29th, 2022 | 09:32 CET
Infineon, Manuka Resources, Barrick Gold- The acquisition wave is underway
In times of inflation, rising interest rates, skyrocketing energy prices and global recession fears, the consolidation process will likely accelerate significantly in many industries next year. Capital-intensive, as yet unprofitable companies with an innovative business model face major challenges if they are to retain their independence in the future. Larger groups are already digging in their heels to prepare their portfolios for the future. Especially in the precious metals sector, increasing acquisition activity has been observed in recent weeks.
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Commented by Carsten Mainitz on September 22nd, 2022 | 10:25 CEST
Moderna, BrainChip Holdings, Infineon - And the winner is?
For many years now, the Boston Consulting Group (BCG) has been selecting the 50 most innovative companies in the world. A few days ago, the hit list was published for the sixteenth time. The top ranks are occupied by Apple, Microsoft, Amazon, Alphabet and Tesla. German companies are only found with Siemens from rank 20. Innovations play an important role for investors because they enable competitive advantages, which sooner or later translates into rising share prices. But global companies are not always the only ones to be considered; it is often lucrative to look at the second tier.
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Commented by André Will-Laudien on September 7th, 2022 | 13:41 CEST
Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW
It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?
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Commented by Stefan Feulner on August 17th, 2022 | 10:41 CEST
Positive signs - Infineon, Defence Therapeutics, MorphoSys
A well-known rule says that stock markets trade the future. At the moment, politicians and monetary watchdogs are fighting to contain rampant inflation on the one hand and to prevent a global recession from occurring on the other. Added to this are geopolitical tensions in Ukraine and Taiwan. But the capital market has been robust for weeks, with the DAX alone gaining around 1,500 points since the beginning of July in this year's summer slump. But things are not turning out as predicted by the crash prophets, who are again in the spotlight. There are increasing signs that the stock market has already seen its lows.
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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST
Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen
Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.
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Commented by Armin Schulz on August 8th, 2022 | 12:45 CEST
Infineon, BrainChip, Nvidia - Chip shortage will continue in 2022
The chip shortage is not only omnipresent in the automotive industry. Most recently, AOK was no longer able to issue electronic health cards to its policyholders because the chips were missing. According to McKinsey, the semiconductor industry is expected to grow by 6-8% annually until 2030. Nancy Pelosi's visit to Taiwan could further fuel the chip crisis in the future. It is important to know that the island nation produces about two-thirds of all microchips needed worldwide. There is a latent danger that China will want to annex Taiwan. The USA is already trying to make itself less dependent on Asia. To that end, a USD 369 billion semiconductor manufacturing stimulus bill has been passed by Congress. Today we look at three companies that will benefit from the investment.
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Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST
Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon
The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.
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Commented by André Will-Laudien on July 11th, 2022 | 15:32 CEST
Take advantage of the crash in these stocks: Infineon, Siemens, BrainChip and Apple in focus!
High-tech, cars, household appliances, smartphones, renewables - the list of products seems endless. What they all have in common is the need for smart chips: But the effects of the global chip shortage are omnipresent. From today's perspective, leaders would undoubtedly like to turn globalization back a bit because the relocation of production sites around the world is creating huge problems ranging from logistics to high procurement prices to completely destroyed supply chains. If Central Europe does not grasp its energy dependence on the East soon, hard times may lie ahead for local industrial locations. Where are the opportunities in a fragile environment?
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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