INFINEON TECH.AG NA O.N.
Commented by Armin Schulz on February 4th, 2022 | 13:56 CET
Infineon, MAS Gold, E.ON - Inflation and supply bottlenecks cause rising prices
According to the Federal Statistical Office, inflation in Germany was 4.9% in January. Experts had expected only 4.4%. Inflation rates were particularly high for energy prices. According to ECB President Lagarde, an interest rate increase is not currently under discussion. However, since Lagarde had already miscalculated the inflation rate, there are more and more voices saying that the ECB will have to raise interest rates after all. The Fed has already hinted at an interest rate hike in March. In addition to inflation, supply bottlenecks are causing prices to rise. The automotive industry still has too few chips to ramp up production again. Today, we look at three companies benefiting from the circumstances.
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Commented by Carsten Mainitz on January 28th, 2022 | 11:15 CET
Infineon, BrainChip, Advanced Micro Devices - Winners of the chip boom!
Climate change, mobility change, health technology - none of these megatrends can do without semiconductors. These marvels created from the desert sand are indispensable for every kind of modern technology. If they become scarce, everyone will feel the effects. Car drivers, video gamers and Bitcoin miners have been united in their suffering in recent months: waiting times of several months because chip producers could no longer keep up with production. But one man's sorrow is another man's joy: these stocks will benefit massively from the chip boom.
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Commented by André Will-Laudien on January 6th, 2022 | 13:39 CET
Nvidia, BrainChip, Daimler, Infineon - Not only Tesla can build e-cars!
Intelligent and powerful chips remain in demand like road salt in the depths of winter. The supply chains are still struggling, and the scarce raw materials are increasing the cost prices. As a result, prices for high-tech materials will continue to skyrocket in the new year. The car manufacturers will probably be hit hardest, as it will not be possible to raise prices at will, especially in Europe, because of foreign competition. Innovation could be an effective means of combating the erosion of margins. We present a few innovative ideas for investors.
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Commented by Armin Schulz on December 27th, 2021 | 09:03 CET
Infineon, BrainChip, Nvidia - The chip market remains hot
First and foremost, the automotive sector suffered from a lack of chips in 2021. Blaming everything on Corona alone is too short-sighted. The pandemic is certainly a factor, but the rapid economic recovery caught companies off guard. Added to this was digitization, partly also pandemic-related, which boosted demand for semiconductors more than the already high structural semiconductor demand. A few weather-related production stoppages and disrupted supply chains later, the situation was as it currently stands. Intel does not expect the situation to slowly calm down until 2023. Reason enough to take a look at three chip manufacturers.
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Commented by Stefan Feulner on December 22nd, 2021 | 13:33 CET
Infineon, Saturn Oil + Gas, S&T - A lot of movement at the end of the year
A lot is happening in the last stock market days of 2021. Fears of further lockdowns due to the Omicron variant are weighing on the markets, as are concerns about interest rate hikes in the near future. As a result, the DAX is denied a final spurt towards 16,000 points. The oil price is also consolidating due to the economic risks resulting from possible imminent lockdowns. Finally, Turkish President Recep Tayyip Erdogan caused a drumbeat by introducing several measures to prevent further dollarization of the economy. He succeeded in the short term, with the Turkish lira recovering by around 30% within minutes.
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Commented by André Will-Laudien on December 15th, 2021 | 12:30 CET
Infineon, Nevada Copper, Nvidia - The high-tech industry in the copper trap!
Copper is an essential metal for the high-tech industry because of its extreme conductivity. Since 2019, there has already been a supply deficit, and from 2020 to 2021, the price has increased fivefold. A study on copper commissioned by the International Copper Association (ICA) shows that by 2030, more than 250,000 tons of copper per year will be used as part of the windings in electric traction motors in electric vehicles on the road. The increase in copper demand follows the development of the global automotive market, as electric and plug-in hybrid cars will account for around 19% of the total market by 2030. How is the gap closing?
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Commented by André Will-Laudien on November 23rd, 2021 | 12:22 CET
Rivian Automotive, BrainChip, Infineon, Nvidia - These are jumps à la Tesla!
It looks like technology investors are moving into the all-in phase. Certain industries are likely expected to grow indefinitely, and this is especially true for e-mobility, lithium, hydrogen, and most recently, the chip industry. Despite all understanding for the improved prospects due to the omnipresent shortage and the political closing of ranks in favor of climate-friendly technologies, does this mean that one has to pay price-turnover ratios of 100 or even 1000 on the stock exchange? The new automotive stock Rivian had a valuation of over USD 150 billion right at the start of the stock market and had not yet sold a single car. In the year 2000, it was also thought that sales and profits could not be a benchmark for share price performance.
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Commented by Armin Schulz on November 15th, 2021 | 11:31 CET
Infineon, Almonty Industries, K+S - Profiting from supply bottlenecks
It is not only the printing presses of the central banks that are causing inflation in the USA and Europe but also the supply bottlenecks in more and more sectors. The chip shortage has been known for some time, but there is already a shortage of raw materials such as steel, cement, copper, nickel, tungsten, and even fertilizers. The infrastructure package of the USA, which was passed a good week ago, contributes its part to this. In addition to the existing packages, another USD 550 billion package will further fuel demand in the commodities mentioned above. The beneficiaries will be the producers, three of which we take a closer look at today.
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Commented by Stefan Feulner on October 22nd, 2021 | 13:23 CEST
Infineon, Sierra Grande Minerals, Xiaomi - New attack
2020 shows an extreme increase in government debt in the Eurozone. Due to the Corona Crisis, the ratio of public debt to gross domestic product increased to 90.7%, according to the Eurostat statistics agency. The situation worsened further in the crisis countries, especially in Greece. There, the debt-to-GDP ratio was 205.6%, followed by Italy with 155.8% and Portugal with 133.6%. There is no end in sight to this spiral. In the long term, however, investors can protect themselves by investing in the precious metals sector.
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Commented by André Will-Laudien on October 12th, 2021 | 13:09 CEST
Infineon, BrainChip, Palantir - Spoiled for choice!
The chip shortage is having an increasingly negative impact on supply chains. In Mecklenburg-Vorpommern, short-time work has now been declared at some suppliers to the automotive industry. First, the pandemic and the associated uncertainties among consumers caused less demand. Now, demand is suddenly back, but it cannot be satisfied because the supply chains from Asia are not yet functioning properly. Market observers expect these constraints to continue into next year. The chip crisis has now existed since the Evergreen disaster in the Suez Canal and seems to be with us for longer. We take a look at some tech stocks in the near vicinity.
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