INFINEON TECH.AG NA O.N.
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.
Read
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.
Read
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.
Read
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?
Read
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.
Read
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.
Read
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.
Read
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.
Read
Commented by Stefan Feulner on October 6th, 2021 | 10:26 CEST
Steinhoff, MAS Gold, Infineon - The sleeping giant
Rising inflation, historically high government debt, and central banks continue to open the money floodgates and keep interest rates at zero. One would think gold should be more in demand than ever due to the general data. But the precious metal has remained in a deep sleep since its highs of last year. The situation resembles that of about 5 years ago. Back then, the gold sentiment was poor, and interest in gold mining stocks was low until the precious yellow metal put in a performance of just under 30% in the subsequent 6 months. Incidentally, the gold mining index XAU exploded by around 180% in the same period.
Read
Commented by Nico Popp on September 30th, 2021 | 11:36 CEST
Infineon, AdTiger, Alibaba: China as a huge comeback opportunity
Digital business models have enormous advantages. One of the most important trump cards is scaling. Once a digital product is established on the market, more and more customers can acquire it without much effort. While classic industrial products depend on new factories, digital players simply buy in computing or storage capacity and serve the new demand at lightning speed. We have selected three exciting stocks related to digitalization.
Read