RHEINMETALL AG
Commented by Nico Popp on June 23rd, 2022 | 12:59 CEST
SPD's Klingbeil: Germany as a "leading power" - Rheinmetall, Kleos Space, Airbus
Armaments were long considered the "grubby child" of the capital market. The trend toward ESG-compliant investments ensured that the defense industry was excluded from many investment instruments from the outset. But then came February 24 with all its consequences. In the meantime, even SPD party leader Lars Klingbeil has come out in favour of Germany assuming the role of a "leading power" in military and diplomatic matters. Although the connection between "leadership ordered" and "leadership received" in Germany under Federal Chancellor Olaf Scholz is not so clear so far, the political mills grind slowly, as is well known - especially in Germany. It is a good thing that rearmament is an international trend - at least for investors. We take a look at three stocks.
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Commented by Stefan Feulner on June 20th, 2022 | 10:57 CEST
A lot of movement at Rheinmetall, Aspermont and Deutsche Telekom
Stock markets around the globe continue to be in a downward spiral. Fears of a recession on the one hand and concerns about possible major interest rate hikes on the other have sent stock markets tumbling to new interim lows. In the process, the US markets, driven by technology stocks, entered a technical bear market last week with a loss of more than 20%. Nevertheless, most individual stocks are still clearly up since the lows in the wake of the Corona pandemic. Thus, in the current market environment, there are once again favourable entry opportunities in selected stocks.
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Commented by Fabian Lorenz on June 15th, 2022 | 13:47 CEST
Big bang for BYD and Rheinmetall: wallstreet:online insider buying
Investors need strong nerves at the moment. Stock markets worldwide are shaking, and it is not just technology stocks that are plummeting. But, there are also opportunities. It is important to check the portfolio and bet on the right shares. Rheinmetall seems to be unstoppable at the moment. Goldman Sachs sees significant upside potential, and the new Panther tank is causing a stir. Analysts are also optimistic about BYD, and speculation about a deal with Tesla is driving the share to a new all-time high in euro terms. wallstreet:online is a long way from that. But the business is going, insiders are buying shares, and analysts advise to buy.
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Commented by Stefan Feulner on June 13th, 2022 | 11:56 CEST
No bear market - Saturn Oil + Gas, BYD and Rheinmetall with new momentum
Due to the great uncertainties regarding the geopolitical situation and rampant inflation concerns, the markets are correcting drastically. The broad-based US leading index, S&P 500, is at the beginning of a bear market with a loss of almost 20% since the beginning of the year. While fear and panic prevail on the global stock markets, individual stocks from various sectors are moving in the opposite direction and even posting new highs. The seeds for further growth have now been sown at a growing oil producer.
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Commented by Stefan Feulner on June 9th, 2022 | 10:03 CEST
Rheinmetall and BYD with new partners and Triumph Gold facing long-term buy signal
The stock markets are nervous due to the continuing unresolved geopolitical problems. The mood fluctuates between optimism and pessimism, and a clear trend is not discernible. Apart from the Ukraine war, the predominant issue is how to contain the sharp rise in inflation without stifling economic growth. When considering the current statistics, further interest rate hikes are poison for the stock markets. In contrast, the traffic lights for precious metals have been fundamentally green for a long time, but the prices of gold and silver are trending south.
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Commented by André Will-Laudien on June 7th, 2022 | 13:23 CEST
Rheinmetall, Thyssen, Defense Metals, Airbus: Fighting the war with these blockbuster shares
The German government has reaffirmed the need for a powerful army and anchored the 100 billion euro special fund in the constitution before the Whitsun recess. The reason why the Basic Law had to be used for this was supposedly due to the budget issue because the red and green members of the government, in particular, do not want the general budget to be diminished by defense spending. Now it is here again, the reversal of the "peace dividend"; for many years, Germany in particular was able to profit from the reduction in defense spending. NATO welcomes the German decisions and now sees Germany as a paying "full partner" again. This also finally puts to rest Trump's demand for Berlin to contribute more to NATO peacekeeping costs. Where are the opportunities for investors now?
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Commented by Stefan Feulner on June 2nd, 2022 | 11:45 CEST
Shares before the breakthrough! News at Salesforce, Barsele Minerals and Rheinmetall
The number season is coming to an end. SAP's competitor Salesforce was one of the last to report and shone in the outlook by raising its annual forecasts. The order books of defense contractor and automotive supplier Rheinmetall are also more than full at the moment. Although another major order has been added, the share price is reacting only slightly. The situation is similar for gold mining stocks. Despite excellent conditions and undervalued assets, prices continue to correct - a long-term, anticyclical entry opportunity.
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Commented by Armin Schulz on June 1st, 2022 | 11:06 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - Defense stocks as portfolio boosters?
The Ukraine crisis has been with us for over three months now. While many stocks went downhill at the beginning of the war, the situation was quite different for defense stocks. Here the quotations increased sometimes significantly. Of course, every investor has to clarify the moral question for himself. But if you want to invest your money in defense stocks, a few points speak in favor of an investment. On the one hand, there is the trend toward more defense spending, which has continued year after year since 2014. Second, confidence in Russia has been permanently shaken, and it will take years, if not decades, to repair the damage. We look at three companies that manufacture products for the defense industry.
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Commented by Stefan Feulner on May 24th, 2022 | 11:23 CEST
Lufthansa, wallstreet:online, Rheinmetall - The mood brightens
At this year's World Economic Forum in Davos, Switzerland, Robert Habeck, Germany's Minister for the Economy and Climate Protection warned of a global recession. Specifically, he said, there were four sources of danger in the form of high inflation, an energy crisis, food shortages and the climate crisis. In contrast, the mood of the German economy brightened considerably in May, despite the Ukraine conflict. "The German economy is proving robust despite inflation concerns, material shortages and the war in Ukraine," Ifo President Clemens Fuest said. "Signs of a recession are not visible at present." Ideal conditions for further rising quotations. Thus, several indices are again on the verge of striking buy signals.
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Commented by Nico Popp on May 23rd, 2022 | 10:36 CEST
Long on war with Rheinmetall, Defense Metals, BYD
Armaments are booming! As early as 2021, global military spending reached USD 2.113 trillion, according to the Stockholm-based peace research institute SIPRI. That was followed by Russia's invasion of Ukraine and the West's surprisingly united response. Currently, numerous weapons are arriving in Ukraine from many countries around the world. A high-ranking Russian military observer recently even said on TV that almost the whole world was against Russia. At the same time, Sweden and Finland are striving to join NATO. Additional billions for the armament sector are inevitable. We present three stocks that are booming.
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