RHEINMETALL AG
Commented by Stefan Feulner on January 4th, 2023 | 07:23 CET
Rheinmetall, Globex Mining, Brenntag - Just before the breakout
The themes of the past year are likely to continue to dominate the markets in 2023. Despite excellent prospects, shares from the renewable energy and electromobility sectors corrected strongly and are currently trading at attractive long-term levels. Due to strong demand from this sector and the strengthening of the defense sector since the Ukraine conflict, commodity producers benefit in turn. In particular, companies from the Western world are likely to move closer into focus here.
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Commented by Stefan Feulner on December 29th, 2022 | 09:24 CET
Nio, Altech Advanced Materials, Rheinmetall - Still on trend
The prevailing themes from last year will continue to be in vogue in 2023. Due to the political strategy of achieving peace through heavy weapons, the order situation for defense companies should improve even further. In addition, electric carmakers should continue to top the sales figures from the fiscal year ending in 2022. In terms of the efficiency of the battery, which is essential for electromobility, several companies worldwide are fighting for the crown. One German company has two hot irons in the fire.
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Commented by Juliane Zielonka on December 22nd, 2022 | 16:09 CET
Almonty Industries, Rheinmetall, Apple - Asia and Africa push business
Almonty Industries is creating the first underground LTE security network for mine workers and production equipment in cooperation with Korea Telecom. The technology will enable work at the Sangdong Mine to proceed more safely and quickly. Tungsten is used in smartphones and other applications. As one of the largest smartphone producers, Apple is expanding its business in India. 5% of iPhone production is to be handled from there. This is a consequence of the lockdown experience with China. Armaments giant Rheinmetall, on the other hand, is enjoying an order from South Africa.
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Commented by Stefan Feulner on December 13th, 2022 | 10:43 CET
Rheinmetall, Aspermont, BioNTech - Strong momentum
With its many drastic events, the turbulent stock market year 2022 is drawing to a close. With the Ukraine war, the change in monetary policy by central banks and rampant inflation, the year was characterized by strong uncertainty and high volatility, and it is almost certain to continue in the coming year. Nevertheless, the favourites are emerging more and more clearly from various sectors that should outperform the broad market in the months ahead.
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Commented by Stefan Feulner on December 1st, 2022 | 09:46 CET
BYD, Auxico Resources, Hensoldt, Rheinmetall - Prepared for the future
Russia's invasion of Ukraine at the end of February this year changed everything. While global stock markets fell into a state of shock, shares in defense companies boomed. With the arms buildup in the Western world, the future looks bright for companies that were still viewed critically before the war of aggression. However, in order to produce enough tanks, aircraft and other war equipment, the industry needs a variety of critical metals for which demand already exceeds supply.
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Commented by Juliane Zielonka on November 24th, 2022 | 14:14 CET
Rheinmetall, Saturn Oil + Gas, Amazon - These shares are growing in the face of crises
Tech groups like Amazon are laying off 10,000 employees to get back on track. Shareholders will be happy, and Amazon's Alexa department employees should quickly sign up with Indeed. The department is posting the biggest losses in 2022. Rheinmetall AG is off to a good start through the crisis. Thanks to the "ring swap" deal, the Düsseldorf-based company is now supplying the Greeks with fresh tanks. In turn, the Greeks give their Soviet-designed tanks to Ukraine's soldiers. Rheinmetall's share price has risen by 127.14% since the beginning of the year. Also among the crisis winners is Saturn Oil & Gas. With its numerous active oil drilling projects, investors have a broadly diversified portfolio at their disposal.
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Commented by Stefan Feulner on November 17th, 2022 | 12:10 CET
Rheinmetall, Defense Metals, Nordex - Top opportunities in critical commodities
A quick end to the Ukraine conflict is becoming increasingly remote due to recent events. NATO's military buildup is giving the global defense industry a boom that will likely lift company sales to a new level in the coming years. An important building block for implementing weapons systems is the use of rare earth metals. However, China has a monopoly on the critical raw material value chain, a country that is itself in the midst of an escalating conflict with Taiwan.
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Commented by Stefan Feulner on October 12th, 2022 | 10:25 CEST
Nordex, Defense Metals, Rheinmetall - Critical situation
Due to geopolitical tensions and the ongoing trade war between the US and China, the supply of critical raw materials is on high alert. Especially for the energy transition and the achievement of climate targets, materials that mostly have to be exported from the largest Asian economy are needed. Now, with the Minerals Security Partnership, MSP, an alliance of Western countries has been founded to establish a complete value chain within the partner countries. As a result, mining, processing and recycling projects from Western countries will be the primary beneficiaries in the coming years.
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Commented by André Will-Laudien on October 10th, 2022 | 13:33 CEST
High voltage is the order of the day here: Rheinmetall, Hensoldt, Kleos Space, and Kion under power!
In the current environment, good advice is expensive. Some fundamental analyses provide the most favorable valuation parameters in 5 years, while at the same time, the depressive environment is causing one major sell-off after another. Not even a year ago, equities were even considered "no alternative" by banks and fund managers in pension provisioning. Although this is true in the very long term, this calculation only works if the portfolio management system above it correctly assesses the big waves and sets the proper risk ratio. When looking at individual stocks, it is worth first looking at some bombed-out shares.
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Commented by Fabian Lorenz on September 15th, 2022 | 11:23 CEST
Nordex, Rheinmetall, Barsele Minerals: Turnaround potential!
These three stocks have turnaround potential. Admittedly, investing is not easy in the current environment with inflation, rising interest rates and war in Ukraine. But challenging times offer great opportunities. Take Rheinmetall, for example: The stock has corrected by over 30%, yet the prospects are good and analysts also see a price potential of over 70%. Nordex has many problems of its own making, but here too, the industry environment is right, thanks to global investment packages for renewable energy. At Barsele Minerals, the gold price is a burden, but in the meantime, the market capitalization is well below the asset's value, and the recent capital increase was significantly oversubscribed.
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