RHEINMETALL AG
Commented by Armin Schulz on October 17th, 2024 | 07:30 CEST
Rheinmetall, Almonty Industries, AMD – These stocks have tailwinds
Stocks in certain sectors, particularly the defense industry, tungsten producers, and chipmakers for artificial intelligence, are currently experiencing strong tailwinds. The increasing geopolitical uncertainty and rising defense spending are driving the defense industry. Tungsten is in high demand as an essential material for technology and defense purposes, which benefits tungsten producers. At the same time, advancements in artificial intelligence are driving demand for specialized chips, which benefits chip manufacturers. These developments are creating attractive investment opportunities as the strategic importance and growth prospects of these industries continue to increase and attract investors.
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Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST
New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?
With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?
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Commented by Armin Schulz on September 10th, 2024 | 07:00 CEST
Rheinmetall and Saturn Oil + Gas are making money - What is next for Volkswagen?
The stock market is a place of constant change. For a long time, Volkswagen was regarded as one of the largest car manufacturers in the world, while Saturn Oil & Gas and Rheinmetall led a somewhat shadowy existence. At times, it was not even possible to buy shares in defense companies through some banks. However, the tide has turned. The companies from Düsseldorf and Canada are now making a lot of money and have developed very well. In contrast, Volkswagen, a big name in the automotive industry, is currently struggling with serious problems. In our article, we shed light on what these developments mean for investors and examine what opportunities and risks exist.
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Commented by André Will-Laudien on September 4th, 2024 | 07:15 CEST
DAX correction - Time to sell defense stocks? Rheinmetall, Renk, First Hydrogen, thyssenkrupp, and nucera
What an incredible rally in just four weeks! At the beginning of August, the DAX 40 index was still at 17,200 points - yesterday, for the first time, it was close to the 19,000 mark. And all against the backdrop of a flimsy interest rate cut announcement from the US. Once again, investors are betting on a big wave of interest rate cuts, but will they materialize? Although inflation is falling slightly, the price of goods and services has risen by a good 50% in the last four years. We are not referring to the misleading consumer price index of the statisticians but rather to the "menu of the people." We are talking about restaurants, consumption, mobility, and housing. The most significant increase has likely been in the housing sector, where energy prices, insurance costs, and rents have risen dramatically. Soon, even homeowners will be affected by property tax, as the wheel of inflation continues to turn. Equities have once again surged ahead as war and expensive raw materials fuel the market. Where are the opportunities for investors?
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Commented by Armin Schulz on September 2nd, 2024 | 07:00 CEST
Almonty Industries, Rheinmetall, Intel - The invisible engine of high-tech applications is called tungsten!
Tungsten, often operating behind the scenes, plays a central role in some of the most innovative and technologically sophisticated industries in the world. As a high-tech raw material, tungsten is essential for the production of modern microchips and electronic devices that shape our everyday lives. At the same time, it is an indispensable component in the defense industry, where its exceptional hardness and resilience contribute significantly to the development of advanced weapons systems. Due to its properties, tungsten is also being used increasingly in batteries. Nevertheless, the importance of this critical raw material is often underestimated.
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Commented by Fabian Lorenz on August 28th, 2024 | 07:30 CEST
Share buyback and buy recommendation! Rheinmetall, Aixtron, Saturn Oil + Gas share
Rheinmetall shares well above EUR 600? At least, that is what analysts believe. However, the share of the armaments group is currently struggling somewhat after reaching an all-time high of over EUR 560. But if Rheinmetall now also conquers space, new record highs should only be a matter of time. Analysts believe Saturn Oil & Gas shares have almost 200% upside potential. The oil company, with a market capitalization of over CAD 500 million, is increasingly becoming a free cash flow monster and now plans to use this for share buybacks. Analysts are also taking a positive view of Aixtron again. The technology company confirmed its forecast at an investor conference. How far can the share rise?
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Commented by Fabian Lorenz on August 23rd, 2024 | 07:00 CEST
Share price jump and share buyback! Rheinmetall, Barrick Gold, Globex Mining
When will the consolidation of Rheinmetall shares end? After jumping to a new all-time high last week, the share price has gone into reverse gear this week. News from Germany and Poland is unsettling investors. What do analysts say? In contrast, Barrick Gold is doing well. Following convincing quarterly figures, the share is on the verge of breaking through a long-standing resistance level. Globex Mining is also benefiting from the gold boom. The mining incubator is impressing with a positive news flow. Can the share buyback program boost the share? Experts see an opportunity for outperformance.
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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST
New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon
The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.
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Commented by Fabian Lorenz on August 15th, 2024 | 07:15 CEST
Takeover! Records! All-time high! Rheinmetall, Barrick Gold, Prismo Metals, and TUI
Strong figures, a takeover, and a share at an all-time high - Rheinmetall is bursting with strength. How much further can the share go? The gold price is also at an all-time high, and industry heavyweight Barrick has released strong figures. Is this finally the time for gold shares and explorers in particular? One exciting candidate is Prismo Metals. The Canadians are not only drilling for gold but also for copper and silver. The newcomer appears to be ripe for a price surge. The TUI share is still a long way from its all-time high. However, a competitor's operational development and insolvency give hope for rising share prices.
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Commented by André Will-Laudien on August 12th, 2024 | 07:45 CEST
After the crash, buy defense, big data, and high-tech now! Rheinmetall, BYD, VW, Globex Mining, and Palantir in focus
The DAX had gained a good 13% by the summer, while the tech-heavy NASDAQ 100 index saw an even more significant increase of 24%. However, much of this progress has melted away in recent weeks. Due to ongoing geopolitical uncertainties, especially in the Middle East, the stock markets experienced a summer setback. This is not uncommon for this time of year. There are often index corrections, which then transition seamlessly into the year-end rally from late fall. The FED could be the driving force this year. Renowned investment banks expect the September meeting to mark the start of a longer cycle of interest rate cuts by a total of 5 measures. This would likely mark the starting signal for the next super bull markets. Before then, we will separate the wheat from the chaff to ensure your portfolio is correctly positioned.
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