RHEINMETALL AG
Commented by André Will-Laudien on June 17th, 2024 | 06:45 CEST
Acute threat? Armaments and high-tech in the crosshairs: Aixtron, Almonty Industries, Rheinmetall and Hensoldt
The recent European elections have enabled the conservative camp to make significant gains. Undoubtedly, a whole bouquet of issues has led to the so-called "shift to the right". In times of war, however, the neutral observer may not be surprised that the self-proclaimed peace parties, represented by the colours red and green, have lost considerable ground. After all, the competence for peacemaking and security in Europe tends to be found in the conservative camp. The capital markets currently favour high-tech and armaments, orders are booming, and growth is assured for years to come. It is now crucial for stock market players to take a closer look at these sectors, as the high-yield performers of the first half of the year appear to be correcting more strongly. What will happen here in the medium term?
Read
Commented by Fabian Lorenz on June 13th, 2024 | 07:00 CEST
Stocks on the verge of a breakout! Rheinmetall, TUI, Desert Gold
Will Rheinmetall soon reach a new all-time high? An insider thinks so and is buying a sizeable block of shares in the armaments group. The news situation could hardly be better for the DAX-listed company. The price of gold could also break out and rise to USD 2,700 in the next wave, according to a renowned expert. Desert Gold should benefit noticeably from this. The Company's market capitalization is only a fraction of the proven gold resource, and drilling continues. And what is TUI doing? The share is not making any real progress. However, it should benefit from the FTI collapse, and the crucial summer season brings a high booking volume.
Read
Commented by Armin Schulz on June 12th, 2024 | 06:45 CEST
Volkswagen changes strategy! Can Power Nickel and Rheinmetall benefit?
In an increasingly volatile global economy, companies face unprecedented challenges and opportunities. Although Volkswagen, Power Nickel, and Rheinmetall may appear to represent different industries at first glance, the companies are often interconnected. Now that Volkswagen, as an automotive giant and key player in the mobility sector, is suddenly adjusting its strategy, it is worth taking a closer look at the impact on other companies. We explain Volkswagen's adjustments and where there are overlaps with Power Nickel and Rheinmetall.
Read
Commented by Juliane Zielonka on June 6th, 2024 | 07:30 CEST
First Hydrogen, RWE, Rheinmetall - Sustainable investments with hydrogen and armaments
According to estimates, the global hydrogen production market will reach USD 230.81 billion by 2030. Both governments and industry are, therefore, in favour of the rapid development of this technology. The Canadian company First Hydrogen has already successfully tested a hydrogen fuel cell-powered van specially developed for the logistics sector. International logistics companies and vehicle manufacturers are now signaling their interest in working together. The energy company RWE is also focusing on hydrogen. The construction of hydrogen power plants in Germany is to be driven forward with two European partners. Rheinmetall, on the other hand, is expanding into the Baltic States. A new ammunition plant is being built in Lithuania. This will result in many lucrative advantages for the German group. Which investment is most likely to yield returns?
Read
Commented by Fabian Lorenz on June 5th, 2024 | 06:45 CEST
Share price rise! Nel ASA, Rheinmetall, Almonty Industries - Which momentum share is running out of steam?
Will the Rheinmetall share end its consolidation and rise to a new all-time high? The chances are good. The armaments group is receiving one order after another - most recently from the German government and Lithuania. Analysts believe the share has around 30% potential. The Almonty Industries share has gained around 30% in recent months. The momentum for the tungsten producer is likely to continue. In China - the number one producer country - prices are rising to a 10-year high, and production is falling at the same time. This could hardly be a better time for Almonty to commission a new mine. The share price momentum at Nel ASA seems to be running out of steam. Or can the latest news provide support?
Read
Commented by André Will-Laudien on June 3rd, 2024 | 07:15 CEST
Armaments are becoming socially acceptable, and Hydrogen is finally turning! Rheinmetall, Hensoldt, dynaCERT, Nel ASA and Plug Power in focus!
Who would have thought armaments would become acceptable under a pacifist red-green government? Never before have the opportunities for German defense stocks been as great as they are now. This is because the significant increase in geopolitical conflicts has heightened the need for security in Central Europe. In addition, the EU wants to show its support for Ukraine against the aggressor Russia and is ordering substantial amounts of war materials. In contrast, hydrogen values have almost been forgotten in the last two years. But now, there could be a revival. We look at two sectors with different underlying conditions. Investors should sharpen their senses now!
Read
Commented by Stefan Feulner on May 27th, 2024 | 07:30 CEST
Rheinmetall, Saturn Oil + Gas, Canopy Growth - Financial sustainability as a return booster
Sustainability is one of the most significant issues of our time, including on the stock market. In the past, ESG-labeled investments have sprung up like mushrooms. In contrast, investments in socially and ecologically harmful sectors were avoided at the expense of returns. When looking at performance, a striking number of top performers come from sectors such as armaments, oil and gas or cannabis. Listed companies from these sectors are likely to continue their upward trend in the future.
Read
Commented by Armin Schulz on May 27th, 2024 | 07:15 CEST
Royal Helium, Rheinmetall, AMD - High-tech shares fly only with helium
On the stock market, certain sectors are in the spotlight when it comes to impressive growth rates and innovative technologies. One of these sectors is undoubtedly high-tech shares. Among the many components that are crucial to the success of these companies, there is one resource that is often overlooked but nevertheless central: helium. This inconspicuous noble gas plays an indispensable role in the manufacture and development of numerous high-tech products. From semiconductors and medical devices to defense technologies, helium enables precise and efficient processes that would otherwise be impossible. Without this valuable resource, many technological innovations would not be able to reach their full potential, and some stocks would falter.
Read
Commented by André Will-Laudien on May 22nd, 2024 | 07:15 CEST
The party is over - Sell defense stocks now! Rheinmetall, First Hydrogen, Renk and Hensoldt
While the DAX and NASDAQ are reaching new highs, sectors like armaments and high-tech are taking a break. After an extended rally, it is also good to see other stocks coming back into focus. A surprising rebound in Plug Power sent the bombed-out stock soaring by 80%, but unfortunately, 60% of this gain was quickly lost. Easy come, easy go! A significant sell-off occurred at Renk, raising the question of when Rheinmetall and Hensoldt might follow suit. We analyze the current trends in more detail.
Read
Commented by Juliane Zielonka on May 17th, 2024 | 07:00 CEST
Almonty, Rheinmetall, Super Micro Computer - Commodity rally for defense and cloud
AI and defense stocks are setting the stock market on fire. Investors worldwide seem to have acquired a taste for artificial intelligence and defense. Wall Street is expecting a four-digit price target for Super Micro Computer soon. Rheinmetall is also enjoying full order books. Since the takeover of a Spanish ammunition manufacturer, production has also increased in this segment. Meanwhile, tensions between the largest economies, the USA and China, are growing enormously, which is reason enough for investors to take a look at Almonty Industries. The tungsten producer is on course for growth thanks to the restart of a mine in South Korea. Tungsten is rising in value as the increase in AI, and armaments are directly boosting demand for the rare earth metal. Who will win the stock market race?
Read