RHEINMETALL AG
Commented by Stefan Feulner on March 23rd, 2022 | 14:01 CET
Rheinmetall, Altech Advanced Materials, K+S - Seizing the momentum
Since the outbreak of the Ukraine conflict about three weeks ago and the announcement of sanctions against Russian goods and companies, the winners and losers on the stock market have clearly emerged. While defense companies were not an investment object for fund managers or private investors from an ethical point of view in the recent past, there is now a strong investment in companies such as Rheinmetall, Hensoldt & Co. At the same time, no defense contracts have yet been awarded by the German government, nor is it clear whether the necessary raw materials will be available. Therefore, it would come as little surprise if the currently inflated valuations were to implode soon.
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Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET
Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?
Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.
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Commented by Fabian Lorenz on March 22nd, 2022 | 12:31 CET
Analysts enthusiastic about S&T, Rheinmetall and Phoenix Copper - TUI share under review
The shares of S&T and Rheinmetall were among the day's winners yesterday. Austrian IT services provider S&T gave a positive outlook for the current year and fended off Viceroy's short attack. The loss of sales in its Russian business is expected to be partially offset by orders in the armaments and cybersecurity sectors. The guidance from January was raised slightly, and the dividend is also expected to increase. Analysts were pleased and the stock gained more than 10%. Rheinmetall shares benefit from positive analyst recommendations, with the price targets increasing up to EUR 210. In contrast, Jefferies is not convinced by the share of TUI. Phoenix Copper is benefiting from the commodity market. The experts at SISM Research see more than 100% upside potential for the commodity explorer.
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Commented by Armin Schulz on March 11th, 2022 | 11:19 CET
Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?
The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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Commented by Fabian Lorenz on March 1st, 2022 | 11:40 CET
Nordex, Rheinmetall, Triumph Gold: Russia crisis causes price swings
Since last Thursday, war has been raging in the euro, and the world has been spinning faster. Over the weekend, Chancellor Scholz announced a new defense and energy policy for Germany in response to Russia's invasion of Ukraine. The German armed forces is to receive EUR 100 billion as special assets. In addition, according to Chancellor Scholz, NATO's 2% target is to be met in the future. Energy independence is to be increased by, among other things, two German LNG terminals. Finance Minister Lindner calls renewables "freedom energies." Accordingly, shares in Nordex and Rheinmetall were in strong demand on Monday. The price of gold also picked up, with Triumph Gold's shares posting double-digit gains.
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Commented by Stefan Feulner on February 25th, 2022 | 07:58 CET
Rheinmetall, Diamcor, Hensoldt - The scenario escalates
All the diplomatic attempts to resolve the situation in Ukraine peacefully have failed. Russia is already in eastern Ukraine with its troops, and the police are reporting fighting throughout the country. In his televised speech launching the war against Ukraine, Russia's President Putin threatens the West with a massive counterstrike. The markets fall into deep red territory. By contrast, the defense industry is benefiting alongside precious metals and oil. Orders should thus continue to rise over the next few years. After the expected sanctions, energy prices are also likely to explode, so there is no end in sight to the inflationary spiral.
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Commented by Carsten Mainitz on November 8th, 2021 | 13:05 CET
Triumph Gold, Barrick Gold, Rheinmetall - Precious metal stocks jump!
Despite persistently high inflation, the US Federal Reserve is still far from thinking about interest rate hikes. At least in the stimulus bond purchases, however, the central bankers will step on the brakes a little and, as of November, reduce the volume of currently USD 120 billion monthly by USD 10 billion each. The program will then end completely in the fall of 2022. In the wake of this decision, prices for precious metals rose. Gold rose above the important resistance of USD 1,800.
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Commented by Nico Popp on September 29th, 2021 | 10:18 CEST
Rheinmetall, Almonty Industries, Siemens Healthineers: Here the signs point to growth
In 2019, the world's nations spent a whopping USD 1917 billion on armaments. That is more than they have spent since 1988, stresses the Stockholm-based International Peace Research Institute. Germany increased its spending more than any other country in the process. The incidents in Afghanistan have shown that it is of great importance to be able to act if one wants to play a role on the international stage. The pandemic shows that health can also take on a global dimension. Here, too, experts expect rising expenditures. Reason enough to take a closer look at well-known representatives of both sectors.
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Commented by Carsten Mainitz on September 6th, 2021 | 10:44 CEST
Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!
Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.
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