RHEINMETALL AG
Commented by Stefan Feulner on February 10th, 2025 | 07:00 CET
BYD, Power Nickel, Rheinmetall – Top high flyers with further potential
After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.
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Commented by Armin Schulz on February 6th, 2025 | 07:00 CET
Deutsche Bank, Globex Mining, Rheinmetall – High-flying stocks for good reason
Amid geopolitical tensions, the looming trade war, and interest rate cuts by the ECB, there are still stocks that are not deterred by all the challenges and continue to rise. These high-flyers have either structured their business well or are taking advantage of megatrends such as commodities, which could be at the beginning of a supercycle, or the supply of defense equipment, which is in high demand given the tensions in the world. Investors who identify emerging trends early can make a lot of money, but those who enter the market later can still profit. The prerequisite for this is always a look at the fundamentals.
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Commented by Fabian Lorenz on February 5th, 2025 | 06:55 CET
+300% Price Target, Major Order, and Bill Gates: RHEINMETALL, D-WAVE, ALMONTY INDUSTRIES
These stocks are successfully resisting the crash in tariffs and should continue to march even if the situation escalates: analysts see a revaluation and over 300% upside potential for Almonty Industries. The Company, with a 2026 P/E ratio of 6.3, is well on its way to becoming a major global commodity player. The massive tungsten mine in South Korea is set to open this year. The latest sensation is the sale of decades' worth of molybdenum production to a SpaceX supplier. Analysts are also still enthusiastic about Rheinmetall. The share price is rising almost even faster than the price targets, and the latest major order shows that it can continue. And how is high-flyer D-Wave doing? The specialist in quantum computing is also unlikely to be affected by tariff struggles and is getting a tailwind from Microsoft founder Bill Gates.
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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
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Commented by Stefan Feulner on January 28th, 2025 | 07:00 CET
Rheinmetall, European Lithium, BYD – Drastic measures
The pressure from the former and current US president to increase defense spending among NATO partners remains high, which means that defense companies will likely face a revaluation. By contrast, subsidies for electric vehicles in the US are on the verge of being phased out. However, industry experts and analysts are convinced that the global trend towards electric mobility will remain unaffected. China remains the largest growth market for electric vehicles, with a share of 65% and 11 million vehicles sold, and the trend is rising. As a result, the demand for the basic raw material lithium is increasing.
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Commented by Juliane Zielonka on January 24th, 2025 | 07:25 CET
Almonty, Rheinmetall, Palantir - Strategic decisions in global competition
Geopolitical tensions and technological innovations are the driving forces behind the current market movements in the defense and AI sectors. The leading tungsten producer, Almonty Industries, plans to move its headquarters to the US to strengthen domestic raw material independence for the defense industry. The timing is ideal as China tightens trade restrictions on both raw materials and US defense companies. Meanwhile, in Germany, the Federal Cartel Office has approved a far-reaching German-Italian defense project between Rheinmetall AG and Leonardo S.p.A. - the aim is to strengthen European security, particularly with regard to ground troops. The US tech company Palantir Technologies is further expanding its position in the AI market and is increasingly using AI platform technology for commercial customers. We look at what investors need to know now.
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Commented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
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Commented by Fabian Lorenz on January 20th, 2025 | 07:20 CET
D-Wave, Rheinmetall, First Phosphate: Stocks with 100% or more potential!
First Phosphate shares jumped 10% on Friday, ending the week on a high note. The economic valuation had caused a sensation. With high-purity phosphate – a critical mineral – the Company could generate USD 700 million in cash flow in 3 years according to the PEA. Its market capitalization is USD 33 million, and analysts also see significant upside potential. Rheinmetall started the new year with a 15% price increase. Rising NATO defense spending and numerous orders have driven buying activity. In the field of air defense, Germany's largest defense contractor aims to set a new standard. One of the hot stocks of 2024 is facing more headwinds in the new year: D-Wave Quantum. Two leading tech CEOs have expressed skepticism. Does this mean the hype is over? Who will win the race?
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Commented by Armin Schulz on January 15th, 2025 | 07:10 CET
Rheinmetall, Power Nickel, and BYD in focus – The winners of the next decade
The stock markets are currently rewarding companies that are focusing on future markets – a trend from which Rheinmetall, BYD, and Power Nickel are benefiting. Rheinmetall is securing lucrative major orders in the defense sector and is thus taking advantage of government investments. BYD is driving forward its leading position in the field of e-mobility with determined expansion, thereby responding to the global shift towards sustainable mobility. Power Nickel is developing essential raw material bases to drive the energy transition forward – a key to decarbonization. For investors, these companies represent not just visions but real opportunities for sustainable and attractive returns.
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