MERCEDES-BENZ GROUP AG
Commented by Carsten Mainitz on February 15th, 2022 | 13:35 CET
Almonty Industries, Mercedes-Benz Group, Varta - Highs and lows, what to do?
Without raw materials, life in many sectors of the economy comes to a standstill. The economically most important raw materials with a high supply risk are referred to as critical raw materials. The European Commission counts 30 elements in this group, including tungsten and lithium. Demand rising sharply above supply has caused prices to increase significantly for some time. Raw material producers are on the winning side. Buyers have to do their homework.
Read
Commented by Armin Schulz on February 14th, 2022 | 11:56 CET
ThyssenKrupp, Defense Metals, Mercedes-Benz Group - Is war coming now?
The situation around Ukraine is coming to a head. Last Friday, US citizens were called upon to leave Ukraine immediately. US intelligence services suspect that Russia's invasion could be imminent as early as next Wednesday. Stock markets fell in response. But will Russia really start a war? That remains to be seen, but it is clear that war is also an economic engine, despite the suffering it causes. The defense industry needs rare earths, as does the steel and automotive industries. We highlight three companies around rare earths.
Read
Commented by Nico Popp on February 1st, 2022 | 10:38 CET
BYD, BrainChip, Daimler: The chip strategy decides
As Handelsblatt recently wrote, the automotive industry is still suffering from a chip shortage. As the leading media reports, according to the European Union, around 11.3 million new cars could not roll off the production line due to supply difficulties. Europe now wants to counter this with its own chip strategy. We highlight three stocks and explain who can profit.
Read
Commented by Carsten Mainitz on January 31st, 2022 | 12:57 CET
Defense Metals, BYD, Daimler - New development phase reached!
With the amendment of the Climate Protection Act, the German government has tightened climate protection targets and is aiming for greenhouse gas neutrality by 2045. Emissions are to be reduced by 65% compared to 1990 as early as the beginning of the next decade. One key to putting this into practice is the electrification of transport. Around 14% of newly registered vehicles had an all-electric drive in 2021. That means the proportion of e-cars on German roads almost doubled compared with the previous year. As a result, demand for the required raw materials is rising ever more markedly. Surpluses in demand can already be seen.
Read
Commented by André Will-Laudien on January 28th, 2022 | 12:07 CET
Daimler, Altech Advanced Materials, Nel ASA, Varta - Battery bull market even without Tesla!
In 2021, many investor topics made hearts beat faster, whether e-mobility, hydrogen or lithium. Every megatrend had its green wave, and after the buying frenzy, there were also corrections. According to the latest statistics from the Deutsches Aktieninstitut, 12.1 million Germans were invested in shares, funds or ETFs. That corresponds to a shareholder quota of over 14% and delivers the third-highest result since records began in 1997. The new stock market players have to cope with fluctuations and uncertainties because the start of 2022 is incomparably bumpier than last year. We highlight current opportunities!
Read
Commented by Carsten Mainitz on January 27th, 2022 | 11:41 CET
Aurubis, Nevada Copper, Daimler - Copper: Fueling the mobility and climate shift
No metal represents the step into our electrical century more than copper. The reddish shimmering metal with excellent conductivity is in demand wherever electricity is concerned. Experts estimate that about three to four times as much copper needs to be installed in e-cars than in a conventional combustion engine for mid-range cars, which currently comes to about 25kg of copper. Due to the high demand, copper consumption could increase more than tenfold in the next ten years.
Read
Commented by Nico Popp on January 17th, 2022 | 12:14 CET
LVMH, Diamcor, Daimler: Luxury is more than champagne, Tesla or S-Class
What constitutes luxury is in the eye of the beholder. For some people, even a terraced house in a major German city is luxury, others focus on leisure, and for others still, it has to be jewelry or diamonds. Even though there are different ideas of luxury, there are companies that perfectly reflect the desire for something special - and are thus suitable as an investment. We present three stocks.
Read
Commented by André Will-Laudien on January 6th, 2022 | 13:39 CET
Nvidia, BrainChip, Daimler, Infineon - Not only Tesla can build e-cars!
Intelligent and powerful chips remain in demand like road salt in the depths of winter. The supply chains are still struggling, and the scarce raw materials are increasing the cost prices. As a result, prices for high-tech materials will continue to skyrocket in the new year. The car manufacturers will probably be hit hardest, as it will not be possible to raise prices at will, especially in Europe, because of foreign competition. Innovation could be an effective means of combating the erosion of margins. We present a few innovative ideas for investors.
Read
Commented by Stefan Feulner on December 27th, 2021 | 09:56 CET
Daimler, Noram Lithium, Nikola - This is the breakthrough
The global race to achieve set climate targets is on in (almost) all countries. The transport sector poses a particular challenge. Despite the development of more efficient vehicles, CO2 emissions have risen over the past twenty years. The switch from cars with combustion engines to alternative energy sources must be further accelerated. While battery-powered vehicles are ahead in the passenger car sector, fuel cells are more appealing for heavier vehicles.
Read
Commented by Nico Popp on December 20th, 2021 | 10:08 CET
Apple, Meta Materials, Daimler: Tesla looks down the tube
Innovation is everything when it comes to gaining new market share. Those who lead the way in innovation automatically have a head start that few competitors can catch up on. Just think of Apple's iPhone. By the time Samsung caught up with the Android operating system, the tastiest pieces of the pie had already been distributed: Those who have no problem spending EUR 1000 for a smartphone have often been loyal to Apple since the first years of the iPhone. And that is one of the reasons why Apple is posting good figures quarter after quarter.
Read