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Commented by Fabian Lorenz on January 26th, 2024 | 07:00 CET

Drumbeats and Buy recommendations: Siemens Energy, SAP, Cardiol Therapeutics

  • Biotechnology
  • Energy
  • AI

Analysts at First Berlin see over 200% upside potential for the Cardiol Therapeutics share. The biotech pearl is solidly financed to implement its development pipeline. Positive Phase II data and FDA approval for a Phase III trial are expected in the second quarter of 2024, which should drive the share price. Yesterday's top performers included the shares of Siemens Energy and SAP. At Siemens Energy, the situation at subsidiary Gamesa does not appear to be as catastrophic as feared. SAP is fully committed to the Cloud and AI. Shareholders do not seem bothered by the additional costs for the transformation in 2024; instead, they are celebrating future growth opportunities.

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Commented by Stefan Feulner on July 24th, 2023 | 08:00 CEST

SAP, Altech Advanced Materials, Varta AG - Positive surprises

  • Technology
  • Batteries
  • renewableenergies

The first six months of the stock market year 2023 are already history and have been one of the more successful ones, despite uncertainties due to high inflation rates and growing geopolitical tensions. The German benchmark index DAX alone put in a performance of over 16%. The reporting season for the first half of the year is currently underway. Many companies were able to surprise positively, which should speak for further rising share prices.

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Commented by Stefan Feulner on June 29th, 2023 | 07:30 CEST

The profiteers of the new super cycles - SAP, Defense Metals, Hut 8 Mining

  • Mining
  • RareEarths
  • Tungsten
  • AI

Every new innovation takes time and is also not protected from delays. This can be clearly seen in the example of listed renewable energy companies. At the beginning of the new decade, these companies were praised with great anticipation, but disillusionment quickly set in due to the lack of sales and profits. On the other hand, the fact that this sector will prevail in the long term due to the energy turnaround is a foregone conclusion. The situation is similar for artificial intelligence and blockchain technology.

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Commented by Stefan Feulner on November 1st, 2022 | 10:59 CET

SAP, Kleos Space, Palantir - Tech stocks about to take off

  • Space
  • Software
  • cloud

Whether Amazon, Meta Platforms or Alphabet. Third-quarter figures of the technology giants disappointed across the board, and share prices reached new lows for the year. The Walldorf-based software group SAP presented a completely different picture and surprised investors with better-than-expected sales figures. In the next few weeks, it is mainly second-tier technology stocks that could provide positive surprises. Due to the strong correction of the past months, a trend reversal could be heralded in the long term.

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Commented by Stefan Feulner on September 5th, 2022 | 10:58 CEST

Bayer, Almonty Industries, SAP - New opportunities after the sell-off

  • Mining
  • Tungsten

The scent of a perfect end to the week was in the air. Positive labor market data from the US drove global stock market indices, and Germany's leading index DAX went through the psychologically important 13,000-point mark like butter. But then came the gas shock with the announcement that Gazprom does not intend to ramp up gas deliveries via Nord Stream 1 again. And just like that, all the gains made dissolved into thin air. The DAX alone will likely start the new week today deep in the red at around 12,700 points. This threatens a new test of the year's lows, which in turn could allow new anticyclical entry opportunities in selected stocks.

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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST

Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets

  • Digitization
  • Technology
  • renewableenergies

Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.

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Commented by Armin Schulz on June 27th, 2022 | 13:39 CEST

SAP, Kleos Space, RWE - Crisis-resistant stocks that belong in the portfolio

  • Space
  • bigdata
  • Digitization

Even though the mood on the markets has brightened somewhat in the past week, the Fear and Greed Index rose from 14 to 18, so the uncertainty on the markets is still palpable. One must pick companies whose business models will work well in the long run. These companies have also suffered setbacks from the current market environment but are well prepared for the challenges ahead. We have picked three companies that should benefit from the tough times ahead.

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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST

SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!

  • chips
  • Investments
  • Technology

The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.

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Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST

Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!

  • Digitization
  • Investments
  • Technology

What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.

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Commented by Stefan Feulner on April 20th, 2022 | 11:34 CEST

SAP, Kleos Space, TeamViewer - Profiting from technological progress

  • Space
  • bigdata

It is a first in world history. The currently ongoing Ukraine conflict is the first major war in which commercially available satellite imagery plays an important role in providing information about troop movements, military buildups in neighboring countries, and refugee flows. These images are provided by private satellite companies, which provide global geolocation data as a service using AI-powered technology and deliver it to customers such as governments, intelligence agencies or insurance companies. The market for satellite-based data is growing enormously, and company valuations still promise significant upside potential.

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