THYSSENKRUPP AG O.N.
Commented by Carsten Mainitz on May 11th, 2022 | 11:29 CEST
Defense Metals, ThyssenKrupp, Allkem - Raw materials for armaments
Times of war have their own dynamics. Many sectors of the economy suffer from the uncertainties it brings. However, one sector can confidently be called a war winner because, without defense equipment, there is no war. The supplier industries are also among the profiteers, provided demand does not collapse elsewhere to a greater extent. In addition, the defense industry is increasingly being classified as sustainable, which opens up access to previously closed ESG portfolios.
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Commented by André Will-Laudien on April 20th, 2022 | 14:01 CEST
Rheinmetall, thyssenkrupp, Defense Metals: The scarce metals matter!
Some companies have been in the international spotlight since the outbreak of the Ukraine crisis. This is primarily because they are seen as having an important role in resolving and ending the armed conflict. It is generally assumed that the Ukrainian people can only free themselves from Russia's grip with international support. Thus, it is perfectly legitimate to make investments where no need has been seen in recent years. The peace dividend that has been withheld for years is likely now coming back into circulation - the Ministry of Defense is now rearming after years of consolidation! Who can profit from these orders?
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Commented by Nico Popp on March 30th, 2022 | 10:09 CEST
Turn of the times! Stock winners and losers: Rheinmetall, Ximen Mining, ThyssenKrupp
Disputes surrounding the Ukraine war are taking on various dimensions drawing wide international circles. After China, India's role in the conflict could now also increase. According to reports by Deutsche Welle, there have been lively exchanges between Russia and India in recent weeks. India is seeking a permanent seat on the UN Security Council and has recently begun to buy Russian oil. Cooperation between the two financial systems is also conceivable. That would give Russia access to the capital markets again.
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Commented by André Will-Laudien on March 29th, 2022 | 12:18 CEST
TUI, ThyssenKrupp, Desert Gold, Barrick Gold - Shares with 100% turnaround potential!
The armed conflict in Ukraine continues to drive inflation. In the US, inflation was recently reported at plus 7.9%, and the yield on the 30-year government bond rose above the magic 2.5% mark last week. For market experts, this heralds the long-term turnaround in interest rates. The Federal Reserve also sees the need for further interest rate steps to ensure monetary stability. These are conceivably bad conditions for the economy because the supply chain issue has already caused growth rates to plummet. Some economists see a slump in the western industrial nations of 4-6% as possible. For precious metals, this recession scenario could be the turning point. We select some promising stocks.
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Commented by Juliane Zielonka on March 10th, 2022 | 12:04 CET
Defense Metals, Gazprom, ThyssenKrupp - Winners and losers
A brave Ukrainian woman hunts down a Russian drone - with a well-aimed throw through a jar of pickled tomatoes. For defense, every means is justified. But there is also a more strategic way to invest in companies that supply raw materials for military technology - and without conflict for investors with a sense of justice. The German economy, on the other hand, could be in for a real shock if Gazprom makes good on its threats and shuts down Nord Stream 1 as a result of the sanctions. Germany is one of the biggest buyers of Russian gas. ThyssenKrupp is also benefiting from the current situation. It becomes quite clear what the Group is really gaining from right now.
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Commented by Nico Popp on March 4th, 2022 | 11:32 CET
Stagflation! Here is how stocks could react: ThyssenKrupp, Kodiak Copper, BMW
A flood of money for the defense sector, disrupted supply chains and paradigm shifts in many other areas - the war in Ukraine shows us once again that nothing stays the same. The phrase may have been overused in the pandemic, but current events underscore that as we look to the future, we must prepare for things we would not have thought possible just a few years ago. Also economically. The eurozone is on the verge of a stagflation scenario, i.e. rising prices coupled with falling economic output. The ECB would then be in a dilemma. Stocks could be the only way out for investors.
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Commented by André Will-Laudien on March 3rd, 2022 | 14:11 CET
Ukraine crisis: ThyssenKrupp, BMW, Almonty Industries - Critical metals soon sold out!
Day 7 of the invasion: With Putin's invasion of peaceful neighbor Ukraine, world politics has changed ad hoc. With a shocked look at the humanitarian suffering, Western countries are moving closer together, sanctions against the aggressor are being implemented quickly, and military solidarity is beginning to manifest. Now Turkey has also closed the Bosporus and Dardanelles straits to warships. The extreme increase in the price of energy is driving up inflation and causing problems for the mining industry. The shortage is being felt around the world. How are companies coping with this challenging environment? We take a look at some interesting examples.
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Commented by Nico Popp on March 1st, 2022 | 10:32 CET
Between war profits and peace dividends: ThyssenKrupp, Memiontec, BP
Since last weekend, the world has been a different place: Germany is pumping EUR 100 billion into a special fund for the German armed forces. In addition, more than the 2% of economic output demanded by the USA for years is to flow into the defense budget in the future. After years of neglecting its own defense, Germany is now back to deterrence. Given the threatening election of Donald Trump as the next US president, such self-help is also urgently needed. We highlight three stocks that are either affected by the Ukraine war or offer a peaceful alternative.
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Commented by Nico Popp on February 16th, 2022 | 13:29 CET
Gazprom, Alerio Gold, ThyssenKrupp: Ukraine conflict resolution as a door opener?
At the moment, the world is holding its breath. Not since the end of the Cold War have so many soldiers come together on European soil as is currently the case on the border between Russia and Ukraine. While German Chancellor Olaf Scholz is focusing on diplomacy, Kiev and the Baltic states would like to see more signals of deterrence. We will see which path is the better one or whether, in the end, a combination will once again avert the worst-case scenario. However, the fact is that the threat of war is rattling the markets. We profile three stocks.
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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.
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