THYSSENKRUPP AG O.N.
Commented by Stefan Feulner on April 14th, 2025 | 07:00 CEST
BYD, dynaCERT, thyssenkrupp - Trump rollercoaster creates opportunities
The stock market currently resembles a rollercoaster, driven by US President Trump's daily shifts in strategy regarding punitive tariffs. After suffering significant losses due to a historic crash earlier in the week, the losses turned into substantial gains within minutes on Wednesday evening. Much of what is happening now is the result of panic and chance, creating attractive entry opportunities in certain companies.
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Commented by André Will-Laudien on April 10th, 2025 | 07:20 CEST
Tariffs, rare earths, Greenland, and Trump! BYD, European Lithium, VW, and thyssenkrupp in focus
The cat is out of the bag! Donald Trump is imposing tariffs of 20 to 34%, thus snubbing his transatlantic trade partners. What has worked well for years is now being put to the test. It did not take long for reactions to the extensive tariff plans to materialize. The state and party leadership in Beijing responded to Trump's ultimatum by announcing counter-tariffs of 34 to 84%. This means that the escalation spiral in the trade dispute between the USA and China continues. The EU had already imposed some additional tariffs in March and is now waiting to see whether the US administration will change its mind. Meanwhile, the focus is once again on rare earths, as China is now imposing export restrictions on this precious commodity. Trump's imperialism is also targeting Greenland again. This is an interesting situation for investors.
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Commented by Fabian Lorenz on April 3rd, 2025 | 07:20 CEST
Stock set for 100% rally! Evotec, thyssenkrupp, Vidac Pharma - A golden April ahead?
Can shareholders look forward to a 100% price gain soon? If analysts have their way, this could be imminent for Evotec. However, shareholders must first mark an important date in April, as the medium-term share price performance is likely to be decided then. For Vidac Pharma, analysts see even greater upside potential, making the current price weakness an interesting entry opportunity. After all, the biotech company is making operational progress. One of the surprises of the current week is thyssenkrupp. The Company is benefiting from billions being spent in defense and infrastructure. Now, it could also benefit from Trump's tariff policies. Analysts recommend buying.
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Commented by André Will-Laudien on March 26th, 2025 | 11:05 CET
Steyr, Hensoldt, Mutares, and thyssenkrupp sell, First Phosphate remains a gamechanger
The special fund of up to EUR 1 trillion has been approved. What seemed impossible before the election is now law. Federal President Steinmeier signed the amendment to the constitution at the weekend, thereby sealing the largest economic stimulus package in German economic history. Instead of celebrating, the DAX only rose briefly to 23,136 points, then the sell-off occurred according to the motto "Buy the Rumor, Sell the Fact". The hyped defense stocks could now suffer the same fate. A lot of imagination has been priced in here, but capacity expansion is proceeding slowly. Therefore, not all expectations will immediately translate into positive cash flows. A thorough analysis is needed!
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Commented by Fabian Lorenz on March 18th, 2025 | 07:10 CET
Another 200% price gain with Renk, thyssenkrupp or Almonty Industries?
Defense stocks are off to a strong start in the new trading week, with price targets continuing to rise. However, Rheinmetall and Co. seem to have run a little hot. It is worth taking a look at the second tier or along the value chain. Almonty Industries, for example, offers a buying opportunity with a single-digit P/E ratio and, according to analysts, an upside potential of over 200%. The tungsten producer is on the brink of a golden era. Its raw material is not only used in the latest generation of anti-aircraft ammunition but is also essential for countless products in the military and civilian sectors. As a result, the world's largest producer, China, is increasingly using export restrictions as a "weapon". thyssenkrupp has also been able to benefit from its defense division in recent weeks. The IPO is taking shape, and the government may purchase shares. And what is Renk doing? The transmission manufacturer has reported a major order in the US, and the target price is rising sharply.
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Commented by André Will-Laudien on March 10th, 2025 | 08:10 CET
Attention: IPO fever, now it's really starting! Hensoldt, Power Metallic, Renk, and thyssenkrupp
Before the election and after the election. At the beginning of the year, there was still a fight over the debt brake, but with the US pulling out of Ukraine aid, it seems that anything goes. Last week, in addition to an ECB interest rate cut, an EUR 800 billion package for armaments and infrastructure was proposed. This caused the DAX 40 index to surge, especially defense and construction stocks, which gained an average of 30%. Hensoldt and thyssenkrupp even made a giant leap upwards. The new all-time high for the index is now 23,475 points. Could there be an IPO from Essen soon? The probability for TKMS is increasing. However, it remains to be seen whether the significant premiums are sustainable; on Friday, there were initial sell-offs. Our specialty title, Power Metallic (formerly Power Nickel), continued to rise. We are looking into the crystal ball.
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Commented by Armin Schulz on March 10th, 2025 | 07:55 CET
thyssenkrupp, Globex Mining, Super Micro Computer – Defense, critical raw materials, and the AI boom drive profits
As the world moves towards a new era of tariffs, resource wars, and technology hegemony in 2025, there are three companies that can profit from the current hot topics. The EU has not only expanded its list of critical raw materials but has also announced billion-euro investments in domestic supply chains. This shows how important access to critical raw materials is for keeping one's economy running. Thyssenkrupp is taking advantage of the demand for high-security technology for maritime projects, Globex Mining is controlling key raw materials for high-tech projects and decarbonization, and Super Micro Computer is cooling the servers that are making the AI boom possible in the first place.
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Commented by Fabian Lorenz on March 6th, 2025 | 08:10 CET
After thyssenkrupp, Ballard Power's share price is now exploding! Is First Phosphate next?
The Ballard Power share has made a strong comeback. On the back of a major order, it rose by 13%. Is there more to come? It seems that way for the First Phosphate share. The price decline of the past few weeks offers an attractive entry opportunity. The Canadians have reported on the current development of their phosphate activities. High revenues are expected from the investments, and the impact of US tariffs should be manageable. In any case, management is buying the stock. Investors have been snapping up thyssenkrupp shares in a big way this year. The price has doubled in a few weeks. Will it continue?
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Commented by André Will-Laudien on February 21st, 2025 | 07:10 CET
Global stock boom, Germany votes – Watch out for Mercedes-Benz, Argo Living, thyssenkrupp, Rheinmetall, and Hensoldt!
The stock market started the new year at full speed. The DAX index reached 22,900 points in February, which is in line with some analysts' year-end targets. Liquidity is high and sentiment remains buoyant despite all the negative events in the real world. The federal elections are just around the corner, with the prospect of a grand coalition with green or yellow enrichment. The people of Germany hope for a big change, but none of our politicians have the stature of a Donald Trump, who establishes new conditions by the second. The likelihood is high that coalition negotiations will take longer than we believe today, and the uncertainty surrounding the German economy will likely continue for a while. It will be interesting to see whether Germany ever experiences a real "double whammy". After all, there are enough problems to solve, but so far, the will and courage are lacking. Here you will find a selection of titles that could cause a stir even after the election.
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Commented by Armin Schulz on February 19th, 2025 | 07:35 CET
thyssenkrupp, Golden Cariboo Resources, Intel – Which comeback strategy will pay off?
In a world where raw materials are becoming scarcer, markets more volatile, and technologies more disruptive, companies face a threefold challenge: they must transform, innovate, and, at the same time, preserve their roots. This balance between tradition and the future currently shapes three publicly traded companies that could not be more different – yet all three have long histories to look back on. thyssenkrupp, a former industrial giant, is in the midst of a transformation. Golden Cariboo Resources, with its "Quesnelle Gold Quartz Mine," can trace its history back to 1865 and has recently presented exciting drilling results. Meanwhile, Intel, a semiconductor giant, is grappling with the aftermath of a technological sprint that has catapulted the industry into a new era.
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