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Commented by Armin Schulz on December 27th, 2024 | 07:10 CET
Volkswagen, Globex Mining, Novo Nordisk – Here are the opportunities for the coming year
The vbw commodity price index recorded a remarkable increase of 4.4% in October 2024 compared to the previous month – an increase of 18.4% year-on-year. On the one hand, this is surprising, as the economy has reportedly noticeably slowed down. On the other hand, geopolitical tensions seem to be causing overcompensation. Raw materials are the engine of the economy, and it is not for nothing that the price of copper is considered a leading indicator of economic activity. In times of export restrictions, it is clear how dependent the world is on China and Russia. Without the crucial raw materials, production comes to a halt. We take a look at three companies and assess whether they are well-positioned in the raw materials sector for the upcoming year.
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Commented by André Will-Laudien on December 23rd, 2024 | 08:10 CET
New elections in 2025 – A tailwind for electric mobility: VW, Mercedes, ARI Motors, BYD and Stellantis
The traffic light is history, and new elections will be held on February 23. If the current polls are to be believed, a centre-right coalition could emerge. A 180-degree turn in economic policy would be needed for Germany as a business location to stop the exodus of industry abroad. However, this requires signs of a consistent refocusing on burning issues. Citizens are burdened with high price increases, and e-mobility urgently needs new incentives. International investors have long since turned their backs on European markets and are investing primarily in the US. The very low valuations in this country, which have rarely been observed over a longer period of time, offer hope. There is a good chance of a noticeable turnaround in the automotive sector in particular.
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Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
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Commented by Armin Schulz on December 9th, 2024 | 07:00 CET
Volkswagen, ARI Motors, BYD – Electric vehicles in the fast lane: Time to invest
The automotive industry is undergoing a period of profound upheaval that is shaking established structures. While electric vehicles are breaking new records worldwide, the European and American markets are faltering – a development forcing manufacturers like Volkswagen to make strategic changes. At the same time, Chinese players such as BYD are setting new standards with their dynamism and innovative strength. However, it is about more than just drives: software, networking, and digital sales concepts are revolutionizing the industry. We take a look at three companies that could be worth investing in.
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Commented by Fabian Lorenz on December 5th, 2024 | 07:30 CET
BUYING RECOMMENDATION and DISCOUNT BATTLE! Nel ASA, BMW, Volkswagen, ARI Motors
"If you don't offer an e-vehicle for under EUR 20,000 by 2025, then I'm afraid you will fail," said the current Minister of Economic Affairs, Robert Habeck, to the then-Volkswagen CEO Herbert Diess in 2019. Such a vehicle is still missing from the lineup of traditional German carmakers - but now ARI Motors delivers. The Company is already succeeding with an electric pickup. The valuation is favorable, and analysts see more than 300% upside potential. Is BMW sparking a price war? The premium manufacturer has enough problems already. Can a new manager bring a breath of fresh air? Meanwhile, Nel shares are sending a sign of life. Will the order for pink hydrogen turn things around?
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Commented by Stefan Feulner on December 2nd, 2024 | 07:00 CET
Rivian, First Hydrogen, Volkswagen AG – Expansion continues
In terms of sales, the automotive industry is the largest manufacturing sector and by far the most significant industrial sector in Germany. However, German carmakers are currently in crisis and unable to escape the negative headlines. They are falling behind, especially when it comes to vehicles with alternative drive systems. In recent years, companies excelling in this area have emerged, offering enormous potential for share price growth due to their promising future prospects.
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Commented by Armin Schulz on November 27th, 2024 | 07:35 CET
Nel ASA, First Hydrogen, Volkswagen – Hydrogen could save the European automotive industry
The European automotive industry is at a crossroads: Amid the transition to zero-emission drivetrains and growing competitive pressure from China, manufacturers are looking for technological alternatives beyond battery-based solutions. Hydrogen propulsion could play a key role here. Particularly in applications such as heavy-duty commercial vehicles or long-distance mobility, hydrogen offers advantages that push BEVs (battery electric vehicles) to their limits. In addition, the technology enables a diversification of the European drive system landscape and reduces dependence on scarce raw materials such as lithium or cobalt.
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Commented by André Will-Laudien on November 18th, 2024 | 07:10 CET
Uncertainty, volatility and BTC at USD 100,000? The stock checklist with BYD, VW, 123fahrschule and Mercedes
Donald Trump is moving back into the White House. Investors took the election result as an opportunity to stage a celebration on the US stock market. The major indices recorded a full 10% increase, and the US dollar strengthened significantly. Trump stands for fossil fuels, nuclear power and armaments. He dismisses climate change and the Paris Agreement and will not invest any further funds in the energy transition. This is a warning sign for the European economy because local governments are pursuing a "net zero" target for 2045, and their efforts are globally losing ground. High costs are squeezing the margins of local corporations, whereas US companies and Asian firms are doing brilliantly. For investors, there are many opportunities and timing is more important than ever. We have done the math.
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Commented by André Will-Laudien on November 12th, 2024 | 08:00 CET
Traffic light disaster brings new opportunities for e-mobility: VW, BMW, ARI Motors, BYD and NIO
The traffic light coalition has broken down – so right before left applies! In addition to the Berlin disaster, a relentless struggle has long since broken out in the automotive market. Habeck, for example, wants to get the environmental subsidy back in 2025 due to a sharp drop in electric vehicle sales, while important market shares of German industry have long since been lost. Germany is making only hesitant progress in the area of energy transition, while nuclear energy is experiencing a renaissance worldwide. Fortunately, innovative concepts are repeatedly emerging from medium-sized companies, driving Germany forward as a business location. With a new, forward-looking industrial policy, Germany could regain its leading position. For dynamic investors, this is an explosive environment with extraordinary opportunities for high returns.
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Commented by André Will-Laudien on November 7th, 2024 | 07:45 CET
Trump triumphs! What happens now with gold, e-mobility and green tech? BYD, VW, Thunder Gold, Nel, and Plug Power in focus
The US election is over. Donald Trump is moving back into the White House. Along with a tougher stance on China, conservative voters in the US are hoping for a greater focus on their own country. America needs a complete renewal of its infrastructure and will push ahead with armaments, so commodities of all kinds will come into focus. For Europe, the degree of responsibility for its own affairs will increase significantly, and the development of stable supply chains is imperative. Trump supports Bitcoin, so gold may have to give up some of its recent gains. What are the yield or loss drivers for investors now? After the election, investors should separate the wheat from the chaff to ensure their portfolios are properly positioned.
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