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Commented by André Will-Laudien on August 20th, 2024 | 07:15 CEST
The world keeps turning! Caution with VW, Mercedes, Altech Advanced Materials, Plug Power, and Nel ASA!
E-mobility and the upstream battery market are making headlines. Following the abolition of tax incentives, the topic of "electric mobility" has to face up to the harsh market conditions. Hydrogen is also competing, but it is currently still far too expensive to be economically successful. This leaves us with battery technologies, which are used both in energy storage systems and in vehicles. The near bankruptcy of Varta shows how tough the market has become here. There is plenty of room for innovative ideas! Altech Advanced Materials is making waves in German engineering with solid concepts. The market eagerly awaits the first mid-sized products, while many other market players must first justify their billion-dollar valuations. We take a closer look.
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Commented by André Will-Laudien on August 12th, 2024 | 07:45 CEST
After the crash, buy defense, big data, and high-tech now! Rheinmetall, BYD, VW, Globex Mining, and Palantir in focus
The DAX had gained a good 13% by the summer, while the tech-heavy NASDAQ 100 index saw an even more significant increase of 24%. However, much of this progress has melted away in recent weeks. Due to ongoing geopolitical uncertainties, especially in the Middle East, the stock markets experienced a summer setback. This is not uncommon for this time of year. There are often index corrections, which then transition seamlessly into the year-end rally from late fall. The FED could be the driving force this year. Renowned investment banks expect the September meeting to mark the start of a longer cycle of interest rate cuts by a total of 5 measures. This would likely mark the starting signal for the next super bull markets. Before then, we will separate the wheat from the chaff to ensure your portfolio is correctly positioned.
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Commented by Juliane Zielonka on August 2nd, 2024 | 06:30 CEST
Transformation in full swing: Altech, Volkswagen, and Bayer focus on new technologies and markets
Shortly after the grandiose Olympic opening ceremony, Paris showed us what it means to sit in the dark. One day after the opening ceremony, the inhabitants of the Seine were hit by a power outage. Speculation as to the cause ranges from a cyber attack to sabotage, similar to the recent arson attacks on the French rail network. But one thing is certain, it shows how fragile the power supply currently is. This is reason enough for Altech Advanced Materials to press ahead with the development of its stationary solid-state battery. A type of local battery power plant ensures a stable power supply, even with fluctuations in the grid due to wind and solar energy. The German company has another profitable development up its sleeve for the EV market. Volkswagen continues to focus on its electric vehicles and can look forward to increased sales in China. Nevertheless, the Wolfsburg-based company must make considerable savings to remain profitable. The results of the first half of the year provide deep insights. Additionally, for 27 million women in the US, ones battery can be figuratively "empty" at times. Fatigue, hot flashes, and nervousness are classic symptoms of menopause. 27 million is the market size of menopausal women that Bayer AG now aims to capture with a very special medication...
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Commented by André Will-Laudien on July 24th, 2024 | 07:00 CEST
Averting power outages, starting the battery revolution! BASF, Altech Advanced Materials, BYD, and VW
Varta is undergoing a complete restructuring and reorganization, likely leaving legacy shareholders empty-handed. The back and forth since 2023 has given the German SME sector an increasingly unsettling look. The environment is challenging, and only the strongest will survive the looming storm. Traces of Habeck's poor planning can also be seen in the energy transition. Instead of fully utilizing renewable energies, six new gas-fired power plants are now being planned, which will, of course, be powered by hydrogen. This draws investors' attention back to battery storage systems, as they are needed to successfully store surplus energy. Where do the opportunities lie for resourceful investors?
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Commented by Stefan Feulner on July 15th, 2024 | 07:40 CEST
BYD, Altech Advanced Materials, Volkswagen - Anti-cyclical share price gains
In recent weeks, vehicle manufacturers have been bombarded with negative news. In addition to the introduction of punitive tariffs by the European Union on the Chinese electric vehicle industry, the German flagship Volkswagen came around the corner with a sharp profit warning. However, those expecting severe share price losses were caught off guard. This is a strong sign of an end to the correction and a possible trend reversal.
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Commented by Juliane Zielonka on July 11th, 2024 | 06:30 CEST
dynaCERT, Volkswagen, Siemens Energy - Growth drivers in renewable energy: Who is leading?
In the hydrogen business, countries are providing government incentives to further promote this innovative technology. For instance, the US Department of Energy is providing around USD 750 million for 52 projects in 24 states. The goal is clear: to make clean hydrogen affordable and to gain international leadership in this sector. The Canadian company dynaCERT has developed an emission-reducing technology to retrofit conventional diesel engines to make them emission-free. This bridging technology combines the best of both worlds: the efficiency of diesel engines and the retrofittable and switchable CO₂-reducing drive form. The engine itself remains untouched in its functionality. One reason for the slow progress of large-scale hydrogen projects is the still lacking infrastructure. Siemens Energy can look forward to significant growth in its Grid Technologies division. Volkswagen, on the other hand, is learning that subsidies are not always advantageous, particularly regarding electric vehicles. The plant in Brussels is on the brink of collapse. And then there is a multi-million-dollar compensation claim from a completely different sector.
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Commented by André Will-Laudien on June 25th, 2024 | 08:50 CEST
Euro 2024 Round of 16 - A Summer fairytale on the stock markets, too? BYD, VW, Power Nickel and Rheinmetall qualify early
Football has always been a great way to distract the masses. People love sports because it relaxes them even when they are just watching - a tried and tested remedy for the multiple crises that continue to spiral into our minds. Fortunately, the stock markets are trading so high that the looming banking crisis in China and Japan is not working its way through to Europe in the media. The EU financial markets have lost a lot of ground since the election because while the NASDAQ is rushing from peak to peak, the EURO STOXX is making an almost unnoticed 5% correction, and France is even down 10%. EU spreads on German government bonds widened further, a scenario that seemed to have been forgotten since 2008. And in football, Germany is hopeful going into the Round of 16, and our stock picks are also bursting with strength.
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Commented by Armin Schulz on June 18th, 2024 | 06:45 CEST
BYD has to pay punitive tariffs - How will this affect Altech Advanced Materials and Volkswagen?
In the midst of turbulent trade disputes, the situation in the global electric vehicle market is coming to a head. The EU has announced punitive tariffs on Chinese electric vehicles from July 4, and manufacturers such as BYD, Geely, and SAIC are therefore in the spotlight. The EU Commission accuses the Chinese vehicle manufacturers of benefiting from state subsidies, thus entering the European market with a competitive advantage. The level of duties depends on the manufacturers' willingness to cooperate with the investigations. Duties can range between 17.4% and 38.1%. The planned measures are shaking up the industry and further escalating the trade conflicts with China. German vehicle manufacturers fear retaliatory measures.
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Commented by André Will-Laudien on June 12th, 2024 | 07:15 CEST
After the election, buy a combustion engine now? Mercedes-Benz, Volkswagen, Globex Mining and BYD on the test track
The crushing defeat of the green camp in the EU elections has caused a stir in the automotive industry. Will the ban on combustion engines be overturned in favour of a general openness to technology? It is well known that the best conventional vehicles come from Germany, and they are demonstrably no more harmful to the climate than current e-vehicles. Voters have finally lifted the green veil, and the doctrine of the know-it-alls is now in retreat. From a climate perspective, investing in battery storage systems makes sense, but they do not necessarily have to be installed in vehicles. How can investors benefit from the current situation?
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Commented by Armin Schulz on June 12th, 2024 | 06:45 CEST
Volkswagen changes strategy! Can Power Nickel and Rheinmetall benefit?
In an increasingly volatile global economy, companies face unprecedented challenges and opportunities. Although Volkswagen, Power Nickel, and Rheinmetall may appear to represent different industries at first glance, the companies are often interconnected. Now that Volkswagen, as an automotive giant and key player in the mobility sector, is suddenly adjusting its strategy, it is worth taking a closer look at the impact on other companies. We explain Volkswagen's adjustments and where there are overlaps with Power Nickel and Rheinmetall.
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