LUFTHANSA AG VNA O.N.
Commented by Stefan Feulner on July 27th, 2022 | 10:37 CEST
Lufthansa, Kleos Space, Palantir - Shares about to take off
Currently, most investors are on edge. The uncertainties on a geopolitical and economic level are increasing - a never-ending conflict in Ukraine, fears of an impending global recession and inflation data at record levels. In addition, the next wave of the Corona pandemic is supposedly just around the corner. Nevertheless, after the sharp correction of the past months, there are interesting entry opportunities at discounted levels.
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Commented by Armin Schulz on July 15th, 2022 | 14:31 CEST
Pathfinder Ventures, TUI, Lufthansa - Which leisure share has the greatest potential?
The sun is shining, an increasing number of German states are starting school vacations, and despite a summer corona wave, travel is finally possible again. After a 2 year Corona break, the desire to travel is greater than it has been for a long time. The shares of companies that make their living from tourism should profit from this. But at the moment, the mood is rather gloomy. On the one hand, there is inflation, which forces people to save, but if you have enough money to travel, there can still be complications at the airport. Today we look at three companies that make a living from tourism and see which stock has the greatest potential.
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Commented by André Will-Laudien on July 4th, 2022 | 12:25 CEST
Attention, turnaround! Lufthansa, TUI, Desert Gold, Deutsche Bank: These stocks are taking off again!
From several perspectives, the ongoing crisis is a mammoth task for asset managers and private investors. First, after the long uptrend and the absolute boom valuation of growth stocks from 2015 to 2022, no one knows when a sufficiently high discount has been reached to re-enter. Some stocks, such as Plug Power, are very forward-looking and dependent on government contracts. Here there have already been sales valuations of a factor of 200. So is a P/S ratio of currently 12 after an almost 80% share price loss cheap or still hopelessly overpriced? We do not know because the ongoing war sets new market parameters daily. The major indices will therefore continue to search for a valuation basis in a very volatile manner. We pick out a few selected opportunities.
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Commented by André Will-Laudien on June 24th, 2022 | 11:19 CEST
TUI, Pathfinder Ventures, Lufthansa - The travel market is back - where are the share prices?
The travel market has changed dramatically since 2019 in light of the Corona pandemic. Due to the most extensive pandemic standstill in 2020, the capacities for flights, rail traffic and accommodation were adjusted downwards dramatically. Major cost reductions occurred primarily through de-occupancy and staff reductions. Travel companies cut their basic capacity utilization with partners to such an extent that many smaller operations had to pull out of the race, and large corporations could only survive with extensive state aid. Now, however, the situation has turned 180 degrees and demand for travel is exploding. However, this time it seems difficult to ramp up the reduced capacities in line with demand. We look at the opportunities of three typical industry players.
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Commented by Stefan Feulner on June 15th, 2022 | 10:38 CEST
Turnaround on the horizon - TUI, Pathfinder Ventures, Lufthansa
The tourism industry is one of the sectors hardest hit by the Corona Crisis worldwide. With the lifting of restrictions, booking numbers shot up, defying the war in Ukraine and rising prices. Tour operators report a sharp increase in bookings for the summer, which for several weeks have already exceeded pre-pandemic levels. In addition, travel-hungry travellers are paying significantly more than in the years before the lockdowns. The industry is on the verge of a turnaround. In addition to the usual hotel vacations, the demand for camping remains high. The few listed companies are benefiting particularly from the boom.
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Commented by Nico Popp on June 14th, 2022 | 12:26 CEST
Unheeded crisis signals! What is next: BioNTech, Lufthansa, Triumph Gold
There are always comeback stocks on the stock market. The airports are full of travellers who are being drawn to distant countries. So the tourism industry, and airlines too, could almost strap themselves in for a comeback. If only it weren't for the new BA.5 virus variant, which has infected large parts of the population in Portugal within a very short time. It seems investors have to choose between travel stocks and pandemic stocks when looking for comeback stocks - or is there a laughing third party?
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Commented by Stefan Feulner on May 24th, 2022 | 11:23 CEST
Lufthansa, wallstreet:online, Rheinmetall - The mood brightens
At this year's World Economic Forum in Davos, Switzerland, Robert Habeck, Germany's Minister for the Economy and Climate Protection warned of a global recession. Specifically, he said, there were four sources of danger in the form of high inflation, an energy crisis, food shortages and the climate crisis. In contrast, the mood of the German economy brightened considerably in May, despite the Ukraine conflict. "The German economy is proving robust despite inflation concerns, material shortages and the war in Ukraine," Ifo President Clemens Fuest said. "Signs of a recession are not visible at present." Ideal conditions for further rising quotations. Thus, several indices are again on the verge of striking buy signals.
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Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET
Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?
Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.
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Commented by Fabian Lorenz on March 17th, 2022 | 11:12 CET
TUI, Lufthansa, mm2 Asia: Shares for the opening after Corona
Currently, the news surrounding Russia's war of aggression dominates the capital market. A second event that has a significant impact on share prices: is the COVID-19 pandemic. And even if the daily infection figures are still at record levels, Germany is on the verge of dropping measures. Other countries are even further along. Companies are likely to benefit from this. For example, the tourism group TUI and Deutsche Lufthansa. TUI sees considerable pent-up demand, and Lufthansa is benefiting from the optimism of a competitor. However, analysts are still skeptical about both. The Asian entertainment company mm2 Asia should also benefit from upcoming concerts and cinema openings. In the first half of 2021, sales have already more than doubled.
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Commented by André Will-Laudien on March 4th, 2022 | 10:45 CET
TUI, Aspermont, Lufthansa - Hard hit by the Ukraine crisis, but there is hope!
Putin's attack against the free democratic basic order will have far-reaching consequences. He will go down in the history books as a warmonger and aggressor; as far as Western politicians of character are concerned, he will be burned for years to come. The Russian leader is paying a high humanitarian and economic price for marking the border between East and West. Its own population is the main loser. NATO never posed a threat, as it is a defense pact. Warlike actions have been far from the West for years, and there is no reaction on this side. Freedom and democracy are difficult to preserve for Ukraine, but one should not throw in the towel too soon. The following values have fallen by the wayside, but they will take off again when the situation calms down.
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