NORDEX SE O.N.
Commented by André Will-Laudien on January 20th, 2026 | 07:35 CET
Will new Trump tariffs slow down the stock market boom? Keep an eye on Plug Power, dynaCERT, and Nordex
The stock market currently has to cope with all kinds of weather conditions. First, there is a very dry and cold winter, which is causing problems for Ukraine in particular due to the war. To make matters worse, the energetic US President Donald Trump is suddenly laying claim to Greenland. Most likely, he is only interested in securing the entire NATO, hence the pressure over the new tariffs. The EU will also have to make a huge security contribution for Greenland. It feels as if the war machine is running at 300% capacity. How the states intend to finance all this is more than questionable, because taxes will no longer cover the costs if they do not want to stifle their economies. In this environment, capital market interest rates should actually be skyrocketing, but Trump is vehemently demanding interest rate cuts. We are looking for attractive opportunities in a challenging environment.
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Commented by Fabian Lorenz on January 7th, 2026 | 07:15 CET
Nordex shares unstoppable! Sell Hensoldt? Gold gem Kobo Resources with takeover speculation!
Nordex shares continue their strong momentum in 2026, rising nearly 10% in just a few trading days. Investors are responding to the wind turbine manufacturer's strong year-end performance with heavy buying, prompting analysts to raise their price targets. In contrast, sentiment on Hensoldt is more cautious. Analysts recommend selling, citing a lack of fundamental support for the recent price gains and warning of rising competitive pressures. Meanwhile, gold has shrugged off recent selling pressure and is marching back toward USD 4,500. Gold explorer Kobo Resources stands to benefit from this trend. In a recent interview, the CEO expressed optimism and even mentioned the possibility of a takeover. The question for investors: Is now the right time to buy?
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Commented by Fabian Lorenz on January 5th, 2026 | 07:10 CET
Solar, wind & co. with a breakthrough in 2025: Is now the time to buy Nordex, JinkoSolar, or RE Royalties stock?
The science magazine "Science" has declared the global boom in renewable energy the "Breakthrough of the Year 2025." The industry is booming. But shares in the sector are struggling. One share that clearly has catch-up potential is RE Royalties. The financing company has a convincing, diversified business model, and its dividend yield currently stands at a sensational 16%. The stock should really be moving higher. 2025 was very volatile for JinkoSolar. A halving of the share price was followed by a doubling. What do analysts say? One of the clear high flyers of the sector in 2025 was Nordex. Will the rally continue?
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Commented by Carsten Mainitz on December 30th, 2025 | 07:20 CET
Electricity as a bottleneck for AI? Different energy sources, different approaches: American Atomics, Nordex, Siemens Energy – Who is ahead?
The electricity demand of rapidly growing AI data centers is enormous. The uninterrupted availability of energy, including infrastructure and pricing structures, is a decisive guideline for the future. Green energy from solar and wind is often presented in public debate as the means of choice, but it comes with significant drawbacks. Last year, the US corporate giant Microsoft demonstrated that radically different approaches are possible. To satisfy the power hunger of its AI data centers, Microsoft signed a 20-year contract with a domestic energy provider for the supply of nuclear power. This deal sent a remarkable signal and is emblematic of a new trend: nuclear energy. American Atomics, a newcomer to the stock market, stands out as an exciting investment in this area.
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Commented by Fabian Lorenz on December 23rd, 2025 | 07:35 CET
Big news at the turn of the year! Nordex, Novo Nordisk, AJN Resources!
Is now the time for gold explorers? The price of gold remains firmly above USD 4,300 per ounce, and shares of gold producers are performing well, perhaps even a little too well. Investors looking to continue participating in the gold bull market may therefore turn their attention to exploration companies. One such candidate is AJN Resources. The stock has already moved higher, yet still offers upside potential, supported by takeover speculation. Novo Nordisk has submitted an application for US approval following convincing Phase 3 results, a step that would be strategically significant for the Company. Meanwhile, Nordex remains one of the positive surprises of 2025, having reported another major order. The key question now is how far can the rally go?
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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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Commented by Fabian Lorenz on December 10th, 2025 | 07:25 CET
Nordex strong! D-Wave with an important date! JPMorgan gives Finexity a tailwind!
Stock market newcomer Finexity is still struggling with its revolutionary business model. The Company operates a trading platform for tokenized assets. The fact that JPMorgan is now also entering the tokenization sector is a real bombshell. This should benefit the entire industry, including Finexity, especially since the Hamburg-based company is collaborating with a savings bank in a pilot project. This offers the opportunity to reach over 45 million potential customers. Nordex has won over customers in France and Belgium. The German company will supply them with wind turbines in 2026 and 2027. Can the stock break out? D-Wave has made substantial gains in recent days. An important event is coming up for the quantum pioneer in January.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Nico Popp on December 8th, 2025 | 07:00 CET
True sustainability in the portfolio: JinkoSolar, Nordex, and the smart niche player RE Royalties
"Green" is no longer a mark of quality on the stock market, but rather a minimum requirement. However, those who mindlessly invest in anything with a solar panel or wind turbine in its logo will often have learned a costly lesson by 2025. The sector is becoming more differentiated: on the one hand, the industrial heavyweights are struggling with price wars and supply chains. On the other hand, specialized financiers are emerging who are closing precisely these gaps and often operating more profitably than the manufacturers themselves. Anyone seeking real returns must now make a clear selection: between mass-market players, turnaround candidates, and intelligent niche specialists.
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Commented by Armin Schulz on November 27th, 2025 | 07:10 CET
USD 2.4 trillion is being invested in the energy transition – How to benefit with Siemens Energy, RE Royalties, and Nordex
The global energy market is undergoing a fundamental transformation. With record investments of USD 2.4 trillion being made, it is no longer just about building plants. The real key to success lies in system integration - the intelligent networking of generation, storage, and stable grids. This development creates unique opportunities for companies that are central to shaping the new energy landscape. Three players stand out in particular: Siemens Energy, RE Royalties, and Nordex.
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