BASF SE NA O.N.
Commented by André Will-Laudien on July 5th, 2022 | 11:25 CEST
Climate shares: BASF, Erin Ventures, Nordex, BYD - The stuff dreams are made of!
Germany and Europe will have to dress warmly for the coming winter because a stable energy supply seems to be more than endangered from today's perspective. Private households are probably largely at the mercy of this scenario, while the major industrial locations have been working on alternative backup concepts for several months. Battery technology should also be further promoted for local energy storage. An important material for the accumulators is boron, similarly necessary as lithium, but apparently, only few know this. We highlight some interesting aspects for investors.
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Commented by Juliane Zielonka on June 30th, 2022 | 11:39 CEST
Almonty Industries, Plug Power, BASF - Energy becomes the most valuable asset
Europe is at a crossroads: The energy supply crisis is hitting Germany particularly hard due to its dependence on Russian gas. Alternatives must be found as quickly as possible. In Belgium, a hydrogen plant is being built to make one of the largest industrial ports more CO2-neutral - Plug Power is the development sponsor. BASF is already feeling the gas loss and is changing its strategy. Investors are fleeing the stock despite an 8% dividend. And electric top dog South Korea is also building on economic independence. A metal for nuclear energy is of particular value here - and so is Almonty Industries.
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Commented by Carsten Mainitz on June 29th, 2022 | 10:06 CEST
BASF, Globex Mining, Barrick Gold - Stock pickers, beware!
Price increases, inflation, rising interest rates and geopolitical risks - As an investor, one can get nervous. Despite all the challenges and uncertainties, depressed stock price levels offer an inviting risk-reward ratio. The big picture continues to favour commodity investments. Potential is not only to be found in the top dogs. Looking at the second tier is often more rewarding than one might think.
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Commented by André Will-Laudien on June 22nd, 2022 | 14:35 CEST
Metal rally: BYD, Almonty Industries, BASF, Nordex - Which shares will be climate change winners?
Germany is bracing itself for a difficult winter. Gas supplies from Russia are dwindling. The reason that Siemens Energy is not getting a move on with urgent maintenance here is more likely to be interpreted politically. If Germany continues to join the international arms deliveries to Ukraine, things will likely get tense in the winter. Minister Habeck is calling on the German people to save energy and wants to offer corresponding rewards, but nuclear power plants are still being left out. It is all a bit confusing, but France is already standing by to compensate for Germany's botched energy policy with high-priced electricity supply contracts. So the citizen will have to pay for the red-green climate policy. Where are the opportunities for investors in this environment?
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Commented by Fabian Lorenz on June 9th, 2022 | 11:19 CEST
Shares of Nel ASA, BP, BASF and Saturn Oil + Gas: Goldman bullish on oil price
Good news for oil producers such as BP, ExxonMobil and Saturn Oil & Gas: Goldman Sachs has raised its oil price forecasts and expects prices to remain high. The price target for Brent crude was raised from USD 125 to USD 140 per barrel. The reasons given for this are unresolved structural bottlenecks. The oil giant ExxonMobil shot up to a new all-time high in the wake of the news. For Saturn Oil & Gas, a takeover has come at the right time. The Canadian producer wants to double its production again. Nel is also likely to benefit, as the high prices for fossil energies are making it easier to switch to renewables. For BASF, however, the Goldman forecast is bad news, but analysts see considerable upside potential.
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Commented by Nico Popp on May 31st, 2022 | 11:53 CEST
Funds will not resist here: BASF, Saturn Oil + Gas, Nordex
Sustainable investing is the trend. According to the German Federal Investment and Asset Management Association, EUR 580 billion is invested in sustainable funds in Germany alone. And the trend is rising. Younger people in particular attach great importance to sustainability. Since sustainable investing is not detrimental to returns but, on the contrary, can even be beneficial, interest is also growing among older investors. We take a closer look at three stocks!
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Commented by Armin Schulz on May 23rd, 2022 | 12:49 CEST
BASF, MAS Gold, Plug Power - Shares with great turnaround potential
The Fear & Greed Index is down to 11, which means nothing other than extreme fear. And there are many areas causing headaches for investors. There is the Ukraine crisis, inflation, rising interest rates in the US, supply chain problems due to zero-COVID policies in China, and fear of recession. However, the S&P has formed a double bottom last week, which raises hope for a turnaround in the markets. Due to the crises, there are currently also opportunities again. We take a look at three potential turnaround candidates.
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Commented by Fabian Lorenz on May 19th, 2022 | 13:31 CEST
Booster for the BioNTech share: BASF and Defense Metals with momentum?
The swing market continues to keep investors on their toes. On Tuesday, encouraging economic data and the prospect of an imminent end to the lockdowns in China ensured a good mood and significantly rising prices. The speech by Fed Chairman Powell could not change this. Only one day later, the euphoria has already faded, and the statements of the central bank chief are being interpreted negatively. Powell had reiterated the Fed's determination to fight inflation. Therefore, operational impulses are needed for shares to rise again. BioNTech's stock got a small boost from the FDA's approval of its Corona vaccine as a booster shot for ages 5-11. But analysts are waiting for more. At Defense Metals, investors hope for more from today's CEO presentation after solid drilling results. At BASF, several analysts are reducing price targets at once and see possible additional costs in the billions.
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Commented by Nico Popp on May 16th, 2022 | 12:48 CEST
Future Tech check: BASF, Meta Materials, BYD, Rock Tech Lithium
What will drive share prices in the future is more uncertain than ever. The sword of Damocles of the recession is currently hovering over many future topics. But should long-term investors be driven by fear of recession? On the contrary! Now is the best time to consider investments for the future. The good thing is that thorough due diligence can pay off twice over. First, it increases the chances of hitting the bull's eye, and second, the prices may even suit investors. We take a closer look at three shares!
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Commented by Juliane Zielonka on May 10th, 2022 | 12:38 CEST
Biotech stocks: Defence Therapeutics, BioNTech, BASF - Advantage through platform technology
Large corporations such as BASF were previously considered safe portfolio investments. But the war in Ukraine is throwing a spanner in the works. Force majeure, such as war, can cause deals to fall through without the responsibility of the companies involved. How should investors react now? Which portfolio strategy can keep up with the high volatility of the markets? Newcomers like BioNTech face oversupply and have to accept shortages. A focus on emerging markets seems to be the solution for their growth strategy. But there are subtle differences in the vaccines business, as Defence Therapeutics proves.
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