BASF SE NA O.N.
Commented by Armin Schulz on April 4th, 2022 | 12:21 CEST
BASF, Defense Metals, Rheinmetall - Shares that depend on rare earths
The Ukraine crisis has shown us how dependent we are on Russian energy imports. The German government now wants to step on the gas pedal even more for renewable energies. The problem is that new technologies such as electric vehicles or wind turbines almost always require rare earths. But rare earths are not only needed there; the defense industry needs these raw materials to optimize steel or as magnets in a wide variety of weapons technologies. But rare earths are also present in the household, in smartphones, notebooks and many other technological devices. Today we take a look at three companies around rare earths.
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Commented by Stefan Feulner on April 1st, 2022 | 12:44 CEST
Glencore, Nevada Copper, BASF - Extreme fantasy in these shares
Copper is needed everywhere, especially now due to the energy transition. An electric car, for example, requires up to 4 times more copper than a vehicle with a combustion engine. The production of a wind turbine requires 30 tons of copper per turbine, including a connection to the power grid. Meanwhile, prices are exploding, with 1 ton of the red metal already costing over USD 10,300. The trend is likely to continue in the longer term. The primary beneficiaries of this super cycle, besides copper producers, are attractive exploration companies.
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Commented by Armin Schulz on March 14th, 2022 | 11:24 CET
BASF, Globex Mining, Deutsche Post - Undervalued stocks belong in the portfolio
At the moment, there are many hot spots on the stock exchange, not only the Ukraine crisis, inflation or the Corona pandemic but also the expected interest rate hikes. The latter are announced for next Wednesday, March 16. But will the rate hike come while the Ukraine conflict is smoldering? Embargoes of the Western countries burden their own economy, and at the same time, Russia threatens with a stop of energy exports, which are partially not yet suspended. The Corona numbers are rising again, and Karl Lauterbach has warned of a summer wave. Inflation is rising all the time. All these factors have caused some stocks to collapse that are worth investing in now. We take a look at three stocks that we believe are undervalued.
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Commented by Stefan Feulner on March 11th, 2022 | 12:23 CET
K+S, Edison Lithium, BASF - Explosives for the stock markets
Inflation is rising sharply, and there is uncertainty due to the increasing geopolitical tensions with sanctions, which are supposed to hit Russia in particular but are having a one-to-one impact on our wallets. For example, energy prices are rising enormously, with gasoline increasing by more than 50 cents at the pump within a few days. The switch from fossil fuels to renewable energy sources will take time, but it will almost certainly not be cheaper. The price of lithium alone, an elementary metal for electric mobility, has quadrupled since the summer of last year. The primary beneficiaries of the runaway inflation are undoubtedly the producers of the in-demand raw materials.
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Commented by Nico Popp on March 9th, 2022 | 10:06 CET
Is this how Kostolany would invest? BASF, Globex Mining, Gazprom
War only knows losers. On the stock exchange, however, things look a little different. The stock market reflects tomorrow's changes today and ensures the allocation of capital. When money flows from one sector to another, opportunities also arise for investors. Those who bet on the right horse at the right time, win. Those who make the mistake of betting on the high flyers of the past may experience a financial Waterloo.
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Commented by Nico Popp on February 8th, 2022 | 12:43 CET
Deutsche Telekom, Memiontec, BASF: Substance for discerning investors
Investment depends on a healthy mix of growth and substance. Particularly in times of rising inflation and increasing distortions in the economy, more investors are once again opting for conservative investments. The advantages: Quite often, regular dividends and robust figures. Above all, the economic moat much cited by value investors can pay off in these times. We present three shares and discuss their advantages and disadvantages.
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Commented by Nico Popp on January 26th, 2022 | 11:01 CET
Bayer, MAS Gold, BASF: 5.7% dividend? These intrinsic values score now!
According to capital market strategist Ulrich Stephan from Deutsche Bank, substantial stocks could have an advantage in the upcoming market phase. The reason: When interest rates rise, the refinancing costs for growth companies increase significantly, as they usually do not write any or few profits. Reason enough to take a closer look at two of the best-known German substance companies and ask whether there are also growth stocks with substance.
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Commented by Armin Schulz on January 19th, 2022 | 13:14 CET
Novavax, Meta Materials, BASF - Innovations offer great return opportunities
Companies that provide innovations to solve existing problems are ideal investment targets. Filtering out suitable candidates is the most critical task for an investor. Some products require little explanation. For companies developing advanced technologies, patents can give an indication of the Company's future prospects. In any case, the market that the products can serve should be analyzed. Today, we look at three innovative companies.
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Commented by Mario Hose on January 10th, 2022 | 12:02 CET
Trading stocks in focus: Aspermont, BASF, BioNTech
At the beginning of the week, the DAX is currently trading around 0.19% down at 15,939 points and thus remains below the psychological mark of 16,000 points. The MDAX recently traded again below the 35,000 mark at 34,804 points (-0.52%), TexDAX at 3,653 points (-1.50%) and SDAX at 15,936 points with 1.06% in the red. Overall, the indices had given back their initial gains from the start of trading and are trading in negative territory in the morning.
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Commented by Stefan Feulner on January 5th, 2022 | 11:10 CET
Avoiding penalties with Bayer, MAS Gold and BASF
According to the "Allianz Global Wealth Report", global financial assets have grown strongly. Private households alone had gross financial assets of over EUR 200 trillion worldwide in the past year, representing an increase of almost 10% compared to the previous year. The reason for the high savings rate was mainly the uncertainty surrounding the Corona pandemic. Now, with punitive interest rates and rising inflation, there are renewed threats to citizens' assets. One way out would be to invest in precious metals and build up long-term equity positions, primarily in the value sector.
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