BASF SE NA O.N.
Commented by Juliane Zielonka on June 13th, 2024 | 06:45 CEST
Carbon Done Right, Amazon, BASF after the EU elections - Which Green Economy Deals are really worthwhile?
The European Green Deal is a comprehensive initiative of the European Union to tackle the challenges of climate change and promote a sustainable economy. The key elements include reducing greenhouse gas emissions by at least 55% by 2030, promoting clean mobility and the circular economy, and preserving biodiversity. The green parties have lost around 20 seats in the European Parliament. What is the general situation regarding sustainability efforts to reduce CO₂ emissions? Carbon Done Right is a Canadian company that trades its own CO₂ emission certificates through reforestation and afforestation to facilitate barter deals with major players like Microsoft and Tesla. They offer satellite monitoring of tradeable areas via a dashboard for all participants. Amazon is also entering the agricultural market. In Southeast Asia, the IT company Axons uses AWS technology to improve local food cultivation. BASF, a well-known conglomerate and chemical giant, is now researching an active ingredient obtained from natural mammalian bacteria capable of producing low-CO₂ substances for the chemical industry. Where is an investment worthwhile?
ReadCommented by André Will-Laudien on May 24th, 2024 | 07:15 CEST
Energy transition with the battery revolution! BASF, Altech Advanced Materials, Siemens Energy and BYD
And once again, Nvidia! The NASDAQ continues to set the pace. In addition to good figures from the corporate sector, hopes of an imminent interest rate cut are currently providing a boost. This should happen as early as June. Despite persistent inflation figures, the financial community believes that the Fed should prevent or at least mitigate the impending downturn in the US economy by making loans cheaper. This is grist to the mill of the long-term bulls in the tech sector. As a result, the NDX reached a new all-time high and only just missed the next thousand mark at 18,996 points. Commodities, especially battery metals, are now also bullish. This is shifting the focus of potential alternative technologies for the lithium-ion standard. Which stocks in this sector are attracting attention?
ReadCommented by André Will-Laudien on April 17th, 2024 | 06:30 CEST
Discount battle over: Commodities on the counter-offensive! Rheinmetall, Power Nickel, BASF and Varta in focus
Since the bombing of Israel by Iran, the clocks are ticking differently in the Middle East. The next stage of escalation has been reached. If Israel now uses the right to defense as an opportunity to initiate something bigger, it is here: the conflagration. Gold and silver are shining as safe-haven currencies and pulling long-neglected commodity shares through the roof. Now is the time to keep the sails in the wind and ride the long-awaited upward momentum. In the energy transition, strategically safer jurisdictions that can safely serve the growing hunger for commodities are still in demand. We highlight a few opportunities.
ReadCommented by Juliane Zielonka on April 11th, 2024 | 07:45 CEST
Innovation made in Europe: Singulus Technologies, Siemens Energy, BASF - which share offers the greatest potential?
Companies in Europe, like Singulus Technologies, are leaders in the production of surface materials in future-oriented sectors such as photovoltaics, semiconductors, medical technology and cosmetics. This is reason enough to take a closer look at Europe as a location. The European Commission is determined to push ahead with CO₂ reduction with all its might and subsidize future energies. They would prefer to lock out Chinese companies that produce solar and wind turbines more cost-effectively than Siemens Energy. However, China is also an excellent place to do business. Chemical giant BASF strategically adheres to long-term contracts, in line with the Chinese strategist Sun Tzu. Which share offers the greatest potential for investors?
ReadCommented by Fabian Lorenz on April 4th, 2024 | 08:00 CEST
+100% and more with momentum stocks: AIXTRON, BASF, Exasol
Surprise! BASF shares have gained around 25% since mid-January. And the momentum could continue. Analysts see further upside potential. But there are also skeptical voices. In contrast, the Exasol share has only just taken off. The German AI hopeful has reported orders, the share has left the downward trend, and management is buying. Analysts believe the share could perform by more than 100%. At least it is certainly not expensive. Investors in AIXTRON are still waiting for the upward trend. Speculation has stalled the share price recovery for the time being. However, there are also optimistic voices from analysts.
ReadCommented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET
Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?
Europe is in the midst of an industrial upheaval due to the Green Deal, which presents both challenges and opportunities for investors. While companies like BASF are arguing for deregulation and increased subsidies to support the green transition, healthcare company Fresenius is undergoing a period of radical change and realignment. The medical technology market is booming. The global MedTech market size amounted to USD 574,002.45 million in 2022 and is expected to increase to USD 814,159.2 million by 2028, with an annual growth rate of 6.0%. Critical raw materials such as helium are in particularly high demand. Royal Helium is one of the producers of this valuable gas and impresses with a well thought-out and sustainable business model. Where does the next investment opportunity lie?
ReadCommented by Fabian Lorenz on February 7th, 2024 | 07:30 CET
BASF shares on the upswing, BioNTech sees breakthrough in cancer, and Defence Therapeutics benefits from study
Can BASF shareholders look forward to better times? One analyst is certainly hopeful. He believes that the chemical industry will recover in 2024. However, the price target gives pause for thought. The development of cervical cancer is also concerning. According to a new study, the number of cases has risen sharply in recent years, and with it, HPV infections. Accordingly, more HPV vaccines are urgently needed. The market volume is expected to more than double to over USD 15 billion in just a few years. Defence Therapeutics aims to become a profiteer. The biotech company is fighting cancer with its Accum™ platform. BioNTech CEO Ugur Sahin also believes that humanity will get cancer under control, thanks in part to artificial intelligence. The Company is currently working on 30 cancer therapies. Is it a good time to invest now?
ReadCommented by Juliane Zielonka on January 25th, 2024 | 07:30 CET
BASF, Desert Gold, PayPal: Creating growth and value with the circular economy
BASF and Iveco are planning a partnership for the battery recycling of electric vehicles. This will fill a gaping hole in the economic cycle of e-mobility. Raw materials such as lithium and gold are only available in limited quantities and are increasing in value. The explorer company Desert Gold Ventures stands out in the robust precious metals business with promising gold projects in Africa. The Desert Gold Venture site holds mineral resources of 8.47 million tons, with a gold content of 1.14 g/t, equivalent to 310,300 ounces. Gold is mainly used in the jewellery industry. Digital payments have now established themselves as a currency. In this industry, the new PayPal CEO, Alex Chriss, is leading the technology platform into the next growth phase with a strongly customer-oriented strategy. The upcoming financial results on February 7 could provide new impetus for investors. Three industries, three perspectives - BASF, Desert Gold and PayPal offer different opportunities for investors seeking innovative growth and value preservation.
ReadCommented by Fabian Lorenz on January 24th, 2024 | 07:45 CET
More than 100% upside potential - Buy recommendations for BASF, Evotec and Saturn Oil + Gas
After the price slide of recent weeks, Evotec shares appear to be ripe for a countermovement. In a conference call, the Company attempted to provide clarification and seems to have convinced analysts. Expert opinions on BASF are divided. Has the bottom been reached after the preliminary figures? At least the dividend yield of 8% is attractive. Investors are also anticipating a high dividend from Saturn Oil & Gas soon. Analysts see more than 100% upside potential in the shares of the junior oil producer. The valuation is significantly lower than the peer group. The Canadian company will significantly reduce its debt in the current year, making the share increasingly attractive in terms of free cash flow and enterprise value. The latest drilling program has also produced strong results.
ReadCommented by Stefan Feulner on January 23rd, 2024 | 06:45 CET
BASF, Manuka Resources, Lynas - Corrections offer long-term opportunities
A "supercycle" is defined as an extended period in which the demand for certain goods exceeds the available supply. In the long term, this leads to a steadily growing supply gap and, thus, to sharply rising prices. In our current situation, where independence from countries like China and Russia is also sought, critical raw materials such as copper, vanadium and rare earth metals will become increasingly scarce over the next few years due to demand resulting from the energy transition. The current correction in these underlying stocks should, therefore, offer a long-term opportunity.
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