BASF SE NA O.N.
Commented by Nico Popp on July 17th, 2023 | 07:55 CEST
The hour of the problem solvers: BASF, BYD, dynaCERT
The transformation of industry is not proceeding smoothly. The best example is the recent profit warning from the chemical group BASF. Earlier, Lanxess and the Swiss company Clariant also revised their forecasts. The reason: The economic recovery in the second half of the year is likely to be slower than previously assumed. When the global economy falters, chemical companies are among the first to feel the effects - they produce many important basic materials and are linked to many other industries. Although BASF already sees demand for basic chemicals at a low level that is not expected to decline further, there are no signs of any recovery momentum either.
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Commented by Fabian Lorenz on July 14th, 2023 | 07:50 CEST
Bulls at the controls: Nel, Barrick Gold, Viva Gold! What about BASF?
Low inflation in the US has given new impetus to the bulls. Not only are growth stocks benefiting from the hope that the interest rate cycle is coming to an end, but also gold. Thus, the gold price reacted on Wednesday by jumping to over USD 1,960 per troy ounce. Top-tier gold stocks such as Barrick also responded positively. Exploration companies have significant catch-up potential, including Viva Gold. The Company is favorably valued and has again reported positive drill results. The fact that the interest rate cycle is nearing its end is also evident in the chemical industry. Most recently, BASF issued a warning, and there are sell recommendations. On the other hand, there are buy recommendations for the Nel share.
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Commented by Stefan Feulner on July 14th, 2023 | 07:30 CEST
Plug Power, First Phosphate, BASF - Turnaround in sight
After a sharp correction that lasted for months, companies in the renewable energy sector are forming a sustainable bottom. In recent trading days, the prices of water, wind and solar shares have moved significantly away from their lows. From a fundamental perspective, the future appears rosy, which could present a favourable long-term entry opportunity.
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Commented by André Will-Laudien on July 13th, 2023 | 08:20 CEST
Batteries are the solution to the climate dispute! Varta and BASF explode, while BYD and Power Nickel step on the gas!
After months of losses, battery-related stocks are in high demand again. Varta and BASF are leading the way with up to 50% gains! Varta is delivering initial results from its restructuring efforts, reigniting investor enthusiasm. The China market leader in e-mobility, "Build Your Dreams" (BYD), has also made decent gains since its spring weakness. The Canadian company Power Nickel is preparing to supply the battery market with high-grade nickel. Which share should be preferred now?
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Commented by Fabian Lorenz on July 6th, 2023 | 07:00 CEST
Battery revolution in Germany: BYD, BASF, Altech Advanced Materials
Negative electricity prices? Last weekend, it happened again. In the meantime, 1 megawatt-hour of electricity costs minus EUR 500. It is a pity that there are no large-scale energy storage systems - YET. Altech Advanced Materials is working together with Fraunhofer IKTS on the next-generation battery, and it is "Made in Germany." The next milestone is due this year, and the FAZ sees room for improvement in the share price. Analysts see no room for improvement in BASF shares and recommend "sell". However, the DAX-listed company has just commissioned a battery factory, and demand is said to be high. BYD is also benefiting from high demand. Will the Chinese company soon be producing their e-cars in Germany?
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Commented by André Will-Laudien on July 4th, 2023 | 07:50 CEST
Nucera IPO boosts Greentech shares: Varta, Manuka Resources, BASF and ThyssenKrupp on the buy list
Many companies have set themselves the goal of contributing to offsetting man-made emissions and combating climate change. One proven means is gradual decarbonization, for example, in the energy-intensive heavy industry sector. The IPO of ThyssenKrupp's hydrogen subsidiary, Nucera, is important from this perspective because the newly raised funds will be used to advance green steel production. It is a German project that could set an international precedent. We take a deeper look into an emerging sector.
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Commented by André Will-Laudien on June 29th, 2023 | 08:50 CEST
100% with Clean Energy! BYD, Regenx Technologies, BASF, Siemens Energy - Recycling is becoming a challenge!
As Western governments finally take climate protection seriously, the media has focused on the areas of energy, mobility, and health. It is clear to all participants that the changes in the world's climate will lead to undesirable developments. Glaciers are melting, the Earth's temperature is rising, and our oceans are already too warm for many species. Huge investments are being made in renewable power generation and modern mobility solutions. The high growth requires access to metals. Recycling also plays a major role because it conserves valuable resources and brings raw materials back into the cycle. Some companies are making a name for themselves, and shareholders can benefit from this.
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Commented by Juliane Zielonka on June 28th, 2023 | 07:40 CEST
Cardiol Therapeutics, Bayer, BASF - Sensational breakthroughs in medicine and sustainability
A study in the JACC journal shows that cardiovascular risk factors and diseases will increase sharply in the US. Ischemic heart disease is projected to increase by 31.1%, heart failure by 33.0% and myocardial infarction by 30.1%. Cardiol Therapeutics, a Canadian company specializing in cardiovascular diseases, is thus rapidly gaining in importance. Bayer goes AI and partners for the first time with a Swiss hospital for a digital solution that supports radiologists in diagnosis and treatment. BASF invests with its venture arm in the Swiss startup DePoly, which has developed an innovative chemical recycling technology. Discover the sustainable solution behind this investment here.
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Commented by Nico Popp on June 22nd, 2023 | 09:05 CEST
Isolation and e-car crash - A new China shock for markets? BASF, NIO, Power Nickel
It was a profit warning with a signal effect: Lanxess shares plunged on Tuesday after a gloomy outlook. The BASF share also came under pressure as a result. Once again, developments around China are causing concern. While the major economies are increasingly isolating themselves and relying on autarky and protectionism, the collateral damage is increasing. But there are also profiteers. We shed light on the opportunities and risks.
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Commented by André Will-Laudien on June 20th, 2023 | 07:30 CEST
Blackout! Energy shares urgently sought: Plug Power, Varta, Altech Advanced Materials, BASF - Solar, wind or hydrogen?
Now things are becoming clearer. Germany is unlikely to experience an energy shortage like a blackout, and gas supplies for the winter also seem secure, given a 20% drop in gas consumption compared to the average figures from 2018 to 2021. However, household prices remain significantly above the long-term average. Currently, energy suppliers are not passing on the purchasing advantages from the Leipzig power exchange to their customers. Wholesale gas prices have fallen by 85% since mid-2022, but these lower conditions are not reaching customers. What opportunities are there for resourceful investors?
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