COMMERZBANK AG
Commented by André Will-Laudien on February 24th, 2023 | 15:51 CET
Rising interest rates, rising margins: Steinhoff, Desert Gold, Deutsche Bank and Commerzbank - Watch closely!
In the coming weeks, the moment of truth will strike for the national central banks of the eurozone because 20 years of money printing is taking its toll in the form of billions in losses. The respective state coffers will not only miss out on dividend payments but could even need capital injections. Bloomberg points to this development. The Swiss National Bank already made a start in February with a record write-down of 132 billion francs. The markets are now eagerly looking to the ECB and the US Fed. Incidentally, the taxpayer is liable for the central bank's balance sheet imbalances. If the write-downs on the bond holdings due to the quantitative easing of recent years exceed the equity capital, the member states are threatened with payment obligations. It would be a surprise if gold did not react positively to such news.
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Commented by Nico Popp on February 10th, 2023 | 12:37 CET
Real estate crash - alternatives to housing: Commerzbank, Alpina Holdings, Hypoport
"Emergency braking" and "The worst is yet to come!" - these or similar are comments on the German real estate market. Although housing is scarce, hardly anyone can afford it. Residential real estate sales are at rock bottom, and new construction plans are being cancelled by the dozen. Are real estate investments at the end? We show flexible alternatives on the stock market without huge purchase costs.
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Commented by Nico Popp on February 8th, 2023 | 11:52 CET
Banks bet 5,000 tons of gold - explosive power? Deutsche Bank, Alerio Gold, Commerzbank
Anyone investing in gold is betting on an alternative asset class - the precious metal is seen as a reserve currency in a world dominated by banks and large financial institutions. But as the latest figures show, the role of banks in the gold market may be far greater than thought. In the US alone, more than 5,000t is at stake in bank balance sheets with the potential for dramatic price movements.
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Commented by Armin Schulz on January 25th, 2023 | 13:48 CET
Vonovia, Alpina Holdings, Commerzbank - Has the real estate market bottomed out?
The past few years have been an El Dorado for the real estate sector. But since interest rates started rising, dark clouds have gathered over the real estate market. In addition, the sharp rise in construction costs and inflation are pulling money out of the pockets of interested real estate buyers and making them reluctant to make purchasing decisions. According to a study by EY Real Estate, the real estate investment market slumped by 40% in 2022. In 2023, transaction volumes could fall further. We take a look at three companies around the real estate sector and highlight the opportunities and risks.
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Commented by Stefan Feulner on November 22nd, 2022 | 13:42 CET
Favorable starting positions for Commerzbank, Desert Gold and BioNTech
The suspected downward pressure due to uncertainties in the economy and geopolitics has so far failed to materialize. Instead, the most important stock indices, such as DAX or Dow Jones, were able to leave their short-term downward trends and are sending signals for a further upward push. In addition to the stock market, the precious metals sector was also able to turn around. Here, in particular, entry opportunities beckon at a significantly reduced level with the chance of long-term, disproportionate price gains.
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Commented by Nico Popp on November 11th, 2022 | 11:36 CET
Jim Cramer warns, rally in the wings: Amazon, Commerzbank, Tocvan Ventures
The German Retail Association reports that Christmas sales this year could suffer from poor consumer sentiment. The culprit - who would have thought - inflation. We explain that the fight against inflation is anything but a foregone conclusion and how investors can potentially make a big profit from the current mixed situation, using the three shares below as examples.
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Commented by Stefan Feulner on November 10th, 2022 | 13:32 CET
Commerzbank, Aspermont, Munich Re - Financial stocks on the upswing
The end of the ultra-loose monetary policy and several larger interest rate steps already showed up positively in the half-year report of the major German banks. Should the ECB follow its big brother overseas, this promises further significant earnings potential. Financing platforms that combine the supply of scarce, promising commodity projects for the energy transition with demand from the capital market also hold great promise.
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Commented by Nico Popp on October 28th, 2022 | 13:18 CEST
Returns like out of this world: Meta Platforms, Kleos Space, Commerzbank
"The World Is Not Enough" is a James Bond movie title. In real life, too, the rich and powerful have long been pushing into other spheres. But where can investors expect paradisiacal conditions, and where is the threat of a long, lean period? We look at three stocks that promise investors access to new business models and do the investment check: Is it worth reaching for the stars?
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Commented by André Will-Laudien on October 20th, 2022 | 14:03 CEST
Shock inflation, what is left in the wallet in 2023: TUI, Pathfinder Ventures, Deutsche Bank, Commerzbank
In addition to an inflation rate of almost 10%, the first increases in utility costs are now fluttering into citizens' mailboxes. As already feared, the extreme increase in the cost of energy and electricity is putting a heavy strain on monthly budgets. Whether there can still be a vacation in 2023 will be decided by the length of the Russia conflict, which has kept fossil energy prices high so far. As investors can easily see, the high oil and gas prices are contributing to negative effects in almost all sectors; especially in winter, the supply situation in Central Europe is likely to be very tight. Which stocks should investors watch out for now?
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Commented by Nico Popp on October 17th, 2022 | 12:21 CEST
Defence Therapeutics, Commerzbank - Like BioNTech in March 2020?
After price shocks and recession fears, the pandemic has also been back in the public eye since last week. German Health Minister Karl Lauterbach presented the vaccination strategy for the fall - and warned of an autumn wave. On the markets, the pandemic should be over, with a few exceptions. But Corona and BioNTech are suitable blueprints for other companies. We explain where else a special boom could occur and where investors are better off being cautious.
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