SIEMENS ENERGY AG NA O.N.
Commented by Stefan Feulner on November 10th, 2023 | 09:00 CET
Screaming for a turnaround - Siemens Energy, Edison Lithium, Rock Tech Lithium
The future belongs to green energy to achieve climate neutrality by the middle of this century. Despite political support, hydrogen, wind and solar stocks have suffered significant losses in recent months. The raw materials required for this have also slumped due to the threat of a global recession and are now at a two-year low, as in the case of lithium. In the long term, demand for critical raw materials will likely rise sharply again, heralding a new upward trend.
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Commented by André Will-Laudien on November 6th, 2023 | 07:10 CET
GreenTech shares are on the rise! Siemens Energy, Altech Advanced Materials, Nordex and JinkoSolar under scrutiny
After months of selling off, Greentech shares are making a comeback. By late fall, popular hydrogen and solar stocks had lost between 50% and 85% of their share prices from the boom times of 2020/21. Now, everything points to a rebound. Battery innovator Altech Advanced Materials is also coming up with good news. If everything goes according to plan, lithium-ion technology could soon see a dramatic increase in efficiency. We take a look at the bombed-out sector and where the opportunities lie for investors.
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Commented by Stefan Feulner on October 30th, 2023 | 07:40 CET
Positive signals at Siemens Energy, Manuka Resources and Covestro
Forecast adjustments and state aid were the buzzwords on the German stock market last week. In addition to the car manufacturers Mercedes Benz and Volkswagen, the electro and energy technology manufacturer Siemens Energy surprised with talks about state guarantees. The wind energy sector, which is considered essential for climate change, is weakening. In general, renewable energy companies are miles behind a possible consolidation. Not yet factored in is the problem of procuring critical raw materials for building the new technologies.
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Commented by Stefan Feulner on October 11th, 2023 | 09:10 CEST
Hensoldt, Globex Mining, Siemens Energy - The wind is turning
While major global stock indices took a beating following the intensified conflict between Israel and the Palestinian Islamist group Hamas, precious metals markets once again lived up to their reputation as a safe haven. After both gold and silver experienced a sharper correction in recent months, this event could be the starting signal for the next upward momentum.
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Commented by Juliane Zielonka on October 10th, 2023 | 08:05 CEST
Klimat X, Siemens Energy, Rheinmetall: Environmental protection and defense - Who is ahead with the best returns?
McKinsey estimates that demand for carbon credits could increase fifteenfold by 2030 and even a hundredfold by 2050. The market could be worth more than USD 50 billion by 2030. The Company Klimat X trades in these credits and generates them through active environmental protection. It provides sustainable investment opportunities, and interested investors can learn more about how it works in this article. Meanwhile, current world events are dominated by the terrorist attack in Israel, benefiting defense companies like Rheinmetall. On the other hand, the wind energy sector is down. Siemens Energy has devised a drastic plan to regain profitability.
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Commented by Juliane Zielonka on October 6th, 2023 | 07:00 CEST
Saturn Oil + Gas, Siemens Energy, Allianz: Perennial favorites in the energy sector and insurance - Which stocks are in for big price jumps?
Classic sectors such as energy and insurance are currently attracting the attention of investors. The Allianz Group, as an insurance company, is going through a tough restructuring process and has appointed a new CFO. This time, a woman is to do the extensive cleaning. Shareholder confidence is the currency for valuable business; if it falters, as in the case of Siemens Energy, the wind energy company faces a strong headwind due to its opaque external communication. Clear communication, even in the face of setbacks, gets shareholders on board. In the energy sector, Warren Buffett recently increased his stake in an oil company. A promising candidate in this sector is Saturn Oil & Gas. The Company has the potential to achieve a share price of EUR 3.90 compared to the current EUR 1.88. Investors can learn about the management team's approach in this article.
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Commented by Juliane Zielonka on September 28th, 2023 | 09:20 CEST
First Hydrogen, Siemens Energy, PayPal - Innovative growth with hydrogen and its own currency
Global Market Insights forecasts that the parcel delivery vehicle market is expected to reach over USD 210 billion by 2032, driven by the uninterrupted growth of e-commerce. First Hydrogen is a company specializing in sustainable propulsion solutions for such fleet vehicles. Hydrogen-powered vehicles are also currently finding their way onto the streets of India. India is the world's fifth-largest economy and is sending a crucial signal with hydrogen technology. First Hydrogen has positioned itself in a promising market. Siemens Energy is also betting on hydrogen. After the debacle caused by the takeover of the wind energy company Siemens Gamesa, the hydrogen deal with Air Liquide is finally leading to an increase in the share price. At PayPal, the new CEO is a breath of fresh air. The Company is expanding its growth potential in the direction of its own cryptocurrency. Find out what that means for investors here.
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Commented by Nico Popp on September 5th, 2023 | 07:40 CEST
Climate revolution hanging by a thread: Siemens Energy, BASF, Manuka Resources
Most people agree that the economy must become climate-neutral. However, despite promising technologies, the path to climate neutrality is not without obstacles. Handelsblatt newspaper now quotes a joint study by three institutes, according to which seven raw materials are needed to master the transformation of the economy. These include graphite, rare earths, nickel, cobalt, iridium, lithium and manganese. The scientific community also recommends that policymakers promote the entire value chains of key technologies. We look at what this means and where investors can look for opportunities.
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Commented by Juliane Zielonka on September 1st, 2023 | 08:10 CEST
GoviEx, Siemens Energy, Delivery Hero - Which stocks have the greatest growth potential
Seamless energy supply has become a competitive advantage. France, for example, gets 70% of its electricity from uranium. With an outstanding uranium recovery rate of 88% in Zambia, GoviEx supplies the world with this valuable energy source. The Company focuses on the exploration and development of uranium deposits in Africa. Renewables, however, are not quite taking off for them. Siemens Energy is facing significant cost problems in its onshore wind turbine business. Damages to rotor blades and bearings could cost the Company up to EUR 4.5 billion. People always need to eat. Those who prefer ordering food in light of high electricity costs should look at Delivery Hero. Citigroup seems to have better information on the delivery service than current investor sentiment suggests.
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Commented by André Will-Laudien on August 14th, 2023 | 07:05 CEST
Greentech rally restarts again! Siemens Energy, Defense Metals, SMA and JinkoSolar - critical metals are in demand
Greentech stocks have been a hot topic since the Inflation Reduction Act (IRA) by the Joe Biden Administration. That is because, besides the EU, the US now also wants to step on the gas pedal significantly. It is all about investing in the future of climate protection. This primarily involves technologies for alternative energy generation, such as solar or wind power plants. Under the IRA, US investments in the future will be subject to a tax bonus. For industry, the key point remains the availability of strategically important metals, as they are as rare as they are highly sought after. Where are the opportunities for investors?
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