RENK AG O.N.
Commented by André Will-Laudien on January 2nd, 2025 | 07:20 CET
Uranium and defense – Rally expected in 2025! Renk, F3 Uranium, Hensoldt, Rheinmetall and thyssenkrupp in focus
After nearly 19% gains in 2024, many investors wonder whether such dream returns are repeatable in 2025. We believe so, although the growth will be selective. Stocks are no longer rising across the board; instead, they are rising due to their strength in the sectors or because of an extraordinary competitive position. Underperformers will still be abundant, and investors should, therefore, position their portfolios to weather the storm. There is a significant risk of a lower valuation in certain NASDAQ-listed stocks, which have already reached P/E ratios of over 40. One indicator of such exaggerations is the so-called Shiller P/E ratio. At 24.8, the MSCI World is currently well above its long-term average, mainly due to stocks in the technology and communications sectors, which are trading relatively well above their historical valuation median. The time has, therefore, come for a sector rotation – here are a few ideas.
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Commented by Fabian Lorenz on December 27th, 2024 | 07:30 CET
Renk electric tanks with Rheinmetall? Buy Nordex shares? XXIX Metal profits!
Is electric mobility coming to the battlefield soon? This is likely to be only a matter of time. For example, Renk is already working on hybrid models that are expected to offer clear advantages in the field and could also be used to electrify Rheinmetall tanks in the future. In addition, the new transmissions pave the way for autonomous driving tanks. Electric vehicles are driving the demand for copper just as much as artificial intelligence and renewable energies. XXIX Metal is benefiting from this. The Company emerged from a merger this year and has become a leading player. The copper content of the projects, which already exists, is convincing. And what is Nordex doing? The wind turbine manufacturer has reported a new order. The stock has remained relatively stable throughout 2024. Analysts see upside potential, but there are also risks.
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Commented by André Will-Laudien on December 23rd, 2024 | 08:20 CET
100% chance of peace in 2025: Ukraine, Israel & Syria! Rheinmetall, Renk, Almonty and Palantir in focus
The DAX ran a little hot in December, with a new all-time high of over 20,522 points. Shortly before Christmas, it fell back to 19,850 points. Some say healthy; others say a turnaround. The fact is that the 2024 investment year was only positive for a fraction of the listed stocks despite the recessionary environment. They come from the high-tech, artificial intelligence, banking and defense sectors. With the renewed escalation of Russian attacks at the turn of the year, hopes for peace have been postponed for the time being, leaving defense stocks with their dearly paid-for charm. Producers of strategic metals are again coming into focus because, for Western industrial nations, the task is to secure supply chains as best as possible. Where are the opportunities for investors at the turn of the year?
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Commented by Fabian Lorenz on December 18th, 2024 | 07:00 CET
Watch out for Renk! TUI and Globex Mining share strong!
The Globex Mining share has performed positively in recent weeks. By investing in the mining incubator, investors can benefit from the commodities boom with a diversified risk profile. Chart-wise, there is upside potential, and the share buyback provides downside protection. In contrast, things are not looking good for Renk. The stock is performing significantly worse than Rheinmetall and Hensoldt. Now, analysts are also slashing their price targets. On the other hand, things are going well for TUI. The latest figures have convinced analysts. However, the first clouds are on the horizon. Is the travel boom waning? Analysts are divided.
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Commented by André Will-Laudien on December 12th, 2024 | 07:30 CET
Find the 100% opportunities for 2025! Rheinmetall, Renk, Globex Mining, C3.ai and Palantir in focus
After a 30% rise in prices in the major indices since the beginning of the year, investors are asking themselves how they can weatherproof their portfolio for 2025. On the one hand, a well-defined stop strategy for overheated high-tech stocks is an option. Therefore, the topic of trailing stops should be studied in more detail and implemented. For new investments, there are always interesting setbacks to get back in on the next party. This scenario currently applies to the defense stocks Renk and Rheinmetall. Globex Mining covers almost the entire range of strategic metals that are indispensable for high-tech and defense manufacturers. Furthermore, some AI stocks like Palantir or C3.ai deserve a critical look. Accumulated profits could quickly disappear again here. We are delving deeper into the analysis.
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Commented by Armin Schulz on December 11th, 2024 | 07:30 CET
Super Micro Computer, Power Nickel, Renk – Cash in on megatrends
Global megatrends such as artificial intelligence, raw materials for green technologies, and defense technologies are fundamentally changing markets and societies – and offering enormous opportunities for investors. Companies that address these trends early on can grow disproportionately in the long term and generate significant returns for their shareholders. These technologies are not only shaping the future but also driving the performance of tomorrow's stock market stars. We look at three companies that are benefiting from these megatrends.
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Commented by Fabian Lorenz on December 10th, 2024 | 07:15 CET
HIGHFLYER stocks with upside potential: Renk, TUI, Almonty Industries
The current year has seen the beginning of a revaluation of Almonty Industries. The tungsten producer's stock has already gained more than 50%. If analysts have their way, it could gain another 250%. According to analysts, there could still be over 250% upside potential, as the Company is on the verge of a revenue and profit surge with the opening of a mega-mine. The TUI share has finally jumped above the EUR 8 mark. Driven by statements about a strong summer season in 2025, there is room for further growth. At its IPO, Renk was sold as a high-flyer in the defense sector. While the Company has yet to live up to these high expectations, analysts see over 50% price potential.
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Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
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Commented by Fabian Lorenz on December 2nd, 2024 | 07:30 CET
Almost 200% upside potential! Plug Power, Renk, and F3 Uranium!
Uranium stocks from North America are likely to have a strong year in 2025. Russia and the US have imposed mutual export and import bans. At the same time, the US wants to triple its nuclear energy capacity. As a result, analysts see almost 200% upside potential for the Canadian uranium explorer F3 Uranium. The majority of experts also expect Renk's share price to rise. However, its performance this year is well behind that of Rheinmetall and Hensoldt. Plug Power is also likely to be among the disappointments of the year. However, JPMorgan believes the hydrogen company is well positioned and includes it in its list of top sustainability picks for 2025. Rightly so?
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Commented by André Will-Laudien on November 20th, 2024 | 08:25 CET
Missiles for Russia! Returns lurk at thyssenkrupp, Rheinmetall, Almonty, Renk and Hensoldt?
Western missiles for Russia! A new escalation in the Ukraine conflict hits the trading floors of the stock markets, leading to significant losses for the DAX - dropping 400 points in just 24 hours. Portfolios now have to be quickly restructured as armaments are back in demand again. In addition, critical metals are also gaining traction because special elements such as tungsten are also needed to harden ammunition and military equipment. Those who pivot their portfolios swiftly could benefit from rapid revaluations.
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