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FRESENIUS MD.CARE ADR 1/2

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Commented by Juliane Zielonka on February 22nd, 2024 | 07:00 CET

Royal Helium, Fresenius, BASF: Chemical and Healthcare industry - Where is the next investment opportunity?

  • Helium
  • Healthcare
  • chemicals

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?

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