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NIO INC.A S.ADR DL-_00025

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Commented by Stefan Feulner on May 3rd, 2022 | 13:01 CEST

BASF, Meta Materials, NIO - New opportunities through the correction

  • metamaterials
  • Technology

Whether the old stock market rule "Sell in May and go away" still applies this year is at least doubtful. The DAX and S&P 500 benchmark indices have lost more than 10% since the beginning of the year. The Nasdaq technology segment was hit harder, losing more than 20%. Concerns about further interest rate hikes, the threat of stagflation and uncertainties regarding the Ukraine conflict are causing investors to go on a buyers' strike in some cases. Nevertheless, there are good long-term, anticyclical entry opportunities at current levels.

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Commented by André Will-Laudien on April 19th, 2022 | 13:24 CEST

Turn of the times: Varta, Altech Advanced Materials, BYD, NIO - Batteries over oil and gas!

  • Electromobility
  • Technology

The Ukraine crisis reveals a dangerous dependency. Central Europe is on Russia's energy drip. It is not easy to threaten Russia with sanctions when the oil and gas giant is also the leading supplier. For the primary supply of our population, any change in German-Russian relations is dramatic as long as we do not manage to build up alternatives. Of course, this cannot be done in just a few months but involves an investment cycle of the next 5 to 10 years. It will therefore be critical for the coming winter. The automotive industry has long recognized what threatens heating and district heating today. Move away from fossil fuels - towards batteries! Only who can build them?

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Commented by Stefan Feulner on April 13th, 2022 | 17:59 CEST

Commerzbank, Kodiak Copper, NIO - Unstoppable trend

  • Copper
  • Inflation

Remember last year when both Federal Reserve chief Jerome Powell and ECB frontwoman Christine Lagarde called rising inflation "temporary"? According to the Federal Statistical Office, consumer prices for March have come in fresh across the news tickers, showing a 7.30% increase, the highest level since reunification. On the one hand, of course, the Ukraine conflict impacts rising energy and commodity prices, but even after the end of the warlike activities, many goods in demand because of the energy transition are likely to at least maintain the high price level.

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Commented by Stefan Feulner on April 11th, 2022 | 19:03 CEST

K+S, Edgemont Gold, NIO - Shares as protection against demonetization

  • Gold
  • Inflation

Inflation rates have been rising steadily since the end of 2020. What was initially declared by central bankers as a temporary event is becoming a permanent problem for society and the economy. The loose monetary policy, the shortage of raw materials, and the blown-up supply chains were responsible for the fact that the inflation rate in the USA was 7.9% in March, the highest since 1982. As a result of the sanctions imposed on Russia, the supply of raw materials and oil and gas is becoming even tighter, causing prices to shoot up once again. Investors can protect themselves by investing in producers of scarce commodities. In addition, for diversification, gold should not be missing in any portfolio as protection against currency devaluation.

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Commented by Stefan Feulner on April 4th, 2022 | 11:15 CEST

NIO, Power Nickel, BYD - Extreme demand despite rising prices

  • Electromobility
  • Nickel

Due to climate change, something historical is taking place in the transport sector: the transformation of fossil-fueled cars to so-called electric vehicles powered by batteries. The growth figures of electric car manufacturers such as Tesla, BYD and NIO are impressive. The trend is only just beginning and is expected to pick up speed significantly in the next 2-3 years. Due to the high demand for battery-powered cars, the raw materials required, such as lithium, cobalt and nickel, are increasing in parallel. Due to the lack of supply, the winners are precisely those producers and exploration companies that are currently, or in the near future, able to supply the scarce commodities.

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Commented by André Will-Laudien on March 14th, 2022 | 13:23 CET

The battery sensation: Varta, BYD, NIO, Power Nickel: Shares down, oil price above USD 150?

  • Electromobility
  • Battery
  • Nickel

Since the invasion of Russian troops in Ukraine, the changes in the world are now clearly noticeable. Above all, it is tragic that thousands of people have died, and millions are once again forced to flee their homes. There is despair and compassion all over the globe because most nations have been blessed with peace for decades. The standard of living has also increased significantly in 95% of regions. Now, time seems to be running backward again: raw materials, food and everyday necessities are becoming dramatically more expensive, leading to substantial inflationary spurts sector by sector and pushing the level of prosperity back again. But it also shows: We humans must become more independent of fossil energy and advance alternative technologies. We show you shares that are in line with this trend.

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Commented by André Will-Laudien on February 24th, 2022 | 09:41 CET

BYD, Nio, Nordex, Phoenix Copper: Nothing works without copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it, the research and development of drives, batteries and power-saving components. However, in addition to electricity storage, vehicle cabling and the fitting of high-tech components are also coming to the fore. Today, an electric vehicle requires 3 to 4 times as much copper as it did 20 years ago. Still, the earth's deposits are exhaustible, and copper, in particular, is pretty much stretched to the limit. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. A current conflict, such as Ukraine, provides additional fuel and further rising prices! Where are the opportunities?

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Commented by Stefan Feulner on February 3rd, 2022 | 13:46 CET

Allkem, Edison Lithium, NIO - The battery of the future

  • Lithium

The transformation from diesel- or gasoline-fueled vehicles to battery-powered electric vehicles is underway, the market is growing strongly, and automakers are increasingly adopting an electric strategy. However, this requires the necessary raw materials such as cobalt, copper, lithium and nickel. Increased demand meets a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales in the coming years.

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Commented by André Will-Laudien on January 25th, 2022 | 13:27 CET

Volkswagen, Yorkton Ventures, BYD, NIO: E-Mobility 2022 - The Tesla hunters are coming!

  • Lithium

Are we on the verge of another big year for e-mobility? You might think that with all the hype surrounding Elon Musk, things should be going right for Tesla. That is only partially true. While Tesla clearly leads the sales list in Europe with the Model 3 with more than 115,000 vehicles sold, according to Statista, the Californians are far behind VW worldwide. In the meantime, the ramp-up of the new plant in Berlin Grünheide has been delayed, and the Tesla share price has been hit hard. We analyze the Tesla pursuers!

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Commented by Nico Popp on January 10th, 2022 | 12:47 CET

BYD, Noram Lithium, NIO: The lithium market is developing a life of its own

  • Lithium

Chinese state capitalism is characterized by promotion and demand. Young technology has always found good conditions in China. But as soon as companies become too powerful for Beijing, they face headwinds - or at least have to stand firmly on their own two feet. Most recently, the central government announced that it would provide less support to automakers like BYD and NIO in the future. We explain what this means for investors and whether there are alternatives.

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