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NIO INC.A S.ADR DL-_00025

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Commented by André Will-Laudien on January 4th, 2024 | 07:15 CET

This is where the music plays: Top values wanted for 2024! Mercedes, Globex Mining, BYD, and NIO to the inspection!

  • Mining
  • Commodities
  • Electromobility

It was a challenging year for the otherwise popular automotive stocks. Berlin and Brussels no longer want combustion engines, but consumers do. Then, to top it off, the environmental bonus was also cut at Christmas. The traffic light coalition believes that e-mobility should now sell itself. Far from it, say the experts: combustion engines still account for 97% of road vehicles. Those in office are governing for minorities, as there has long been a lack of scientific facts and a lack of tact. But well, customers are voting with their feet, turning new vehicles into shelf warmers and buying their beloved diesel SUVs through the used car market. This market could even flourish over the next few years and demand scarcity premiums. Where are the opportunities for investors?

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Commented by Stefan Feulner on December 29th, 2023 | 07:00 CET

Siemens Energy, Klimat X Developments, Nio - Heavy traffic at the end of the year

  • Sustainability
  • renewableenergies
  • Electromobility

The last stock market trading week of 2024 has it all. After briefly catching its breath, Germany's leading index, the DAX, is preparing to break through the 17,000 mark again. Meanwhile, new record highs have already been reported from the US. Both the Dow Jones and the Nasdaq-100 are at their highest levels ever. With the anticipation of interest rate cuts, there is a good chance that the upcoming trading year will bring further increases in stock prices.

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Commented by Stefan Feulner on November 14th, 2023 | 07:00 CET

Business against climate change is booming - Allianz SE, Klimat X, Nio

  • insurance
  • Investments
  • Sustainability
  • renewableenergies

Climate change is increasingly threatening our lives, with few areas worldwide considered safe. Sea levels are rising, and polar ice is melting. Many regions are experiencing severe storms and increased rainfall, while others face growing risks of heatwaves and droughts. Since the Paris Climate Agreement at the latest, countries have been stepping up their efforts to limit global warming to 1.5 degrees Celsius. This has created a market that experts predict will increase eightfold by the end of the decade.

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Commented by Stefan Feulner on October 25th, 2023 | 07:35 CEST

Rheinmetall, Power Nickel, Nio - The situation is getting critical

  • Mining
  • Nickel
  • armaments
  • Electromobility

The further escalating conflicts in Ukraine and Israel, as well as tensions in the economic relations of global powers, are placing enormous strain on global supply chains. China's dominance in product manufacturing is becoming increasingly apparent, which must be minimized in the future. Last week, for example, the Middle Kingdom said it will require export licenses for some graphite products to protect national security, surprising everyone with another attempt to control supplies of critical minerals.

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Commented by Nico Popp on October 5th, 2023 | 09:10 CEST

Plain talk from the "Auto-Pope" - this changes everything! Mercedes-Benz, NIO, Power Nickel

  • Mining
  • Nickel
  • Electromobility
  • Batteries

Ferdinand Dudenhöffer heads the CAR Center Automotive Research in Duisburg and has been the go-to media expert for cars for decades. Over the years, Dudenhöfer has seen many trends come and go. In his latest guest commentary in Handelsblatt, Dudenhöffer did not mince his words and identified a new development that, regardless of the electrification of the industry, could determine success or failure - what new manufacturing means and how the upheaval could affect auto stocks. We provide an analysis.

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Commented by Stefan Feulner on August 8th, 2023 | 09:15 CEST

Powerful movement through the flood of figures - Siemens Energy, Almonty Industries, Nio

  • Mining
  • Tungsten
  • RareEarths
  • Energy

The second quarter number season is at its peak, and surprises on both sides promise high volatility. BioNTech, the vaccine manufacturer, was hit hard after the end of the COVID-19 pandemic. Siemens Gamesa's wind power business also negatively affected the parent company's balance sheet. There are currently plenty of opportunities in the market, especially for traders.

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Commented by Stefan Feulner on July 18th, 2023 | 07:10 CEST

FREYR Battery, Manuka Resources, Nio - The profiteers of the battery revolution

  • Mining
  • Commodities
  • Batteries
  • BatteryMetals

The future of batteries promises a revolution in energy storage. Advances in technology are enabling efficient storage systems that promote sustainable renewable energy integration. Tomorrow's batteries will play a central role in transforming our energy infrastructure. Following the correction of recent months, there are promising long-term opportunities for both manufacturers and producers of the required raw materials.

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Commented by Nico Popp on June 22nd, 2023 | 09:05 CEST

Isolation and e-car crash - A new China shock for markets? BASF, NIO, Power Nickel

  • Mining
  • Nickel
  • chemicals

It was a profit warning with a signal effect: Lanxess shares plunged on Tuesday after a gloomy outlook. The BASF share also came under pressure as a result. Once again, developments around China are causing concern. While the major economies are increasingly isolating themselves and relying on autarky and protectionism, the collateral damage is increasing. But there are also profiteers. We shed light on the opportunities and risks.

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Commented by André Will-Laudien on June 6th, 2023 | 07:45 CEST

Climate Crisis: Copper is the new oil! BYD, Orestone Mining, Ford, Nio - 100% acceleration in Greentech

  • Mining
  • Copper
  • Electromobility
  • GreenTech

At the beginning of May, analysts at Bank of America declared a new "super cycle" for basic and raw materials. What they mean by this is that a whole series of important materials will be in great short supply for years. The prime example is the red metal copper. The price of the industrial metal has almost doubled in the past 12 months. It is currently quoted at around USD 8,350 per tonne, not far from the historic high of USD 10,750. During the pandemic, the metal briefly fell to USD 4,500. Currently, however, forecasts are once again pointing upwards. Bank of America expects the price to more than double again to around USD 18,000 in the next three years. We take a look at some hot stocks.

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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST

Strongly growing demand - Rheinmetall, Almonty Industries, Nio

  • Mining
  • Tungsten
  • Electromobility
  • Defense

The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.

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