The market environment is currently rather weak, characterized by slightly falling share prices across the stock markets. In the commodities markets, however, especially in oil, prices are rising slightly to more sharply, by contrast. Investors are getting increasingly nervous, a trend also reflected in bond yields. Yet it is precisely in such phases, when nervousness takes over and many market participants throw in the towel, that attractive entry opportunities can emerge for savvy investors. That is why today we are looking at three very different companies that nevertheless have one thing in common: they could be heading for a rebound or an upward move. With BioNTech, we look at a company focused on the oncology sector. Jungheinrich takes us into the world of warehouse logistics and mechanical engineering — a genuine industry veteran. Finally, we turn to Almonty. The company was once a hidden gem in the commodities sector. That is no longer the case, however: given its strategic importance to the Western defence industry, it has become increasingly difficult to overlook. Join us on an analytical journey through financial statements and charts to discover where interesting opportunities may arise in terms of risk and return.
time to read: 6 minutes
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Author:
Matthias Schomber
ISIN:
ALMONTY INDUSTRIES INC. | CA0203987072 | TSX: AII , NASDAQ: ALM , ASX: AII , BIONTECH SE SPON. ADRS 1 | US09075V1026 , JUNGHEINRICH AG O.N.VZO | DE0006219934
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Author
Matthias Schomber
Raised in Giessen, Hesse, Matthias Schomber discovered his passion for the financial markets as early as the 1990s—at a time when stock trading was still largely the domain of true, die-hard traders. After completing his banking apprenticeship, he worked for a private bank there and witnessed the rise and fall of the Neuer Markt firsthand on the trading floor of the Frankfurt Stock Exchange, drawing lessons from the experience that continue to shape his thinking as a trader, author, and trading system developer to this day.
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Jungheinrich: Automation as the Key to a Turnaround
Traditional German industry is facing tough times, and a long-established logistics company is feeling the impact clearly. Jungheinrich's stock has fallen more than 30% so far this year. Nevertheless, there was a small ray of hope recently when the stock closed at over EUR 25 on Xetra in mid-September. While the stock is trading slightly above the 50-day SMA, it remains well below the 200-day SMA, which stands at EUR 28.62. As recently as the end of January of this year, the stock peaked at over EUR 38. This noticeable decline in the share price could now represent an extremely exciting buying opportunity for long-term investors, as the long-term megatrend of warehouse automation remains fully intact. Jungheinrich is now a major player in this space. The market environment may be rough in the short term, but demand for efficient intralogistics will inevitably continue to grow over the next few years.
A look at the financial statements shows that the operational fundamentals remain relatively stable despite the share price losses. In the first half of 2026, the Group generated solid revenue of EUR 2.67 billion and reported adjusted EBIT (excluding one-time effects) of approximately EUR 178 million. This corresponds to an operating margin of 6.7%. With this earnings power, management demonstrates that it can remain profitable even during periods of economic weakness and that it has costs well under control. Furthermore, through financial initiatives such as a recently launched 100-million fund, the company shows a sustained willingness to invest in future technologies.
Despite the fairly solid figures, analysts have recently adopted a somewhat more cautious stance, though their targets remain above the current share price. For example, while Citigroup lowered its price target from EUR 36.50 to EUR 32 in mid-August, it maintained its clear "Buy" recommendation. Other experts see the potential as even higher and are setting average price targets above EUR 40. The current risk-reward ratio remains attractive at the current depressed price level, provided that order books fill up noticeably again in the coming quarters. From a technical analysis perspective, there is historically strong horizontal support in the EUR 23–25 range, which should provide a floor for the share price and support an attempt to rebound toward EUR 30.
From the automation of the logistics division, we now turn to the laboratories of medical oncology research.
BioNTech: Poised to Enter Oncology
The Mainz-based biotechnology company is undergoing a transformation. The former COVID-19 vaccine gold rush is levelling off, and the market is currently reacting to the stock with cautious optimism. After all, BioNTech still has a large cash cushion left over from the COVID-19 era. Most recently, the share price has been hovering around USD 96–97—far from the high of just over USD 120 reached a few weeks ago, but also a significant recovery from the low of just over USD 84 in August. Anyone investing as a shareholder here will undoubtedly need strong nerves given the recent rapid ups and downs. You are essentially buying the company here at a price slightly above its cash value, with a lottery ticket attached for the jackpot if one of the drugs in its oncology pipeline actually becomes a blockbuster.
At an international conference, the company recently presented promising Phase 3 data on the antibody Gotistobart. In the PRESERVE-003 study, which focused on hard-to-treat lung cancer, the median overall survival of patients was nearly doubled compared to standard chemotherapy. Such immense clinical successes are the urgently needed foundation for establishing the company as a dominant player in global oncology over the long term. Nevertheless, the financial balancing act between high research expenditures and current business performance remains a major challenge for management.
The capital markets still view this transition with some skepticism. For example, BMO Capital Markets recently downgraded the stock to "Market Perform" and lowered its price target to USD 105 from USD 128, primarily due to the rapid decline in Comirnaty sales, delays in pipeline projects, and the termination of a Phase II trial for a drug candidate. In addition, a stock sale by CEO Ugur Sahin raised some eyebrows among investors. The pipeline is undoubtedly well-stocked and highly innovative, which is why bold, risk-tolerant investors can bet on a breakthrough in cancer therapy here.
After breaking through the USD 98 mark, the stock could regain momentum toward USD 115–120. A stop-loss order could be placed below this range, at USD 93 or USD 94.
From research and medicine, we turn to tungsten mining. This element is essential to virtually every production line in the modern high-tech world and the defence industry.
Almonty Industries: The Raw Materials Giant Poised for a Rebound
Investors looking for a "diamond in the rough" in the raw materials sector can hardly ignore tungsten and, by extension, Almonty Industries right now. The company is systematically establishing itself as one of the most important Western suppliers of this critical metal.
The latest company news from August 17 and September 14 also clearly illustrates the group's operational progress and growing strategic relevance. Lewis Black's personal, detailed CEO newsletter dated August 30 further underscores that management is driving the expansion of the flagship Sangdong mine in South Korea with a steady yet highly focused hand.
The geopolitical importance of secure Western supply chains is currently playing right into the company's strategic hands and protecting its business model from cheap competition.
Despite this excellent fundamental and strategic position, Almonty Industries' stock is currently undergoing a rapid, relatively minor, yet quite intense consolidation phase. Previously, we had seen an impressive rally that catapulted the stock from just under USD 10.00 to a strong range of USD 18.00 to USD 19.00. Right now, the stock is trading somewhat weaker at just over USD 14.00. At this price level, however, a massive horizontal support zone is forming in the USD 13.00 to USD 14.00 range, where the first contrarian investors are now boldly accumulating shares again. The market is simply taking a deep breath after the hot rally.
From a technical analysis perspective, things are now getting particularly exciting, as a classic V-shaped formation could develop right at this support zone. If this formation helps the stock rebound and return to the established uptrend channel, momentum could pick up quickly. A move toward the previous highs of USD 18.00 to USD 19.00, or even the psychologically important USD 20.00 mark, would then be the logical next target. Should this breakout be followed by another upward wave, the chart pattern even suggests further upside potential in the medium term, potentially reaching the USD 24.00 range.
Jungheinrich remains a solid industrial investment that, while currently facing economic headwinds, offers an exciting rebound opportunity thanks to strong margins and a clear focus on automation. BioNTech demands patience and resilience from shareholders during its challenging transition to an oncology company, but it entices with a visionary pipeline and sensational early research data. Almonty Industries presents itself as a commodities company with an excellent fundamental position; following a wild correction, its stock is encountering strong support levels and is likely to unlock significant upside potential should it turn upward.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is a concrete conflict of interest.
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