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Commented by Juliane Zielonka on October 25th, 2024 | 07:00 CEST
Altech Advanced Materials, McDonald's, Volkswagen - Innovation and crisis resilience open up lucrative investment opportunities
In the current economic situation, investors are presented with promising opportunities in companies that stand out due to their innovative strength and skilful crisis management. Particularly attractive are companies that invest countercyclically in research and development and thus emerge from crises stronger than before. Altech Advanced Materials, with its innovative battery technology, shows how companies can tap into new market opportunities through research and development. McDonald's, on the other hand, is struggling with a food safety issue that requires rapid crisis management to restore consumer confidence. Volkswagen has to deal with the consequences of a personnel scandal in its most important foreign market, China. We take a look at the details.
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Commented by André Will-Laudien on October 24th, 2024 | 07:30 CEST
Biotech – Are takeovers looming amidst curious prices? Evotec, Bayer, Vidac Pharma and BioNTech in the spotlight
The biotech sector is once again in the spotlight. Since the acquisition of MorphoSys at the beginning of the year, the speculation carousel is turning again. Is Evotec next, or maybe Vidac Pharma? The Hamburg-based drug specialist came under fire from short-sellers after the resignation of long-standing CEO Lanthaler, who had shorted over 4% of the capital by mid-September. However, the price stubbornly held above the EUR 5 mark, and yesterday saw a 10% rise to EUR 6.60. What is behind this? Last week, it was Vidac Pharma that surged 300% from a standing start with enormous trading volumes. The thought processes of market participants are evident: interest rates are falling, making refinancing attractive again for upcoming financial investors. We shed light on the key players.
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Commented by Fabian Lorenz on October 24th, 2024 | 07:15 CEST
Buy recommendation for Nel ASA! Troubles at BYD! Globex Mining share has arrived in the gold rush!
The stock of Globex Mining has arrived in the gold and silver rush. Presented just four weeks ago as a candidate with catch-up potential, the stock of the mining incubator has since gained almost 30%. The chances of further price increases look promising. Meanwhile, the rush for hydrogen has largely dissipated. However, there is now a "Buy" recommendation for Nel ASA. Could the stock more than double? BYD, on its way to achieving a 5% market share in electric vehicles, is facing challenges! The Chinese, accustomed to success, are using this to step on the gas even more.
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Commented by Juliane Zielonka on October 24th, 2024 | 07:00 CEST
The raw materials revolution with Almonty Industries, Barrick Gold, and ASML - The architects of the digital future
Technological progress is impossible without strategic materials such as tungsten, gold and hyperpure silicon wafers for semiconductors. Three companies play a key role in ensuring the security of supply in the Western world. Almonty Industries is on the verge of opening a large tungsten mine in South Korea. The Sangdong mine, which can meet 10% of global tungsten demand, offers a real alternative to Chinese dominance for the first time – a strategic breakthrough, given that 97% of South Korea's tungsten demand has historically come from China. Barrick Gold reaffirms the stability of the precious metals sector with gold production of 943,000 ounces in the third quarter of 2024. Meanwhile, ASML, the world's leading manufacturer of lithography systems, is securing the future of chip production. Despite geopolitical tensions with China, ASML expects revenues of EUR 30 to 35 billion by 2025 - a clear signal of the growing importance of the semiconductor industry. We have three companies in focus.
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Commented by Armin Schulz on October 23rd, 2024 | 08:00 CEST
Evotec, Nyxoah, BioNTech – Stocks for the future?
The biotechnology and medtech industries are at an exciting turning point, with companies such as Evotec, Nyxoah and BioNTech positioning themselves as leading players in this dynamic field. Their innovative technologies and promising product pipelines could have the potential to fundamentally transform healthcare. Evotec excels in drug discovery expertise, Nyxoah develops groundbreaking solutions for sleep apnea, and BioNTech is a pioneer in mRNA technology. Although Evotec and BioNTech have recently faced challenges, all three companies are well-positioned to benefit from future medical developments.
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Commented by André Will-Laudien on October 23rd, 2024 | 07:45 CEST
The next gold rush with silver! dynaCERT and JinkoSolar remain winners, caution with Nel and thyssenkrupp
If things continue this way, gold and silver are set to become the top performers of 2024. Excluding popular technology stocks like Nvidia, the Nasdaq 100 index is currently up 32% in Euro terms. Precious metals have recently outperformed this return. Gold prices have increased by almost 40%, while silver prices have risen by nearly 50%. Commodity experts attribute the new rally to the strong increase in money supply by central banks and the persistently high inflation. Silver is expected to see an even stronger appreciation, as the widely observed gold-silver ratio is at historically high levels of 80, whereas in regular times, it should be around 50. With a gold price of USD 3,000 in 2025, silver could theoretically advance to USD 60. LME physical silver inventories are at a 20-year low. In our peer group of stocks, there are clear candidates for a rapid doubling.
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Commented by Fabian Lorenz on October 23rd, 2024 | 07:30 CEST
More than 100% upside potential! Bayer, Plug Power and 123fahrschule – Which stock is convincing?
Analysts see more than a 100% upside potential in the 123fahrschule stock. The exciting second-line stock wants to make driver education more modern and efficient and is getting support from politicians. Accordingly, sales and profits should rise sharply. Plug Power can also show rising sales, but like industry colleague Nel, the Americans are unable to get a grip on their losses. Will the quarterly figures turn things around? Bayer shareholders have been waiting for a turnaround for quite some time. But analysts also expect falling profits in the coming quarterly report. Is there still potential for a 40% increase in the DAX share?
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Commented by Armin Schulz on October 23rd, 2024 | 07:15 CEST
BP, Saturn Oil + Gas, Shell - Benefiting from the escalating crisis in the Middle East
The recent geopolitical tensions in the Middle East have sparked significant global economic concern. A large-scale missile attack by Iran on Israel triggered speculation about possible retaliation, sending oil prices soaring. However, Israel's announcement that it would spare Iran's oil sector calmed the markets. Meanwhile, China's economic stimulus raised hopes for increased oil demand, though disappointing summer vacation figures fueled economic concerns. In the background, OPEC+ is discussing production adjustments to respond to possible Iranian shortfalls. This is reason enough to take a closer look at three oil producers.
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Commented by Stefan Feulner on October 23rd, 2024 | 07:00 CEST
Smartbroker Holding, First Hydrogen, Hensoldt - 3 Rebounders for the year-end sprint
The year 2024, a successful year on the stock market so far, is already in the home stretch. In particular, major indices such as the DAX, S&P 500, and Dow Jones have reached new historic highs and appear overbought at current levels. By contrast, opportunities are offered by the second tier of small and mid-caps, which are attracting attention with a successful turnaround story. Investors could seize the opportunity and switch from value to growth, as many undervalued gems are currently in play.
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Commented by André Will-Laudien on October 21st, 2024 | 07:15 CEST
DAX 20,000 - Breakout to Mega Bull Market, Enter Strategically Now: BYD, NIO, Almonty Industries, ASML and SMCI
This week could be the week. Just 2.5% separates the DAX-40 index from the magical 20,000-point mark. High-tech remains in demand, and last week, for the first time in months, automotive stocks also rose again. The Paris Motor Show closed its doors yesterday, and the result is clear: China dominated the exhibition with its new releases, showcasing innovation. And to the great chagrin of the EU, with prices on average 27% lower. At least the import duties were set in October, but the battle for the consumer has yet to be fought. Because Chinese vehicles are not only considerably cheaper, they have long since caught up with local manufacturers in terms of technology, features and design. Where are the opportunities for shareholders?
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