Comments
Commented by André Will-Laudien on November 22nd, 2022 | 11:53 CET
Triple AAA stocks take off: Amazon, Aspermont, Alphabet, Allianz - Sellout done?
Well, who would have thought: after 9 months of correction mode, the stock market is already returning to normal mode this year. The indicator for leaving the panic mode is the VDAX, i.e. the measured fluctuation range of the index in 12 months. Last week, it reached levels of 22 to 23 again, after peaking at 33 in September. By comparison, in the absolute panic phase at the start of the war, the volatility gauge was 48.6%. The mood has eased, so welcome to the year-end rally. Where are the best opportunities for investors?
Read
Commented by Nico Popp on November 22nd, 2022 | 10:44 CET
Batteries: The new premium class - BYD, Almonty Industries, Varta
When it comes to everyday products, we all have clear ideas about prices. For a long time, the EUR 2 mark, for example, was considered an average price for a piece of butter. But as soon as it becomes more expensive, it is worth a headline in a newspaper with big letters. It is a different story with cars or other high-quality products. Thanks to high-quality workmanship and technology, customers are willing to pay more than the actual market prices. In economics, the difference between the high price and the market price is called producer surplus. We present three companies that want to skim off this producer surplus.
Read
Commented by Armin Schulz on November 21st, 2022 | 14:22 CET
BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio
The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.
Read
Commented by Nico Popp on November 21st, 2022 | 12:11 CET
Biotech - Hotter than ever: Catalyst Pharmaceuticals, BioNxt Solutions, Bayer
Biotechs have been providing answers to humanity's most pressing questions for years. Innovative companies are applying advanced methods to make a medical difference. The example of BioNTech is just one success story among many. While companies in the pharmaceutical sector are finding it increasingly difficult to come up with real innovations, biotechs often put all their eggs in one basket - and win. We present two biotech hopefuls and take a look at Bayer.
Read
Commented by Stefan Feulner on November 21st, 2022 | 11:07 CET
Morphosys, Defence Therapeutics, Evotec - Stabilization after the sell-off
After the publication of the figures for the third quarter, many biotech companies were able to surprise positively. Due to the partly panic-like sell-off in this capital-intensive sector, there are attractive entry opportunities at a strongly discounted level, which should pay off with disproportionate price gains in the long term. The fact that promising companies are already trading below their cash levels shows that the panic is exaggerated. There are currently signs of a bottoming out, which could herald the next upward wave.
Read
Commented by Juliane Zielonka on November 18th, 2022 | 11:25 CET
Pfizer, Cardiol Therapeutics, Morphosys - Heart disease and cancer are on the rise!
No sooner is the Coronavirus in retreat than the damage caused by the pandemic measures comes to light. Young men, in particular, are affected by heart inflammation after two vaccinations with the Pfizer or Moderna vaccine. Reason enough for both companies to react to the research results of a small Canadian study with a new study that brought exactly that to light. On the other hand, the increase in myocarditis and pericarditis represents a great opportunity for Cardiol Therapeutics to successfully develop its active ingredient against pericarditis. So far, there is only one treatment available in the US that is purely inpatient, and it is in the five-digit USD range. With Cardiol's active ingredient, it may be possible to contain pericarditis more economically and effectively. Another consequence of the pandemic is an increase in cancer cases. Due to late diagnosis and a lack of access to health care, cancer is becoming a global health problem. Morphosys, still reeling this week from disappointing Alzheimer's trial results, however, has promising drugs in the pipeline.
Read
Commented by Fabian Lorenz on November 18th, 2022 | 10:15 CET
Shares of Nordex, BYD, and Almonty Industries: Winners of the energy transition
The energy turnaround is becoming unbearable. But it will take time for the world to switch to renewable energies in private and public life. Today, we take a look at three winning stocks. Among them is BYD. The Chinese carmaker has switched to hybrid and all-electric vehicles and is on track to take Tesla's place as the leading electric carmaker. The first three models for Germany have now been confirmed. At Nordex, sentiment is improving. The share price has jumped, and a large order gives hope. However, wind turbines and batteries cannot be manufactured without raw materials such as tungsten. Now a German research house has taken a closer look at Almonty Industries. The share is on the verge of a revaluation and has a price potential of 100%.
Read
Commented by Juliane Zielonka on November 17th, 2022 | 13:48 CET
BioNxt Solutions, Pfizer, Bayer - Biotech and pharma stocks in focus
Pharma and biotech companies are still booming. However, large corporations like Pfizer and Bayer need help maintaining their market dominance with long-term studies and patent extensions. Pfizer, in particular, experienced the rush of speed in recent years thanks to the emergency approval of the Covid-19 vaccine. In hindsight, however, voices are growing louder about the potential long-term damage of this market cut. Multi-million dollar lawsuits may result. Positioning itself in the mental health niche, whose market size was USD 381.98 billion in 2020, is BioNxt Solutions. Their mission: to tackle depression, anxiety and PTSD with natural substances. A look at the data.
Read
Commented by Stefan Feulner on November 17th, 2022 | 12:10 CET
Rheinmetall, Defense Metals, Nordex - Top opportunities in critical commodities
A quick end to the Ukraine conflict is becoming increasingly remote due to recent events. NATO's military buildup is giving the global defense industry a boom that will likely lift company sales to a new level in the coming years. An important building block for implementing weapons systems is the use of rare earth metals. However, China has a monopoly on the critical raw material value chain, a country that is itself in the midst of an escalating conflict with Taiwan.
Read
Commented by André Will-Laudien on November 17th, 2022 | 11:20 CET
The big catch-up - China Big Tech: Alibaba, Deutsche Bank, TUI and Desert Gold turn up the heat!
Investors increasingly look at the big losers in heavily sold markets because the size of the markdowns identifies potential for the future. Often shares fall because of the general market weakness, but sometimes the operating business also weighs heavy. At the end of the year, there is also "tax-loss selling", especially in North America. We look at some stocks that have suffered significant losses but could now take off again.
Read