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Commented by Stefan Feulner on October 17th, 2024 | 08:00 CEST
Bavarian Nordic, NYXOAH, Rani Therapeutics - Biotechnology on the verge of a quantum leap
The future looks promising for biotechnology. The factors pointing to this are plain to see. Besides short-term stimuli such as the decline in inflation and potential further interest rate cuts, demographic change is providing a tailwind. By 2060, the global population over the age of 65 is expected to reach 1.7 billion. In addition, increasing prosperity is contributing to lifestyle diseases such as obesity and diabetes. Furthermore, the pharmaceutical industry urgently needs new products from innovative biotech companies, as numerous patents are set to expire in the coming years.
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Commented by Armin Schulz on October 17th, 2024 | 07:30 CEST
Rheinmetall, Almonty Industries, AMD – These stocks have tailwinds
Stocks in certain sectors, particularly the defense industry, tungsten producers, and chipmakers for artificial intelligence, are currently experiencing strong tailwinds. The increasing geopolitical uncertainty and rising defense spending are driving the defense industry. Tungsten is in high demand as an essential material for technology and defense purposes, which benefits tungsten producers. At the same time, advancements in artificial intelligence are driving demand for specialized chips, which benefits chip manufacturers. These developments are creating attractive investment opportunities as the strategic importance and growth prospects of these industries continue to increase and attract investors.
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Commented by Juliane Zielonka on October 17th, 2024 | 07:15 CEST
Saturn Oil + Gas, Bayer, Siemens Energy: Three companies for balance in volatile times
In uncertain times like these, a balanced portfolio is crucial for every investor. Also, in view of the upcoming US election, diversification across different sectors is worthwhile to offset fluctuations in the portfolio. Saturn Oil & Gas relies on a combination of share buybacks and targeted acquisitions. With an adjusted EBITDA of approximately CAD 400 million, the Company is demonstrating its financial strength and potential for further growth. By applying for approval of a drug for menopausal symptoms to the European Medicines Agency (EMA), Bayer AG is targeting a global market that is expected to grow to a remarkable USD 26.97 billion by 2031. Global player Siemens Energy is focusing on the reorganization of its wind business and its participation in offshore wind energy projects. The early contract extension of CEO Christian Bruch until 2030 underlines the confidence in the current course. Today, we have three companies in focus.
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Commented by Fabian Lorenz on October 17th, 2024 | 07:00 CEST
Big News for Nel, Evotec, and dynaCERT! Stock set for +100% or -20%?
Big news for Evotec. The analysts at Warburg see more than 100% upside potential. At the same time, however, they are warning of weak quarterly figures. Deutsche Bank even predicts a potential price drop. A long-awaited breakthrough came for dynaCERT. With VERRA's certification of HydraGEN products, trading in CO2 certificates is now possible, enabling new revenue opportunities for customers and dynaCERT. This could allow both dynaCERT and its stock to grow to a new level. At Nel, growth is slowing, and losses remain high. Is there any reason for hope?
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Commented by Armin Schulz on October 15th, 2024 | 07:15 CEST
Volkswagen and Bayer with problems – 123fahrschule, on the other hand, with great growth potential
As the German economy undergoes a profound transformation, traditional industries are facing significant challenges. Giants like Volkswagen and Bayer are experiencing difficult times with shrinking margins and structural changes. Volkswagen, Europe's leading automaker, is struggling with falling profits in its core brand despite high group earnings and is planning rigorous cost-cutting measures that could jeopardize jobs. Similarly, Bayer is being forced to make extensive job cuts and reorganize. However, in the midst of these crises, new opportunities are also emerging: companies like 123fahrschule are using innovative strategies to thrive in the education sector. Today, we take a closer look at these three companies.
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Commented by André Will-Laudien on October 15th, 2024 | 07:00 CEST
After the China rally, is it now time for a gold rush? Important stock check with Alibaba, BYD, Nio, and Desert Gold
The global stock rally is quite impressive, given the current geopolitical situation. However, only a few stocks are actually rising - around 25% of listed stocks, to be precise. The higher valuation of stocks is mainly driven by inflows into the large standard ETFs, which receive monthly inflows via a savings program. In the third quarter of 2024, global ETF assets grew by USD 390 billion, reaching a total of USD 12.4 trillion in assets under management. Stock-picking, therefore, only makes sense today if you are well-informed or possess strong analytical skills. We highlight a few investment opportunities for a handpicked portfolio.
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Commented by André Will-Laudien on October 14th, 2024 | 07:15 CEST
Hydrogen 3.0 is coming – Where to get on board now? Nel ASA, First Hydrogen, Plug Power, BYD, and BMW
Despite new highs in all major indices, hydrogen stocks are performing poorly. This is because preferences vary widely among countries in the global "net zero" discussion. Topics such as nuclear energy or even nuclear fusion are being discussed, while sales in the e-mobility sector are declining rather than increasing. Assuming that, at some point, the world will once again approach the issue of climate change with an open mind regarding technology, hydrogen technology has a clear place among the green alternative solutions. There is still a cost problem and a lack of courage to move forward faster. However, experienced stock market players know that after a 90% price loss, the sell-off will eventually end. The first signs are evident.
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Commented by Stefan Feulner on October 14th, 2024 | 07:00 CEST
Bayer, Vidac Pharma, Evotec – Enormous potential
Since the US Federal Reserve cut key interest rates and signaled a continuation of its loose monetary policy, the Nasdaq Biotech Index has been on an upward trajectory and has significantly outperformed the broader market in recent days. The correction of the past few months seems to be over in this sector, and the all-time high from August 2021 is within reach. In addition to rising share prices, the number of acquisitions is also increasing significantly, a sign of the undervaluation of many listed companies.
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Commented by Armin Schulz on October 11th, 2024 | 07:05 CEST
Mercedes-Benz, dynaCERT, BYD – Crisis or opportunity: the transformation of the automotive industry
The German automotive industry is undergoing a profound transformation that is accompanied by significant challenges. The industry is struggling with declining sales figures, job losses, and an uncertain future. Last year, demand for electric vehicles unexpectedly fell. In addition, economic difficulties, particularly due to the weakening Chinese market, have led to a decline in sales. Nevertheless, reducing emissions remains a key concern, with a focus on electrification, technological innovation, and the circular economy. The industry is trying to strike a balance between economic stability and environmental responsibility.
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Commented by Juliane Zielonka on October 11th, 2024 | 07:00 CEST
PayPal, Prismo Metals, Rheinmetall – Strategic Decisions for the Future
Three companies are setting the course for further growth: PayPal is opening up a new business segment in the US and launching the "PayPal Ads" advertising network to use transaction data for retail media. This move could increase the Company's clout. Meanwhile, the demand for copper is rapidly picking up speed. Prismo Metals is therefore intensifying its exploration activities, particularly at the Palos Verdes project in Mexico, in order to benefit from the increasing demand. Rheinmetall has received an order from the US Army to develop unmanned ground vehicles for the S-MET program, strengthening the Company's position in autonomous military vehicles.
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