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Commented by Juliane Zielonka on November 6th, 2024 | 07:10 CET
123fahrschule, Intel, Mercedes-Benz - Between disruption and evolution: New business models in focus
Companies in Germany and the US are undergoing a profound transformation: Traditional business models are being digitally transformed, and established market leaders must defend their positions. As Germany's largest driving school chain, 123fahrschule SE is revolutionizing a EUR 2.75 billion market through digitalization and driving simulator technology. From 2025, 50% of theory lessons can be done online - a turning point for the industry. Despite a solid financial position, Mercedes-Benz is struggling with a profit decline in the third quarter of 2024 from EUR 3.4 billion to EUR 1.2 billion. The premium manufacturer is investing heavily in e-mobility, while around 140,000 jobs in the German automotive industry will be lost by 2035. Intel, which has left the Dow Jones after 25 years, is transforming from a pure processor manufacturer to a contract manufacturer. With the new Intel 18A technology and planned cost savings of USD 10 billion by 2025, the chip giant is showing the first signs of success in its transformation.
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Commented by André Will-Laudien on November 5th, 2024 | 07:30 CET
The tension is rising! Quarterly figures from BioNTech and Evotec – Doubling potential for BioNxt, Grenke and SMCI
The reporting season has just started, and the first profit warnings are already here. Grenke warns of increasing provisions, Super Micro Computer is keen to submit figures, but the auditor has resigned. There is good news, however, from Evotec, BioNTech, and BioNxt, with their bottoming phases seemingly behind them. In an environment of falling interest rates, biotech stocks could now appear in a new light. Currently, everyone is looking west because the world's largest economic power is electing a new president. Once the uncertainty clears, markets may continue their positive trend. We have some interesting investment ideas in store.
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Commented by Armin Schulz on November 4th, 2024 | 13:45 CET
Desert Gold Ventures Special: A Jewel for the Well-Informed Investor?
With geopolitical tensions, a potential gold-backed BRICS currency, and declining interest rates, gold is experiencing a true renaissance – and the recent rally, which pushed the price towards USD 2,800 per ounce, has sparked investor interest like never before. As the gold market gains momentum, many investors are focusing on companies that could benefit from this favorable market environment. One of the most exciting players in this space is Desert Gold Ventures (TSXV: DAU), a rising star in the West African mining landscape. What makes Desert Gold a potential gold mine for investors? A well-informed investor should know these key factors! Read on to learn more.
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Commented by Armin Schulz on November 4th, 2024 | 07:15 CET
Commerzbank, Desert Gold, Covestro – Potential check for takeover candidates
In a dynamic economy where opportunities and risks are closely intertwined, stocks affected by takeover offers or corresponding rumors offer a unique potential for investors. These situations not only present the chance for sharp price increases but also provide fascinating insights into the strategic considerations of companies and markets. When major players seek to gain new perspectives or create synergies, investors have ample opportunities to benefit from a potential uptrend. In this article, we highlight three companies that are either on the verge of an offer, have the potential to be a takeover target, or are already the subject of a takeover bid.
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Commented by Stefan Feulner on November 4th, 2024 | 07:00 CET
Exxon, F3 Uranium and JinkoSolar with tailwinds
The past trading week was marked by high volatility as the tech giants released their third-quarter results. Given the still unresolved election in the United States, it is unlikely that the volatility will subside soon. Investors should, therefore, prepare themselves for another rollercoaster ride on the markets until a final election result is confirmed.
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Commented by Fabian Lorenz on November 1st, 2024 | 07:00 CET
Takeover fever and buy recommendation! Evotec, Nel ASA, Barrick Gold, Desert Gold
A hot takeover candidate in the gold sector is Desert Gold. Gold production in West Africa is expected to start in 2025. It is quite possible that one of the major gold companies will make a move by then. After the disappointing quarterly figures from Barrick Gold and Newmont calls for takeovers are growing louder. Analysts see significant upside potential. In the biotech sector, Evotec is repeatedly being discussed as a takeover candidate. The core business is considered extremely attractive, and the new CEO is expected to eliminate all the legacy issues this year. Next week will be exciting! And then there is Nel. Operationally, things are not going well for the former hydrogen star. Can the collaboration with a potential buyer turn things around?
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Commented by André Will-Laudien on October 31st, 2024 | 07:45 CET
New gold record at almost USD 2,800 and takeover circus! 1000% chance with Desert Gold
Why are precious metal prices rising so sharply?
For three weeks now, prices for gold and silver have been soaring. Yesterday, the price of gold reached a new record high of USD 2,795. The price is being driven by speculation about falling interest rates and the uncertain outcome of the US presidential election. Among the key price drivers is the speculation on lower interest rates, especially after major central banks like the Fed and the ECB have officially initiated a shift in their monetary policy by lowering their key interest rates. Since gold does not yield any market interest, speculation about further falling financing rates and crumbling government bond coupons automatically leads to higher demand for gold. Then there are the ongoing geopolitical conflicts around the world, which are moving into a new dimension with the attacks and retaliatory strikes between Israel and Iran. The impending election also plays a significant role, with market participants preparing for a potential presidency under Donald Trump, as polls indicate his victory is becoming more likely. Here, too, gold is benefiting from the prospect of an election victory by the former president, as he is likely to massively expand the country's debt due to the announced investments in industry and security, but at the same time, force the Fed to cut interest rates further to make this course of action financially viable. However, since a Trump presidency remains uncertain, the precious metal should have further upside potential in the short term while also experiencing significant fluctuations.
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Commented by André Will-Laudien on October 31st, 2024 | 07:15 CET
Uranium Energy Rally 3.0! Another 100% with acquisitions at Nel, F3 Uranium, Plug Power, JinkoSolar and ARI Motors
Energy policy has become quite complex. The EU sanctions fossil fuels and gold from Russia but leaves out uranium. Why? There is one nuclear energy fan that vehemently opposes it behind the scenes in Brussels: France! Other countries like Poland, the Czech Republic, and Finland have also emerged as followers. Sweden and Romania each have two additional reactors in the planning stage, which the authorities have already approved. So, it is a two-tier society within the EU, which leaves Economic Minister Robert Habeck looking particularly foolish, especially as he secured costly LNG gas from Qatar on a 10-year contract to shut down domestic reactors. More mismanagement is hardly possible. The fact remains: with the renewed demand for uranium, supply will likely struggle to keep up in the coming years. F3 Uranium holds extensive concessions in the largest uranium mining district in the world: the Athabasca Basin. The industry is preparing for the impending supply bottleneck with acquisitions and purchases. Investors have the potential to double their returns now!
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Commented by Fabian Lorenz on October 31st, 2024 | 07:00 CET
Siemens Energy unstoppable! BYD in a trade war? First Hydrogen share set for a price jump?
More and more analysts are suggesting it might be time to sell Siemens Energy stock. After all, the share is one of the top performers this year, with a price gain of more than 200%. What are the arguments in favour of selling? In contrast, anti-cyclical investors could add First Hydrogen shares to their portfolios. With plans to roll out hydrogen solutions for commercial vehicles across Europe, First Hydrogen's stock appears to have stabilized and represents the new generation in the hydrogen sector. Meanwhile, BYD is growing strongly. The Chinese are aiming for an aggressive expansion in Europe, but what do the new punitive tariffs mean? Is a trade war looming?
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Commented by Juliane Zielonka on October 30th, 2024 | 07:45 CET
Nyxoah, Bayer and Palantir - The billion-dollar precision medicine market: Why investors are now taking notice
Precision medicine is revolutionizing global healthcare: Experts predict that this future market will reach over USD 175 billion by 2028, driven by the growing demand for individualized treatment methods. Three companies stand out in particular: Belgian medical technology company Nyxoah is developing a mask-free therapy for the 936 million people worldwide with sleep apnea with its Genio system, while Bayer AG is revolutionizing fertility treatment through real-time hormone monitoring through its partnership with Impli. With its foundry platform, technology leader Palantir enables pharmaceutical giant Sanofi to analyze the health data of over 300 million patients. These patient-centered innovations not only promise better treatment outcomes for millions of people but also present investors access to one of the most dynamic growth markets in the healthcare sector.
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