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Commented by Carsten Mainitz on July 28th, 2022 | 13:35 CEST
BioNTech, Defence Therapeutics, Valneva - Will the fall bring a new boost?
Officials expect the Corona pandemic to intensify sharply in the fall. Already, the number of cases is rising, as is the number of hospitalizations. To be better equipped against the currently prevalent Omicron variant, BioNTech/Pfizer have specifically adapted the Comirnaty vaccine to it. Valneva's recently approved vaccine also provides good protection against Omicron through a broader immune response to its inactivated vaccine. Also involved in vaccine development is the Canadian company Defence Therapeutics. It is currently attracting attention with its cancer-fighting developments and could become a real gem.
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Commented by Nico Popp on July 28th, 2022 | 12:27 CEST
Yield desire instead of travel frustration: TUI, Pathfinder, Deutsche Lufthansa
Summertime is travel time. But what happens when, as is currently the case, almost everything around the most beautiful days of the year goes wrong? The current ground staff strike organized by the trade union ver.di is causing flight cancellations. For many travelers, this is tantamount to missing out on their annual vacation. Added to this are Corona, summer flu and the general staff shortages. We look at three tourism stocks and do an investment check for you.
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Commented by Carsten Mainitz on July 28th, 2022 | 11:58 CEST
BYD, Almonty Industries, BASF - Positive analyst opinions
The first half of the current stock market year brought heavy losses due to political and economic uncertainties. For the leading American index, the S&P 500, this led to the most significant price correction since the 1970s. In Germany, the DAX 40 lost around 20% of its value. Investors are now eagerly awaiting the second quarter results. In addition to Deutsche Bank, carmaker Mercedes-Benz also posted surprisingly good results. The chemical company BASF is also more confident despite the existing gas crisis.
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Commented by Juliane Zielonka on July 28th, 2022 | 11:29 CEST
Amazon, Alphabet, Viva Gold Corporation - Is data really the new gold?
Internet giants like Amazon and Alphabet are betting on digital care. One Medical is the latest acquisition of the e-commerce group. The digital health company is changing hands for USD 3.9 billion, and with it, all the user data that has been created up to that point. Specifically, this is healthcare data. Is data the new gold? With volatile markets and runaway inflation, some calm in the portfolio from real gold can be beneficial. Exploration companies like Viva Gold Corporation are betting on working in the field with digital support. Recent drilling at the Tonopah project in western Nevada has been promising. Alphabet investors, on the other hand, had to take the latest quarterly figures with a slight disappointment. While things are moving forward in the cloud business, the group's growth has been one of the slowest.
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Commented by Stefan Feulner on July 28th, 2022 | 10:19 CEST
Nel ASA, Altech Advanced Materials, Varta - Gamechanger in the battery market?
Due to the energy transition, the transformation of transport from combustion engines to vehicles powered by electricity is underway. Globally, this is drastically increasing the demand for batteries. The battle for the best efficiency and range is in full swing, not just among electric car manufacturers. To date, the most powerful storage devices for electrical energy on an electrochemical basis have once again come from China. However, a German company is poised to become the new standard on the market by developing a new coating method.
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Commented by Mario Hose on July 28th, 2022 | 05:30 CEST
Almonty Industries CEO Lewis Black on the global dependence on China
Lewis Black is the CEO of Almonty Industries and has over 15 years of experience in the mining industry. The company is specialized in acquiring operations and assets in tungsten markets. Tungsten is one of the critical raw materials and with this in mind, Almonty's work is of importance to many different processing industries around the globe. In the current tense situation in connection with supply chain issues and sanctions as well as environmental protection requirements, the company is increasingly coming into focus.
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Commented by André Will-Laudien on July 27th, 2022 | 13:55 CEST
High-tech bottleneck: Rheinmetall, Defense Metals, JinkoSolar, Nordex: Strategic metals are more necessary than ever!
In addition to the increased risks for the energy supply with primary energy sources, there is also a growing shortage of strategic metals in the industry. These metals are needed in almost all high-tech applications and are difficult to obtain on the world market. The problem is that the leading producer, China, could turn to Russia at any time and slam the door on the West in terms of supply. Without these metals, however, many essential components would no longer be able to be produced. Some tech stocks have already reflected the difficult procurement situation in their share prices. What are the current opportunities and risks?
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Commented by Nico Popp on July 27th, 2022 | 13:14 CEST
Value stocks for today and the future: McDonald's, Saturn Oil + Gas, Coca-Cola
Especially those who now want to enter the stock market for the long term may be looking for a risk buffer. The value approach has proven its worth. The basic idea is to buy stocks with robust business models at low valuations and thus be protected on the downside even in the event of weak performance. The idea is that stocks we have bought at low prices also have upside potential. We present two typical value stocks and show why even value investors should sometimes break new ground.
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Commented by Armin Schulz on July 27th, 2022 | 12:49 CEST
K+S, Globex Mining, Barrick Gold - Has the bottom been reached for commodity stocks?
Recession fears have had a grip on the commodities sector in recent weeks. Copper was quoted below USD 7,000 per ton again for the first time. Two other factors create additional pressure. First, there is the strong dollar. The last interest rate hikes failed to lower the inflation rate. At the same time, the strong USD is making raw materials more expensive, which has led to a drop in demand. On the other hand, the zero-Covid policy in China is slowing demand. Nevertheless, the outlook for commodity stocks is good. At the moment, many companies are taking a wait-and-see approach because of the uncertainties. If the recession does not materialize, prices will soon rise again. The three companies we are taking a closer look at today will also benefit from this.
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Commented by Fabian Lorenz on July 27th, 2022 | 11:45 CEST
Opportunity for BYD, Plug Power and dynaCERT? Russia turns on the gas tap
Since yesterday, significantly less gas is flowing through the Nord Stream 1 pipeline to Germany. Russia is thus currently supplying only 20% of the possible capacity, showing again how unreliable Russia is and how dependent Western Europe - especially Germany is. On the other hand, it shows how important it is to promote alternative energies and energy efficiency, which means opportunities for companies like BYD, Plug Power and dynaCERT. Chinese carmaker BYD wants to expand its battery production and analysts see over 100% share price potential. dynaCERT could be due for a revaluation due to certification. Plug Power shareholders are currently watching the discussion about the government subsidy for hydrogen in the USA with bated breath.
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