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Commented by Fabian Lorenz on July 14th, 2022 | 12:35 CEST
Nel successful in Australia, Rheinmetall recommended by Goldman and Barsele Minerals for the gold comeback
Interest rate fears, a looming recession and war in Ukraine - There are numerous reasons for nervousness on the stock market. But especially in uncertain times, the chances of long-term price gains are high. But where is the safe haven at the moment? Gold, renewable energies or even armaments? Gold is undoubtedly one of the disappointments of the year. The strong US dollar is weighing on the sector. But gold stocks are cheap. Alongside heavyweights, there are also explorers such as Barsele Minerals, and the Canadians bring takeover fantasy. Golden times are predicted for companies in the renewable energy sector. Hydrogen specialist Nel shines with an order from Australia. And defense companies like Rheinmetall are facing a super cycle. At the same time, the MDAX group is also getting involved in fuel cells, and Goldman Sachs advises buying.
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Commented by Juliane Zielonka on July 14th, 2022 | 12:31 CEST
Kleos Space, BYD and Alibaba: Protection of the states or protection from the state?
The US dollar and the euro have reached parity. Which industries and countries still offer growth opportunities? A look at the industrial boom country China shows that investments there are still associated with increased risk. Are BYD and Alibaba still worthwhile? A well-known US American has managed to send the value of the electric car company plummeting on the back of a mere rumor. And Elon Musk is not the only one hanging around in space - security is a top priority there, too, as Kleos Space proves. A new CFO is on board.
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Commented by Stefan Feulner on July 14th, 2022 | 12:27 CEST
New opportunities for copper - Rheinmetall, Alpha Copper, Nordex
Last year, the expansion of renewable energies, for which copper is elementary due to its conductivity, proclaimed a new supercycle. The result was a new 10-year high for the red metal and prices above the USD 10,000 mark per ton. Currently, the specter of recession hovers over the markets, and the correction of the base price passed the 25% mark this week. However, copper will remain a scarce commodity in the coming years and the already tight supply will not be able to keep up with the substantial increase in demand. Thus, there is a second chance for investors in the long run.
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Commented by Nico Popp on July 14th, 2022 | 12:17 CEST
The trend is here to stay: BYD, Meta Materials, JinkoSolar
Uncertainty is currently taking on great proportions on the stock market and in the media. There is talk of the end of German industry and a recession that will sweep everything away. But what if things soon turn out quite differently? The markets have already priced in many things. For investors who now focus on trends that are here to stay, this could be a good time to enter the market. We explain how this can work and which stocks are suitable.
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Commented by Armin Schulz on July 13th, 2022 | 14:35 CEST
Barrick Gold, Desert Gold, First Majestic Silver - Is it worth buying precious metals shares now?
Recently, the prices of precious metals went under the wheels, bringing back memories of the financial crash in 2008. Back then, the stock markets were also in a bear market and precious metals were considered a safe haven. But both gold and silver were sold off at that time. Subsequently, both precious metals rallied by almost 200% in gold and 500% in silver. The question is whether we have already found the bottom? The dollar's strength increases the price of commodities because the ounce is traded in USD. Add to that weak demand from China due to the zero-covid policy and rising interest rates. Today we look at three companies that own precious metals.
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Commented by Carsten Mainitz on July 13th, 2022 | 14:32 CEST
Lynas Rare Earths, Defense Metals, Rheinmetall - The arms industry is booming
Since the end of February, a bitter war has been raging in Europe, with currently no end in sight. In the first weeks, attempts were made to stop the war with diplomacy, but this strategy is now off the table. Rearmament is the motto. NATO and its allies are supplying heavy weapons to Ukraine to stop the Russian aggressor. In addition, many Western countries, led by Germany, decided to increase their defense budget in the coming years. The primary beneficiaries of these measures, in addition to the arms corporations, are the producers of rare earth metals.
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Commented by André Will-Laudien on July 13th, 2022 | 14:28 CEST
Mercedes-Benz, JinkoSolar and Globex Mining with top news - Nordex needs money again!
Rising commodity prices have recently pushed inflation in Europe to over 7%. With the ongoing conflicts, economic forecasts for global growth are now also clouding over further. The German Federal Bank expects increasing economic risks in the second half of the year and consequently reduced demand for raw materials. As a result, inflation is expected to fall next year due to the high base effects from 2022. The beneficiaries would be the industries currently suffering from fragile supply chains and dependent on a stable supply of raw materials. Hopes are therefore pinned on a near end to the war in Ukraine. Which stocks could then benefit very quickly?
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Commented by Fabian Lorenz on July 13th, 2022 | 14:27 CEST
MorphoSys facing a takeover? Exciting autumn ahead for BioNTech and XPhyto
Biotech investors could be in for an exciting autumn. After some sharp price corrections, positive things are happening again in the biotech sector. For one thing, the takeover carousel. It all started in June when Pfizer announced the acquisition of migraine specialist Biohaven for USD 11.6 billion, and GlaxoSmithKline plans to swallow Sierra Oncology for around USD 1.9 billion. Recent deals include the acquisitions of ViaCyte, La Jolla Pharmaceutical and Pliant Therapeutics. MorphoSys is also a possible takeover candidate. It could be a win-win for the German biotech company if the price is attractive. Xphyto could also see at least one investment, as a market-ready product has great potential.
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Commented by Stefan Feulner on July 13th, 2022 | 14:23 CEST
Renewable energies on the verge of a comeback - JinkoSolar, dynaCERT, Nel ASA
Despite the statement of the politicians to build renewable energies even faster and on an even larger scale in the future, the corresponding market leaders correct strongly and reduce the admittedly exaggerated valuations of 2020 and 2021. After losses of sometimes more than 50%, hydrogen wind or photovoltaic stocks are becoming interesting again, at least selectively, to be able to outperform one' s portfolio in the coming years.
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Commented by Stefan Feulner on July 12th, 2022 | 14:12 CEST
Erin Ventures with multiplication potential, BYD on top, Nordex looking for the bottom
The capital markets are going crazy at the moment. Volatilities are rising on the one hand due to uncertainties regarding fears of recession, and on the other hand, due to worries about too large interest rate jumps. The safe-haven gold is losing more and more value every day, and the euro is heading towards parity. Shares in future technologies, the construction of which is expected to be significantly accelerated by Russia's invasion, also continue to be in correction mode. However, opportunities lurk here, especially in the long term, which can significantly outperform the market.
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