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Commented by Armin Schulz on December 7th, 2022 | 09:50 CET
TotalEnergies, Saturn Oil + Gas, Shell - Energy shares as a booster for the portfolio
Now it is here, the oil embargo against Russia. The oil price was volatile before, and now with the new sanctions, it could get even more chaotic. The International Energy Agency fears that Russia could significantly reduce its oil production. That would cause the supply on the market to drop sharply and the oil price to rise. If there is a global recession, this will reduce demand, but due to the steadily increasing population, the need for oil continues to grow. As of November, there are 8 billion people living on our planet. The supply of oil will remain important in the coming years. We, therefore, take a look at three companies in the sector.
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Commented by Stefan Feulner on December 7th, 2022 | 09:48 CET
Nordex, Kodiak Copper, Geely - Exploding demand, rising prices
In the coming decades, the electrification of transport is expected to continue to grow strongly, with battery-powered electric cars replacing internal combustion engines. In addition, the shift from fossil fuels to renewable energy sources such as wind and solar power will be greatly accelerated, both to reduce dependencies and to meet established climate targets. This transformation is expected to explode the demand for critical raw materials for climate change. Copper, in particular, plays a vital role in this.
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Commented by Nico Popp on December 7th, 2022 | 09:45 CET
Volkswagen, Altech Advanced Materials, NIO: Where does the starting signal come from?
The whole world is currently investing in renewable energy and storage solutions. Germany, in particular, is considered a pioneer when it comes to promoting environmentally friendly energy sources. However, it looks as if other regions, such as Asia and North America, are overtaking Europe. We look at what the current situation means for investors and which companies can profit regardless of the situation in Germany.
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Commented by André Will-Laudien on December 5th, 2022 | 12:43 CET
Attention biotech stocks: Bayer, BioNTech, Defence Therapeutics and Morphosys - These stocks look good!
After months of selling off, they are back: biotech stocks! A strong turn on the NASDAQ quickly flushed the beaten-up stocks back to the top of the hit lists. With COVID out of the spotlight, companies are returning to their long-term research lines. These have been heavily focused on cancer in recent years, and now there is even groundbreaking news on metastasis. BioNTech has thus already gained more than 40% since the October low. Morphosys, on the other hand, lost another 40% after an Alzheimer's study failed to deliver valuable results. It is worth taking another look at the sector.
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Commented by Armin Schulz on December 5th, 2022 | 11:18 CET
BYD, First Hydrogen, Daimler Truck - Green solutions as a booster for the portfolio
With the climate crisis worsening, the need for viable solutions and systems to reduce emissions is greater than ever. One area that has a major impact on emissions is freight transport. As the demand for freight transportation increases, so does the emissions released into the atmosphere. This not only has a serious impact on the environment but also affects the sustainability of the freight transport industry. So the question is, what kind of drive system will prevail in freight transport? Will it be electric propulsion or hydrogen propulsion with its fuel cells? We take a look at three companies that are focusing on different drive systems.
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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET
Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!
The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?
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Commented by Stefan Feulner on December 5th, 2022 | 10:41 CET
Plug Power, dynaCERT, Nel ASA - The tension rises
Hydrogen is a central building block for the energy transition and is considered the key to the successful decarbonization of the economy and the transport sector. Despite policy support programs for hydrogen strategies worldwide and the positive outlook for the future, companies listed on the stock exchange are still stuck in the correction. The final breakthrough could still take decades. On the other hand, bridging technologies benefit from the protracted implementation and can be used immediately in a wide range of industries.
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Commented by Nico Popp on December 5th, 2022 | 10:36 CET
Where gold shines brightest: Barrick Gold, Desert Gold, Uniper
Secretly and quietly, gold has stalked towards the USD 1,800 mark. The reasons are the weaker dollar in combination with a possible end of the interest rate turnaround and the growing uncertainty: Even if current economic data, such as the recently published US labor market report, give hope, the risks are growing in the long term. We look at two exciting gold stocks and use the example of Uniper to explain why gold could soon be booming.
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Commented by Nico Popp on December 5th, 2022 | 10:14 CET
Investment stories that inspire: Freyr Battery, Manuka Resources, BASF
In order to be successful with stocks in the current market situation, a thorough analysis of companies and their business models is required. Blanket instructions for action do not lead to success. Investment strategies such as the value approach and the focus on unconditional growth are not guaranteed to lead to success. What matters now are convincing investment stories! We take a look at three stocks that are currently in focus and check their future.
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Commented by André Will-Laudien on December 1st, 2022 | 13:18 CET
Who builds the best battery? Varta, Altech Advanced Materials, SFC Energy, IBU-tec - The entry is tempting!
Three years ago, the Chinese battery market leader CATL presented its cell-to-pack technology to the world for the first time. A new battery with this design is now said to give e-vehicles a range of 1,000 km and super-fast charging in just 10 minutes. According to CATL, the "Qilin" battery is more powerful than Tesla's 4680 cells. CATL plans to begin mass-producing the new battery in 2023. Whether the promised distance will be achieved, however, depends on the size of the installed battery and the vehicle's aerodynamics. In Europe and North America, research and development is also being carried out at full speed because the market for e-mobility still promises growth of over 30% per annum. What is the current status in Germany?
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