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Commented by Stefan Feulner on October 6th, 2023 | 07:20 CEST
Nordex, dynaCERT, SMA Solar - Future Industries on Sale
Companies in the renewable energy sector have been in a sharp correction for months. Whether wind, hydrogen or solar, share price losses of over 50% for market leaders such as Plug Power or Nel Asa have not been an isolated case since the beginning of the year. Nevertheless, the future looks promising in these areas, as sharp price setbacks often represent unique long-term buying opportunities.
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Commented by Juliane Zielonka on October 6th, 2023 | 07:00 CEST
Saturn Oil + Gas, Siemens Energy, Allianz: Perennial favorites in the energy sector and insurance - Which stocks are in for big price jumps?
Classic sectors such as energy and insurance are currently attracting the attention of investors. The Allianz Group, as an insurance company, is going through a tough restructuring process and has appointed a new CFO. This time, a woman is to do the extensive cleaning. Shareholder confidence is the currency for valuable business; if it falters, as in the case of Siemens Energy, the wind energy company faces a strong headwind due to its opaque external communication. Clear communication, even in the face of setbacks, gets shareholders on board. In the energy sector, Warren Buffett recently increased his stake in an oil company. A promising candidate in this sector is Saturn Oil & Gas. The Company has the potential to achieve a share price of EUR 3.90 compared to the current EUR 1.88. Investors can learn about the management team's approach in this article.
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Commented by Nico Popp on October 5th, 2023 | 09:10 CEST
Plain talk from the "Auto-Pope" - this changes everything! Mercedes-Benz, NIO, Power Nickel
Ferdinand Dudenhöffer heads the CAR Center Automotive Research in Duisburg and has been the go-to media expert for cars for decades. Over the years, Dudenhöfer has seen many trends come and go. In his latest guest commentary in Handelsblatt, Dudenhöffer did not mince his words and identified a new development that, regardless of the electrification of the industry, could determine success or failure - what new manufacturing means and how the upheaval could affect auto stocks. We provide an analysis.
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Commented by André Will-Laudien on October 5th, 2023 | 08:50 CEST
Hydrogen - further caution. Gold - strong buy! Nel, Plug and Nucera in the sell-off, consider increasing Globex Mining!
The year 2023 will go down in the history books as the anti-bull market for hydrogen stocks. Because of political declarations of intent, they were the most sought-after stocks on the stock market in 2019 and 2021. However, instead of public and private initiatives, hydrogen is becoming a specialized solution. Electrolysis, which is costly, makes sense where there is enough green energy and surplus available from the grid. In Europe, however, there is more of an energy problem, and expensive hydrogen cannot offer economic solutions. Investors are therefore rethinking and selling the still costly stocks. Mining and mining stocks have also fallen in 2023, but gold and strategic metals have an undeniable demand. Taking a look at Globex Mining could be worthwhile at this point. Here are some ideas for the active investor.
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Commented by Nico Popp on October 5th, 2023 | 08:35 CEST
Future investments that will soon ignite: Volkswagen, JinkoSolar, Defense Metals
Do you wish you had a crystal ball? What a question! Those who know the future could make great profit from it. But even without magical powers, one can succeed in consistently aligning your portfolio with the future. We explain how this works and what investors need to watch out for. In addition, we present three companies with great future potential and highlight when investments could be worthwhile and when investors would be better to wait and see.
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Commented by Fabian Lorenz on October 5th, 2023 | 07:10 CEST
Buy biotech stocks now? BioNTech, Morphosys and Cardiol Therapeutics in check
In times of high interest rates, the wheat is separated from the chaff, even in the biotech sector. After all, young research-based companies, in particular, have a high demand for capital. But at the moment, all companies are being lumped together. This opens up clear buying opportunities because some have full coffers. BioNTech belongs to this group. Thanks to the COVID-19 vaccine, research is fully financed. The same goes for Cardiol Therapeutics. The share of the Canadians is one of the summer's high flyers, and the recent price setback offers an entry opportunity. The analysts' price target is over 300% above the current level. And what do analysts say about the German biotech veteran Morphosys? Goldman Sachs has tripled its price target.
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Commented by Fabian Lorenz on October 4th, 2023 | 08:15 CEST
Battery vs. hydrogen! Buy Nel ASA now? Or is FREYR Battery or Altech Advanced Materials better?
Should investors bet on battery stocks over hydrogen stocks? At least when looking at investor darlings like Nel and Plug Power, the answer to this question seems to be "yes" at the moment. The Nel share, in particular, has been hit hard. In local currency, it is trading at its lowest level since the beginning of 2020. Is there hope for a rebound? Or are investors better off betting on battery newcomers like FREYR Battery or Altech Advanced Materials? In terms of share price, Germany's Altech has been the best performer this year, and at the recent Capital Markets Day, management expressed confidence that it would soon take the battery market by storm. So, what is the current status of hopes for hydrogen and batteries?
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Commented by Stefan Feulner on October 4th, 2023 | 08:05 CEST
Coinbase, Smartbroker Holding, MicroStrategy - Strong upward wave expected
No sooner does the world's largest cryptocurrency surpass the USD 28,000 mark than the bulls increasingly enter the market and announce gigantic price targets. In view of the upcoming halving in April next year, which will inevitably lead to a supply shortage, market experts assume a six-digit price level for bitcoin. Profiteers of the expected bull run include not only Bitcoin holders but also cryptocurrency exchanges and online brokers that facilitate trading on their platforms.
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Commented by André Will-Laudien on October 4th, 2023 | 07:50 CEST
Mega battery deal at First Phosphate, BASF, VW and BYD with buy signals
The last IAA in Munich was a memorable showdown for the local automotive industry. More than 750 exhibitors from 109 countries showcased their e-mobility innovations. In addition to autonomous driving with AI support and various new technical features, however, one topic in particular preoccupied trade visitors: how can manufacturers get more power, longevity and safety into powertrain batteries? Li-ion technology has now been in use for over 20 years. But where is the future state of the art? BASF and First Phosphate have new developments to offer in this regard. Manufacturers like BYD and Volkswagen have the global market shares to make these innovations fly. Where should investing be done now?
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Commented by Armin Schulz on October 2nd, 2023 | 08:25 CEST
First Phosphate, Volkswagen, Varta - Battle for battery raw materials picks up speed
The global demand for electric vehicles is steadily increasing, driving the need for battery raw materials. However, the battle for these coveted raw materials has political consequences, particularly concerning the strained relations between the US and China. The US has recognized that it is heavily dependent on China for access to key battery raw materials, which has led to tensions between the two countries. The US is working to reduce these dependencies. This is reason enough to examine three companies that rely on battery raw materials.
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