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Commented by Armin Schulz on January 4th, 2024 | 07:45 CET
Almonty Industries, Volkswagen, Rheinmetall: Which share will take off in 2024?
The new year has barely begun, and investors are looking for the winning stocks for the coming year. Investors should keep an eye on the critical raw material tungsten, which Almonty Industries produces. There is significant dependence on China and Russia in this sector. The areas of application are diverse and range from electric cars, which Volkswagen builds, to medical products, metal alloys, industrial applications, electronic devices and the defense industry, where Rheinmetall operates. In times of increasing conflicts and escalating trade disputes between the US and China, essential resources such as tungsten are increasingly coming to the fore. We look at which of the three shares could take off in 2024.
ReadCommented by Fabian Lorenz on January 4th, 2024 | 07:30 CET
Price rockets 2024? Bayer, Siemens Energy and dynaCERT
Analysts expect Siemens Energy shares to gain 50% in the new year. But have the problems from 2023 really been dealt with? There are doubters, and their price targets are significantly lower. Bayer has also had a challenging year. The share was one of the weakest DAX stocks in 2023. Will 2024 bring new momentum? At least 2023 ended with an important stage victory. But analysts remain skeptical. There are reasons for a pleasing share price performance in 2024 at dynaCERT. The hydrogen company has three hot irons in the fire and landed numerous orders in 2023. Sales should now pick up, and the share should break out of its sideways trend.
ReadCommented by André Will-Laudien on January 4th, 2024 | 07:15 CET
This is where the music plays: Top values wanted for 2024! Mercedes, Globex Mining, BYD, and NIO to the inspection!
It was a challenging year for the otherwise popular automotive stocks. Berlin and Brussels no longer want combustion engines, but consumers do. Then, to top it off, the environmental bonus was also cut at Christmas. The traffic light coalition believes that e-mobility should now sell itself. Far from it, say the experts: combustion engines still account for 97% of road vehicles. Those in office are governing for minorities, as there has long been a lack of scientific facts and a lack of tact. But well, customers are voting with their feet, turning new vehicles into shelf warmers and buying their beloved diesel SUVs through the used car market. This market could even flourish over the next few years and demand scarcity premiums. Where are the opportunities for investors?
ReadCommented by Fabian Lorenz on January 3rd, 2024 | 07:20 CET
100% share price increase in a few days! Plug Power, BYD and Defense Metals shares
Within just a few days, the Defense Metals share price more than doubled shortly before Christmas. Even if the price level of the developer of a rare earths project in Canada could not be fully maintained, the share is entering 2024 with new momentum. Important data is due soon. If these are also positive, the current valuation of around CAD 50 million could be a real bargain. Plug Power is not a bargain despite the massive drop in the share price. The hydrogen specialist needs to grow and accelerate its path to break even. The e-commerce giant Amazon should help with this. BYD can only dream of doing big business in the US so far. The market is closed to Chinese e-car manufacturers. Is it justified?
ReadCommented by Armin Schulz on January 3rd, 2024 | 07:10 CET
Bayer, Defence Therapeutics, Pfizer - Buckle up for the rebound
As the end of the year approaches, the savvy equity investor begins to optimize their equity portfolio for tax purposes. During this time, investors are particularly keen to review their investments and make strategic adjustments to minimize the tax burden. This approach, often referred to as "tax-loss harvesting" or "loss offsetting", involves the clever realization of losses in order to reduce capital gains tax due on profits made in the same year. This means that shares that have not performed so well over the course of the year are often sold off again in December. In the new year, the selling pressure disappears, and the shares can start their rebound. Today, we are looking at three potential candidates.
ReadCommented by André Will-Laudien on January 3rd, 2024 | 07:00 CET
Donald Trump turns 2024 into a false start - This is where the action is: TUI, Lufthansa, Desert Gold and Alibaba
"If I do not become president, the stock market is in for a bigger crash than the Great Depression of 1929," proclaimed Donald Trump, the former president and Republican aspirant, at the end of the year. The assessment makes for amusing and entertaining reading and contains an important message. The economy is sluggish, war is raging in many places, and inflation is galloping. Why are stocks still trading near their all-time highs? It is the interest rate fantasy because between 4 and 7 interest rate cuts by the ECB and the Fed are expected in 2024. This will allow countries to continue their bloated and debt-financed budgets, but it will not create prosperity in the long run. Despite Trump's gloomy forecast, we look at some interesting turnaround stocks.
ReadCommented by Armin Schulz on January 2nd, 2024 | 08:00 CET
BYD, a pioneer in electromobility: Can First Hydrogen and Plug Power follow suit with hydrogen?
The future of mobility is increasingly environmentally conscious and innovative: now that electric cars have firmly established themselves on the market, hydrogen propulsion is emerging as a promising candidate for a green transportation revolution. Driven by the increased use of renewable energies, we are seeing growing potential for the production of green hydrogen. It is in the spotlight of current energy strategies and could come into its own, particularly in areas of mobility where electric batteries are reaching their limits. We look at the top dog of electromobility and two companies that focus on hydrogen.
ReadCommented by André Will-Laudien on January 2nd, 2024 | 07:10 CET
Returns beckon here: The Biotech favorites for 2024! BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys in focus
The past year was a disaster for investors in the Biotech sector - no golden check as often seen before. Despite all the gloom, the key indicator, the Nasdaq Biotechnology Index (NBI), has managed an annual gain of around 7% since the end of October, thanks to a fabulous 15% upswing. The index was temporarily down 12%. High capital costs made it difficult for research-based companies to refinance, and it is only now, with falling inflation rates, that interest rate hopes are reviving. The 10-year yield in the US fell by more than 100 basis points from 4.98% to 3.84% in a short space of time. Now, the industry senses a positive outlook again. At the end of the year, the positive environment helped some Biotech stocks shake off the negative trend and initiate a turnaround. Which stocks should we focus on?
ReadCommented by Juliane Zielonka on December 29th, 2023 | 07:40 CET
Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now
Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.
ReadCommented by André Will-Laudien on December 29th, 2023 | 07:15 CET
The big turnaround 2024: Hydrogen with Nel, Plug Power, ThyssenKrupp Nucera and dynaCERT
While the DAX 40 and NASDAQ indices are climbing to new all-time highs, hydrogen stocks are sinking further and further into the ground. But there is hope! With the exception of the OPEC states, around 200 countries have spoken out in favor of phasing out fossil fuels at the COP28 Climate Conference in Dubai. This should give the signatory governments a good opportunity to restart their state subsidy programs in favour of alternative energies in the coming year. Now is the time to re-examine the battered sector. Nel ASA and Plug Power have recently reported declining order volumes, while dynaCERT and Nucera are performing well operationally. We are looking at a sector that has the potential to gain several hundred percent in 2024.
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