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Commented by Stefan Feulner on December 29th, 2023 | 07:00 CET
Siemens Energy, Klimat X Developments, Nio - Heavy traffic at the end of the year
The last stock market trading week of 2024 has it all. After briefly catching its breath, Germany's leading index, the DAX, is preparing to break through the 17,000 mark again. Meanwhile, new record highs have already been reported from the US. Both the Dow Jones and the Nasdaq-100 are at their highest levels ever. With the anticipation of interest rate cuts, there is a good chance that the upcoming trading year will bring further increases in stock prices.
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Commented by Juliane Zielonka on December 28th, 2023 | 07:40 CET
From record production to billion-dollar deals: Prospera Energy, Occidental Petroleum and Tesla in the spotlight
The world is undergoing an energy transition, and pioneering projects in Saudi Arabia demonstrate the significant role of renewable energy. Energy companies like Prospera Energy are experiencing record production with over 1,500 BOE/D. Value appreciation and a focus on reserves make Prospera Energy an attractive investment candidate, especially given the rising global demand for oil and gas. Warren Buffett is backing precisely these types of companies, such as Occidental Petroleum (OXY). The planned acquisition of CrownRock for USD 12 billion promises a significant increase in sales for the oil and gas company. Berkshire Hathaway is, therefore, increasing its stake in OXY by 5.2 million shares. While Tesla faces challenges with its electric vehicle (EV) doors, BYD is outperforming in the global BEV market. The Chinese car manufacturer has already overtaken Tesla in terms of market share, recording a 68% increase compared to the previous year. The future of electric mobility could lie in Chinese quality and reliability and, above all, in oil and gas companies. Where is the next profit leap?
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Commented by Fabian Lorenz on December 28th, 2023 | 07:30 CET
Morphosys with 50% risk? BioNTech and Defence Therapeutics share with positive news
Will the Morphosys share price halve? Analysts believe this is possible, although the German biotech veteran has been one of the winners in the sector this year. Overall, biotech shares were not among the favorites of investors in 2023. Nevertheless, the billion-dollar takeover of Karuna Therapeutics by Bristol-Myers Squibb announced yesterday gives the sector hope for a better performance in 2024. Today, we are focusing on three companies of different sizes, including Morphosys and Defence Therapeutics. The biotech company with a focus on immuno-oncology is closing the year with further positive news. The FDA has given the green light for the start of trials next year, which could open up a market worth billions. BioNTech has several pieces of positive news. Here, too, the FDA has made a positive statement, and the Company has achieved a milestone victory against CureVac.
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Commented by Armin Schulz on December 28th, 2023 | 07:10 CET
Barrick Gold, Desert Gold, Bitcoin Group - Currency revolution: Beyond the dollar
In a world characterized by financial uncertainty and rapidly changing market conditions, investors are increasingly seeking secure investment options that not only protect their wealth but also offer growth potential. Gold and cryptocurrencies have come to the forefront in recent years as two attractive asset classes that can serve as a counterbalance to traditional financial instruments. There are three key reasons for adding gold and cryptocurrencies: Inflation protection, diversification and the potential for significant capital appreciation.
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Commented by Stefan Feulner on December 28th, 2023 | 07:05 CET
Liquidia, Cardiol Therapeutics, Bristol-Myers Squibb, Pfizer - Analysts comment on their favorites
The NASDAQ Biotechnology Index has been in the green since the beginning of the year with a mini gain of 1%, but the rebound since the lows at the end of October gives hope for a much more positive stock market year 2024 for the capital-intensive sector. In addition to the multiple interest rate hikes by the central banks, the biotech sector has been weighed down, in particular, by slower progress in research and development. With the expected start of a cycle of interest rate cuts, financing and capital costs are falling, which could lead to rising prices.
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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET
Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?
Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.
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Commented by Fabian Lorenz on December 27th, 2023 | 07:30 CET
Christmas Surprises: Nel, CureVac, SMA Solar, Altech Advanced Materials
Far from a peaceful Christmas season, these stocks had some exciting news just before Christmas Eve: While SMA Solar had to fend off a short attack, CureVac lost the first round in the patent dispute with BioNTech over the COVID-19 vaccine. CureVac claims a share of the billions in profits for itself. Will CureVac now walk away empty-handed? In contrast, Altech Advanced Materials can pop the corks before New Year's Eve. The Company has reached another milestone on the road to revolutionizing battery technology. The feasibility study promises millions in profits. Nel can look forward to special earnings as a fine is significantly lower than expected.
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Commented by Armin Schulz on December 27th, 2023 | 07:15 CET
TUI, Saturn Oil + Gas, Bayer - Find the 2024 doubler before the end of the year
The indices are close to their all-time highs, and at the end of the year, investors are starting to adjust their portfolios to optimize their taxes. If you still want to find stocks that have the potential to double, you have to look at the stocks that have not performed so well this year. The stock market moves in cycles, and what was not in vogue this year may be in again next year. The most important thing is that the companies you want to invest in are earning money and have learned from the problems that have put the share price under pressure. We take a look at three promising candidates.
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Commented by André Will-Laudien on December 27th, 2023 | 07:00 CET
The 2024 share rocket without e-funding - BYD, Defense Metals, Porsche and Volkswagen
With the supplementary budget 2023, the fate of the e-funding was sealed. On December 16, the purchase premium hammer came down in an "ad hoc announcement" from Berlin: The funding of up to EUR 4,500 for the purchase of a new e-vehicle has expired with immediate effect. This was announced by the Federal Office for Economic Affairs and Export Control (BAFA). The deadline for applying for the funding ended on December 17, 2023, meaning that e-mobility is now a thing of the past. Only the reduced tax rate under the company car scheme and the general exemption from vehicle tax remain. Consumer advocates are complaining about the unequal treatment of different mobility concepts that have prevailed for years, and the Federal Constitutional Court will likely have to deal with this issue in due course. Time for investors to rethink - where are the opportunities in the investment year 2024?
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Commented by Armin Schulz on December 22nd, 2023 | 07:15 CET
Edison Lithium, Mercedes-Benz, Volkswagen - Electric car premium cancelled: What now?
While electric cars are gaining ground worldwide, the German federal government has decided to end the environmental bonus for electric vehicles. New applications are no longer possible, leading to uncertainty about the future of the e-car market in Germany. This puts the target of 15 million electric cars by 2030 in jeopardy. We will, therefore, look at two of the leading car manufacturers in Germany and analyze what impact this decision will have. We will also look at Edison Lithium, a company that can provide the critical raw materials for electric vehicles. The demand for lithium and cobalt will increase significantly in the coming years.
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