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Commented by Fabian Lorenz on December 28th, 2022 | 08:05 CET
Outperformer stocks in 2023? BioNTech, Steinhoff, Saturn Oil + Gas, K+S
Will energy stocks continue to be outperformers in 2023? In any case, in 2022, MSCI World Energy clearly outperformed MSCI World. In the case of individual stocks, Shell, for example, has gained over 45% in the current year. Jefferies recommends the stock as a buy with a target price of GPX 3100 (pence). Warren Buffett has also invested billions in the oil sector in 2022. Chevron and Occidental Petroleum are among Berkshire Hathaway's seven largest holdings. Energy, after all, is likely to be in demand in 2023. Those looking to bet on a laggard should look at Saturn Oil & Gas. The Canadian oil producer faces a milestone in 2023, and analysts see over 200% upside potential. BioNTech enters the new year with solid newsflow. And what is Steinhoff doing after the horror news?
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Commented by André Will-Laudien on December 27th, 2022 | 09:47 CET
Hydrogen shares - Environmental technology to take off in 2023: Plug Power, dynaCERT, ThyssenKrupp and Uniper
As we look ahead into the new year 2023, hydrogen technology could positively contribute to the energy transition for the first time. The key factors are the stroke rate, the price and the quantity that can be generated in an environmentally friendly manner to industrial standards. Plug Power, one of the market leaders in modern fuel cell systems, will bring H2 technology to market in large-scale production. Canada's dynaCERT is already delivering good H2 augmentation systems, and Germany could once again become an engineering hub. Where are the opportunities for investors?
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Commented by Fabian Lorenz on December 27th, 2022 | 06:07 CET
Excitement at BASF, Nel ASA, Meta Materials: Shares for 2023
After a difficult 2022, investors are looking ahead to the coming year. In 2023, it will be important to pick the right stocks again because there will be winners - despite the war in Ukraine, high inflation and rising interest rates. At the same time, the price rockets of the old year are rarely also those of the new year. As is well known, BASF shares have struggled in 2022. If energy prices continue to ease, the high dividend yield, among other things, will entice investors. Also, there is news in the electromobility megamarket. There is no question that hydrogen offers huge opportunities worldwide. But companies like Nel and Plug Power must finally wake up faster and reduce losses. At Nel ASA, a sell recommendation weighed on the share price at the end of the year. Hot stock Meta Materials has already multiplied sales in the first 3 quarters of 2022, and the chances are good that the positive trend will continue in 2023. Then the Meta Materials share should also take off.
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Commented by Stefan Feulner on December 27th, 2022 | 06:04 CET
FuelCell Energy, Almonty Industries, SFC Energy - Fatal effects
Even now, commodity prices, which have risen exorbitantly in recent years, are correcting due to fears of a prolonged recession. In the long term, the super-cycles in critical raw materials needed for the energy transition and innovative technologies will likely continue. That is because there is already a threat of supply bottlenecks for the required industrial metals. For investors, this scenario offers a unique opportunity.
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Commented by Juliane Zielonka on December 23rd, 2022 | 08:00 CET
BioNxt Solutions, MorphoSys, BioNTech - Innovations and scaling potential for the portfolio
Around the world, patients are used to swallowing medicines in pill form. Sales of oral, fixed-dose drugs alone accounted for a whopping 23.8% of the global pharmaceutical drug delivery market in 2021. That is reason enough for Canadian biotech company BioNxt Solutions to further expand its strategic pole position. BioNxt Solutions secures further rights to a unique platform technology in this segment. Caution is currently the order of the day for MorphoSys. Analysts downgrade the target price from EUR 16 to EUR 12 after a disappointing Q3. BioNTech, on the other hand, can expand its dominance. The Mainz-based company is scaling up in the Asia-Pacific region with new production sites.
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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET
Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?
Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?
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Commented by Juliane Zielonka on December 22nd, 2022 | 16:09 CET
Almonty Industries, Rheinmetall, Apple - Asia and Africa push business
Almonty Industries is creating the first underground LTE security network for mine workers and production equipment in cooperation with Korea Telecom. The technology will enable work at the Sangdong Mine to proceed more safely and quickly. Tungsten is used in smartphones and other applications. As one of the largest smartphone producers, Apple is expanding its business in India. 5% of iPhone production is to be handled from there. This is a consequence of the lockdown experience with China. Armaments giant Rheinmetall, on the other hand, is enjoying an order from South Africa.
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Commented by Stefan Feulner on December 22nd, 2022 | 15:35 CET
Saturn Oil + Gas, BP, First Hydrogen - Potential recognized
The high volatility on the stock markets is likely to continue in the coming year, as the economic and geopolitical situation is too uncertain. This, in turn, offers enormous opportunities to acquire promising stocks at discounted levels that have received little attention from the public. With the ongoing correction in the oil sector, which major analyst firms believe is likely to regain strength in the US in the coming year, there are attractive companies, particularly from the second tier, that should significantly outperform the broader market in the expected upturn.
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Commented by Stefan Feulner on December 22nd, 2022 | 11:21 CET
Barrick Gold, Desert Gold, Iamgold - Takeovers on the rise
The record year 2020, with highs of over USD 2,070 per troy ounce at the base price, filled the coffers of the large gold producers. Due to the correction that has been going on for 2 years, smaller and mid-sized mining companies lost more than 80% of their value, making them attractive takeover targets at a cheaper level. Recently, there has been an increase in acquisitions, which are likely to increase further in the coming months. A particularly high level of activity can be observed on the African continent at the moment, as the latest example shows.
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Commented by André Will-Laudien on December 22nd, 2022 | 11:18 CET
Christmas hype alert: BASF, Meta Materials, Varta, Nordex - Strong start to 2023 with GreenTech!
Fossil energy supply is becoming more and more expensive. The political end of the supplier and raw material giant Russia creates a dangerous undersupply, especially for Central Europe. The current winter, but especially the next one, could pose problems, and the industry will probably have to calculate significantly higher input costs in the medium term. Products are becoming considerably more expensive to produce, so selling prices on the shelves are also increasing. The inflationary spiral will thus continue to spiral upward, and consumers' purchasing power will decline. GreenTech solutions are more in demand than ever for the purchase of low-cost energy. So which stocks to watch out for?
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