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Commented by Juliane Zielonka on December 8th, 2023 | 07:20 CET
Which stocks are leading the fight against cancer and chronic diseases? Defence Therapeutics, Merck and BioNTech
The pharmaceutical industry is facing complex developments in the fight against cancer, with Defence Therapeutics making significant progress with the successful FDA filing for its drug for the targeted treatment of tumors. The growing market opportunities in oncology until 2032 underline the potential of this breakthrough. In contrast, Merck KGaA is experiencing a severe setback with an 11% share price decline following the failure of evobrutinib for the relief of MS in late-stage clinical trials. According to analysts, this also impacts the Company's valuation. Despite promising cancer-fighting approaches, BioNTech faces uncertainties due to a reduced revenue forecast for 2023 and an 'Underweight' rating from JP Morgan. Despite these challenges, the sector remains dynamic. Find out which shares could be worthwhile in the long term here.
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Commented by André Will-Laudien on December 7th, 2023 | 08:50 CET
Snow chaos and climate madness, who is playing in the Premier League of the energy transition? Nel ASA, Power Nickel and Plug Power under the microscope
Snow chaos and new record highs. While the DAX 40 demonstrates itself as the world's best blue-chip index, the German economy is currently navigating downward. It is not the earnings outlook that is presently driving share prices but the hope of lower interest rates. Meanwhile, the endless climate debates in Dubai continue. Among realists, however, there must be fears that the local oil lobby will not let a German know-it-all put a stop to the lavish margins with fossil fuels. There will, at least, be a friendly Arab nod to the 2050 climate goals and exclusive indulgence for the high-ranking German delegation. Whether this justifies federal expenditure of more than EUR 50 million is something we will leave uncommented. More important is a look at the top titles of the upcoming energy transition - where is the next 100 percenter lurking?
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Commented by Fabian Lorenz on December 7th, 2023 | 08:40 CET
TUI strong! BYD reacts to share price slide! First Hydrogen share price about to jump?
TUI shares reacted to strong figures yesterday with a jump of over 10%. The tourism group also announced its intention to leave London and relocate its headquarters to Germany. However, the initial reactions from analysts were somewhat cautious. Given BYD's disappointing performance throughout the year, price reductions and negative analyst opinions have led to another sell-off. Now, the Company has decided to buy back its own shares, but will that be enough for an upward trend? First Hydrogen has several pieces of promising news. The Canadians have introduced their hydrogen fuel cell commercial vehicles in the UK, and interest is high. Furthermore, they plan to enter battery production with a partner. Will the three shares take off further, driven by the positive news?
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Commented by Juliane Zielonka on December 7th, 2023 | 07:00 CET
New developments in the healthcare market: Cardiol Therapeutics, Amazon and Bayer shares in focus
Cardiol Therapeutics, a clinical-stage life sciences company focusing on therapies for heart inflammation, has secured a renowned clinic to advance its Phase II MAvERIC-Pilot study. This study, focused on combating recurrent pericarditis, promises to provide sound approaches to improve the quality of life of affected patients. Amazon has been dabbling in the healthcare sector since 2015 and is gradually conquering the telemedicine market. The path to telemedicine for Prime members, through the acquisition of companies such as "One Medical" and "PillPack", poses challenges. In contrast, Bayer is once again caught in the crossfire of legal disputes. The recent glyphosate trial loss before a jury in Philadelphia calls for a strategic realignment. At the same time, Bayer is attempting to provide new impetus in the area of women's health through a partnership in the field of hormonal contraception. Find out which development holds promise here.
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Commented by Armin Schulz on December 6th, 2023 | 08:00 CET
Siemens Energy, Defense Metals, Rheinmetall - Rare earths as a risk factor
The scarcity of and access to rare earths has become a major global concern. China plays a decisive role in the production of rare earths, as the country mines 60% of all rare earths worldwide and processes 85% of them. After the US banned the export of AI chips, China considered banning the export of rare earth metals. These trade blockades from both sides are causing tensions in international trade relations and concerns about supply bottlenecks. Rare earths play an important role in wind power, armaments, medicine, electromobility and the electronics industry. As an investor, one should be aware of these risks.
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Commented by Stefan Feulner on December 6th, 2023 | 07:20 CET
Rock Tech Lithium, Altech Advanced Materials, Continental - There is a lot of movement here
The final few weeks of the year are packed with activity. Before the Christmas tree is decorated and the goose is on the table, several companies are planning significant capital measures for the future. The general conditions appear favorable, as the German leading index, DAX, is on the verge of reaching a new all-time high. Technology stocks have also switched back into rally mode in recent days, boosted by the expected loose monetary policy.
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Commented by Armin Schulz on December 5th, 2023 | 07:00 CET
Blackrock Silver, BYD, Infineon - Silver: The new gold of the technology sector?
There is currently an attractive opportunity for investment in silver as it plays a key role in the growing e-mobility sector and chip manufacturing. The increasing production of electric vehicles is driving the demand for silver. Simultaneously, silver is becoming increasingly important due to its use in highly conductive pastes for the progressively sophisticated chip manufacturing industry. These developments could lead to a sustained increase in demand and make silver a potentially lucrative investment. Precious metal prices have already risen sharply.
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Commented by Stefan Feulner on December 5th, 2023 | 06:50 CET
Manuka Resources, Spotify, MicroStrategy - Endless buy signals
Despite the challenging conditions, there is already a festive mood on the world's stock markets three weeks before Christmas. Germany's leading index, the DAX, is only marginally below its all-time high of 16,532.50 points, the precious metal gold has already reached a new record high and Bitcoin has broken through the USD 40,000 mark after more than 18 months. The fact that an increasing number of individual stocks were also able to generate buy signals ensured a further price rally.
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Commented by Fabian Lorenz on December 5th, 2023 | 06:40 CET
More than 30% with Plug Power, Siemens Energy, and Globex Mining! What is next?
Is the Plug Power share about to triple? Despite being one of the disappointments of 2023 along with Siemens Energy, both shares have risen in recent days. And analysts see further upside potential. The price target for the hydrogen specialist, in particular, is surprising. On the other hand, Globex Mining is performing well operationally throughout 2023. The shares of the mining incubator from North America have gained over 30% in value this year, outperforming commodity giants such as Barrick Gold. The Canadians' recent transaction shows that the business model has potential and is appealing to investors.
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Commented by André Will-Laudien on December 5th, 2023 | 06:30 CET
Next lithium boom in 2024? Freyr Battery, Edison Lithium, VW, Mercedes - Where are the 100% gainers?
The year 2024 promises to be highly interesting, that much is certain. The so-called electric boom has not yet taken place, and the falling lithium price of minus 80% in the current year speaks volumes. Of course, major investments such as a relatively expensive electric vehicle depend on the general situation and subsidies. However, neither of these contextual factors bode well. On the contrary, state subsidies are falling, and high inflation is weighing on private household budgets. So why not get the good old diesel through the MOT again? After all, continuing to drive an old vehicle is 100 times more sustainable than buying a new electric vehicle with rare and difficult-to-extract metals. While green thoughts are commendable, the costly construction of so-called gigafactories continues. On the stock market, the question arises: Who will ultimately emerge as the winner?
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