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Commented by Armin Schulz on December 3rd, 2024 | 07:20 CET
Deutsche Telekom, Saturn Oil + Gas, and Rheinmetall – Succeeding despite the economic crisis!
While geopolitical tensions, high inflation rates, and economic uncertainties are shaking markets worldwide, some companies are defying the adverse conditions and demonstrating impressive growth. How do these companies manage to hold their ground in a seemingly constant storm and even increase their revenues and profits? Is it smart strategies, bold innovations, or simply adaptability that set them apart from the competition? This article takes a look at the success factors of three companies that are emerging as winners despite the most challenging of conditions.
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Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
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Commented by Stefan Feulner on December 3rd, 2024 | 07:00 CET
Coinbase, Desert Gold Ventures, MicroStrategy – On to new records
Donald Trump's transformation from crypto skeptic to unconditional supporter boosted digital currencies after his election and brought Bitcoin close to the USD 100,000 mark. In contrast, precious metals lost ground following his election victory but have already regained their lost territory. While the gold price remains close to its historic highs, promising producers and exploration companies are far from record levels, offering substantial long-term catch-up potential.
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Commented by Fabian Lorenz on December 2nd, 2024 | 07:30 CET
Almost 200% upside potential! Plug Power, Renk, and F3 Uranium!
Uranium stocks from North America are likely to have a strong year in 2025. Russia and the US have imposed mutual export and import bans. At the same time, the US wants to triple its nuclear energy capacity. As a result, analysts see almost 200% upside potential for the Canadian uranium explorer F3 Uranium. The majority of experts also expect Renk's share price to rise. However, its performance this year is well behind that of Rheinmetall and Hensoldt. Plug Power is also likely to be among the disappointments of the year. However, JPMorgan believes the hydrogen company is well positioned and includes it in its list of top sustainability picks for 2025. Rightly so?
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Commented by Armin Schulz on December 2nd, 2024 | 07:20 CET
Evotec, Vidac Pharma, BioNTech – Cancer research: The gold mine in the portfolio
Investing in publicly traded companies active in oncology research offers promising returns and long-term stability. The oncology market is one of the fastest-growing sectors in healthcare and benefits from an ever-increasing demand for innovative and personalized cancer therapies. Advances such as CAR-T cell therapies and antibody-drug conjugates are revolutionizing treatment options and creating new opportunities for companies and investors. At the same time, the sector is characterized by a low dependence on economic fluctuations and a high level of dynamism in mergers and acquisitions. With long-term trends such as an aging population, this market offers solid prospects for investors. We take a look at three promising companies.
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Commented by André Will-Laudien on December 2nd, 2024 | 07:10 CET
The shooting stars of the energy transition – 325% gains with Siemens Energy, dynaCERT, Nel ASA, and Plug Power
The NASDAQ technology exchange has been the standout performer this year. With gains of over 30%, the past 12 months will go down in history as a remarkable rally. Few doubt that the mood will deteriorate again significantly by the end of the year. The spotlight was on high-tech stocks and stocks that incorporate the megatrend of "artificial intelligence" into their business model. However, one selected DAX stock was able to outperform the NASDAQ by a factor of 10: Siemens Energy. The losers in this mix were clearly the once-popular hydrogen stocks, Nel ASA and Plug Power, which each lost around 50%. Yet, these could be among the rising stars of the new year. Meanwhile, dynaCERT has already seen significant gains in 2024, but there is still plenty of upside potential. A detailed analysis reveals why!
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Commented by Stefan Feulner on December 2nd, 2024 | 07:00 CET
Rivian, First Hydrogen, Volkswagen AG – Expansion continues
In terms of sales, the automotive industry is the largest manufacturing sector and by far the most significant industrial sector in Germany. However, German carmakers are currently in crisis and unable to escape the negative headlines. They are falling behind, especially when it comes to vehicles with alternative drive systems. In recent years, companies excelling in this area have emerged, offering enormous potential for share price growth due to their promising future prospects.
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Commented by Armin Schulz on November 29th, 2024 | 07:05 CET
Mercedes-Benz, 123fahrschule, BYD – Between crisis and recovery
Electromobility in Germany is in crisis, while other markets, especially China, are experiencing strong growth. In 2024, new registrations of electric vehicles in Germany have fallen by more than 26%. The reasons for this include the phasing out of state subsidies, high costs, and a limited range of affordable models. Despite this, demand for driving licenses is growing in Germany – a sign of an increasing need for individual mobility despite high costs. The Chinese market is showing enormous momentum, with electric and plug-in hybrids accounting for over 50% of the market, supported by price reductions and political incentives. We take a look at two leading vehicle manufacturers and how 123fahrschule can benefit from the driving license boom.
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Commented by Juliane Zielonka on November 29th, 2024 | 07:00 CET
RWE, Globex Mining, Plug Power - Energy transition: Euphoria, disillusionment, and investment opportunities
The path to a sustainable energy supply is not linear but is characterized by successes, setbacks and surprising developments. Despite possible supply risks, the German energy giant RWE is posting record earnings of EUR 4 billion (EBITDA) and is a thorn in the side of the Federal Cartel Office due to its market dominance. With its "mineral bank" model, mining specialist Globex Mining proves how traditional commodity businesses can also develop sustainably. The mining sector faces a double challenge: on the one hand, the industry contributes massively to the increased carbon footprint, while on the other hand, it is indispensable for the energy transition, as the demand for metals for batteries and renewable energies is increasing dramatically. With over 252 projects and smart royalty rights, Globex Mining is growing continuously, and its enterprise value is increasing. Hydrogen pioneer Plug Power, on the other hand, is struggling with a significant 20% revenue drop despite ambitious growth targets. "Hope dies last," one thinks when considering the perseverance of Plug Power's management. Where do investment opportunities lie?
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Commented by Fabian Lorenz on November 28th, 2024 | 07:30 CET
PRICE SURGE or SELL-OFF: Buy BioNTech? Is Evotec on the verge of a slump? BioNxt Solutions share on the brink of a breakout?
Price opportunity with BioNxt! If the innovative biotech stock breaks out of its sideways movement since September, a quick 50% gain could be possible. In any case, things are going well operationally. The Company is developing next-generation drug delivery systems. The Evotec share is not for the faint-hearted. After the price jump following the takeover offer, a sharp drop followed. Analysts see the fair value of the biotech company well below the current price. Will takeover speculation continue? The BioNTech share has avoided slipping below EUR 100. Analysts view the data on the breast cancer candidate positively and recommend buying.
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