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Commented by Armin Schulz on November 6th, 2023 | 06:45 CET
BioNTech and Bayer under pressure - Defence Therapeutics, on the other hand, with good results. Where is it worth investing?
There are currently big losers in the pharma and biotech sector among the companies that were the biggest beneficiaries of the Coronavirus Crisis. Sales at Pfizer/BioNTech are plummeting, and the entire sector is under pressure. In addition, there are patent disputes and increasing cost pressures from health insurance companies, especially in Europe. There are also high bureaucratic hurdles in the EU, meaning that more and more specialists prefer to emigrate to North America. Bayer's pharmaceuticals division is doing well, but the Company is struggling with the legal disputes surrounding the Monsanto takeover. In contrast to the first two companies mentioned, the news from Defence Therapeutics is consistently positive. We examine where it is worth getting in.
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Commented by André Will-Laudien on November 3rd, 2023 | 07:30 CET
Hydrogen is back: Nel ASA, Plug Power with 50% potential. What are Shell and Saturn Oil + Gas up to?
Things have moved quickly. Last week, the DAX 40 index scratched the 14,600-point mark, but yesterday, it was close to the 15,200 hurdle in heavy trading. This is a dream situation from a chart point of view, as the market was able to bid farewell to the short scenario with the central banks taking a breather and presented an ecstatic rebound. Hydrogen stocks Nel ASA and Plug Power, which had been beaten up for a long time, made strong gains yesterday, while oil stocks Shell and Saturn Oil & Gas consolidated at a high level. How long will the hydrogen rebound last, and what is next for the energy sector? We do the math.
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Commented by Fabian Lorenz on November 2nd, 2023 | 08:10 CET
14 million e-cars in 2023 alone: BYD, Standard Lithium and Defense Metals profit
In the current year, one in every five vehicles sold is expected to have an electric drive, according to the International Energy Agency (IEA). This would amount to 14 million vehicles and correspond to a growth of around 35% compared to the more than 10 million sold in 2022. Opportunities for investors lie dormant along the entire value chain of electromobility. BYD aims to capture a significant portion of these sales figures and replace Tesla as the number one player in the electric vehicle sector. While Warren Buffett is selling again, analysts are advising to buy. Standard Lithium and Defense Metals are benefiting from the rising demand for batteries. Both companies have exciting projects with compelling economic calculations and alleviate concerns about China potentially using lithium and other resources as a "weapon." So, is it time to buy?
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Commented by Armin Schulz on November 2nd, 2023 | 07:55 CET
K+S, First Phosphate, Volkswagen - Phosphate: From fertilizer to high-tech application
Phosphate is an important nutrient for plants and animals and is used in agriculture as a fertilizer. It is also used in the food industry as an additive. Recently, however, the raw material has been needed in the high-tech environment. Battery manufacturers have an increased need for phosphate to produce lithium iron phosphate batteries, which are already used in some electric vehicles. The phosphate content in these batteries contributes to their stability and durability. If this technology becomes standard in all electric vehicles, demand will increase dramatically. So today, we take a look at fertilizer producer K+S, introduce a future producer in First Phosphate, and look at how Volkswagen is progressing in the area of electromobility.
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Commented by André Will-Laudien on November 2nd, 2023 | 07:30 CET
Surprise after Q3 figures: Deutsche Bank, Microsoft, Desert Gold, Siemens - Good Chart Technique and a boost from AI?
The ECB has paused its interest rate adjustments for the first time in 12 months. It is not surprising, as a declining economy is currently causing inflationary pressures to subside somewhat. Because of the numerous geopolitical conflicts, gold has surpassed the USD 2,000 mark again after a long consolidation period. And then there are the many quarterly figures. It is good for those who can keep track of them all. We look at new developments with Deutsche Bank, Microsoft's entry into the German corporate AI market, and the excellent opportunities at the explorer Desert Gold.
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Commented by Stefan Feulner on November 2nd, 2023 | 07:10 CET
These companies defy the crisis - TeamViewer, Smartbroker Holding AG, JinkoSolar
The past weeks have brought many negative surprises with the publication of the figures for the third quarter. Last week, in addition to Volkswagen, Mercedes Benz and Hypoport also lowered their forecasts. However, there were also companies that performed better than expected by the consensus of analysts despite the difficult conditions. It is precisely here that enormous turnaround opportunities lie due to the consolidation of the past months.
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Commented by Fabian Lorenz on November 1st, 2023 | 06:10 CET
More than 300% share price opportunity: BioNTech, Morphosys and Cardiol Therapeutics
Study results, along with acquisitions by Big Pharma, are the drivers of biotech company share prices. However, in the current challenging stock market environment, even positive data can be overlooked. But this opens up opportunities for investors with a little more staying power. Sooner or later, the information is recognized, and stock prices rise, or a pharmaceutical giant makes a move. At BioNTech, for example, the price reaction to the long-awaited news from the cancer pipeline has failed to materialize. Analysts are also cautious. Cardiol Therapeutics is a different story. The Canadians have taken on the fight against heart disease and are making significant progress in their research. The share had more than doubled to EUR 1.08 by the summer. Several analysts see the current setback as a buying opportunity. Experts are also giving the thumbs up to German biotech pioneer Morphosys.
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Commented by Juliane Zielonka on October 31st, 2023 | 08:40 CET
Precious metals and digital currencies: Blackrock Silver, Barrick Gold and PayPal in the spotlight
The gold and silver markets are readily targeted as a "safe haven" by risk-conscious investors in times of ongoing geopolitical uncertainty. Gold is considered the preferred protection in uncertain times, while silver has so far been less in focus. Yet the precious metal is permanently used in crisis-proof industries, including dentistry, photovoltaics and nuclear energy. If you are an investor who likes to trade, there is no getting around digital payment provider PayPal. On November 1, the Company will report its Q3 2023 numbers. Several moves by the Californians may have positively impacted their business. One of them, the "Buy Now, Pay Later" feature, seems to be especially popular with consumer-oriented customers. But what exactly does that mean for the stock? Is it safer to invest in precious metals or behavioral finance-driven companies like PayPal?
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Commented by Armin Schulz on October 31st, 2023 | 07:40 CET
Power Nickel, Mercedes-Benz, BYD - No electromobility without nickel
Nickel has undergone a remarkable transformation in recent years and has become a key component of electromobility. While the demand for environmentally friendly vehicles is steadily increasing, nickel is becoming increasingly important as an indispensable component in batteries. Nickel contributes to achieving higher energy density in batteries, which translates into greater driving range. It also allows for a reduction in the amount of cobalt in the batteries, making electric vehicles even more environmentally friendly. Therefore, we look at a future nickel producer and analyze Mercedes-Benz and BYD in terms of opportunities and risks.
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Commented by Stefan Feulner on October 31st, 2023 | 07:10 CET
Nel ASA, First Hydrogen, Plug Power - Huge potential at reduced levels
Shareholders of hydrogen companies have been suffering from a runaway correction for about two years. After the price explosions at the beginning of the decade, many companies have come back down to earth. There is no question that hydrogen is elementary to achieving climate neutrality. Nevertheless, many companies are still ambitiously valued despite the share price losses. For selected stocks, there is now an opportunity for long-term multiplication at the current price levels.
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