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Commented by Fabian Lorenz on March 15th, 2022 | 11:56 CET
Nordex, K+S, Defense Metals: Shares for the "inflationary shock"?
Russia's war in Ukraine is causing massive dislocations in the commodity markets. Not only for oil and gas but also for metals and agricultural commodities. The consequences are clear: Everything is getting more expensive. At the same time, resources outside Russia and China are becoming strategically more important. That speaks in favor of the German potash producer K+S. However, the share has already done very well, with analysts issuing warnings. The situation is different for Defense Metals. The Canadian rare earth explorer is described as an "undiscovered pearl" with takeover fantasy. In the meantime, renewable energy must also be called a commodity. Nordex benefits from this and receives tailwinds from analysts. But, there are also problems at the wind turbine manufacturer, and these need to be solved.
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Commented by Nico Popp on March 15th, 2022 | 10:56 CET
TUI, Desert Gold, Deutsche Bank: Uncertainty as an investment opportunity
Only less than a week to go before freedom returns - at least superficially. Those who previously perceived medical masks and testing obligations as repression should breathe a sigh of relief from March 20. Then Germany will also have its Freedom Day. Yet while relief is spreading in many parts of Germany, the conflict in Ukraine is coming to a head. After March 20, the threat to freedom in Europe is likely to be greater than during the most heated federal-state rounds of recent years. We analyze the situation and look at three stocks.
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Commented by André Will-Laudien on March 14th, 2022 | 13:23 CET
The battery sensation: Varta, BYD, NIO, Power Nickel: Shares down, oil price above USD 150?
Since the invasion of Russian troops in Ukraine, the changes in the world are now clearly noticeable. Above all, it is tragic that thousands of people have died, and millions are once again forced to flee their homes. There is despair and compassion all over the globe because most nations have been blessed with peace for decades. The standard of living has also increased significantly in 95% of regions. Now, time seems to be running backward again: raw materials, food and everyday necessities are becoming dramatically more expensive, leading to substantial inflationary spurts sector by sector and pushing the level of prosperity back again. But it also shows: We humans must become more independent of fossil energy and advance alternative technologies. We show you shares that are in line with this trend.
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Commented by Carsten Mainitz on March 14th, 2022 | 12:47 CET
BioNTech, Defence Therapeutics, MorphoSys - Shares with blockbuster potential!
Developing a blockbuster drug is the highest achievement in the pharmaceutical industry. A blockbuster is defined as a drug that can generate more than USD 1 billion in revenues per year. According to experts, the vaccine Comirnaty, developed by BioNTech and Pfizer, is likely to have brought in sales of well over USD 30 billion, thus clearly breaking the blockbuster barrier. Outside of vaccine research, there are also numerous companies with high long-term potential.
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Commented by Stefan Feulner on March 14th, 2022 | 12:04 CET
Deutsche Bank, wallstreet:online, PayPal - New opportunities after the slide
Since Russia invaded Ukraine, there has been a mood of alarm on the stock exchanges. The EU's planned sanctions against Russia are causing severe turbulence in the banking sector and have led to disproportionately high share price losses. Although the exposure of German banks to Russia is manageable, Deutsche Bank and Commerzbank lost more than the German market as a whole. Papers of online brokers also lost heavily in recent weeks. With positive annual figures, one Company stands out here, which offers an attractive entry opportunity at a reduced level.
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Commented by Armin Schulz on March 14th, 2022 | 11:24 CET
BASF, Globex Mining, Deutsche Post - Undervalued stocks belong in the portfolio
At the moment, there are many hot spots on the stock exchange, not only the Ukraine crisis, inflation or the Corona pandemic but also the expected interest rate hikes. The latter are announced for next Wednesday, March 16. But will the rate hike come while the Ukraine conflict is smoldering? Embargoes of the Western countries burden their own economy, and at the same time, Russia threatens with a stop of energy exports, which are partially not yet suspended. The Corona numbers are rising again, and Karl Lauterbach has warned of a summer wave. Inflation is rising all the time. All these factors have caused some stocks to collapse that are worth investing in now. We take a look at three stocks that we believe are undervalued.
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Commented by Nico Popp on March 14th, 2022 | 10:17 CET
Mercedes-Benz Group, Phoenix Copper, JinkoSolar: Learning from history
Investors who kept a cool head after the outbreak of the Corona pandemic in March 2020 were able to enjoy high profits in the months that followed. Immediately after the outbreak began, share prices around the world plummeted. The media proclaimed the end of the economy as we know it. While this was partly true, the markets' conclusions were initially wrong. Instead of economic decline, scarcity determined prices - until today. Even now, the markets are painting a gloomy scenario, right up to the apocalypse. It looks as if supply and demand will ultimately determine prices after all. For investors with a sharp focus and clear understanding, this can be an opportunity. We present three shares.
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Commented by Stefan Feulner on March 11th, 2022 | 12:23 CET
K+S, Edison Lithium, BASF - Explosives for the stock markets
Inflation is rising sharply, and there is uncertainty due to the increasing geopolitical tensions with sanctions, which are supposed to hit Russia in particular but are having a one-to-one impact on our wallets. For example, energy prices are rising enormously, with gasoline increasing by more than 50 cents at the pump within a few days. The switch from fossil fuels to renewable energy sources will take time, but it will almost certainly not be cheaper. The price of lithium alone, an elementary metal for electric mobility, has quadrupled since the summer of last year. The primary beneficiaries of the runaway inflation are undoubtedly the producers of the in-demand raw materials.
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Commented by Carsten Mainitz on March 11th, 2022 | 11:35 CET
Saturn Oil + Gas, BYD, Bayer - Winning with strong companies
When oil futures were trading in negative territory even for a short time at the outbreak of the Corona pandemic in the spring of 2020, many experts assumed that the black gold would remain at a low level in the long term. Only JPMorgan spoke at that time of a possible supercycle and prices over USD 100 per barrel. The analysts cited the supply shortage due to the swing towards green energy production as the reason. Due to the Ukraine crisis, supply has once again been drastically reduced, which is likely to fuel oil prices in the long term.
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Commented by Armin Schulz on March 11th, 2022 | 11:19 CET
Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?
The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.
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