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Commented by Stefan Feulner on July 13th, 2026 | 07:10 CEST
Xiaomi, A.H.T. Syngas, JinkoSolar: 3 Winners of the New Energy Era
Global energy demand is skyrocketing due to AI data centers, electric mobility, and the electrification of industry. At the same time, technological breakthroughs in solar energy, hydrogen, and energy storage are driving the transformation of the energy sector. Added to this is the boom in smart electric vehicles. Right at the intersection of these megatrends, growth markets worth billions are emerging, featuring companies with the potential to be among the winners of the next wave of energy and technology.
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Commented by Nico Popp on July 13th, 2026 | 07:05 CEST
Returns and Climate Protection: Zefiro Methane on a Growth Trajectory – A Hidden Gem in the Shadow of RWE and Siemens Energy
Things are changing in the energy sector. New strategies at established companies are meeting the innovative business models emerging in response to pressing challenges. While major corporations are switching to renewable energy and investing in the necessary grid infrastructure, an often-overlooked challenge is coming into focus: the remediation of environmental legacies left by the fossil fuel industry. The current developments in the energy sector are best illustrated by the trio of RWE, Siemens Energy, and Zefiro Methane. We explain the latest trends and highlight opportunities.
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Commented by Fabian Lorenz on July 13th, 2026 | 07:00 CEST
Will China Push Gold to USD 6,000? Barrick Mining and Newmont Earn Buy Ratings as DRC Gold Targets Outperformance
Gold and gold stocks are currently attractive to contrarian investors. Recently, JPMorgan raised hopes for a new precious metals rally. Experts believe USD 6,000 per troy ounce is still possible this year. In particular, they say developments in China are being underestimated. This is good news for gold stocks, which, like the gold price, have underperformed so far this year. Analysts have recently made slight adjustments to the price targets for industry heavyweights Barrick Mining and Newmont. However, both stocks remain "Buy" ratings. Shares of exploration companies are considered a way to gain exposure to the gold price. In this sector, DRC Gold is a compelling stock. DRC CEO Klaus Eckhof developed the Kibali mine, which is currently still in operation. "Reuters" describes Kibali as one of Africa's largest gold mines. Eckhof aims to repeat that success with DRC Gold. The goal is to build up a resource of over 10 million ounces within a few years. Important news is on the horizon and could drive the stock higher.
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Commented by Nico Popp on July 13th, 2026 | 06:55 CEST
Solar Industry Chaos: First Solar and SMA Solar Face Headwinds – Is RE Royalties Poised for a Breakthrough?
The energy transition is like a wild roller-coaster ride. While the understandable desire to protect the climate continues to pour billions into clean energy, the solar industry is simultaneously grappling with tariff disputes, intense price competition, and persistent overcapacity. These challenges have put significant pressure on many companies across the sector. But off the beaten path, opportunities are emerging for investors. While suppliers of solar panels and inverters are struggling, innovative companies like RE Royalties are finding success in protected niches. Increasingly, market observers argue that long-term success will depend not only on expanding production capacity, but also on the ability to navigate a rapidly evolving regulatory and financing landscape. Today, we take a closer look at several companies in the sector and highlight one opportunity in particular.
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Commented by Carsten Mainitz on July 10th, 2026 | 07:40 CEST
10% dividend yield and upside potential: These stocks offer both - RE Royalties, Lang & Schwarz, and DWS
High dividends delight investors. It is even better when they are accompanied by growth potential and rising share prices. Lang & Schwarz's share price has recently plummeted. Can the dividend level of EUR 2, which corresponds to an 11% yield, be maintained for the payout scheduled for late August? DWS is set to pay a special dividend next year, which could also yield up to 10%. RE Royalties tops these figures with a highly scalable and innovative financing model. Furthermore, creating shareholder value is at the top of the priority list. All-around positive prospects for shareholders!
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Commented by Stefan Feulner on July 10th, 2026 | 07:35 CEST
Almonty Industries, DroneShield, Thales: Three Companies Benefiting from the Global Arms Race
Global defense spending is rising to record levels, fueling a long-term investment boom. It is no longer just traditional defense contractors that are benefiting from this trend. At the same time, the supply of strategic raw materials is becoming a critical bottleneck. Metals, which are indispensable for precision weapons, semiconductors, aerospace, and modern defense systems, are becoming increasingly important. Those who can secure Western supply chains in the future or possess key technologies have the potential to be among the biggest winners of this geopolitical turning point.
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Commented by Armin Schulz on July 10th, 2026 | 07:30 CEST
Interest Rates, Commodities, and Real Estate: Why Deutsche Bank, Globex Mining, and Vonovia Could Help Diversify a Portfolio
The European Central Bank continues to keep markets guessing over the path of interest rates, geopolitical risks remain elevated, and Germany's residential property market is still searching for stability. The key question is no longer which sector will outperform, but how banks, commodities, and residential real estate can be combined to help balance interest rate risk and broader market volatility. Investors who focus solely on gold or a potential real estate rebound may overlook the more complex reality: monetary policy, commodity cycles, and construction costs each follow their own dynamics. As a result, diversification across these themes is becoming increasingly important. Deutsche Bank, Globex Mining with its diversified commodities portfolio, and the real estate group Vonovia each represent one of these three pillars and could serve as complementary building blocks within a well-diversified portfolio.
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Commented by Lars Winter on July 10th, 2026 | 07:25 CEST
Lahontan Gold: Canadian Gold Explorer Poised for a Revaluation – Doubling Potential
Lahontan Gold's stock is currently one of the most exciting gold mining stocks. The Canadian small-cap has more than tripled over the past year and could be poised for its next big move, as the North American company's business model still holds significant growth potential. This is likely to be confirmed by an updated preliminary economic assessment, which is eagerly anticipated and is scheduled to be completed by the end of August. It could provide this hot stock with new momentum.
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Commented by Matthias Schomber on July 10th, 2026 | 07:20 CEST
Missiles in the Middle East! War Fears Push Oil Prices Higher, Xiaomi and BYD Battle for Market Share – Is This dynaCERT's Moment?
The global geopolitical situation remains tense. The ceasefire between the United States and Iran has effectively collapsed. The night before last, US forces once again struck around 90 targets in Iran, and Tehran responded with attacks on US bases in Bahrain and Kuwait. The Strait of Hormuz, one of the world's most important oil transport routes, is once again nearly at a standstill, and oil prices are rising noticeably. Amid this tense environment, a power struggle of its own is raging on the stock markets. While Asian heavyweights like Xiaomi and BYD are poaching customers from one another in a ruthless price war, investors are also turning their attention to smaller companies that could benefit from rising oil prices. One such company is Canadian cleantech firm dynaCERT, whose emissions-reduction technology appears well aligned with current market trends. From a technical perspective, the stock is also approaching an important inflection point. Today, we take a closer look at three very different stocks: BYD, Xiaomi, and dynaCERT.
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Commented by Fabian Lorenz on July 10th, 2026 | 07:15 CEST
Plug Power Comeback? Nordex Wins Applause, While A.H.T. Syngas Looks Deeply Undervalued
Expectations for Nordex's order intake were high. The company exceeded them. Consequently, the stock was celebrated by investors and analysts yesterday. The company is showing confidence, and the stock appears to have further upside potential. A.H.T. Syngas shares also hold significant upside potential, with analysts' price targets well above the current level. The cleantech company's products are well-suited to the current climate. A price rally appears to be only a matter of time. At Plug Power, shareholders are more likely asking themselves when the sell-off will stop. The stock has lost significant value since early June. Could an order from Australia spark a comeback on the stock market?
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