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Commented by Juliane Zielonka on March 2nd, 2022 | 11:35 CET
Defense Metals Shell Lukoil - Commodity investments without contact debt
Until now, China seemed to be a top dog among rare earths. But its position in the Russia-Ukraine conflict is unclear. Therefore, it seems all the more valuable to discover countries that also produce rare earths, such as Canada. These days, people are looking very closely at who is on which side. This week, for example, Shell cut ties with Gazprom. But at the Russian energy giant Lukoil, one of them does not want to leave his post - and thus immediately endangers his entire country...
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Commented by Stefan Feulner on March 2nd, 2022 | 11:31 CET
Bayer, Desert Gold, K+S - Market facing redistribution
Since Russia invaded Ukraine last week, the world has literally been turned upside down. There is bewilderment at the violence of the Russian president. Western nations are responding with sanctions against Russia, such as excluding Russian banks from the SWIFT system. In addition, the plan is to extend sanctions to other companies in various industries. Companies that are not affected benefit from this and gain market share. For example, the fertilizer industry is facing a redistribution of market conditions in favor of German suppliers.
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Commented by Armin Schulz on March 2nd, 2022 | 11:24 CET
BioNTech, XPhyto Therapeutics, Valneva - Where are the Corona winners?
Even if the Corona coverage, which has prevailed for 2 years, has recently been replaced by the Ukraine conflict, the pandemic is not yet over. RKI chief Wieler recently reported increased outbreaks in nursing homes and rising incidences among the elderly. Health Minister Lauterbach also sees the wave not yet broken and reports the highest death rates in months. Since the legal basis for the Corona measures expires on March 19, a new law has been introduced to allow measures to be enacted beyond that date. Which companies could benefit?
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Commented by André Will-Laudien on March 2nd, 2022 | 10:24 CET
Deutsche Bank, Raiffeisen International, wallstreet:online AG, flatexDEGIRO - Vladimir, here we go!
With huge turnover on the stock markets, the international investment community now has to incorporate the Russia risk into their investment strategy. As a result, the capital markets are experiencing strong fluctuations, and no one really knows where things are headed. In addition, the highest inflation since 1990 has sent oil and gold prices soaring. Suddenly, Bitcoin (BTC) and other cryptos can also benefit because cash is running low in Ukraine and Russia. After all, the Russian ruble has lost 50% of its value within 48 hours, so even exchanging it for other currencies will be painful for the population. Inflation had fully impacted assets in 2021/22, with techno stocks, commodities and real estate rising the most. We look at interesting stocks with price discounts.
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Commented by André Will-Laudien on March 1st, 2022 | 12:25 CET
Gazprom, BP, Barrick Gold, Ximen Mining - Putin's Ukraine conflict boosts gold and silver!
Over the weekend, the buzzword "mobilization of nuclear weapons" was heard in the media. In the ears of investors, the loud saber-rattling sounded like the starting signal for a gold and silver rally. Events then rolled over in sequence: Russian accounts were frozen, the SWIFT system was disconnected, and there were likely payment difficulties at Sberbank. The sponsorship contract with Gazprom was terminated by Schalke 04 without notice. In this country, people are wondering what medium-term effects the Russian crisis will have on society, the relationship with Russia in general, and the economy. In this context, we are watching a few interesting stocks.
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Commented by Fabian Lorenz on March 1st, 2022 | 11:40 CET
Nordex, Rheinmetall, Triumph Gold: Russia crisis causes price swings
Since last Thursday, war has been raging in the euro, and the world has been spinning faster. Over the weekend, Chancellor Scholz announced a new defense and energy policy for Germany in response to Russia's invasion of Ukraine. The German armed forces is to receive EUR 100 billion as special assets. In addition, according to Chancellor Scholz, NATO's 2% target is to be met in the future. Energy independence is to be increased by, among other things, two German LNG terminals. Finance Minister Lindner calls renewables "freedom energies." Accordingly, shares in Nordex and Rheinmetall were in strong demand on Monday. The price of gold also picked up, with Triumph Gold's shares posting double-digit gains.
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Commented by Nico Popp on March 1st, 2022 | 10:32 CET
Between war profits and peace dividends: ThyssenKrupp, Memiontec, BP
Since last weekend, the world has been a different place: Germany is pumping EUR 100 billion into a special fund for the German armed forces. In addition, more than the 2% of economic output demanded by the USA for years is to flow into the defense budget in the future. After years of neglecting its own defense, Germany is now back to deterrence. Given the threatening election of Donald Trump as the next US president, such self-help is also urgently needed. We highlight three stocks that are either affected by the Ukraine war or offer a peaceful alternative.
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Commented by Armin Schulz on February 28th, 2022 | 12:43 CET
Alibaba, Hong Lai Huat, BYD - Asia as a safe haven for investments?
The war in Ukraine is causing falling stock indices on both sides. The sanctions against Russia will be extensive; even Nord Stream 2 has been stopped for the time being, although Olaf Scholz did not want to name the pipeline for a long time when it came to possible sanctions. Many countries are calling for Russia to be excluded from the SWIFT system. However, this would mean that many countries would be harming themselves, as energy imports from Russia would no longer be affordable. The war will have losers on both sides. Investors who still want to make their money work for them can take a closer look at companies from the Asian region. China is neutral in the showdown. Which stocks offer opportunities?
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Commented by André Will-Laudien on February 28th, 2022 | 11:10 CET
Russia crisis: Plug Power, Nel ASA, First Hydrogen - Which hydrogen stock to buy now?
Buy when the guns are thundering! This stock market wisdom has worked many times before. This time, the chances for a discussion in favor of "alternative energy sources" are excellent because the Russian crisis shows Europe's staggering dependence on fossil fuel energy supply. One of the main suppliers has historically been Russia, and there are virtually no alternatives, especially for the critical natural gas. To avoid getting into a supply bottleneck, the possibilities for extended EU sanctions against Putin are thus also limited. However, the traffic light coalition is unanimous: The development in the direction of hydrogen must get going now to finally get Europe's climate strategy and energy turnaround on track! Here is an overview of the best-positioned titles!
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Commented by Nico Popp on February 28th, 2022 | 10:33 CET
Shake-up in the auto industry - who loses, who benefits: Porsche, Altech Advanced Materials, Volkswagen
Porsche's planned IPO created a mood of celebration on the market at a turbulent time. The mood among the Porsche and Piëch families is also likely to be one of expectation. After all, they are to receive a blocking minority and would thus once again have more power over their Company. VW is also hoping for advantages from the IPO of its profitable subsidiary: For example, in investments in electromobility and in the valuation of the entire Group. Here's what the deal means for the companies involved and what the consequences could be for smaller technology providers.
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