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Commented by André Will-Laudien on July 26th, 2023 | 07:35 CEST
Climate protection, yes, but why is the plan not working out? Nikola, Nordex, Saturn Oil + Gas and JinkoSolar in focus
The world often presents itself differently than it really is. In Germany, for example, there is a shortage of oil and gas, which is a major burden for industry and private consumers. Renewable energies now account for 56% of the installed nominal value of all power plants, but unfortunately, they cannot meet baseload demand. If there is little sunshine and no wind, gas and coal-fired power plants must be shifted up a gear to meet energy consumption. Oil, in particular, remains the base material for 100,000 products that contain plastic. So the green dream of complete independence from fossil fuels will not happen for a while. Where are the opportunities for investors?
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Commented by Fabian Lorenz on July 26th, 2023 | 07:10 CEST
Raw materials war - is China getting serious? BASF, Mercedes-Benz, Almonty Industries
Energy transition, smartphones, semiconductors, armaments and more are driving our hunger for critical raw materials. But woe betide if China gets serious and severely restricts the export of critical raw materials. There is already a foretaste: the minerals gallium and germanium can no longer be exported without Beijing's approval. China is by far the leading producer of critical raw materials and rare earths. The EU gets 71% of its gallium and 45% of its germanium from China. So it urgently needs alternative suppliers. In the case of tungsten, Almonty Industries could provide supply. The Company is on the verge of starting operations at a huge mine in South Korea. From 2024, sales and profits are expected to climb sharply. Mercedes could also benefit from this. The Stuttgart-based company has just announced plans to invest billions more in electromobility. BASF, on the other hand, is going straight to China.
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Commented by André Will-Laudien on July 25th, 2023 | 10:25 CEST
Attention - Turnaround ahead! TUI, Globex Mining, Vodafone, Deutsche Bank. Look closely now!
In strong upward movements on the stock market, there are always trend stocks that lead the cycle. So far in 2023, GreenTech, IT and AI stocks have consistently produced new highs. Measured by the DAX price index, the market is still 25% below its historic highs, and the NASDAQ 100, the index of technology stocks, is still 700 points or 5% short of its all-time high. However, there are noticeable stocks with promising prospects that have not yet been in the spotlight. Here are some examples.
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Commented by Armin Schulz on July 25th, 2023 | 10:05 CEST
Manuka Resources, JinkoSolar, BYD - Vanadium, a critical raw material in the energy transition
The energy transition is a crucial step towards a sustainable energy supply. The storage of solar energy and the optimization of batteries for electric vehicles are important topics in this context. Vanadium can play a key role in these areas. The critical raw material is used in the battery industry as a cathode material in redox flow batteries, primarily for energy storage. Whether vanadium will also find its way into batteries for electric vehicles remains to be seen. Originally, the material was used as an important alloying metal in structural and tool steels to refine the steel.
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Commented by Stefan Feulner on July 25th, 2023 | 09:45 CEST
Sartorius, BioNxt Solutions, CENIT AG - Attack from the Second Row
While some of the big caps have already reached new highs in the current stock market year 2023, many undiscovered second-tier stocks are still a long way off. At the same time, companies, most of which rely on disruptive technologies, possess powerful potential. If the ambitious goals are achieved, investors can expect above-average returns.
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Commented by André Will-Laudien on July 24th, 2023 | 08:20 CEST
BYD, Varta and FREYR - who will build the perfect battery? First Phosphate with a big deal!
E-mobility is still in its infancy globally, with just 25.9 million pure electric vehicles on the road out of around 1.3 billion vehicles worldwide. The share is, therefore, just under 2%. Nevertheless, sales are growing strongly, especially in China, Europe and the US. China is the most important production country for electric cars. It is forecast that around 13 million e-cars will be produced in the Middle Kingdom in 2023, more than in Germany and the US combined. The production costs of e-cars are still significantly higher than those of combustion engines. The main price drivers are the batteries, which use rare metals in their production. China's dominance in the field of battery innovations is currently still very pronounced. Where are the opportunities for investors?
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Commented by Stefan Feulner on July 24th, 2023 | 08:00 CEST
SAP, Altech Advanced Materials, Varta AG - Positive surprises
The first six months of the stock market year 2023 are already history and have been one of the more successful ones, despite uncertainties due to high inflation rates and growing geopolitical tensions. The German benchmark index DAX alone put in a performance of over 16%. The reporting season for the first half of the year is currently underway. Many companies were able to surprise positively, which should speak for further rising share prices.
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Commented by Juliane Zielonka on July 21st, 2023 | 07:20 CEST
BioNxt Solutions, Morphosys, Palantir - Innovative therapies for Parkinson's, cancer and soaring with AI
There are exciting developments in the biotech industry. Thanks to innovative AI technologies, companies like BioNxt Solutions bionxt.com/investors can analyze medical data faster and develop an innovative medical patch that provides Parkinson's patients with faster symptom relief. This patch carries the active ingredient rotigotine and has enormous market opportunities worldwide. Blockbuster-level market opportunities are emerging at Morphosys with regard to its compound pelabresib for the treatment of a rare form of blood cancer. The Phase III trial is expected to deliver results earlier than expected, and analysts see promising opportunities for the drug. According to a study by Bristol Myers Squibb, about 1.85 million new cases of blood cancer are expected worldwide in 2040. Deutsche Bank rated the stock "hold," driving the price up 4.9% this week. Also pushing upward is Palantir. The US company is getting into the drone business thanks to a partnership with Canada's Airmatrix.
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Commented by Nico Popp on July 20th, 2023 | 08:15 CEST
Turning point in uranium: ThyssenKrupp Nucera, GoviEx Uranium, Cameco
The energy issue is a concern for industry and citizens. Consumers, in particular, are now so unsettled that they have decided to wait and see. But passivity is not a good advisor. Within industry, it has long been clear that hydrogen is the key to climate neutrality - the successful IPO of ThyssenKrupp Nucera underscores this. But there are energy alternatives: An agreement between Canada and Ukraine shines a spotlight on uranium.
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Commented by Stefan Feulner on July 20th, 2023 | 07:30 CEST
Rheinmetall, Viva Gold, Palantir - Unstoppable
Remember the stock market adage, "Sell in May and go away"? Those who would have said goodbye to the stock market this year would have missed out on a lot. Driven by AI hype, the Nasdaq technology exchange alone rose by almost 25%, while the S&P 500 climbed by around 13%. The crypto and precious metals markets also ended their winter hibernation and are on the verge of striking buy signals.
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