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Commented by Fabian Lorenz on September 20th, 2023 | 07:45 CEST
Stocks for climate change: Nel ASA, Nordex, Klimat X Developments
While climate activists face criticism for their actions at the Brandenburg Gate, the fight against climate change is gaining momentum with stock market investors. For the courageous, there are always exciting opportunities to enter the market. But there are also problem children. Nel ASA has caused little joy among shareholders in recent months. Can the hydrogen pureplay now herald a turnaround? Nordex is also currently working on a turnaround. With success? Those who entered and exited both stocks early enough could reap significant profits. Such an opportunity could still be ahead for newcomer Klimat X Developments. The specialist in CO2 certificates expects the market to increase tenfold within a few years. So, is it time to invest now?
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Commented by Stefan Feulner on September 20th, 2023 | 07:40 CEST
TUI, Desert Gold, Rheinmetall - Is the next upward wave coming?
Today is the day! Once again, the Federal Reserve Bank will tip the scales. Is there another interest rate hike, or, as the consensus expects, will the US central bank pause until further notice? In addition to the actual interest rate step, the markets also react to the statements of the FED members, in which direction they tend in the coming months. Many anticipate an end to the strict monetary policy and see the high interest rate level wavering due to the increased risks of a recession.
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Commented by Stefan Feulner on September 19th, 2023 | 09:00 CEST
ExxonMobil, First Phosphate, Shell - The fight against black gold
In order to combat climate change, politicians and industry are focusing on moving away from coal, oil and gas as quickly as possible. Burning fossil fuels, whether for electricity or in car engines, releases enormous amounts of greenhouse gas and is the primary driver of global warming. But the reality is different. Oil prices continue to rise, and multinationals are reaping record profits. Now, however, a lawsuit from the US could reverse the trend.
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Commented by Nico Popp on September 19th, 2023 | 08:25 CEST
Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold
The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.
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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST
Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen
While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.
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Commented by Stefan Feulner on September 18th, 2023 | 08:00 CEST
Automotive stocks surging - Nikola, First Hydrogen, Volkswagen AG
While BMW faced a setback due to a downgrade by the British investment bank Barclays from EUR 107.50 to EUR 92.50 and the new rating "Underweight", other automotive stocks celebrated significant price gains. Especially in the field of alternative propulsion, there are companies with substantial growth potential that, despite the prevailing market correction, continue to hold promise for sustainable growth.
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Commented by Armin Schulz on September 18th, 2023 | 07:40 CEST
Deutsche Bank, Globex Mining, Vonovia - What are the consequences of the ECB's latest interest rate hike?
After a long period of zero interest rate policy, the ECB is stepping up the fight against inflation and last week raised interest rates for the 10th time in a row. The effects are very different. For banks, on the one hand, profit may increase via higher interest rates, but it may also decrease if fewer loans can be made. For commodities, the rise in interest rates in Europe could lead to a stronger US dollar. However, this is rather unlikely, as interest rates in the US are still higher. For the real estate sector, rising interest rates are poison. Loans are becoming more expensive, and thus, demand for real estate is falling. Today, we look at one company from each sector.
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Commented by André Will-Laudien on September 18th, 2023 | 06:30 CEST
Unbelievable! Hands off AI, biotech in rebound! Bayer, Defence Therapeutics, Morphosys
The big fall decline is now over. It is always a difficult time, but the so-called "Triple Witching" went relatively smoothly this time. The European Central Bank (ECB), in its first interest rate meeting after the summer break, decided to raise key rates by another quarter point to 4.00%, up from the previous 3.75% in July. At the same time, it lowered its inflation forecast for 2025 and the outlook for economic growth in the Eurozone for the years 2023 to 2025. Economic risks are increasing, but inflation remains the determining factor for interest rates. Expectations that the US Federal Reserve (FED) will announce an interest rate pause at its next meeting on Wednesday have boosted confidence. Last week's big losers were the recently favoured AI stocks Nvidia, Microsoft and C3.ai. However, the biotech sector has recently started to climb again. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 14th, 2023 | 09:05 CEST
Artificial Intelligence in practice? Nvidia, NorCom, Palantir - The next 100% with Big Data
The stock market is not a one-way street. Investors are trying to ride the wave of "Artificial Intelligence" (AI), and corresponding stocks such as C3.ai, Nvidia, Microsoft, or Palantir are performing well in 2023. A new megatrend is underway here, which, according to experts, will continue for several years. However, because of the high valuations in the entire sector, it is worth taking an analytical look. After all, no one knows how long the AI boom will continue to generate decent returns on the stock market. Opportunity-rich stocks still exist in the second and third tier. We are taking a closer look.
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Commented by Fabian Lorenz on September 14th, 2023 | 08:25 CEST
EU investigates BYD! Share staggers. BASF and First Phosphate bet on the battery market
Alarm bells at BYD. The European Commission is investigating the extent to which Chinese e-car manufacturers have received unauthorized subsidies for electric vehicles and can now flood the world market with cheap vehicles. This is weighing on BYD shares, which should actually benefit from the ongoing IAA. In contrast, First Phosphate reports another success. Following the preliminary economic evaluation, tests have now shown that phosphate rock from the Canadians is of high quality and suitable for producing lithium iron phosphate batteries. German chemical giant BASF is also expanding its activities in the battery sector. After setting up a plant in Germany, it is now moving to the United States. But analysts are currently skeptical about the stock.
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