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Commented by Stefan Feulner on March 28th, 2022 | 12:34 CEST
Deutsche Bank, Hong Lai Huat, Commerzbank - Strong comeback
Following Russia's invasion of Ukraine and the subsequent sanctions, banks, in particular, lost disproportionately in stock market value. Concerns about possible loan defaults in neighboring Eastern European countries caused the major European banks and domestic financial institutions such as Deutsche Bank and Commerzbank to plummet in the short term. In recent days, however, it is precisely these stocks that showed relative strength, driven above all by interest rate fantasies triggered by the US Federal Reserve.
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Commented by Nico Popp on March 28th, 2022 | 11:20 CEST
Who profits by it? Shares! Alibaba, wallstreet:online, Steinhoff
Buy, sell or hold? The stock market is sometimes turbulent. The war in Ukraine and its economic side effects, in particular, can cause events to spiral out of control. Investors have to react quickly to limit losses or seize opportunities. We highlight three stocks and explain how they are doing in the current unrest.
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Commented by Carsten Mainitz on March 28th, 2022 | 10:26 CEST
Aspermont, AUTO1, Delivery Hero - Digital business models put to the test
Digitalization has triggered profound changes in everyday life and the business world. The Corona pandemic has significantly accelerated this development. But how do you measure success? Sales expansion, market share, rising share price or profit? For a long time, the market conceded rising share prices and many advance praises to Delivery Hero's share certificates, then the reality check set in - do profit expectations and valuation fit together? Shareholders of Auto1 are asking themselves the same questions. But there are other examples: Australian Company Aspermont is the market leader in an exciting niche and, according to analysts, is dramatically undervalued.
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Commented by Carsten Mainitz on March 25th, 2022 | 13:13 CET
Defense Metals, Hensoldt, Rheinmetall - Special boom for the defense industry
The war in Ukraine is giving the defense industry more weight. But what is the focus? Defense, deterrence, or war of aggression? The shares of industry representatives have recently benefited significantly from higher defense budgets and orders. What one thinks of this from a moral point of view is another matter. On a more sober note, stronger demand and earnings growth lay the groundwork for higher share prices.
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Commented by Carsten Mainitz on March 25th, 2022 | 12:23 CET
K+S, Ximen Mining, BP - The trend continues
The commodity markets are bullish across the board. Sanctions, supply bottlenecks, and demand that is increasingly exceeding supply can be observed in many areas. Precious metals play a unique role as a crisis currency. What is negative for consumers and demanders is a profit booster for commodity producers - rising prices. These companies should be among the beneficiaries. Who will be ahead at the end of the year?
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Commented by Stefan Feulner on March 25th, 2022 | 11:06 CET
SGL Carbon, Almonty Industries, HeidelbergCement - Prices are going through the roof
Supply chain disruptions and shortages of certain raw materials were already occurring well before Russia's invasion of Ukraine. Last year, for example, the shortage of semiconductors in the automotive industry already led to short-time working and production plant closures. Current geopolitical tensions are exacerbating inflationary developments. For the first time, the central banks are attempting to counteract this. However, a further escalation of the price spiral is anything but unlikely. The profiteers here are the commodity producers.
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Commented by Nico Popp on March 25th, 2022 | 10:03 CET
Now is the hour for endemic stocks: Weng Fine Art, MM2 Asia, Netflix
Especially in difficult times, entertainment is essential. In the 1980s, when two powers armed to the teeth faced off that could have wiped out the world several times over, the entertainment industry boomed. Music and films were celebrated worldwide and scored with a lightness of touch typical of the 1980s. At the same time, the art markets took off - wealthy Japanese and Americans in particular discovered modern art and drove up prices. Despite all the current problems, or precisely because of them: stimulating entertainment could also be high in demand in the 2020s. Why? We explain and introduce three exciting companies.
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Commented by Juliane Zielonka on March 24th, 2022 | 13:12 CET
Power Nickel, BYD, Alibaba - Prices continue to rise
The electric mobility market is picking up steam, with the world's third-largest EV maker BYD entering into a joint venture with Nvidia to push autonomous driving cars. In California, the Company is recording the deployment of zero-emission buses - all battery-powered. The energy transition is dramatically increasing the demand for nickel. Power Nickel is exploring for nickel outside China in particular. The highlight: the nickel there is ideally suited for electric car batteries. And then every Alibaba (BABA) investor can consider themselves lucky: the Company sees its share price jump.
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Commented by Stefan Feulner on March 24th, 2022 | 13:07 CET
BioNTech, Cardiol Therapeutics, Moderna - New target groups to boost business
Infection figures remain at record levels. Health authorities reported 283,732 new infections to the Robert Koch Institute, 21,139 cases more than a week ago. In contrast, the pace of vaccination is limping, with the vaccination status of the overall population changing only marginally and remaining at 75.8% basic immunization. Chancellor Scholz is now calling for compulsory vaccination to counter the threat of another wave of Corona in the fall. This message is likely to be grist to the mill for the vaccine manufacturers, whose ratings, similar to the vaccination rates, have dropped sharply in recent weeks.
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Commented by Nico Popp on March 24th, 2022 | 11:02 CET
Is this the end for e-car stocks like Tesla? Rock Tech Lithium, Edison Lithium, Volkswagen
More and more e-cars are on our roads, but Handelsblatt sees the e-car boom in danger. What's going on? The leading German medium for business and markets is concerned about the rising prices for battery metals and points, among other things, to the price of nickel, which almost doubled within a few days in March alone. Is there now a threat of a damper on the e-car hype? Or are developments in the sector separating the wheat from the chaff? We take a look at three stocks and explain what they are all about.
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