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Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST
Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon
The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.
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Commented by Nico Popp on August 4th, 2022 | 13:14 CEST
Currency crash? Here's what opportunities look like! Barrick Gold, Globex Mining, PayPal
Those who bet on gold at the beginning of 2022 are sitting on single-digit losses today. The setbacks are more pronounced for classic stocks. Even blue chips have generally lost double digits. So in relative terms, gold has done very well - especially against perceived competition from the crypto camp. We present opportunities for investors to invest around alternative currencies now.
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Commented by Juliane Zielonka on August 4th, 2022 | 12:52 CEST
Manuka, BYD, AMD - These companies stand for sustainable, strategically planned growth
With a share of 4.7%, iron is the tenth most common element in our universe and one of the most common on our planet. In industry, the raw material is in hot demand. The Australian Company Manuka has recognized this and acquired a strategically valuable project, which can profitably supply the explorer for the next 20 years. One customer for iron is the automotive industry. BYD will start selling its cars in Germany and Sweden this year. In contrast to the competition from VW and Volvo, the Chinese carmaker has installed enough semiconductors in its mobiles. AMD is also benefiting from this. The chipmaker saw sales growth in its embedded division, which includes semiconductors for cars. AMD's earnings call for the quarter showed a clear trend of where the growth is happening...
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Commented by Carsten Mainitz on August 4th, 2022 | 11:51 CEST
Nel, Altech Advanced Materials, Mercedes - It is getting exciting!
The challenges for the implementation of the energy turnaround are great. The desire to make greater use of renewable energy sources increased in light of the Ukraine war and the dependence on Russia that has become visible. Even after the highs of the Corona pandemic, supply chain issues and increased commodity prices continue to weigh. China's sabre-rattling illustrates that globalization not only brings benefits but also creates dependencies. In this respect, it is prudent for countries and industries to increasingly rely on national "solutions" or those that emanate from secure jurisdictions. In the megatrends of hydrogen technology and electromobility, investors should also keep an eye out for exciting companies from the second tier.
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Commented by André Will-Laudien on August 4th, 2022 | 10:50 CEST
Turnaround: TUI, Pathfinder Ventures, Lufthansa, Carnival - Shares for the Corona travel Summer of 2022
It is exciting this summer! Can one really get out of Germany by plane? Lufthansa had recently significantly increased its program but then cancelled over 2,000 flights. Baggage and security handling is bursting at the seams, and those frustrated with the train will have to plan a few more hours to arrive with the 9 Euro ticket. The Corona pandemic has completely disrupted the travel market, there is a shortage of staff everywhere, and now a strike by the pilots' union is looming. We are looking for opportunities for investors.
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Commented by Armin Schulz on August 3rd, 2022 | 14:15 CEST
Alpha Copper, Nordex, Volkswagen - Has the copper price found its bottom?
On July 15, the copper price briefly traded below USD 7,000 per ton. Since then, the price has risen strongly again to over USD 7,800 per ton. Copper has the reputation of being a leading indicator for the economy, as the metal is used in almost all industrial sectors and electrical products. Fears of a recession have been present in the markets for some time, driven by inflation and recently rising interest rates. Added to this is the zero-Covid policy of the Chinese, which leads to falling demand from commodity-hungry China. The latest statements by FED Chairman Jerome Powell give the markets hope that the worst is over. The copper price so far confirms this view.
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Commented by Carsten Mainitz on August 3rd, 2022 | 13:53 CEST
Desert Gold Ventures, Deutsche Bank, Barrick Gold - Is the bottom in sight?
Due to the strength of the US dollar and concerns about further interest rate hikes, the precious yellow metal again sank below the threshold of USD 1,700 per ounce in recent months. It marked a new low for the year at USD 1,680.59, which also meant a test of the lowest level from 2021. Since then, however, gold has been rising again, driven by a recovering euro and the positive statements by FED Chairman Powell after the last interest rate hike by 75 basis points. At current levels, a long-term turning point could thus be initiated.
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Commented by Nico Popp on August 3rd, 2022 | 13:10 CEST
Green wave for your portfolio! Meyer Burger, Erin Ventures, Shell
Renewable energy has now become largely without alternatives. The demands of energy security and climate protection mean we can hardly avoid the sun and the wind. But what opportunities are there for investing? In addition to large corporations, smaller companies are also getting involved in the market. We present three shares that are likely to benefit from the boom in "renewables".
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Commented by Stefan Feulner on August 3rd, 2022 | 12:52 CEST
Is the turnaround coming for chip stocks? Intel, Nvidia, BrainChip, Aixtron and AMD
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
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Commented by André Will-Laudien on August 3rd, 2022 | 11:51 CEST
Tech stocks: BASF, Almonty Industries, JinkoSolar, Meyer Burger - Important materials for climate change!
The energy crisis evokes in us consumers a whole new behavior, which we had almost forgotten due to the abundance of the last decades: Save energy! Undeterred by the preliminary results, Economics Minister Robert Habeck is pleased to report that four weeks after the public appeal, a wave of "joining in" has actually taken off. Private households have already reduced their gas consumption by 14%, and electricity consumption has sunk noticeably. All good, the inclined listener would formulate, but from a purely economic point of view, saving is contractive and leads to less growth in all areas. For fear of the future, Germans save not only on hot water and electricity but also at the store checkout. The consequence is a recession, or let's call it in more friendly terms: the return to normality! Here are a few investment suggestions.
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