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Commented by Stefan Feulner on May 2nd, 2023 | 09:25 CEST
Analysts in full swing - Nel ASA, dynaCERT, Enphase Energy
Technology companies, in particular, had their turn last week to present their first-quarter figures to the broad investor community. The Facebook group Meta exceeded its profit forecasts, and the technology giant Microsoft also impressed with its profit and turnover. In contrast, the picture in the second tier was mixed. The battery manufacturer Varta recorded significant losses. Another stock from the renewable energy segment experienced a massive sell-off, and analysts reacted promptly.
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Commented by Nico Popp on May 2nd, 2023 | 09:10 CEST
Electricity for 2 cents? Here's how! Vonovia, JinkoSolar, Manuka Resources
The heat transition is in full swing. But where is this development leading? The uncertainty of many potential property buyers can currently be seen in the collapsing financing volume. Whether real estate has had its day as an asset class, what alternatives there are and where investors should watch out - here is a review of the real estate market and the energy transition.
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Commented by Armin Schulz on May 2nd, 2023 | 08:55 CEST
ThyssenKrupp, Defense Metals, Rheinmetall - US subsidizes rare earths
Rare earths have long been on the list of critical metals in the US and Europe. As tensions build between the US and China over Taiwan, it is important to remember how critical rare earths are. Currently, China has a virtual monopoly, especially in terms of refining. In addition to high-tech products such as smartphones, the critical raw material is needed for steel alloys, in the military and above all, for the energy transition, including electric vehicles. The US now wants to promote the mining of rare earths in its own country and rewards this with a tax credit of up to USD 30 per kg. We, therefore, look at 3 companies that rely on rare earths.
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Commented by André Will-Laudien on May 2nd, 2023 | 08:50 CEST
Nuclear off, secure energy now! Altech Advanced Materials, Varta and BYD - Up 700 % and no end in sight?
The nuclear reactors are now off! As though there was enough energy far and wide, the Berlin government ensemble decided to phase out nuclear energy. The reaction of the electricity suppliers followed immediately. On Monday, April 17, E.ON raised its electricity prices by 43%. Meanwhile, the coalition government cannot be deterred from suggesting to citizens that electricity prices will decrease in the long term. It will now be difficult for private households to behave in a climate-friendly way and still be able to consume. There are plenty of solutions for battery storage, but what is affordable and reliable? We take a look at an industry with a future.
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Commented by Juliane Zielonka on April 28th, 2023 | 08:45 CEST
Globex Mining, Alphabet, Amazon - Hard assets in uncertain times
It continues to be uncertain times for Amazon employees. CEO Andy Jassy is cutting around 9,000 jobs in the group to keep the numbers stable. Tech rival Alphabet, on the other hand, can rejoice: for the first time, its cloud business is posting an operating profit, prompting the management team to buy back shares. The mining business is somewhat more consistent. Globex Mining has two pieces of good news for gold investors.
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Commented by Stefan Feulner on April 28th, 2023 | 08:30 CEST
Price-moving news at Nel ASA, Power Nickel and Varta
The first-quarter earnings season is currently at its peak. In addition to RWE, which doubled its quarterly profit, Deutsche Bank also reported further growth in profit. Surprisingly strong results were also reported from the second tier. As a result, there are interesting opportunities to enter the market, especially for stocks still lagging behind.
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Commented by Fabian Lorenz on April 27th, 2023 | 09:15 CEST
Plug Power stops sell-off? BYD is grabbing lithium, and Defense Metals is doing well
In Germany, the last nuclear power plants have been taken off the grid, and in North America, one battery factory after another is being built. Hydrogen is also booming. The Fraunhofer Institute, however, sees few opportunities in the passenger car sector. Experts list the lack of a filling station network and the relatively high prices for hydrogen as disadvantages compared to battery technology. Plug Power, among others, is working on improving the refuelling situation. The operating business of the Americans is in deep red. Can the Q1 figures stop the sell-off of the share? BYD shares, on the other hand, made significant gains yesterday. The Chinese are fully committed to e-cars and have entered into a lithium partnership in Chile for the necessary batteries. It is interesting to note that only a few days ago, the government of the South American country announced that it would nationalize lithium production. Is China thus grabbing the huge lithium deposits in Chile? The battle for raw materials is coming to a head. Defense Metals should profit from this. The rare earth project is located in legally secure Canada and is considered extremely promising.
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Commented by André Will-Laudien on April 27th, 2023 | 09:00 CEST
Artificial intelligence is the new gold - TUI, Lufthansa and Star Navigation Systems with 100% chance!
The world of flight and travel is in a state of upheaval as artificial intelligence enters the decision-making world of humans. Quite unconsciously, various recommendations are creeping into the email boxes of citizens based on the usage behavior derived from Big Data collected over the past months or even years. The well-known IT giants collect data from our consumption and payment habits, analyze websites visited and build targeted advertising in the background, which wanders across our screens quasi "at random" in all situations in life. Although no one is really surprised here any more, 30% of our purchasing behaviour now comes from the Big Data machinery. Some stocks are making a name for themselves here.
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Commented by Nico Popp on April 27th, 2023 | 08:50 CEST
The batteries of the future: Varta, Altech Advanced Materials, Volkswagen
Affordable e-cars that offer all the comforts and safety - even though many car industry commercials already sound like this, the reality is quite different. E-cars are still expensive, and the charging process forces travellers to take a mandatory break that is more or less relaxing, depending on their schedule. But technology is advancing. Batteries will soon be able to do much more than they do today. We introduce three companies that want to drive innovation.
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Commented by Juliane Zielonka on April 27th, 2023 | 08:30 CEST
Vonovia, Desert Gold Ventures, Daimler Truck - Solid growth surprises investors
Vonovia has secured a strong US partner to further secure its real estate business in Germany. Proceeds from the investment will support Vonovia's capital allocation plans while giving Apollo's insurance and institutional clients access to a portfolio of long-term, high-quality assets. High quality is also the acreage Desert Gold Ventures is exploring in Mali, Africa. New gold exploration areas have been defined that show promise. Gold will continue to gain importance in the near future, as it is a valuable component of numerous solutions in the energy transition. According to Daimler Truck CEO Daum, progress is still far too slow. But the Q1/23 result exceeds all expectations.
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