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Commented by André Will-Laudien on February 8th, 2022 | 13:59 CET
Meta Platforms, PayPal, Triumph Gold - The turnaround is coming in really hard!
Never before in stock market history have there been several billion-dollar corrections in technology companies in succession without the NASDAQ collapsing significantly. After the halving of Netflix, it now catches two other showpieces of the NDX, namely Meta Platforms (ex-Facebook) and PayPal. Last week, after the announcement of their figures, they experienced a severe sell-off of almost 30% each. In total, assets of over USD 300 billion were incinerated. A former bank executive would probably no longer call that peanuts, especially since the Lehman crisis in 2008 triggered a veritable conflagration because of skewed loans worth more than USD 400 billion. But today, everything is different. After this sell-off, who can soon rise again?
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Commented by Carsten Mainitz on February 8th, 2022 | 13:53 CET
Peloton, Aspermont, Netflix - Sustainable digital models
The digital transformation of society and the economy started before Corona but was significantly accelerated by the pandemic. Whether across industries in business, sports or schools, digital business models are the future. If companies resist, they will likely soon be a thing of the past. On the other hand, there are winners emerging from the transformation stronger than before.
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Commented by Nico Popp on February 8th, 2022 | 12:43 CET
Deutsche Telekom, Memiontec, BASF: Substance for discerning investors
Investment depends on a healthy mix of growth and substance. Particularly in times of rising inflation and increasing distortions in the economy, more investors are once again opting for conservative investments. The advantages: Quite often, regular dividends and robust figures. Above all, the economic moat much cited by value investors can pay off in these times. We present three shares and discuss their advantages and disadvantages.
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Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET
Varta, Nel ASA, Almonty Industries: Get in now?
The electric car is currently outpacing the combustion engine: around 350,000 pure e-cars were registered in Germany alone in 2021. According to the Center of Automotive Management (CAM), this means that the market share has almost doubled to 13% in one year. Germany is now the third-largest single market for pure electric vehicles after China and the United States. However, according to CAM, China is ahead with around 2.7 million electric vehicles. Nevertheless, due to global subsidies, the trend toward electromobility will continue, creating opportunities for investors. The winners in electromobility include battery and raw material producers such as Varta and Almonty Industries. Demand for hydrogen - and therefore Nel - will also increase. All three stocks have lost significant ground. But there are positive developments. Is it worth getting in now?
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Commented by Stefan Feulner on February 8th, 2022 | 10:48 CET
BYD, Altech Advanced Materials, Standard Lithium - Battle for pole position
Germany is not the only country where the energy turnaround is at the top of the political agenda. Achieving climate neutrality in the transport sector by 2045 is a particular challenge. After all, according to the Federal Environment Agency, the sector is responsible for around 20% of total greenhouse gas emissions. In the passenger car sector, both the automotive industry and politicians are focusing on battery technology. As a result, a battle has broken out between electric car manufacturers for the longest ranges and shortest charging times. Young companies with innovative technologies are flocking to the market and could become the new stock market stars soon.
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Commented by Carsten Mainitz on February 7th, 2022 | 13:56 CET
Edison Lithium, Standard Lithium, Varta - Winners of the lithium shortage!
Electromobility is only at the beginning of enormous growth. The primary beneficiaries are companies that produce or are on the way to producing the imperative raw materials such as lithium, cobalt, copper and nickel. Demand is significantly outstripping supply, with an increasing tightening. As a result, commodity prices are rising, and so are producers' profits.
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Commented by Nico Popp on February 7th, 2022 | 13:22 CET
Meta, Desert Gold, Amazon: Of good and bad growth
Growth companies are out - at least, that is what many stock market commentators are saying these days. But can one of the most important drivers of high returns on the stock market ever lose its appeal? We explain what is meant by the saying around growth companies and show where there are still growth opportunities today.
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Commented by Armin Schulz on February 7th, 2022 | 12:14 CET
Bayer, Perimeter Medical Imaging AI, Siemens Healthineers - Diagnostics as an upcoming trend in the pharmaceutical industry
The Corona pandemic has made many people aware of the importance of diagnostics. Without PCR and antigen tests, it would have been impossible to control the incidence of infection. But it is not only in this area that things have changed in the last 2 years. Diagnostics are becoming increasingly digitized, and so more and more tech companies are entering the market that originally had nothing to do with the pharmaceutical industry. The better the diagnostics, the earlier diseases can be detected and treated. It is a future topic in pharma. We look at three companies from this sector today.
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Commented by Stefan Feulner on February 7th, 2022 | 11:31 CET
Steinhoff, Meta Materials, QuantumScape - Milestones in development
Will the international retail group Steinhoff manage the turnaround? After the positively concluded settlement and the approval of the courts in South Africa, hope is germinating. Now the focus is on reducing the enormous debt burden and the possible sale of the silverware. While Steinhoff is still busy cleaning up the past, there is a constant stream of new innovations in the mobility turnaround and metamaterials. The still young companies have a dazzling future ahead of them. So far, however, this has hardly been noticed on the capital market.
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Commented by André Will-Laudien on February 7th, 2022 | 10:13 CET
Shell, Saturn Oil + Gas, Gazprom: Oil price explosion to USD 120?
Oil prices again rose sharply last week and once again reached multi-year highs. Most recently, a barrel of Brent North Sea crude cost USD 92.80. That translates to an increase of approximately USD 13 since the beginning of the year. The price for a barrel of the US variety West Texas Intermediate (WTI) rose to a high of USD 92,20; thus, the spread between the oil variants is again historically low. Both grades rose at times to their highest level since autumn 2014. The triggers for the current bull market are primarily the Ukraine crisis and the cold snap in the US state of Texas. This has fueled concerns about production losses in the Permian Basin, the largest US shale oil deposit. Which oil stocks are now under the spotlight of investors?
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