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Commented by André Will-Laudien on October 13th, 2021 | 13:23 CEST
BASF, Almonty Industries, Millennial Lithium, BYD - All sold out?
Anyone who can offer scarce raw materials today is in a fortunate position as far as business prospects are concerned. In particular, metals and battery raw materials are in high demand and have become a bone of contention in globalization. That is because many critical metals are majority-owned by China, meaning that the regime decides on potential allocations to foreign countries. Admittedly, the Middle Kingdom wants to stay in business with the West, so long-term contracts exist. Nevertheless, the domestic industry is naturally given preferential treatment; we can only hope for political stability and incremental improvements in the West. Who are the interesting players in the tight commodity market?
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Commented by Stefan Feulner on October 13th, 2021 | 12:19 CEST
XPeng, Central African Gold, Volkswagen - It will not work without metals
Decarbonization is the magic word when it comes to achieving the ever-tighter climate targets. The phase-out of coal and the move away from fossil fuels, oil and natural gas is a done deal. However, considerable quantities of copper, lithium, cobalt and nickel are needed to ensure the energy turnaround, whether for electromobility, solar or wind technology. A limited supply is already matching the enormous demand. A stalling of ambitious plans is already preprogrammed.
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Commented by Armin Schulz on October 13th, 2021 | 11:09 CEST
Alibaba, AdTiger, ProSiebenSat.1 Media - Christmas business makes the cash register ring in the advertising market
Even before Corona, more and more people were shopping online, and the pandemic has further boosted this trend. Christmas is fast approaching, and this festival of gifts traditionally brings retailers the highest sales. Sitecore has learned from a survey that Christmas shopping will start earlier this year. When talking to local retailers, it is often heard that customers are nowhere near as abundant as they were before the pandemic. Corona rules or mask-wearing obviously bothers some consumers, and so they continue to turn to online shopping. The advertising market will grow significantly in the next two months, both online and offline. So today, we analyze three companies that are involved in advertising and e-commerce.
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Commented by Nico Popp on October 13th, 2021 | 10:16 CEST
Rock Tech Lithium, Manganese X Energy, Daimler: E-mobility takes off on the stock market
The bull market is here to stay. Although standard stocks are still bobbing along, speculative stocks are picking up speed. That suggests that the risk appetite of investors has not yet been satisfied. In addition, events in future-oriented sectors, such as electromobility, are coming thick and fast. Most recently, both Millennial Lithium and Neo Lithium were taken over. The Canadian-German Company Rock Tech Lithium is becoming a neighbor of Tesla in Brandenburg. Which stocks are the next winners?
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Commented by Nico Popp on October 12th, 2021 | 13:32 CEST
RWE, Desert Gold, Deutsche Bank: Opportunities from conservative to speculative
How to invest when prices are galloping and disruptive fires are increasing? Many investors will opt for blue chips. Indeed, large corporations with steady and stable cash flows offer an opportunity, especially in times of inflation. But which stocks are specifically suitable? Using three shares as examples, we explain how investments can succeed today.
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Commented by André Will-Laudien on October 12th, 2021 | 13:09 CEST
Infineon, BrainChip, Palantir - Spoiled for choice!
The chip shortage is having an increasingly negative impact on supply chains. In Mecklenburg-Vorpommern, short-time work has now been declared at some suppliers to the automotive industry. First, the pandemic and the associated uncertainties among consumers caused less demand. Now, demand is suddenly back, but it cannot be satisfied because the supply chains from Asia are not yet functioning properly. Market observers expect these constraints to continue into next year. The chip crisis has now existed since the Evergreen disaster in the Suez Canal and seems to be with us for longer. We take a look at some tech stocks in the near vicinity.
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Commented by Carsten Mainitz on October 12th, 2021 | 12:32 CEST
Defence Therapeutics, BioNTech, Valneva - When will things pick up again?
Biotechnology companies can experience a significant, sometimes even exponential, increase in value virtually overnight with a new, successful active ingredient. BioNTech is a prime example of this. But not every research effort leads to success, and CureVac shareholders can tell you a thing or two about that. Canada's Defence Therapeutics and Valneva have innovative research pipelines. Where should investors consider investing now?
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Commented by Stefan Feulner on October 12th, 2021 | 11:55 CEST
NIO, Defense Metals, Plug Power - It is getting critical
Today we are faced with ever-tighter climate targets on the one hand and the availability of critical minerals for a safe and fast energy transition on the other. The disparity between scarce supply and steadily increasing demand is widening. There has been a threat of extreme scarcity and a crashing failure of the widely announced climate change for many years. The few producers of strategic materials are likely to have a bright future.
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Commented by André Will-Laudien on October 12th, 2021 | 11:32 CEST
Alibaba, TalkPool AG, Deutsche Telekom - Here are reasons to buy!
Alibaba's share price has been firmly in the grip of the bears lately. With a loss of more than 60%, the share is one of the hardest-to-fall tech giants since the end of 2020. However, one of the world's fans is not fazed by the share price decline: Charlie Munger. Together with Warren Buffett, the 97-year-old still runs Berkshire Hathaway - one of the most successful investment companies of all time. Munger has already stealthily made another grab at Alibaba while others were saying goodbye. He is not alone on Wall Street in this, even if analysts are still holding back anxiously. We take a look at a few interesting IT players.
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Commented by Stefan Feulner on October 12th, 2021 | 10:45 CEST
LVMH, Diamcor, Porsche - Demand skyrockets
"I have never hated a man so much that I would have given him back his diamonds," Zsa Zsa Gabor is said to have once remarked. Yet the movie star was married no fewer than eight times. The demand for precious stones is increasing, not only because of more marriages but also because of the fear of inflation and currency devaluation. The diamond industry is experiencing increasing demand, especially from the Arab world, the newly strengthened Chinese middle class and India.
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