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Commented by Armin Schulz on September 8th, 2021 | 11:57 CEST
Central African Gold, Nordex, NIO - The potential of sustainability
The topic of sustainability is increasingly on people's minds. Five years ago, the subject was not even interesting to most. Now, more than 80% of people are thinking about it. Companies' customers spend more money if a product is sustainable; it is a sign of quality and gives them a positive image. If you use sustainable electricity and use resources sparingly, you can also save costs. All these are reasons why renewable energies and e-mobility are currently becoming more and more important.
ReadCommented by André Will-Laudien on September 8th, 2021 | 11:33 CEST
BYD, Teck Resources, GSP Resource, Varta - Commodity rally three point zero!
There is a growing concern in the German economy that rapidly rising raw material prices will jeopardize the upswing in the future. Thus, the head of the Munich-based economic research institute Ifo, Clemens Fuest, warns: "If commodity prices continue to rise significantly across the board in the coming years, this could become a problem." He is referring to the upswing because supply chains are already severely disrupted by the pandemic. The temporary failure of the Suez Canal has even led to a delay of several months in the delivery of high-tech products.
ReadCommented by Nico Popp on September 8th, 2021 | 10:42 CEST
JinkoSolar, Silver Viper, Plug Power: Shares for the energy transition
Clean energy does not work without technology. The energy transition can only succeed if photovoltaic systems or even wind turbines are state-of-the-art. It is therefore essential that there are companies that lead the way technologically. This can be achieved with new products, daring plans, or in a classic way: by promoting suitable raw materials.
ReadCommented by André Will-Laudien on September 7th, 2021 | 13:24 CEST
Nvidia, AMD, BrainChip, Infineon - Scarcity: These chip stocks are exploding!
The global chip markets remain tight, and a recent PwC study predicts that the global semiconductor market will continue to experience solid growth years. The authors forecast that chip sales will rise to USD 575 billion as early as 2022. Starting from the USD 481 billion in the previous record year 2018, this would correspond to a compound annual growth rate (CAGR) of 4.6% - not even the pandemic slowed this increase noticeably. In Europe, the automotive industry will become the primary sales market for chip manufacturers. A new growth driver is semiconductors to support artificial intelligence (AI) in autonomous mobility. We present a few industry representatives.
ReadCommented by Nico Popp on September 7th, 2021 | 12:45 CEST
Alibaba, Barsele Minerals, K+S: Where comeback opportunities now lurk
Stocks that have taken a bit of a beating have a certain appeal for investors. On the one hand, the shares seem to be on special offer, and on the other hand, it quickly becomes clear from the performance chart where the potential of the respective Company on the stock market extends. But shares are not always ripe for a comeback. What investors should watch out for and what the situation looks like for three selected stocks.
ReadCommented by Stefan Feulner on September 7th, 2021 | 12:04 CEST
SMA Solar, Royal Helium, RWE - Supply is becoming increasingly scarce
Whether for cars or consumer electronics, hardly any machine can do without microchips anymore. Since the beginning of the year, the shortage of semiconductors has been throwing the automotive industry out of step and causing production downtime and short-time work. Meanwhile, there is no end in sight to the supply crisis. Shortages stretch as far as the eye can see, while demand increases due to technological advances. Demand is also rising enormously for raw materials needed to decarbonize the economy.
ReadCommented by Fabian Lorenz on September 7th, 2021 | 11:12 CEST
HelloFresh, Zalando, AdTiger - Digitization conquers not only the DAX
Digitization is on the rise: in our lives, in the stock market and also in the DAX. And so, after more than 30 years, Germany's leading index is getting a makeover. On September 20, 2021, it will be expanded from 30 to 40 companies. With the newcomers, more digitalization is also moving into the elite index like the cooking box delivery Company HelloFresh and online fashion retailer Zalando. Both companies are benefiting from the trend toward digitization and have grown rapidly in recent years. Analysts continue to see potential. Hot stock AdTiger is still far from billions in sales, but its focus on online advertising offers exciting prospects.
ReadCommented by Carsten Mainitz on September 7th, 2021 | 10:40 CEST
Deutsche Rohstoff, Gazprom, Royal Dutch Shell - Do you really want to miss out? Single-digit P/E ratios and share price gains!
Commodities giant BHP is selling its oil and gas business after more than 60 years. However, other companies are pushing to enter and expand in this sector. How does this fit together? Ultimately, it is strategic decisions - focus, diversification or transformation? The high prices for oil and gas are providing producers with high profits. The medium-term outlook is also good. Growth and a favorable valuation are thus enticing. These are the stocks worth taking a closer look at.
ReadCommented by Stefan Feulner on September 6th, 2021 | 14:25 CEST
BASF, Desert Gold, Moderna, BioNTech - Keep going, keep going!
The Delta variant is teaching the markets to be afraid. After the economy was humming in the past two quarters, disillusionment is now slowly setting in. The unexpectedly weak labor market data in the US in August demonstrated this. Outside of agriculture, only 235,000 new jobs were created compared with the forecast of 728,000 new jobs. Thus, the market's fear of an end to loose monetary policy and possible interest rate hikes should also be off the table.
ReadCommented by Stefan Feulner on September 6th, 2021 | 13:40 CEST
Steinhoff, Saturn Oil + Gas, NIO - Spectacular transformation
A lot happened in the global capital markets last week. In addition to the OPEC+ meeting, where it was decided to turn on the oil taps further, disappointing labor market data again determined the direction of stock prices. Several second-line stocks, likely to face serious revaluations due to strong quarterly figures or new corporate developments, caused a furor. Position yourself now!
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