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Commented by Stefan Feulner on April 29th, 2024 | 07:15 CEST
Newmont, Royal Helium, Anglo American - Commodities on the rise
Precious metals remain in demand due to geopolitical uncertainties. After gold moved away from its highs above the USD 2,400 per ounce mark, there were no further major sell-offs. Industrial metals are also still in vogue. Copper has risen by around 20% since the beginning of the year and posted a new high for the year, while nickel has moved well away from its lows for the year. On the other hand, the noble gas helium, for which a global undersupply is predicted due to rising demand from the defense industry, has seen little movement.
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Commented by André Will-Laudien on April 29th, 2024 | 07:00 CEST
More than 100% with Gold, Bitcoin and Tourism: TUI, Lufthansa, Desert Gold and Deutsche Bank
The stock market has already performed very strongly in 2024. The focus has been on the artificial intelligence, high-tech, crypto and defense sectors. Many signs indicate that a sector rotation is imminent in the coming weeks. Precious metals, for example, have already made significant gains, but mining companies are lagging behind. Shares in the tourism sector have been equally subdued so far, although the COVID-related declines in the travel business should have long since been offset. In the financial sector, Deutsche Bank is attracting attention. After Nvidia, Microsoft, Meta and Rheinmetall, where are the next 100-percenters lurking?
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Commented by Armin Schulz on April 29th, 2024 | 06:45 CEST
Shell, Saturn Oil + Gas, BP - Oil price soon at USD 100? Oil defies US inflation
Last Friday, the oil price rose despite the negative impact of the latest inflation data from the US. These figures have dampened hopes of swift interest rate cuts by the FED, usually a catalyst for increasing oil demand. Tensions in the Middle East continue to contribute to uncertainty. Some analysts, including those at JP Morgan, are even speculating on a potential rise in the Brent oil price up to USD 100, driven in part by Russia's surprise announcement of further production cuts. If the oil price rises to USD 100, oil companies' profits would soar. We are therefore taking a look at three companies today.
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Commented by André Will-Laudien on April 29th, 2024 | 06:30 CEST
Turnaround within reach; invest in hydrogen 3.0 now? Nel ASA, Plug Power, dynaCERT and Daimler Truck
No sector has been hit as hard in recent months as the hydrogen sector. Even after 70 to 90% losses in individual well-known public stocks, the starting signal for a recovery rally does not yet seem to be in sight. However, there are now an increasing number of listed business models that use hydrogen as a clean, climate-friendly fuel. Spurred on by public subsidies, attempts are now being made to combine alternative energy generation and clean combustion processes. Whether in steel production, industrial manufacturing, or transportation, the application areas are diverse. Are interested investors now facing a technical rebound in the hydrogen sector?
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Commented by Juliane Zielonka on April 26th, 2024 | 07:00 CEST
HelloFresh, First Hydrogen, Amazon: Growth in the Courier, Express, and Parcel industry
The courier, express, and parcel industry (CEP) is a true growth engine. CEP companies currently employ almost 260,000 people, more than 50% more than ten years ago. Consumers worldwide are increasingly opting for direct deliveries to their homes, whether for food or retail orders. The food company HelloFresh is benefiting from this. The figures from the first quarter of 2024 impress analysts and investors alike. Increasing delivery traffic in cities needs new solutions. This is where First Hydrogen comes into play. The Company focuses on hydrogen-powered commercial vehicles for urban deliveries. The advantage of First Hydrogen's vans is their unbeatable range of over 600 km with just a single refueling. Amazon is also scaling up its food delivery services. In the US, they are enticing Prime subscribers to take advantage of delivery benefits for groceries. This is not at all popular in Europe and violates many consumer laws. We provide the details.
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Commented by Juliane Zielonka on April 25th, 2024 | 06:30 CEST
dynaCERT, Nordex, Plug Power - Clean solutions for the environment with potential returns
Greece's capital, Athens, has been struggling with extreme air pollution caused by dense Saharan dust since Wednesday. The red mineral dust causes severe lung problems and has led to numerous emergency admissions in the metropolis. Three companies are currently providing a breath of fresh air on the stock markets. The Canadian company dynaCERT focuses on clean air through patented electrolyser technology that reduces pollutant emissions in the booming logistics sector. Wind turbine manufacturer Nordex is also causing a stir among analysts. The Hamburg-based company impresses with full order books and good figures. A court in New York will now decide retrospectively whether CEO Andy Marsh's words regarding the operational business at Plug Power are just hot air or have real substance.
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Commented by Fabian Lorenz on April 24th, 2024 | 07:30 CEST
Is China getting serious? Rheinmetall and Almonty Industries profit! Varta share on the brink?
Is China really preparing for an attack on Taiwan? It is well known that China is massively increasing its gold reserves. But why tungsten, too? After all, China itself is the largest producer of this raw material, which is not only in demand in the arms industry. However, as noted recently by the CEO of Almonty at an investor conference, the Chinese are currently buying large quantities of tungsten. We can only speculate about the reasons behind this. What is clear is that the Western world needs to secure its tungsten supply. Almonty Industries is already producing in Europe and plans to commission a huge tungsten mine in South Korea later this year. Revenue and profits should then rise sharply and lead to a revaluation of the share. Rheinmetall has undergone a revaluation in the past two years. Can it reach EUR 600? Varta, on the other hand, is on the brink. Analysts do not see any upside, even at the current price level.
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Commented by André Will-Laudien on April 24th, 2024 | 07:00 CEST
Takeover rumors for biotech shares: BioNTech, Formycon, Cardiol Therapeutics and Novo Nordisk in focus
The biotech sector has significantly lagged behind the performance of artificial intelligence and high-tech this year. This is due to high inflation, which in turn has made an imminent interest rate cut unlikely. Nevertheless, Germany's economic conditions are deteriorating dramatically, particularly due to the ongoing geopolitical conflicts. It should, therefore, come as no surprise if the ECB announces an "emergency interest rate cut" in the summer. That would then be the starting signal for a major reshuffle out of the best performers of recent months and into the long-neglected biotech segment. We have selected a few interesting stocks.
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Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST
Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW
The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.
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Commented by Stefan Feulner on April 23rd, 2024 | 07:30 CEST
Plug Power, Carbon Done Right Developments, Nel ASA - Exponential growth
In recent months, geopolitical uncertainties have increased with escalations in the Gaza Strip and the ongoing conflict in Ukraine, dominating the headlines in newspapers and news portals. As a result, reporting on climate change has taken a back seat somewhat. Nevertheless, it remains one of the most significant challenges in human history. Due to global warming, extreme weather events and natural disasters are increasing noticeably. In addition to the expansion of renewable energies, the introduction of emissions certificates is considered an effective means of promoting climate protection.
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