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Commented by André Will-Laudien on November 23rd, 2023 | 07:30 CET
Getting in now? Hydrogen - The analysis: Nel and Plug Power sold off, rebound at dynaCERT!
It was like a crash. The hype sector hydrogen experienced one of the most significant sell-offs in recent stock market history with a complete reversal to the downside. Parallel to otherwise bullish markets, losses of 70 to 90% were not uncommon. The rationale behind this is understandable and frustrating at the same time: green-oriented governments around the world are trying to accelerate the climate transition but often have the wrong targets in mind due to their lack of expertise. Hydrogen is just a selectively applicable technology and not a solution for global energy supply. Studies show that only the complete, green production of H2 makes any economic sense. Investors have long since seen through the game, and politicians may have to fail before the necessary insight comes. Nevertheless, there are some opportunities for sensible hydrogen applications. We delve into the topic and put current models to the test.
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Commented by Juliane Zielonka on November 23rd, 2023 | 07:20 CET
Saturn Oil + Gas, Rheinmetall, Bayer - Energy, Defense, Healthcare: Where short-term returns await
In Germany, the federal government put its spending on hold, a day after the Federal Constitutional Court ruled that the reallocation of EUR 60 billion of unused debt from the pandemic era to the Energy and Climate Fund was unlawful. Europe's largest economy is shrinking due to rising energy prices and trade tensions. At the same time, North America, with stable oil companies such as Saturn Oil & Gas, presents an attractive investment opportunity for investors. Rheinmetall is experiencing a target price high of EUR 370 and flirting with long-term prospects in the US. At the same time, Bayer grapples with legal challenges and the failure of the blood thinner 'asundexian'. We look at where an investment may be worthwhile now.
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Commented by Stefan Feulner on November 23rd, 2023 | 07:10 CET
Significant events at TeamViewer, Power Nickel and Nordex
Global stock markets continue to head north and find themselves in the midst of a year-end rally despite the uncertainties in geopolitics. This rally is likely fueled by the ongoing easing on the interest rate front. The DAX, Germany's leading index, remains close to the critical 16,000-point mark. In addition, technology companies that have corrected sharply in recent months will likely face a sharp wave of recovery.
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Commented by André Will-Laudien on November 22nd, 2023 | 07:30 CET
Black Week in the energy sector: Short hydrogen - Long oil! Shell, BP, Prospera Energy, and Plug Power under the microscope
It sounds ambitious! To completely restructure Europe's energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. As of 2021, Germany alone was importing 45% of its fossil fuels from Russia, which had been a valued partner until then. After the start of the war in Ukraine, this long-standing business partner was removed from the list. However, this also means that the very cheap sources are no longer accessible for Central Europe. Therefore, electricity, heating and mobility prices will remain high while public coffers are empty. Shareholders who bet on Greentech have to endure a crash in the hydrogen sector while fossil fuels are experiencing a renaissance. Where are the medium-term opportunities?
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Commented by Fabian Lorenz on November 22nd, 2023 | 07:20 CET
BYD with "Tesla killer", JinkoSolar with sales record, and Klimat X Developments with milestone payment
BYD is currently bursting with energy. The Chinese company is rushing from one sales record to the next. To ensure this continues in the coming year, BYD has unveiled two new "Tesla killers". The mid-range SUVs are designed to make life difficult for the Model Y. For those without a climate-neutral business model, CO2 certificates can be purchased from Klimat X Developments. The Company has just received a milestone payment. When will the shares of the innovative company benefit? JinkoSolar shareholders also need to be patient at the moment. The share is not taking off despite the solar group doing well operationally. While the Chinese have reason to celebrate, another competitor disappoints once again.
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Commented by Armin Schulz on November 22nd, 2023 | 07:10 CET
Siemens Energy, Almonty Industries, BASF - Rebound underway, where is it worth getting in?
At the end of October, the mood among investors was gloomy. Many indices were under pressure and had lost more than 10% of their value. Since October 28, the mood has changed, and the markets have rallied significantly. One of the reasons is undoubtedly the Fed's interest rate pause. After three weeks on the upswing, the indices are approaching new highs. Nevertheless, there are still stocks that have not yet been able to benefit from the upward trend. We have picked out three interesting stocks that offer plenty of long-term potential.
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Commented by Stefan Feulner on November 22nd, 2023 | 07:00 CET
Bayer, Cardiol Therapeutics, K+S AG - Clear opportunities after bottoming out
Shareholders of the chemical and pharmaceutical company Bayer suffered a black Monday following the discontinuation of a Phase III trial. As a result, Bayer shares fell to their lowest level since 2009. In contrast, there is optimism among other companies for a strong rebound. The biotech sector, in particular, seems to have bottomed out. There is a long-term opportunity for outperformance here, especially with second-tier companies.
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Commented by André Will-Laudien on November 21st, 2023 | 07:15 CET
Attention: New battery technology in demand! Freyr Battery, Manuka Resources, Varta and IBU-tec in focus
Despite all ecological reservations, the electrified future is advancing. In an effort to combat climate change, politicians have decided on the complete electrification of the future. The plan to entirely displace fossil fuels will lead many countries into a new economic dimension that will outperform conventional economies for a long time. However, a beautiful, new world must be economically affordable. This requires significant technological advancement and a tremendous amount of money for the transformation; ideological thinking helps little in this regard. Central Europe, in particular, is an importer of raw materials and energy and is a long way from setting world-changing parameters. However, since everything has already been decided in Berlin, millions of batteries and stationary energy storage systems are now needed for the green transformation. The key here is access to the critical metals of the future. These strategic decisions are being evaluated in the stock market. It is worth doing the math.
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Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET
Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming
The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.
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Commented by Armin Schulz on November 20th, 2023 | 07:20 CET
BYD, First Hydrogen, Nikola - Mobility in transition, which shares have long-term potential?
The mobility landscape has changed drastically in recent years. Traditional internal combustion engines are increasingly being replaced by more environmentally friendly alternatives such as electric vehicles and hydrogen fuel cells. These changes will also have far-reaching implications for transportation, altering how we move. Which technology will prevail? We look at three companies with different approaches to the topic and assess which companies are well-positioned for the future.
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