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Commented by Armin Schulz on May 4th, 2022 | 12:04 CEST
K+S, Globex Mining, BHP Group - Commodity stocks for the next supercycle
Decarbonization is taking its toll. If you want to get out of fossil fuels, you need alternatives. But these alternatives require raw materials, some of which are not available in sufficient quantities. The result is rising prices. Goldman Sachs and Wells Fargo see commodities at the beginning of a supercycle, which means that the rally in commodities will last longer than 10 years. Tight supply is now further torpedoed by the Ukraine crisis and supply chain problems visible in China's ports. It is terrible for the industry but good for commodity producers. Today we look at three companies that could benefit from a supercycle.
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Commented by André Will-Laudien on May 4th, 2022 | 11:26 CEST
Pay attention to financial stocks: PayPal, MAS Gold, Deutsche Bank, Commerzbank - inflation, real interest rate and precious metals!
It is going to be a lot of work! The Ukraine war is leaving its ugly mark on the humanitarian and material aspects. A lot of money is needed for reconstruction and the return of the many refugees. Since debt levels are high, interest rates will likely continue to rise to meet the growing need for capital. In addition, there is a shortage of fossil raw materials, and there is a threat of supply shortages. In order to avert a default, Russia has settled USD 650 million in interest on various foreign securities, as expected. Can financial chaos still be averted? Who will pay for the war damage? Financial stocks and gold come into focus during large debt movements. Where are the opportunities for investors?
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Commented by Stefan Feulner on May 4th, 2022 | 10:22 CEST
BYD, Nevada Copper, XPeng - New opportunities for copper shares
After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.
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Commented by Juliane Zielonka on May 3rd, 2022 | 13:18 CEST
Adler Group, Amazon, Almonty - Free fall and strong growth
Investing in real estate is becoming increasingly volatile, whether as a landlord due to higher energy prices or as an investor in the Adler Group. In the latter case, auditor KPMG did not put an audit certificate on the 2021 annual financial statements because it remains unclear how the loss of around EUR 1 billion came about. The share slid into the basement, and four board members resigned. A look across the pond at Amazon, and Amazon Web Services, in particular, shows what can help a balanced portfolio mix. Boeing, the Seattle-based company, has gained a significant customer in the aviation industry. In this industry, the rare earth metal tungsten is in great demand. Thanks to its high density, it protects against radiation and is used for this purpose in the sheathing of aircraft. We take a look at what investors should watch out for now.
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Commented by Stefan Feulner on May 3rd, 2022 | 13:01 CEST
BASF, Meta Materials, NIO - New opportunities through the correction
Whether the old stock market rule "Sell in May and go away" still applies this year is at least doubtful. The DAX and S&P 500 benchmark indices have lost more than 10% since the beginning of the year. The Nasdaq technology segment was hit harder, losing more than 20%. Concerns about further interest rate hikes, the threat of stagflation and uncertainties regarding the Ukraine conflict are causing investors to go on a buyers' strike in some cases. Nevertheless, there are good long-term, anticyclical entry opportunities at current levels.
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Commented by André Will-Laudien on May 3rd, 2022 | 12:11 CEST
The energy madness: NEL, dynaCERT, Plug Power, FuelCell Energy - Hydrogen shares and the next price explosion?
If not now, when? Never before have there been so many arguments for new technologies that improve energy generation and distribution. After years of globalization, local connections are becoming important again in the current dislocation of international relationships, as the world has truly come apart at the seams. Supply relationships, price relations and availability, are under scrutiny. For the GreenTech movement, the current conditions could not be better, with climate protection and new technologies for decarbonized mobility leading the way. We take a look at the protagonists of hydrogen technologies.
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Commented by Fabian Lorenz on May 3rd, 2022 | 11:48 CEST
BYD and Altech with strong news: Hope for BioNTech shares?
Rising interest rates, the war in Ukraine, lockdowns in China and recession fears: the current global mix is not conducive to rising share prices, but there is also positive news from companies. Among them is BYD. The largest Chinese manufacturer of electric cars has published quarterly figures and thus convinced analysts. In addition, BYD is celebrating the delivery anniversary of its flagship. The share of Altech Advanced Materials is also currently stepping on the gas. A study has confirmed that the planned production plant of the Heidelberg-based Company can be highly profitable. With the plant, Altech wants to stir up the market for lithium-ion batteries. BioNTech shareholders are still waiting for positive news - but there is hope.
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Commented by Nico Popp on May 3rd, 2022 | 10:41 CEST
Tech stocks - Where is the party over? Alibaba, wallstreet:online, PayPal
For years, digital business models were considered the best of the best. But the past April has punished stocks such as Alibaba and PayPal - in some cases, very significantly. The question now is: Is the age of growth companies coming to an end, or are the current prices possibly a good opportunity? And what other factors might be playing a role?
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Commented by André Will-Laudien on May 2nd, 2022 | 13:27 CEST
BioNTech, Defence Therapeutics, Valneva, MorphoSys - Biotech stocks that will still be fun tomorrow!
One of the most churned areas on the growth stock market is the biotech sector. There was too much disappointment on the drug development side; even in the COVID sector, only a few winners remain. However, the current sell-off could turn out to be an entry opportunity in the medium term because there are more and more people on earth and, fortunately, they are getting older and older; even the Corona pandemic is not likely to change this. There are already 1 billion people worldwide over the age of 60, and forecasts predict that this figure will rise to 2 billion by 2050 - with a total population of more than 9 billion people predicted at that time. Which values have been unjustly neglected, and where are the current opportunities for investors?
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Commented by Carsten Mainitz on May 2nd, 2022 | 12:22 CEST
Adler Group, BrainChip, Verbio - Exciting developments!
Not every piece of information is received by the market as the broadcaster had intended. The general sentiment and the need for an explanation of news or developments also plays a major, sometimes even decisive role. The management and shareholders of the Adler Group and Verbio can currently sing a song about this. However, in part, it is also the short-sighted quarterly thinking, as in the case of BrainChip, that is depressing the share prices. Forward-looking investors can profit from these constellations.
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