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Commented by Stefan Feulner on April 28th, 2022 | 10:58 CEST
Plug Power, Altech Advanced Materials, Nel ASA - Ambitious valuations
There is everything to be said for the transformation from fossil fuels to renewable energy. Now that the Western world has broken away from the Russian aggressor, the expansion of "freedom energies" is to proceed even faster. Baerbock, Habeck and Co. have already announced the withdrawal from dependence on the Eastern European neighbor. It should now be exciting to see how implementation works in the near future. The listed companies in the respective sectors, such as fuel cells, hydrogen and photovoltaics, have already built up horrendous valuations despite a correction that has been ongoing for months. Thus, caution is advised for some shares against a further slide.
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Commented by André Will-Laudien on April 27th, 2022 | 12:26 CEST
Barrick Gold, Desert Gold, K+S - Inflation: Is fertilizer the new silver and gold?
Inflation and rising interest rates are an argument in favor of precious metals - that is the opinion of many investors who suspect a loss of monetary value and want to protect themselves against it. But the stock exchanges had other topics on their radar in the last few days. Because due to strongly correcting share prices, there was primarily an urge for liquidity, in part to satisfy margin requirements of the bank. Such times also lead to the realization of price gains in gold and silver. So regardless of the environment, precious metals fall at times. For the long-term investor, this is a clear buying opportunity. We look at which stocks are promising here.
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Commented by Carsten Mainitz on April 27th, 2022 | 12:13 CEST
Hong Lai Huat, Commerzbank, Vonovia - Go for intrinsic values!
Tangible assets such as equities, real estate and commodities remain a strategically correct investment decision in the face of increasingly rising inflation. However, the crystal ball must make a precise forecast of the complex interplay of inflation rates, economic development, external shocks (Corona, Ukraine war) and central bank reactions. With these substance stocks, investors can survive rougher stock market phases.
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Commented by Nico Popp on April 27th, 2022 | 11:54 CEST
Where the sentiment is right: BioNTech, Defence Therapeutics, Amazon
If you want to sell air mattresses in November, you will not succeed even with huge discounts. It is a similar story when selecting stocks. In order to reap returns, investors need to assess the market and bet on the stocks that will be in demand in the near future. In the case of vaccine stocks, the air seemed to be out recently. But now, there are growing indications that more vaccine doses may be needed. We take a look at the sentiment of three stocks.
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Commented by Armin Schulz on April 27th, 2022 | 10:17 CEST
Nordex, Triumph Gold, Varta - Which shares are coming through the current crisis well?
The current market environment is anything but easy. Inflation is galloping, and while the US is gradually raising interest rates, the EU is exercising restraint and hoping that inflation will fall on its own. However, this scenario is more than questionable, especially since the exit from Russian energy imports is additionally fueling inflation. In addition, there is the Ukraine crisis. The conflict has blocked the land route from China to Europe, leading to supply chain problems. The only options left are by air, which is not economical in most cases, or by sea. Due to China's Zero-Covid policy, further major delays for shipping are currently occurring at their ports. Today, we look at three companies and analyze who should do well through the crisis.
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Commented by Fabian Lorenz on April 26th, 2022 | 12:15 CEST
Chip industry booming: What are Mercedes partners BrainChip, Nvidia and Infineon doing?
Chip stocks are having a hard time at the moment, although the market is undersupplied and will probably remain so for some time. This was also highlighted by figures from semiconductor equipment supplier ASML. Orders at the world's largest supplier of lithography systems to semiconductor manufacturers were around EUR 7 billion in the first three months of 2022, well above market expectations. In addition, ASML has indicated targets through 2025. The Company intends to expand production capacities in view of the high demand. Mercedes partner BrainChip should also benefit from these positive industry prospects. And, of course, industry heavyweights such as Nvidia and Infineon.
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Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST
Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!
Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?
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Commented by Nico Popp on April 26th, 2022 | 10:19 CEST
Stocks for bargain hunters: Mercedes-Benz, Power Nickel, Netflix
Share prices are falling. The mix of inflation, the war in Ukraine and the Corona problem in China is weighing on share prices. Even positive economic data in the form of a friendly ifo Business Climate Index does not help. For savvy bargain hunters, falling prices in the face of friendly economic data may even be a good sign. If the market exaggerates on the downside, there could be opportunities in quality companies. We take a closer look at three stocks.
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Commented by Armin Schulz on April 25th, 2022 | 13:26 CEST
BP, Saturn Oil + Gas, Shell - Oil shares in focus after the French election
The EU wants to tighten Russia sanctions further. Oil and coal imports are to be stopped. According to Annalena Baerbock, it should be ready by the end of the year. But will it stay that way? At the moment, it has not yet been possible to bring an immediate import stop, also in order not to endanger the election in France. The duel between Macron and Le Pen is too close, and the challenger could use further price explosions in the energy sector to her advantage. JPMorgan sees the oil price at USD 185 if the EU immediately stops its imports. Once the election is over, the full import ban could come. France's Finance Minister LeMaire recently said that an EU ban on Russian oil is underway. We look at three beneficiaries of rising oil prices.
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Commented by Carsten Mainitz on April 25th, 2022 | 13:22 CEST
Mutares, Edgemont Gold, Barrick Gold - Inflation soon to exceed 10%! What to do?
According to some experts, inflation could soon rise above 10%. The possible reaction of the central banks by increasing interest rates to contain inflation remains theoretical so far. After all, can the world's so heavily indebted countries afford significantly higher interest rates at all, and wouldn't a higher interest rate level stifle the economy? The bottom line is that a prolonged period of high inflation is very likely. Investors can effectively position themselves against the loss in value of their assets by investing in tangible assets. That means stocks, bonds, real estate and commodities belong in the portfolio!
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