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Commented by Nico Popp on June 23rd, 2021 | 15:15 CEST
BYD, Plug Power, Saturn Oil & Gas: Take a close look at the energy transition!
Everyone is talking about electromobility and hydrogen - but what does it look like in reality? There are still many combustion engines in good condition on the roads. Scrapping them cannot be sustainable. The global energy mix also shows that renewable energies are a welcome trend but by no means the rule: As reported by the International Energy Agency, oil accounted for 31.5% of primary energy supply in 2018. It is followed by coal at 26.8%, and gas at 22.8%. Fossil energy sources thus had a share of more than 80% in 2018. These energy sources will still be needed in the coming years.
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Commented by André Will-Laudien on June 23rd, 2021 | 14:03 CEST
BHP, Glencore, NewPeak Metals - Scarce, scarce and sold out!
Whoever tries to order an e-bike from the Internet these days sometimes gets the delivery notice: "Due to missing components delivery delayed indefinitely!" Reason: The container ship "Ever Given" in the Suez Canal, shipwrecked, is still fully loaded at the Egyptian quay walls and is waiting to continue its journey. However, the insurance issues have not yet been resolved because the accident caused considerable damage to the canal structure. The riparian states admittedly do not want to pay for the restoration. It may therefore take some time before the insurance sum is paid. Moreover, on the ship are also bicycle components of the manufacturer Shimano, so European bicycle manufacturers cannot deliver!
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Commented by Stefan Feulner on June 23rd, 2021 | 13:33 CEST
Varta, dynaCERT, Nordex - Strong development
Renewable energies are essential concerning the targeted climate neutrality. For the long-term success of the energy transition and climate protection, alternatives to fossil energy sources are being sought. The switch to the new sources of photovoltaics, wind, hydrogen or geothermal energy opens up new economic sectors with considerable potential. Many companies have recognized the signs of the times, already initiated the turnaround and are now facing a bright future.
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Commented by André Will-Laudien on June 23rd, 2021 | 13:14 CEST
FuelCell, NEL, Enapter - Hydrogen on the rise again!
It was quiet around the hydrogen stocks for a few months. Although we see high stock market turnover, the prices tended to move sideways. Yesterday there was good quarterly news from Plug Power, sales are increasing, but the loss continued to grow because of their high investment costs. The whole industry was caught in the downward trend, but in the last 4 weeks, there was a small revival of the stocks. The independent research organization SINTEF from Norway forecasts a massive market for hydrogen with a demand of over 100 million tons by 2050. We take a brief look at the protagonists' cards.
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Commented by Armin Schulz on June 23rd, 2021 | 12:21 CEST
Commerzbank, wallstreet:online, Volkswagen - What is the German stock market doing?
Last Friday, there was the so-called witches' Sabbath, and the DAX fell by over 300 points, but by Monday, the buyers returned. All signs point to economic recovery, also in the USA. The FED has announced that it does not intend to raise interest rates before 2023, despite inflation significantly higher than Germany. The European Central Bank has not yet announced anything about raising interest rates. They are trying to keep the economy going, and Mr. Draghi had tried to fan inflation for a long time but failed at the time. The ECB would undoubtedly like to see inflation of 2-3% over a more extended period, and that makes investing in stocks or other tangible assets still attractive.
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Commented by Carsten Mainitz on June 23rd, 2021 | 11:28 CEST
Standard Lithium, Osino Resources, Ballard Power - These stocks are going through the roof
When German investors think of Canadian stocks, two topics usually come to mind: commodities and cannabis. Many companies from these two sectors are headquartered in one of the Canadian cities of Montreal, Vancouver or Toronto. The Canadian stock market accounts for 5% of the world's stock market capitalization, while the country holds only 0.5% of the world's population. But there are also interesting investments outside the two sectors mentioned. So who makes the race?
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Commented by Nico Popp on June 23rd, 2021 | 10:40 CEST
Deutsche Bank, Telekom, Aspermont: Here are the digitization winners
We now see in our everyday lives that digital solutions promise significant benefits: searching for a car-sharing vehicle or an electric scooter is only really fun with a smartphone. Many of the inconveniences of the Corona pandemic are also bearable, thanks to digital solutions. For example, the transmission of test results or proof of vaccination. Many traditional industries are also facing change thanks to digitalization. While large companies sometimes suffer from the change, small companies can gain market share. We outline three values.
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Commented by Nico Popp on June 22nd, 2021 | 15:02 CEST
JinkoSolar, Defense Metals, Gazprom: Values for the yield kick
The fight against climate change is an ideological issue in many places. That is why there are bitter opponents of the measures. But clean energy should be in everyone's interest - at least if it is profitable to produce. Many people rightly have reservations about pushing technology onto the market solely based on subsidies. History has shown that this creates the wrong incentives and even restricts the development of technology that could become established in the long term.
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Commented by Stefan Feulner on June 22nd, 2021 | 14:07 CEST
Steinhoff, Barsele Minerals, Bayer - This is explosive for the stock markets
Will the central banks change their direction, or will "the policy of cheap money" remain in place with unlimited bond purchases and zero interest rates to benefit growth? Last week, the markets were already caught on the wrong foot after the FED forecast two interest rate hikes for 2023. Then, the President of the St. Louis Fed, James Bullard, added even more salt to investors' wounds. He sees an accelerated tightening of monetary policy as a normal reaction to economic growth and rampant inflation in the wake of the economy's return from the Corona shock.
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Commented by Stefan Feulner on June 22nd, 2021 | 13:26 CEST
Volkswagen, EuroSports Global, Geely - Enormous future potential
Electromobility is one of the growth markets of the coming years. The switch from combustion engines to battery-powered vehicles is already a done deal and is being driven forward by automakers at an ever-faster pace. Even far away from automobiles, e-mobility will be a central component of a smart and resource-conserving lifestyle. A market in which companies outside the automotive industry will also participate. Seize the opportunity!
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