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Commented by Nico Popp on July 7th, 2022 | 14:13 CEST
Protect your capital! Crisis ahead! Thyssenkrupp, ArcelorMittal, Nordex, Tocvan Ventures
The Germans are crisis weary. But this can be expensive! Instead of looking at COVID-19, inflation and climate change in isolation, it is vital to recognize where the mix can still lead. A recession and a further dynamization of inflation could be just the beginning. What if economies end up on the brink of bankruptcy and wealth disappears on a grand scale?
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Commented by Stefan Feulner on July 7th, 2022 | 14:13 CEST
K+S AG, Viva Gold, Rheinmetall, Hensoldt - Recession fears across the board
Increasing fears of a global recession are sending the capital markets into a tailspin. The DAX marked a new low for the year at 12,385 points, while the euro fell to its lowest level in almost 20 years against the US dollar due to weak economic data from the eurozone. In addition to the oil price, which has been booming for weeks, the precious metals markets also took a beating, with gold breaking below the psychologically important support zone at USD 1,800. Due to the partly exaggerated price reactions, however, there are long-term anti-cyclical buying opportunities.
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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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Commented by Armin Schulz on July 6th, 2022 | 12:16 CEST
Plug Power, dynaCERT, Daimler Truck - Hydrogen market gets hot again
A glance at the federal report on energy research 2022 is enough to tell you that the federal government is funding research and development into hydrogen. The term hydrogen appears 116 times in the document, far ahead of wind power or solar energy. RWE has recently announced that it is investing a lot of money into hydrogen production. Siemens Energy wants to produce electrolyzers together with Air Liquide. The French are also working with ThyssenKrupp to develop hydrogen-based steel production. The EU is promoting the hydrogen sector, so it is no wonder that more and more collaborations are being formed between corporations. Today we look at three companies active in the hydrogen sector.
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Commented by André Will-Laudien on July 6th, 2022 | 12:11 CEST
Plug Power, First Hydrogen, ThyssenKrupp, Nel ASA - Climate rescue stocks in focus!
Whoever thinks about transportation in the future should have e-mobility and, secondly, hydrogen in mind. At the last EU summit in June, the phasing out of combustion engines by 2035 was anchored, with the exception of so-called e-fuels. Various processes are being discussed in producing e-fuels that lead to a synthetic fuel. It does not burn completely free of pollutants, but at least it is produced 100% climate-neutral. In the case of so-called green hydrogen, the industry is now moving forward step by step. The processes are still costly and only competitive to a limited extent if the current fossil fuel prices are considered. Things are now getting exciting with the following shares.
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Commented by Stefan Feulner on July 6th, 2022 | 11:58 CEST
Rheinmetall and Hensoldt stumble, good opportunities in XPhyto and Deutsche Telekom
As a result of the shockingly weak economic data from the eurozone, the euro fell to its lowest level in almost 20 years with an exchange rate of 1.028 against the US dollar and is currently not far from parity. This crash was followed by European equities, with the DAX recording a new low for the year. Even last week's high flyers, defense stocks, were hit hard with double-digit daily losses. Despite the current correction, there are attractive long-term, anti-cyclical entry opportunities in many sectors at current levels.
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Commented by Nico Popp on July 6th, 2022 | 11:54 CEST
Synergy effects as a risk buffer: Amazon, wallstreet:online, Volkswagen
Experienced value investors look for an "economic moat" in attractively valued companies. These business model characteristics make it particularly immune to external influences and disruptive factors. These include, for example, low-priced items that are a hit with consumers thanks to strong brands and are therefore readily purchased even in times of crisis. Another form of "economic moat" can be different divisions and business units that complement each other. We highlight three synergy stocks and explain how they can be stable investments.
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Commented by Nico Popp on July 5th, 2022 | 11:28 CEST
Chips - Now it's really getting started! Intel, BrainChip, ARM, NVIDIA
Chip stocks like Intel have recently lost double digits on the stock market. But what about demand? Market researchers at McKinsey predict that the chip industry will grow by 8% annually until 2030 - and even more in selected niches such as the automotive industry. For chip stocks, this means the chance of brilliant comebacks. We present three shares.
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Commented by André Will-Laudien on July 5th, 2022 | 11:25 CEST
Climate shares: BASF, Erin Ventures, Nordex, BYD - The stuff dreams are made of!
Germany and Europe will have to dress warmly for the coming winter because a stable energy supply seems to be more than endangered from today's perspective. Private households are probably largely at the mercy of this scenario, while the major industrial locations have been working on alternative backup concepts for several months. Battery technology should also be further promoted for local energy storage. An important material for the accumulators is boron, similarly necessary as lithium, but apparently, only few know this. We highlight some interesting aspects for investors.
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Commented by Stefan Feulner on July 5th, 2022 | 11:14 CEST
Strong signs at BioNTech and Defence Therapeutics, and Valneva closes the gap!
****Without question, the future belongs to biotechnology. The record-breaking development of vaccines, tests and drugs in the wake of the Corona pandemic, which broke out more than two years ago, showed how important this sector is for humanity. Biotechnology stocks are consolidating strongly despite being established as a critical future technology. The NASDAQ Biotech Index has lost about 40% since last summer, creating attractive entry opportunities for investors at a significantly reduced level.
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