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Commented by Fabian Lorenz on August 18th, 2022 | 10:21 CEST
Sell Nel ASA? Buy HelloFresh and Aspermont?
Despite individual setbacks, the mood on the stock market is currently good and the summer rally is underway. Alongside shares from the technology sector, hydrogen stocks such as Plug Power and Nel ASA are currently among the high flyers. However, JPMorgan is interfering. The analysts rate the hydrogen specialist as "Underweight" and thus advise selling. They believe the share price could drop by a significant double-digit percentage. In contrast, two analysts have commented positively on HelloFresh. Berenberg even sees a doubling potential. There are also praising words for Aspermont. The debt-free Company is growing, the new fintech platform is exciting, and the valuation is very low compared to the peer group.
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Commented by Nico Popp on August 17th, 2022 | 13:45 CEST
E-cars? This is what matters now! Mercedes-Benz Group, Altech Advanced Materials, Varta
Higher, faster, further: That is the claim of the automotive industry for new e-car models. In fact, a lot has happened in recent years. From e-cars made in France, which at best managed around 200km, to sedans that now travel 1,000km, the development is great. Nevertheless, the comparison between small cars, sedans or SUVs is limp. Reason enough to take a closer look at what really makes e-cars better, using three listed companies as examples.
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Commented by André Will-Laudien on August 17th, 2022 | 13:10 CEST
Hydrogen presses the gas pedal: Plug Power, First Hydrogen, Nel, Ballard Power - 100% rally is real!
Prime Minister Justin Trudeau and German Chancellor Olaf Scholz will sign an agreement to jointly support the production of hydrogen fuel in Canada for export to Germany, the German government announced Friday. The head of government, accompanied by Economics Minister Robert Habeck, will travel to Canada on August 21-23 to establish this important agreement on climate protection. The processes are still costly and only conditionally competitive, but if fossil fuels remain permanently expensive, it will be exciting. Who is ahead in H2 shares?
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Commented by Fabian Lorenz on August 17th, 2022 | 13:05 CEST
Over 200% share price potential? Analysts on BioNTech, BASF and Saturn Oil + Gas
The stock markets are friendly this week and the summer rally continues. Analysts still see room for improvement in the BioNTech share. The German biotech leader could be in for a golden autumn. Its product pipeline is promising. High energy prices and a looming gas shock in winter are causing trouble for the share of BASF. Analysts are also divided: "outperform" or "sell"? At Saturn Oil & Gas, free cash flow could almost reach the level of current market capitalization in the coming year. Therefore, analysts predict a revaluation potential and a share price potential of more than 200%. After all, investor legend Warren Buffett also backs oil producers.
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Commented by Armin Schulz on August 17th, 2022 | 11:58 CEST
Daimler Truck, dynaCERT, Nikola - Which transportation stocks are taking off?
The transportation industry faces many challenges. These were addressed on July 15 at the 15th Truck Symposium, hosted at Nürburgring. Here, 110 experts discussed staff shortages, lack of parking spaces and new drive concepts. The latter is still the subject of controversial debate. Are fully electric transport vehicles the future, or will the hydrogen fuel cell prevail? The fact is that the transport industry must significantly reduce its emissions by 2030. Today, we look at three companies that offer solutions for lower CO2 emissions.
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Commented by Stefan Feulner on August 17th, 2022 | 10:41 CEST
Positive signs - Infineon, Defence Therapeutics, MorphoSys
A well-known rule says that stock markets trade the future. At the moment, politicians and monetary watchdogs are fighting to contain rampant inflation on the one hand and to prevent a global recession from occurring on the other. Added to this are geopolitical tensions in Ukraine and Taiwan. But the capital market has been robust for weeks, with the DAX alone gaining around 1,500 points since the beginning of July in this year's summer slump. But things are not turning out as predicted by the crash prophets, who are again in the spotlight. There are increasing signs that the stock market has already seen its lows.
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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST
Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen
Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.
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Commented by Stefan Feulner on August 16th, 2022 | 10:40 CEST
Analysts enthusiastic about figures - K+S, Meta Materials, Deutsche Telekom
The second quarter results season is slowly drawing to a close. Overall, most companies were again able to surprise on the upside despite recession fears and supply chain problems. In addition, forecasts for the year were largely maintained despite risks relating to energy procurement and costs. Due to the correction in the first half of the year, many companies offer attractive entry opportunities at their current levels. In addition, analysts see price increases of over 50% for various stocks.
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Commented by Mario Hose on August 16th, 2022 | 07:08 CEST
Kodiak Copper CEO Claudia Tornquist: The long-term picture for copper remains extremely strong
Copper is one of the important metals in modern life. When it comes to the energy transition and the change in mobility, the red metal is of great importance. In the global competition between industrial market players, access and price therefore play an important role. Raw material nations such as Canada supply the market with the ingredient of countless technical devices, which are often produced in the Middle Kingdom. For this reason, it is particularly interesting to hear the opinion of an expert. Claudia Tornquist is the CEO of Kodiak Copper Corp. and is exploring for new copper deposits in British Columbia.
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Commented by André Will-Laudien on August 15th, 2022 | 13:32 CEST
GreenTech shares: BYD, Alpha Copper, Nordex, JinkoSolar - Top stocks for the climate fight!
According to a study by the International Copper Study Group (ICSG) from 2020, Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. In Europe, the largest copper deposits are concentrated in Russia and Poland. When it comes to calculating the copper market in the next few years, expert opinions differ widely. According to a study by Wood Mackenzie, primary copper demand will increase by over 30% to around 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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