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Commented by Juliane Zielonka on May 5th, 2022 | 12:57 CEST
Bayer, NervGen, Adler Group - Pharma and Real Estate, management in focus
Corporate giant Bayer is collaborating with Charité Berlin to cure genetic diseases in the future. A paradox? Big Pharma thrives on alleviating symptoms but not curing diseases. Things will soon look different. The biotech company NervGen is also dedicated to curing diseases. The approach here: reverse degenerative nerve conditions through self-healing. Specifically, this means helping individuals with paraplegia who are wheelchair-bound reconnect their neural pathways. The Company is in the clinical trials phase and was started by a co-founder who witnessed a dramatic accident. One cannot speak of an accident at the real estate company Adler Group. Four board members have resigned after auditor KPMG refused to give its OK for the annual financial statements. Can management regain the confidence of shareholders?
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Commented by Nico Popp on May 5th, 2022 | 11:52 CEST
Biotech-Investments also work conservatively: BioNTech, XPhyto, Valneva
Biotech stocks are often seen as all-or-nothing investments - either a bet works out, or the companies disappear into oblivion. But innovative companies in the pharmaceutical and biotech sectors do not always operate in just one area. They are not always spectacular projects that are dependent on approval procedures. We outline the investment opportunities around three well-known biotech stocks.
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Commented by Stefan Feulner on May 5th, 2022 | 10:46 CEST
Rheinmetall, Triumph Gold, K+S - Hype or sustainable?
Already during the Corona pandemic, clear winners and losers could be identified. Vaccine manufacturers multiplied, and companies related to online trading also performed better than the market. In the current Ukraine crisis, however, the signs are changing. Suddenly, defense stocks, which were frowned upon a short time ago, are all the rage. Fertilizer companies, benefiting from the sanctions and the resulting supply shortages, are also gaining favor with investors. But how sustainable are the current increases? Gold mining stocks are also doing very well, but in contrast to Rheinmetall, Hensoldt & Co., they are performing much weaker.
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Commented by Carsten Mainitz on May 4th, 2022 | 13:57 CEST
Phoenix Copper, Glencore, Rheinmetall - High demand is intact
In its latest report, the World Bureau of Metal Statistics (WBMS) provided an interesting insight into the general conditions of the metal markets at the beginning of the year. According to this report, there is still a global demand surplus for copper - just as there is for lead and nickel. In the first two months alone, the deficit already amounted to 83,000t of copper, up from 476,000t in 2021. In contrast, mine production rose by just 2.8% in January and February. However, coal and defense products are also currently in demand globally.
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Commented by Nico Popp on May 4th, 2022 | 13:05 CEST
Attention, special situation! BASF, Barsele Minerals, Amazon
Old Economy? Tech stocks? Or special situations? Investors find different ways to stay invested during difficult market phases. It is not for nothing that the motto "Time in the market beats timing in the market" exists. Nevertheless, it makes sense right now to increase the equity quota only selectively. We will outline which stocks could be considered for this using three companies as examples.
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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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