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Commented by Stefan Feulner on March 25th, 2022 | 11:06 CET
SGL Carbon, Almonty Industries, HeidelbergCement - Prices are going through the roof
Supply chain disruptions and shortages of certain raw materials were already occurring well before Russia's invasion of Ukraine. Last year, for example, the shortage of semiconductors in the automotive industry already led to short-time working and production plant closures. Current geopolitical tensions are exacerbating inflationary developments. For the first time, the central banks are attempting to counteract this. However, a further escalation of the price spiral is anything but unlikely. The profiteers here are the commodity producers.
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Commented by Nico Popp on March 25th, 2022 | 10:03 CET
Now is the hour for endemic stocks: Weng Fine Art, MM2 Asia, Netflix
Especially in difficult times, entertainment is essential. In the 1980s, when two powers armed to the teeth faced off that could have wiped out the world several times over, the entertainment industry boomed. Music and films were celebrated worldwide and scored with a lightness of touch typical of the 1980s. At the same time, the art markets took off - wealthy Japanese and Americans in particular discovered modern art and drove up prices. Despite all the current problems, or precisely because of them: stimulating entertainment could also be high in demand in the 2020s. Why? We explain and introduce three exciting companies.
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Commented by Juliane Zielonka on March 24th, 2022 | 13:12 CET
Power Nickel, BYD, Alibaba - Prices continue to rise
The electric mobility market is picking up steam, with the world's third-largest EV maker BYD entering into a joint venture with Nvidia to push autonomous driving cars. In California, the Company is recording the deployment of zero-emission buses - all battery-powered. The energy transition is dramatically increasing the demand for nickel. Power Nickel is exploring for nickel outside China in particular. The highlight: the nickel there is ideally suited for electric car batteries. And then every Alibaba (BABA) investor can consider themselves lucky: the Company sees its share price jump.
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Commented by Stefan Feulner on March 24th, 2022 | 13:07 CET
BioNTech, Cardiol Therapeutics, Moderna - New target groups to boost business
Infection figures remain at record levels. Health authorities reported 283,732 new infections to the Robert Koch Institute, 21,139 cases more than a week ago. In contrast, the pace of vaccination is limping, with the vaccination status of the overall population changing only marginally and remaining at 75.8% basic immunization. Chancellor Scholz is now calling for compulsory vaccination to counter the threat of another wave of Corona in the fall. This message is likely to be grist to the mill for the vaccine manufacturers, whose ratings, similar to the vaccination rates, have dropped sharply in recent weeks.
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Commented by Nico Popp on March 24th, 2022 | 11:02 CET
Is this the end for e-car stocks like Tesla? Rock Tech Lithium, Edison Lithium, Volkswagen
More and more e-cars are on our roads, but Handelsblatt sees the e-car boom in danger. What's going on? The leading German medium for business and markets is concerned about the rising prices for battery metals and points, among other things, to the price of nickel, which almost doubled within a few days in March alone. Is there now a threat of a damper on the e-car hype? Or are developments in the sector separating the wheat from the chaff? We take a look at three stocks and explain what they are all about.
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Commented by Fabian Lorenz on March 24th, 2022 | 10:58 CET
Nel and Bayer shares in demand - when will Barsele Minerals explode?
The stock and commodity markets remain volatile. Prices are driven by the war in Ukraine and the Corona pandemic. In recent days, commodities have been on the rise again. Brent oil is trading at around USD 120 per barrel, and gold is again setting its sights on the USD 2,000 mark. But even in this difficult-to-navigate environment, equities can make gains. Bayer shares, for example, have developed positively in recent weeks. And analysts see up to 50% upside potential for the DAX company. The invasion of Russia has also accelerated the move toward renewable energies. Hydrogen plays a central role in this. Nel has been able to profit from the fantasy in recent weeks and has now also announced a new order. Gold explorer Barsele Minerals has catch-up potential. According to a study, the share already had a lot of potential at a gold price of USD 1,350.
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Commented by Stefan Feulner on March 23rd, 2022 | 14:01 CET
Rheinmetall, Altech Advanced Materials, K+S - Seizing the momentum
Since the outbreak of the Ukraine conflict about three weeks ago and the announcement of sanctions against Russian goods and companies, the winners and losers on the stock market have clearly emerged. While defense companies were not an investment object for fund managers or private investors from an ethical point of view in the recent past, there is now a strong investment in companies such as Rheinmetall, Hensoldt & Co. At the same time, no defense contracts have yet been awarded by the German government, nor is it clear whether the necessary raw materials will be available. Therefore, it would come as little surprise if the currently inflated valuations were to implode soon.
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Commented by Carsten Mainitz on March 23rd, 2022 | 13:01 CET
wallstreet:online, Deutsche Bank, Commerzbank - These are buy prices!
The signals from the Fed that a faster turnaround in interest rates could be imminent are currently boosting the prices of financial institutions. After the recent price declines and considering the growth prospects, valuation levels are currently very attractive. The risks arising from the Ukraine war are manageable. The brave will grab before May 4, when the Fed meets next.
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Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET
Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?
Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.
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Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET
Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?
Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.
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