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Commented by André Will-Laudien on May 26th, 2021 | 11:12 CEST
Chips sold out: Nvidia, Infineon, AMD, Defense Metals - E-mobility empties the shelves!
The high-tech industry is currently not coming to rest. The great excitement in the industry is enormous, resulting in delivery bottlenecks for important control and sensor chips, especially for the automotive industry. In addition to delayed deliveries, there are also general resource bottlenecks in the raw materials sector. Often, 50% higher immediate delivery prices for individual components have to be included in the calculation. The chip shortage is a side effect of the Corona Crisis. Due to home offices and misjudgments of the limited manufacturing capacities, supply bottlenecks for semiconductors and components have been occurring since 2020. We take a look at an industry that has had a hard time since the trade war between the USA and China.
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Commented by Carsten Mainitz on May 26th, 2021 | 10:45 CEST
Almonty Industries, ThyssenKrupp, Klöckner & Co.- Indispensable raw materials!
According to the EU, tungsten is one of the most critical raw materials globally in terms of economic importance and procurement risk. The chemical element has the highest melting and boiling point and is therefore used in many critical industrial sectors. The main application of tungsten is in the form of tungsten steel - a high-alloy steel. Given the resource scarcity, it is reason enough for us to take a closer look at the interface between the steel industry and tungsten production with three promising stocks. Where is the yield driver?
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Commented by Nico Popp on May 26th, 2021 | 09:36 CEST
White Metal Resources, BASF, K+S: How to react to 4% inflation
As reported by Handelsblatt, the German Bundesbank expects an inflation rate of up to 4% by year-end. Within the eurozone, for which the central bank ECB is responsible, it could be well over 2%. This mixed situation is particularly tricky for Germans. While inflation in Germany is already very high, the lower price momentum within the eurozone could ensure that the ECB leaves its money floodgates open for even longer. In the long term, this could encourage inflation to overshoot. How can investors react to this? We present three stocks.
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Commented by Nico Popp on May 26th, 2021 | 08:15 CEST
BioNTech, PsyBio, Bayer: The opportunities of tomorrow
Even after the pandemic, there will be no "business as usual" in the healthcare system, as shown by a survey conducted a few months ago by the Barmer Institute for Health Research. The scientists surveyed called for far-reaching reforms. In addition to billing and uniform rules, digitization could also be a key to meaningful reforms. Innovative drugs also play a role when it comes to treating Covid-19 and concomitant diseases.
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Commented by Carsten Mainitz on May 25th, 2021 | 11:35 CEST
Bayer, Saturn Oil + Gas, Deutsche Lufthansa - All the ingredients for a price fireworks display!
Information moves prices. Sometimes up, sometimes down, and sometimes information seems to "bounce off" - ignored or misinterpreted by market participants. It is easier said than done to correctly classify the information in relation to the long-term perspective of a company. Thus, as seen last week with Bayer and Deutsche Lufthansa, a short-term price dampener is a good opportunity to enter the market. But also, information that is complex in detail and must first be "understood", offers the chance to make a real bargain. Canadian oil and gas producer Saturn is a case in point. The Company is moving into new dimensions with an acquisition, and according to the latest analyst report, the stock has the potential to triple in value. Where will you buy?
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Commented by André Will-Laudien on May 25th, 2021 | 11:11 CEST
Attention Crypto Investors! Coinbase, SAP, Glencore, Barsele Minerals - Where are the opportunities?
Those who want to make returns today often attach themselves to well-known names such as Elon Musk, Warren Buffett or even Cathie Wood. The latter is a former portfolio manager at Alliance Bernstein. She has become known in recent years for being a trump card of technology investors. Her ARK funds raised a whopping USD 34.5 billion in 2020. One of its flagship funds is the ARK Innovation ETF, which has its largest positions invested in NASDAQ darlings. For the past month, this fund has had a problem, as 14% declines have rarely been seen on a monthly basis. Tesla, Coinbase, and Zoom are the largest positions and they are dropping big time right now.
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Commented by Stefan Feulner on May 25th, 2021 | 10:50 CEST
ThyssenKrupp, SunMirror, Siemens Energy - Putting the energy transition in jeopardy
The pandemic issue is slowly fading into the background on the news pages. The energy transition is currently on everyone's lips again. Of course, the election campaign is beginning. The German Green Party positions itself and is calling for a complete switch to alternative energies. On its homepage, you can read the sentence: "We have a plan for the energy world of the future!" However, whether this plan has been thought through to the last point can be more than doubted. Phasing out climate-damaging coal and switching to completely alternative energies requires raw materials whose import is in no way guaranteed for the next few years due to scarcity.
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Commented by Stefan Feulner on May 25th, 2021 | 09:52 CEST
Daimler, QMines, Freeport McMoRan, Glencore, BMW - The Gold of Energy Transition
It is not without reason that copper is currently at a 10-year high. On the one hand, the recovering economies in China and the USA have enormously boosted demand for the metal. On the other hand, copper is one of the most important metals in the energy transition. Demand for solar modules, wind turbines and electric cars already exceeded supply last year. Yet, the new technologies are only at the beginning of a new cycle. The copper shortage is expected to increase dramatically in the next ten years. Profit from the new gold.
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Commented by Nico Popp on May 25th, 2021 | 08:44 CEST
Barrick Gold, Newmont, GSP Resource: With this stock from the start
Gold is trading around USD 1,900 again. At the same time, inflation data is picking up and Bitcoin is proving extremely volatile. These are good conditions for companies in the gold and commodities sectors. Although the shares of the best-known representatives are already slowly picking up, there are still numerous laggards. Commodity stocks have a lot to offer, from conservative to speculative - we outline this below using three stocks as examples.
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Commented by Armin Schulz on May 25th, 2021 | 08:16 CEST
Deutsche Bank, Mineworx Technologies, Deutsche Telekom - ESG stocks have enormous potential
ESG stands for Environmental, Social and Governance. The Environmental area covers environmental pollution or hazards, such as CO2 emissions and energy efficiency issues. In the Social space, health care, occupational safety and social commitment are assessed. Under leadership, one looks at sustainability, corporate values and their control processes. The trend towards ESG shares has increased significantly in recent years. Especially for the younger generation, sustainability is fundamental. We take a look at three companies that are addressing sustainability.
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