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Commented by Nico Popp on March 14th, 2022 | 10:17 CET
Mercedes-Benz Group, Phoenix Copper, JinkoSolar: Learning from history
Investors who kept a cool head after the outbreak of the Corona pandemic in March 2020 were able to enjoy high profits in the months that followed. Immediately after the outbreak began, share prices around the world plummeted. The media proclaimed the end of the economy as we know it. While this was partly true, the markets' conclusions were initially wrong. Instead of economic decline, scarcity determined prices - until today. Even now, the markets are painting a gloomy scenario, right up to the apocalypse. It looks as if supply and demand will ultimately determine prices after all. For investors with a sharp focus and clear understanding, this can be an opportunity. We present three shares.
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Commented by Stefan Feulner on March 11th, 2022 | 12:23 CET
K+S, Edison Lithium, BASF - Explosives for the stock markets
Inflation is rising sharply, and there is uncertainty due to the increasing geopolitical tensions with sanctions, which are supposed to hit Russia in particular but are having a one-to-one impact on our wallets. For example, energy prices are rising enormously, with gasoline increasing by more than 50 cents at the pump within a few days. The switch from fossil fuels to renewable energy sources will take time, but it will almost certainly not be cheaper. The price of lithium alone, an elementary metal for electric mobility, has quadrupled since the summer of last year. The primary beneficiaries of the runaway inflation are undoubtedly the producers of the in-demand raw materials.
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Commented by Carsten Mainitz on March 11th, 2022 | 11:35 CET
Saturn Oil + Gas, BYD, Bayer - Winning with strong companies
When oil futures were trading in negative territory even for a short time at the outbreak of the Corona pandemic in the spring of 2020, many experts assumed that the black gold would remain at a low level in the long term. Only JPMorgan spoke at that time of a possible supercycle and prices over USD 100 per barrel. The analysts cited the supply shortage due to the swing towards green energy production as the reason. Due to the Ukraine crisis, supply has once again been drastically reduced, which is likely to fuel oil prices in the long term.
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Commented by Armin Schulz on March 11th, 2022 | 11:19 CET
Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?
The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.
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Commented by Nico Popp on March 11th, 2022 | 10:15 CET
Nordex, MAS Gold, Hensoldt: Shares for the new era
Even if the negotiations between Ukraine and Russia inspire hope, regardless of the interim status, much will change in the coming months and years. The civilian power EU must rethink - in many areas. Gas as a transitional technology can hardly be justified after Putin's war of aggression. Putting national security in the hands of NATO, which is largely supported by the United States, also seems risky - after all, Trump is already preparing his election campaign. In the future, the EU and Germany will have to accelerate climate change and push ahead with rearmament. We present three stocks that could benefit.
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Commented by Juliane Zielonka on March 10th, 2022 | 13:56 CET
Aspermont, Astarta, Deere & Co - Elementary basic supply through innovative technologies
Storms, drought and war - the impacts are getting closer and closer in Europe. A few months ago, the people of Ahrweiler in the Rhineland had to experience this firsthand when the flood disaster surprised them while they slept. What was missing? A timely, native information service. Such a service is particularly valuable in the agricultural industry since the supply of entire countries depends on it. A look Down Under shows the power of such information services, especially for farmers. The government massively supports the listed company Aspermont. Meanwhile, the food supply in North Africa is on the brink - due to the war of aggression in Ukraine. And already, robotics is making its way into the fields to prepare farmers for increased demand....
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Commented by Carsten Mainitz on March 10th, 2022 | 12:09 CET
Nordex, Phoenix Copper, E.ON - Under power
The Ukraine war is making the stock markets nervous. Once again, we realize that normality can end overnight. Massive sanctions have hit Russia. The dependence on our eastern neighbor for energy and raw materials is becoming abundantly clear. The oil and gas prices are soaring, which again strengthens the desire to rely on renewable energies. The growth of electromobility should gain further momentum due to current developments.
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Commented by Juliane Zielonka on March 10th, 2022 | 12:04 CET
Defense Metals, Gazprom, ThyssenKrupp - Winners and losers
A brave Ukrainian woman hunts down a Russian drone - with a well-aimed throw through a jar of pickled tomatoes. For defense, every means is justified. But there is also a more strategic way to invest in companies that supply raw materials for military technology - and without conflict for investors with a sense of justice. The German economy, on the other hand, could be in for a real shock if Gazprom makes good on its threats and shuts down Nord Stream 1 as a result of the sanctions. Germany is one of the biggest buyers of Russian gas. ThyssenKrupp is also benefiting from the current situation. It becomes quite clear what the Group is really gaining from right now.
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Commented by Carsten Mainitz on March 10th, 2022 | 11:28 CET
Adidas, mm2 Asia, Deutsche Post - Easing after the debacle
Russia's invasion of Ukraine caused panic on the stock exchanges, and the leading German index, the DAX, plummeted by around 3,000 points over the past 2 weeks to its all-time low. At the moment, a countermovement is underway. Various papers are already tempting investors to enter the market. Backed by strong annual figures, some stocks may have already seen their lows.
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Commented by Fabian Lorenz on March 10th, 2022 | 10:22 CET
Nordex, K+S, Desert Gold: Commodities out of control
While the broad stock market suffers from Russia's war of aggression in Ukraine, commodities are becoming increasingly expensive. On Tuesday, the price of nickel had doubled, and the London Metal Exchange even suspended trading. Prices are also going through the roof for virtually all other commodities such as oil, gold, gas and wheat. Accordingly, shares from these sectors are currently in demand. Such as the potash producer K+S because large competitors from Russia and Belarus are currently cut off from the world market. Analysts have recently been cautious. Desert Gold is benefiting from the high gold price. In addition, the Canadian explorer has published promising resource estimates. Driven by the political announcements to replace fossil fuels even faster with renewable energies, Nordex was one of the past week's winners. Now, however, the Company has published sobering figures. But hope remains.
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