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Commented by Armin Schulz on March 9th, 2022 | 13:14 CET
BP, Saturn Oil + Gas, Shell - Oil as the winner of the crisis
There are increasing signs that the EU wants to free itself from Russian oil and gas supplies as quickly as possible. Bloomberg writes that they want to cut back supplies by 80% within a year. Other sources report over 66%. If Russia is subject to an oil and gas embargo, there is a risk that commodity prices in these areas will continue to rise significantly. Even the US is currently considering an import ban on Russian oil. Since then, there has been no stopping the oil price. The primary beneficiaries are the oil and gas producers, three of which we are taking a closer look at today.
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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET
Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!
The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?
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Commented by Carsten Mainitz on March 9th, 2022 | 12:14 CET
Kleos Space, Palantir, Deutsche Bank - Data like gold
The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.
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Commented by Stefan Feulner on March 9th, 2022 | 11:11 CET
McDonald's, Barsele Minerals, ING Group - Golden instead of Chicken McNugget
The crisis currency gold has already marked new all-time highs in the euro currency. In the case of the dollar, the precious metal moved above the psychologically important USD 2,000 mark, at least briefly. From a technical perspective, the next target is the high at USD 2,074.40. Various companies currently have entirely different concerns with regard to their high exposure to Russia. In contrast to other competitors, fast-food giant McDonald's is being hit extremely hard.
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Commented by Nico Popp on March 9th, 2022 | 10:06 CET
Is this how Kostolany would invest? BASF, Globex Mining, Gazprom
War only knows losers. On the stock exchange, however, things look a little different. The stock market reflects tomorrow's changes today and ensures the allocation of capital. When money flows from one sector to another, opportunities also arise for investors. Those who bet on the right horse at the right time, win. Those who make the mistake of betting on the high flyers of the past may experience a financial Waterloo.
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Commented by Juliane Zielonka on March 8th, 2022 | 13:30 CET
First Hydrogen, Tesla, Toyota - Hydrogen leads the way in logistics
For today's International Women's Day, we look at the discoverers of hydrogen sources. There are virtually no climate-damaging emissions where hydrogen is already being used as a form of propulsion today. First Hydrogen is a company that has chosen hydrogen-powered logistics vans as its niche to bring providers like Amazon and UPS up to speed. Things are finally getting mobile at the Gigafactory just outside Berlin, as Elon Musk gets the green light for the start-up. Meanwhile, Toyota's assembly line is at a standstill due to a cyberattack. The Japanese carmaker is also struggling with an emissions scandal involving a subsidiary.
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Commented by Fabian Lorenz on March 8th, 2022 | 12:07 CET
Nel, Hensoldt, Perimeter Medical: Hype share or sustainably attractive?
Since Russia's attack on Ukraine, the world has turned upside down. Also, the stock market. The volatility is extreme, as is the uncertainty of many investors. It is worth taking a look at companies in sectors with good long-term prospects. More than ever, these include renewable energies and, as of almost two weeks ago, "unfortunately" also the defense industry. Hydrogen is a key technology, and Nel ASA is a specialist in this field. However, insider sales are causing uncertainty. The same happened at Hensoldt after a major shareholder cashed in - but only for a short time. Medical technology is on the sidelines these days, although companies like Perimeter are working on life-saving technologies.
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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Commented by Armin Schulz on March 7th, 2022 | 13:05 CET
Valneva, Defence Therapeutics, MorphoSys - Blockbuster potential
Every pharmaceutical or biotech company wants a blockbuster. This term refers to a drug that generates annual sales of at least USD 1 billion. The best-known blockbuster drug currently is the Corona vaccine from BioNTech. In 2020, the rheumatism drug Humira was in the top spot with sales of over USD 20 billion. The Mainz-based vaccine manufacturer is likely to have significantly surpassed this mark in 2021. If a company hits the big time, it can reap the rewards for 20 years before the patent expires. Today, we take a look at three companies that have potential blockbusters.
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Commented by André Will-Laudien on March 7th, 2022 | 12:48 CET
Attention: Nordex, Siemens Energy, Memiontec, Siemens - Out of the crisis with GreenTech!
Renewable energies promise lower and more stable energy prices in the medium term and greater independence from oil and gas from abroad. Accordingly, the current developments could lead to a further intensification of efforts for the energy turnaround in Europe. The armed conflicts between important raw material suppliers expose the risks of historical dependencies. For an energy importer like Germany, ongoing sanctions can pose a serious supply threat. Currently, the government may even be called upon to reduce levy-induced additional costs on fuels and postpone the phase-out of nuclear energy. In this mixed situation, GreenTech manufacturers will experience a real boost. We show which values are interesting.
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