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Commented by Nico Popp on April 20th, 2022 | 10:29 CEST
The million-dollar opportunity: Valneva, Edgemont Gold, BASF
No one can see into the future. But investors can estimate which topics will move share prices in the near future. There is not always a connection between what is important and what is played out in the media. Issues such as climate change are timeless but disappear from the front pages from time to time. It is currently a similar situation with the pandemic. We dare to take a look into the future and ask what could move prices this summer.
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Commented by Nico Popp on April 19th, 2022 | 14:10 CEST
Hotter than crypto: K+S, Nevada Copper, Shell
While moderate inflation is considered an acceptable accompaniment to a recovery, inflation rates beyond the 7 or even 8% mark are poison for the economy. The first industry associations from the construction sector expect residential construction to slump significantly in 2023. Examples include the Bavarian Housing Industry Association (VdW). According to this, around 86% of housing cooperatives and socially-oriented developers rate the prospects for new construction as "poor" or "very poor". The reasons lie in rapidly rising prices for building materials, which make costing difficult. Accordingly, some craft businesses will no longer accept orders for far in the future to avoid taking risks. China's zero-COVID strategy is also repeatedly causing problems. We present three companies that will be able to deliver in 2023.
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Commented by Carsten Mainitz on April 19th, 2022 | 14:06 CEST
Nel, dynaCERT, Daimler Truck - Climate Targets: Hydrogen is the key technology!
As early as the summer of 2020, the German government set an important point with the adoption of the "National Hydrogen Strategy", which has suddenly gained importance in view of the Ukraine war. Politicians and experts are convinced that hydrogen, as a versatile energy carrier, will play a key role in achieving the energy and climate targets. It is now essential that the defined, coherent, but often still too theoretical framework for action is quickly filled with life. With the right stocks, investors can benefit from these developments.
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Commented by André Will-Laudien on April 19th, 2022 | 13:24 CEST
Turn of the times: Varta, Altech Advanced Materials, BYD, NIO - Batteries over oil and gas!
The Ukraine crisis reveals a dangerous dependency. Central Europe is on Russia's energy drip. It is not easy to threaten Russia with sanctions when the oil and gas giant is also the leading supplier. For the primary supply of our population, any change in German-Russian relations is dramatic as long as we do not manage to build up alternatives. Of course, this cannot be done in just a few months but involves an investment cycle of the next 5 to 10 years. It will therefore be critical for the coming winter. The automotive industry has long recognized what threatens heating and district heating today. Move away from fossil fuels - towards batteries! Only who can build them?
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Commented by Armin Schulz on April 19th, 2022 | 12:46 CEST
BioNTech, Almonty Industries, Steinhoff - Which share will be the first to have its lid fly off?
Some stocks repeatedly experience longer sideways phases on the stock market, even though their operating performance is good. Here it is worthwhile for an investor to take a closer look in order to anticipate the right time for an entry. One can fall back on the chart technique, watch the newsflow, and analyze the fundamental data more closely. If you are convinced of a company, you can build up a position, especially in sideways markets. Today, we look at three companies where the current lid could fly off in the future.
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Commented by Stefan Feulner on April 19th, 2022 | 12:10 CEST
Bayer, Defence Therapeutics, Formycon - Biotech stocks facing transformation
The pharmaceutical industry proved to be a key industry in the Corona pandemic, developing tests, vaccines and drugs at record speed and making them available in large quantities. In the process, biotechnology emerged as the innovative engine. The development of new compounds is particularly important for the pharmaceutical industry, as patent protection for many blockbuster drugs will expire in the future or has already expired. For this reason, the pharmaceutical industry is now entering biotechs much more frequently in the early development phases of a new drug. As a result, early-stage development companies already offer opportunities for multiplication.
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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST
Volkswagen, Phoenix Copper, Nordex - Act quickly
The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.
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Commented by André Will-Laudien on April 19th, 2022 | 10:49 CEST
Watch out: BioNTech, NervGen, Valneva, CureVac: The next waves of biotech stocks are rolling!
The start of spring - and where to now? The mild flu outbreaks due to the Omicron variant and associated massive relaxations of Corona measures in many countries are weighing on the prospects of vaccine manufacturers in the short term. After all, there are no clinical bottlenecks, and the vaccination rate does not want to increase despite massive public campaigns. Mandatory vaccination is also off the table, and for the biotech industry and vaccine producers, this results in a need to keep researching other topics! Many diseases are more dangerous for us humans than Corona. We look at important protagonists.
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Commented by André Will-Laudien on April 15th, 2022 | 12:14 CEST
Barrick Gold, Barsele Minerals, BASF - Investing in scarcity: 3 B-shares with potential
The risks on the capital markets are increasing, as can be seen in the volatility indices. They were around 18 before the invasion of Ukraine and rose to over 35 by mid-March. The volatility index measures the range of fluctuation expected by the futures markets in the coming months. If we follow this indication, we could still be in for a tough summer. Possibly significantly lower again but, with the desired political easing, also a little upward similarly. However, investors need to be aware of the exploding inflation, the tight commodity markets and the supply chain problem. These are ongoing issues that will not pass anytime soon. The following values could provide some stability.
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Commented by Stefan Feulner on April 15th, 2022 | 12:11 CEST
Deutsche Bank, wallstreet:online, Commerzbank - Financial stocks about to jump
Rising and longer-lasting inflation is worrying market participants. The central banks, which held on to their ultra-loose monetary policy for too long in favor of possible economic growth, must act now. While the ECB is still in a deep sleep, the US Federal Reserve started with the first interest rate hikes, and more will follow. The beneficiaries of the interest rate turnaround are financial institutions, which also performed after the announcements. However, the war in Ukraine knocked them back. A possible second chance to invest in attractive financial service providers.
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