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Commented by André Will-Laudien on February 10th, 2022 | 10:32 CET
The 100% interest winners: Allianz, Commerzbank, Deutsche Bank, MAS Gold - The precious metals are coming!
For a long time, the Bund Future had been able to hold well above 170. The 10-year Bund contract even reached prices above 178 points at its peak. Since mid-December 2021, however, the tide has turned. The German 10-year yield literally exploded from -0.30 to +0.27%. Some observers will say, "Nothing much has happened!" Wrong - the time of negative yields is history. Long-term mortgage rates also rose by a full 70 basis points during the same period. This marks the end of the phase of ultra-low interest rates, and it also puts real estate financing in an entirely new light. And the accompanying high inflation has many investors looking to precious metals - they are seen as a hedge against inflation. Which stocks are winning in this environment?
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Commented by Carsten Mainitz on February 9th, 2022 | 14:12 CET
Nel ASA, First Hydrogen, Nordex - Hydrogen with tailwind, storm at Nordex!
Germany's path to climate neutrality is mapped out in the Climate Protection Act. With a tightening, the goal of greenhouse gas neutrality by 2045 is currently being targeted. This goal is to be achieved with the help of renewable energies such as wind power and photovoltaics. The transport sector poses a particular challenge. Here, CO2 emissions have risen over the past two decades despite the development of more efficient vehicles. While batteries are likely to prevail in passenger cars, hydrogen and fuel cell technology is considered the favorite in transportation due to higher ranges and shorter refueling times.
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Commented by Armin Schulz on February 9th, 2022 | 13:42 CET
Infineon, BrainChip, AMD - Chip industry holds enormous potential
The chip industry is not even close to keeping up with production, which will remain the case in 2022. Overall, the industry's revenues increased by about 25%, partly due to manufacturers' price increases. To meet demand, companies are investing in their production facilities. Micron plans to invest USD 150 billion, Intel USD 20 billion. Due to the new developments in electric vehicles, artificial intelligence, cloud computing and the continuously growing data centers, demand will also likely increase further in the coming years. We, therefore, take a look at three chipmakers.
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Commented by André Will-Laudien on February 9th, 2022 | 12:22 CET
MorphoSys, Defence Therapeutics, Valneva, CureVac - Find the bio blockbuster!
The biotech sector is a highly dynamic growth market within the equity universe. It is characterized by investment volumes of unprecedented size, which is also the reason for the high innovation rate characteristic of the sector. Price reactions to positive or negative surprises can be very volatile, and these tendencies are often exacerbated by the intervention of stop orders or the occurrence of derivative slippage. Vaccine manufacturers were down over 50% across the board, as the pandemic is being traded as a phase-out. The vaccination rate does not appear to be increasing significantly. Where are the opportunities for investors at the moment?
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Commented by Stefan Feulner on February 9th, 2022 | 12:20 CET
BioNTech, Barsele Minerals, Pfizer - Markets facing a turnaround
The vaccination pace in Germany continues to decline. According to experts, the Omicron variant could be the end of the pandemic and the change to an endemic. Is this why we have already seen the highs in vaccine manufacturers? With the FED's plan to raise interest rates in several steps, technology stocks corrected sharply, while new life was breathed into shares from the financial services sector. Companies in the gold sector should also be in strong demand over the long term because one thing is certain, even if the pandemic goes away, government debt will remain.
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Commented by Nico Popp on February 9th, 2022 | 10:31 CET
Varta, Defense Metals, BYD: What does Tesla need more urgently?
The future of mobility is electric. But which companies will ultimately come out on top? Currently, battery manufacturers and suppliers of preliminary products are developing innovative solutions. At the same time, supposed market experts preach that China is dominant in electromobility anyway. So how should we invest? We take a closer look at three stocks for you.
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Commented by André Will-Laudien on February 8th, 2022 | 13:59 CET
Meta Platforms, PayPal, Triumph Gold - The turnaround is coming in really hard!
Never before in stock market history have there been several billion-dollar corrections in technology companies in succession without the NASDAQ collapsing significantly. After the halving of Netflix, it now catches two other showpieces of the NDX, namely Meta Platforms (ex-Facebook) and PayPal. Last week, after the announcement of their figures, they experienced a severe sell-off of almost 30% each. In total, assets of over USD 300 billion were incinerated. A former bank executive would probably no longer call that peanuts, especially since the Lehman crisis in 2008 triggered a veritable conflagration because of skewed loans worth more than USD 400 billion. But today, everything is different. After this sell-off, who can soon rise again?
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Commented by Carsten Mainitz on February 8th, 2022 | 13:53 CET
Peloton, Aspermont, Netflix - Sustainable digital models
The digital transformation of society and the economy started before Corona but was significantly accelerated by the pandemic. Whether across industries in business, sports or schools, digital business models are the future. If companies resist, they will likely soon be a thing of the past. On the other hand, there are winners emerging from the transformation stronger than before.
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Commented by Nico Popp on February 8th, 2022 | 12:43 CET
Deutsche Telekom, Memiontec, BASF: Substance for discerning investors
Investment depends on a healthy mix of growth and substance. Particularly in times of rising inflation and increasing distortions in the economy, more investors are once again opting for conservative investments. The advantages: Quite often, regular dividends and robust figures. Above all, the economic moat much cited by value investors can pay off in these times. We present three shares and discuss their advantages and disadvantages.
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Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET
Varta, Nel ASA, Almonty Industries: Get in now?
The electric car is currently outpacing the combustion engine: around 350,000 pure e-cars were registered in Germany alone in 2021. According to the Center of Automotive Management (CAM), this means that the market share has almost doubled to 13% in one year. Germany is now the third-largest single market for pure electric vehicles after China and the United States. However, according to CAM, China is ahead with around 2.7 million electric vehicles. Nevertheless, due to global subsidies, the trend toward electromobility will continue, creating opportunities for investors. The winners in electromobility include battery and raw material producers such as Varta and Almonty Industries. Demand for hydrogen - and therefore Nel - will also increase. All three stocks have lost significant ground. But there are positive developments. Is it worth getting in now?
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