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Commented by Stefan Feulner on February 3rd, 2022 | 10:19 CET
TeamViewer, Kodiak Copper, XPeng - Opportunities after the setback
It is numbers season again. The Goeppingen-based company TeamViewer achieved its forecasts, which had been revised downwards twice. Whether the remote maintenance business is sustainable after the pandemic has subsided remains to be seen. By contrast, demand for raw materials for the energy transition is almost sure to be sustainable. In particular, the eminently essential copper is likely to be subject to a further increase in demand for years to come.
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Commented by André Will-Laudien on February 2nd, 2022 | 13:48 CET
Nordex, Nevada Copper, JinkoSolar: Earning in the copper decade!
According to a 2020 study by the International Copper Study Group (ICSG), Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. While most mines have copper concentrations between 0.2 and 0.8%, there are even deposits in Central and South Africa that can contain 5 - 6% copper. In Europe, the largest copper deposits are found in Russia and Poland. Expert opinions differ considerably when calculating the copper market for the next few years. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to about 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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Commented by Stefan Feulner on February 2nd, 2022 | 12:45 CET
Bayer, Almonty Industries, HeidelbergCement - Delivered
To start, the good news, the inflation rate fell in January for the first time since December 2020. However, the level of 4.9% remains at a threateningly high level, and economists had expected a sharper fall. The main reasons for the inflation are the continued exorbitant rise in energy prices and rising commodities prices. High inflation is reducing consumers' purchasing power. In addition, rising production costs are squeezing companies' margins.
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Commented by Armin Schulz on February 2nd, 2022 | 11:44 CET
Gazprom, Saturn Oil + Gas, Shell - Profit from rising energy costs
Over the past year, energy costs have skyrocketed and, apart from electricity, there seems to be no end in sight. The traffic light government wants to abolish the EEG levy as early as this summer, thus ensuring that the price of electricity will fall. For oil and gas, things look less favorable. Since the EU has classified gas as climate-friendly, demand will continue to rise. 630 gas suppliers raised their prices by an average of 53% at the beginning of the year. The oil price also continues to climb, although OPEC recently said that it does not want a price of USD 100. However, it is unlikely to be resisted. We look at three oil and gas companies today.
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Commented by Nico Popp on February 2nd, 2022 | 10:21 CET
Meta, Prospect Ridge, eBay: Opportunities beyond quarterly figures
Those who want to invest promisingly have a wide range of opportunities. Future technology offers itself. Ever since Facebook's parent company Meta announced its intention to create a digital ecosystem in which people can operate as if in a kind of parallel universe, there has been a gold-rush atmosphere around the "Metaverse". We take a look at the "Metaverse" from the perspective of other promising industries.
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Commented by André Will-Laudien on February 1st, 2022 | 13:47 CET
Lufthansa, TUI, Diamcor Mining, Aston Martin - Grab strong gains now!
Germany is home to more than 2 million people with assets of more than EUR 1 million - in 2010, this figure was still a good 600,000. The threshold for belonging to the top one per mille is rising steadily. Currently, liquid assets of around EUR 5.5 million are needed to belong to the wealthiest 1 per mille of Germans. Nevertheless, luxury is not only found among the rich because the desire for extravagance is a widespread character trait and less a question of money. We look at companies that rely on liquid clientele.
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Commented by Carsten Mainitz on February 1st, 2022 | 11:11 CET
SAP, Kleos Space, Software AG - Big growth predicted!
Data is an extremely important raw material in today's world and is already referred to as the new gold. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will become increasingly important in the coming years, both in society and the capital markets. The next step is the collection of big data through satellite-based earth observation. In the future, this is expected to be beneficial to humanity in terms of security, pollution, and economics. Innovative companies relying on this technology are in a huge growth market.
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Commented by Nico Popp on February 1st, 2022 | 10:38 CET
BYD, BrainChip, Daimler: The chip strategy decides
As Handelsblatt recently wrote, the automotive industry is still suffering from a chip shortage. As the leading media reports, according to the European Union, around 11.3 million new cars could not roll off the production line due to supply difficulties. Europe now wants to counter this with its own chip strategy. We highlight three stocks and explain who can profit.
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Commented by Armin Schulz on January 31st, 2022 | 13:31 CET
BioNTech, Defence Therapeutics, Mainz Biomed - After Corona, cancer is the next hype
The euphoria surrounding vaccine manufacturers has come to an end. The majority of investors believe that the end of the pandemic is near with Omicron. More and more states are abandoning restrictions and slowly returning to normalcy. If that happens, one of the biggest hypes of the last decade will come to an end. The pharmaceutical and biotech industries have earned very well from it. After the hype is before the hype. The next big story is cancer, and there are more and more cancer cases, so fighting the disease is a lucrative business. A lot is happening in this area, so we are looking at three companies today.
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Commented by Carsten Mainitz on January 31st, 2022 | 12:57 CET
Defense Metals, BYD, Daimler - New development phase reached!
With the amendment of the Climate Protection Act, the German government has tightened climate protection targets and is aiming for greenhouse gas neutrality by 2045. Emissions are to be reduced by 65% compared to 1990 as early as the beginning of the next decade. One key to putting this into practice is the electrification of transport. Around 14% of newly registered vehicles had an all-electric drive in 2021. That means the proportion of e-cars on German roads almost doubled compared with the previous year. As a result, demand for the required raw materials is rising ever more markedly. Surpluses in demand can already be seen.
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