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Commented by Carsten Mainitz on March 23rd, 2022 | 13:01 CET
wallstreet:online, Deutsche Bank, Commerzbank - These are buy prices!
The signals from the Fed that a faster turnaround in interest rates could be imminent are currently boosting the prices of financial institutions. After the recent price declines and considering the growth prospects, valuation levels are currently very attractive. The risks arising from the Ukraine war are manageable. The brave will grab before May 4, when the Fed meets next.
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Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET
Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?
Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.
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Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET
Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?
Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.
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Commented by Nico Popp on March 23rd, 2022 | 10:47 CET
Stocks that change the world: TeamViewer, Perimeter Medical, Nordex
When new technology meets the right opportunity, things can go up quickly for companies. One example is the German company TeamViewer, which already had an established remote desktop solution that many users had heard of when the pandemic broke out. When we moved to the home office overnight but had to use software from the office, it made sense to install TeamViewer. Innovative solutions are also meeting with great demand in other industries. We analyze what this means for investors.
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Commented by Stefan Feulner on March 22nd, 2022 | 15:08 CET
SAP, Aspermont, Palantir - AI shares facing reassessment
Following a rise in the German benchmark index DAX of more than 2,000 points since the interim low at 12,431, there is indecision as to which direction to take. The situation in Ukraine, where an agreement on a ceasefire is still a long way off, serves as a mirror image. In contrast, we are getting closer to the development that artificial intelligence is becoming increasingly important in many areas of our lives as a result of digitalization. The aspect of AI security, both in terms of protection against external attacks and operational security, is gaining relevance accordingly. Companies currently listed on the stock exchange could be facing a revaluation soon.
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Commented by Juliane Zielonka on March 22nd, 2022 | 14:06 CET
Nevada Copper, Mercedes-Benz, BYD - Price increase for copper expected
The battle for raw material supply chains is intensifying in light of the Ukraine crisis. Copper as a raw material is an indispensable component for electric vehicles. According to Goldman Sachs, due to the geopolitical upheavals, the price of copper may rise rapidly in the coming months. To ensure smooth supply chains, the Company is revisiting Cold War strategies and focusing on local resources. Nevada Copper, a copper supplier in the US, can support Mercedes-Benz's new battery plant. In China, Tesla competitor BYD Electronics is also working with the Stuttgart-based automotive giant to test the luxury segment.
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Commented by Fabian Lorenz on March 22nd, 2022 | 12:31 CET
Analysts enthusiastic about S&T, Rheinmetall and Phoenix Copper - TUI share under review
The shares of S&T and Rheinmetall were among the day's winners yesterday. Austrian IT services provider S&T gave a positive outlook for the current year and fended off Viceroy's short attack. The loss of sales in its Russian business is expected to be partially offset by orders in the armaments and cybersecurity sectors. The guidance from January was raised slightly, and the dividend is also expected to increase. Analysts were pleased and the stock gained more than 10%. Rheinmetall shares benefit from positive analyst recommendations, with the price targets increasing up to EUR 210. In contrast, Jefferies is not convinced by the share of TUI. Phoenix Copper is benefiting from the commodity market. The experts at SISM Research see more than 100% upside potential for the commodity explorer.
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Commented by Nico Popp on March 22nd, 2022 | 11:22 CET
In the right place at the right time: BioNTech, Defence Therapeutics, Bayer
For years, the pandemic has kept the world on tenterhooks. Currently, the epidemic is taking a break, at least in the media. But while the world is looking tautly at Ukraine and more and more refugees are arriving in Germany, the Omicron figures are rising once more. In some cases, the incidence in Germany is over 3,000. Although fewer and fewer people are dying, more people than ever are in quarantine. We look at BioNTech, a typical pandemic stock, and present other exciting investments from the healthcare sector.
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Commented by André Will-Laudien on March 22nd, 2022 | 10:08 CET
NEL, dynaCERT, Plug Power, Ballard Power - Oil & Gas infinitely expensive, where are the hydrogen stocks?
What a dramatic move for oil and gas! It was a movement with an announcement. Fossil fuels are being traded as if any sources were about to dry up. Due to the armed conflicts in Ukraine, analysts see the danger of a severe supply shortage of oil and gas if the Western countries impose an embargo on Russian oil and gas supplies. Europe, in particular, is likely to suffer because of its heavy dependence on the East. In order to secure the supply, one hopes for an OPEC production adjustment, which is probably not yet political consensus. For the past 3 weeks, concepts for alternative energy generation have again been in the spotlight. The acceleration of hydrogen technology remains a topic of desire for all politicians. What is the current status?
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Commented by André Will-Laudien on March 21st, 2022 | 13:10 CET
Attention - MorphoSys, Valneva, CureVac, MAS Gold: These shares smell of a turnaround!
The biotech sector, especially around vaccine manufacturers, has recently fallen somewhat out of fashion - Germany's most extensive Corona measures have likely already taken place. The general willingness to vaccinate can hardly be increased, and the vaccination obligation was dropped without a trace after lawyers formed a massive wave of lawsuits. But now that the Omicron infection figures are exploding to unimagined heights, we can expect a hot autumn again after a summer with a breather. "Corona has come to stay!" said Karl Lauterbach when he was not yet health minister. We take a look at some shares that have recently rebounded strongly.
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