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Commented by Stefan Feulner on November 26th, 2021 | 13:09 CET
Steinhoff, Defense Metals, Deutsche Bank - Good news
So now it has been presented, the new coalition agreement of the traffic light coalition, consisting of the SPD, FDP and the Greens. Besides the connoisseurs of cannabis, which is to be legalized in Germany, the banking and insurance industry should also be satisfied with the drafting. In addition, one focus of the alliance is on transformation in terms of the energy transition. The plan sounds optimistic, but implementation will be all the more difficult.
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Commented by Fabian Lorenz on November 26th, 2021 | 13:04 CET
Plug Power with a bang - what are Nel and First Hydrogen up to?
Hydrogen shares are in demand again. The basis for the industry is the political will for hydrogen to become a central pillar of the energy transition. It applies to numerous industrialized countries, and Germany's new traffic light coalition will also stick to it. But there is also positive news from the companies in operational terms. Following ThyssenKrupp's plans to float its hydrogen division on the stock market, Plug Power has now reported a major order with charisma. That should also give new impetus to hydrogen shares such as First Hydrogen and Nel.
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Commented by Armin Schulz on November 26th, 2021 | 12:37 CET
Barrick Gold, Sierra Grande Minerals, Yamana Gold - False breakout in gold?
On November 5, it seemed gold had finally broken out of its established triangle in the chart. However, since November 19, the bears have retaken the helm for the time being. Investors, who have otherwise relied on gold for inflation and other hedges, are still reacting hesitantly. One reason is the expansion of the money supply, which is displacing people's fear. Nearly all central banks see inflation as temporary. Another reason is the cryptocurrencies, which are also used as capital protection and thus represent competition. If interest rates rise, that would be a bad sign for gold. If inflation remains, global gold demand could increase, with demand from India and China already picking up. The newly formed uptrend in gold is only broken below USD 1,721.1 on a daily basis, so we currently expect gold prices to rise. We, therefore, analyze three gold companies.
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Commented by André Will-Laudien on November 26th, 2021 | 11:28 CET
The copper sensation continues! Nordex, Nevada Copper, JinkoSolar, Daimler
When it comes to calculating the copper market in the next few years, expert opinions differ. According to a study by Wood Mackenzie, primary copper demand will increase by 30% to approximately 25 million tons by 2030. The main argument for further rising prices remains the global copper shortage because demand continuously exceeds supply, and recycling rates cannot cover industrial stockpiling either. The German copper smelter Aurubis is trading at an all-time high and wants to build a multi-metal plant in the USA. Such news is confirmation of an awakening among investors to allow new mining and processing operations to emerge. There are few new mines in sight at the moment, but there is news from Nevada.
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Commented by Nico Popp on November 26th, 2021 | 10:39 CET
Hochtief, TalkPool, Bilfinger: Real estate shares and the new German government
The coalition agreement of the new German government reads ambitiously and met with a positive response from the real estate industry. Above all, the planned reduction in bureaucracy and digitization should be in the interests of all concerned - after all, analog land registers repeatedly cause errors and delays, which are quickly expensive, especially in construction. But the coalition's plans also include greener construction and stricter regulations on insulation and heating. We present three stocks and explain whether they will benefit or not.
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Commented by André Will-Laudien on November 25th, 2021 | 15:19 CET
Varta, Graphano Energy, BYD, NIO: Who supplies the blockbuster battery?
There is no way around a high-performance battery when benchmarking for those who see electromobility at the forefront. In the last 3 years, there have been no real leaps forward in development. Still, at least power compression in lithium-ion technology achieved a doubling of range and, in parallel, also lowered the previously long charging times. As a result, this has made an electric vehicle suitable for long distances for the first time, even though recharging must be expected in winter due to non-engine services such as heating. But technological development continues, new materials are being tested, and one day it will be available - the super battery. We look at some industry players.
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Commented by Stefan Feulner on November 25th, 2021 | 14:31 CET
BASF, Osino Resources, Standard Lithium - Why does nobody believe it?
Since inflation rates have been growing, central banks have placated that price increases would only be temporary and would level off next year due to the recovery after the Corona lockdowns. Therefore, an interest rate hike is far from an issue; only the pumping of unlimited money into the capital market is to be slowed down to a snail's pace. If the high inflation rates prove permanent, only one thing will help - the flight into gold.
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Commented by Stefan Feulner on November 25th, 2021 | 13:42 CET
XPeng, Meta Materials, Aixtron - Welcome to the Metaverse
Sound fundamental analysis is essential to be successful in the stock market in the long term; at least, this was the basic rule before the Reddit hype about GameStop & Co. The news that Facebook wants to reinvent itself under the name "Meta" prompted investors to buy shares in the Company of the same name. The Company is quite promising and has great potential in the long term due to the development of new materials for 5G, photovoltaics and consumer electronics. From our side, "Congratulations, dear Meta shareholders."
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Commented by André Will-Laudien on November 25th, 2021 | 12:58 CET
Nel ASA, Enapter, Plug Power, ThyssenKrupp - Hydrogen now or never!
It sounds crazy, yet we have arrived at the times when billionaires ask social platforms if they can flog a part of their shares to flush some money into the empty state coffers. In an age of powerful wealth shifts in favor of stock owners, this is perhaps legitimate, or nice, as it is sometimes referred to in the press. But appearances are deceptive. Behind a generally formulated question about whether one should sell shares lies the precise calculation of shifting blame if the announced sale causes a significant price loss. What then happens is a self-fulfilling prophecy with one small difference: the intention to sell was previously legitimized, so to speak, by public vote.
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Commented by Fabian Lorenz on November 25th, 2021 | 12:44 CET
BioNTech, Valneva, Cardiol Therapeutics: Vaccination boosters also share boosters?
The Corona pandemic has been with us all for a good 18 months now, and there is no end in sight. While the industrialized countries are boosting their vaccines, large parts of the world's population have still not been vaccinated for the first time. That means that shares of manufacturers of vaccines or drugs against COVID-19 will continue to be the focus of investors. Driven by the booster and mandatory vaccination discussions, BioNTech has left the correction behind, and the share is marching towards EUR 300. Drug developer Cardiol Therapeutics should now pick up again after the successful capital increase. In any event, analysts see price potential. Vaccine developer Valneva benefits from the EU order but has not yet recovered from Tuesday's "flash crash".
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