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Commented by Armin Schulz on April 9th, 2022 | 07:30 CEST
Barrick Gold, Ximen Mining, First Majestic Silver - Do precious metal stocks belong in the portfolio now?
Crises like the current Ukraine war or the steadily rising inflation are good for precious metals like gold and silver. According to the German Association for Precious Metals, demand for physical precious metals increased by at least 25% in the first three months of this year. Demand had already climbed by 31% last year. But not everyone can store precious metals safely. The alternative is to invest in precious metals companies listed on the stock exchange. We take a closer look at three candidates today.
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Commented by Stefan Feulner on April 9th, 2022 | 07:27 CEST
BioNTech, Triumph Gold, Rheinmetall - Uncertainties everywhere
The ongoing fighting in Ukraine and concerns about an escalation of the situation are worrying capital markets worldwide. Nevertheless, the leading stock market barometers were able to distance themselves significantly from their lows. Now, the next blow has followed with the publication of the FED's meeting minutes. The US Federal Reserve wants to accelerate the reduction of its balance sheet total and let bonds worth up to USD 95 billion expire without buying again. In doing so, the monetary authorities are hitting technology stocks in particular, which have already been in a sharp correction since the beginning of the year. Gold, on the other hand, is barely reacting despite the expected interest rate hikes, a strong sign for the precious metal.
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Commented by Nico Popp on April 9th, 2022 | 07:22 CEST
The next e-car revolution: Volkswagen, Altech Advanced Materials, BYD
Higher, faster, further - and cheaper too? Manufacturers and suppliers of electric cars are breaking new ground these days with new battery compositions and innovative technology. At the same time, the aim is to make electromobility as sustainable as possible. That means traceable and transparent supply chains and the avoidance of metals from dubious sources. We get to the bottom of three interesting representatives from the electromobility field and tap into investors' opportunities.
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Commented by André Will-Laudien on April 7th, 2022 | 14:38 CEST
Deutsche Bank, Commerzbank, wallstreet:online, TeamViewer: Exploding interest rates - look at brokers and financial stocks now!
The ten-year mortgage interest rate perfectly replicates current inflation. Unfortunately, it must be said, home builders must have missed out if they were unable to secure the historic low interest rate from 2021. Throughout last year, the conditions fluctuated between 0.60 and 0.95%. Currently, there is even a 2 before the decimal point. With a credit sum of EUR 500,000 per year, interest is easily EUR 5,000 on top, calculated on the entire running time, the real estate investment increases in price by more than EUR 50,000. And that at prices, which had doubled alone in the last 7 years in the metropolises. Those who now have money on the high side consume it or try their luck on the stock market. Banks and brokers are now back in vogue!
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Commented by Stefan Feulner on April 7th, 2022 | 14:35 CEST
Newmont, MAS Gold, Barrick Gold - This will be the hard currency
Precious metals lived up to their name as a crisis currency when the Russian army invaded Ukraine at the end of February. Gold rose by almost 10% in the first rush and marked a new high at USD 2,070.18 per ounce. Only USD 4 was missing to climb to a new all-time high in the current world reserve currency, the US dollar. Since then, the yellow metal has been correcting, but new highs should only be a matter of time in the long term. The importance of gold can currently be seen due to geopolitical tensions. The chairman of the Russian Energy Commission, Pavel Zavalny, proposed to pay for Russian oil and gas in "hard currency", i.e. in gold.
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Commented by Juliane Zielonka on April 7th, 2022 | 14:30 CEST
Phoenix Copper, Nordex, Tesla - Gold rush mood at the beginning of the supply chain
If the EU turns off the gas tap from Russia, alternatives are needed quickly to keep Germany running as a business location. With its wind turbines, Nordex SE is facing cybersecurity challenges, and Tesla shareholders are looking anxiously at the antics of their CEO, who is putting on yet another corporate hat. Producers are reeling from supply chain disruptions and other unreliabilities these days. So it is good to know there are reliable companies at the top of the supply chain: Phoenix Copper, with its raw material deposits of copper, gold and zinc, is not only an explorer on the hunt for the best mineral resources but also a collector.
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Commented by Nico Popp on April 7th, 2022 | 14:25 CEST
The alternative to concrete gold: Vonovia, Hong Lai Huat, HeidelbergCement
Concrete gold and tangible assets - these two terms have probably been used the most in the past ten years or more. The run on real estate began as early as after the great financial crisis. In retrospect, it is almost amusing that the first warnings of a bursting real estate bubble were sounded as early as the mid-10s. But the trend continued, on and on. Most recently, residential real estate prices have risen by around 12% in a single quarter. Once again, warnings of an end to the upswing are being voiced, such as by Deutsche Bank. But how strongly can real estate correct? Or will the real estate boom continue? Today, we present three shares as an alternative to apartments and highlight the particular advantages of real estate shares.
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Commented by Fabian Lorenz on April 7th, 2022 | 14:20 CEST
Varta, BYD, Nevada Copper: Shares under power
With the "Easter Package", Economics and Climate Protection Minister Robert Habeck wants to accelerate the expansion of renewable energies once again. The central goal is to double the share of electricity from renewable sources to 80% by 2030. In order to achieve this, approval procedures for new projects are to be shortened, among other things. In addition, new areas are to be made available for wind and photovoltaics, and remuneration is to be increased. Electromobility should also benefit because the environment is only really protected if the electricity comes from renewable sources. Companies across the entire value chain should benefit. The Chinese car manufacturer BYD is currently shining with several positive reports. Raw materials producer Nevada Copper also impressed with its quarterly update and is on the verge of a revaluation. At battery pioneer Varta, analysts are having their say after the figures.
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Commented by André Will-Laudien on April 6th, 2022 | 10:46 CEST
Siemens Healthineers, Perimeter Medical, Siemens, SAP - After BioNTech, now the push for MedTech shares!
The most significant positive share price developments in the last 12 months occurred in the biotech sector, especially among vaccine manufacturers such as BioNTech and Moderna. The stock market overlooked that pandemics, and the fight against them, offer short-term profit opportunities. The great battle against widespread diseases such as cardiovascular disease, cancer or other previously incurable indications progresses steadily. Their diagnosis and treatment require many types of technology, devices, processes, analysis tools, and intelligent software. Some methods certainly deserve the attribute "disruptive technology". We take a look at some blockbusters in the MedTech segment.
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Commented by Carsten Mainitz on April 6th, 2022 | 10:28 CEST
BASF, First Hydrogen, Nel - These developments are crucial!
A functioning energy supply influences the prosperity of society and our everyday lives. Security of supply and "affordable" energy prices currently present major challenges. Renewable energies are expected to provide most electricity and energy consumption within the next decades. Green hydrogen is also likely to play an important role. However, high oil and gas prices are placing an enormous burden on consumers and industry in the short term. Inflation continues to grow. How can investors position themselves?
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