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Commented by Fabian Lorenz on December 10th, 2025 | 07:25 CET
Nordex strong! D-Wave with an important date! JPMorgan gives Finexity a tailwind!
Stock market newcomer Finexity is still struggling with its revolutionary business model. The Company operates a trading platform for tokenized assets. The fact that JPMorgan is now also entering the tokenization sector is a real bombshell. This should benefit the entire industry, including Finexity, especially since the Hamburg-based company is collaborating with a savings bank in a pilot project. This offers the opportunity to reach over 45 million potential customers. Nordex has won over customers in France and Belgium. The German company will supply them with wind turbines in 2026 and 2027. Can the stock break out? D-Wave has made substantial gains in recent days. An important event is coming up for the quantum pioneer in January.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Carsten Mainitz on December 10th, 2025 | 07:15 CET
What is going on? Sharp price swings for Almonty Industries, Klöckner & Co., and RENK!
Negotiations to end the war between Russia and Ukraine are dragging on. The 28-point plan originally drafted by the US government has now been reduced to 20 points and is to be presented to Ukraine. In general, skeptical voices are growing louder, with many not expecting an agreement to be reached anytime soon. Against this backdrop, defense stocks such as Rheinmetall and RENK are rising. Equally exciting is Almonty Industries, a Canadian manufacturer of the critical metal tungsten, which is also in high demand in the defense industry. Recently, the stock fell significantly to an attractive price level.
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Commented by André Will-Laudien on December 10th, 2025 | 07:10 CET
E-mobility to hit the roof in 2026? BYD on the rise, Graphano Energy strong and Mercedes-Benz chart breakout!
The black-red federal government plans to launch a new subsidy program for electric vehicles and plug-in hybrids at the beginning of 2026. The support is primarily aimed at people with low or middle incomes to make it easier for them to switch to electric mobility. The basic subsidy is expected to be around EUR 3,000 and can increase to a maximum of EUR 4,000 with child supplements and a bonus for very low incomes. Only vehicles with a net list price not exceeding EUR 45,000 will be eligible for funding, which means that higher-priced models will remain outside the program. Both the purchase and leasing of purely electric passenger vehicles (BEVs) and, according to media reports to date, plug-in hybrids will be eligible for funding. At the same time, the existing motor vehicle tax exemption for fully electric vehicles is to be extended, but for a maximum of 10 years and with a horizon until the end of 2035. The pendulum is therefore swinging in favor of electric vehicle manufacturers and necessary suppliers. Now is the time to get started!
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Commented by Nico Popp on December 10th, 2025 | 07:05 CET
Second hydrogen wave with Linde, BASF, dynaCERT: Why 2026 will be the year of truth
fundamentally from the hype cycles of 2020 and 2021. Back then, enthusiasm was driven largely by visionary PowerPoint presentations rather than real-world progress. The transition to 2026, however, marks the start of a new industrial reality. Investors who have followed the sector for years now recognize a clear shift in market dynamics - one based less on hope and more on regulatory certainty and technological maturity. As Der Aktionär correctly notes, a new tailwind is emerging for industry. We explain what improved framework conditions and the market launch of large-scale plants in Europe could mean for the shares of Linde, BASF, and dynaCERT.
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Commented by Fabian Lorenz on December 10th, 2025 | 07:00 CET
Defense stocks are RISING! The US is leaving Europe on its own! Rheinmetall, Hensoldt, and Antimony Resources!
Investors are once again snapping up defense stocks. On the one hand, peace in Ukraine seems unlikely in the foreseeable future. On the other hand, Europe can no longer rely on the US. Rheinmetall and Hensoldt are therefore in high demand. The shares of both companies have gained ground in recent days and have received additional tailwind from orders. Defense companies such as Rheinmetall and Hensoldt would likely face major problems without antimony. Nevertheless, this critical metal is relatively unknown among investors. Here, too, China determines supply. This makes Antimony Resources interesting for investors. After strong share price gains, the stock has recently consolidated. This offers an entry opportunity before the first resource estimate is published shortly.
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Commented by André Will-Laudien on December 9th, 2025 | 07:20 CET
Gold rush 2026: Position yourself quickly! Keep an eye on Barrick, B2Gold, Desert Gold, and DroneShield!
Who would have thought it? Gold and silver are the clear winners among defensive assets in the 2025 investment year. Protection against inflation, geopolitical risks, and fiscal-policy uncertainty has made precious metals shine, which, despite all the doom and gloom from tech stock market traders, were able to generate high double-digit returns of 57% and 82%, respectively. Of course, a 10% drop in the US dollar is weighing on returns in euros, but there is still a nice profit left in the account. Gold and silver mining stocks and, selectively, some explorers performed even better. In today's peer group, we turn our attention to the African continent, where important changes in the regulatory and economic environment could transform local producers into potential cash machines in 2026.
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Commented by Fabian Lorenz on December 9th, 2025 | 07:10 CET
100% price potential! Bayer, Steyr Motors, and gold gem Kobo Resources
Kobo Resources shares have awakened in the past week. The gold explorer gained 20%, and according to analysts, this is far from over. They see the fair value of the mining projects at more than 100% above the current company value. Bayer shares have performed particularly well this year. Very few would have thought a price increase of over 70% in 2025 possible. Now, however, analysts are putting the brakes on the euphoria. And what about Steyr Motors? The shares of the specialty engine manufacturer have shifted into high gear again in recent weeks. Analysts are enthusiastic about the technology in this niche market. They see significant sales growth and rising margins.
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Commented by Nico Popp on December 9th, 2025 | 07:05 CET
Attacking the fuel that feeds tumors: Why Roche, Pfizer, and Vidac Pharma are redefining oncology
Modern cancer therapy is no longer about blunt-force attacks, but rather precise, targeted interventions. While oncology in recent decades has been dominated by non-specific cell toxins, today's research resembles surgical intervention in the biological software of a disease. Industry heavyweights, Roche and Pfizer, are securing their market positions with gigantic portfolios of immunotherapies. But away from the corporate headquarters of Basel and New York, agile biotech pioneers are working on approaches that attack the very foundation of cancer cells: their energy supply. Those who pull the plug on cancer cells could be among the big winners in the biotech sector in 2026.
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Commented by Stefan Feulner on December 9th, 2025 | 07:00 CET
Volkswagen, Silver North Resources, Albemarle – The comeback of value stocks
2025 was the year of AI stocks. Hardly any other sector dominated the stock markets as clearly as companies in the semiconductor, cloud, and generative AI sectors. While these stocks chased new records and single-handedly pulled the major indices upward, large parts of the market fell by the wayside. Cyclicals, industrials, commodities, and classic consumer stocks remained in downward trends despite solid fundamentals. This is precisely where an exciting starting point is now emerging. Many of these "lagging" sectors are trading at historically low valuations, while sentiment is increasingly shifting away from AI high-flyers. The market is rotating, and 2026 could be the comeback year for undervalued value stocks.
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