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Commented by Fabian Lorenz on July 31st, 2025 | 07:05 CEST
270% surprise! Rheinmetall, Zalando, Walmart partner MiMedia – Time to buy shares?
With a strong performance of 270%, MiMedia shares are one of this year's surprises. And the chances are good that the stock will continue to perform well in the future. With strong partners such as Walmart behind it, the cloud specialist aims to grow significantly in the coming years. Rheinmetall needs to grow massively to justify its ambitious valuation. However, the supercycle in the defense industry promises golden years ahead. The group also wants to carve out a large slice of the billion-dollar pie in other European countries. After a strong start to the year, Zalando shares have slipped considerably. The takeover of competitor AboutYou has now been completed, and analysts see upside potential.
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Stefan Feulner on July 30th, 2025 | 07:30 CEST
AMD, Veganz Group, and Heidelberger Druckmaschinen AG on a roll
The current trading week promises pure excitement and could bring a surprise or two. In the coming days, nearly 40% of S&P companies will report on their second-quarter performance. Figures from heavyweights such as Microsoft, Meta Platforms, Visa, Apple, and Amazon are likely to keep the markets on their toes. Outside of the flood of figures, several companies shone with outstanding announcements, which investors rewarded with additional purchases.
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Commented by Nico Popp on July 30th, 2025 | 07:25 CEST
Green returns – From stock market stars to comeback hopes: dynaCERT, Siemens, Schneider Electric
The economy is under pressure. The effects of the tariff deal between the EU and the US are now compounding existing risks, such as geopolitical tensions and low productivity in Germany. One might assume that initiatives for greater sustainability and lower CO2 emissions would fall by the wayside in the current environment. However, there are business models that are both green and offer clear prospects for returns. We present Siemens, Schneider Electric, and dynaCERT.
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Commented by Armin Schulz on July 30th, 2025 | 07:20 CEST
Barrick Mining, Desert Gold, Newmont: Triple gold turbo for your portfolio
Gold is experiencing an unprecedented triumph in 2025. As a crisis-resistant store of value, the precious metal is outshining turbulent markets and setting new records. Driven by geopolitical tensions, interest rate cuts, and a weak dollar, demand from central banks and private investors is rising exponentially. Analysts are predicting a "golden decade" with further upside potential – not a short-lived flash in the pan, but a sustained rally. Investors looking to capitalize on this momentum would do well to focus on key players like Barrick Mining, Desert Gold, and Newmont.
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Commented by Fabian Lorenz on July 30th, 2025 | 07:15 CEST
BUY NOW? Puma, D-Wave, and Almonty Industries with 100% upside potential
Sometimes the stock market is not rational. That is precisely when great opportunities can arise. Almonty shares appear to be one such opportunity right now. The tungsten gem has corrected sharply following its NASDAQ listing. While the Company remains in its quiet period, analysts are speaking out and see significant upside potential. The rally could resume soon, as tungsten remains critical for defense and other industries. Staying the course despite sharp corrections has paid off for D-Wave this year. Those who bought additional shares were rewarded. Next week, the quantum stock is likely to see new momentum. No positive momentum is currently expected for Puma. Following the profit warning, the stock is at rock bottom, and analysts are slashing their price targets. Or is this the signal to buy?
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Commented by Armin Schulz on July 30th, 2025 | 07:10 CEST
Made in the USA: Bayer caught in a customs trap? What about Argo Graphene Solutions and BASF?
The new US-EU trade pact is creating deep rifts. While many European exports are groaning under the 15% tariffs, exceptions and location strategies are deciding who the winners and losers will be. Bayer and BASF are facing rising costs, but their innovative strength offers the key to limiting the damage. Argo Graphene Solutions, on the other hand, is strategically well-protected thanks to its US subsidiary and can take a relaxed approach to the customs issue. Those who identify the right levers now will turn trade risks into returns. Three companies, three ways through the tariff jungle. We take a look at how each is dealing with the new landscape.
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Commented by Fabian Lorenz on July 30th, 2025 | 07:05 CEST
RENK facing takeover? Crash at Novo Nordisk! Buying opportunity in AJN Resources shares!
AJN Resources shares currently offer an exciting opportunity to position yourself for the next rally in the gold price. The Company announced yesterday that it has received approval to explore its property in the vicinity of the largest gold deposit in Ethiopia. The regular news flow expected in the coming months should give AJN shares new momentum. There are currently exciting developments in the European defense industry. Ahead of its IPO, KNDS has further increased its stake in supplier RENK. There were problems with another major shareholder in the run-up to the IPO. Novo Nordisk is currently facing completely different issues. The Danish company has lowered its revenue and profit forecasts, causing its share price to crash. Is now the time to buy?
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Commented by André Will-Laudien on July 30th, 2025 | 07:00 CEST
Trump's Tariffs & Takeovers! BioNTech, PanGenomic Health, Pfizer, and Valneva Targeted by Speculators
The US-EU tariff agreement has now been finalized. Many sectors of the European economy will now face additional burdens and margin cuts. The biotech and pharmaceutical industries have been spared, as medicines and active pharmaceutical ingredients are among the few product groups that are traditionally traded duty-free in transatlantic trade. This is due to international agreements, such as the WTO Pharmaceutical Agreement, which both the EU and the US have signed. Clinical trial drugs, active ingredient imports, and vaccines are also mostly exempt from tariffs. Valneva is currently making headlines with its chikungunya vaccine, BioNTech and Pfizer are continuing to sell COVID-19 vaccines on a small scale, and PanGenomic is surprising everyone with a new AI-powered health platform. A lot is going on in the sector – who are the big earners?
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Commented by Nico Popp on July 29th, 2025 | 07:30 CEST
Drone hype: Who is getting the best deal? Volatus Aerospace, Renault, Rheinmetall
The days of tanks and howitzers are over. The war in Ukraine shows that drones are changing the face of combat—they provide reconnaissance, carry out precision strikes, and score points with low acquisition costs and high effectiveness. It is no wonder that major arms manufacturers and industrial companies want to jump on the drone bandwagon. Renault has even been asked by the French government to enter the business. But the barriers to entry in this market are high. We explain who is likely to profit from the drone business in the future and why size and capital are no guarantee of long-term success.
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