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Commented by Armin Schulz on February 12th, 2024 | 07:00 CET
MorphoSys, Defence Therapeutics, Bayer - Biotech and Pharma suddenly back in focus
Biotech ETFs have been on the rise since the end of October 2023. German biotech companies were able to raise more funds again last year. There are increasing signs that the tough times for investors in biotech and pharmaceutical companies are over. There is also growing activity on the takeover side. Most recently, the takeover bid from Novartis shifted the focus to companies in the healthcare sector. The Swiss pharmaceutical company wants to acquire MorphoSys for EUR 2.7 billion and thus fill up its oncology pipeline. We have selected three companies from the biotech and pharma sectors and examined their current situation.
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Commented by Fabian Lorenz on February 7th, 2024 | 07:30 CET
BASF shares on the upswing, BioNTech sees breakthrough in cancer, and Defence Therapeutics benefits from study
Can BASF shareholders look forward to better times? One analyst is certainly hopeful. He believes that the chemical industry will recover in 2024. However, the price target gives pause for thought. The development of cervical cancer is also concerning. According to a new study, the number of cases has risen sharply in recent years, and with it, HPV infections. Accordingly, more HPV vaccines are urgently needed. The market volume is expected to more than double to over USD 15 billion in just a few years. Defence Therapeutics aims to become a profiteer. The biotech company is fighting cancer with its Accum™ platform. BioNTech CEO Ugur Sahin also believes that humanity will get cancer under control, thanks in part to artificial intelligence. The Company is currently working on 30 cancer therapies. Is it a good time to invest now?
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Commented by Armin Schulz on February 7th, 2024 | 07:15 CET
Kraken Energy, RWE, Plug Power - What does the energy of the future look like?
In a world that is increasingly facing the challenges of climate change and limited resources, the question of future energy supply is coming more and more into focus. While fossil fuels are slowly but surely losing their place as the primary energy source, alternative technologies are in the spotlight. Nuclear power, hydrogen and renewable energies such as solar and wind are key players in the quest for a sustainable energy future. The global landscape reflects an increased expansion of nuclear power plants and renewable energies. Hydrogen could benefit from the latter. We take a look at one company from each sector.
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Commented by Stefan Feulner on February 7th, 2024 | 07:00 CET
Novo Nordisk, Cardiol Therapeutics, Morphosys - Biotechs on a high
After a disappointing stock market year 2023, there is a gold-rush mood in the biotechnology and pharmaceutical sectors. Big names such as Eli Lilly, Vertex, Amgen and Novartis are going from high to high and possess enormous momentum. Acquisitions have also increased dramatically in recent months. The takeover prices are usually significantly higher than the current share prices of the listed companies. This wave will likely increase further due to the pressure that pharmaceutical giants are feeling as licenses expire.
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Commented by Stefan Feulner on February 6th, 2024 | 07:15 CET
BYD, Defense Metals, Rheinmetall - Strategic breakthroughs open up new opportunities
Rare earth metals play a crucial role in many modern technologies, especially in electromobility and the defense industry. Their unique properties make them irreplaceable for specific applications. Demand is increasing dramatically due to ambitious climate targets and the rearmament that has occurred since the start of the war in Ukraine. China holds a quasi-monopoly on the entire value chain. In Western countries, there is a lack of alternatives to escape dependence on the Middle Kingdom.
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Commented by Armin Schulz on February 6th, 2024 | 07:00 CET
Royal Helium, Infineon, Boeing - Helium: The rise to a High-Tech commodity
Helium, a lightweight, non-flammable and colourless gas often associated with party balloons, plays a far more significant role in the high-tech industry. From semiconductor production to nuclear magnetic resonance imaging to space travel, helium is an indispensable element that enables a wide range of high-tech applications. However, although demand for this precious gas continues to rise, its long-term availability is becoming increasingly problematic. In this article, we examine how this unassuming gas powers the modern high-tech industry and how you can benefit from it.
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Commented by Fabian Lorenz on February 5th, 2024 | 07:45 CET
Is Bayer's share price about to jump? BYD off to a positive start! Manuka Resources with a billion-dollar opportunity!
Are Bayer shares on the verge of a price surge? According to analysts at Bernstein, the chemical company is significantly undervalued. Where does the optimism come from? Could there be a change in the Aspirin logo for Bayer in the near future? Chart-wise, the share is heavily battered. The chart for BYD also speaks a clear language. The electric vehicle manufacturer has reported a good start to 2024, while Manuka Resources' VTM iron sand project in New Zealand is generating share price fantasy. There is movement in the project, and following the capital increase, there is now an entry opportunity. Is the revaluation coming soon? The potential is in the billions.
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Commented by Stefan Feulner on February 5th, 2024 | 07:30 CET
Nikola, First Hydrogen, Nel ASA - Upheavals create enormous potential
After the hype in the hydrogen sector at the beginning of the decade, in which companies such as Plug Power, Nel ASA and others rose to crazy valuation levels, a phase of calming and normalization followed. In retrospect, it was no surprise that these stocks lost over 90% of their value. Nevertheless, the hydrogen fuel cell sector is on the move. New players are entering the market whose innovations could knock the top dogs off their thrones. However, there is no doubt that this sector has a bright future due to climate change.
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Commented by Armin Schulz on February 5th, 2024 | 07:15 CET
Nvidia, Saturn Oil + Gas, PayPal - Money printing machines for the portfolio
In an economic landscape that is becoming increasingly volatile and unpredictable, the movement of interest rates plays a crucial role for companies and investors alike. In particular, the recent phenomenon of rising interest rates has drastically changed the rules of the game for those seeking capital. The incentive to invest capital in companies without a proven business model or secure cash flows is decreasing noticeably. Instead, companies that generate solid profits are increasingly becoming the focus of investors. Investors are now looking more at profitability than possible future prospects. We have picked out three companies that are making money and are expected to continue to do so in the future.
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Commented by André Will-Laudien on February 1st, 2024 | 07:45 CET
Combustion engine versus battery! BYD, Altech Advanced Materials, Mercedes and VW in focus
The year 2024 is going like clockwork for the high-tech sector so far. Anything smelling of "Artificial Intelligence" is being valued significantly higher on the stock market with relatively little scrutiny. In the DAX 40 Index, this has notably affected Siemens and SAP and the topic of armaments, which in turn catapulted Airbus and Rheinmetall into new realms. Things are even more dynamic on the Nasdaq, where Microsoft and Nvidia, in particular, are causing a sensation. However, e-mobility, particularly favoured by the Berlin traffic light coalition, is stumbling due to the abolition of the environmental bonus in December 2023. Customers are again opting for domestic combustion engines and Chinese e-imports. We analyze the current opportunities for investors.
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