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Commented by Stefan Feulner on September 7th, 2021 | 12:04 CEST
SMA Solar, Royal Helium, RWE - Supply is becoming increasingly scarce
Whether for cars or consumer electronics, hardly any machine can do without microchips anymore. Since the beginning of the year, the shortage of semiconductors has been throwing the automotive industry out of step and causing production downtime and short-time work. Meanwhile, there is no end in sight to the supply crisis. Shortages stretch as far as the eye can see, while demand increases due to technological advances. Demand is also rising enormously for raw materials needed to decarbonize the economy.
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Commented by Fabian Lorenz on September 7th, 2021 | 11:12 CEST
HelloFresh, Zalando, AdTiger - Digitization conquers not only the DAX
Digitization is on the rise: in our lives, in the stock market and also in the DAX. And so, after more than 30 years, Germany's leading index is getting a makeover. On September 20, 2021, it will be expanded from 30 to 40 companies. With the newcomers, more digitalization is also moving into the elite index like the cooking box delivery Company HelloFresh and online fashion retailer Zalando. Both companies are benefiting from the trend toward digitization and have grown rapidly in recent years. Analysts continue to see potential. Hot stock AdTiger is still far from billions in sales, but its focus on online advertising offers exciting prospects.
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Commented by Carsten Mainitz on September 7th, 2021 | 10:40 CEST
Deutsche Rohstoff, Gazprom, Royal Dutch Shell - Do you really want to miss out? Single-digit P/E ratios and share price gains!
Commodities giant BHP is selling its oil and gas business after more than 60 years. However, other companies are pushing to enter and expand in this sector. How does this fit together? Ultimately, it is strategic decisions - focus, diversification or transformation? The high prices for oil and gas are providing producers with high profits. The medium-term outlook is also good. Growth and a favorable valuation are thus enticing. These are the stocks worth taking a closer look at.
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Commented by Stefan Feulner on September 6th, 2021 | 14:25 CEST
BASF, Desert Gold, Moderna, BioNTech - Keep going, keep going!
The Delta variant is teaching the markets to be afraid. After the economy was humming in the past two quarters, disillusionment is now slowly setting in. The unexpectedly weak labor market data in the US in August demonstrated this. Outside of agriculture, only 235,000 new jobs were created compared with the forecast of 728,000 new jobs. Thus, the market's fear of an end to loose monetary policy and possible interest rate hikes should also be off the table.
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Commented by Stefan Feulner on September 6th, 2021 | 13:40 CEST
Steinhoff, Saturn Oil + Gas, NIO - Spectacular transformation
A lot happened in the global capital markets last week. In addition to the OPEC+ meeting, where it was decided to turn on the oil taps further, disappointing labor market data again determined the direction of stock prices. Several second-line stocks, likely to face serious revaluations due to strong quarterly figures or new corporate developments, caused a furor. Position yourself now!
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Commented by André Will-Laudien on September 6th, 2021 | 13:17 CEST
Tencent, Alibaba, Kainantu Resources, Aixtron - Asia on the rise!
The international supremacy of the USA is closely linked to the status of the US dollar as the world's reserve currency. However, the United States has turned the debt wheel too far and weakened itself through unwise policies. Outdated power interests and isolationism hinder economic dynamism, and they undermine well thought-out trade strategies. Asia has relied on modern infrastructure for decades, and not just at home. Public infrastructure in the US is dilapidated to the level of the last millennium. The new Silk Road and the takeover of international seaports and airports have recently given China a crystal-clear lead. That is why the Silk Road does not end in New York but Europe.
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Commented by Armin Schulz on September 6th, 2021 | 12:17 CEST
Paion, Diamcor, DeFi Technologies - This is where the music plays
After the Fed announcements, the DAX and Dow moved sideways, despite a rise at the beginning of last week. Many stocks in these indices are now also considered fundamentally expensive if one follows the standard work of fundamental analysis by the Graham and Dodd Model, which roughly speaking sees a fair value for stocks with a price-earnings ratio of a maximum of 15. If you want to bring performance into your portfolio, you need stocks that are not in the direct focus of analysts. If there is an interesting story behind it, you can get a booster in your portfolio at an early stage. Today, we highlight three shares with interesting news and stories.
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Commented by Carsten Mainitz on September 6th, 2021 | 10:44 CEST
Defense Metals, Nordex, Rheinmetall - These shares benefit from megatrends!
Rising corporate profits are an understandable driver for higher share prices. Therefore, positioning with stocks in sectors or with business models that benefit from long-term (mega) trends is a smart move. Renewable energies, electromobility, various areas of technology and rare earths are fields that will continue to grow significantly in the medium term. With the shares presented, you can profit from this.
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Commented by Nico Popp on September 6th, 2021 | 10:24 CEST
Varta, EuroSports Global, BYD: New growth opportunities around e-mobility
The future is electric - at least for cars and bicycles. The pedelec boom is ensuring that bike stores are working overtime and have been busy for months. Thanks to the e-motor, entirely new customer groups are suddenly interested in aerodynamic frames, comfortable carbon seatposts or trendy paint finishes. What is already underway in the bicycle sector could also be in store for motorcycles. In Asia, electric bikes with powerful acceleration are all the rage. We take a look at three stocks related to the electric boom.
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Commented by Stefan Feulner on September 3rd, 2021 | 13:27 CEST
MorphoSys, Defence Therapeutics, CureVac, BioNTech - Dramatic need
While in Germany, 50.4 million citizens, or 60.7% of the population, are already fully vaccinated, and there is already discussion about booster vaccinations, the global average is just one in four. Thus, there is still an enormous demand for vaccines from various manufacturers. In addition to the French pharmaceutical Company Sanofi, a German vaccine producer could also celebrate a stock market comeback due to its second-generation vaccine.
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