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Commented by Mario Hose on January 7th, 2020 | 10:42 CET
Ballard Power, dynaCERT, NEL ASA - higher, faster, hydrogen!
The mobility of the future will be a mix of different energy sources. New technologies will make conventional combustion engines even cleaner and more efficient and, where it makes sense for the user, technologies with electronic drive motors will also be used. However, the German government is also attempting to influence the market by subsidising battery cars, a technology that is already being phased out in China. This political actionism from the Chancellor's Office is bypassing the market, and car manufacturers in Germany are noticing this too. A total of 57,533 purely electric cars were registered in 2019 until November - of a total of 3.6 million newly registered passenger cars.
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Commented by Mario Hose on January 6th, 2020 | 05:50 CET
Rent cap keeps Vonovia & Co on its toes: MOREH offers 6% fixed interest rate with commercial property
The discussions surrounding a rent cap in Berlin and other cities have repeatedly caused uncertainty among shareholders of real estate companies such as Vonovia in 2019. No improvement is in sight for 2020. Anyone who focuses on commercial real estate is not affected by this. For example, the real estate portfolio owner M Objekt Real Estate Holding GmbH & Co. KG, MOREH for short. In the summer of 2019, the company issued a corporate bond with a fixed interest rate of 6.00 percent with a semi-annual payment and extensive collateral. The security with a term of five years can be traded on numerous German stock exchanges. MOREH is a classic real estate portfolio holder with a focus on commercial real estate in Western Germany. Experts consider the MOREH bond to be attractive and have invested.
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Commented by Mario Hose on January 3rd, 2020 | 06:42 CET
Baumot Group AG - Upside potential and improved results
The Baumot Group AG is a leading supplier in the field of exhaust gas aftertreatment. Baumot uses these products and services across all industries in the OEM (original equipment), retrofit and aftermarket (spare parts) business segments. The industries include, in particular, on-road e.g. cars, trucks and buses, and off-road e.g. construction machinery, agricultural machinery or stationary equipment.
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Commented by Mario Hose on January 2nd, 2020 | 05:45 CET
NEL ASA, Saturn Oil & Gas, VARTA - which stock will be the top performer in 2020?
If it runs, it runs! This or something similar is how the demand for the stocks of trend themes can be described. Last year, shares of hydrogen companies were in great demand. Also the interest in energy storage was very high. But what did not work at all was the extraction of energy raw materials in the traditional way. A backlog demand has emerged, which will pay off in 2020 according to experts for investors who are there in time.
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Commented by Mario Hose on December 30th, 2019 | 05:45 CET
E.ON, EnBW or RWE - who is restructuring Germany after Merkel?
The planned economy is de facto the opposite of the market economy. In a market economy, the free market decides what is produced and offered in what quantity and type of products and services. In a planned economy, the state determines what is to be implemented - or rather: implemented - in what periods and how. The disadvantage of a planned economy is that plans are often implemented inadequately and with delays. In the past, communist governments have worked with the system of the planned economy, but due to the lack of success the states have failed economically. Under German Chancellor Angela Merkel, patterns of planned economy are increasingly becoming apparent and economic challenges are growing exponentially. At the turn of the year, the problems in the energy sector, among others, increase intensify.
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Commented by Mario Hose on December 27th, 2019 | 07:20 CET
BMW, Daimler or Volkswagen - who gives up first?
Ludwig Erhard, the second German Chancellor and economist, said in the 1950s the much-quoted sentence: "No state can give its citizens more than it has taken from them before". A conscientious government should therefore strive to keep the delta between tax revenue and benefit to the taxpayer as small as possible. In this context, government subsidies are always a sensitive issue. The economic sustainability of government support for technology and innovation must lead to industries and companies learning to stand on their own two feet and the market regulating demand. The solar industry in Germany is a prime example of how tax money can be wasted. No well-known German company in the solar industry has survived in competition with Asia. Is there any reason to worry that German electromobility will suffer a similar fate?
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Commented by Mario Hose on December 20th, 2019 | 16:41 CET
Adidas, Nike, RYU Apparel - when does the trend turn?
The fashion world is an exciting business. Once a company has grown into a brand, profits can bubble up. If a company is wrong with its strategy or its line, it can get rough. There are various labels that have had to survive difficult times in the past and are now doing well again. Adidas and Nike are without doubt among the biggest players worldwide. But there are also exciting newcomers who may be among the big names in a few years.
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Commented by Mario Hose on December 20th, 2019 | 11:11 CET
Lynas Corporation, Mkango, Ucore Rare Metals - who will benefit most from the U.S. Army?
The market for rare earth elements is dominated by the People's Republic of China. Worldwide production of rare earths in 2018 was around 170,000 tonnes, of which 120,000 tonnes came from China. This shows how much the global industries have become dependent on a good relationship with China. In 2010, following a diplomatic dispute with Japan, the People's Republic restricted exports, which caused prices for niche metals to skyrocket.
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Commented by Mario Hose on December 18th, 2019 | 10:36 CET
SAP, Siemens, Volkswagen, EXMceuticals - who has the best strategy for Africa?
The African continent is diverse and rich in people - more than just a beautiful travel destination. The population is estimated at around 1.3 billion people, which is comparable to China. The multitude of mineral resources and natural conditions offer an excellent starting position to strengthen the domestic economy and combat possible causes of flight. Various countries and companies have discovered Africa for themselves as a workbench, raw material region and sales market. However, sustainable stability and prosperity can usually only be achieved through education, and connection to that the different approaches of economy and politics can be of different importance for the local people.
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Commented by Mario Hose on December 17th, 2019 | 09:52 CET
Competition for Flatex & Co.: wallstreet:online starts low cost broker
The bank-independent brokers get a new experienced competitor in the market. wallstreet:online AG has announced the foundation of a new discount broker together with its investment company wallstreet:online capital AG. The "Smartbroker" will immediately offer customers the trading of securities at all major stock exchanges at discount conditions. The objective of the w:o Group is to win over 200,000 customers for the Smartbroker over the next four to six years. The leading financial portal in the German-speaking area, wallstreet:online, is thus expanding its business model to include transaction business.
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