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Commented by Carsten Mainitz on November 24th, 2021 | 13:25 CET
Clean Logistics, Ballard Power Systems, Nel ASA - Hydrogen shows its strengths in logistics!
It may seem as though the race for drive concepts of the future has been decided, and the e-drive in combination with battery storage has prevailed. However, in the area of transport logistics, the last word does not seem to have been spoken yet. Prominent examples here include the new cooperative concepts of Nikola and Bosch in fuel cell development or the cooperation between TotalEnergies and Renault in the area of small delivery vehicles. The following companies are also likely to benefit significantly from further advances in hydrogen technology.
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Commented by Armin Schulz on November 24th, 2021 | 13:05 CET
Gazprom, Tembo Gold, Nvidia - Inflation and rare goods
Inflation has jumped not only in the USA but also in Germany. With an inflation rate of 4.5% in October, we now have the highest value in Germany in almost three decades. One driver of monetary devaluation is the cost of energy, which has become significantly more expensive, especially in the past year. While the oil price was still in negative territory at the beginning of the pandemic, it was recently quoted above USD 80. The chip shortage can be observed in the automotive industry, but graphics cards are also rare and are traded at a significant premium to the recommended retail price. Graphics cards are used for mining cryptocurrencies. It seems that bitcoin is increasingly becoming a value protection asset and competes with gold, the number one inflation protection.
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Commented by Nico Popp on November 24th, 2021 | 12:41 CET
BioNTech, Defence Therapeutics, Novavax: Another step towards vaccination against cancer
In Portugal and Spain, vaccination rates are higher than in Germany. There are various discussions about the reasons for this. One argument is the fact that infant mortality was high in both countries for a long time. Those who still vividly remember the stories of dead or lifelong damaged infants are less likely to think twice when the doctor calls for vaccination. The recent experience with BioNTech and other vaccines could also give a new boost to the willingness to vaccinate. It is, therefore, quite fitting that vaccines against many different diseases are now emerging on the market.
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Commented by Stefan Feulner on November 24th, 2021 | 11:28 CET
SMA Solar, Royal Helium, RWE - Beware of inflation
One can almost no longer hear this topic. In addition to the rising numbers of infections due to the fourth wave in the midst of the Corona pandemic and the escalating discussions about compulsory vaccination, the scarcity of raw materials and supplies is the central issue of our time. How long before the chip crisis in the automotive industry ends, can Apple produce enough smartphones so that we can put them under the Christmas tree for our loved ones, which, by the way, is also likely to be more expensive this year than last season. Scarcity will continue to accompany society in the coming years, be prepared for it.
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Commented by Stefan Feulner on November 24th, 2021 | 10:13 CET
Nordex, Kodiak Copper, Xiaomi - Long-term trend
The current copper chart could have been copied from the textbook "Technical Analysis of Financial Markets" written by John J. Murphy. After a ten-year high at USD 10,720.15, the red metal corrected to the support zone at around USD 8,800. After several months of sideways movement, it is now heading north again. Once the USD 9,700 mark has been overcome, a new attempt to reach the five-digit range should only be a matter of time. Copper is in demand as never before and will remain so in the coming years.
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Commented by Stefan Feulner on November 23rd, 2021 | 13:02 CET
BYD, Noram Lithium, Siemens Energy - Door to door with Elon
Business in the electric car industry is booming, and development is fueled by the even tighter targets set by politicians at the recent World Climate Conference in Glasgow. The transformation away from coal, oil and natural gas to battery-powered vehicles is creating an enormous demand for raw materials over the next few years. In addition to copper, which due to its nature, is existential for climate change, lithium for electricity storage is a crucial element for the future of battery-powered automobiles.
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Commented by André Will-Laudien on November 23rd, 2021 | 12:22 CET
Rivian Automotive, BrainChip, Infineon, Nvidia - These are jumps à la Tesla!
It looks like technology investors are moving into the all-in phase. Certain industries are likely expected to grow indefinitely, and this is especially true for e-mobility, lithium, hydrogen, and most recently, the chip industry. Despite all understanding for the improved prospects due to the omnipresent shortage and the political closing of ranks in favor of climate-friendly technologies, does this mean that one has to pay price-turnover ratios of 100 or even 1000 on the stock exchange? The new automotive stock Rivian had a valuation of over USD 150 billion right at the start of the stock market and had not yet sold a single car. In the year 2000, it was also thought that sales and profits could not be a benchmark for share price performance.
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Commented by Nico Popp on November 23rd, 2021 | 11:19 CET
Bayer, Ayurcann Holdings, Valneva: Three shares, three decisions
The pandemic is dominating the headlines again. For months, investors and the economy believed that lockdowns would never happen again - after all, we had the vaccine. But now Saxony and Bavaria are back on lockdown course. The laws of mathematics suggest that soon other German states will also have to tighten the reins - with all the negative consequences. Shares in the healthcare sector receive special attention in such market phases. We present three representatives.
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Commented by Nico Popp on November 23rd, 2021 | 10:12 CET
Nordex, Memiontec, JinkoSolar: Where sustainable returns await
The motto "After me, the deluge" has had its day. Today, industrial companies have to take responsibility for their actions. That includes cleaning up pollution and offsetting CO2 emissions from production. Hence the trade in emission rights. It is also favorable for a company's image if it is sustainable and communicates this to its customers. We present three stocks that can score points with sustainability.
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Commented by Nico Popp on November 22nd, 2021 | 12:50 CET
Amazon, Desert Gold, Deutsche Telekom: First movers are rewarded
Is it Christmas again? History is currently repeating itself: incidences are rising, Austria is going into lockdown, and German investors are gearing up for a form of contemplation that no one had expected after the vaccination successes in the summer. But life with a home office and delivery services also has advantages for passionate investors: There is plenty of time to take care of one's finances. Investors can profit since the market does not yet attach much importance to the dangers of inflation and the major central banks' ignorance of inflation. We present three stocks for long home office days.
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