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Commented by Stefan Feulner on February 14th, 2024 | 07:15 CET

TUI, Royal Helium, thyssenkrupp nucera - Significant increases create room for improvement

  • Mining
  • Helium
  • renewableenergies
  • travel

The reporting season for the full year 2023 has already passed its peak and is entering its final phase this week. Many companies were able to defy the weakening economic environment, delivering positive surprises in both the publication of the figures for the past financial year and in the forecasts for 2024. Tourism stocks, in particular, which have weakened in recent months, could experience a rebound as a result. Following the correction, analysts also see considerable potential in companies from the renewable energy sector.

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Commented by Fabian Lorenz on February 14th, 2024 | 07:00 CET

Plug Power, Bayer, Defense Metals: Shares in panic mode

  • Mining
  • RareEarths
  • Hydrogen
  • Pharma

Is everything not so bad at Plug Power, after all? In January, the hydrogen specialist triggered panic among investors with an announced capital increase. Now, the CEO is suddenly rowing back. So, should one buy the stock now? One analyst advises caution. Bayer shareholders are also in panic mode. The downward trend of the share simply cannot find a bottom. Even at this level, analysts are cautious. Defense Metals, on the other hand, is benefiting from panic - because this concerns the supply of rare earths. The dependence on China is enormous. Defense Metals aims to change this with its rare earth project in Canada. The Company CEO expressed confidence in an interview, stating that an important agreement has been reached with the local population, and important dates are on the horizon.

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Commented by Stefan Feulner on February 13th, 2024 | 07:15 CET

Nordex, Kraken Energy, Siemens Energy - Energy shares making a comeback

  • Mining
  • Uranium
  • Energy
  • renewableenergies

Whether wind, solar or hydrogen, in recent months, listed companies in the renewable energy sector have almost exclusively undergone a sharp correction. The expectations of market participants at the beginning of the decade for achieving climate goals were too high. Currently, there seems to be an end in sight, with the first fallen angels forming a solid foundation that could lead to a new upward wave. The nuclear energy sector has already started to pick up, with the uranium price reaching a new multi-year high. Further opportunities to participate in the upward trend lie dormant here, particularly in the second tier.

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Commented by Armin Schulz on February 13th, 2024 | 07:00 CET

TUI, Globex Mining, Palantir - Movement is possible here

  • Mining
  • Commodities
  • travel
  • Software

Investors should have TUI, Globex Mining and Palantir on their watchlist, as they could be on the verge of movement. While TUI, as a leading tourism company, is showing signs of recovery after the pandemic, Globex Mining promises important impetus for the future of the industry and green technologies with its broad commodities portfolio. Palantir, on the other hand, known for its advanced data analytics platforms, is on the brink of significant growth opportunities in an increasingly data-rich era. In this context, movements are possible, and as an investor, one would want to be invested early. We highlight the potential of the three companies.

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Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET

Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

  • Hydrogen
  • AI
  • renewableenergies

The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.

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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

  • Biotechnology
  • Pharma

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 Juliane Zielonka on February 9th, 2024 | 07:15 CET

Prospera Energy, BP, Plug Power: Fossil or renewable energies - Who leads in the commodity market?

  • Mining
  • Oil
  • Energy
  • renewableenergies
  • Hydrogen

The US is currently holding back on the export of liquefied natural gas shipments, posing a challenging situation for economies like Germany that rely on energy imports. Investors are increasingly turning their attention to companies that are helping to drive forward the energy transition. To reach that goal, oil and gas companies like Prospera Energy, with their ambitious oil extraction plans, are gaining the attention of many investors. For those preferring dividend investments, BP is an unavoidable choice. The global company also mixes its energy production with renewable energy. Plug Power is a pioneer in this field, having recently commissioned another hydrogen plant in Tennessee, USA. However, the excitement about the innovation is dampened by an analyst rating.

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Commented by Juliane Zielonka on February 8th, 2024 | 07:00 CET

Innovation and expansion in energy supply: Mercedes-Benz, Altech Advanced Materials and Alibaba in focus

  • Innovations
  • Technology
  • Electromobility
  • ecommerce

Energy supply is one of the top issues for investors. A reliable energy supply promotes stable business conditions and supports economic growth. While the opposite is true in Germany, companies like Mercedes-Benz are focusing on lucrative projects abroad. A joint venture with China to expand charging stations is on the Stuttgart-based company's agenda. The German company Altech Advanced Materials is committed to a secure and affordable energy supply. Together with Fraunhofer IKTS, they are developing a stationary ceramic solid-state battery based on salt, especially for critical infrastructure facilities such as hospitals. This enables a smooth, vital power supply for intensive care units, even in emergencies. While Mercedes-Benz is currently eyeing China, the retail giant Alibaba is publishing its quarterly figures this week, serving as an indicator of the country's economic development. The details are summarized below.

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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

  • Biotechnology
  • chemicals
  • Cancer

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?

  • Energy
  • renewableenergies
  • Hydrogen

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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