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Commented by Armin Schulz on January 2nd, 2024 | 08:00 CET
BYD, a pioneer in electromobility: Can First Hydrogen and Plug Power follow suit with hydrogen?
The future of mobility is increasingly environmentally conscious and innovative: now that electric cars have firmly established themselves on the market, hydrogen propulsion is emerging as a promising candidate for a green transportation revolution. Driven by the increased use of renewable energies, we are seeing growing potential for the production of green hydrogen. It is in the spotlight of current energy strategies and could come into its own, particularly in areas of mobility where electric batteries are reaching their limits. We look at the top dog of electromobility and two companies that focus on hydrogen.
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Commented by André Will-Laudien on January 2nd, 2024 | 07:10 CET
Returns beckon here: The Biotech favorites for 2024! BioNTech, Pfizer, Cardiol Therapeutics and MorphoSys in focus
The past year was a disaster for investors in the Biotech sector - no golden check as often seen before. Despite all the gloom, the key indicator, the Nasdaq Biotechnology Index (NBI), has managed an annual gain of around 7% since the end of October, thanks to a fabulous 15% upswing. The index was temporarily down 12%. High capital costs made it difficult for research-based companies to refinance, and it is only now, with falling inflation rates, that interest rate hopes are reviving. The 10-year yield in the US fell by more than 100 basis points from 4.98% to 3.84% in a short space of time. Now, the industry senses a positive outlook again. At the end of the year, the positive environment helped some Biotech stocks shake off the negative trend and initiate a turnaround. Which stocks should we focus on?
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Commented by Juliane Zielonka on December 29th, 2023 | 07:40 CET
Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now
Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.
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Commented by André Will-Laudien on December 29th, 2023 | 07:15 CET
The big turnaround 2024: Hydrogen with Nel, Plug Power, ThyssenKrupp Nucera and dynaCERT
While the DAX 40 and NASDAQ indices are climbing to new all-time highs, hydrogen stocks are sinking further and further into the ground. But there is hope! With the exception of the OPEC states, around 200 countries have spoken out in favor of phasing out fossil fuels at the COP28 Climate Conference in Dubai. This should give the signatory governments a good opportunity to restart their state subsidy programs in favour of alternative energies in the coming year. Now is the time to re-examine the battered sector. Nel ASA and Plug Power have recently reported declining order volumes, while dynaCERT and Nucera are performing well operationally. We are looking at a sector that has the potential to gain several hundred percent in 2024.
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Commented by Stefan Feulner on December 29th, 2023 | 07:00 CET
Siemens Energy, Klimat X Developments, Nio - Heavy traffic at the end of the year
The last stock market trading week of 2024 has it all. After briefly catching its breath, Germany's leading index, the DAX, is preparing to break through the 17,000 mark again. Meanwhile, new record highs have already been reported from the US. Both the Dow Jones and the Nasdaq-100 are at their highest levels ever. With the anticipation of interest rate cuts, there is a good chance that the upcoming trading year will bring further increases in stock prices.
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Commented by Juliane Zielonka on December 28th, 2023 | 07:40 CET
From record production to billion-dollar deals: Prospera Energy, Occidental Petroleum and Tesla in the spotlight
The world is undergoing an energy transition, and pioneering projects in Saudi Arabia demonstrate the significant role of renewable energy. Energy companies like Prospera Energy are experiencing record production with over 1,500 BOE/D. Value appreciation and a focus on reserves make Prospera Energy an attractive investment candidate, especially given the rising global demand for oil and gas. Warren Buffett is backing precisely these types of companies, such as Occidental Petroleum (OXY). The planned acquisition of CrownRock for USD 12 billion promises a significant increase in sales for the oil and gas company. Berkshire Hathaway is, therefore, increasing its stake in OXY by 5.2 million shares. While Tesla faces challenges with its electric vehicle (EV) doors, BYD is outperforming in the global BEV market. The Chinese car manufacturer has already overtaken Tesla in terms of market share, recording a 68% increase compared to the previous year. The future of electric mobility could lie in Chinese quality and reliability and, above all, in oil and gas companies. Where is the next profit leap?
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Commented by Fabian Lorenz on December 28th, 2023 | 07:30 CET
Morphosys with 50% risk? BioNTech and Defence Therapeutics share with positive news
Will the Morphosys share price halve? Analysts believe this is possible, although the German biotech veteran has been one of the winners in the sector this year. Overall, biotech shares were not among the favorites of investors in 2023. Nevertheless, the billion-dollar takeover of Karuna Therapeutics by Bristol-Myers Squibb announced yesterday gives the sector hope for a better performance in 2024. Today, we are focusing on three companies of different sizes, including Morphosys and Defence Therapeutics. The biotech company with a focus on immuno-oncology is closing the year with further positive news. The FDA has given the green light for the start of trials next year, which could open up a market worth billions. BioNTech has several pieces of positive news. Here, too, the FDA has made a positive statement, and the Company has achieved a milestone victory against CureVac.
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Commented by Armin Schulz on December 28th, 2023 | 07:10 CET
Barrick Gold, Desert Gold, Bitcoin Group - Currency revolution: Beyond the dollar
In a world characterized by financial uncertainty and rapidly changing market conditions, investors are increasingly seeking secure investment options that not only protect their wealth but also offer growth potential. Gold and cryptocurrencies have come to the forefront in recent years as two attractive asset classes that can serve as a counterbalance to traditional financial instruments. There are three key reasons for adding gold and cryptocurrencies: Inflation protection, diversification and the potential for significant capital appreciation.
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Commented by Stefan Feulner on December 28th, 2023 | 07:05 CET
Liquidia, Cardiol Therapeutics, Bristol-Myers Squibb, Pfizer - Analysts comment on their favorites
The NASDAQ Biotechnology Index has been in the green since the beginning of the year with a mini gain of 1%, but the rebound since the lows at the end of October gives hope for a much more positive stock market year 2024 for the capital-intensive sector. In addition to the multiple interest rate hikes by the central banks, the biotech sector has been weighed down, in particular, by slower progress in research and development. With the expected start of a cycle of interest rate cuts, financing and capital costs are falling, which could lead to rising prices.
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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET
Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?
Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.
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