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Commented by Fabian Lorenz on August 30th, 2023 | 08:30 CEST
Better than Nel & Co.? Megatrend shares Redcare Pharmacy and Cantourage Group recommended as buy
Hydrogen has electrified investors for years. But pure-plays like Plug Power and Nel & Co. are struggling to get their numbers in order and are far from profitable business models. As a result, these shares are not much fun at the moment, and analysts see further downside potential. In such a situation, it is worth taking a look at other megatrend stocks. Redcare Pharmacy (formerly Shop Apotheke) is benefiting from online pharmacy and e-prescription trends. The share has already more than doubled this year. Investors can profit from the cannabis trend with the German Cantourage Group. The Company is growing strongly and the share price has come to rest (before the storm). Both shares are recommended to buy by analysts.
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Commented by Armin Schulz on August 30th, 2023 | 08:10 CEST
Plug Power, Almonty Industries, JinkoSolar - Will the doubler come after the Crisis?
Currently, there are several hotspots of crisis around the world. There is the war between Russia and Ukraine, the efforts of the BRICS countries to free themselves from the supremacy of the US dollar, and the smoldering dispute between the US and China. Relations between the latter have deteriorated in recent years, partly because the US fears growing Chinese influence. However, the BRICS nations are blessed with raw materials that the West desperately needs. The list of critical metals is long. This is also true for Europe, which has had an energy problem above all since the Ukraine conflict. Efforts are being made to solve this. We have picked out one company from each of the various focal points.
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Commented by André Will-Laudien on August 30th, 2023 | 07:45 CEST
The IAA is just around the corner, and e-mobility is faltering - Where is the super battery? BYD, Tesla, Varta and First Phosphate in focus
Professor Ferdinand Dudenhöffer sees electric mobility on the decline. Despite the EU's ban on internal combustion engines from 2035, the switch to electric drive will take even longer than expected. In a recent interview, he sees the declining subsidies as of September 1 of this year as a possible showstopper. The reason: most purchases of e-vehicles are tax-motivated, and the increased interest rates have made expensive electric cars less competitive in leasing models. In addition, there are the technical limitations in safety, range and operating time compared to the mature, fuel-efficient combustion vehicles. So the challenge is to invent clean, efficient and safe battery technology. Where are the opportunities in this highly dynamic industry?
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Commented by Nico Popp on August 30th, 2023 | 07:00 CEST
Course Rockets of Yesterday - and Tomorrow: Innocan Pharma, BioNTech, Cardiol Therapeutics
According to the information service IQVIA, dietary supplements generate almost EUR 3 billion in sales in Germany - and the trend is rising. More and more people are paying attention to their health and are not satisfied when the doctor says, "You are healthy." In fact, there is still a lot of upside potential for healthy people, too - for example, when it comes to reducing stress, improving sleep or strengthening the body's own defenses. Today, we highlight three stocks that could benefit from increased health awareness.
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Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST
DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus
The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.
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Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Juliane Zielonka on August 27th, 2023 | 09:00 CEST
Altech Advanced Materials, Volkswagen, FREYR Battery - Investment opportunity in the future energy storage market
The booming energy storage market will bring investments of USD 620 billion over the next 22 years, according to BloombergNEF. In this context, the focus shifts to Heidelberg-based Altech Advanced Materials AG, which specializes in emission-free energy storage solutions. Their innovative approach to generating energy from an abundant raw material in Europe - salt - is worth highlighting. Volkswagen is also striving for seamless supply in the electrification market and is re-sorting its semiconductor supply chains with the help of German taxpayer money. At Norway's FREYR Battery, quarterly results are in, surprising analysts.
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Commented by Juliane Zielonka on August 24th, 2023 | 07:00 CEST
Defence Therapeutics, Bayer, Palantir - Milestones, Power Shifts and Mishmash
The radiopharmaceuticals market is expected to grow to USD 13.818 billion by 2028. In collaboration with Orano Group, Defence Therapeutics has developed innovative radioactive cancer therapies that destroy cancer at the cellular level, thereby increasing efficacy and minimizing side effects. According to Defence Therapeutics CEO Sebastien Plouffe, this partnership will lead to top-tier therapies in a growing market. Meanwhile, heads are rolling at Bayer, as CEO Bill Anderson has big plans and is replacing key positions with promising candidates. Employees of the British NHS have probably spoken a bit too much. The US company Palantir has been awarded five NHS contracts without competitive bidding and is currently the favorite for a multi-million dollar contract in the healthcare sector. Find out what this means for investors here.
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Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST
Disappointments and surprises: Nikola, Plug Power, First Hydrogen
Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?
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