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Commented by André Will-Laudien on January 27th, 2022 | 13:10 CET
Varta, JinkoSolar, Barsele Minerals - Green tech: After the sell-off is before the rally!
Green tech stocks were the clear favorites of investors in 2021. Many stocks from the energy, climate or metals sectors reached multi-year highs. First, the hydrogen hype ran, then the stock market focused on battery makers and e-mobility, and toward the end of the year, uranium and lithium suppliers were bullish. A healthy rotation of green themes, further spurred by the Glasgow climate conference in November. Now some prudence has returned, prices fell slowly at first and then violently in the last few days. Where are the opportunities now?
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Commented by Stefan Feulner on January 27th, 2022 | 12:12 CET
RWE, Tembo Gold, Barrick Gold - The course is set
For many shares, the market correction offers the opportunity to add quality to the portfolio at a more favorable level in the long term. Even if the low has probably not yet been reached, long-term anti-cyclical entry opportunities are currently available. The gold price entered a correction after reaching new highs in August 2020, when prices of over USD 2,060 per ounce were paid. Although the chart-technical picture for the gold price is not yet compelling, the current prices should at least be used to build initial positions. Fundamentally, the prospects for the precious yellow metal are already better than ever.
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Commented by Carsten Mainitz on January 27th, 2022 | 11:41 CET
Aurubis, Nevada Copper, Daimler - Copper: Fueling the mobility and climate shift
No metal represents the step into our electrical century more than copper. The reddish shimmering metal with excellent conductivity is in demand wherever electricity is concerned. Experts estimate that about three to four times as much copper needs to be installed in e-cars than in a conventional combustion engine for mid-range cars, which currently comes to about 25kg of copper. Due to the high demand, copper consumption could increase more than tenfold in the next ten years.
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Commented by Stefan Feulner on January 27th, 2022 | 11:06 CET
BYD, Defense Metals, Tesla - The long-term beneficiaries of climate change
The post-pandemic global economic recovery and rising investment in more climate-friendly energy infrastructure are driving higher commodity prices amid supply chain disruptions. Shortages of industrial metals, which are urgently needed for climate change, are likely to materialize further in the coming years. This will be significantly exacerbated by the swelling trade conflict between the USA and China. There is a threat of massive bottlenecks in production and sharply rising prices for the respective materials.
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Commented by Nico Popp on January 27th, 2022 | 10:13 CET
Valneva, XPhyto, Peloton Interactive: What is next for pandemic stocks?
The pandemic is entering a new phase. Although incidences are rising towards the 1,000 mark, the population is largely relaxing. In the meantime, almost everyone knows someone who has fallen ill; as a rule, the scare is over quickly for those who have been vaccinated. In this article, we look at what this means for the stock market.
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Commented by Carsten Mainitz on January 26th, 2022 | 13:34 CET
Valneva, Perimeter Medical Imaging AI, MorphoSys - This is where it gets exciting!
The Corona pandemic still has the world firmly in its grip. The number of new infections is skyrocketing. Nevertheless, the chances are good that the pandemic can be brought under control by means of numerous vaccines. But Corona is not the only scourge. Numerous research efforts are focused on diagnosing, treating and curing cancer. Here, innovative AI-based technologies are increasingly being used to help save lives and significantly reduce costs for the healthcare system.
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Commented by Stefan Feulner on January 26th, 2022 | 13:05 CET
BioNTech, Desert Gold, Nel ASA - Rebound or crash
The stock markets are shaking dangerously. After the highs at the beginning of the year, shares from the technology sector mainly corrected across the board due to rising fears of a stricter monetary policy by central banks. The fact that tensions between Russia and Western countries are escalating due to the Ukraine conflict is exacerbating the sell-off. Despite good corporate data, individual companies are being swept along in the undertow and currently offer attractive anti-cyclical entry opportunities.
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Commented by Armin Schulz on January 26th, 2022 | 11:17 CET
Novavax, CoinSmart, Netflix - A buy after significant setbacks?
The last few weeks have been tough for vaccine makers, cryptocurrencies and tech companies. In the case of vaccine manufacturers, concerns about a possible endemic disease caused by OmiCron was the reason for falling prices. In addition, there were the rumors about Pfizergate. Cryptocurrencies have been consolidating since early November. Allegedly, the US government is planning a crypto law, but contents are not yet known. For tech companies, the FED's expected interest rate hike, likely to be announced on January 26, brings uncertainty and makes investors rethink their investment strategy. Out of tech stocks, into value stocks. We look at one Company from each sector today.
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Commented by Nico Popp on January 26th, 2022 | 11:01 CET
Bayer, MAS Gold, BASF: 5.7% dividend? These intrinsic values score now!
According to capital market strategist Ulrich Stephan from Deutsche Bank, substantial stocks could have an advantage in the upcoming market phase. The reason: When interest rates rise, the refinancing costs for growth companies increase significantly, as they usually do not write any or few profits. Reason enough to take a closer look at two of the best-known German substance companies and ask whether there are also growth stocks with substance.
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Commented by André Will-Laudien on January 26th, 2022 | 10:07 CET
Siemens Energy, Nordex, Noram Lithium, Standard Lithium - After the crash, new hype ahead?
Climate change is one of the greatest challenges of our time. In order to jointly achieve the goals of the Paris Climate Agreement, a reduction of CO2 emissions in the transport sector is necessary. A significant contribution is being generated in the shift to e-mobility. Manufacturers in Europe and Asia are countering the industry leader Tesla with high double-digit billion sums for research and development. With 350,000 electric vehicles sold in Germany, 2021 will be a new record year for the industry. In 2022, experts estimate that there will be 450,000 plus hybrids. However, the green plans of the traffic light government require 1.6 million electric vehicles per year. Where are the opportunities lurking for climate-oriented investors?
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