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Commented by Carsten Mainitz on March 11th, 2022 | 11:35 CET
Saturn Oil + Gas, BYD, Bayer - Winning with strong companies
When oil futures were trading in negative territory even for a short time at the outbreak of the Corona pandemic in the spring of 2020, many experts assumed that the black gold would remain at a low level in the long term. Only JPMorgan spoke at that time of a possible supercycle and prices over USD 100 per barrel. The analysts cited the supply shortage due to the swing towards green energy production as the reason. Due to the Ukraine crisis, supply has once again been drastically reduced, which is likely to fuel oil prices in the long term.
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Commented by Armin Schulz on March 11th, 2022 | 11:19 CET
Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?
The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.
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Commented by Nico Popp on March 11th, 2022 | 10:15 CET
Nordex, MAS Gold, Hensoldt: Shares for the new era
Even if the negotiations between Ukraine and Russia inspire hope, regardless of the interim status, much will change in the coming months and years. The civilian power EU must rethink - in many areas. Gas as a transitional technology can hardly be justified after Putin's war of aggression. Putting national security in the hands of NATO, which is largely supported by the United States, also seems risky - after all, Trump is already preparing his election campaign. In the future, the EU and Germany will have to accelerate climate change and push ahead with rearmament. We present three stocks that could benefit.
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Commented by Carsten Mainitz on March 10th, 2022 | 12:09 CET
Nordex, Phoenix Copper, E.ON - Under power
The Ukraine war is making the stock markets nervous. Once again, we realize that normality can end overnight. Massive sanctions have hit Russia. The dependence on our eastern neighbor for energy and raw materials is becoming abundantly clear. The oil and gas prices are soaring, which again strengthens the desire to rely on renewable energies. The growth of electromobility should gain further momentum due to current developments.
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Commented by Carsten Mainitz on March 10th, 2022 | 11:28 CET
Adidas, mm2 Asia, Deutsche Post - Easing after the debacle
Russia's invasion of Ukraine caused panic on the stock exchanges, and the leading German index, the DAX, plummeted by around 3,000 points over the past 2 weeks to its all-time low. At the moment, a countermovement is underway. Various papers are already tempting investors to enter the market. Backed by strong annual figures, some stocks may have already seen their lows.
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Commented by Fabian Lorenz on March 10th, 2022 | 10:22 CET
Nordex, K+S, Desert Gold: Commodities out of control
While the broad stock market suffers from Russia's war of aggression in Ukraine, commodities are becoming increasingly expensive. On Tuesday, the price of nickel had doubled, and the London Metal Exchange even suspended trading. Prices are also going through the roof for virtually all other commodities such as oil, gold, gas and wheat. Accordingly, shares from these sectors are currently in demand. Such as the potash producer K+S because large competitors from Russia and Belarus are currently cut off from the world market. Analysts have recently been cautious. Desert Gold is benefiting from the high gold price. In addition, the Canadian explorer has published promising resource estimates. Driven by the political announcements to replace fossil fuels even faster with renewable energies, Nordex was one of the past week's winners. Now, however, the Company has published sobering figures. But hope remains.
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Commented by Armin Schulz on March 9th, 2022 | 13:14 CET
BP, Saturn Oil + Gas, Shell - Oil as the winner of the crisis
There are increasing signs that the EU wants to free itself from Russian oil and gas supplies as quickly as possible. Bloomberg writes that they want to cut back supplies by 80% within a year. Other sources report over 66%. If Russia is subject to an oil and gas embargo, there is a risk that commodity prices in these areas will continue to rise significantly. Even the US is currently considering an import ban on Russian oil. Since then, there has been no stopping the oil price. The primary beneficiaries are the oil and gas producers, three of which we are taking a closer look at today.
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Commented by André Will-Laudien on March 9th, 2022 | 12:56 CET
Panic oil price USD 130: Volkswagen, Porsche, Nevada Copper, Mercedes - Next push for e-mobility!
The panic moves in the oil and gas markets are making a trend increasingly apparent: For raw material importers, the historical dependence on fossil fuels is becoming unaffordable. Consequently, alternative energy and drive concepts are enjoying a renaissance, and GreenTech stocks are already the big winners. The same applies to copper: It is an essential metal for the high-tech industry due to its extreme conductivity. There has been a supply deficit since 2019, and the price has already quintupled in the years 2020 to early 2022. Who will close the dramatic gap?
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Commented by Carsten Mainitz on March 9th, 2022 | 12:14 CET
Kleos Space, Palantir, Deutsche Bank - Data like gold
The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.
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Commented by Stefan Feulner on March 9th, 2022 | 11:11 CET
McDonald's, Barsele Minerals, ING Group - Golden instead of Chicken McNugget
The crisis currency gold has already marked new all-time highs in the euro currency. In the case of the dollar, the precious metal moved above the psychologically important USD 2,000 mark, at least briefly. From a technical perspective, the next target is the high at USD 2,074.40. Various companies currently have entirely different concerns with regard to their high exposure to Russia. In contrast to other competitors, fast-food giant McDonald's is being hit extremely hard.
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