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Commented by Juliane Zielonka on June 28th, 2024 | 07:30 CEST
Airbus, Almonty, thyssenkrupp: Market impacts and investment opportunities in focus
The aerospace company Airbus recently lowered its financial targets for 2024 due to supply chain issues and additional costs in the aerospace division. Aircraft buyers will have to wait longer than previously communicated for the delivery of new aircraft. Tungsten supplier Almonty Industries could become a guarantor of seamless supply chains thanks to production sites in conflict-free countries. Almonty owns mines in Portugal, Spain, and South Korea. Czech billionaire Daniel Křetínský's investment in thyssenkrupp shows how much demand for tungsten is increasing. In times of increasing armament, steel with tungsten is becoming more and more valuable and in demand. Křetínský is known for investing in undervalued companies and aims to acquire 20% of the Duisburg steel giant. Restructuring at the personnel level has unions up in arms. Where is an investment worthwhile?
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Commented by André Will-Laudien on June 27th, 2024 | 06:45 CEST
Hydrogen 3.0 - Is it turning now? Nel ASA, Cavendish, dynaCERT, SMA, and Plug Power in focus!
Summer slump? Not at all! Artificial intelligence, high-tech, and armaments remain in upward mode; even a sharp correction at Airbus is not shaking the markets. There are currently increasing rumours that China and Japan could have problems with their financial systems. In China it is the collapsing real estate market, in Japan it is trillions of YEN invested in foreign bond markets and refinanced with negative interest rates. However, the era of zero interest rates is over, and persistent inflation is not subsiding as expected. This pushes the risk parameters through the roof and requires banks to have higher capital backing. Exciting times! In the hydrogen sector, all eyes are on the newcomer Cavendish. Will this be a jolt for the struggling sector?
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Commented by Fabian Lorenz on June 26th, 2024 | 07:00 CEST
SMA Solar shocks! Nel with partnerships! Kraken Energy shares could benefit from billionaire Bill Gates!
While Siemens Energy shares are marching towards a yearly high, driven by a new billion-dollar order from Saudi Arabia, many other energy shares - especially those in the carbon-neutral sector - have been struggling all year. Is now the time to take an anti-cyclical approach to stocks that are at rock bottom? SMA Solar has hit a new 52-week low following its profit warning. What do the analysts say? Nel ASA has not yet succeeded in breaking free with the spin-off of its subsidiary Cavendish Hydrogen. The Norwegians are relying on strong partners with a focused business model. Kraken Energy currently offers an exciting entry opportunity. Billionaire Bill Gates is making headlines with the construction of a new nuclear power plant in the US. Uranium specialist Kraken Energy could also benefit from this.
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Commented by André Will-Laudien on June 25th, 2024 | 08:50 CEST
Euro 2024 Round of 16 - A Summer fairytale on the stock markets, too? BYD, VW, Power Nickel and Rheinmetall qualify early
Football has always been a great way to distract the masses. People love sports because it relaxes them even when they are just watching - a tried and tested remedy for the multiple crises that continue to spiral into our minds. Fortunately, the stock markets are trading so high that the looming banking crisis in China and Japan is not working its way through to Europe in the media. The EU financial markets have lost a lot of ground since the election because while the NASDAQ is rushing from peak to peak, the EURO STOXX is making an almost unnoticed 5% correction, and France is even down 10%. EU spreads on German government bonds widened further, a scenario that seemed to have been forgotten since 2008. And in football, Germany is hopeful going into the Round of 16, and our stock picks are also bursting with strength.
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Commented by Armin Schulz on June 25th, 2024 | 08:45 CEST
Evotec, Royal Helium, Nel ASA - Turnaround candidates under review
With the recent rise in shares in Power Nickel, following a bonanza find in its exploration work, the topic of "turnaround candidates on the stock market" is once again coming to the fore. Such companies, which get back on track after significant price falls, offer investors enormous profit potential. The recovery after a deep crisis can represent a second chance for investors but requires a keen sense of market analysis and timing. The success of the investment depends largely on the right selection and timing of entry. We take a look at three candidates.
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Commented by Stefan Feulner on June 25th, 2024 | 08:35 CEST
Covestro, Globex Mining, and Deutz with significant momentum
The rising demand for industrial metals from the renewable energy sector and the increased demand from the defense industry due to the current geopolitical shift pose significant challenges for the Western world. In addition to exploring its own deposits, an improvement in trade relations with China would be desirable. However, following the visit of the Minister of Economic Affairs to China's most important trading partner, this wish has receded into the distant future.
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Commented by Juliane Zielonka on June 25th, 2024 | 08:30 CEST
Shaping the future of energy: Plug Power, Saturn Oil + Gas, and SMA Solar in focus
The European Commission has launched a hydrogen bank to reduce harmful emissions in Europe. Financial incentives are being used to finance hydrogen projects worth hundreds of millions. Plug Power can score points with its knowledge advantage and secured a 25-megawatt deal for its electrolyser systems with a company in the EU. However, fossil fuels remain an essential part of the global economic infrastructure. Saturn Oil & Gas is pleased to announce the completion of a fresh acquisition in southern Saskatchewan, Canada. Investors, in turn, are pleased with the Company's liquidity and further debt reduction. Investors in SMA Solar AG are less pleased. Following a profit warning, the share price plummeted, and analysts are disgruntled. Does this mark the end for the German solar industry? Chinese companies are still gaining ground. Where is it worth investing?
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Commented by Fabian Lorenz on June 25th, 2024 | 07:00 CEST
300%-Opportunity, problems, and the German Chancellor: Bayer, BioNTech, and Cardiol Therapeutics
Bayer is making positive headlines for a change. Following takeovers in cell and gene therapy, the Company is investing in Berlin and has brought the renowned Charité Hospital on board. Federal Chancellor Olaf Scholz gives the go-ahead for the project. Can the share benefit from this? The sell-off in Cardiol Therapeutics shares after positive study results was a surprise. Analysts are enthusiastic, raising price targets and seeing 300% potential. On the other hand, BioNTech shares are currently not an obvious buy. And now there are also problems with the FDA in the US. This is causing alarm among shareholders and impacting the share.
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Commented by Stefan Feulner on June 24th, 2024 | 11:15 CEST
Plug Power, Carbon Done Right, Evotec - Turnaround after the price slump
After the price surges in recent weeks, there were initial signs of a temporary top formation in the major US indices, including the Dow Jones, S&P 500, and the tech-heavy Nasdaq. It is hardly surprising, given that these indices have been in overbought territory since the upward trend that began in November. Once again, it is crucial for investors to pick the winners of the coming weeks despite a possible correction.
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Commented by André Will-Laudien on June 24th, 2024 | 07:15 CEST
IPOs, Takeovers and Mergers - Here we go again! Varta, Altech Advanced Materials, Nel ASA, and Cavendish
Every day, new records on the NASDAQ make investors' dreams come true, but at the end of last week, there were the first signs of a correction, with top stock Nvidia losing 10% from its peak. This is a minor setback after a rise of almost 100% since mid-April. The IPO market is also picking up again as newcomers want to seize the opportunity. The Norwegian hydrogen pioneer Nel ASA successfully floated its filling station subsidiary on the stock exchange. This creates more transparency within the Company and fills the coffers. While Varta has issued another revenue warning, Altech Advanced Materials is launching its new battery technologies. In terms of achievements, "Made in Germany" is still "top", but the right stock selection remains the trump card.
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