Close menu




Comments

Photo credits: pixabay.com

Commented by Armin Schulz on September 12th, 2023 | 08:05 CEST

NVIDIA, Defense Metals, Alibaba - Tensions between China and the US are on the rise again

  • Mining
  • RareEarths
  • chips
  • Investments

During the BRICS summit, it was announced that six new countries will join the alliance on January 1, 2024. These countries include Saudi Arabia, Iran, the United Arab Emirates, Argentina, Egypt, and Ethiopia. This development might not sit well with the United States, as it could threaten the dominance of the US dollar. In addition, there are tensions with China over Taiwan. In July, the Middle Kingdom limited exports of rare earths. China has now added fuel to the fire by banning government officials from using iPhones. Before this, the US restricted exports of NVIDIA's AI chips to the Middle East. Tensions are rising, making it a good time to look at three companies affected by these developments.

Read

Commented by Stefan Feulner on September 12th, 2023 | 07:10 CEST

Trend-setting developments at Covestro, Cardiol Therapeutics and 2G Energy AG

  • Biotechnology
  • Energy
  • Innovations

The holiday season is drawing to a close. By Tuesday at the latest, when the last German state concludes its school holidays, every investment banker will be back at their screens, closely monitoring the most exciting events on the markets. Despite the summer lull, there have been many impactful events, especially in second-tier companies, which could significantly impact share prices in the near future.

Read

Commented by André Will-Laudien on September 11th, 2023 | 07:30 CEST

The next steps towards cannabis THC legalization are underway! Canopy, Tilray and BioNTech are taking the lead, and Cantourage Group is experiencing dynamic growth

  • Cannabis
  • Biotechnology

Cannabis has been decriminalized in some countries but legalized in only a few states. In the US, cannabis is fully legalized in states such as California but outright banned in others such as Texas. While medical use is slowly catching on, the use as an intoxicant and cultivation for personal use remains controversial. Stronger momentum could be sparked by the US Department of Health and Human Services (HHS). The authorities are open to a downgrading of the degree of danger in the categorization of the US Drug Enforcement Administration (DEA). We are talking about two steps from Schedule I to Schedule III, which no longer puts THC on a par with common drugs such as heroin, ecstasy or LSD but classifies them as substances with comparatively little psychological dependence. That would be a revolutionary step. Which stocks can benefit?

Read

Commented by Stefan Feulner on September 8th, 2023 | 07:00 CEST

Meeting climate goals in conflict: Who benefits from China's raw materials dominance? Rheinmetall, Defense Metals, BYD

  • Mining
  • RareEarths
  • Electromobility
  • armaments

In the ambitious pursuit to meet climate targets, both political and economic players are taking a risky step. The rapid shift away from fossil fuels in favor of alternative energy sources is leading to a marked increase in the consumption of metallic raw materials that are essential for building renewable and energy-efficient systems. In particular, copper, cobalt, nickel and rare earths, whose imports come mainly from China, are experiencing rising demand. Moreover, with the outbreak of the conflict in Ukraine, the defense industry's interest in these resources is intensifying. Producers of critical metals outside of China could emerge as winners in this development.

Read

Commented by Stefan Feulner on September 7th, 2023 | 08:00 CEST

Biotech with tailwind - Newron Pharmaceuticals, Defence Therapeutics, BioNTech

  • Biotechnology
  • Pharma

There is a lot of activity in the biotechnology sector, even though the broadly diversified Nasdaq Biotech Index reflects this with a performance of only 1% since the beginning of the year. In addition to the increasing number of acquisitions by Big Pharma, promising technologies from second-tier companies are performing extremely well. Furthermore, the surging COVID-19 statistics are instilling hope in vaccine producers as they aim to revive their slumping sales.

Read

Commented by André Will-Laudien on September 6th, 2023 | 10:10 CEST

Attention gold breakout, sell AI stocks? NVIDIA, Globex Mining, and JinkoSolar - these stocks are calling for a party!

  • Mining
  • Gold
  • AI
  • Solar

Artificial intelligence (AI) stocks have recently seen gains of up to 500%. Fund managers worldwide jumped on the new megatrend, but now many investors are wondering what is next! We do not want to deny the revolutionary AI trends; they will dramatically change many things. But do these disruptive trends justify price-turnover ratios of over 40? NVIDIA, the main protagonist, recently managed to increase its market value to over USD 1 trillion. Yet, the Company only achieved sales of USD 26.9 billion in the last fiscal year, with profits falling by as much as 44%. This feels like an exaggeration that is probably not yet widely perceived. We take a deeper look.

Read

Commented by Fabian Lorenz on September 6th, 2023 | 10:00 CEST

Hydrogen losing, oil stocks gaining: Plug Power, Shell and Cashflow Monster Saturn Oil + Gas

  • Mining
  • Oil
  • renewableenergies
  • Energy

Hydrogen is considered the future, but is it too early for pure-play stocks to enter? Companies like Plug Power and Nel are expected to continue posting substantial losses for the foreseeable future. Both are valued in the billions, and both will likely have to carry out a capital increase before they reach break-even. By contrast, oil companies are earning brilliantly. Shell prioritizes margin over revenue, which is winning over analysts. Similarly, Cashflow Monster Saturn Oil & Gas is receiving praise from analysts. Their performance in the second quarter was slightly above analysts' expectations. Will the Canadians soon pay a monster dividend?

Read

Commented by Nico Popp on September 6th, 2023 | 09:00 CEST

Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials

  • Technology
  • Electromobility
  • Batteries

The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.

Read

Commented by Armin Schulz on September 6th, 2023 | 08:00 CEST

BioNTech, Cardiol Therapeutics, Bayer - Tiger mosquitoes, and rising Corona numbers bring biotech back in focus

  • Biotechnology
  • Cancer
  • Covid19

Corona infections are already rising, even though autumn has not even begun. Hospitals are already fearing a high burden during the winter. Gerald Gaß, the Chairman of the Board of the German Hospital Federation, advised high-risk patients, their close contacts and healthcare workers to keep their flu and COVID-19 vaccinations up to date. Due to constant stress triggered by crises and workload-related pressures, the number of heart patients have also increased in recent years. At the end of August, entire neighborhoods and streets in Paris were closed off to spray insecticides against tiger mosquitoes, which spread diseases like dengue and Zika viruses, among others. This is reason enough for us to examine three companies fighting these threats.

Read

Commented by Stefan Feulner on September 6th, 2023 | 07:30 CEST

Cannabis stocks showing signs of life - Aurora Cannabis, Cantourage Group, Canopy Growth

  • Cannabis
  • Growth

In recent years, the once-hyped cannabis industry was considered a true capital destroyer. Even market leaders like Aurora Cannabis, Tilray, or Canopy Growth saw their stock values plummet by more than 90% at their peak. A letter from the US Department of Health and Human Services has sparked the first signs of a potential revival, which could eventually lead to a sustainable bottoming out in the long run.

Read