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Commented by André Will-Laudien on January 23rd, 2025 | 07:45 CET
Trump is back! NATO rearmament with Rheinmetall, Renk, Hensoldt and Nova Pacific Metals
After a grand inauguration night, the 47th US President Donald Trump is diving straight into government business. The first decrees include an exit from the WHO and the Paris Climate Agreement. At the same time, he repeated his demand that NATO countries drastically increase their investment budgets if they expect to continue to be protected by the US. What this could mean for the planet is alarming. For the stock market, this means getting out of Greentech stocks and into high-tech and defense for the time being. Strategic metals are also coming back into focus because nothing will move forward without them. Where can investors still make a return now?
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Commented by Juliane Zielonka on January 23rd, 2025 | 07:00 CET
F3 Uranium, Plug Power, RWE - Opportunities and challenges from Trump's energy emergency
The election of Donald J. Trump as the 47th President of the United States is already having an impact on global energy policy and its players. Shortly after taking office, Trump declared a "National Energy Emergency" to secure the country's energy supply and reduce reliance on foreign energy companies. This presents a new opportunity for the Canadian explorer company F3 Uranium to accelerate its uranium exploration in Canada, as relaxed environmental regulations can speed up approval procedures. With 95 nuclear power plants, the US is an ideal consumer of the valuable raw material. Hydrogen expert Plug Power, on the other hand, has already seen its share price fall on the stock market. Just two days before Trump's inauguration, the Company secured a multi-billion-dollar loan guarantee under former President Biden for the expansion of its hydrogen facilities. The German energy company RWE appears largely unfazed by the change of government. Analysts at Deutsche Bank remain optimistic about the stock's growth potential, noting that existing wind farm projects seem unaffected by the energy emergency. We look at what the current developments mean for investors.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by Armin Schulz on January 22nd, 2025 | 07:00 CET
Evotec, Vidac Pharma, BioNTech – Profiting from the fight against cancer
It has been clear for some time that cancer can affect anyone, and not just since King Charles and Princess Kate made their battles with cancer public. The market is growing, and today, revenues in this area are already in the billions. This is driven by an aging population and increasingly unhealthy lifestyles. The margins for manufacturers of cancer drugs are often in the high double-digit percentage range. It is no wonder that companies are focusing on the fight against cancer. Developing a medication that reliably defeats the disease could result in a genuine blockbuster. In 2023, around USD 223 billion was spent on cancer drugs worldwide. We are looking at three companies striving to cure cancer and claim their share of this lucrative market.
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Commented by Stefan Feulner on January 21st, 2025 | 08:30 CET
Rheinmetall, ARI Motors, Volkswagen – Trump sets the course
The inauguration of the 45th and 47th President of the United States is currently overshadowing everything else. In the run-up to the event, the leading German index, DAX and the leading cryptocurrency, Bitcoin, reached new all-time highs. However, uncertainty is growing regarding which industries will be among the so-called "Trump Trades" and which can expect less support from the US government. One thing is certain: market volatility is unlikely to decrease anytime soon.
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Commented by Fabian Lorenz on January 21st, 2025 | 08:20 CET
Stock market driven by Donald Trump: Renk, Bitcoin, Barrick Gold, First Nordic Metals
Since yesterday, Donald Trump is again US president. And the Trump Trades such as Bitcoin, gold and defense continue to rise. The US president's own meme coin caused a stir over the weekend. At the same time, gold is setting its sights on an all-time high. The stocks in the sector should also benefit from this. Barrick Gold was one of the disappointments in 2024. Will the gold giant now start a new buying wave in the industry? New impetus could come in February. First Nordic Metals might be interesting for one of the large gold producers. The Company has exciting projects in Scandinavia and is implementing an extensive drilling program in 2025. The stock is cheap. At the turn of the year, investors likely also found Renk's stock too cheap. After a disappointing performance in 2024, the share price picked up in the new year. Analysts see further upside potential.
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Commented by Armin Schulz on January 21st, 2025 | 07:30 CET
Bayer awakened! BioNxt Solutions, Novo Nordisk – Invest in tomorrow's winners today
The economy is at a turning point, as the rapid advancements in artificial intelligence are enabling technological innovations that set new benchmarks. Revolutionary developments are emerging, particularly in the pharmaceutical industry, medical technology, and biotechnology. These sectors not only unlock groundbreaking medical possibilities but also offer significant economic growth potential. Investors who move in early to disruptive technologies or dynamic growth industries can count on attractive returns. But which players are dominating this wave of innovation? And how can you, as an investor, benefit strategically? A closer look is worthwhile.
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Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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Commented by Juliane Zielonka on January 20th, 2025 | 15:50 CET
D-Wave, European Lithium, BYD – Silicon Valley, the Alps, China: The tech axis of the future
The digital revolution is advancing in quantum leaps: the Silicon Valley company D-Wave is accelerating conventional computing processes by a factor of 2,000 with its groundbreaking quantum computing technology. Analysts predict that its share price will double this year. The Austrian company European Lithium is profiting from the unbroken demand for the same raw material. With its property in beautiful Carinthia, the exploration and mining company has the potential to take the lead among European lithium producers. Automaker BMW is already on board, having invested millions. Analysts predict a growth of 500% for European Lithium shares. In this phase of transformation, shifts in power are also becoming apparent: BYD, originally a battery manufacturer and now China's largest electric vehicle producer, plans to take over two German Volkswagen plants – a symbolic turning point in European industrial history. Where are the best opportunities for investors?
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Commented by Stefan Feulner on January 20th, 2025 | 07:30 CET
Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential
From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.
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