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Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
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Commented by Armin Schulz on February 4th, 2025 | 07:10 CET
Siemens Energy, XXIX Metal, Volkswagen – Is the energy transition in danger due to US tariffs?
The euro is falling, mainly due to the recent interest rate cut by the ECB. This puts the interest rate difference at around 1.5%. At the same time, a trade war is looming due to the new US tariff policy. After America raised tariffs on imports from Canada to 25% and on energy to 10%, Justin Trudeau, in turn, raised tariffs by 25%. In addition, measures in the raw materials and energy sectors are being considered. For example, refineries may no longer process US oil. The Canadians supply 85% of their copper to the US. If supplies were to be stopped, this would potentially drive up copper prices and, at the same time, jeopardize the energy transition.
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Commented by Stefan Feulner on February 3rd, 2025 | 07:10 CET
Alibaba, Credissential, ASML – Profiteers and losers of the AI quake
Last week, the new Chinese chatbot DeepSeek caused the stock markets, particularly semiconductor stocks, to falter. Chip giant Nvidia lost 17% of its market value in one day and almost USD 600 billion in market capitalization. Whether DeepSeek can truly follow in the footsteps of ChatGPT after the initial euphoria is questionable. However, new models are coming to market that could steal market share from the established players in the future.
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Commented by Juliane Zielonka on February 3rd, 2025 | 07:00 CET
Apple, First Nordic Metals, Barrick Gold - Technology sector meets commodity markets in transition
The global economy is showing its dynamic side at the beginning of 2025. Apple presents strong quarterly figures with record revenue of USD 124.3 billion. The Services division, in particular, stands out with a growth of 14% to USD 26.34 billion. First Nordic Metals Corporation offers high gold exploration potential thanks to its properties in the Scandinavian countries of Sweden and Finland. In Mali, West Africa, on the other hand, the leading gold producer, Barrick Gold, is facing further difficulties with the Malian government. This geopolitical development highlights the shift towards raw material projects in politically stable regions, which also offer a significant tax advantage.
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Commented by Fabian Lorenz on February 3rd, 2025 | 06:50 CET
Renk, Hensoldt, Newmont, Benton Resources: New RECORDS for gold and defense stocks
Will Hensoldt and Renk step out of Rheinmetall's shadow in 2025? At least both defense stocks have started the new year strongly. Analysts see significant price potential for Renk. Is there room for another 50%? Hensoldt could benefit from problems at Continental and Bosch. Both want to lay off employees, and plant closures are also possible. Hensoldt sees an opportunity to attract sought-after specialists. Even the gold price is unstoppable. But the big producers are hardly being sought, do Newmont and especially Barrick Gold have to invest more in takeovers again? How about Benton Resources? The Company is developing an exciting copper-gold project in Canada. Ongoing drilling programs offer upside potential.
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Commented by Juliane Zielonka on January 31st, 2025 | 06:55 CET
Vidac Pharma, Bayer AG, Novo Nordisk: Three companies that will shape the pharmaceutical landscape in 2025
The pharmaceutical industry is again demonstrating its market power between innovation and risk: Vidac Pharma reports a milestone in colorectal cancer therapy with VDA1275. The combination of the active ingredient with a chemotherapeutic agent achieves a 38.9% tumor reduction in preclinical studies. This synergy effect raises hope for gentler chemotherapy treatments and more innovative approaches. Bayer AG is making waves at the JP Morgan Health Conference with its pharmaceutical pipeline: the prostate cancer drug Nubeqa™ achieves blockbuster status with revenue of EUR 1 billion. In women's health, the first non-hormonal therapy for menopausal symptoms is expected to reach the US market as early as 2025. Novo Nordisk, on the other hand, is threatened with a class-action lawsuit in the billion-dollar market for obesity drugs: the REDEFINE-1 study on the promising drug CagriSema revealed weaknesses in the study design. After the results were made public, the share price fell by 18%. While Vidac Pharma and Bayer impress with precise study results, the Novo Nordisk case shows the fragility of methodological fuzziness. The details.
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Commented by Armin Schulz on January 30th, 2025 | 07:20 CET
Barrick Gold, First Nordic Metals, Commerzbank – The gold rally is fueled by falling interest rates
The gold price is once again on track for a new all-time high. A number of factors suggest that the rally will continue. The FED is expected to cut interest rates twice this year, central banks have been buying significantly more gold since 2022, and geopolitical tensions are fueling increased interest in the precious metal. In addition, Trump's policies could drive up inflation again in the long term, which would put the USD under pressure. This would also help the gold price. However, it remains to be seen whether the US central bank would actually cut interest rates twice. We are therefore looking at 2 gold companies and analyzing Commerzbank, for which the interest rate environment is very important.
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Commented by Juliane Zielonka on January 30th, 2025 | 07:10 CET
D-Wave, Power Nickel, Amazon - Copper as a key raw material for the technological revolution
The increasing demand for copper for new technologies such as quantum computers, power grids, and solar system expansion is putting pressure on the global raw materials market. D-Wave, a pioneer in quantum computing, requires copper for its highly complex systems. With fresh capital of USD 150 million, the Palo Alto-based company is continuing its growth strategy. In the immediate vicinity, the Canadian raw materials company Power Nickel is tapping into promising copper and precious metal deposits with its NISK project. The ongoing boom in raw materials is ideal for Power Nickel. The current drilling is delivering promising results from a nickel-copper-cobalt-PGE deposit and a high-grade copper-precious metal zone. Amazon, in turn, is pushing ahead with its zero-emissions strategy with its 58-MW solar projects in Japan. Here, too, copper plays a key role in the construction of the solar plants. The economic sustainability of individual countries depends heavily on their available raw material resources and suppliers. Three companies exemplify how copper is becoming the strategic metal of the digital transformation.
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Commented by Fabian Lorenz on January 30th, 2025 | 07:00 CET
Nel ASA, Siemens Energy, F3 Uranium: Up to 100% upside potential or DeepSeek disaster?
The DeepSeek quake has also shaken the shares of Germany's Siemens Energy. In response, numerous analysts have spoken out. Opinions on the upside target price differ widely. Could the share price halve despite strong operating performance? By contrast, analysts see an upside potential of over 100% for F3 Uranium. The Company offers one of the greatest opportunities among uranium explorers. F3 is active in one of the world's most promising uranium areas; the resource is already highly valued, and the takeover fantasy is increasing. In contrast, Nel currently offers little upside potential. One piece of bad news follows another. The latest investment should also not be viewed positively. New lows are looming.
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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
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