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Commented by Nico Popp on May 10th, 2023 | 09:50 CEST
These cost-cutters make you rich: BMW, Star Navigation Systems Group, Lufthansa
When the economic situation becomes more challenging, companies tighten their costs. That has always been the case. Solution providers that offer corporate customers measurable cost advantages are then in high demand. We look at three listed companies currently adjusting their cost structure and assess the prospects for their shares.
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Commented by Fabian Lorenz on May 10th, 2023 | 09:35 CEST
Panic at Plug Power: Hydrogen specialists Nel and First Hydrogen convince
Is the wheat being separated from the chaff in the hydrogen sector? This is the impression one could get in the last few weeks. First, Nel convinced with its quarterly figures. The Norwegians are finally getting a grip on their margins and are building the next gigawatt factory in the US. First Hydrogen is also investing in North America. A new site for the production of hydrogen and fuel cell commercial vehicles is to be built in Canada. Plug Power, on the other hand, has its work cut out. The US company disappointed with its quarterly figures on Monday evening. In addition, capital measures were announced. The share price fell by almost 10% in German trading yesterday.
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Commented by Armin Schulz on May 10th, 2023 | 09:20 CEST
Barrick Gold, Globex Mining, Deutsche Bank - Gold in rally mode
The turmoil in the banking industry has recently hit Western Alliance Bancorporation. With the demise of Silicon Valley Bank, the gold price gained momentum and is heading for its all-time high. The constant increase of the money supply by the central banks and the threatening insolvency of the US support the gold price just as much as the gold purchases from China. In April, China collected another 8.1 tonnes of gold, about 10 tonnes less than in the previous month. In Q1, gold purchases by central banks were at record levels. Good for gold producers and explorers. We look at two today and see if Deutsche Bank has recovered after the turmoil.
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Commented by Nico Popp on May 9th, 2023 | 09:40 CEST
Security of supply? More and more commodity deals are wobbling: Lynas Rare Earths, Power Nickel, Volkswagen
Critical raw materials, such as lithium, rare earths and nickel, are indispensable for the desired mobility and heat transition. But which companies can secure the raw materials now in demand? And which mining regions are suitable? Recently, producing countries have become more and more self-confident - reason enough for investors to turn to safe mining regions.
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Commented by Stefan Feulner on May 9th, 2023 | 09:25 CEST
The trend continues - BYD, Defense Metals, Hensoldt
In order to achieve the climate targets, both politics and business are taking a high risk. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing in order to build renewable, energy-efficient systems. In addition to copper, cobalt and nickel, the demand for rare earth metals, which have to be imported almost entirely from China, is increasing dramatically. Since the start of the Ukraine war, there has also been growing demand from the defence industry. The producers of critical metals ex-China are likely to profit from this.
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Commented by André Will-Laudien on May 9th, 2023 | 09:10 CEST
Turnaround stocks with a 300% chance do not come along every day - BASF, Defiance Silver and TUI
Whenever the stock market reaches new highs, investors look for lagging stocks. This is not so easy because a weak price performance has its reasons. But often, things are simply overlooked. We present three stocks with a good story to tell but have been left behind. BASF, Defiance Silver and TUI were conspicuously undercut. And amid all the turbulence in the financial system, silver is stealthily making its way upwards and easily overcoming the USD 25 mark. Watch out at the edge of the platform!
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Commented by Armin Schulz on May 8th, 2023 | 08:10 CEST
MorphoSys, BioNxt Solutions, Pfizer - After the pandemic is before the pandemic
No sooner has the Corona pandemic officially ended than the West Nile virus is knocking on Germany's door. According to Christian Drosten, it could spread in Germany via the mosquitoes that transmit the virus. Experts are already predicting the next pandemic, but when it will come remains uncertain. But other diseases such as cancer, malaria and antibiotic resistance are also on the rise. These diseases are exacerbated by food production and ageing populations, especially in Western industrialized nations. It is here where biotech and pharmaceutical companies are needed to alleviate people's suffering. We look at three such companies today.
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Commented by André Will-Laudien on May 8th, 2023 | 07:40 CEST
Impending financial crisis 3.0 boosts gold: Desert Gold Ventures, Deutsche Bank, Allianz - This is where the music plays!
And another double interest rate hike. First the FED, now the ECB followed suit last week, as expected. Monetary policy is trying a dangerous balancing act, as the US banking sector is tottering, and at the same time, inflation rates remain high. Now lavish wage settlements are added to the mix, and the second-round effects are on. The aggressive interest rate hikes and the collapsing real estate market have been among the factors causing stress in the banking sector. Profiteers are few and far between at the moment, but precious metals are back on the buy list. What about the prominence of the German financial industry?
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Commented by Stefan Feulner on May 8th, 2023 | 07:20 CEST
Strongly growing demand - Rheinmetall, Almonty Industries, Nio
The turn of the times and the resulting increase in military demand continue to fill the order books of defence companies worldwide. This trend will likely continue well beyond the current year due to the strategy of politicians enforcing peace with heavy weapons. Another boom that has just begun is the transformation of the transportation sector. Meeting the demand requires a significantly higher need for critical raw materials. However, the production facilities are primarily in Chinese hands. To maintain supply chains, alternatives in the Western world are fundamental.
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Commented by Nico Popp on May 8th, 2023 | 07:10 CEST
This battery technology is conquering the West: Mercedes-Benz, BYD, First Phosphate
The days when Chinese companies imitated German products and even copied them brazenly are long gone. At best, Chinese companies are still borrowing from German products in terms of design. When it comes to the technology itself, the Chinese have long been leaders - especially when it comes to batteries for electric cars. BYD, for example, has been producing lithium iron phosphate (LFP) batteries for a long time and uses them in its cars. Now the technology is spilling over into the West. We show what opportunities could arise from this.
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