Comments
Commented by Fabian Lorenz on May 30th, 2024 | 07:30 CEST
Takeover fever? Nel, Super Micro Computer, Kraken Energy
In the slipstream of Nvidia, the Super Micro Computer share is heading back towards an all-time high. The temporary dip following the strong quarterly figures - which fell short of even higher expectations - has ended, and the share is targeting the USD 1,000 mark. Energy producers are increasingly under the spotlight as the AI boom is set to surge energy demand. The billion-dollar takeover of Atlantica Sustainable Infrastructure by the private equity company Energy Capital Partners is currently underway. It is evident that some of the energy demand will have to be met by nuclear energy, benefiting companies like Kraken Energy, which is developing new uranium deposits in the US. Additionally, takeover speculation has recently driven up Nel ASA's share price, but is the rally already over?
Read
Commented by Juliane Zielonka on May 30th, 2024 | 07:15 CEST
dynaCERT, Mercedes-Benz, Amazon - German Engineering: technological transformations in focus
Entrepreneurs like the founders of dynaCERT are creating solutions for a cleaner environment. With a hydrogen-based bridging technology specifically for diesel engines, emissions can be reduced while maintaining the same level of efficiency. Now, the management team is being strengthened by a top-notch individual from Germany with vast experience in growth strategies. Intelligent minds are urgently needed everywhere. At Mercedes-Benz, there seems to be too much reliance on the allure of the brand and a popular model. There is hardly any other explanation for the electrification of this off-road design icon. SAP and Amazon Web Services are entering a special German-American relationship. With their joint venture, they are bringing generative AI to companies, thereby increasing productivity. Three solutions from three companies, with a focus on German expertise.
Read
Commented by André Will-Laudien on May 30th, 2024 | 07:00 CEST
Already up 180% in 2024 - Who offers more? BioNTech, Bayer, Cardiol Therapeutics, or Evotec?
For investors in the biotech sector, 2024 has been a very rocky year. Everyone is waiting for the big breakthrough, which has yet to appear. In a sector where there is no longer a pandemic and cancer research is still stuck, selection has become very important. Complicating matters is the investor-unfriendly capital market interest rate, with hopes resting on support from central banks quarter by quarter. This makes it all the more important to identify and follow the most innovative business models. BioNTech does not currently have a blockbuster but still has a good EUR 17 billion in its coffers. Pharmaceutical giant Bayer has seen its share price drop to a fifth of its 2019 value, and Evotec also resembles a disaster. Cardiol Therapeutics has performed well so far - what is next for them?
Read
Commented by Armin Schulz on May 29th, 2024 | 07:15 CEST
Super Micro Computer, Almonty Industries, Nel ASA - Which shares still have potential?
In the dynamic world of the stock market, investors are always on the lookout for shares with significant growth potential. Companies that are active in forward-looking sectors, such as artificial intelligence and hydrogen technology, are particularly exciting at the moment. Additionally, resources like tungsten are seeing increased demand due to innovations. These sectors promise innovative breakthroughs and significant market opportunities that could further increase investment potential. Which stocks have the greatest potential in these areas? We have selected one company from each sector to analyze the promising opportunities in these exciting markets in more detail.
Read
Commented by Fabian Lorenz on May 29th, 2024 | 07:00 CEST
Biotech stocks with a comeback! BioNTech, Evotec, Vidac Pharma
Avian flu has caused vaccine stocks such as BioNTech, Moderna and CureVac to soar in the past week; however, more is needed to ensure a sustainable comeback. BioNTech plans to achieve this with cancer drugs. In an interview with "Handelsblatt", BioNTech's CEO expressed his optimism about significantly reducing the mortality rate. The Mainz-based company plans to launch its first drugs on the market as early as 2026. Vidac Pharma is pursuing a revolutionary approach in the fight against cancer. The London-based biotech company has published promising study data and is being traded as a takeover candidate. And what about Evotec? The problem child of the current year has extended a partnership but continues to search for a trigger to drive its stock up.
Read
Commented by Armin Schulz on May 28th, 2024 | 07:30 CEST
BYD, First Hydrogen, Deutsche Lufthansa - Mobility trends create potential
The mobility of the future will be shaped by sustainable and innovative technologies. Electric vehicles offer an environmentally friendly alternative with improved batteries and a growing charging infrastructure. Hydrogen-powered vans are particularly suitable for heavy-duty transportation thanks to their long range and quick refueling times. In aviation, engineers are working on electric and hydrogen-based propulsion systems to reduce CO2 emissions. These developments promise cleaner and more efficient mobility that improves both the environment and quality of life. We have selected one company from each sector.
Read
Commented by Stefan Feulner on May 28th, 2024 | 07:15 CEST
RWE, Desert Gold Ventures, GameStop - Stragglers in the bull market
Despite the fact that the US stock markets were closed yesterday for Memorial Day, Germany's leading index, the DAX, remained in the green. In addition to the major share indices, other asset classes, such as gold and Bitcoin, are generally in an overarching upward trend, which suggests that prices will continue to rise. Although the underlying assets are trading near their highs, companies from the relevant sectors are still far from reaching those levels.
Read
Commented by André Will-Laudien on May 28th, 2024 | 07:00 CEST
The high-tech party à la Nvidia continues! Super Micro Computer, MGI, GameStop and Alphabet in focus
Another new NASDAQ all-time high! Meanwhile, things did not look so good the day after the Nvidia figures. The market collapsed by 400 points in just 5 trading hours, but thanks to well-known protagonists, it recovered surprisingly quickly. High-tech investors are currently trading the big growth fantasy of "artificial intelligence" and are patiently waiting for an interest rate signal from the FED. Before then, there will likely be some relief from the ECB. This is because economic development in Europe is not progressing due to Germany's pronounced weakness as a business location. High inflation and the entrenched capital market interest rate are cited as obstacles. This is putting pressure on consumers' budgets. Despite all the prophecies of doom, some business models offer good growth even in challenging economic situations. We provide an insight.
Read
Commented by Stefan Feulner on May 27th, 2024 | 07:30 CEST
Rheinmetall, Saturn Oil + Gas, Canopy Growth - Financial sustainability as a return booster
Sustainability is one of the most significant issues of our time, including on the stock market. In the past, ESG-labeled investments have sprung up like mushrooms. In contrast, investments in socially and ecologically harmful sectors were avoided at the expense of returns. When looking at performance, a striking number of top performers come from sectors such as armaments, oil and gas or cannabis. Listed companies from these sectors are likely to continue their upward trend in the future.
Read
Commented by Armin Schulz on May 27th, 2024 | 07:15 CEST
Royal Helium, Rheinmetall, AMD - High-tech shares fly only with helium
On the stock market, certain sectors are in the spotlight when it comes to impressive growth rates and innovative technologies. One of these sectors is undoubtedly high-tech shares. Among the many components that are crucial to the success of these companies, there is one resource that is often overlooked but nevertheless central: helium. This inconspicuous noble gas plays an indispensable role in the manufacture and development of numerous high-tech products. From semiconductors and medical devices to defense technologies, helium enables precise and efficient processes that would otherwise be impossible. Without this valuable resource, many technological innovations would not be able to reach their full potential, and some stocks would falter.
Read