Comments
Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST
New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?
With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?
Read
Commented by Stefan Feulner on October 1st, 2024 | 07:00 CEST
Mutares, 123fahrschule, Porsche SE – Incisive news
After the attack by US short seller Gotham City, the holding company Mutares is struggling to regain its footing while the battered share price continues to search in vain for a bottom. Less surprising, given that the crisis in the German automotive industry has already been discussed at length in the press of late, was Volkswagen's sales and profit warning. In contrast, decisions could be made within about two weeks that may reshape a billion-dollar market, potentially benefiting a disruptive technology company disproportionately.
Read
Commented by Stefan Feulner on September 27th, 2024 | 07:20 CEST
Almonty Industries, PowerCell Sweden, Nordex – It is all happening in quick succession
The FED's interest rate cut and announcements of further easing of monetary policy are giving the indices additional momentum. The German-leading index DAX, the Dow Jones, and the S&P 500 continue to jump from high to high. In contrast, companies in the hydrogen fuel cell sector are more than 90% away from their historical record highs. However, several companies are currently forming a sustainable bottom that could lead to a sharp rebound.
Read
Commented by Armin Schulz on September 27th, 2024 | 07:15 CEST
Barrick Gold, Desert Gold, Commerzbank – Falling interest rates drive the price of gold
Recently, the price of gold reached record highs as interest rates continue to fall worldwide. This economic trend reflects deeper uncertainties and adjustments in global fiscal policy. A record high in gold often indicates that investors seek refuge in supposedly safe investments in times of economic turmoil and rising inflation. At the same time, falling interest rates represent central banks' efforts to stimulate economic growth and encourage investment. This dynamic interaction between the gold price and interest rates raises many questions about the long-term economic prospects. Therefore, today, we are looking at two gold companies and will examine the interest-sensitive Commerzbank.
Read
Commented by Fabian Lorenz on September 27th, 2024 | 07:10 CEST
Better than Plug Power? Stocks of Siemens Energy and Altech Advanced Materials are taking off!
Are there new stars in the energy transition? Plug Power and Nel have likely squandered their status in recent years. Both companies are unable to get a grip on their losses, and growth is weakening. Now, Plug Power is trying a new approach. In contrast, Altech Advanced Materials is just getting started. The stock of the German battery hopeful gained 20% in the past week alone. The reason: the marketing of the revolutionary solid-state battery is picking up speed. The Altech battery is expected to solve a critical problem for renewable energy and holds billion-dollar potential. After the strong performance in the current year, does the Siemens Energy share still have potential? Will it reach a new annual high with its old CEO?
Read
Commented by Juliane Zielonka on September 27th, 2024 | 07:05 CEST
Volkswagen, First Hydrogen, Lufthansa – Future Technologies for Transport in Focus
The monumental task required to convert entire industries to renewable energies is clearly taking shape. This week, the who's who of the German automotive industry came together for a virtual auto summit. Volkswagen is sticking with hybrids, while politicians want to make the e-vehicle more appealing to citizens. However, the proper infrastructure is lacking. The future could look quite different for the hydrogen market. First Hydrogen is a commercial vehicle supplier that wants to revolutionize the logistics industry with its hydrogen van. The outstanding range of the so-called FCEV, reaching 650 km with only one refuelling, demonstrates that this technology can be far more promising than battery-electric vehicles. Lufthansa customers are realizing that environmental protection costs money. On the one hand, the Company wants to charge fuel surcharges in the freight business, and on the other hand, flight connections are to be reduced in order to withstand the price war with competitors. We provide the details.
Read
Commented by André Will-Laudien on September 27th, 2024 | 07:00 CEST
150% turnaround likely! TUI, Saturn Oil + Gas, Plug Power, Novo Nordisk, and Evotec in focus
With the FED's latest interest rate cut, the way is paved for higher prices. In addition to the main performers, investors are increasingly turning their attention to equities that have so far seen little appreciation. The key question here is when the fundamentals will ultimately improve. This could then ensure that the analysts' bias finally turns and positive assessments are possible again. TUI, Evotec, and Plug Power are currently at very interesting points, while Saturn Oil & Gas is delivering results consistently and is now being recognized by institutional investors. Where are the opportunities for investors?
Read
Commented by Juliane Zielonka on September 25th, 2024 | 07:15 CEST
PayPal, BlockchainK2, Rheinmetall: Technology pioneers in fintech, SaaS and air defense
Exciting collaborations with growth potential are currently emerging in the tech sector. Under the leadership of new CEO Alex Chriss, PayPal has entered into a partnership with Amazon's "Buy with Prime," thereby achieving a reach booster. BlockchainK2 is revolutionizing the venture capital sector as a holding company: by investing in an advanced SaaS platform for investments, BlockchainK2 could pave the way for rapid value creation in the VC space. The technology has the potential to optimize investment processes, reminiscent of the rapid increase in the value of eBay, which provided VC Benchmark Capital with a 100,000% return in just two years. Rheinmetall is setting new standards in defense technology. Its collaboration with MBDA Germany to develop maritime laser defense systems shows how the Company is applying cutting-edge technologies to security. We take a look at the details.
Read
Commented by André Will-Laudien on September 25th, 2024 | 07:00 CEST
The biotech rally of the century is on the horizon! 150% returns with BioNTech, Pfizer, Nyxoah, Bayer, or Evotec?
The stock market keeps climbing, and now it is moving even faster with a double-whammy interest rate cut from the Fed! In a surprising move, the US Federal Reserve pulls a 0.5% rate cut from its magic hat, boosting market sentiment. Now, it is certain that life will continue in the biotech sector. However, selecting the right stocks remains challenging. With a medium-term focus, paying attention to management quality is important because the recent price declines were too high in some cases. However, some research approaches promise a better future. BioNTech, Pfizer, and Bayer have already bottomed out. Nyxoah and Evotec are now showing the first signs of breaking out after a period of consolidation. What is the short-term outlook?
Read
Commented by Fabian Lorenz on September 24th, 2024 | 07:30 CEST
Boom in gold and travel: Barrick Gold CEO warns! TUI focuses on luxury! Globex Mining share with catch-up potential!
The gold price is receiving new momentum due to falling interest rates in the US. The takeover merry-go-round is also turning, but the Barrick Gold CEO is warning. Investors should keep an eye on developments in 2010. The Globex Mining share has a lot of catch-up potential. The business of the mining incubator is de-risked and around half of the projects are in the precious metals sector. Meanwhile, business is booming at TUI. Among other things, the Company plans to grow more strongly in the luxury segment. Nevertheless, investors and analysts do not seem convinced by the stock. Is this justified?
Read