Defense
Commented by Fabian Lorenz on April 9th, 2025 | 07:10 CEST
TAKEOVER and BUY RECOMMENDATION! Deutz, TUI, and 123fahrschule - Over 200% upside potential!
Analysts see upside potential of over 200% for the 123fahrschule share. With a digital business model, the Company is currently disrupting a traditional industry. After moving into the profit zone in 2024, earnings are now expected to rise sharply. In addition, the Company's business focus on Germany sets it apart positively from the geopolitical issues. The situation is different for TUI. Analysts are concerned that deglobalization could have a noticeable negative impact on the tourism group's business. In contrast, Deutz is benefiting from rising defense spending. The Cologne-based company is not resting on its laurels but is strengthening its e-mobility business through an acquisition. The new technology is also to be used in the military sector in the future.
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Commented by Fabian Lorenz on April 8th, 2025 | 07:00 CEST
Winners in the tariff quake: Renk, Nel ASA, Almonty – China attacks US defense industry
The tariff quake on the stock markets continued yesterday. For companies like Nike and the German automotive industry, the extent of the consequences is still unclear. However, there may also be winners. Tungsten producer Almonty emphasized yesterday that its defense-critical raw material is exempt from tariffs. In addition, China is tightening its controls on the export of critical raw materials. This makes Almonty shares even more attractive. Is a NASDAQ listing the next surprise? The effects of the tariffs are also likely to be manageable for RENK. The transmission manufacturer for tanks and other military vehicles has excellent business prospects here in Europe. The share was again recommended as a "Buy". Hydrogen could also benefit, as it helps diversify Europe's energy supply. Can Nel ASA benefit from this? A study shows that more investment in electrolysis capacity is needed in Europe.
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Commented by André Will-Laudien on April 7th, 2025 | 07:00 CEST
Trump tariff crash – Now is the time to pick the cherries! Steyr, Mutares, naoo AG, Deutsche Bank, and Commerzbank in focus
Donald J. Trump is making the world tremble. After he read out his list of punitive tariffs of 10 to 34% in the middle of the week, the international stock markets went into free fall. The DAX, DOW, and NASDAQ corrected by over 10% and closed at a daily low on Friday. The reason: China had imposed immediate countermeasures of 34%. A nightmare for consumers worldwide. Because on top of the inflation that has already manifested itself since Corona, there is now a further surge in prices that cannot be absorbed by anything. However, it will be costly for the Americans - they import over 70% of their goods abroad. The winners could be China and Europe if a free trade agreement is now agreed and the US is simply left out in the cold. Where are the opportunities for investors?
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Commented by Fabian Lorenz on April 3rd, 2025 | 07:20 CEST
Stock set for 100% rally! Evotec, thyssenkrupp, Vidac Pharma - A golden April ahead?
Can shareholders look forward to a 100% price gain soon? If analysts have their way, this could be imminent for Evotec. However, shareholders must first mark an important date in April, as the medium-term share price performance is likely to be decided then. For Vidac Pharma, analysts see even greater upside potential, making the current price weakness an interesting entry opportunity. After all, the biotech company is making operational progress. One of the surprises of the current week is thyssenkrupp. The Company is benefiting from billions being spent in defense and infrastructure. Now, it could also benefit from Trump's tariff policies. Analysts recommend buying.
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Commented by Armin Schulz on April 2nd, 2025 | 07:10 CEST
Steyr Motors, Power Metallic Mines, BYD – From unique selling point to market leader
In the context of geopolitical tariffs and green transformation, drive technology, raw material extraction, and e-mobility are merging into key sectors. While US automotive tariffs are setting new rules from 2025, three players are driving systemic solutions: Steyr Motors, a pioneer in high-performance hybrid engines; Power Metallic Mines, which is setting ESG standards with carbon-neutral nickel; and BYD, which is dominating e-mobility through innovation. Their strategies – technological sovereignty, vertical integration, and resource-efficient ecosystems – demonstrate how the apparent contradictions between decarbonization and industrial reality can be overcome. Three companies, one mission: to shape the value chain of tomorrow.
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Commented by Armin Schulz on April 2nd, 2025 | 07:00 CEST
RENK – The armaments hype is waning. First Phosphate and Volkswagen are taking advantage of the upswing in electromobility!
The demand for armaments stocks is waning. Despite record orders for tank transmissions from the RENK Group and global security investments, the defense boom is flattening out - partly because these stocks have become fundamentally expensive. At the same time, electromobility is gathering pace: The EU predicts a 38% increase in the number of electric vehicles registered in 2025, driven by Germany's planned tax breaks and subsidies for hybrids. This surge requires raw materials to produce lithium iron phosphate batteries, which is where First Phosphate comes into play. Meanwhile, Volkswagen is currently exploring the production of military vehicles, but is also pushing into the market with new electric vehicles and charging systems. Investments for the future should flow into green technologies, not tank production.
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Commented by Fabian Lorenz on April 1st, 2025 | 07:10 CEST
Over 200% upside potential and a revenue surprise? Steyr Motors, D-Wave, and naoo shares
The current stock market phase is not for the faint-hearted. The price fluctuations of shares such as Steyr Motors, D-Wave, and social media newcomer naoo are severe. However, the latest price fluctuations also offer opportunities. Analysts see more than 200% upside potential in the Swiss technology company naoo. Driven by acquisitions, revenue and earnings are expected to rise sharply. D-Wave could surprise on the revenue side, as experts anticipate positive momentum from its latest partnership. And what is Steyr Motors doing? After the recent price fluctuations, BaFin may investigate. Major shareholder Mutares is also under scrutiny.
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Commented by Fabian Lorenz on March 31st, 2025 | 07:20 CEST
300% price rocket or hydrogen high flyer! Renk, Nel ASA, and dynaCERT
Another 30% upside with Renk shares? Analysts believe the defense company has room to grow. However, they are largely alone in this view, and the share price has already performed well. The situation is different for dynaCERT. The cleantech company is recommended as a "Buy" with 300% upside potential. With a German top management team, revenue is expected to multiply in the coming years, making the stock look like a bargain at current levels. Meanwhile, the Nel share appears cheap on the surface. However, the euphoria over Samsung's entry was short-lived, and a potential military order has failed to spark momentum. Was the market reaction justified?
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Commented by Juliane Zielonka on March 28th, 2025 | 07:00 CET
Tariffs and Markets – Where investors should strike now with Power Metallic Mines, Steyr, and Vonovia
The new US tariffs on cars and goods have become a reality this week, and the markets are reacting with uncertainty: Companies like Power Metallic Mines, Steyr Motors, and Vonovia are in focus – their share prices are responding differently. This moment offers opportunities for investors. The Canadian junior explorer Power Metallic Mines offers long-term investors an exciting field of copper, gold, and valuable battery metals. Steyr Motors shines as a stable growth stock with a EUR 200 million order backlog in the defense sector, despite a price scandal. Vonovia attracts those seeking stability with a 4.2% dividend yield. However, the real estate crisis continues to erode the Company's fundamentals. Market sentiment is tense. The tariffs are testing the resilience of these companies – how they react could set the tone for the coming weeks.
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Commented by André Will-Laudien on March 27th, 2025 | 07:20 CET
Big Short on defense? Long in gold! Caution with Renk, Deutz, and Airbus - Revaluation for Desert Gold imminent
After a record quarter on the stock markets, caution is now called for. Inflation remains stubbornly high, and the growing national debt is fueling the rising prices. This will worsen the situation for growth stocks, particularly, as hopes of interest rate cuts look bleak in the short term. Defense stocks have soared on the back of the government's trillion-dollar check, with heavenly balance sheet figures expected for them in the future. In the short term, however, they have already priced in the year 2030 in their share prices, which will result in a slowdown in the current 2025. In this environment, gold can no longer be held back because when currencies offer less and less purchasing power, precious metals are in demand. We take a critical view of Renk, Steyr, and Airbus. For Desert Gold, the boosters should ignite soon!
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