Defense
Commented by Armin Schulz on December 3rd, 2024 | 07:20 CET
Deutsche Telekom, Saturn Oil + Gas, and Rheinmetall – Succeeding despite the economic crisis!
While geopolitical tensions, high inflation rates, and economic uncertainties are shaking markets worldwide, some companies are defying the adverse conditions and demonstrating impressive growth. How do these companies manage to hold their ground in a seemingly constant storm and even increase their revenues and profits? Is it smart strategies, bold innovations, or simply adaptability that set them apart from the competition? This article takes a look at the success factors of three companies that are emerging as winners despite the most challenging of conditions.
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Commented by Fabian Lorenz on December 2nd, 2024 | 07:30 CET
Almost 200% upside potential! Plug Power, Renk, and F3 Uranium!
Uranium stocks from North America are likely to have a strong year in 2025. Russia and the US have imposed mutual export and import bans. At the same time, the US wants to triple its nuclear energy capacity. As a result, analysts see almost 200% upside potential for the Canadian uranium explorer F3 Uranium. The majority of experts also expect Renk's share price to rise. However, its performance this year is well behind that of Rheinmetall and Hensoldt. Plug Power is also likely to be among the disappointments of the year. However, JPMorgan believes the hydrogen company is well positioned and includes it in its list of top sustainability picks for 2025. Rightly so?
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Commented by Juliane Zielonka on November 28th, 2024 | 07:00 CET
Thunder Gold Corp., Amazon, Rheinmetall - Record values for gold, AI and armaments
The technology landscape and the commodities sector are currently showing their most dynamic side. Thunder Gold Corporation is delivering exceptional exploration results in Ontario, Canada. The reported gold grades of 9.12 g/t Au over 12.66 m are not only the strongest in the project's history, but they also indicate a potentially large gold deposit. The project's strategic location, with direct access to important infrastructure, further enhances the potential of this area. Amazon is making a technological breakthrough in the highly competitive AI chip market. With its new Trainium 2 processor, the tech giant is taking a direct shot at market leader Nvidia. The promised fourfold increase in computing power at a significantly lower cost could fundamentally change the balance of power in this billion-dollar market. Rheinmetall is also continuing its growth course. Deutsche Bank is significantly raising its estimate and the target price to EUR 700. The Düsseldorf-based company, which wants to double its sales to EUR 20 billion by 2027, is benefiting from a new major order from Canada worth EUR 215 million.
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Commented by Stefan Feulner on November 25th, 2024 | 07:10 CET
Rheinmetall, ARI Motors, C3.ai – Groundbreaking news
Despite the geopolitical uncertainties, the leading indices, DAX and Dow Jones, were able to hold their own again and recover from the lows of the previous week. There were also positive signals regarding the numbers season. Chip giant Nvidia, for example, exceeded analysts' estimates for both revenue and earnings and once again reached a historic high. Additionally, fundamental reports from second-tier companies could significantly influence share prices in the near future.
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Commented by André Will-Laudien on November 20th, 2024 | 08:25 CET
Missiles for Russia! Returns lurk at thyssenkrupp, Rheinmetall, Almonty, Renk and Hensoldt?
Western missiles for Russia! A new escalation in the Ukraine conflict hits the trading floors of the stock markets, leading to significant losses for the DAX - dropping 400 points in just 24 hours. Portfolios now have to be quickly restructured as armaments are back in demand again. In addition, critical metals are also gaining traction because special elements such as tungsten are also needed to harden ammunition and military equipment. Those who pivot their portfolios swiftly could benefit from rapid revaluations.
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Commented by Fabian Lorenz on November 18th, 2024 | 07:00 CET
Takeover speculation and momentum: BioNTech, Rheinmetall, Vidac Pharma
BioNTech aims to strengthen its cancer-fighting pipeline by acquiring the Chinese biotech firm Biotheus. The Mainz-based company is laying out up to USD 950 million for the company, which specializes in the development of therapies for cancer and autoimmune diseases. This is the latest example of takeovers in the cancer sector. Vidac Pharma, with a market capitalization of just over EUR 30 million, appears to be favorably valued. Analysts share this view, as Vidac is working on a revolutionary cancer therapy. While Vidac's share price jumped in the second half of the year, Rheinmetall consolidated. Will the defense stock be able to break out with the tailwind from Trump?
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Commented by Stefan Feulner on November 12th, 2024 | 07:45 CET
Rheinmetall, 123fahrschule, Freenet – On the verge of a further upward surge
The traffic light is red, and the coalition government formed by the SPD, FDP and the Greens has failed. What remains behind is an ever-weaker economy. Irrespective of this, the German leading index, DAX, is moving towards its all-time high of 19,670 points after a brief dip last week due to the US election. German small-cap companies have also caused a stir in recent days and offer promising entry opportunities at the current level.
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Commented by André Will-Laudien on November 7th, 2024 | 07:45 CET
Trump triumphs! What happens now with gold, e-mobility and green tech? BYD, VW, Thunder Gold, Nel, and Plug Power in focus
The US election is over. Donald Trump is moving back into the White House. Along with a tougher stance on China, conservative voters in the US are hoping for a greater focus on their own country. America needs a complete renewal of its infrastructure and will push ahead with armaments, so commodities of all kinds will come into focus. For Europe, the degree of responsibility for its own affairs will increase significantly, and the development of stable supply chains is imperative. Trump supports Bitcoin, so gold may have to give up some of its recent gains. What are the yield or loss drivers for investors now? After the election, investors should separate the wheat from the chaff to ensure their portfolios are properly positioned.
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Commented by Fabian Lorenz on October 30th, 2024 | 07:30 CET
Share about to jump? Rheinmetall, JinkoSolar, Almonty Industries
The German government has allocated EUR 1 billion for a new raw materials fund. This will enable the KfW to participate in mining projects in Germany and abroad and secure Germany's supply of critical raw materials. To reduce dependence on China and Russia for tungsten, the state bank provided millions to Almonty Industries a few years ago. The mine in South Korea is nearing completion, prompting a revaluation of the stock. Rheinmetall's recent revaluation showcases the potential for significant stock price increases. Could Almonty be next? Meanwhile, JinkoSolar's stock took a notable hit yesterday, continuing its volatility. What lies ahead?
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Commented by Stefan Feulner on October 23rd, 2024 | 07:00 CEST
Smartbroker Holding, First Hydrogen, Hensoldt - 3 Rebounders for the year-end sprint
The year 2024, a successful year on the stock market so far, is already in the home stretch. In particular, major indices such as the DAX, S&P 500, and Dow Jones have reached new historic highs and appear overbought at current levels. By contrast, opportunities are offered by the second tier of small and mid-caps, which are attracting attention with a successful turnaround story. Investors could seize the opportunity and switch from value to growth, as many undervalued gems are currently in play.
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