Digitization
Commented by Armin Schulz on December 27th, 2024 | 07:00 CET
Barrick Gold, Thunder Gold, MicroStrategy – Precious metals and digital assets as an investment in uncertain times
In a world that feels increasingly uncertain with each passing day, gold is becoming increasingly important. The times of high interest rates are over, and with central banks even considering interest rate cuts again, many investors are turning to the shiny metal. Why? While gold does not pay interest, when the alternatives do not offer decent returns either, it suddenly becomes quite interesting.
Geopolitical crises, which seem never-ending, also play a significant role. The war in Ukraine, tensions in the Middle East – issues like these are once again making gold a hotly sought-after safe haven. Central banks, which have bought a record amount of gold in recent years, are also helping to keep the price stable. Not to mention the still tangible inflation and economic risks.
In any case, the experts agree: the current consolidation in the gold price – that is, this minor setback – is likely to be only a breather. In the long term, the trend is clearly pointing upwards. And while gold continues to have its fans, many investors are also increasingly looking towards Bitcoin and other cryptocurrencies, which are also considered a hedge in the current climate.
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Commented by André Will-Laudien on December 20th, 2024 | 07:50 CET
Christmas is fast approaching: Tesla is breaking all records – 100% with BYD, NIO, 123fahrschule or VW?
What an investment year 2024 has been! Just three days ago, the NASDAQ 100 index was up over 30%. Now, in the middle of the week, there was a strong 'one-day reversal' – the first significant weakness in months. Those who boldly invested in high-tech stocks enjoyed even larger gains, such as Nvidia soaring by 180% or Palantir Technologies surging 340%. In some sectors, however, performance was dismal. European automotive stocks, for instance, dropped an average of nearly 20%, grappling with fundamental adjustment pressures and a dramatic decline in margins. Tesla and BYD, on the other hand, demonstrated how effective stock marketing works in the automotive sector, posting gains of 82% and 39%, respectively, this year. The big question now is: what is next for 2025?
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Commented by Juliane Zielonka on December 20th, 2024 | 07:40 CET
Future technologies: How Rheinmetall, Power Nickel and Super Micro are shaping the digital revolution
Digitization is spreading rapidly across all areas of the economy – from the military to the energy transition and artificial intelligence. Rheinmetall has received a major order from the government to digitally upgrade the Bundeswehr, with EUR 2 billion allocated for this project. Junior explorers such as the Canadian company Power Nickel, which is planning the first carbon-neutral nickel mine in North America, will also benefit from this. Nickel is an essential component of electronic components and storage media. In the booming AI sector, the Company Super Micro Computer is well-positioned and plans to expand its production in Malaysia despite the threat of a Nasdaq delisting. We provide the details.
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Commented by Fabian Lorenz on December 4th, 2024 | 07:10 CET
CAUTION with Bayer! Is Evotec facing a SLUMP? 123fahrschule stock with 200% POTENTIAL?
After convincing quarterly figures, analysts have reaffirmed their "Buy" recommendations for the 123fahrschule share. The development of the operating cash flow is seen as particularly positive. Revenues and profits are expected to increase significantly in the coming years, with experts estimating the fair value of the stock to be more than 200% above the current level. Evotec remains under pressure. Following the failed acquisition, a board member is now also leaving the Company. Analysts are divided: will the share price rise to EUR 14 or fall to EUR 4? And what is Bayer doing? According to analysts, the shaken pharmaceutical and agrochemical giant is facing a challenging year ahead. Will margins fall again in 2025? Will the share price follow suit?
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Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
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Commented by Armin Schulz on November 29th, 2024 | 07:05 CET
Mercedes-Benz, 123fahrschule, BYD – Between crisis and recovery
Electromobility in Germany is in crisis, while other markets, especially China, are experiencing strong growth. In 2024, new registrations of electric vehicles in Germany have fallen by more than 26%. The reasons for this include the phasing out of state subsidies, high costs, and a limited range of affordable models. Despite this, demand for driving licenses is growing in Germany – a sign of an increasing need for individual mobility despite high costs. The Chinese market is showing enormous momentum, with electric and plug-in hybrids accounting for over 50% of the market, supported by price reductions and political incentives. We take a look at two leading vehicle manufacturers and how 123fahrschule can benefit from the driving license boom.
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Commented by André Will-Laudien on November 18th, 2024 | 07:10 CET
Uncertainty, volatility and BTC at USD 100,000? The stock checklist with BYD, VW, 123fahrschule and Mercedes
Donald Trump is moving back into the White House. Investors took the election result as an opportunity to stage a celebration on the US stock market. The major indices recorded a full 10% increase, and the US dollar strengthened significantly. Trump stands for fossil fuels, nuclear power and armaments. He dismisses climate change and the Paris Agreement and will not invest any further funds in the energy transition. This is a warning sign for the European economy because local governments are pursuing a "net zero" target for 2045, and their efforts are globally losing ground. High costs are squeezing the margins of local corporations, whereas US companies and Asian firms are doing brilliantly. For investors, there are many opportunities and timing is more important than ever. We have done the math.
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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 Juliane Zielonka on November 6th, 2024 | 07:10 CET
123fahrschule, Intel, Mercedes-Benz - Between disruption and evolution: New business models in focus
Companies in Germany and the US are undergoing a profound transformation: Traditional business models are being digitally transformed, and established market leaders must defend their positions. As Germany's largest driving school chain, 123fahrschule SE is revolutionizing a EUR 2.75 billion market through digitalization and driving simulator technology. From 2025, 50% of theory lessons can be done online - a turning point for the industry. Despite a solid financial position, Mercedes-Benz is struggling with a profit decline in the third quarter of 2024 from EUR 3.4 billion to EUR 1.2 billion. The premium manufacturer is investing heavily in e-mobility, while around 140,000 jobs in the German automotive industry will be lost by 2035. Intel, which has left the Dow Jones after 25 years, is transforming from a pure processor manufacturer to a contract manufacturer. With the new Intel 18A technology and planned cost savings of USD 10 billion by 2025, the chip giant is showing the first signs of success in its transformation.
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Commented by Juliane Zielonka on October 24th, 2024 | 07:00 CEST
The raw materials revolution with Almonty Industries, Barrick Gold, and ASML - The architects of the digital future
Technological progress is impossible without strategic materials such as tungsten, gold and hyperpure silicon wafers for semiconductors. Three companies play a key role in ensuring the security of supply in the Western world. Almonty Industries is on the verge of opening a large tungsten mine in South Korea. The Sangdong mine, which can meet 10% of global tungsten demand, offers a real alternative to Chinese dominance for the first time – a strategic breakthrough, given that 97% of South Korea's tungsten demand has historically come from China. Barrick Gold reaffirms the stability of the precious metals sector with gold production of 943,000 ounces in the third quarter of 2024. Meanwhile, ASML, the world's leading manufacturer of lithography systems, is securing the future of chip production. Despite geopolitical tensions with China, ASML expects revenues of EUR 30 to 35 billion by 2025 - a clear signal of the growing importance of the semiconductor industry. We have three companies in focus.
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