Electromobility
Commented by André Will-Laudien on December 10th, 2025 | 07:10 CET
E-mobility to hit the roof in 2026? BYD on the rise, Graphano Energy strong and Mercedes-Benz chart breakout!
The black-red federal government plans to launch a new subsidy program for electric vehicles and plug-in hybrids at the beginning of 2026. The support is primarily aimed at people with low or middle incomes to make it easier for them to switch to electric mobility. The basic subsidy is expected to be around EUR 3,000 and can increase to a maximum of EUR 4,000 with child supplements and a bonus for very low incomes. Only vehicles with a net list price not exceeding EUR 45,000 will be eligible for funding, which means that higher-priced models will remain outside the program. Both the purchase and leasing of purely electric passenger vehicles (BEVs) and, according to media reports to date, plug-in hybrids will be eligible for funding. At the same time, the existing motor vehicle tax exemption for fully electric vehicles is to be extended, but for a maximum of 10 years and with a horizon until the end of 2035. The pendulum is therefore swinging in favor of electric vehicle manufacturers and necessary suppliers. Now is the time to get started!
Read
Commented by Stefan Feulner on December 9th, 2025 | 07:00 CET
Volkswagen, Silver North Resources, Albemarle – The comeback of value stocks
2025 was the year of AI stocks. Hardly any other sector dominated the stock markets as clearly as companies in the semiconductor, cloud, and generative AI sectors. While these stocks chased new records and single-handedly pulled the major indices upward, large parts of the market fell by the wayside. Cyclicals, industrials, commodities, and classic consumer stocks remained in downward trends despite solid fundamentals. This is precisely where an exciting starting point is now emerging. Many of these "lagging" sectors are trading at historically low valuations, while sentiment is increasingly shifting away from AI high-flyers. The market is rotating, and 2026 could be the comeback year for undervalued value stocks.
Read
Commented by Armin Schulz on December 8th, 2025 | 07:25 CET
Battery boom to intensify in 2026: How you can profit with BYD, Graphano Energy, and E.ON
Batteries are currently the number one topic of conversation. Driven by electromobility and the expansion of renewable energy, demand for high-performance storage systems is skyrocketing. But this enormous growth also has its downsides, as raw material shortages and unstable grids could slow the boom down. Three players are strategically positioning themselves in this field of tension between enormous opportunity and existential challenge: electric vehicle pioneer BYD, raw material explorer Graphano Energy, and energy integrator E.ON.
Read
Commented by André Will-Laudien on December 8th, 2025 | 07:05 CET
The high flyers of 2026: who will lead the next rally? Almonty, Rheinmetall, BYD, and Mercedes-Benz in focus
As the year draws to a close, investors are already thinking about the next investment year. This is understandable, as hardly any other period in history has brought as much return as the past year. AI, defense, and high-tech stocks led the way, with some even reaching 1,000% in individual cases. However, the price trends also show that stocks that have performed well will eventually enter a consolidation phase. In the case of Almonty, the share price rose tenfold, and even after the correction, it was still up almost 700% at the beginning of December. In addition to fundamental data, timing also plays a decisive role in success. We are thinking about the coming year. Will the old favorites also be the new winners?
Read
Commented by Armin Schulz on December 3rd, 2025 | 06:55 CET
Benefit from the megatrends of electrification, AI, and security with BYD, NEO Battery Materials, and DroneShield
The next technological revolution is unfolding not only on the roads, but also in the air and in data centers. Outstanding high-performance batteries that offer more energy, faster charging times, and maximum safety are driving this development far beyond the automotive industry. They are fueling a race for the optimal cell chemistry and opening up great opportunities in future markets such as artificial intelligence, robotics, and defense. This momentum is strengthening electric vehicle market leader BYD, Canadian battery specialist NEO Battery Materials, and drone security expert DroneShield.
Read
Commented by Carsten Mainitz on November 28th, 2025 | 07:00 CET
Attention! Major Updates from NEO Battery Materials, Xiaomi, and RWE
Geopolitics are once again dominating global headlines. A 28-point plan brokered by the United States aims to end the war between Russia and Ukraine and pave the way toward sustainable peace. Viewed soberly, an approaching end to the war puts pressure on defense stocks. One area that has gained significant importance due to the Ukraine conflict is drones. Battery technology is playing an increasingly important role here. However, the use of powerful batteries is also essential in many other areas, such as robotics. The still largely unknown NEO Battery Materials is delivering one positive update after another. How can investors benefit now?
Read
Commented by André Will-Laudien on November 28th, 2025 | 06:55 CET
New tax incentives for e-mobility in 2026 – The spark for BYD, Nio, Graphano Energy, and VW
The German government is planning to reintroduce an electric vehicle subsidy for private individuals. Currently, there are only purchase incentives for companies and tax advantages for purely electric company cars. In its coalition agreement, Berlin has now promised various purchase incentives for electric vehicles. This includes the reintroduction of an e-mobility bonus for private individuals. The government confirmed this plan at the German auto summit in early October. The plan is to support low- and middle-income households in making the transition to the new era of mobility. In addition to funds from the European Climate Social Fund, a further three billion euros will be available for this purpose until the end of 2029. The details of the subsidy have not yet been announced. Meanwhile, business with electric vehicles is still sluggish. Clearly, people are waiting for the new tax breaks. Which stocks are in focus?
Read
Commented by Armin Schulz on November 26th, 2025 | 07:15 CET
The stability anchor Barrick Mining, the leverage play Kobo Resources, and the growth giant Xiaomi: The ultimate mix for your portfolio
The world is divided into two camps: those seeking security and those driving progress. Both are fueling a historic rush for strategic raw materials. While gold shines as the last safe haven in turbulent times, copper is the new lifeblood of every future technology, from e-mobility to smartphones. This gigantic wave of demand is meeting scarce supply, creating an explosive environment for savvy investors. This fundamental shift is creating a unique investment environment in which established producers, emerging exploration companies, and technology-driven consumers are the focus of attention. Against this backdrop, it is worth taking a closer look at the positions of Barrick Mining, Kobo Resources, and Xiaomi.
Read
Commented by André Will-Laudien on November 26th, 2025 | 06:55 CET
AI, Bitcoin, and e-mobility in the eye of the storm! Opportunities at BYD, NEO Battery Materials, and Strategy
It is not just the stock markets that are running at full throttle! On days when Nvidia reports its quarterly figures, investors' nerves are on edge, and global power infrastructures are pushed to their limits. That is because the whole world is watching the pioneer of AI infrastructure, which briefly crossed the USD 5 trillion valuation mark in October before slipping back toward USD 4.5 trillion. Since then, trading in AI-related stocks on the NASDAQ has been dominated by profit-taking. The one-way rally appears to be losing momentum, but then again, it has been around for three years now. Amid this consolidation, three stocks in AI, battery materials, and e-mobility are offering attractive entry points. Read on to discover where new opportunities may emerge.
Read
Commented by André Will-Laudien on November 25th, 2025 | 07:35 CET
Trump makes peace – Maybe? Strong profit prospects for BYD, Pasinex Resources, and DroneShield
In the daily battle for returns, selecting the right assets is becoming increasingly complex. Markets have risen sharply despite the generally sluggish sentiment in global economies. First, there was the celebration of Donald Trump, then the bull market due to lower-than-expected tariffs, and most recently, a super rally in AI and high-tech stocks. Defense and armaments stocks have also been consistently on the shopping list for two years now. After 25 years of disarmament and a 180-degree political shift among left-green parties, defense has suddenly become the cure-all for Western societies. For years, frowned upon and subject to lawsuits in Germany's Constitutional Court, arms exports now appear to represent the highest ethical stage a company can reach. But now a taboo word is making the rounds: "peace." And with that, defense stocks are once again treated like clearance items, and prices are falling. A politically fueled boom and bust cycle at its finest. Rheinmetall is now even included in ESG-oriented funds - what a farce. Very few can still see clearly through this nine-lane highway of contradictions, but we are here to help.
Read