Electromobility
Commented by Nico Popp on October 5th, 2023 | 08:35 CEST
Future investments that will soon ignite: Volkswagen, JinkoSolar, Defense Metals
Do you wish you had a crystal ball? What a question! Those who know the future could make great profit from it. But even without magical powers, one can succeed in consistently aligning your portfolio with the future. We explain how this works and what investors need to watch out for. In addition, we present three companies with great future potential and highlight when investments could be worthwhile and when investors would be better to wait and see.
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Commented by André Will-Laudien on October 4th, 2023 | 07:50 CEST
Mega battery deal at First Phosphate, BASF, VW and BYD with buy signals
The last IAA in Munich was a memorable showdown for the local automotive industry. More than 750 exhibitors from 109 countries showcased their e-mobility innovations. In addition to autonomous driving with AI support and various new technical features, however, one topic in particular preoccupied trade visitors: how can manufacturers get more power, longevity and safety into powertrain batteries? Li-ion technology has now been in use for over 20 years. But where is the future state of the art? BASF and First Phosphate have new developments to offer in this regard. Manufacturers like BYD and Volkswagen have the global market shares to make these innovations fly. Where should investing be done now?
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Commented by Armin Schulz on October 2nd, 2023 | 08:25 CEST
First Phosphate, Volkswagen, Varta - Battle for battery raw materials picks up speed
The global demand for electric vehicles is steadily increasing, driving the need for battery raw materials. However, the battle for these coveted raw materials has political consequences, particularly concerning the strained relations between the US and China. The US has recognized that it is heavily dependent on China for access to key battery raw materials, which has led to tensions between the two countries. The US is working to reduce these dependencies. This is reason enough to examine three companies that rely on battery raw materials.
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Commented by Nico Popp on October 2nd, 2023 | 07:55 CEST
Tremors in the Industry - What goes, What stays: ThyssenKrupp, First Hydrogen, BYD
ThyssenKrupp no longer wants to be (almost) just a steel conglomerate. Donald Trump sees the transition to sustainable transportation as an attack on the industry, and in parallel, Germany is pondering how to change course. We shed light on the tremors in the industry and explain which technologies are yesterday's news and where new long-term potential is emerging. This much can be revealed in advance: Surprises lurk off the well-trodden tracks!
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Commented by Nico Popp on September 28th, 2023 | 09:05 CEST
Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate
Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.
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Commented by Fabian Lorenz on September 28th, 2023 | 07:10 CEST
BYD unstoppable. Sell Varta shares? 200% with Almonty Industries?
Electromobility and the energy transition offer numerous investment opportunities along the value chain. Take BYD, for example. The Chinese company is increasingly becoming the e-car market leader. Could they soon even dethrone Tesla? That should make the stock interesting. And what about Varta? The battery manufacturer disappointed investors last year. Is the stock attractive now? Analysts continue to take a critical view of the Company. Almonty Industries is a different story. After the latest half-year figures, the experts at Sphene Capital advise buying. From 2024, sales and profits of the tungsten producer are expected to grow strongly. According to the analysts, the share could triple.
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Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST
The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list
For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.
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Commented by Juliane Zielonka on September 22nd, 2023 | 06:50 CEST
Cardiol Therapeutics, BioNTech, BYD - At top speed to new markets
Cardiol Therapeutics is enjoying a remarkable development. The biotech company is now rolling out its ARCHER patient recruitment trial internationally at 35 participating centers. This accelerates research in the development of their therapy to combat myocarditis, a heart inflammation which has been associated with COVID-19 vaccination. For Cardiol Therapeutics, this represents an opportunity to get its therapy approved as an orphan drug. Approval is also at stake for BioNTech. With a multimillion-dollar funding boost, the Company is working on accelerated approval for a vaccine against a virus that caused quite a stir last year. The shortened development time is likely to impress investors. While business nations agree on fighting viruses, they disagree on commodities for the road. The EU would prefer to restrict BYD's successful sales on domestic roads - by imposing tariffs. BYD, meanwhile, is tapping into a completely different market.
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Commented by Nico Popp on September 21st, 2023 | 07:00 CEST
Turnaround cancelled? Where 100% is possible: Varta, BYD, Manuka Resources
When soccer players move to a better team, it usually comes with higher earnings. Sometimes, the training is more intense, and the tasks off the pitch are more extensive. It is no longer comparable to the idyllic life at their former club. Athletes are then faced with the question, "Give up or bite the bullet?" The situation is similar for battery pioneer Varta, which is implementing its e-car plans with Porsche, of all companies. The sports car manufacturer offers major growth opportunities but is also considered meticulous among engineers. We highlight Varta's stock, take a look at BYD and outline opportunities at a company many have never heard of!
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Commented by Nico Popp on September 20th, 2023 | 08:10 CEST
Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty
For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.
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