Electromobility
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.
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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.
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Commented by Nico Popp on November 25th, 2025 | 07:30 CET
Is the next super mine emerging here? Power Metallic Mines, Vale, Rio Tinto
History has shown what happens when resource properties turn into super mines. Many projects developed or acquired by companies such as Vale or Rio Tinto, for example, have been in production for many years and generate enormous returns. The Canadian company Power Metallic Mines, active in the province of Québec, has also been able to continuously expand its NISK project in recent years. Now, the team led by CEO Terry Lynch sees even more potential there. Here, we discuss what gigantic raw material discoveries can mean and why Power Metallic Mines' polymetallic deposit is considered particularly interesting.
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Commented by André Will-Laudien on November 24th, 2025 | 09:25 CET
DAX up, NASDAQ down! Automotive sector back in focus with Mercedes-Benz, WashTec, BYD, and VW
The correction in the growth markets continues. Even crypto investors, who are used to success, are now complaining about the pronounced market weakness. November and December are usually good months for the stock market. However, because September and October performed so exorbitantly well, profits are now apparently being taken across the board. For German blue chips, the whole thing has been mild so far, and according to general valuation rules, they also have more room for upward movement. We are diving into the world of electric vehicles and combustion engines, where P/E ratios between 4 and 12 are the norm and real, tangible goods are traded. It is time to put away the AI toys and start the machines.
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Commented by Armin Schulz on November 21st, 2025 | 07:25 CET
BYD's battery revolution, Pasinex's hidden treasures, Rio Tinto's green metals: How to crack the profit code of the energy transition
Driven by the global energy transformation, historic opportunities are emerging. At the forefront are pioneers who are redefining not only technologies but entire markets. They control the critical levers for the future, from revolutionary energy storage and the development of high-grade raw material sources to the sustainable mass production of key metals. These companies are the silent architects of change and offer what is arguably the most compelling growth potential in the coming years. Three players, led by technology leader BYD, followed by raw materials specialist Pasinex Resources and mining giant Rio Tinto, show how investors can participate.
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Commented by Nico Popp on November 19th, 2025 | 07:30 CET
Attention Labor Market Data! Will gold soon take off? Kobo Resources, Barrick Mining, Mercedes-Benz
In Germany, fear has been spreading across many industries for months: How many jobs are still at risk? Concerns are growing, especially among suppliers to the automotive industry in the southwest, where Mercedes-Benz, Porsche, and other industrial giants are struggling with the market environment and their own structural weaknesses. Recent signs also suggest a potential economic slowdown in the US. So far, these developments have not impacted the markets; on the contrary, the probability of a US interest rate cut in December has recently declined significantly. If the labor market data published at the end of the week is poor, this could change abruptly – potentially supporting a renewed rally in gold.
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Commented by Armin Schulz on November 19th, 2025 | 07:00 CET
The secret formula for stable returns: BASF, WashTec, and Volkswagen
In uncertain times, investors long for stability. Dividends not only generate returns but, above all, offer stability. The focus is shifting from speculative hype to companies with sustainable dividend policies. These quality characteristics can be found not only in large index heavyweights but also in specific niches. Three established names that should be examined more closely in this regard are BASF, WashTec, and Volkswagen.
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Commented by Carsten Mainitz on November 18th, 2025 | 06:00 CET
Playing megatrends with the right stocks – NEO Battery Materials, XPeng, BYD
"The trend is your friend" – this is a well-known stock market adage that advises investors to take advantage of a stock's upward trend and let profits run. For investors, it is often worthwhile to focus on so-called megatrends - sectors expected to achieve dynamic growth over the coming years or decades, thanks to sustained high demand, for example, in terms of technology or socio-demographics. Artificial intelligence and robotics, as well as everything related to the defense industry, are currently very popular. Equally exciting are the areas of electromobility and battery technology. China dominates the market, and this strong position is unlikely to change in the foreseeable future. However, innovations from players outside China, such as those from NEO Battery Materials, are particularly exciting. The Canadian company is implementing innovative approaches and processes that could contribute to meaningful advancements in the global battery market.
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Commented by Armin Schulz on November 17th, 2025 | 07:15 CET
How European Lithium, Hensoldt, and Volkswagen are overcoming the supply chain crisis and creating potential in their portfolios
The global tech and defense industries are under pressure. Dependence on critical raw materials from limited sources is becoming a strategic nightmare. Recent trade restrictions are driving up prices, jeopardizing supply chains, and forcing Europe to rethink its strategy quickly. At the same time, studies warn of an impending lithium shortage that could bring the electric vehicle boom to an abrupt end. The race for secure supply and technological sovereignty is in full swing – and at the same time offers historic opportunities. We therefore take a look at three companies that are directly active in these turbulent markets: European Lithium, Hensoldt, and Volkswagen.
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Commented by Armin Schulz on November 14th, 2025 | 07:00 CET
BYD, Power Metallic Mines, and Nordex: How to benefit from industry leaders in the energy transition
A new industrial era is dawning. Driven by the global energy transition, there is an unprecedented demand for clean technology, powerful batteries, and the metals that power them. But this multi-billion-dollar arms race reveals a critical vulnerability: the scarcity of strategic raw materials and fragile supply chains. The key to success no longer lies solely in innovation, but in mastering the entire value chain, from the mine to the finished plant. We take a closer look at three companies at the forefront of the energy transition: BYD, Power Metallic Mines, and Nordex.
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