Electromobility
Commented by Armin Schulz on February 28th, 2022 | 12:43 CET
Alibaba, Hong Lai Huat, BYD - Asia as a safe haven for investments?
The war in Ukraine is causing falling stock indices on both sides. The sanctions against Russia will be extensive; even Nord Stream 2 has been stopped for the time being, although Olaf Scholz did not want to name the pipeline for a long time when it came to possible sanctions. Many countries are calling for Russia to be excluded from the SWIFT system. However, this would mean that many countries would be harming themselves, as energy imports from Russia would no longer be affordable. The war will have losers on both sides. Investors who still want to make their money work for them can take a closer look at companies from the Asian region. China is neutral in the showdown. Which stocks offer opportunities?
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Commented by Nico Popp on February 28th, 2022 | 10:33 CET
Shake-up in the auto industry - who loses, who benefits: Porsche, Altech Advanced Materials, Volkswagen
Porsche's planned IPO created a mood of celebration on the market at a turbulent time. The mood among the Porsche and Piëch families is also likely to be one of expectation. After all, they are to receive a blocking minority and would thus once again have more power over their Company. VW is also hoping for advantages from the IPO of its profitable subsidiary: For example, in investments in electromobility and in the valuation of the entire Group. Here's what the deal means for the companies involved and what the consequences could be for smaller technology providers.
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Commented by Fabian Lorenz on February 24th, 2022 | 12:17 CET
Analysts on TeamViewer, Allianz, Altech: Game-changer potential
The Ukraine crisis is currently shaking up the capital markets. But such a time also offers the opportunity to analyze one's portfolio and make changes where necessary. The assessments of analysts can help here. With TeamViewer, Allianz and Altech Advanced Materials, we present opinions on companies of different sizes and sectors. The figures and outlook of insurance giant Allianz have convinced analysts. TeamViewer's stock has recovered from its lows in recent weeks, but analysts are still predominantly cautious. When people think of German battery technology, they usually think of Varta. But there is also an exciting microcap. Game-changer potential is seen in Altech.
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Commented by Stefan Feulner on February 17th, 2022 | 11:20 CET
Nel ASA, Power Nickel, Varta - Positioning for the price explosion
In the last two years of the pandemic, both private households and commercial enterprises felt the impact of blown supply chains, from chip shortages to lack of lumber, to packaging materials. Extreme consumption is also taking place due to the ambitious achievement of climate targets. Electromobility is gobbling up enormous resources of key raw materials such as copper, lithium and nickel. Due to the significantly increasing demand for batteries, the demand for nickel is expected to continue to rise strongly in the coming years.
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Commented by Stefan Feulner on February 16th, 2022 | 11:14 CET
BYD, Phoenix Copper, Freeport-McMoRan - The supercycle is on
Inflation has risen again in the US, posting its highest level since February 1982 at 7.5%. Experts do not yet see any easing in the face of high energy and commodity prices. On the contrary, the inflationary spiral continues to spin and is being further fueled by policymakers' increasingly ambitious climate neutrality targets. Here, especially the required materials such as copper, lithium and cobalt could multiply. Due to high demand and low supply, further bottlenecks, delays in supply chains and thus rising prices are only a matter of time. Profit from it.
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Commented by André Will-Laudien on February 11th, 2022 | 13:46 CET
1000% possible: Varta, Standard Lithium, Power Nickel: The super battery is coming!
In view of advanced stock market valuations, rising inflation and disrupted supply chains, many market participants wonder whether the 1000% is possible in 2022. It is! Because right now, there are many young companies with revolutionary approaches to solving the climate crisis. Innovation and fortune are needed here to launch the ultimate solution to our future problems at the right time. Battery technology remains a good starting point because the issues of range, service life, and recycling have not yet been satisfactorily resolved. Maybe the tenbagger is among the following 3 companies?
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Commented by Fabian Lorenz on February 8th, 2022 | 11:23 CET
Varta, Nel ASA, Almonty Industries: Get in now?
The electric car is currently outpacing the combustion engine: around 350,000 pure e-cars were registered in Germany alone in 2021. According to the Center of Automotive Management (CAM), this means that the market share has almost doubled to 13% in one year. Germany is now the third-largest single market for pure electric vehicles after China and the United States. However, according to CAM, China is ahead with around 2.7 million electric vehicles. Nevertheless, due to global subsidies, the trend toward electromobility will continue, creating opportunities for investors. The winners in electromobility include battery and raw material producers such as Varta and Almonty Industries. Demand for hydrogen - and therefore Nel - will also increase. All three stocks have lost significant ground. But there are positive developments. Is it worth getting in now?
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Commented by Stefan Feulner on February 8th, 2022 | 10:48 CET
BYD, Altech Advanced Materials, Standard Lithium - Battle for pole position
Germany is not the only country where the energy turnaround is at the top of the political agenda. Achieving climate neutrality in the transport sector by 2045 is a particular challenge. After all, according to the Federal Environment Agency, the sector is responsible for around 20% of total greenhouse gas emissions. In the passenger car sector, both the automotive industry and politicians are focusing on battery technology. As a result, a battle has broken out between electric car manufacturers for the longest ranges and shortest charging times. Young companies with innovative technologies are flocking to the market and could become the new stock market stars soon.
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Commented by Nico Popp on January 12th, 2022 | 10:36 CET
BYD, Altech Advanced Materials, Volkswagen: Who is as innovative as Tesla?
For years, e-cars lagged behind conventional drives in many areas: The ranges were significantly lower, and comfort remained inferior to classic combustion engines. In the meantime, however, things have changed. Chinese manufacturers, in particular, are scoring points with ranges of 1,000 km. Modern e-cars have also long been packed with gadgets that make the hearts of tech-savvy car enthusiasts beat faster. Does this mean that the development of e-cars is at an end? Not at all! We present three companies from the industry and analyze their innovative strength.
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Commented by André Will-Laudien on January 6th, 2022 | 13:39 CET
Nvidia, BrainChip, Daimler, Infineon - Not only Tesla can build e-cars!
Intelligent and powerful chips remain in demand like road salt in the depths of winter. The supply chains are still struggling, and the scarce raw materials are increasing the cost prices. As a result, prices for high-tech materials will continue to skyrocket in the new year. The car manufacturers will probably be hit hardest, as it will not be possible to raise prices at will, especially in Europe, because of foreign competition. Innovation could be an effective means of combating the erosion of margins. We present a few innovative ideas for investors.
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