Electromobility
Commented by Armin Schulz on August 17th, 2022 | 11:58 CEST
Daimler Truck, dynaCERT, Nikola - Which transportation stocks are taking off?
The transportation industry faces many challenges. These were addressed on July 15 at the 15th Truck Symposium, hosted at Nürburgring. Here, 110 experts discussed staff shortages, lack of parking spaces and new drive concepts. The latter is still the subject of controversial debate. Are fully electric transport vehicles the future, or will the hydrogen fuel cell prevail? The fact is that the transport industry must significantly reduce its emissions by 2030. Today, we look at three companies that offer solutions for lower CO2 emissions.
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Commented by Nico Popp on August 16th, 2022 | 12:18 CEST
Gamechanger for chip manufacturers: Infineon, BYD, BrainChip, Volkswagen
Computer chips remain in demand. German manufacturer Infineon recently told Handelsblatt that the Company is planning deliveries with a lead time of around two years or more together with customers. As the newspaper estimates, this market situation is favorable for investors and ensures robust margins. We get to the bottom of the chip boom and explain where investors can find opportunities and where risks lie.
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Commented by Stefan Feulner on August 11th, 2022 | 10:57 CEST
BYD, Edison Lithium, Albemarle - It is getting problematic
The electrification of transport and the replacement of the combustion engine are essential to achieve the proclaimed climate goals of politics. Batteries are one of the main components of electromobility. According to a study by the consulting firm Roland Berger, the global market for lithium-ion batteries will grow by 30% per year until 2030. But electric car manufacturers are already struggling with the scarce metal lithium. Prices are skyrocketing and demand is far outstripping supply. Lithium producers are likely to continue to be the primary beneficiaries in the coming years.
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Commented by Fabian Lorenz on August 10th, 2022 | 10:18 CEST
BioNTech, BYD, Altech Advanced Materials: Excitement is rising
So much for the summer slump. The stock markets are generally friendly at the moment, and many shares are reacting with significant price swings to news, both negative and positive. Like with BioNTech, the share price fell sharply after an impressive rally after the quarterly figures. There are good reasons for rising prices in the coming weeks. BYD is also going full throttle operationally. The e-car manufacturer is reporting one sales record after another, and details are emerging about the launch in Germany to knock Tesla off its electric throne. E-cars, possibly also from BYD, are expected to incorporate battery technology from Altech Advanced Materials in the future. The Company is working on revolutionary technology, and new details are expected by the time of the AGM.
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Commented by Stefan Feulner on August 8th, 2022 | 10:10 CEST
Analyst comments on BYD, Barsele Minerals and Rheinmetall
After the significant correction since the end of February due to the outbreak of the war in Ukraine, stocks have been clearly on the rise again since the lows in mid-June. The Dow Jones gained around 12% in recent weeks. The number season for the second quarter is also surprisingly positive. Already several experts have called the end of the bear market. Analysts were also extremely optimistic for the rest of the fiscal year following the results.
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Commented by Fabian Lorenz on August 4th, 2022 | 14:31 CEST
BYD chases Tesla, First Hydrogen is undervalued, and ITM Power with a buy signal
Hardly any other industry has such excellent prospects for the future as renewable energies. Whether electric mobility or hydrogen - all technologies are urgently needed and promoted. Among others, e-car manufacturer BYD is benefiting from this. In China, the Company is shining with significantly increasing sales figures and is on its way to knocking Tesla off its throne as the number 1 in the industry. It could happen faster than expected, as the Company plans to open its first showrooms in Germany and Sweden as early as October. ITM Power is overshadowed by Nel and Plug Power in the hydrogen sector. Analysts see a share price potential of over 100%. First Hydrogen also has potential. Analysts are currently observing the hydrogen newcomer's rise to the top tier and say there is an undervaluation compared to peer group company McPhy Energy.
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Commented by Juliane Zielonka on August 4th, 2022 | 12:52 CEST
Manuka, BYD, AMD - These companies stand for sustainable, strategically planned growth
With a share of 4.7%, iron is the tenth most common element in our universe and one of the most common on our planet. In industry, the raw material is in hot demand. The Australian Company Manuka has recognized this and acquired a strategically valuable project, which can profitably supply the explorer for the next 20 years. One customer for iron is the automotive industry. BYD will start selling its cars in Germany and Sweden this year. In contrast to the competition from VW and Volvo, the Chinese carmaker has installed enough semiconductors in its mobiles. AMD is also benefiting from this. The chipmaker saw sales growth in its embedded division, which includes semiconductors for cars. AMD's earnings call for the quarter showed a clear trend of where the growth is happening...
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Commented by Carsten Mainitz on August 4th, 2022 | 11:51 CEST
Nel, Altech Advanced Materials, Mercedes - It is getting exciting!
The challenges for the implementation of the energy turnaround are great. The desire to make greater use of renewable energy sources increased in light of the Ukraine war and the dependence on Russia that has become visible. Even after the highs of the Corona pandemic, supply chain issues and increased commodity prices continue to weigh. China's sabre-rattling illustrates that globalization not only brings benefits but also creates dependencies. In this respect, it is prudent for countries and industries to increasingly rely on national "solutions" or those that emanate from secure jurisdictions. In the megatrends of hydrogen technology and electromobility, investors should also keep an eye out for exciting companies from the second tier.
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Commented by Armin Schulz on August 3rd, 2022 | 14:15 CEST
Alpha Copper, Nordex, Volkswagen - Has the copper price found its bottom?
On July 15, the copper price briefly traded below USD 7,000 per ton. Since then, the price has risen strongly again to over USD 7,800 per ton. Copper has the reputation of being a leading indicator for the economy, as the metal is used in almost all industrial sectors and electrical products. Fears of a recession have been present in the markets for some time, driven by inflation and recently rising interest rates. Added to this is the zero-Covid policy of the Chinese, which leads to falling demand from commodity-hungry China. The latest statements by FED Chairman Jerome Powell give the markets hope that the worst is over. The copper price so far confirms this view.
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Commented by Fabian Lorenz on August 3rd, 2022 | 10:50 CEST
Varta at EUR 64 or EUR 102? Will BioNTech and Kleos Space make the breakout?
The stock market environment is currently friendly, and technology stocks, in particular, are in a recovery rally. Investors are driven by the hope that inflation will weaken and that an end to the interest rate increase cycle of the US Federal Reserve will at least become foreseeable. If this were the case, we would not be in a bear market rally, but at the beginning of a new bull market. But not all stocks have been able to benefit from the good mood in recent weeks. Rightly so? In the case of Varta, the answer is yes - the Company shocked shareholders with a profit warning on Saturday. However, the price targets of analysts diverge significantly. The BioNTech share is unusually quiet. There is positive news from the Company itself and its partner Pfizer. With the quarterly figures next week, an attempt to break out of the sideways trend could take place. Kleos Space is also currently making this attempt. Investors are positioning themselves with the high-tech company in preparation for the next milestone.
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