Electromobility
Commented by Stefan Feulner on May 4th, 2022 | 10:22 CEST
BYD, Nevada Copper, XPeng - New opportunities for copper shares
After a brilliant year on the stock market in 2021 and reaching new 10-year highs, the copper price reached new highs again at the beginning of March, after the start of the Ukraine conflict. Since then, the base price has been correcting at a high level. However, due to the plan of politicians to practice an even faster switch to renewable energies, the demand for the elementary red metal is increasing significantly. Experts forecast a new supercycle for the next few years. Producers of the scarce commodity are the primary beneficiaries of this trend.
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Commented by Fabian Lorenz on May 3rd, 2022 | 11:48 CEST
BYD and Altech with strong news: Hope for BioNTech shares?
Rising interest rates, the war in Ukraine, lockdowns in China and recession fears: the current global mix is not conducive to rising share prices, but there is also positive news from companies. Among them is BYD. The largest Chinese manufacturer of electric cars has published quarterly figures and thus convinced analysts. In addition, BYD is celebrating the delivery anniversary of its flagship. The share of Altech Advanced Materials is also currently stepping on the gas. A study has confirmed that the planned production plant of the Heidelberg-based Company can be highly profitable. With the plant, Altech wants to stir up the market for lithium-ion batteries. BioNTech shareholders are still waiting for positive news - but there is hope.
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Commented by Armin Schulz on May 2nd, 2022 | 10:27 CEST
Standard Lithium, Power Nickel, Varta - Shares for the e-mobility of the future
Decarbonization is a done deal among the major industrialized nations. Fossil fuels are to be used less and less, thus reducing emissions. The climate targets can only be achieved through a show of strength. The revolution began in early 2021 when the major car companies said goodbye to internal combustion engines. The future belongs to electric vehicles, which rely on batteries or rechargeable batteries. Since then, the prices for lithium, nickel and the like have skyrocketed. Smaller companies that want to take advantage of the imbalance in supply and demand also benefit from this. Today, we take a look at three companies that could be important for the mobility of the future.
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Commented by André Will-Laudien on April 29th, 2022 | 12:20 CEST
BASF, Standard Lithium, Almonty Industries, BYD - Industrial shares in focus: Now it matters!
Poland and Bulgaria no longer receive gas from Russia because they cannot pay in hard rubles. Feat: No one has larger stocks of this exotic currency because until now, all energy deliveries could be paid for in foreign currency. The situation has reached a new level of escalation between the Russian government and resource-hungry Central Europe. With further arms deliveries, this political issue will become even more acute. We look at existing dependencies and the dangers for German industrial stocks.
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Commented by Juliane Zielonka on April 28th, 2022 | 12:04 CEST
Mercedes-Benz, Edison Lithium, K+S - Strong gains from the start
Mercedes-Benz AG scores with a good return on cars and vans in the first quarter of this year. Luxury and electric, in particular, are selling like hotcakes. Despite the pandemic, delivery problems and the lapsed Russian business, shareholders are benefiting from the current share price. To meet the demand for electromobility, areas with mineral resources such as lithium and cobalt are becoming increasingly valuable. These metals are used in batteries to power electric vehicles. The fertilizer company K+S is also providing drive in the agricultural sector. With its products, farmers generate almost twice as much crop yield. However, this disturbs a delicate balance, prompting the German Federal Ministry of Research and Education to take action.
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Commented by Nico Popp on April 28th, 2022 | 11:59 CEST
Never invest like Elon Musk! Twitter, Phoenix Copper, BYD
Data is the raw material of the 21st century. Looking at the war in Ukraine and the pandemic, one could also speak of information as an important raw material. After all, data has to be interpreted. In a world that is becoming increasingly complex, some data can be used to draw different and sometimes contradictory conclusions. That makes it all the more important for data to become information and for competent experts to interpret data. Elon Musk's acquisition of Twitter is expected to encourage this. But what does this mean for investors?
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Commented by Armin Schulz on April 27th, 2022 | 10:17 CEST
Nordex, Triumph Gold, Varta - Which shares are coming through the current crisis well?
The current market environment is anything but easy. Inflation is galloping, and while the US is gradually raising interest rates, the EU is exercising restraint and hoping that inflation will fall on its own. However, this scenario is more than questionable, especially since the exit from Russian energy imports is additionally fueling inflation. In addition, there is the Ukraine crisis. The conflict has blocked the land route from China to Europe, leading to supply chain problems. The only options left are by air, which is not economical in most cases, or by sea. Due to China's Zero-Covid policy, further major delays for shipping are currently occurring at their ports. Today, we look at three companies and analyze who should do well through the crisis.
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Commented by Nico Popp on April 26th, 2022 | 10:19 CEST
Stocks for bargain hunters: Mercedes-Benz, Power Nickel, Netflix
Share prices are falling. The mix of inflation, the war in Ukraine and the Corona problem in China is weighing on share prices. Even positive economic data in the form of a friendly ifo Business Climate Index does not help. For savvy bargain hunters, falling prices in the face of friendly economic data may even be a good sign. If the market exaggerates on the downside, there could be opportunities in quality companies. We take a closer look at three stocks.
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Commented by André Will-Laudien on April 19th, 2022 | 13:24 CEST
Turn of the times: Varta, Altech Advanced Materials, BYD, NIO - Batteries over oil and gas!
The Ukraine crisis reveals a dangerous dependency. Central Europe is on Russia's energy drip. It is not easy to threaten Russia with sanctions when the oil and gas giant is also the leading supplier. For the primary supply of our population, any change in German-Russian relations is dramatic as long as we do not manage to build up alternatives. Of course, this cannot be done in just a few months but involves an investment cycle of the next 5 to 10 years. It will therefore be critical for the coming winter. The automotive industry has long recognized what threatens heating and district heating today. Move away from fossil fuels - towards batteries! Only who can build them?
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Commented by Carsten Mainitz on April 13th, 2022 | 17:45 CEST
Nevada Copper, Aurubis, Nordex - Fueling the energy transition!
A study commissioned by the International Copper Association (ICA) concludes that copper demand will be strongly driven by the massive expansion of cabling for solar, wind power and electric vehicle infrastructure. Experts estimate that the volumes demanded from the solar and wind sectors will multiply by 2040. A projected increase in the number of charging ports for electric vehicles from 3.2 million in 2021 to 152.3 million in 2040 will exponentially increase copper demand in this sector. As a result, an increasing supply shortage is emerging, which in turn will lead to further price increases for the industrial metal. Copper producers such as Nevada Copper or recycling companies such as Aurubis will benefit from these general conditions.
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