Electromobility
Commented by André Will-Laudien on June 10th, 2022 | 19:43 CEST
Turnaround stocks: BYD, JinkoSolar, MAS Gold, Nordex - Watch out for China & Tesla!
After China's foreign trade initially suffered heavily from the consequences of imposed lockdowns, the country now seems to be recovering. Thus, the current export figures are much higher than expected. However, unstable supply chains and high inflation rates continue to put pressure on international trade. Against the backdrop of a somewhat more stable pandemic situation, however, China's foreign trade grew faster than expected in May. Exports from the second-largest economy rose 16.9% YOY to USD 308.3 billion. Against this backdrop, China stocks are back on the buy list. We take a closer look!
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Commented by Stefan Feulner on June 9th, 2022 | 10:03 CEST
Rheinmetall and BYD with new partners and Triumph Gold facing long-term buy signal
The stock markets are nervous due to the continuing unresolved geopolitical problems. The mood fluctuates between optimism and pessimism, and a clear trend is not discernible. Apart from the Ukraine war, the predominant issue is how to contain the sharp rise in inflation without stifling economic growth. When considering the current statistics, further interest rate hikes are poison for the stock markets. In contrast, the traffic lights for precious metals have been fundamentally green for a long time, but the prices of gold and silver are trending south.
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Commented by Nico Popp on June 8th, 2022 | 14:13 CEST
Battery game-changers with relative strength: Mercedes-Benz, Altech Advanced Materials, Varta
Last September, for the first time, more electric cars were registered in Germany than diesel. And rightly so! A study by the University of the Federal Armed Forces in Munich compared 790 vehicle models. These included gasoline, diesel, hydrogen cars, hybrids and fully electric vehicles. The result: if the entire life cycle of a car and its recycling are taken into account, electric cars are the most sustainable. So there can only be one way forward for the auto industry. We present three shares that can profit.
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Commented by Fabian Lorenz on June 8th, 2022 | 13:50 CEST
Shares: Plug Power and BYD with exclamation points! Patience is needed at Nevada Copper
Hydrogen or battery, which is better? This question is often asked. The answer is simple: both technologies will play an essential role in the energy and mobility revolution. While batteries seem to be gaining ground in the passenger car sector, hydrogen has numerous other potential applications, such as commercial vehicles and ships. Plug Power and BYD put exclamation points on incoming orders and vehicle sales. At the beginning of the value chain are commodity companies like Nevada Copper, which has now suffered a setback on its way to becoming a copper producer. However, the price slide could also represent an opportunity for investors.
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Commented by Juliane Zielonka on June 2nd, 2022 | 12:23 CEST
First Hydrogen, Plug Power, BYD - Green energy as a propulsion accelerator
Nine million people worldwide died from air pollution in 2019. According to the journal The Lancet Planetary Health, that makes dirty air more dangerous than deaths from drug abuse or alcohol consumption. Governments in Europe and China are developing new incentive programs to encourage industry partners to move faster than planned to green energy. First Hydrogen, BYD and Plug Power demonstrate what is happening in the market through their current projects.
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Commented by Carsten Mainitz on June 1st, 2022 | 14:57 CEST
Allkem, Almonty, BYD - Are super batteries causing share prices to explode?
Battery or hydrogen? Opinions are divided on the subject of e-mobility. The lengthy charging process for lithium-ion batteries, in particular, is a constant source of criticism. But now there is hope: Scientists at Cambridge University have developed batteries that can be charged to 90% in five minutes, whereas conventional batteries take hours. However, in addition to lithium, they also require tungsten and niobium, which are among the critical raw materials. Boron and sodium could also play an important role in the future.
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Commented by Stefan Feulner on May 30th, 2022 | 13:42 CEST
Great opportunities in alternative energies - BYD, Altech Advanced Materials, Nordex
Policymakers are accelerating the shift from fossil fuels to alternative energy sources, and the Ukraine conflict is adding further momentum to this process. In the field of electromobility, manufacturers are fighting for the best batteries with the longest ranges. A start-up may have succeeded in creating a game-changer in the lucrative battery market with a new coating process. Initial pre-feasibility studies show a huge discrepancy between the current stock market value and the project value.
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Commented by Stefan Feulner on May 27th, 2022 | 10:30 CEST
Nel ASA, Erin Ventures, NIO - Using setbacks as long-term opportunities
Since Russia invaded Ukraine, stock markets have corrected sharply, and volatilities have increased significantly. The S&P 500 Volatility Index VIX, for example, rose from under 20 to a high of over 35 points. Individual stocks are also still subject to high fluctuations, with market leaders in promising future-oriented sectors such as hydrogen fuel cell technology, photovoltaics and wind energy losing more than 50%. In such market phases, an anticyclical entry can represent a particularly worthwhile investment. A historic opportunity could also present itself in a critical commodity.
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Commented by André Will-Laudien on May 25th, 2022 | 11:46 CEST
Infineon, BrainChip, Daimler, Volkswagen - High-tech stocks at their best!
The global automotive business is operating according to new laws. That is because e-mobility is a done deal, and if politicians' pronouncements are anything to go by, combustion engines will be history from 2030. As a result, the prerequisites for the industry are also changing because intelligent and powerful chips remain the basis for the further development of future mobility. Supply chains and Chinese reliability are still a problem, and high raw material prices will not make the new vehicles any cheaper. Innovations could be an effective means of combating the erosion of margins. Who is ahead in the market of high-tech players?
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Commented by Fabian Lorenz on May 24th, 2022 | 13:26 CEST
Plug Power and BYD shares are strong: when will Almonty Industries take off?
In weak stock market phases, the top performers of the future often emerge. The Plug Power share, among others, is currently shining due to its relative strength. The weak quarterly figures of the hydrogen specialist Plug Power seem to have been ticked off. Instead, the focus is on political support and a large order. The BYD share is also holding up excellently against the backdrop of the ongoing lockdown in China. There is a tailwind from Credit Suisse, and the new premium model is well received. At Almonty Industries, the CEO expressed confidence about the outlook at an investor conference. The Company is fully financed and will soon dominate the tungsten market outside China and Russia.
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