Electromobility
Commented by André Will-Laudien on February 21st, 2025 | 07:10 CET
Global stock boom, Germany votes – Watch out for Mercedes-Benz, Argo Living, thyssenkrupp, Rheinmetall, and Hensoldt!
The stock market started the new year at full speed. The DAX index reached 22,900 points in February, which is in line with some analysts' year-end targets. Liquidity is high and sentiment remains buoyant despite all the negative events in the real world. The federal elections are just around the corner, with the prospect of a grand coalition with green or yellow enrichment. The people of Germany hope for a big change, but none of our politicians have the stature of a Donald Trump, who establishes new conditions by the second. The likelihood is high that coalition negotiations will take longer than we believe today, and the uncertainty surrounding the German economy will likely continue for a while. It will be interesting to see whether Germany ever experiences a real "double whammy". After all, there are enough problems to solve, but so far, the will and courage are lacking. Here you will find a selection of titles that could cause a stir even after the election.
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Commented by Armin Schulz on February 20th, 2025 | 07:00 CET
BYD, Benton Resources, Nordex – Copper Boom: The hidden treasure of the greentech industry
In a world balancing between climate targets and geopolitical tensions, three companies are working on the future of the energy and mobility transition and depend on critical raw materials like copper. While the 2025 German federal election is reigniting the debate on renewable energies – with demands for clear framework conditions for wind power and critical voices from the political arena – other players are pushing ahead with disruptive technologies. BYD showcases the future with AI-driven assistance systems. Benton Resources is unlocking key resources for green technologies like copper, nickel, zinc, and gold, and Nordex receives record orders despite uncertain markets. These companies have more in common than their focus on sustainability: they represent a new era of innovation in which strategic decisions made today determine tomorrow's competitiveness.
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Commented by Stefan Feulner on February 19th, 2025 | 07:50 CET
BYD, First Phosphate, AppLovin – Unstoppable
After the numbers season reached its peak last week, the US stock markets remained closed due to Presidents' Day, which is celebrated every year on the third Monday in February and honors the Presidents of the United States, particularly George Washington and Abraham Lincoln. Nevertheless, the markets were in turmoil, partly due to US Vice President J.D. Vance's speech at the Munich Security Conference. The Ukrainian index continued to rise on the back of expected peace talks between the US and Russia, while the DAX continued its record streak, surpassing 22,700 points.
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Commented by Fabian Lorenz on February 14th, 2025 | 07:00 CET
SHARE PRICES are falling at Plug Power, Nel, and Hensoldt! BUY RECOMMENDATION for BMW partner European Lithium!
Buy opportunity or bankruptcy? Shares in Plug Power, Nel, and Hensoldt are under pressure these days. The former hydrogen favorites are facing one piece of bad news after another. After mass layoffs at Nel, the next catastrophe comes from Plug Power. Investors are also getting nervous about Rheinmetall, Renk, and Hensoldt. Is a correction looming? Analysts believe the correction at Hensoldt should be seen as a buying opportunity. At BMW partner European Lithium, analysts even see potential for a multiple increase in value. The stock, which focuses on lithium and rare earths, has gained traction, and the current consolidation offers an exciting entry opportunity. Even peace in Ukraine could benefit these companies.
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Commented by André Will-Laudien on February 12th, 2025 | 08:00 CET
Mega rally at First Phosphate, Renk, VW, and BYD with buy signals
The stock markets continue to rise unabated. Those hoping for a correction will be disappointed. Yesterday, the DAX 40 index broke through the 22,000 mark, much faster than many had anticipated. Technology stocks SAP and Siemens remain the driving force, while on the NASDAQ, it is still the Magnificent 7 that is setting the tone. Selection is now key. We turn our attention to the upcoming battery materials supplier, First Phosphate, as well as stocks like Renk, VW, and BYD. While VW is in the middle of restructuring, BYD is continuing on its journey. The defense industry remains interesting, especially Renk. Where should one invest now?
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Commented by Stefan Feulner on February 10th, 2025 | 07:00 CET
BYD, Power Nickel, Rheinmetall – Top high flyers with further potential
After the outstanding stock market years of 2023 and 2024, many market participants assumed there would be a sharp correction on the stock markets at the beginning of the year. So far, however, both the DAX and the Dow Jones have proved the pessimists wrong and continued their upward trends despite increasing political and economic uncertainties. Although valuations in general, such as the Shiller P/E ratio, which is at the second-highest level in its history, already appear ambitious, there are still opportunities for disproportionate price increases in some companies.
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Commented by Juliane Zielonka on February 6th, 2025 | 08:30 CET
Palantir, First Phosphate, BYD – AI, battery raw materials, and e-mobility are driving growth
Fresh quarterly figures and new projects for the electrified world shape this week's stock market. Palantir is posting impressive quarterly figures and achieving new price jumps on the stock market. Investors can expect further growth from the US company with the DOGE project from Trump and Musk. DOGE is streamlining bureaucratic structures, a huge opportunity for Palantir. Raw material producer First Phosphate is positioning itself in the booming market for LFP batteries and is planning sustainable large-scale production of battery raw materials in Canada. Meanwhile, Chinese electric automaker BYD is strengthening its presence in Germany with the appointment of an experienced domestic sales director and setting ambitious sales targets of 50,000 vehicles per year. The details.
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Commented by Armin Schulz on February 6th, 2025 | 07:10 CET
Siemens Energy, European Lithium, BYD – Lithium: short-term pressure, long-term opportunities
Even though the lithium price is at rock bottom, many indicators are signalling a long-term recovery of the lithium market. Demand for lithium-ion batteries is being fueled by the increased use of electric vehicles and the expansion of renewable energies. At the same time, producers are already reacting with project delays and mine closures, which could create short-term supply bottlenecks. Given that the EU sources 79% of its lithium from China, a possible trade war should prompt the EU to seek alternatives. Analysts expect a stabilization by 2026 at the latest as the energy transition is progressing. Those who believe in the further electrification of the world should invest now, as the long-term prospects are promising.
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Commented by Stefan Feulner on February 4th, 2025 | 07:20 CET
Baidu, dynaCERT, BYD – Using the Trump hammer
After the Trump trades and the subsequent rally, is the Trump hammer coming next? After the stock markets reached historic highs in recent weeks, a sharp correction followed on Monday. The reason for this was the tariffs imposed by the US on Canada, Mexico, and China. The consolidation could continue to expand, given that the Buffett Indicator, which looks at the market capitalization of all US companies in relation to economic output, is at an all-time high. Nevertheless, there are undervalued value stocks that could escape the downtrend.
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Commented by Armin Schulz on January 29th, 2025 | 07:20 CET
Almonty Industries, Rheinmetall, BYD – Profiting from the trade war with critical raw materials
With Donald Trump's re-election as president and the announcement of tariffs specifically on Chinese goods, a trade war seems inevitable. In December, the Chinese Ministry of Commerce announced it would no longer supply tungsten and other rare minerals to the US. This was in response to the US restrictions on the sale of AI chips to China. Without critical raw materials such as gallium or tungsten, many high-tech products can no longer be produced. These materials are used in semiconductors, which are incorporated into nearly all electronics, cars, medical devices, and many other areas.
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