Energy
Commented by Stefan Feulner on October 11th, 2023 | 09:10 CEST
Hensoldt, Globex Mining, Siemens Energy - The wind is turning
While major global stock indices took a beating following the intensified conflict between Israel and the Palestinian Islamist group Hamas, precious metals markets once again lived up to their reputation as a safe haven. After both gold and silver experienced a sharper correction in recent months, this event could be the starting signal for the next upward momentum.
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Commented by Nico Popp on October 10th, 2023 | 07:30 CEST
Good for the Climate - and the Returns: Nordex, Vestas, GoviEx
Climate protection is rightly booming. But what if renewable energy simply doesn't make financial sense, and private investors are hesitant to get involved? The wind power industry, in particular, has been under pressure for years. We explain what is holding back companies like Nordex, when their shares could make a comeback, and explore lesser-known alternatives in the field of climate protection. Let's get started!
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Commented by André Will-Laudien on October 10th, 2023 | 07:10 CEST
Hydrogen before the rebound! Nel, First Hydrogen and ThyssenKrupp Nucera in focus
The stock market environment is currently not characterized by a festive mood. Many conflicts and political uncertainties dominate the minds. Even hydrogen stocks have not been spared major price corrections for investors. However, investors with a healthy long-term focus should look a few years ahead. After all, climate change and alternative energies will have difficulty bypassing the hydrogen issue. Public initiatives will increase, if not today, then tomorrow. Even today, however, the entire sector is available for purchase at a high discount. First Hydrogen is very innovative, and there are good rebound opportunities for Nel and ThyssenKrupp. We do the math.
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Commented by Juliane Zielonka on October 9th, 2023 | 07:30 CEST
Altech Advanced Materials, JinkoSolar, RWE: Energy storage market with 14.31% growth - Which stocks are worth considering
Renewable energies are more popular than ever, but they bring fluctuations and volatility that can endanger power grids. That is why German company Altech Advanced Materials focuses on stationary energy storage solutions, which can be particularly useful for ensuring the stability of critical infrastructure. The market for energy storage solutions, as used by Altech Advanced Materials, in the commercial and industrial sectors has significant growth potential. Its size is projected to grow from around USD 44.70 billion in 2023 to USD 87.24 billion by 2028, at a CAGR of 14.31% during the forecast period. Renewable energy giant RWE is once again betting on wind power and is one of the bidders for a lucrative offshore wind farm off the coast of Poland. Chinese company JinkoSolar is also focusing on the safety of its energy storage solutions through artificial intelligence. Find out which stocks are worth considering now.
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Commented by Stefan Feulner on October 6th, 2023 | 07:20 CEST
Nordex, dynaCERT, SMA Solar - Future Industries on Sale
Companies in the renewable energy sector have been in a sharp correction for months. Whether wind, hydrogen or solar, share price losses of over 50% for market leaders such as Plug Power or Nel Asa have not been an isolated case since the beginning of the year. Nevertheless, the future looks promising in these areas, as sharp price setbacks often represent unique long-term buying opportunities.
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Commented by Juliane Zielonka on October 6th, 2023 | 07:00 CEST
Saturn Oil + Gas, Siemens Energy, Allianz: Perennial favorites in the energy sector and insurance - Which stocks are in for big price jumps?
Classic sectors such as energy and insurance are currently attracting the attention of investors. The Allianz Group, as an insurance company, is going through a tough restructuring process and has appointed a new CFO. This time, a woman is to do the extensive cleaning. Shareholder confidence is the currency for valuable business; if it falters, as in the case of Siemens Energy, the wind energy company faces a strong headwind due to its opaque external communication. Clear communication, even in the face of setbacks, gets shareholders on board. In the energy sector, Warren Buffett recently increased his stake in an oil company. A promising candidate in this sector is Saturn Oil & Gas. The Company has the potential to achieve a share price of EUR 3.90 compared to the current EUR 1.88. Investors can learn about the management team's approach in this article.
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Commented by Juliane Zielonka on September 28th, 2023 | 09:20 CEST
First Hydrogen, Siemens Energy, PayPal - Innovative growth with hydrogen and its own currency
Global Market Insights forecasts that the parcel delivery vehicle market is expected to reach over USD 210 billion by 2032, driven by the uninterrupted growth of e-commerce. First Hydrogen is a company specializing in sustainable propulsion solutions for such fleet vehicles. Hydrogen-powered vehicles are also currently finding their way onto the streets of India. India is the world's fifth-largest economy and is sending a crucial signal with hydrogen technology. First Hydrogen has positioned itself in a promising market. Siemens Energy is also betting on hydrogen. After the debacle caused by the takeover of the wind energy company Siemens Gamesa, the hydrogen deal with Air Liquide is finally leading to an increase in the share price. At PayPal, the new CEO is a breath of fresh air. The Company is expanding its growth potential in the direction of its own cryptocurrency. Find out what that means for investors here.
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Commented by Nico Popp on September 28th, 2023 | 09:05 CEST
Germany - Car Country? The exodus begins: Mercedes-Benz, Volkswagen, First Phosphate
Cars still play a significant role in Germany. Many households have two vehicles, some even more. However, sales of new cars have weakened recently - the question of whether to buy a combustion engine or an electric vehicle, along with inflation, have deterred many buyers. German brand manufacturers are now being attracted to the US. There, they are enticed by subsidies and an intact market. Find out what the latest plans of Mercedes-Benz, Volkswagen, and others entail and which relatively unknown company could benefit.
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Commented by Stefan Feulner on September 28th, 2023 | 07:40 CEST
Nordex, Power Nickel, Verbio - On the verge of a Breakthrough
Both politics and business are taking significant risks in their efforts to achieve climate goals. Fossil fuels are to be replaced by alternative energy sources as quickly as possible. In turn, the consumption of metallic raw materials is increasing to build renewable, energy-efficient systems. As Western countries increasingly strive to become independent of imports from Russia or China, domestic producers of critical raw materials, in particular, are likely to emerge as long-term winners.
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Commented by Stefan Feulner on September 12th, 2023 | 07:10 CEST
Trend-setting developments at Covestro, Cardiol Therapeutics and 2G Energy AG
The holiday season is drawing to a close. By Tuesday at the latest, when the last German state concludes its school holidays, every investment banker will be back at their screens, closely monitoring the most exciting events on the markets. Despite the summer lull, there have been many impactful events, especially in second-tier companies, which could significantly impact share prices in the near future.
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