Innovations
Commented by Fabian Lorenz on June 12th, 2024 | 07:00 CEST
Shock at Plug Power! Thyssenkrupp Nucera and Altech Advanced Materials with up to 100% upside potential!
Alarm at Plug Power. After the price jump in May, the share has gone into reverse again and lost 10% of its value in just a few days. Financing worth billions for the struggling hydrogen pioneer is uncertain, bringing the Company's potential insolvency back into the focus of investors. German hydrogen hopeful Thyssenkrupp Nucera received positive analyst comments. Could the share perhaps even double in value? And what is Altech Advanced Materials doing? The shares of the German battery hopeful have bottomed out and may offer an entry opportunity. The market potential for Altech is huge.
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Commented by Stefan Feulner on June 3rd, 2024 | 07:00 CEST
Bloom Energy, Altech Advanced Materials, JinkoSolar - Renewables are booming again
The hype that began at the start of the decade was followed by disillusionment and drastic share price losses. Over the past three years, renewable energy companies such as Plug Power, Nel ASA & Co. have lost disproportionately to the broader market. For some months now, however, many share prices have been showing signs of bottoming out, which could herald the next upward movement. There is no question that hydrogen, photovoltaics, and wind energy technologies will be further expanded in the future.
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Commented by Juliane Zielonka on May 31st, 2024 | 07:00 CEST
Globex Mining, Samsung Electronics, BYD: Commodity rally and innovations from Asia
Increasing demand for generative AI, consumer electronics, and innovations in the automotive industry are significantly boosting demand for raw materials. These are golden times for explorers like Globex Mining. The Canadian company has such a broad-based commodities portfolio that it can be seen as a minerals land bank. For investors, this means reduced risk thanks to high diversification. Samsung Electronics is currently facing several challenges. Not only have they been overtaken by NVIDIA in chip production, but the workforce is also becoming restless. In South Korea, this would be the very first strike in the Company's history. Although the brand value is highly regarded globally, things seem to be quite off-kilter in Suwon. Innovations are produced in Asia. Car manufacturers such as BYD, Geely and Toyota are focusing on the next evolutionary stage in the development of electromobility. The EU, on the other hand, appears helpless and is trying to undermine competition with punitive tariffs. Will they succeed?
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Commented by Juliane Zielonka on May 30th, 2024 | 07:15 CEST
dynaCERT, Mercedes-Benz, Amazon - German Engineering: technological transformations in focus
Entrepreneurs like the founders of dynaCERT are creating solutions for a cleaner environment. With a hydrogen-based bridging technology specifically for diesel engines, emissions can be reduced while maintaining the same level of efficiency. Now, the management team is being strengthened by a top-notch individual from Germany with vast experience in growth strategies. Intelligent minds are urgently needed everywhere. At Mercedes-Benz, there seems to be too much reliance on the allure of the brand and a popular model. There is hardly any other explanation for the electrification of this off-road design icon. SAP and Amazon Web Services are entering a special German-American relationship. With their joint venture, they are bringing generative AI to companies, thereby increasing productivity. Three solutions from three companies, with a focus on German expertise.
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Commented by Armin Schulz on May 23rd, 2024 | 08:30 CEST
E.ON, MGI - Media and Games Invest, Bayer - Through transformation into a golden future
Sometimes, companies are forced to overhaul their business areas if they wish to survive. A transformation is then unavoidable, and hopefully, the companies emerge stronger in the end. However, there is also the possibility that management will recognize the signs of the times early on and adapt their business models. From traditional companies that are starting a second life through digital innovation to young start-ups that are becoming market leaders through strategic realignments, companies are constantly facing challenges. Their path to a golden future is characterized by visionary decisions, agile adjustments and an unwavering will to improve continuously. We have selected three candidates that are currently undergoing a transformation.
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Commented by Armin Schulz on May 6th, 2024 | 07:15 CEST
Bayer on the path out of crisis. With their oncology pipelines, are Defence Therapeutics and BioNTech also on the verge of a turnaround?
After several years of stumbling from one crisis to another, pharmaceutical and agrochemical giant Bayer is now showing signs of a recovery on the horizon. As Bayer navigates its long and rocky road out of the crisis, investors and industry experts are now turning their attention to two other exciting biotech companies: Defence Therapeutics and BioNTech. Both companies, which have caused a sensation in the past mainly due to their revolutionary approaches in cancer therapy, could follow in Bayer's footsteps with their promising oncology pipelines, moving from uncertainty to a bright future.
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Commented by André Will-Laudien on April 24th, 2024 | 07:00 CEST
Takeover rumors for biotech shares: BioNTech, Formycon, Cardiol Therapeutics and Novo Nordisk in focus
The biotech sector has significantly lagged behind the performance of artificial intelligence and high-tech this year. This is due to high inflation, which in turn has made an imminent interest rate cut unlikely. Nevertheless, Germany's economic conditions are deteriorating dramatically, particularly due to the ongoing geopolitical conflicts. It should, therefore, come as no surprise if the ECB announces an "emergency interest rate cut" in the summer. That would then be the starting signal for a major reshuffle out of the best performers of recent months and into the long-neglected biotech segment. We have selected a few interesting stocks.
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Commented by Fabian Lorenz on April 23rd, 2024 | 07:00 CEST
TAKEOVER FEVER for biotech shares! Evotec, Bayer, Vidac Pharma - Who will follow Morphosys?
There is takeover fever in the biotech sector. Genmab recently announced the acquisition of ProfoundBio, the US biotech company developing ovarian and endometrial cancer drugs, for USD 1.8 billion. With Morphosys, the takeover carousel is also turning in Germany. Who is the next candidate? Evotec is often mentioned. Due to unauthorized insider trading, the biotech company's shares have come under fire this year and offer an interesting entry opportunity. Vidac Pharma also impresses operationally. The Company's new approach has the potential to revolutionize cancer treatment. The study results of the past few months are very promising. Bayer shares surprised investors yesterday as one of the day's winners in the DAX. Is the Leverkusen-based company's stock about to take off?
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Commented by Juliane Zielonka on April 18th, 2024 | 07:00 CEST
Volkswagen, Altech Advanced Materials, BYD - who can benefit from China's rise
Chinese companies such as BYD benefit from state subsidies and domestic access to raw materials. BYD's subsidies have risen from EUR 220 million in just three years to EUR 2.1 billion. These sums are helping BYD dominate the Chinese electric vehicle market and increasingly penetrate the European market. Volkswagen cannot escape the pull of China either. As part of its "In China, for China" strategy, Volkswagen is expanding its cooperation network with Chinese partners. The aim is to reduce costs significantly in the development of EV technology. For companies like Altech Advanced Materials, close cooperation with Chinese market leaders such as BYD and Volkswagen offers the opportunity to commercialize innovative battery technologies that meet the needs of the changing market. One of these innovations, made in Germany by Altech Advanced Materials, increases the longevity of EV batteries by 30%. Here are the details.
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Commented by André Will-Laudien on April 10th, 2024 | 06:45 CEST
Attention: Biotech takeovers, after MorphoSys, now Bayer, Vidac Pharma, BioNTech and Pfizer are on the radar
Since the onset of the COVID-19 pandemic, there has been little movement in the biotech sector. However, after a challenging year in 2023, the sector was at least able to start the new year on a solid footing. The surprising takeover of MorphoSys recently got hearts beating again, as Novartis put a whopping EUR 2.7 billion on the table for the cancer specialist from Munich. Only months before, MorphoSys had been traded on the stock exchange at just EUR 700 million. The special market situation in this case was also characterized by the high short ratio, which led to an exorbitant rise in the share price of almost 400% in the final phase. Speculative investors are now keeping a wary eye on potential takeover candidates as the sector is once again attracting considerable attention. We are taking a closer look and searching for the next pearl.
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