Innovations
Commented by André Will-Laudien on February 20th, 2024 | 07:30 CET
Takeover fever in the biotech sector! Will MorphoSys now be followed by Defence Therapeutics, Evotec and Bayer?
It has happened: Novartis is bidding for MorphoSys. Once again, a long-lasting and persistent rumour mill eventually confirms itself. Those who remained loyal to MorphoSys despite heavy selling last fall have now made a profit of over 300%. If we turn the analytical magnifying glass on the sector, we can see that the speculative biotech stock market segment has started to move again since the challenging year 2023. Hopes of falling interest rates in the near future, along with several other M&A hopes, have led to steady inflows into listed bio-ETFs, resulting in fund managers having recently adjusted their weightings upwards. We analyze which stocks are currently making the loudest noise.
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Commented by Juliane Zielonka on February 8th, 2024 | 07:00 CET
Innovation and expansion in energy supply: Mercedes-Benz, Altech Advanced Materials and Alibaba in focus
Energy supply is one of the top issues for investors. A reliable energy supply promotes stable business conditions and supports economic growth. While the opposite is true in Germany, companies like Mercedes-Benz are focusing on lucrative projects abroad. A joint venture with China to expand charging stations is on the Stuttgart-based company's agenda. The German company Altech Advanced Materials is committed to a secure and affordable energy supply. Together with Fraunhofer IKTS, they are developing a stationary ceramic solid-state battery based on salt, especially for critical infrastructure facilities such as hospitals. This enables a smooth, vital power supply for intensive care units, even in emergencies. While Mercedes-Benz is currently eyeing China, the retail giant Alibaba is publishing its quarterly figures this week, serving as an indicator of the country's economic development. The details are summarized below.
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Commented by Stefan Feulner on February 7th, 2024 | 07:00 CET
Novo Nordisk, Cardiol Therapeutics, Morphosys - Biotechs on a high
After a disappointing stock market year 2023, there is a gold-rush mood in the biotechnology and pharmaceutical sectors. Big names such as Eli Lilly, Vertex, Amgen and Novartis are going from high to high and possess enormous momentum. Acquisitions have also increased dramatically in recent months. The takeover prices are usually significantly higher than the current share prices of the listed companies. This wave will likely increase further due to the pressure that pharmaceutical giants are feeling as licenses expire.
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Commented by Stefan Feulner on January 30th, 2024 | 07:15 CET
Bayer, Defence Therapeutics, Morphosys - Biotech sector still on the upswing
The market is currently in an exceptional phase in the biotechnology sector. Following the record year of 2023, the number of M&A transactions continues to increase in the current year. The reason is clear. Many pharmaceutical giants are under pressure due to the expiration of many patents for high-revenue drugs. On the other hand, smaller, innovative companies are trading at attractive valuation levels following the corrections of recent years. In previous transactions, the acquirers paid significantly more than the current market value.
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Commented by Stefan Feulner on January 22nd, 2024 | 07:00 CET
PayPal, Klimat X Developments, Infineon - Innovations with multiplication potential
Anyone who thought that the 2024 stock market year would be somewhat calmer is likely to have quickly changed their opinion after the first three weeks. In addition to high fluctuation ranges, even in the major indices, the announcement of the figures for the 2023 financial year is now on the horizon. Further price swings both north and south are inevitable. One company that disappointed last year could be in for some price fireworks this week.
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Commented by Stefan Feulner on January 16th, 2024 | 07:00 CET
Nel Asa, Altech Advanced Materials, Nordex - Now the analysts speak
Here we go again; the eagerly awaited reporting season began last week. After the major banks initially published their figures, both positive and negative surprises are likely to dominate the markets until mid-February. Several analyst firms have already expressed their forecasts and adjusted their share price targets in advance. The performance of companies in the renewable energy sector is likely to be particularly exciting. High volatility is guaranteed here.
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Commented by Armin Schulz on January 11th, 2024 | 07:30 CET
Altech Advanced Materials, BYD, JinkoSolar - The Era of Energy Autonomy
In an era where energy not only needs to be generated but also intelligently managed, batteries and energy storage systems are increasingly taking centre stage. They are the inconspicuous heroes of the energy transition that will significantly shape our understanding of sustainability. While renewable energy from sun, wind and water is increasingly feeding into our power grid, reliable storage solutions are the key to using energy where and when it is actually needed. We look at Altech Advanced Materials, a company offering two exciting solutions for the future, and examine BYD, the top dog of electromobility alongside Tesla. Lastly, we explain why JinkoSolar can benefit from future energy storage systems.
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Commented by Juliane Zielonka on November 24th, 2023 | 07:00 CET
Renewable energies - which market environment currently offers the best investment opportunities for Altech Advanced Materials, Plug Power and Siemens Energy
Wind, hydrogen, electric batteries - in this article today, you can find out which renewable energy technology offers an exciting investment case for investors. Altech Advanced Materials AG is to build a battery plant in Germany, focusing on innovative anode technology that can increase the performance of batteries by around 30%. According to CEO Marsh, Plug Power has strong fundamentals, but is the market environment in the US and Europe ready for green hydrogen? In recent months, Siemens Energy experienced challenges in the wind sector, especially with the acquired wind energy company Siemens Gamesa, which still requires repair measures. Which market environment now offers good investment opportunities in renewables?
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Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET
Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming
The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.
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Commented by Fabian Lorenz on November 14th, 2023 | 07:15 CET
Plug Power with Warning Signals! Should you buy SMA Solar and Altech Advanced Materials shares?
Anyone who had hoped that Plug Power's quarterly figures would herald a recovery in the share price was disappointed. On the contrary, the figures should set alarm bells ringing for shareholders of the hydrogen specialist because the investor favorite is running out of money! Is there still hope? In contrast, SMA Solar and Altech Advanced Materials are performing well. Although the share prices of the solar and battery companies have also fallen, there is positive operational news. Altech has published a strong update on its solid-state battery production plant. SMA is significantly increasing profits, but analysts are not satisfied.
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