Investments
Commented by Armin Schulz on November 7th, 2022 | 10:31 CET
BioNTech, Cardiol Therapeutics, Bayer - Strong growth in the pharmaceutical industry over the coming years
Demographic change is bringing new customers to pharmaceutical and biotech companies. Worldwide, the population is getting older, and with it, the number of patients with dementia, cancer and heart disease. Experts estimate that the population over 65 will increase steadily until 2050. The 'pill gap' will start to have a real impact from 2030, and then the proportion of the aging population will rise again in proportion. Accordingly, all healthcare companies will see growth as the number of customers grows. So today, we look at three companies committed to better patient health.
Read
Commented by Juliane Zielonka on November 4th, 2022 | 11:21 CET
Aspermont, Apple, Amazon - Smart investments in stormy times
Tech shareholders are feeling the cold touch of the recession. But like a small Gallic village, Apple is defying the strong dollar. The Company sold 25% more Macs in the last quarter, even though PC sales declined worldwide. If you know exactly what your customers want, you can deliver exactly what they need. This motto is also used by the Canadian media company Aspermont. In the commodities scene, no insider can get past the now 30 media brands. Aspermont, in turn, uses its media platform to generate new data sets and treasures that benefit investors worldwide. Tech giant Amazon, on the other hand, is fishing in the waters of the competition with an enticing offer...
Read
Commented by Fabian Lorenz on November 2nd, 2022 | 12:34 CET
Gas price collapses: BASF, Porsche, Meta Materials in an upward trend
The sharp fall in gas prices is creating a good mood among investors. This week, the forward contract (TTF) for natural gas fell to below EUR 100 per MWh, its lowest level since June. This is fueling hopes that inflation will cool and the recession will be less severe. The direct beneficiary is, of course, BASF. In addition, a subsidiary is currently earning billions, and analysts see further price potential overall. According to them, the chemical group is currently "simply too cheap". This could also be the case with hot stock Meta Materials. Recently, new orders have given a boost to the share price. Should the Canadians continue the commercialization of the patent portfolio so successfully, significantly higher prices are possible. After the stuttering IPO, the Porsche share has stepped on the gas. But from the analysts' point of view, the air is slowly getting thinner.
Read
Commented by Armin Schulz on October 31st, 2022 | 12:25 CET
Deutsche Bank, Globex Mining, Vonovia - Covering basic investments through shares with potential
The experts always advise diversification in one's portfolio. Add a few shares, some precious metals and real estate holdings, and the portfolio is well-positioned. Nowadays, owning real estate is not so easy with the high prices, and purchasing precious metals is subject to certain limits in Germany. It is therefore easier to map these basic investments via shares. To do this, investors need a securities account at a bank, and all options are open to them. Therefore, today we look at Deutsche Bank as an equity investment, Globex Mining for the precious metals or commodities sector and Vonovia as a real estate investment.
Read
Commented by Armin Schulz on October 27th, 2022 | 13:15 CEST
BASF, Tocvan Ventures, Alibaba - These shares are making headway
Now that the price of gas has fallen below EUR 100, the economy can look more positively into the future. The significantly lower prices should also lead to lower inflation rates in the long term. The markets are already on the upswing because, in addition to the favorable gas prices, the yields on government bonds have also fallen recently. On October 25, the tech giants Microsoft and Google presented their figures, which, however, disappointed. There is also a great deal going on with other stocks. Therefore, we have picked out three companies to look at today.
Read
Commented by Nico Popp on October 27th, 2022 | 12:58 CEST
Buckle up for the comeback?! BYD, Globex Mining, Deutsche Bank
The markets are currently in a comeback mood. But where will the stock market stars soon shine in their old glory, and where is it only enough for a hit medley in the local disco? In order to be able to judge where the journey for fallen angels on the stock exchange floor can go, it depends first and foremost on the substance. We take a closer look at BYD, Globex Mining and Deutsche Bank and ask: Where is the journey heading?
Read
Commented by Stefan Feulner on October 26th, 2022 | 10:15 CEST
BioNTech, Defence Therapeutics, MorphoSys - The rebound is on the way
The biotech sector is a growth market and, therefore, extremely capital-intensive. Due to the stricter monetary policy of the central banks, investors have given the promising sector the cold shoulder in recent months. Sector indices lost around 30% of their value, while the prices of individual stocks with a full development pipeline halved. The fact that several promising long-term companies are already trading below their cash levels shows that the panic is exaggerated. There are signs of a bottoming out, which could herald the next upward wave.
Read
Commented by Stefan Feulner on October 25th, 2022 | 11:26 CEST
Varta, Barsele Minerals, Nel ASA - Hard-hitting announcements from analysts
The suspense is rising - the third quarter number season is open. It will be interesting to see how companies from various sectors have performed in the months from July to September despite imponderables such as rising raw material and energy costs and the global economic downturn. Due to the partly horrendous share price losses in recent months, interesting buying opportunities could arise at a cheaper level, which should promise high price gains in the long term.
Read
Commented by André Will-Laudien on October 24th, 2022 | 12:17 CEST
US equities reporting season: Netflix, Snap, Meta Platforms, Aspermont - Will it continue explosively?
In October, the reporting season for the 3rd quarter started in the USA. This is a highly exciting time, as moves of up to 25% or more are not uncommon when a NASDAQ stock grossly deviates from its guidance. After years of bliss in the tech sector, a new parameter has also crept into the valuation of growth stocks: Interest rates. Discounted future cash flows represent the value of a stock today. If these are adjusted downward and valued at a higher discount due to increased interest rates, this can trigger significant price corrections in an emergency. Of course, this scenario also applies to upside surprises - a reason for further research.
Read
Commented by Juliane Zielonka on October 20th, 2022 | 11:41 CEST
TubeSolar, BASF, Nordex - Mastering the energy turnaround with these shares
Innovative photovoltaic companies like TubeSolar are defying the crisis. Their patented solar tube systems enable a double use of open spaces. The application thus brings farmers double profit: both through farming and additionally through the generation of solar power. The latest coup of the Landwind Group, together with Nordex AG, also proves how valuable energy generation is in this European crisis. A total of 12 wind turbines will generate 81.6 MW of electricity in the future. Companies like BASF AG are feeling the exploding electricity prices. Therefore, the red pencil is applied to save EUR 500 million per year outside of production. Will the Ludwigshafen am Rhein site remain?
Read