Investments
Commented by Armin Schulz on April 12th, 2023 | 10:31 CEST
Deutsche Bank, Desert Gold, Barrick Gold - Gold price on the way to an all-time high
After the collapse of Silicon Valley Bank and the rescue of Credit Suisse through the merger with UBS, the great trembling has begun. In the 2008 financial crisis, the FED fired up the printing press to stabilize the banks. In order to avoid inflation, the banks were paid to park their money with the FED. Thus, there is USD 5.7 trillion at the FED, on which interest of more than USD 700 million is due every day. That drives up the money supply and inflation. It is no wonder that alternatives to fiat money are booming. The gold price is already above USD 2,000, and cryptocurrencies have also rebounded. We, therefore, look at two gold companies and analyze Deutsche Bank.
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Commented by Fabian Lorenz on April 12th, 2023 | 10:20 CEST
TeamViewer with 100% rally: Now bet on HelloFresh, Infineon and Aspermont?
The TeamViewer share has put on an impressive rally in the past six months. Since October, the stock has gained almost 100% and is trading at over EUR 15. From JP Morgan's point of view, this is too much. The analysts expect little growth momentum and recommend the share with "Underweight". The target price is EUR 12. In contrast, the shares of Infineon, HelloFresh and Aspermont are recommended as buys. HelloFresh and Aspermont, in particular, did not participate in the tech rally of the past months and have catch-up potential. Experts even see more than 100% price potential.
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Commented by André Will-Laudien on April 5th, 2023 | 20:24 CEST
Triple AAA is in demand in the crisis - Amazon, Aspermont and Alibaba keep their promises!
The DAX rises and rises and rises. At 15,742 points, a new high for the year was reached again yesterday, and the all-time high at around 16,290 points now also appears within reach. The strong rise in interest rates of recent months has slowed down somewhat, as inflation rates are no longer in double digits. However, it is questionable whether the next bull market on the NASDAQ is imminent since the FED recently indicated that it was not yet thinking about interest rate cuts. The so-called "dot plots" of the central bank members, however, speak a different language. We look at some classic growth stocks that are now returning to focus.
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Commented by Juliane Zielonka on April 5th, 2023 | 12:31 CEST
Mercedes-Benz, Canadian North Resources, Rheinmetall: Canada leads the way in raw material supply for electromobility
The energy turnaround is prompting German carmakers such as Mercedes-Benz and defence companies such as Rheinmetall to further expand their search for precious metals. In particular, the Stuttgart-based DAX-listed company has chosen the treasure-rich country of Canada as a cooperation partner for the guaranteed supply of nickel, lithium and cobalt. For explorer Canadian North Resources, such agreements are ideal as the Company pushes ahead with its 100% owned Ferguson Lake nickel, copper, cobalt, palladium and platinum project: further drilling is promising.
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Commented by Stefan Feulner on March 20th, 2023 | 09:37 CET
Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector
Is a new wave of takeovers starting in the biotech sector? Already last year, acquisitions by Big Pharma were expected to increase, but these largely failed to materialize. However, this could accelerate in the current year. On the one hand, pharmaceutical companies, such as vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio; on the other hand, second-tier stocks are attractive targets due to the strong correction.
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Commented by Juliane Zielonka on March 17th, 2023 | 19:17 CET
First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?
Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.
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Commented by Juliane Zielonka on March 16th, 2023 | 12:07 CET
Alpina Holdings, Vonovia, Credit Suisse - Real estate market booms in Asia, Europe staggers along
The Silicon Valley Bank knockout is also making its rounds on this side of the Atlantic. Credit Suisse shares are currently reeling, sliding 30% lower, after its main shareholder ruled out further support. This helped drag down all European banks. That is not all. The real estate industry across Europe is also trembling as the EU Parliament has passed a resolution for the compulsory renovation of all houses. By 2050, all buildings in Europe are to be climate-neutral. As early as 2028, only buildings that are considered "emission-free" are to be allowed to be built. Existing buildings will have to be refurbished if they are deemed to be in poor condition. That means immense renovation costs for the Vonovia real estate group, which is suspected of corruption. The Singapore-based company Alpina Holdings is in a better position here. The Company builds and manages both public and private properties in the Lion City. Read here what this means for investors.
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Commented by Stefan Feulner on March 16th, 2023 | 12:01 CET
E.ON, Smartbroker Holding, Daimler Truck - Optimistic about the future
Despite challenging market conditions with high raw material and energy prices, many companies beat analysts' forecasts for the full year 2022 in the slowly fading figures season. There is no question that the current fiscal year is also likely to be shaped by many external uncertainty factors. Nevertheless, many companies are defying the negative conditions and are on the verge of setting new records in 2023.
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Commented by Stefan Feulner on March 15th, 2023 | 10:21 CET
Deutsche Bank, Desert Gold, Commerzbank - Back to the safe haven
The willingness of investors to take risks increased in recent months despite further interest rate fears and geopolitical uncertainties, but this was abruptly interrupted by the surprising bankruptcy of Silicon Valley Bank. While some banking and financial stocks were dragged down by double digits, the precious metals gold and silver, as well as the cryptocurrencies, celebrated a comeback after a correction lasting several weeks. The next upward wave may have begun, especially in the precious yellow metal, with the climbing of new highs.
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Commented by Nico Popp on March 14th, 2023 | 11:31 CET
Great opportunities, low risk: Vonovia, Canadian North Resources, Rheinmetall
Nervousness is back! Investors worldwide fear a new banking quake, and not just since the SVB settlement in the US. But the situation is anything but clear-cut in other respects as well: surprisingly good economic data and recalcitrant inflation could cause interest rates to rise further - and trigger renewed turmoil. We highlight three safe bets from yesterday and today and explain where an investment might still be worthwhile.
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