Investments
Commented by André Will-Laudien on September 22nd, 2023 | 07:20 CEST
Recalculation! These are the bare figures: TUI, Saturn Oil + Gas, Deutsche Bank - Buy prices non-stop!
Companies do not always have good figures in their baggage. Analysts listen very carefully to the words of those in charge. Often, it is only a minor sentence that changes entire valuations. TUI is slowly approaching pre-COVID figures. Saturn Oil & Gas must backtrack slightly because of substantial forest fires in Alberta, and Deutsche Bank aims to finalize the Postbank project in 2023. All three stocks offer good buying opportunities because the long-term prospects are quite convincing.
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Commented by Nico Popp on September 19th, 2023 | 08:25 CEST
Interest rates at a high - What to consider now: Deutsche Bank, Vonovia, Viva Gold
The European Central Bank (ECB) recently raised interest rates by 25 basis points. For many market observers, this could mean that the benchmark interest rate within the Eurozone has reached its peak. In the US, the signs also point to a pause in interest rates. Here, we explain what this means for various asset classes and how investors should navigate the high-interest rate environment. Additionally, we will explore an interest-free alternative that has its merits for various reasons.
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Commented by Armin Schulz on September 18th, 2023 | 07:40 CEST
Deutsche Bank, Globex Mining, Vonovia - What are the consequences of the ECB's latest interest rate hike?
After a long period of zero interest rate policy, the ECB is stepping up the fight against inflation and last week raised interest rates for the 10th time in a row. The effects are very different. For banks, on the one hand, profit may increase via higher interest rates, but it may also decrease if fewer loans can be made. For commodities, the rise in interest rates in Europe could lead to a stronger US dollar. However, this is rather unlikely, as interest rates in the US are still higher. For the real estate sector, rising interest rates are poison. Loans are becoming more expensive, and thus, demand for real estate is falling. Today, we look at one company from each sector.
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Commented by André Will-Laudien on September 18th, 2023 | 06:30 CEST
Unbelievable! Hands off AI, biotech in rebound! Bayer, Defence Therapeutics, Morphosys
The big fall decline is now over. It is always a difficult time, but the so-called "Triple Witching" went relatively smoothly this time. The European Central Bank (ECB), in its first interest rate meeting after the summer break, decided to raise key rates by another quarter point to 4.00%, up from the previous 3.75% in July. At the same time, it lowered its inflation forecast for 2025 and the outlook for economic growth in the Eurozone for the years 2023 to 2025. Economic risks are increasing, but inflation remains the determining factor for interest rates. Expectations that the US Federal Reserve (FED) will announce an interest rate pause at its next meeting on Wednesday have boosted confidence. Last week's big losers were the recently favoured AI stocks Nvidia, Microsoft and C3.ai. However, the biotech sector has recently started to climb again. Where are the opportunities for investors?
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Commented by André Will-Laudien on September 14th, 2023 | 09:05 CEST
Artificial Intelligence in practice? Nvidia, NorCom, Palantir - The next 100% with Big Data
The stock market is not a one-way street. Investors are trying to ride the wave of "Artificial Intelligence" (AI), and corresponding stocks such as C3.ai, Nvidia, Microsoft, or Palantir are performing well in 2023. A new megatrend is underway here, which, according to experts, will continue for several years. However, because of the high valuations in the entire sector, it is worth taking an analytical look. After all, no one knows how long the AI boom will continue to generate decent returns on the stock market. Opportunity-rich stocks still exist in the second and third tier. We are taking a closer look.
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Commented by Nico Popp on September 12th, 2023 | 08:25 CEST
Wirecard 2.0 for AI industry? Deutsche Bank, Commerzbank, Desert Gold
It is currently little more than a sequence of events and backgrounds. Nevertheless, the video, published at the end of last week, has great explosive power. Is there a rigged game going on around one of the largest companies in the world? Are greedy hedge fund managers lining their pockets with dubious schemes? And above all, are these events sending us into a disaster compared to which the collapse of Wirecard is a non-event? We assess the situation, provide insights and point out alternatives.
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Commented by Armin Schulz on September 12th, 2023 | 08:05 CEST
NVIDIA, Defense Metals, Alibaba - Tensions between China and the US are on the rise again
During the BRICS summit, it was announced that six new countries will join the alliance on January 1, 2024. These countries include Saudi Arabia, Iran, the United Arab Emirates, Argentina, Egypt, and Ethiopia. This development might not sit well with the United States, as it could threaten the dominance of the US dollar. In addition, there are tensions with China over Taiwan. In July, the Middle Kingdom limited exports of rare earths. China has now added fuel to the fire by banning government officials from using iPhones. Before this, the US restricted exports of NVIDIA's AI chips to the Middle East. Tensions are rising, making it a good time to look at three companies affected by these developments.
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Commented by André Will-Laudien on September 5th, 2023 | 07:10 CEST
Changing of the guard in the bull market - Deutsche Bank, TUI and Viva Gold can score!
The valuation on the capital markets has developed quite differently in recent months. The DAX 40 index is currently valued at a P/E ratio of only 12, but this ratio is almost 24 for the growth stocks on the NASDAQ. Some clearly state: "In the DAX, industrial stocks dominate, whereas in the NASDAQ, growth-oriented tech companies prevail." Technology stocks accelerate many times over, even in times of crisis, if the business model fits the times. Nevertheless, they are also subject to interest rate causality, i.e. if refinancing becomes more expensive, the return on equity demanded by investors also increases. In August, the 30-year US bond exceeded the 4.25% yield mark. Historically, this has often signaled a temporary end to the tech bull market. Many second-tier stocks appear to be unjustly neglected. We name three potential beneficiaries of an upward turn in interest rates.
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Commented by Nico Popp on August 28th, 2023 | 07:00 CEST
AI hype soon over? Deutsche Bank, NVIDIA, Globex Mining
In September 2022, NVIDIA and Deutsche Bank announced an innovation partnership focused on Artificial Intelligence (AI). The goal: to enhance and secure financial services. A lot has happened since last year's announcement. AI is seen as a productivity booster and "the next big thing." The prices of shares such as NVIDIA have also multiplied since then. This even makes partner Deutsche Bank uneasy. We highlight risks and show alternatives.
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Commented by Nico Popp on August 21st, 2023 | 08:00 CEST
China's shadow banks send first shock waves: Deutsche Bank, Allianz, Viva Gold
To many market observers, China was considered the true powerhouse of financial markets. Even when US growth was reaching its limits due to crises, the Chinese continued scoring points with growth rates well above the 5% mark. But the situation has changed. China is increasingly becoming a problem case. The Chinese real estate market is in a predicament. The situation surrounding project developer Country Garden could, much like in the case with Evergrande before, make waves internationally and put German financial institutions in a difficult situation.
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