Investments
Commented by Armin Schulz on January 16th, 2023 | 15:27 CET
BP, Saturn Oil + Gas, Shell - Is a new price cap for Russian oil coming?
The price cap of USD 60 for a barrel of Russian oil has been in place for just over a month. According to high-ranking diplomats from both countries, Poland and Lithuania already want to lower the current maximum price once again. It is not yet clear whether the sanctions will actually have any effect. Russian Deputy Prime Minister Novak said Russia had no export problems despite the sanctions. Positive signals for oil came from the US, as inflation continues to weaken and inflation expectations also fell for the fourth month straight. In addition, according to energy traders, demand from China and Europe is picking up. We, therefore, take a closer look at three oil producers.
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Commented by Nico Popp on January 10th, 2023 | 11:42 CET
A wake-up call for gold - China as an indicator: Deutsche Bank, Alerio Gold, JinkoSolar
For years, gold has not been as exciting as it is today. Why? Central banks, like the Bank of China, have recently been bullish on gold. In addition, many economies will slide into recession in 2023 - traditionally, a good environment for gold. We look at the past, pick up on current facts and explain which stocks have potential.
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Commented by Stefan Feulner on January 10th, 2023 | 11:35 CET
BYD, Alpina Holdings, Alibaba - Turnaround in Asia
Asian stock markets are on the verge of a powerful rebound. Due to the Zero-COVID strategy in China in recent months, the markets corrected due to concerns of a sustained economic slowdown. With an end to the lockdown, signs are pointing to growth again. After a massive sell-off, there are attractive opportunities for short-term trading gains, especially in technology stocks.
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Commented by Stefan Feulner on January 3rd, 2023 | 08:30 CET
Growing optimism at Deutsche Bank, Alerio Gold and Sartorius
The volatile and weak stock market year 2022 is history, but the issues with rising inflation combined with fears of recession as well as the uncertainties in geopolitics with existing and threatening conflicts in Ukraine and Taiwan remain. Thus, at least the high volatility is likely to continue. Despite all the imponderables, many experts see opportunities for a thoroughly positive stock market year. In the gold sector, too, new price targets beyond 2000 are already being passed around. Many shares from this sector therefore offer attractive long-term entry opportunities at a reduced level.
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Commented by Stefan Feulner on December 30th, 2022 | 17:52 CET
BioNTech, Defence Therapeutics, Pfizer - The cards are being reshuffled
The Corona pandemic is seemingly coming to an end after almost three long years. The return to normality, now in China and the rest of the world, is a relief for society and the economy. In contrast, vaccine manufacturers are losing a billion-dollar business that is difficult to compensate for with products in other areas of application. Nevertheless, the stock market valuations of the vaccine producers continue to be exorbitantly high, as does their drop in value.
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Commented by Juliane Zielonka on December 29th, 2022 | 09:27 CET
Aspermont, Amazon, flatexDEGIRO - In the frenzy of customer growth
Aspermont, Amazon and flatexDEGIRO combine rapid customer growth in digital times. As a digital publishing pioneer, Aspermont is a frontrunner for high-quality content in the mining, energy and agriculture sectors. Financials from the fiscal year 2022 prove it. According to insiders, Amazon is trying its hand at its own sports app. The Company recently suffered a defeat in the battle for streaming rights. Big tech giant google secured a lucrative NFL package. Likewise, flatex has secured the user accounts of DEGIRO. Since 2019 and now after the merger, the listed broker has recorded customer growth of 500%. That also makes BaFin sit up and take notice.
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Commented by André Will-Laudien on December 29th, 2022 | 09:20 CET
Top Asian Picks for 2023 in place of Tesla: Alibaba, Alpina Holdings, BYD, JinkoSolar: Invest in the best!
The Asian tech giants have not yet been able to break away from their downward trend in 2022. After losing almost 50% in 2021, e-commerce giant Alibaba again lost more than 15% at the end of the year, while other stocks such as Baidu and Tencent also posted double-digit losses. In the US, the once so-popular stocks were quickly removed from the funds. Currently, only die-hard fans are likely still invested. Fortunately, the tense situation has calmed down somewhat in recent weeks, and even the Chinese regulator is gradually realizing that the heavy monitoring of the digital economy is slowing down the growth prospects of its own economy. Some analysts have already downgraded Chinese GDP growth by a full 1.5 percentage points from 2022 to 2025. However, Asia can still score points in an international comparison. Where are the opportunities?
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Commented by André Will-Laudien on December 23rd, 2022 | 07:55 CET
Is the e-mobility gold rush coming to an end? Volkswagen, BYD, Alerio Gold, Deutsche Bank - What is going on with Tesla?
Elon Musk had a calculated fortune of around USD 280 billion at the peak of the Tesla share. After the crash of the miracle share and the purchase of Twitter, he is now said to own around USD 150 billion less. According to calculations by the analysis firm Factset, Musk still holds around 14% of the shares in electric car manufacturer Tesla. Here alone, there is a gaping loss of over USD 100 billion. New at the world's top for the first time is a Frenchman: Bernard Arnault, the 73-year-old CEO and co-owner of the luxury group LVMH. According to the US magazine Forbes, he has a total fortune of USD 186 billion - and thus passes Musk and Buffet. Has the "climate wonder weapon" electromobility already seen its horizon?
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Commented by Stefan Feulner on December 22nd, 2022 | 15:35 CET
Saturn Oil + Gas, BP, First Hydrogen - Potential recognized
The high volatility on the stock markets is likely to continue in the coming year, as the economic and geopolitical situation is too uncertain. This, in turn, offers enormous opportunities to acquire promising stocks at discounted levels that have received little attention from the public. With the ongoing correction in the oil sector, which major analyst firms believe is likely to regain strength in the US in the coming year, there are attractive companies, particularly from the second tier, that should significantly outperform the broader market in the expected upturn.
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Commented by Stefan Feulner on December 22nd, 2022 | 11:21 CET
Barrick Gold, Desert Gold, Iamgold - Takeovers on the rise
The record year 2020, with highs of over USD 2,070 per troy ounce at the base price, filled the coffers of the large gold producers. Due to the correction that has been going on for 2 years, smaller and mid-sized mining companies lost more than 80% of their value, making them attractive takeover targets at a cheaper level. Recently, there has been an increase in acquisitions, which are likely to increase further in the coming months. A particularly high level of activity can be observed on the African continent at the moment, as the latest example shows.
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