Investments
Commented by Nico Popp on March 7th, 2023 | 15:13 CET
Precious metals - Now or never: Barrick Gold, Blackrock Silver, SMA Solar
The prices on the stock markets are swinging buoyantly upwards. In fact, this is a reason for a relaxed mood among investors. We explain why every stock market investor should think about precious metals right now and why it is more than just a typical crisis insurance in the latest article.
Read
Commented by Armin Schulz on March 6th, 2023 | 14:15 CET
Alibaba, Alpina Holdings, NIO - Buy Asian stocks now?
The ECB has so far failed to keep pace with the US in terms of interest rate hikes. The reward for this was inflation of 8.7% in Germany in January. The value is expected to remain at this level in February. The Federal Statistical Office recently made changes to the shopping basket and used 2020 instead of 2015 as the base year for the calculation. The high energy prices, especially in Germany, are causing great uncertainty in industry. BASF has already decided to invest several billion euros in China. There have been positive impulses for the economy from China since the easing of the Corona measures. An economic upswing could be imminent here. Reason enough to take a closer look at three companies from Asia.
Read
Commented by Nico Popp on March 6th, 2023 | 14:10 CET
German industry at a crossroads: Volkswagen, Altech Advanced Materials, BASF
There was often talk of the end of German industry last year. But fortunately, gas supplies did not run out, and many companies showed themselves to be extremely robust in their quarterly figures. Nevertheless, many companies, too, are facing difficult decisions. We look at what is at stake and what this may mean for investors.
Read
Commented by Nico Popp on March 2nd, 2023 | 19:55 CET
Short-term 100% opportunity - Uranium is picking up: Global Atomic, Myriad Uranium, Rio Tinto
Nuclear power as a discontinued model? Only ideologists with exclusively German glasses believe that! As of January 2023, new nuclear reactors are planned worldwide: In China, a whopping 47. In Russia 25, in India 12, the USA 3, Egypt 2 and so on. Even Japan, shaken by the Fukushima disaster, wants to connect a new nuclear power plant to the grid and believes in the safety of modern technology. We shed light on the uranium market and present a company with around 100% share price potential from a standing start.
Read
Commented by Armin Schulz on March 1st, 2023 | 14:16 CET
Alibaba, Aspermont, ProSiebenSat.1 Media - Digital business models on the road to success
Digital business models are crucial for the future. Digital technologies are becoming increasingly important, and companies have more opportunities to offer their products and services. In addition, these models also enable companies to achieve cost savings and work more efficiently. Even during Corona, businesses that had already developed digital solution approaches performed particularly well. We look at three of these companies today.
Read
Commented by Stefan Feulner on March 1st, 2023 | 14:10 CET
Aixtron, Altech Advanced Materials, Sixt - Prospects remain rosy
Despite the continued uncertain environment of the Ukraine war, inflation and rising interest rates, many companies are surprising positively in their full-year 2022 figures. In addition, forecasts are extremely positive despite pessimism regarding the struggling global economy. In terms of innovations, too, the trend is steeply upward. In this context, one German company in particular could rise to become a leading player in battery technology.
Read
Commented by Fabian Lorenz on March 1st, 2023 | 13:55 CET
Nel ASA, TUI and Alpina Holdings: Shares with up to 100% price potential?
The reporting season is in full swing. The 2022 figures are an opportunity for investors to review their investment decisions and, if necessary, reposition themselves for 2023. For one of our three companies, analysts see up to 100% upside potential but also a "sell". The figures from Nel ASA were awaited with great excitement. Since last year, hydrogen companies have been good for a surprise every time they open their books - unfortunately, more of a negative one lately. Nel has also seen its fair share of good and bad news, and the first analysts have spoken out. At TUI, analyst comments are rather negative. Analyst opinion: Better than feared, but not good enough. In contrast, Alpina Holdings offers a favorable valuation and a dividend yield of 3%. Yet 2022 was relatively quiet for the real estate company from Singapore. In the future, margins and earnings should rise again.
Read
Commented by Juliane Zielonka on February 24th, 2023 | 15:59 CET
dynaCERT, Mercedes-Benz, BYD - Is hydrogen the better alternative to electromobility?
New government measures are driving the shift from fossil fuels to renewables. While some of these measures defy logic (combustion car ban in the EU in 2023), others are leading to market changes that have a meaningful impact. The US Inflation Reduction Act, for example, is funneling money into the expansion of a nationwide hydrogen fueling station infrastructure. This is excellent news for the logistics industry, as tough cost calculations will determine the pros and cons of new forms of propulsion for heavy-duty trucks and commercial vehicles. This represents a market opportunity for the Canadian company dynaCERT, which provides switchable hydrogen drives. Hydrogen weighs less than electric batteries, and on the road, every kilogram counts for the freight. The Mercedes-Benz Group, including Daimer Truck AG, is also betting on hydrogen. China competitor BYD, meanwhile, has to reckon with cancellations for EV batteries because the devil is in the details here.
Read
Commented by André Will-Laudien on February 24th, 2023 | 15:51 CET
Rising interest rates, rising margins: Steinhoff, Desert Gold, Deutsche Bank and Commerzbank - Watch closely!
In the coming weeks, the moment of truth will strike for the national central banks of the eurozone because 20 years of money printing is taking its toll in the form of billions in losses. The respective state coffers will not only miss out on dividend payments but could even need capital injections. Bloomberg points to this development. The Swiss National Bank already made a start in February with a record write-down of 132 billion francs. The markets are now eagerly looking to the ECB and the US Fed. Incidentally, the taxpayer is liable for the central bank's balance sheet imbalances. If the write-downs on the bond holdings due to the quantitative easing of recent years exceed the equity capital, the member states are threatened with payment obligations. It would be a surprise if gold did not react positively to such news.
Read
Commented by Stefan Feulner on February 23rd, 2023 | 15:21 CET
Baidu, Alpina Holdings, Stellantis - The course is set
Despite a challenging market environment, rising inflation and still uncertain supply chains, many companies continue to surprise with their full-year 2022 results and defy the current crisis. The outlook for the current fiscal year 2023 also looks promising due to the course set with regard to new innovations.
Read