Investments
Commented by Juliane Zielonka on January 27th, 2023 | 11:45 CET
Commodity stocks pick up, Saturn Oil + Gas, RWE, BASF - Forward-looking with high returns
Central and Northern Europe are firmly enveloped in wintry temperatures. BASF AG's balance sheet is just as frosty as the current weather because its subsidiary Wintershall Dea is no longer doing business with Russia. The consequence for BASF is a minus of EUR 1.4 billion. Business is entirely different for RWE, with the figures exceeding analyst expectations. Thanks to the commodity trading division, the Company is doing exceptionally well, so DZ Bank has set RWE at "Buy" with a fair value of EUR 53 per share. Valuable raw materials such as oil and gas are extracted by the Canadian company of the same name, Saturn Oil & Gas. Thanks to a new takeover, their production potential has increased by a whopping 140%.
Read
Commented by Armin Schulz on January 25th, 2023 | 13:48 CET
Vonovia, Alpina Holdings, Commerzbank - Has the real estate market bottomed out?
The past few years have been an El Dorado for the real estate sector. But since interest rates started rising, dark clouds have gathered over the real estate market. In addition, the sharp rise in construction costs and inflation are pulling money out of the pockets of interested real estate buyers and making them reluctant to make purchasing decisions. According to a study by EY Real Estate, the real estate investment market slumped by 40% in 2022. In 2023, transaction volumes could fall further. We take a look at three companies around the real estate sector and highlight the opportunities and risks.
Read
Commented by Stefan Feulner on January 23rd, 2023 | 10:11 CET
Aurelius, Smartbroker Holding AG, Hypoport - Strong movements
For years, the construction industry was booming. However, the sector slid into a deep crisis last year due to rising construction costs and the end of low interest rates. Experts are not yet giving the all-clear for the current year, either. The figures for online brokers were also down sharply. As a result, the share prices of the companies concerned plummeted. At a discounted level, this offers attractive entry opportunities for a company that should enjoy an absolutely unique selling proposition in the event of a successful launch of its new platform.
Read
Commented by Fabian Lorenz on January 19th, 2023 | 11:24 CET
Nel after the ITM Power shock: Better to bet on BioNTech and Alpina Holdings?
The year 2022 was not the year of growth stocks. Will this change in 2023? The positive start to the current year shows that the chances of this happening are quite good; however, not in the hydrogen sector. The renewed warning from ITM Power is weighing on the entire sector and stoking fears that Nel, Plug Power & Co. will not be able to work off their full order books in 2023 either. That is where a look at other sectors and stocks can pay off. Example: Alpina Holdings from Singapore. The Company is growing at double-digit rates, and its valuation is incredibly low. BioNTech wants to expand further. Goldman Sachs expects strong newsflow from the cancer pipeline in 2023.
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read