Logistics
Commented by Armin Schulz on July 16th, 2024 | 07:30 CEST
Daimler Truck, First Hydrogen, Nikola - Green logistics companies in focus
With the aim of promoting greener technologies and meeting legal requirements, logistics companies are faced with the choice between electric and hydrogen drives for the future. Many countries have introduced strict emissions regulations to reduce CO2 emissions and minimize the use of fossil fuels. While electric drives impress with their high energy efficiency and low operating costs, hydrogen drives score points with their fast refueling and long range. We have picked out three companies, some of which are pursuing different approaches, and take a look at their current situation.
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Commented by Juliane Zielonka on February 1st, 2024 | 07:00 CET
Amazon, First Hydrogen and Delivery Hero: Future-oriented logistics shares in focus
People worldwide order goods and groceries through digital marketplaces such as Amazon or Delivery Hero. The Corona pandemic, in particular, has caused delivery services and logistics operators to boom. Amazon is presenting its Q4/23 figures today, and analysts expect double-digit sales growth. The industry is changing, with a focus on the mobility of delivery vehicles. Amazon invests in e-cargo bikes in the UK, where the emphasis on greentech is strong. The Company First Hydrogen, with its fuel cell vans (FCEV), has welcomed an exciting new partner in the UK for further test runs with its FCEV, which offers more power and endurance compared to conventional EVs. Additionally, Delivery Hero is undergoing some strategic changes in its portfolio. Learn more about these developments here.
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Commented by Juliane Zielonka on November 10th, 2023 | 09:15 CET
Healthcare and Logistics in Focus with Amazon, First Hydrogen, Bayer - Where growth is created
Telemedicine is a blessing for anyone lying in bed with a fever and in need of a doctor or medication. Now, 167 million Americans can benefit from it. Amazon rolled out the telemedicine service to all Prime members in the States this week. To ensure that deliveries arrive on time and with as few emissions as possible, First Hydrogen has developed a van that has already successfully passed its test phase in the UK. A range of 630 km can be covered on one hydrogen charge. But that is not all; the Company is planning much more in the field of hydrogen. After sobering figures, Bayer AG is focusing on drastic measures instead of innovations, but these will benefit those who truly do their job. We take a glance at the details.
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Commented by Juliane Zielonka on August 3rd, 2023 | 07:35 CEST
dynaCERT, BASF, Daimler Truck AG: Investors pounce on logistics stocks, new opportunities and profit potentials
dynaCERT is developing a patented technology that generates hydrogen and oxygen on demand and delivers them through the air intake system to improve combustion and carbon emissions in various diesel engines. The Company has sold 93 HydraGEN™ units to a logistics company in Guyana to support the country's ambitious goal to reduce CO₂ emissions by 70% by 2030. BASF has cut its investment budget amid a global downturn to preserve cash. Amid takeover rumors from chemical company Covestro, BASF CEO Martin Brudermüller calls for support from the German government to improve the competitiveness of European chemical companies. Daimler Truck has launched a share buyback program in which up to 82.3 million shares may be repurchased. The Company expects a significant increase in profits with higher revenue and sales.
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Commented by André Will-Laudien on November 14th, 2022 | 12:46 CET
Hydrogen buying panic for COP27: Plug Power, First Hydrogen, Nel ASA, Ballard Power - 100% rally ahead!
That was a turn on the heel. DAX and NASDAQ were ablaze two weeks ago. But now buyers have prevailed and are defying the adverse environment. The favorite stocks of investors are back again. With the narrow victory of the Democrats in the Senate, Joe Biden can now continue his ambitious future program for modern infrastructures unhindered. The hydrogen sector could be one of the beneficiaries; some stocks have already recovered more than 20% in just 48 hours. Which title has the best cards?
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Commented by André Will-Laudien on October 6th, 2022 | 12:44 CEST
Hydrogen - the fuel for transportation and logistics stocks: Plug Power, dynaCERT, ThyssenKrupp, and Daimler Truck with imagination
Hydrogen technology finally seems to be gaining momentum on the industrial side. Time and again, companies such as Plug Power or Nel ASA are reporting various orders from the private and public sectors. Unfortunately, conventional diesel drives still dominate the transportation and logistics sector. However, the exhibitors at the IAA Transportation in Hannover have quite different goals: They want to lead truck transport into a climate-neutral logistics era. This requires a willingness to invest and appropriate technological support. Fleet operators, meanwhile, are already shuffling their feet and waiting for the producers to give the green light. There are great opportunities for investors to be involved right from the start.
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Commented by André Will-Laudien on October 30th, 2020 | 13:14 CET
Amazon, Deutsche Post, dynaCERT - Properly shipped!
For investors who are always dealing with new trend topics, there is now the "FreightTech" corner from the technology sector. The term describes the technology to improve freight, shipping and logistics. The trend has been on the radar of venture capital companies for several years, and institutional investments are on the rise. "Online commerce" is now driving the headlines currently, which during the Covid 19 pandemic more than exceeded previous expectations. With the latest contact restrictions, people are doing much more from home - making logistics companies the absolute winners of the pandemic. Global consultants and experts in transportation, such as Roland Berger, are calling on established players to understand their environment better, to master the adaptation of current business models and challenges posed by changing market dynamics. We take a closer look...
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