RealEstate
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.
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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.
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Commented by André Will-Laudien on February 16th, 2023 | 21:58 CET
Attention. Climate and Tech Rally 3.0 continues - Are Alibaba, PayPal, Alpina Holdings and TUI in the Champions League?
The year is only just six weeks old, and already big winners can be spotted on the stock market. The correction of tech stocks in 2022 prompted many investors to open a new bet in 2023, and they were broadly right. Tesla is up 100%, Alibaba is up 80%, and Infineon is at least 50% higher. The IPO of Ionos has not been convincing so far, and as is well known, what is not can still be because the share is not expensive. We go in search of the next climbers.
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Commented by Nico Popp on February 10th, 2023 | 12:37 CET
Real estate crash - alternatives to housing: Commerzbank, Alpina Holdings, Hypoport
"Emergency braking" and "The worst is yet to come!" - these or similar are comments on the German real estate market. Although housing is scarce, hardly anyone can afford it. Residential real estate sales are at rock bottom, and new construction plans are being cancelled by the dozen. Are real estate investments at the end? We show flexible alternatives on the stock market without huge purchase costs.
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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.
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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 Armin Schulz on October 31st, 2022 | 12:25 CET
Deutsche Bank, Globex Mining, Vonovia - Covering basic investments through shares with potential
The experts always advise diversification in one's portfolio. Add a few shares, some precious metals and real estate holdings, and the portfolio is well-positioned. Nowadays, owning real estate is not so easy with the high prices, and purchasing precious metals is subject to certain limits in Germany. It is therefore easier to map these basic investments via shares. To do this, investors need a securities account at a bank, and all options are open to them. Therefore, today we look at Deutsche Bank as an equity investment, Globex Mining for the precious metals or commodities sector and Vonovia as a real estate investment.
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Commented by Nico Popp on October 13th, 2022 | 11:27 CEST
Your crash, our chance: Vonovia, Aspermont, Deutsche Bank
UBS warns that real estate prices in Frankfurt am Main and Munich are too high. Industry insiders also see hard traces of braking on the real estate market elsewhere. For a long time, real estate was considered a safe investment class for the wealthy. The trend was upward for many years. Nowhere else was it so easy to park capital and generate income. But now everything is changing. Shares, like those of the real estate company Vonovia, have already come back. We shed light on the sector and show alternatives.
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Commented by Fabian Lorenz on June 2nd, 2022 | 10:38 CEST
Alibaba, JinkoSolar and Hong Lai Huat: Stocks for the stimulus package
Asian stocks have been under pressure in recent months due to the Chinese government's strict Zero-COVID strategy with hard lockdowns like in the economic hub of Shanghai. Now they could benefit from easing and a stimulus package. In order to achieve the GDP growth target of 5.5% in 2022, the government in Beijing has put together an economic stimulus package. With 33 measures, private consumption - including the purchase of cars and household appliances - is to be boosted and investments in major projects promoted. It is not only Chinese stocks such as Alibaba and JinkoSolar that should benefit from this. The real estate sector in the entire Asian region should also breathe a sigh of relief and, with it, the Hong Lai Huat share.
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Commented by Stefan Feulner on May 25th, 2022 | 13:06 CEST
Asia on the rise - Good rebound opportunities for JinkoSolar, Hong Lai Huat and BYD
Asia has become the engine of global growth in recent years. Demographics and digitalization have driven economic and business expansion. Compared to the Western world, for example, the COVID-19 crisis was better managed, and the economy showed greater resilience. After the pandemic, the region is expected to return to a steep growth path. The real estate market is also experiencing strong growth. Alongside China, Hong Kong and Singapore, the Kingdom of Cambodia, in particular, is growing into a new region of prosperity.
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