RealEstate
Commented by Carsten Mainitz on April 27th, 2022 | 12:13 CEST
Hong Lai Huat, Commerzbank, Vonovia - Go for intrinsic values!
Tangible assets such as equities, real estate and commodities remain a strategically correct investment decision in the face of increasingly rising inflation. However, the crystal ball must make a precise forecast of the complex interplay of inflation rates, economic development, external shocks (Corona, Ukraine war) and central bank reactions. With these substance stocks, investors can survive rougher stock market phases.
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Commented by André Will-Laudien on April 22nd, 2022 | 12:59 CEST
Exploding interest rates: Nordex, Hong Lai Huat, Deutsche Bank, Commerzbank - How to escape inflation?
And once again, lockdown in China. According to the International Monetary Fund (IMF), a prolonged downturn in Asia would leave significant signs of a slowdown in the global economy. The upward trend of the economies is already permanently burdened by disrupted supply chains, exploding supplier prices, and sharply rising interest rates. Actually, this would be the programmed swan song for the stock markets. But far from it: For 4 weeks, the stock markets have been gradually rising, and the DAX is currently even delivering buy signals. Investors are probably speculating on the lush dividend season and an imminent end to the war in Ukraine. Until then, however, the conveyor belts in some industries will stand still for a while. What are the current opportunities and risks?
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Commented by Armin Schulz on April 13th, 2022 | 17:54 CEST
Deutsche Bank, Hong Lai Huat, Vonovia - Real estate market remains hot
The Federal Statistical Office announced on April 8: Construction prices were up 14.3% YOY in February. A nightmare for future builders. In addition, there are supply chain problems and a lack of tradesmen. The Ukraine conflict has also caused energy prices to skyrocket, which will cause additional price increases. Manufacturing, transportation, everything is getting more expensive. In March, inflation in Germany was 7.3%, the highest it has been in over 40 years. To break the spiral, the ECB would have to raise interest rates. Initially, this was planned for the 3rd quarter, but the pressure is growing as inflation rises faster and faster. Rising interest rates would be good for the banks. However, there is no relief in sight for the real estate market.
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Commented by Nico Popp on April 7th, 2022 | 14:25 CEST
The alternative to concrete gold: Vonovia, Hong Lai Huat, HeidelbergCement
Concrete gold and tangible assets - these two terms have probably been used the most in the past ten years or more. The run on real estate began as early as after the great financial crisis. In retrospect, it is almost amusing that the first warnings of a bursting real estate bubble were sounded as early as the mid-10s. But the trend continued, on and on. Most recently, residential real estate prices have risen by around 12% in a single quarter. Once again, warnings of an end to the upswing are being voiced, such as by Deutsche Bank. But how strongly can real estate correct? Or will the real estate boom continue? Today, we present three shares as an alternative to apartments and highlight the particular advantages of real estate shares.
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Commented by Stefan Feulner on March 28th, 2022 | 12:34 CEST
Deutsche Bank, Hong Lai Huat, Commerzbank - Strong comeback
Following Russia's invasion of Ukraine and the subsequent sanctions, banks, in particular, lost disproportionately in stock market value. Concerns about possible loan defaults in neighboring Eastern European countries caused the major European banks and domestic financial institutions such as Deutsche Bank and Commerzbank to plummet in the short term. In recent days, however, it is precisely these stocks that showed relative strength, driven above all by interest rate fantasies triggered by the US Federal Reserve.
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Commented by André Will-Laudien on March 18th, 2022 | 10:42 CET
The China stock rally - Alibaba, Hong Lai Huat, Tencent, Baidu: Buy or Sell?
What a rebound! For months, SEC threats pounded the Chinese ADRs on the NASDAQ. Lack of transparency, arbitrary government intervention and flawed accounting could negatively impact US investment goals. With her investment firm ARK, Cathie Wood was an early responder, blowing the whistle on Chinese tech stocks as early as mid-2021, but even her ARK Innovation ETF is down over 50% from the high. However, the Alibaba share took the cake, plummeting a full 75% from its high by mid-March 2022. In the aftermath of the sell-off, the Hang Seng Index made its most significant positive daily jump in 15 years, gaining 11% at its peak. Is this the turnaround now? We take a closer look.
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Commented by Armin Schulz on February 28th, 2022 | 12:43 CET
Alibaba, Hong Lai Huat, BYD - Asia as a safe haven for investments?
The war in Ukraine is causing falling stock indices on both sides. The sanctions against Russia will be extensive; even Nord Stream 2 has been stopped for the time being, although Olaf Scholz did not want to name the pipeline for a long time when it came to possible sanctions. Many countries are calling for Russia to be excluded from the SWIFT system. However, this would mean that many countries would be harming themselves, as energy imports from Russia would no longer be affordable. The war will have losers on both sides. Investors who still want to make their money work for them can take a closer look at companies from the Asian region. China is neutral in the showdown. Which stocks offer opportunities?
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Commented by Fabian Lorenz on February 16th, 2022 | 11:28 CET
Steinhoff, TUI, Hong Lai Huat: Top News!
The Ukraine crisis, inflation and rising interest rates currently have the capital markets firmly in their grip. But even in these uncertain times, companies surprise positively, and there are exciting investment opportunities. For example, the shares of TUI and Steinhoff were up on Tuesday. News-driven gains. At Steinhoff, an important deadline for creditors expires in May. After two years of the pandemic, the desire to travel for Germans is greater than ever. The tourism group TUI benefits from this, and Lufthansa will continue to fly to Mallorca with the Boeing 747. The exciting real estate company Hong Lai Huat offers investors an interesting opportunity tomorrow, February 17.
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Commented by Carsten Mainitz on February 11th, 2022 | 11:01 CET
Deutsche Bank, Hong Lai Huat, Heidelberger Druck - Things are stabilizing!
After a sharp correction, the stabilization of the stock markets - due to concerns about faster than expected interest rate increases - has been successful. The DAX was able, at least temporarily, to fend off a fall below the psychologically important 15,000 point mark. The German benchmark index is driven by banks and financial stocks, which have outperformed for weeks. There are also outliers from the second row, which could surprise positively due to the presented figures.
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Commented by Stefan Feulner on January 31st, 2022 | 11:28 CET
Steinhoff, Hong Lai Huat, JinkoSolar - Is the lid flying off?
Will international furniture group Steinhoff get back on its feet after the accounting scandal of 2017? The settlement with creditors has been confirmed, and now it is all about reducing the horrendous mountain of debt. The situation in the German real estate market is quite different. Here, the German Federal Bank is already warning of overheating following the sharp rise in prices in recent years. There is more potential on other continents of the world, especially in Southeast Asia.
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