Space
Commented by André Will-Laudien on March 28th, 2022 | 13:40 CEST
Rheinmetall, Hensoldt, Kleos Space - These stocks have the Ukraine perspective!
No one would have thought that the sense of peace and security that Europe has built over the past 75 years could dissolve in just 4 weeks. The war in Ukraine is taking on unimagined traits, with threats between East and West intensifying at what feels like 24-hour intervals. With each verbal attack by Joe Biden, communications become tighter and more threatening. What will our world look like after another 4 weeks? We do not know. At any rate, the capital markets are trying to price in the consequences of the war. They are still relatively optimistic, possibly even too positive, considering the enormous inflationary pushes and the still unclear economic effects. We look at some price outliers in this explosive environment.
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Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET
Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?
Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.
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Commented by Stefan Feulner on March 17th, 2022 | 12:45 CET
RWE, Kleos Space, TeamViewer - Powerful rebound
The Ukraine conflict still dominates the markets around the globe. However, most indices have been playing a de-escalation scenario in recent days. The DAX has already made up more than 2,000 points since its low. In contrast, precious metals such as gold and silver are losing massively, and the oil markets are reducing the exaggeration, at least in the short term. In terms of individual stocks, it is mainly the hard-hit banks and financial services companies performing well. In contrast, there are still attractive opportunities in various technology stocks.
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Commented by Carsten Mainitz on March 9th, 2022 | 12:14 CET
Kleos Space, Palantir, Deutsche Bank - Data like gold
The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.
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Commented by Armin Schulz on February 21st, 2022 | 13:48 CET
Palantir, Kleos Space, Lufthansa - Security as a megatrend
The topic of security is becoming increasingly important in all areas of our lives. Whether it is building security, corona measures, IT security or retail security companies, almost all areas have been growing for years. In recent times, there are always new crises to master, such as the refugee crisis, the Corona Crisis or currently the Ukraine crisis. People have a permanent feeling of insecurity. The more digital the world becomes, the more critical security for companies and states becomes. Today, we look at three companies for which security is important.
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Commented by André Will-Laudien on February 18th, 2022 | 11:15 CET
Palantir Technologies, Kleos Space, TeamViewer - The next data hype is coming!
In a political conflict like the current one between Russia-Ukraine and the rest of the world, the availability of accurate movement data would be a real asset. However, military data is guarded by governments like a holy grail - especially troop movement data is a hot commodity. In terms of consumer tracking and communications, data is already the most important element of the digitized world. What matters is when what content is seen on which channels and who is sitting in front of the end device. Here is a selection of data specialists with distinctive entry points.
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Commented by Nico Popp on February 11th, 2022 | 10:48 CET
Lufthansa, Kleos Space, Meta: The sky is NOT the limit
Keep going, always keep going! What once drove Oliver Kahn to peak performance is also the motto of enterprising companies. Companies that make their products a little better every day or open up entirely new markets are not likely to be outdone by the competition any time soon. We look at three companies doing something special in their own way.
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Commented by Carsten Mainitz on February 1st, 2022 | 11:11 CET
SAP, Kleos Space, Software AG - Big growth predicted!
Data is an extremely important raw material in today's world and is already referred to as the new gold. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will become increasingly important in the coming years, both in society and the capital markets. The next step is the collection of big data through satellite-based earth observation. In the future, this is expected to be beneficial to humanity in terms of security, pollution, and economics. Innovative companies relying on this technology are in a huge growth market.
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Commented by Stefan Feulner on January 25th, 2022 | 13:01 CET
TeamViewer, Kleos Space, Palantir - New opportunity after correction
Around fifty new Starlink satellites were launched into space last week, still so bright they will pass over the evening sky as an eye-catching string of light for days. Starlink is a satellite network operated by the US space company SpaceX, which in the future will provide worldwide and fast Internet access to the far corners of the Earth. In addition to serial founder Elon Musk's company, other hopefuls are making use of satellite technology. Their ambition is to ensure security on Earth. A hopeful venture with great potential for development.
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Commented by Nico Popp on January 21st, 2022 | 14:10 CET
Airbus, Kleos Space, BP: Experience this space visionary live!
Space. Infinite expanses. And almost endless potential for investors. Ever since the super-rich of this earth, such as Elon Musk and Jeff Bezos, have been striving for orbit, space has also been considered a lucrative investment target by investors. To feel weightless as an investor, there are various options between standard and emerging hot stocks. We highlight three titles.
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