Sustainability
Commented by Nico Popp on November 3rd, 2025 | 07:20 CET
Food innovations that spark the imagination: Planethic Group, Danone, Kerry Group
People will always eat and drink - or will they? This old saying is only partially true today. More and more people are paying close attention to what they eat. Instead of letting brand recognition or price dictate their choices when shopping, consumers have been embracing the trend of mindful eating for years, paying particular attention to healthy nutrition and their own well-being. In addition, food has become a way for individuals to express their identity and stand out from others. Ultimately, this is creating a fragmented market catering to diverse interests, which also offers significant opportunities for investors.
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Commented by André Will-Laudien on October 29th, 2025 | 07:45 CET
Caution! Moment of truth for TeamViewer, TKMS, thyssenkrupp, Beyond Meat, and Kobo Resources
The stock market has been very volatile in October. Many market participants had expected a "crash" after the initial downward swings. The definition of such an abrupt downward movement is a minimum decline of at least 25% within just a few trading days. This already happened back in April, when Donald Trump projected his feverish dreams of tariff policy onto the board. Little remains of these announcements, which is why stocks quickly rebounded. Yesterday, Tuesday, the NASDAQ 100 reached a new all-time high of over 26,000 points on massive trading volumes. Fund managers and desperate private investors are pushing more and more money into stocks that have long since ceased to be cheap. What to do now? Good advice remains hard to come by!
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Commented by Carsten Mainitz on October 29th, 2025 | 07:40 CET
Planethic Group with 150% upside, Beyond Meat slumps, Delivery Hero scores – Alpha in FoodTech!
Plant-based diets, alternative proteins, and digital delivery platforms – three trends that are reshaping the global consumer landscape. Planethic Group is betting on sustainable, innovative trends and aims to capture a large slice of the pie. On the downside, Beyond Meat's stock has recently been severely punished. Meanwhile, Delivery Hero is benefiting from the growth of the global delivery service market. Here is where investors can expect significant returns now and in the future.
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Commented by Fabian Lorenz on October 29th, 2025 | 07:25 CET
BIG NEWS at Nordex! OpenAI fuels the AI energy boom! Siemens Energy and dividend stock RE Royalties benefit
Good news for the energy sector. OpenAI is calling on the US government to expand its energy infrastructure. Siemens Energy owes its 1,000% rally to the AI boom. However, analysts are cautioning ahead of the next quarterly results. Another hidden gem in the energy sector is RE Royalties. The Canadian company primarily finances renewable energy projects across North America, combining steady growth with an attractive dividend yield of over 10%. The CEO recently detailed the firm's strategy in an interview. It is not entirely clear where Nordex's sudden growth is coming from. In any case, the stock market is celebrating the forecast upgrade.
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Commented by Nico Popp on October 28th, 2025 | 07:20 CET
Turnaround thanks to port business? Siemens, dynaCERT, Konecranes
The entire industrial sector must transition toward sustainability - and that includes logistics. The shipping industry, in particular, is seeing growing momentum. Global shipping currently accounts for around 3% of total emissions – and, as the Reuters news agency reports with reference to the International Maritime Organization (IMO), this share could rise to 5-8% by 2050 if no countermeasures are taken. Reason enough to take action. We highlight the different strategies being implemented and explain how the up-and-coming company dynaCERT could gain market share in this area.
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Commented by Armin Schulz on October 28th, 2025 | 07:10 CET
Energy Investing 2.0: Siemens Energy, RE Royalties, and RWE - Formulas for stable profits in times of change
The global energy transition will reach a historic tipping point in 2025. For the first time, renewables surpassed coal in the electricity mix, driven by record investments in solar and wind power. This revolution, fueled by investments of over USD 386 billion, is creating an entirely new ecosystem for profitable business models and strategic positioning. The focus is on three companies that are not only mastering this change but also actively shaping it and offering investors unique opportunities in a rapidly evolving market: Siemens Energy, RE Royalties, and RWE.
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Commented by André Will-Laudien on October 27th, 2025 | 07:00 CET
Super returns, clear conscience! Nel ASA and JinkoSolar turn around, nucera surprises, and RE Royalties celebrates!
From the climate conference to real implementation! The European Union and other nations have committed themselves to ambitious sustainability programs through so-called "green deals." To support these efforts, the financial instrument known as the "green bond" has become firmly established in the market. Banks, in particular, that are keen to enhance their ESG credentials, are increasingly active in this segment. As a result, the green bond market has grown rapidly, driven by global climate targets, such as those agreed upon in the Paris Agreement. ESG investments are benefiting from political incentives like the US Inflation Reduction Act and are being dynamically sought after by insurers. Between 2015 and 2023, issuances grew by an average of 40% annually, with growth slowing somewhat since 2023. For the full year 2025, total issuance volume is expected to reach between EUR 570 and 630 billion. What, when, and where funding is provided is defined by regulatory authorities. But private organizations such as RE Royalties are also active, because green returns are not only rewarding, they also help society achieve its ambitious climate transition goals. Here are a few investment ideas.
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Commented by Fabian Lorenz on October 20th, 2025 | 07:15 CEST
Almost 150% upside potential! Plug Power, Bayer, Planethic Group
Is Planethic Group (formerly Veganz Group) offering the buying opportunity of the fall? Analysts see over 100% upside potential. The recent correction appears exaggerated and could be an attractive entry point. The Company itself reports massive demand. Plug Power shares have performed strongly in recent months. Instead of taking profits, analysts see further upside — although some voices remain cautious, as the Company has promised to reach break-even many times before. And what do analysts say about Bayer? Very little at the moment. Goldman Sachs recommends the stock as a "Buy", but there is potential for a setback with the upcoming Q3 figures.
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Commented by Fabian Lorenz on October 16th, 2025 | 07:05 CEST
Takeover fever and AI Opportunities: BioNTech, Novo Nordisk, PanGenomic Health
The pharmaceutical and biotech sector is buzzing with takeover activity. Following the announcement of a billion-dollar acquisition in the US, Novo Nordisk has announced its next deal, eyeing a potential best-in-class therapeutic for several rare diseases. Meanwhile, PanGenomic Health is positioning itself in the billion-dollar market for alternative medicine and dietary supplements, leveraging AI to provide added value to customers and capture market share. If successful, the stock could be significantly undervalued. BioNTech's acquisition of CureVac has now been completed, ending CureVac's period of suffering. In the process, BioNTech secures patents and elegantly resolves ongoing legal disputes.
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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST
CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise
Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.
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