Technology
Commented by Juliane Zielonka on April 3rd, 2025 | 08:15 CEST
Leisure time in focus: TUI, naoo AG and PUMA share under the microscope
Leisure time and vacations shape the quality of life – and offer opportunities for investors. Whether travel, shared experiences, or sporty fashion, the desire for recreation, experiences, and an active lifestyle provides companies such as TUI, naoo, and PUMA inexhaustible customer groups. As a travel provider, TUI stands for the classic vacation dream and scores with package tours in the upper segment, as well as a billion-dollar cruise deal that has boosted its share price. The Swiss company naoo AG combines everything that makes up social media today in its leisure app: events, games and, most recently, influencer marketing. No wonder the share price is on a growth trajectory. PUMA has discovered the circular economy and is now combining sporty fashion with sustainability. Which strategy is most convincing to investors?
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Commented by Fabian Lorenz on April 1st, 2025 | 07:10 CEST
Over 200% upside potential and a revenue surprise? Steyr Motors, D-Wave, and naoo shares
The current stock market phase is not for the faint-hearted. The price fluctuations of shares such as Steyr Motors, D-Wave, and social media newcomer naoo are severe. However, the latest price fluctuations also offer opportunities. Analysts see more than 200% upside potential in the Swiss technology company naoo. Driven by acquisitions, revenue and earnings are expected to rise sharply. D-Wave could surprise on the revenue side, as experts anticipate positive momentum from its latest partnership. And what is Steyr Motors doing? After the recent price fluctuations, BaFin may investigate. Major shareholder Mutares is also under scrutiny.
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Commented by Stefan Feulner on April 1st, 2025 | 07:00 CEST
BYD, MiMedia Holdings, Xiaomi – Interesting entry opportunities
The first quarter of the 2025 stock market year is history and has been sobering. With the election of Donald Trump last November, the markets started an impressive rally. The DAX, Dow Jones, and Bitcoin marked historic highs. However, these gains were wiped out in the following months by the imposition of punitive tariffs, escalating trade wars, and an uncertain geopolitical situation. Nevertheless, the consolidation has had some positive effects. In the technology sector, valuations that had become somewhat exaggerated have returned to a more normal level.
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Commented by Armin Schulz on March 28th, 2025 | 07:10 CET
ProSiebenSat.1, naoo, Alibaba – Different business models but one goal: Profit amid change
The global economy is undergoing a restless transformation. Technological progress, social upheaval, and global networking are challenging companies to rethink their strategies. Digital platforms dominate markets, while sustainability and resilience are becoming decisive competitive advantages. In this field of tension between innovation and tradition, established industries are fighting for survival while new players disrupt the status quo. How can companies succeed in a hybrid world of local values and global reach? Three examples – media giant ProSiebenSat.1, tech startup naoo, which connects the digital world with local retail, and e-commerce giant Alibaba – demonstrate how differently the future can be shaped.
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Commented by Juliane Zielonka on March 27th, 2025 | 07:10 CET
First Hydrogen, BYD, Amazon - How hydrogen, e-mobility, and quality control are transforming the economy
The global economy is changing, opening new doors for investors. Three companies are in the spotlight. First Hydrogen is attracting attention with hydrogen and small reactors as an energy source. The founding of the new subsidiary First Nuclear makes it clear: The energy future is being built here. Electric automaker BYD is pushing forward with all its might, aiming to produce 5.5 million vehicles in 2025 - the ambitious goal: To double sales outside of China. With production sites in the EU and other countries, the Company is cleverly avoiding possible tariffs and conquering new markets. Amazon remains a pioneer in its field and relies on green energy and quality: Wind and solar projects are being developed in Spain and Portugal. In addition, it is taking a tough line against brand counterfeiting – the fight against plagiarism in the marketplace has begun. Hydrogen, electric mobility, and quantum technology – these future drivers could fundamentally change existing industries. How exactly are these companies influencing tomorrow's world?
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Commented by Fabian Lorenz on March 25th, 2025 | 07:30 CET
Stocks in RALLY MODE: Deutz, Nel ASA with momentum! MiMedia taps into huge revenue potential with Walmart!
MiMedia has huge revenue potential and a favorable valuation. The cloud insider tip offers an exciting entry opportunity in Latin America after its partnership with Walmart. After a strong price increase at the turn of the year, the share is currently moving sideways – for now. Deutz's stock has shown how quickly a share price can rise in recent weeks. However, after the approximately 40% rally, the air is getting thinner, at least when looking at the figures for 2024. However, analysts think further price gains are possible. Nel has shown signs of life. The beleaguered hydrogen pioneer has landed a new major shareholder in Samsung and recently secured a major contract. Who will continue the rally?
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Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET
BYD, 123fahrschule, RWE – Pure growth
The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by Armin Schulz on March 19th, 2025 | 07:00 CET
SAP, MiMedia, Alibaba – Why Cloud Services are the Gold mines of the Future
Microsoft once again set a milestone in the second quarter of 2025 with a turnover of USD 69.6 billion. Driven by cloud services, which increased by 21%, and artificial intelligence (AI), which grew by 175%, the tech giant exceeded analysts' expectations. Azure and cloud services alone grew by 31%, while the AI business generated USD 13 billion. But the race has only just begun: Microsoft plans to spend USD 80 billion on AI data centers, which is just a fraction of the global investments that are expected to catapult the cloud market to USD 2.4 trillion by 2030. Who is footing the bill for the hunger for AI? And who stands to benefit most? The answers lie in the cloud.
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Commented by André Will-Laudien on March 17th, 2025 | 07:20 CET
After the NASDAQ correction – Hightech on the rebound: Palantir, Amazon, MiMedia, SMCI, and Intel on the rise
The NASDAQ correction was sharp and brief, with a 15% drop from 22,200 to 19,100 in just 4 weeks. In the context of a normal consolidation, that might be enough to bring the heavily overbought tech stocks back to normal levels. Unfortunately, however, there are also valid fundamental reasons that can be traced back to the official chaos of the new US President, Donald Trump. He is making wild tariff demands and withdrawing key resources from all international partnerships. This departure from normal political behavior could have a much more significant impact on the stock market, as global trade relations are faltering, while inflation and currency devaluation continue. Which tech stocks should be considered now?
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