Commented by Armin Schulz on February 9th, 2022 | 13:42 CET
Infineon, BrainChip, AMD - Chip industry holds enormous potential
The chip industry is not even close to keeping up with production, which will remain the case in 2022. Overall, the industry's revenues increased by about 25%, partly due to manufacturers' price increases. To meet demand, companies are investing in their production facilities. Micron plans to invest USD 150 billion, Intel USD 20 billion. Due to the new developments in electric vehicles, artificial intelligence, cloud computing and the continuously growing data centers, demand will also likely increase further in the coming years. We, therefore, take a look at three chipmakers.Read
Commented by Nico Popp on February 8th, 2022 | 12:43 CET
Deutsche Telekom, Memiontec, BASF: Substance for discerning investors
Investment depends on a healthy mix of growth and substance. Particularly in times of rising inflation and increasing distortions in the economy, more investors are once again opting for conservative investments. The advantages: Quite often, regular dividends and robust figures. Above all, the economic moat much cited by value investors can pay off in these times. We present three shares and discuss their advantages and disadvantages.Read
Commented by Carsten Mainitz on February 3rd, 2022 | 14:18 CET
JinkoSolar, Memiontec, Nordex - Elementary profit opportunities!
Fire, Water, Earth and Air - according to ancient teachings, these are the determining elements of our universe. The question is how we can harness them in the future without destroying ourselves in the process. On the one hand, this is about future possibilities of use, but on the other hand, it is also about the question of how we can create fair access for all people in order to avert impending distribution conflicts. Below are three companies whose profits are based on one each of these four elements.Read
Commented by Juliane Zielonka on February 3rd, 2022 | 11:56 CET
dynaCERT, AMD, Alibaba - Clean air for big growth
Pictures of the truck protest convoys in Canada also illustrate on the sidelines the extent of air pollution caused by CO2 exhaust gases. The company dynaCERT, also from Canada, offers its patented retrofit solution for combustion engines to counter these emissions and has enormous growth potential. AMD continues to grow through its merger with Chinese Company Xilinx. Alibaba continues to expand its business with cloud solutions. We take a look at three exciting candidates.Read
Commented by Nico Popp on February 1st, 2022 | 10:38 CET
BYD, BrainChip, Daimler: The chip strategy decides
As Handelsblatt recently wrote, the automotive industry is still suffering from a chip shortage. As the leading media reports, according to the European Union, around 11.3 million new cars could not roll off the production line due to supply difficulties. Europe now wants to counter this with its own chip strategy. We highlight three stocks and explain who can profit.Read
Commented by André Will-Laudien on January 28th, 2022 | 12:07 CET
Daimler, Altech Advanced Materials, Nel ASA, Varta - Battery bull market even without Tesla!
In 2021, many investor topics made hearts beat faster, whether e-mobility, hydrogen or lithium. Every megatrend had its green wave, and after the buying frenzy, there were also corrections. According to the latest statistics from the Deutsches Aktieninstitut, 12.1 million Germans were invested in shares, funds or ETFs. That corresponds to a shareholder quota of over 14% and delivers the third-highest result since records began in 1997. The new stock market players have to cope with fluctuations and uncertainties because the start of 2022 is incomparably bumpier than last year. We highlight current opportunities!Read
Commented by Stefan Feulner on January 28th, 2022 | 11:55 CET
Deutsche Bank, Memiontec, Texas Instruments - Worrying development
The highly anticipated interest rate decision of the FED came as expected, and nothing will change in the interest rate level for the time being. It was only Jerome Powell's statements due to the urgency of the planned interest rate steps, intended to catch the runaway inflation, that brought the markets down. From a monetary policy perspective, society is facing a turning point. However, beyond money and the capital market, far more pressing problems need to be solved soon. Water scarcity, which denies some 2.2 billion people safe and sustainable access to clean drinking water, is taking on increasingly dire forms. Smart water management is one piece of the puzzle that could be a game-changer in this area.Read
Commented by Carsten Mainitz on January 28th, 2022 | 11:15 CET
Infineon, BrainChip, Advanced Micro Devices - Winners of the chip boom!
Climate change, mobility change, health technology - none of these megatrends can do without semiconductors. These marvels created from the desert sand are indispensable for every kind of modern technology. If they become scarce, everyone will feel the effects. Car drivers, video gamers and Bitcoin miners have been united in their suffering in recent months: waiting times of several months because chip producers could no longer keep up with production. But one man's sorrow is another man's joy: these stocks will benefit massively from the chip boom.Read
Commented by André Will-Laudien on January 25th, 2022 | 12:10 CET
The super battery for Tesla is coming: Standard Lithium, Meta Materials, BASF
The raw material shortage continues seamlessly into 2022. Whether it is e-mobility, aircraft technology or renewable energies, just about all high-tech segments of industry require raw materials and processed materials in ever-increasing quantities. Manufacturers are struggling to maintain their supply chains because the pandemic is making things difficult. Mines are experiencing illness-related outages, and targeted delivery volumes are falling short of planning. Due to the permanent workload, there is also little time to explore new properties. Politicians are trying to create a certain degree of planning security for the domestic industry through long-term supply agreements with partner countries. We present three stocks that are performing well in the current environment.Read
Commented by Carsten Mainitz on January 21st, 2022 | 11:02 CET
Samsung SDI, Altech Advanced Materials, Manz - Power stocks!
How is the energy turnaround to be achieved exclusively with renewable energy generation? The sun does not shine at night, and the wind does not blow every day. The answer is energy storage. Batteries and accumulators will play an increasingly important role in the future. Whether for electric vehicles of all kinds (pedelecs, automobiles, buses) or as intermediate storage for renewable energies (at home on a small scale or in wind and solar parks on a large scale). Without new and increasingly efficient storage technologies, the world will not achieve climate neutrality. These three "power stocks" should benefit massively from this development.Read