Technology
Commented by Nico Popp on October 5th, 2021 | 10:25 CEST
SAP, Kleos Space, Facebook: Invest in data treasures
Data is the raw material of the 21st century. Whether it is real estate usage data, people's habits, or even their sleep - if you can analyze data on a large scale, you can tailor products and services precisely to your customers. That makes for greater business success. So it is no wonder that companies that collect data are willing to pay for it. We present three stocks that are well-positioned around data and the digital future.
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Commented by Nico Popp on September 30th, 2021 | 10:32 CEST
Nordex, TalkPool, Varta: Where things could soon be looking up again
Technology is changing our lives. Anyone who builds a house today thinks along the lines of sensors and networked control units. Thermostats can be used to create a pleasant indoor climate and save energy at the same time. Even windows can be equipped with sensors. Not to mention the endless possibilities for home security. The private sector is thus experiencing what has already begun in industry under the buzzword Industry 4.0. Since this trend is far from over, it is worth taking a closer look at companies around digital and sustainable technologies.
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Commented by Nico Popp on September 28th, 2021 | 10:37 CEST
Intel, BrainChip, AMD: A chip like the human brain
Chips are in short supply. When assembly lines in Wolfsburg, Munich or Sindelfingen come to a standstill because of a shortage of inexpensive semiconductors, it is frustrating for the German automotive industry. But powerful chips and processors with entirely new architecture are also urgently needed for future technology. Machine learning and artificial intelligence are also placing new demands on chipmakers. We profile three titles.
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Commented by Nico Popp on September 27th, 2021 | 10:46 CEST
BioNTech, Meta Materials, Bayer: Rich with innovations
A new car manufacturer or a new networked fitness device can trigger hype on the stock market. But the opportunities are even greater when companies bring genuine innovations to market. These include new active ingredients, pharmacological processes or pioneering achievements by engineers. We present innovators of yesterday, today and tomorrow and shed light on their growth prospects.
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Commented by Stefan Feulner on September 24th, 2021 | 13:13 CEST
Deutsche Telekom, TalkPool, Nordex - Shares for a better future
At last, one might say, the brutal election campaign concerning the Bundestag elections taking place on Sunday is coming to an end, and Mutti is stepping down after 16 years in office. The successor is still open, but regardless of whether it is red-red-green, Jamaica or traffic light, the new government's focus is likely on climate protection. In addition to politicians, companies are called upon to contribute to the transformation to a climate-neutral world through new technologies.
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Commented by Stefan Feulner on September 23rd, 2021 | 10:37 CEST
SFC Energy, Meta Materials, Lufthansa - Aiming high
"After the game is before the game". This soccer wisdom from coaching legend Sepp Herberger, who led Germany to its first World Cup title in 1954, can also be applied to business. The wheel continues to turn, with some companies already back to pre-Corona levels and others struggling with global supply chains. And the future around new technologies in terms of consumer electronics, aerospace or 5G communications promises breakthrough inventions.
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Commented by Armin Schulz on September 20th, 2021 | 13:09 CEST
Infineon, BrainChip, Nvidia - The chip shortage remains
The automotive industry was one of the first to feel the chip shortage. While supply chains typically operate on a just-in-time basis, they had ordered fewer chips due to the Corona Crisis. Then, when it was already too late, they realized that the economy was going unexpectedly well and the chips were running out. However, due to the pandemic, there were restrictions worldwide, so it was impossible to produce and deliver as usual. In addition, the Suez Canal was blocked, and, most recently, a port in China was also completely closed. The supply chains are still disrupted. At the same time, progress goes on and on. Artificial intelligence, cloud computing, autonomous driving, electrification and co. all require chips. Factories are running at full capacity, and yet demand cannot currently be met. Today we analyze three companies from the chip industry.
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Commented by André Will-Laudien on September 15th, 2021 | 12:51 CEST
Bayer, Water Ways Technologies, Kali & Salz - Clean water for 7.9 billion!
Clean water, good nutrition and hygiene are basic human needs and indispensable for healthy development. For this reason, as part of the Sustainable Development Goals, the world's countries have set themselves the goal of giving everyone access to clean drinking water and adequate sanitation by 2030. These are two issues that need to be addressed, particularly in areas of the world that are difficult to access or inhospitable. Africa and Asia are at the forefront of the need here; they hope for few standards taken for granted in the developed world. We look at some interesting shares from this area.
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Commented by Stefan Feulner on September 14th, 2021 | 13:07 CEST
Nvidia, BrainChip Holdings, Palantir - To the moon
According to high-ranking managers of the largest chip manufacturers such as Intel and Nvidia, the end of the semiconductor crisis is not in sight before the end of 2022. Besides the increasing demand for consumer electronics, computers and accessories since the beginning of the Corona Crisis, the industry is also being hit by the strong growth in demand from the automotive industry, which is increasingly relying on electronics. Artificial intelligence, 5G and the Internet of Things will further fuel demand in the coming years.
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Commented by Armin Schulz on September 10th, 2021 | 12:11 CEST
Deutsche Telekom, Meta Materials, Apple: 5G - The coming hype
5G will not only make our mobile internet faster, but it is also indispensable for bringing the Internet of Things, industrial automation and autonomous driving to market maturity. Private users can look forward to virtual realities and augmented realities in the future. Augmented realities can present the user with useful information about objects or even activities via glasses. There are already initial applications in this area, but the technology will develop rapidly in the coming years. The market will grow enormously once the 5G network is installed nationwide. In today's analysis, we show which companies could benefit from tomorrow's hype.
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