Technology
Commented by Fabian Lorenz on March 8th, 2022 | 12:07 CET
Nel, Hensoldt, Perimeter Medical: Hype share or sustainably attractive?
Since Russia's attack on Ukraine, the world has turned upside down. Also, the stock market. The volatility is extreme, as is the uncertainty of many investors. It is worth taking a look at companies in sectors with good long-term prospects. More than ever, these include renewable energies and, as of almost two weeks ago, "unfortunately" also the defense industry. Hydrogen is a key technology, and Nel ASA is a specialist in this field. However, insider sales are causing uncertainty. The same happened at Hensoldt after a major shareholder cashed in - but only for a short time. Medical technology is on the sidelines these days, although companies like Perimeter are working on life-saving technologies.
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Commented by André Will-Laudien on March 8th, 2022 | 11:03 CET
Rheinmetall, Altech Advanced Materials, Varta, Standard Lithium - Who can deliver?
Oil, gas, steel, and wheat - these are the goods that are becoming extremely scarce due to the Ukraine crisis. Scarce in the sense of expensive. Because, in the case of oil, OPEC does not yet want to adjust its production quotas. After all, they are currently earning splendidly with prices of up to USD 135 for Brent. Russia and Ukraine are important producers of steel and wheat, in addition to their 11% market share in oil and gas production. Steel is likely to be real short supply, as the start-up of several idle blast furnaces will take the West some time. And as for wheat, the futures market tells us it is up 46% this year. So it is clear the commodity rally and supply chain theme continues. Which companies should we be paying attention to?
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Commented by Stefan Feulner on March 3rd, 2022 | 10:47 CET
Palantir, Perimeter Medical Imaging AI, Steinhoff - The scenario of the future
Robots and algorithms are increasingly taking over work currently still done by humans. The Internet of Things, digitalization and artificial intelligence are topics we are increasingly coming into contact with. The possibilities in a digitally networked world are almost unlimited, which applies across all sectors. In medicine, artificial intelligence can be an essential decision-making aid for doctors. But it is also assuming an increasingly important position in the military sector, as was demonstrated during the recent Munich Security Conference.
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Commented by Fabian Lorenz on February 17th, 2022 | 15:21 CET
Deutsche Bank, Mercedes-Benz, Memiontec: Investors take action
Tech is out. In uncertain times, investors turn to conservative stocks. This is the case at present. The environment is characterized by the Ukraine crisis, high inflation and rising interest rates. Numerous high-flyers from the technology sector have been brought back down to earth. At the same time, conservative shares from the financial sector, for example, are making a comeback. Deutsche Bank is one of them. The share has made significant gains in recent weeks. The same applies to the shares of Mercedes-Benz, where analysts see further room for improvement. In addition, the automotive sector is benefiting from a failed emergency motion by the Green Party. In recent weeks, water treatment specialist Memiontec has also held up well, and investors speculate on an upward breakout.
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Commented by André Will-Laudien on February 14th, 2022 | 13:45 CET
Plus 300% in 3 months - what is next? Infineon, BYD, BrainChip
According to an analysis by Goldman Sachs, 169 high-tech industries are affected by the global chip shortage. The lack of microprocessors has not only hit the automotive industry hard. Nothing works without chips, whether smartphones, WLAN routers, wind turbines, or medical equipment. Experts do not yet see a turnaround because the problems contributing to the crisis persist. Which tech stocks should be on the buy list now?
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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.
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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.
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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.
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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.
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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.
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