Technology
Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST
Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!
What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.
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Commented by Nico Popp on May 9th, 2022 | 12:50 CEST
Progress at any price! Mercedes-Benz, BrainChip, Varta
People want mobility. We cannot convey a future full of renunciation. Instead, sustainable innovations must be made attractive. What sounds like squaring the circle from today's perspective can become a well-rounded affair in the long term - if ideas meet technology. We present three stocks related to the future of mobility and explain where investors can also see the potential.
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Commented by Stefan Feulner on May 3rd, 2022 | 13:01 CEST
BASF, Meta Materials, NIO - New opportunities through the correction
Whether the old stock market rule "Sell in May and go away" still applies this year is at least doubtful. The DAX and S&P 500 benchmark indices have lost more than 10% since the beginning of the year. The Nasdaq technology segment was hit harder, losing more than 20%. Concerns about further interest rate hikes, the threat of stagflation and uncertainties regarding the Ukraine conflict are causing investors to go on a buyers' strike in some cases. Nevertheless, there are good long-term, anticyclical entry opportunities at current levels.
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Commented by Fabian Lorenz on May 3rd, 2022 | 11:48 CEST
BYD and Altech with strong news: Hope for BioNTech shares?
Rising interest rates, the war in Ukraine, lockdowns in China and recession fears: the current global mix is not conducive to rising share prices, but there is also positive news from companies. Among them is BYD. The largest Chinese manufacturer of electric cars has published quarterly figures and thus convinced analysts. In addition, BYD is celebrating the delivery anniversary of its flagship. The share of Altech Advanced Materials is also currently stepping on the gas. A study has confirmed that the planned production plant of the Heidelberg-based Company can be highly profitable. With the plant, Altech wants to stir up the market for lithium-ion batteries. BioNTech shareholders are still waiting for positive news - but there is hope.
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Commented by Nico Popp on May 3rd, 2022 | 10:41 CEST
Tech stocks - Where is the party over? Alibaba, wallstreet:online, PayPal
For years, digital business models were considered the best of the best. But the past April has punished stocks such as Alibaba and PayPal - in some cases, very significantly. The question now is: Is the age of growth companies coming to an end, or are the current prices possibly a good opportunity? And what other factors might be playing a role?
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Commented by Carsten Mainitz on May 2nd, 2022 | 12:22 CEST
Adler Group, BrainChip, Verbio - Exciting developments!
Not every piece of information is received by the market as the broadcaster had intended. The general sentiment and the need for an explanation of news or developments also plays a major, sometimes even decisive role. The management and shareholders of the Adler Group and Verbio can currently sing a song about this. However, in part, it is also the short-sighted quarterly thinking, as in the case of BrainChip, that is depressing the share prices. Forward-looking investors can profit from these constellations.
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Commented by Fabian Lorenz on April 28th, 2022 | 13:00 CEST
BioNTech share price about to double? Varta and Meta Materials with newsflow, or not
Those who are currently betting on rising prices on the stock market need strong nerves. But some companies are worth a closer look. Among others, this applies to BioNTech. The Company is facing important deadlines, continues to earn billions with its Corona vaccine and has an attractive product pipeline. The analysts at Berenberg, for example, see doubling potential after the stock has bottomed out. Meta Materials has also formed a bottom formation, and at the same time, there was positive newsflow from the developer of revolutionary products. Varta shareholders have been hoping for this for some time, but in vain. The share is battered, and even the current financial injection cannot change that.
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Commented by Juliane Zielonka on April 21st, 2022 | 13:58 CEST
Bayer AG, Perimeter Medical, Twitter - Shareholder interests drive share price performance
The life science and medical technology sectors offer investment opportunities. Whether with old hands like Bayer AG or up-and-coming innovative startups like Perimeter Medical, each company has its own fascination. Strong corporate management that acts in the interests of shareholders provides additional confidence. The latter, in particular, is currently being put to the test at the short messaging service Twitter. Elon Musk's takeover bid threatens to dilute existing investors' shares with a poison pill.
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Commented by André Will-Laudien on April 20th, 2022 | 13:30 CEST
Twitter, Alibaba, Triumph Gold - Inflation protection: Golden times for good stocks!
Inflation is galloping, with so-called "steepening" occurring in the bond markets. A steepening yield curve is historically often accompanied by a peak in the stock market in the following 9-15 months after the yield curve reaches a cyclical minimum. The last interest rate low was reached in August 2019 at minus 0.50% in the ten-year range, and it even managed to stay there until October 2020. The DAX reached its all-time high in November 2021 at over 16,300 points, 13 months after the previous interest rate low, then followed a 25% downward correction to 12,400 points. If inflation and the rise in interest rates do not moderate, things look bleak for the stock markets. Selection, therefore, remains key!
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Commented by André Will-Laudien on April 19th, 2022 | 13:24 CEST
Turn of the times: Varta, Altech Advanced Materials, BYD, NIO - Batteries over oil and gas!
The Ukraine crisis reveals a dangerous dependency. Central Europe is on Russia's energy drip. It is not easy to threaten Russia with sanctions when the oil and gas giant is also the leading supplier. For the primary supply of our population, any change in German-Russian relations is dramatic as long as we do not manage to build up alternatives. Of course, this cannot be done in just a few months but involves an investment cycle of the next 5 to 10 years. It will therefore be critical for the coming winter. The automotive industry has long recognized what threatens heating and district heating today. Move away from fossil fuels - towards batteries! Only who can build them?
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