Technology
Commented by Armin Schulz on August 15th, 2022 | 11:48 CEST
Rheinmetall, Kleos Space, Palantir - Is the Ukraine war spreading?
On July 27, the NATO Defense College presented a report warning of an attack by Russia on a NATO ally. According to the report, Russia could establish a military buffer zone. Initially, this would primarily affect countries of the former Soviet Union, first and foremost Moldova. In addition, analysts assume that Russia has not yet demonstrated its full military strength in Ukraine and can also quickly compensate for current losses. If the assumptions are correct, the war will continue for a while. We therefore take a look at three companies that should benefit.
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Commented by Stefan Feulner on August 9th, 2022 | 12:36 CEST
Buy after the price slide? Tocvan Ventures, Palantir, Bayer
The stock markets have continued to move upwards since their lows in mid-June, with the DAX easily breaking the 13,600 mark. The precious metals and crypto markets also look sunnier in the hot August. One reason for the good mood, in addition to the pleasant temperatures, is the positive course of the reporting season for the second quarter. Still, there are outliers to the downside that represent a potential long-term buying opportunity despite below-forecast numbers.
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Commented by Nico Popp on August 9th, 2022 | 11:25 CEST
Invest where the money is: Deutsche Bank, Aspermont, Commerzbank
As Handelsblatt wrote yesterday, inflation may have peaked: The oil price and freight rate curves are now pointing downward again. Grain exports from Ukraine have also caused food prices to fall again. This is a ray of hope for the economy. Financial stocks, in particular, could enjoy an attractive market environment in just a few months. We highlight the two major German banks, Deutsche Bank and Commerzbank, and the Australian fintech and media company, Aspermont.
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Commented by André Will-Laudien on August 9th, 2022 | 10:22 CEST
Split fantasy: Amazon, Alphabet, Viva Gold, Tesla - Shares with top prospects!
Now the tide has turned again. The crash hysteria has disappeared, and bond prices are gradually recovering. The yield for 10-year German government bonds fell in the last 6 weeks completely surprisingly from the high at 1.75% to under 0.90% - that does not look like a boom. The specter of inflation is also slowly losing its scare, with oil prices now consolidating by more than USD 25 from their recent highs. The pressure on central banks to raise interest rates is thus easing considerably, giving equities the necessary room for positive momentum again. We take a look at promising stocks.
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Commented by Armin Schulz on August 8th, 2022 | 12:45 CEST
Infineon, BrainChip, Nvidia - Chip shortage will continue in 2022
The chip shortage is not only omnipresent in the automotive industry. Most recently, AOK was no longer able to issue electronic health cards to its policyholders because the chips were missing. According to McKinsey, the semiconductor industry is expected to grow by 6-8% annually until 2030. Nancy Pelosi's visit to Taiwan could further fuel the chip crisis in the future. It is important to know that the island nation produces about two-thirds of all microchips needed worldwide. There is a latent danger that China will want to annex Taiwan. The USA is already trying to make itself less dependent on Asia. To that end, a USD 369 billion semiconductor manufacturing stimulus bill has been passed by Congress. Today we look at three companies that will benefit from the investment.
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Commented by Juliane Zielonka on August 5th, 2022 | 11:54 CEST
Meta Materials, JinkoSolar, BioNTech - Smart technologies as growth boosters
Solar and photovoltaic companies have been hot in the financial markets since the shifts in the energy market. Chinese supplier JinkoSolar, for example, is now launching solar batteries for home use. Smart buildings are an important component in urban city planning. Where there is plenty of sunshine, its energy is converted for personal use, and Australian residents are benefiting from JinkoSolar's technology. In order to increase the efficiency of such energy sources, Meta Materials offers innovative solutions that make solar systems even more cost-effective. Thanks to numerous patents, they also have a business model, which will please long-term investors in terms of growth opportunities. Rather unpleasant, however, are the measures planned by the German government for the coming fall and winter. Masks or vaccination is the calculation, which will at least bring some joy to BioNTech shareholders.
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Commented by Stefan Feulner on August 4th, 2022 | 13:53 CEST
Crash! Which shares are attractive now - TeamViewer, Viva Gold, Infineon
The technology sector has been in a sharp correction for months. The leading technology index from the US alone, the Nasdaq-100, recorded price losses of around 34% up to its low. Since the middle of last month, a countermovement has set in. However, many companies are still at an interesting entry level. Currently, the season for the publication of the figures for the second quarter is also underway. Here it becomes clear which companies you can build on in the future or which title you should remove from your portfolio.
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Commented by Carsten Mainitz on August 4th, 2022 | 11:51 CEST
Nel, Altech Advanced Materials, Mercedes - It is getting exciting!
The challenges for the implementation of the energy turnaround are great. The desire to make greater use of renewable energy sources increased in light of the Ukraine war and the dependence on Russia that has become visible. Even after the highs of the Corona pandemic, supply chain issues and increased commodity prices continue to weigh. China's sabre-rattling illustrates that globalization not only brings benefits but also creates dependencies. In this respect, it is prudent for countries and industries to increasingly rely on national "solutions" or those that emanate from secure jurisdictions. In the megatrends of hydrogen technology and electromobility, investors should also keep an eye out for exciting companies from the second tier.
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Commented by Stefan Feulner on August 3rd, 2022 | 12:52 CEST
Is the turnaround coming for chip stocks? Intel, Nvidia, BrainChip, Aixtron and AMD
Last year, semiconductors were declared the new gold due to blown-up supply chains and the resulting shortages. After the recent boom and the build-up of overcapacity, the market could now grind to a halt by 2023 at the latest. High inflation, a global economic downturn and a possible recession in the industry could do the rest. Last week, Intel was already in the red with a slump in sales. In contrast, other companies from the chip sector could report positive surprises.
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Commented by Stefan Feulner on August 2nd, 2022 | 12:04 CEST
New opportunities at Aspermont, Palantir and Rheinmetall
After months of losses in technology stocks, there are signs of a recovery. The opportunities are lucrative in the long term. Market leaders have lost disproportionately since the beginning of the year due to fears of further interest rate hikes. The question is how far the monetary authorities will continue to turn the interest rate screw so as not to stifle economic growth altogether. If, on the other hand, the monetary policy were to become even looser again, the door would be opened to a further technology boom.
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