Technology
Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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Commented by Nico Popp on July 5th, 2022 | 11:28 CEST
Chips - Now it's really getting started! Intel, BrainChip, ARM, NVIDIA
Chip stocks like Intel have recently lost double digits on the stock market. But what about demand? Market researchers at McKinsey predict that the chip industry will grow by 8% annually until 2030 - and even more in selected niches such as the automotive industry. For chip stocks, this means the chance of brilliant comebacks. We present three shares.
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Commented by Nico Popp on July 4th, 2022 | 12:20 CEST
Cars have a future - Here is how investors can invest: Mercedes-Benz, Altech Advanced Materials, Varta
Mobility is a valuable commodity - despite high fuel prices. Studies show that Germans have continued to drive their cars since the end of February. For some, there is no other choice; for others, independence is too important. If demand for a product or service is so little dependent on price, this is known as low price elasticity of demand. For investors, this insight can be an important orientation that is worth hard cash.
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Commented by Stefan Feulner on June 30th, 2022 | 11:03 CEST
Tocvan Ventures and BYD with outstanding news - TeamViewer plunges into a bottomless pit
The current correction has hit interest-sensitive growth stocks particularly hard. The US technology exchange NASDAQ, for example, has lost around 34% of its value since the beginning of the year and its high of 16,670 points. Investors did not even stop at shares in future technologies such as electromobility. But in contrast to top dog Tesla - Musk's shares have halved in value within six months - Chinese competitor BYD is rushing from one high to the next. There is also strong news from a promising gold and silver exploration company. A gold price that experts expect to be positive in the long term could help the company to outperform.
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Commented by André Will-Laudien on June 29th, 2022 | 12:10 CEST
The super battery is coming: Varta, Altech Advanced Materials, BYD, VW - Who will supply it?
In times of energy scarcity, storage is essential in addition to generation. Engineering firms worldwide are currently searching for the "super battery." It should contain fewer pollutants, be rechargeable many times, allow for a high capacity and not cause problems during later disposal. We will not be able to reconcile all of these criteria anytime soon, but in the overall process, even incremental steps are having a significant effect as the energy storage sector evolves into the next trillion-dollar market. Here is a selection of companies that are already making a major contribution.
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Commented by André Will-Laudien on June 28th, 2022 | 16:10 CEST
Hydrogen once again: Nel, Plug Power, dynaCERT - Shares for the next climate rally
For the GreenTech movement, the current malaise could not be more appropriate. All governments worldwide have felt the dangerous dependence on fossil fuels in their budgets. The approach of winter in the northern hemisphere has power plant planners trembling. Hydrogen, at least as an energy supplier in terms of locomotion, is a tried and tested means of supporting the unbinding of oil & gas over the medium term. However, investments in new H2 technologies are still too low to speak of an alternative to conventional drive systems. We take a look at the protagonists of hydrogen technologies.
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Commented by Stefan Feulner on June 27th, 2022 | 12:12 CEST
BrainChip and Palantir with strong rebound - How does BioNTech react?
The correction on the stock markets has been going on for months. Technology stocks, in particular, have been hit hard. Due to the end of the ultra-loose monetary policy and possible larger interest rate steps, even market leaders lost more than 80% of their ground in some cases. Whether interest rate hikes can be implemented as planned in the coming months, on the other hand, appears more than questionable. After all, the spectre of recession is already hovering over the capital markets. Moreover, the historical debt levels of several countries are likely to rule out further interest rate hikes.
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Commented by Armin Schulz on June 20th, 2022 | 10:34 CEST
Varta, Altech Advanced Materials, BYD - Full focus on the battery of the future for e-cars
The farewell to the combustion engine is a done deal. In the future, passenger cars will be powered electrically. The battery is crucial for success. Elon Musk said years ago, "The battery is our biggest bottleneck." It is still true today, as the batteries limit range and charging times remain high. Whoever succeeds in producing a better battery with less weight, longer durability, and faster charging can clearly set themselves apart from the competition. Today, we take a look at three companies that are tackling the development of the e-car battery of the future.
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Commented by Fabian Lorenz on June 16th, 2022 | 13:37 CEST
Insider alert at Varta, recommendation for Plug Power, Altech Advanced Materials with news
The energy and mobility turnaround is in full swing. Nevertheless, shares from this sector have also taken a beating in the stock market quake of recent weeks. Today we look at companies from this future market with current news. Alarm bells are ringing at Varta. A few days before the annual general meeting, an insider sells shares and generates an amount in the double-digit millions. At the same time, important news is imminent. Plug Power has recently seen a positive news flow. Nevertheless, the share has lost considerable ground - but according to an analyst, triple-digit price gains await. Such gains do not seem unrealistic for Altech Advanced Materials either if battery technology can be revolutionized.
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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