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Commented by André Will-Laudien on October 7th, 2024 | 07:00 CEST
The DAX is on a high, with potential for 100% gains in turnaround stocks like TUI, Lufthansa, 123fahrschule, BYD, and VW!
Despite geopolitical uncertainties, slow economic growth, and still high inflation, the market outlook is improving. It is important to remember that stock markets look 6 to 9 months ahead. Expectations are growing that inflation will significantly decrease, and interest rates will likely drop. The central banks are increasingly under pressure due to the sluggish economy. After months of a tech rally, the focus is now turning to lagging stocks. In the automotive sector, we are looking at VW and BYD, and the tourism sector is also picking up again. The digitalization expert in the German driving school sector, 123fahrschule SE, also appears highly promising. Each of these stocks has the potential to deliver more than 100% gains over the next 24 months. Here is our analysis.
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Commented by Fabian Lorenz on October 2nd, 2024 | 07:30 CEST
50% upside potential and more! TUI, BASF, Saturn Oil + Gas
Is BASF a buy after the strategy change? Yes, say the analysts at DZ Bank. The dividend cut is considered the right move, and the stock has around 20% upside potential. Analysts see more than 50% upside potential at Saturn Oil & Gas. The Company was recently named the fastest-growing oil company in Canada for the second time. It is rare to see such a growth champion also praised as a value play, making the stock worth a closer look. And what about TUI? The stock is struggling with the EUR 7 mark, but Deutsche Bank sees upside potential.
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Commented by André Will-Laudien on October 1st, 2024 | 07:15 CEST
New DAX highs – are 100% gains still possible for Airbus, Rheinmetall, Almonty, or Hensoldt after the correction?
With a new all-time high of over 19,400 points, the DAX has now run very far. The drivers are the recent interest rate cuts by the central banks and hopes of an early change of government in Berlin. Despite the widespread euphoria, some top stocks have already corrected significantly. Possible peace negotiations in Ukraine initially pushed down the well-performing armaments stocks. However, with the renewed escalation of Russian attacks, these hopes have once again faded into the distance. As a result, defense stocks and tungsten supplier Almonty Industries are back in the spotlight. Strategic metals also remain on the shopping lists of Western nations, and the focus is now on securing the supply chains as best as possible. Where are the opportunities for investors?
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Commented by Juliane Zielonka on September 27th, 2024 | 07:05 CEST
Volkswagen, First Hydrogen, Lufthansa – Future Technologies for Transport in Focus
The monumental task required to convert entire industries to renewable energies is clearly taking shape. This week, the who's who of the German automotive industry came together for a virtual auto summit. Volkswagen is sticking with hybrids, while politicians want to make the e-vehicle more appealing to citizens. However, the proper infrastructure is lacking. The future could look quite different for the hydrogen market. First Hydrogen is a commercial vehicle supplier that wants to revolutionize the logistics industry with its hydrogen van. The outstanding range of the so-called FCEV, reaching 650 km with only one refuelling, demonstrates that this technology can be far more promising than battery-electric vehicles. Lufthansa customers are realizing that environmental protection costs money. On the one hand, the Company wants to charge fuel surcharges in the freight business, and on the other hand, flight connections are to be reduced in order to withstand the price war with competitors. We provide the details.
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Commented by André Will-Laudien on September 27th, 2024 | 07:00 CEST
150% turnaround likely! TUI, Saturn Oil + Gas, Plug Power, Novo Nordisk, and Evotec in focus
With the FED's latest interest rate cut, the way is paved for higher prices. In addition to the main performers, investors are increasingly turning their attention to equities that have so far seen little appreciation. The key question here is when the fundamentals will ultimately improve. This could then ensure that the analysts' bias finally turns and positive assessments are possible again. TUI, Evotec, and Plug Power are currently at very interesting points, while Saturn Oil & Gas is delivering results consistently and is now being recognized by institutional investors. Where are the opportunities for investors?
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Commented by Fabian Lorenz on September 24th, 2024 | 07:30 CEST
Boom in gold and travel: Barrick Gold CEO warns! TUI focuses on luxury! Globex Mining share with catch-up potential!
The gold price is receiving new momentum due to falling interest rates in the US. The takeover merry-go-round is also turning, but the Barrick Gold CEO is warning. Investors should keep an eye on developments in 2010. The Globex Mining share has a lot of catch-up potential. The business of the mining incubator is de-risked and around half of the projects are in the precious metals sector. Meanwhile, business is booming at TUI. Among other things, the Company plans to grow more strongly in the luxury segment. Nevertheless, investors and analysts do not seem convinced by the stock. Is this justified?
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Commented by Fabian Lorenz on September 11th, 2024 | 07:00 CEST
Multiplication and travel boom! Bayer, TUI, Vidac Pharma
Vidac Pharma shares have gained over 23% in the past four weeks. Driven by strong study data from the biotech company focused on fighting cancer, analysts even see the potential for multiplication. Such euphoria has been absent at Bayer for some time. However, at least there is positive momentum from the pharmaceuticals division again, which is much needed, as the Leverkusen-based company's pipeline is considered modest. In contrast, business at TUI is booming. Nevertheless, the tourism group's shares have disappointed in the current year. Will a new cruise ship take it towards EUR 10?
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Commented by André Will-Laudien on September 10th, 2024 | 07:15 CEST
Warning: DAX and stock correction - Here come the Comeback stocks! TUI, ThyssenKrupp, Nucera, Desert Gold, and Lufthansa
The stock market gives and takes. After a sharp correction in July, there was a real buying frenzy in August. Surprisingly, however, the old crowd pullers did not reach new highs. Chart technicians interpret this as a dangerous double top with a subsequent sell trigger, which was already in place last week. So, while the major stocks continue to sell off day after day, the underperformers of recent months are starting to attract renewed attention. And if the rotation is successful, quick rebounds with decent returns are on the cards. We take a closer look at a few turnaround candidates.
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Commented by André Will-Laudien on September 2nd, 2024 | 07:30 CEST
DAX on a high, clear turnaround at Evotec and Saturn Oil + Gas, TUI and Lufthansa in a daily battle
The current stock market euphoria might seem out of place at first glance, given the geopolitical uncertainties, sluggish economic growth, and persistent inflation. However, it is important to remember: The stock market is looking 6 to 9 months ahead. The expectation is that inflation will weaken significantly, and the current interest rate level will fall considerably. In this environment of "steadily improving conditions", technology shares seem to be on the rise. Wars such as those in Ukraine or the Middle East may weigh on people's minds, but they boost the balance sheets of the defense industry. In this respect, there is little reason for pessimism, and the DAX at least reached new all-time highs at the end of August. It is worth taking a look at some of the lagging stocks.
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Commented by Fabian Lorenz on August 15th, 2024 | 07:15 CEST
Takeover! Records! All-time high! Rheinmetall, Barrick Gold, Prismo Metals, and TUI
Strong figures, a takeover, and a share at an all-time high - Rheinmetall is bursting with strength. How much further can the share go? The gold price is also at an all-time high, and industry heavyweight Barrick has released strong figures. Is this finally the time for gold shares and explorers in particular? One exciting candidate is Prismo Metals. The Canadians are not only drilling for gold but also for copper and silver. The newcomer appears to be ripe for a price surge. The TUI share is still a long way from its all-time high. However, a competitor's operational development and insolvency give hope for rising share prices.
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