armaments
Commented by Stefan Feulner on April 25th, 2022 | 12:55 CEST
Rheinmetall, Defense Metals, MP Materials - Until the next bubble bursts
In every crisis there are winners and losers. Due to the numerous lockdowns of the past two years, shares such as Netflix, Delivery Hero and Peloton, in addition to vaccine manufacturers such as BioNTech and Moderna, are the winners. However, since Russia invaded Ukraine, defense shares, which were recently classified as "socially harmful", have become the new stars in the stock market sky. The call for rearmament by several countries is creating enormous valuation bubbles that are likely to burst again in the near future.
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Commented by André Will-Laudien on April 20th, 2022 | 14:01 CEST
Rheinmetall, thyssenkrupp, Defense Metals: The scarce metals matter!
Some companies have been in the international spotlight since the outbreak of the Ukraine crisis. This is primarily because they are seen as having an important role in resolving and ending the armed conflict. It is generally assumed that the Ukrainian people can only free themselves from Russia's grip with international support. Thus, it is perfectly legitimate to make investments where no need has been seen in recent years. The peace dividend that has been withheld for years is likely now coming back into circulation - the Ministry of Defense is now rearming after years of consolidation! Who can profit from these orders?
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Commented by Nico Popp on April 15th, 2022 | 11:58 CEST
Regionalization as an investment idea: BYD, Defense Metals, Rheinmetall
The peace dividend has been depleted. For years, Europe imagined itself in a world without wars. Interdependence and joint trade were supposed to create a world order that would provide stability and balance. But for the past fifteen years or so, this concept has not been running smoothly. First, Putin set foot in Georgia, and later, he annexed Crimea. Since February, it has been clear even to the German government that peace and security will have to be worked hard for again. At the same time, as climate change necessitates action, the world is facing change. We highlight three stocks that could benefit.
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Commented by Nico Popp on April 12th, 2022 | 18:33 CEST
The biggest crisis since 1945: Rheinmetall, Kleos Space, Airbus
Foreign Minister Annalena Baerbock has spoken out in favor of supplying "heavy weapons" to Ukraine. For years, arms deliveries were a thorn in the side of the Greens. It is remarkable that Baerbock, who has always been considered "Realo", is now even counted among the "hawks" on the big international political stage. Even though critics from all ranks may interpret the move negatively, Baerbock is demonstrating pragmatism and toughness. These qualities could be the key to de-escalation in the most profound crisis since World War II. We examine the current economic climate and look at three companies and their shares.
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Commented by Armin Schulz on April 4th, 2022 | 12:21 CEST
BASF, Defense Metals, Rheinmetall - Shares that depend on rare earths
The Ukraine crisis has shown us how dependent we are on Russian energy imports. The German government now wants to step on the gas pedal even more for renewable energies. The problem is that new technologies such as electric vehicles or wind turbines almost always require rare earths. But rare earths are not only needed there; the defense industry needs these raw materials to optimize steel or as magnets in a wide variety of weapons technologies. But rare earths are also present in the household, in smartphones, notebooks and many other technological devices. Today we take a look at three companies around rare earths.
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Commented by Nico Popp on March 30th, 2022 | 10:09 CEST
Turn of the times! Stock winners and losers: Rheinmetall, Ximen Mining, ThyssenKrupp
Disputes surrounding the Ukraine war are taking on various dimensions drawing wide international circles. After China, India's role in the conflict could now also increase. According to reports by Deutsche Welle, there have been lively exchanges between Russia and India in recent weeks. India is seeking a permanent seat on the UN Security Council and has recently begun to buy Russian oil. Cooperation between the two financial systems is also conceivable. That would give Russia access to the capital markets again.
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Commented by André Will-Laudien on March 28th, 2022 | 13:40 CEST
Rheinmetall, Hensoldt, Kleos Space - These stocks have the Ukraine perspective!
No one would have thought that the sense of peace and security that Europe has built over the past 75 years could dissolve in just 4 weeks. The war in Ukraine is taking on unimagined traits, with threats between East and West intensifying at what feels like 24-hour intervals. With each verbal attack by Joe Biden, communications become tighter and more threatening. What will our world look like after another 4 weeks? We do not know. At any rate, the capital markets are trying to price in the consequences of the war. They are still relatively optimistic, possibly even too positive, considering the enormous inflationary pushes and the still unclear economic effects. We look at some price outliers in this explosive environment.
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Commented by Carsten Mainitz on March 25th, 2022 | 13:13 CET
Defense Metals, Hensoldt, Rheinmetall - Special boom for the defense industry
The war in Ukraine is giving the defense industry more weight. But what is the focus? Defense, deterrence, or war of aggression? The shares of industry representatives have recently benefited significantly from higher defense budgets and orders. What one thinks of this from a moral point of view is another matter. On a more sober note, stronger demand and earnings growth lay the groundwork for higher share prices.
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Commented by Fabian Lorenz on March 22nd, 2022 | 12:31 CET
Analysts enthusiastic about S&T, Rheinmetall and Phoenix Copper - TUI share under review
The shares of S&T and Rheinmetall were among the day's winners yesterday. Austrian IT services provider S&T gave a positive outlook for the current year and fended off Viceroy's short attack. The loss of sales in its Russian business is expected to be partially offset by orders in the armaments and cybersecurity sectors. The guidance from January was raised slightly, and the dividend is also expected to increase. Analysts were pleased and the stock gained more than 10%. Rheinmetall shares benefit from positive analyst recommendations, with the price targets increasing up to EUR 210. In contrast, Jefferies is not convinced by the share of TUI. Phoenix Copper is benefiting from the commodity market. The experts at SISM Research see more than 100% upside potential for the commodity explorer.
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Commented by Armin Schulz on March 16th, 2022 | 11:04 CET
K+S, MAS Gold, Hensoldt - Shares around fertilizers, gold and armaments on the upswing
Even in times of crisis, there are always winners. In the case of the Ukraine crisis, these are the fertilizer producers due to the lack of wheat from Russia and Ukraine. With their fertilizers, wheat producers are trying to at least partially meet the excess demand. Gold managed to break out on the upside after the war began and is still considered a safe haven. Last but not least, of course, the defense industry is benefiting from the war drive. Today, we take a look at one company from each sector.
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