chemicals
Commented by André Will-Laudien on July 26th, 2022 | 13:05 CEST
Crash stocks: BASF, Meta Materials, Uniper, Nordex - Will there be a comeback like Tesla?
In stock market corrections that come from the interest rate and inflation side, when the relationship between inflation and capital market returns normalizes is critical. In the long NASDAQ upswing from 2019 to 2021, valuations doubled as future cash flows were extrapolated down to present value with minimal interest rates. That let potential market caps explode, and leveraged positions could also be taken at virtually no cost. Currently, the market is showing a different side. Negative real interest rates, high refinancing costs and increased margin calls are weighing on investors' minds. Some stocks experienced a real crash - will they bounce back soon like Tesla?
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Commented by Carsten Mainitz on June 29th, 2022 | 10:06 CEST
BASF, Globex Mining, Barrick Gold - Stock pickers, beware!
Price increases, inflation, rising interest rates and geopolitical risks - As an investor, one can get nervous. Despite all the challenges and uncertainties, depressed stock price levels offer an inviting risk-reward ratio. The big picture continues to favour commodity investments. Potential is not only to be found in the top dogs. Looking at the second tier is often more rewarding than one might think.
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Commented by Fabian Lorenz on June 9th, 2022 | 11:19 CEST
Shares of Nel ASA, BP, BASF and Saturn Oil + Gas: Goldman bullish on oil price
Good news for oil producers such as BP, ExxonMobil and Saturn Oil & Gas: Goldman Sachs has raised its oil price forecasts and expects prices to remain high. The price target for Brent crude was raised from USD 125 to USD 140 per barrel. The reasons given for this are unresolved structural bottlenecks. The oil giant ExxonMobil shot up to a new all-time high in the wake of the news. For Saturn Oil & Gas, a takeover has come at the right time. The Canadian producer wants to double its production again. Nel is also likely to benefit, as the high prices for fossil energies are making it easier to switch to renewables. For BASF, however, the Goldman forecast is bad news, but analysts see considerable upside potential.
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