technology
Commented by Stefan Feulner on September 11th, 2024 | 07:45 CEST
BioNTech, First Hydrogen, and TSMC with big announcements
As we enter the final third of what has so far been a successful 2024 stock market year, uncertainties and volatility are increasing. Even the seemingly invincible chip giant Nvidia has lost around a quarter of its stock market value since its highs in mid-June. On the other hand, other companies that have fallen sharply in recent months have reported positive news that could herald a possible rebound.
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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 Fabian Lorenz on September 5th, 2024 | 09:15 CEST
Bargain alert in Biotech, AI, Cannabis: Evotec, Cantourage, BlockchainK2 share instead of Nvidia?
The weak late summer months on the stock market often offer opportunities for bargain hunters - including at the moment and away from the large caps. For instance, Nvidia has already lost around 30% from its all-time high, but historically a drop of 50% or more is not uncommon for this AI high-flyer. It is, therefore, worth taking a look at fallen small and mid-caps. For example, Cantourage shares gained more than 10% yesterday alone. Is there more to come for the cannabis stock? BlockchainK2 shares are also ripe for a price surge. The SaaS platform for financial service providers offers cost and efficiency benefits thanks to blockchain and AI. The sentiment for fintechs - look at PayPal - is currently brightening noticeably, and BlockchainK2 is a takeover candidate. The same could be said for Evotec, or is there a risk of a slide to EUR 4? In any case, the Company is not finding any peace.
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Commented by Armin Schulz on September 4th, 2024 | 07:30 CEST
Bayer, Vidac Pharma, BioNTech - Healthcare sector on the verge of a renaissance
Promising signs of a renaissance in the healthcare sector have emerged in recent months. Innovative start-ups are driving the digital transformation forward despite a decline in investment, as evidenced by the Digital Health Radar 2024. In Germany, Federal Health Minister Karl Lauterbach has introduced significant legislative reforms by July 2024, such as the introduction of electronic patient records and e-prescriptions. Complemented by increased M&A activity and technological integration through telehealth and AI, experts anticipate significant long-term growth potential despite the challenges faced in 2023. These developments point to a promising future for the healthcare sector. We take a look at three exciting 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 29th, 2024 | 07:00 CEST
Up to 200% upside potential! Evotec, Tui, and Almonty Industries shares!
Will Evotec's share price double or fall by 40%? Analyst opinions on the ailing biotech company differ widely. The management offers some encouragement, as insiders have been buying shares of Evotec. Almonty is currently performing strongly. The shares of the tungsten producer are at a yearly high. The half-year figures have been convincing, and analysts see around 200% upside potential. Has the share finally initiated its revaluation? By contrast, experts remain skeptical about Tui. Business is booming, but for how much longer?
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Commented by Stefan Feulner on August 28th, 2024 | 07:15 CEST
Siemens Healthineers, Vidac Pharma, Viking Therapeutics - Powerful movements
After the hype during the COVID-19 pandemic, biotech stocks have lagged behind the broader market, allowing major technology companies to take the lead. Smaller, capital-intensive companies, in particular, have suffered from the high interest rate level. However, this is likely to change soon. On the one hand, monetary policy is expected to be eased, and on the other hand, demographic changes point to a long-term explosion in demand for new medications.
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Commented by André Will-Laudien on August 28th, 2024 | 07:00 CEST
Starting signal for a rally? BioNTech, Pfizer, and Bayer under scrutiny, Major news expected from Cardiol Therapeutics and Evotec
Despite all the prophecies of doom, life goes on in the biotech sector. With a medium-term focus, it makes sense to bet on management qualities, as the recent price drops were partially too severe, but the research approaches promise a better future. BioNTech and Pfizer still have to deal with the COVID-19 issue, while Bayer has now taken all measures to achieve a turnaround. The situation at Cardiol Therapeutics and Evotec is particularly interesting, as the members of the Management Board continue to buy shares regularly.
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Commented by Armin Schulz on August 21st, 2024 | 07:00 CEST
Bayer, Cardiol Therapeutics, Evotec - Is monkeypox providing new momentum in the biotech and pharma sector?
The recent outbreak of monkeypox has once again highlighted the critical importance of a rapid and effective response to emerging health threats. This situation highlights the significant role of the biotech and pharmaceutical industries in addressing such challenges. Some companies are focused on combating infectious diseases such as monkeypox, while others are developing innovative therapies for chronic, severe, or rare diseases. Today, we look at three companies committed to improving people's health.
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Commented by Fabian Lorenz on August 8th, 2024 | 07:00 CEST
Siemens Energy tops, Evotec shocks, and what is causing the dynaCERT share to explode?
The Evotec share lost more than 35% yesterday. The share was already trading at a multi-year low before this drop. Investors were particularly shocked by the adjustment to the EBITDA forecast. Additionally, the biotech company indicated that it plans to downsize. This year, Siemens Energy has shown how quickly a difficult situation can be resolved. On the verge of bankruptcy at the end of 2023, it is back on track, although not thanks to renewable energies. In contrast, dynaCERT has yet to see its share price explode. A former Daimler manager will take the helm in the coming days and is expected to secure orders in Europe. Additionally, dynaCERT investors are waiting for VERRA certification.
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