Close menu




August 20th, 2021 | 10:47 CEST

Volkswagen, dynaCERT, BYD: Sudden turnaround ahead?

  • Hydrogen
Photo credits: pixabay.com

When Volkswagen CEO Herbert Diess visits Markus Lanz's talk show, the corporate leader exudes an esprit that almost comes close to celebrity founders from the USA. Even if a comparison with Elon Musk would be far-fetched - they seem more modern and flexible, the managers of German corporations. This flexibility is probably also necessary to lead huge corporations into the future in a time of change. The challenges are great: In addition to the uncertainty about the future, numerous smaller companies are also digging in their heels and want to wrest market shares from the big players. We take a look at three stocks that focus on the future of mobility.

time to read: 3 minutes | Author: Nico Popp
ISIN: VOLKSWAGEN AG VZO O.N. | DE0007664039 , DYNACERT INC. | CA26780A1084 , BYD CO. LTD H YC 1 | CNE100000296

Table of contents:


    Volkswagen: Why the share is weakening

    After being one of the high flyers of the old economy for many months, the Volkswagen share has been weakening for three months and has lost around 7.5%. However, this is negligible given the 43% gain in the share price over the past year. One could even speak of a signal of strength - after all, Volkswagen is in a transformation process in which not everything necessarily runs smoothly. Only recently, there were media reports about electric cars catching fire. No automaker can afford such a scandal. In the meantime, VW is investigating fires in the ID.3 model and emphasizes that these incidents are extremely rare.

    The chip shortage is likely to be a much bigger problem anyway. Today, even cars contain countless semiconductors. These are in short supply worldwide. This shortage means that the assembly lines have to come to a standstill time and again. At Volkswagen, this is once again the case. At the main plant in Wolfsburg, production will be cut back after the summer break. Although a temporary reduction in production capacity should not be a major problem, as customers will just have to wait a little longer, the chip shortage could become a problem in the medium and long term. Here, VW is called upon to find appropriate solutions with manufacturers or suppliers. The share is no longer cheap, but it is solid. However, those looking for growth will find other stocks.

    dynaCERT: When will the breakthrough come?

    One such growth stock is dynaCERT. The Company has set itself the goal of making conventional combustion engines cleaner. To this end, the Company uses its patented HydraGEN™ technology. In this process, a device retrofitted to conventional vehicles adds a hydrogen mixture to the combustion process. It ensures a reduction in consumption of around 19%, and CO2 is also saved to the same extent. Since dynaCERT also offers telematics software, users can document CO2 savings and convert them into CO2 certificates. The latter is especially interesting for the industry. In the past, dynaCERT has worked with municipalities and, among other things, equipped local public transport with its systems.

    Given rising fuel prices, the technology could also be used for trucks in North America. Many trucks are still gas guzzlers, and while pure hydrogen trucks are still a thing of the future, dynaCERT's solution could step into the breach as a transitional technology. High-mileage trucks, in particular, should find it worthwhile to purchase the equipment for around USD 7,000. The share of dynaCERT has suffered from weaker listings of cleantech companies and is currently trading around EUR 0.20. The stock appears battered from a chart perspective, but even a new order could revive the stock. The share is a case to keep in mind - dynaCERT is likely to become a hot topic in the course of hydrogen shares picking up again.

    BYD: Conditions are right here

    BYD is a stock that has been enjoying the highs at the same time as dynaCERT. The Chinese automaker scores with long ranges and is considered a serious competitor for Tesla - even if Tesla boss Elon Musk often only laughs at BYD's cars. Recently, the stock weakened and lost about 4% for five days. After the previous rally, however, a short setback is no wonder. It will be exciting to see if the stock can once again sustainably break above the EUR 30 mark, in which case new price momentum could emerge. With its battery production and semiconductor business, BYD is well-positioned. However, the stock is no longer a newcomer.


    While Volkswagen still has to cut off many old braids to arrive in the future of mobility and BYD does not yet have a good reputation, especially in the West, dynaCERT could hit a nerve with its focus on diesel engines with high mileage. Trucks or heavy machinery, in particular, are expensive to buy. It pays to keep them in operation for longer, and this is where dynaCERT could score points. A trend reversal could happen suddenly!


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by André Will-Laudien on November 29th, 2022 | 11:10 CET

    Hydrogen from Qatar: Nel, Plug Power, dynaCERT and ThyssenKrupp, winners in H2 fever!

    • Hydrogen
    • greenhydrogen
    • GreenTech

    "The accelerated expansion of hydrogen supply chains is central to the transition to sustainable energy." Economics Minister Habeck welcomed the planned cooperation between German companies and Emirati producers of hydrogen. For this purpose, there is a new research cooperation between the Fraunhofer Institute and the Ministry of Energy of the United Arab Emirates. Of particular interest to Germany is the production, storage and delivery of green hydrogen to the EU. Whether the FIFA World Cup will help to deepen industrial relations in this field is not certain. But what is important is that hydrogen technology is finally gaining momentum worldwide. We take a look at the protagonists in the round-up for important investments.

    Read

    Commented by Fabian Lorenz on November 23rd, 2022 | 11:43 CET

    China causes a bang in Qatar: Opportunity for Nel ASA, Plug Power, First Hydrogen, ITM Power

    • Hydrogen
    • greenhydrogen

    Germany wanted to secure liquefied natural gas (LNG) from Qatar to reduce its dependence on Russia. But now China is digging in and securing LNG supplies from the emirate for the next 27 years. During this time, 108 million tons are to be supplied. Germany only wanted to commit for 5 years. While this does not necessarily take the German government's deal off the table, it does show that gas supplies will continue to be anything but secure or cheap in the future. And it shows how vital hydrogen will be in the future and that policymakers must push for its promotion because hydrogen from renewable energies can at least partially replace natural gas. Companies like Nel ASA, Plug Power and First Hydrogen can benefit from this. In 2022, however, only First Hydrogen was convincing.

    Read

    Commented by Armin Schulz on November 21st, 2022 | 14:22 CET

    BYD, dynaCERT, Plug Power - Sustainable shares for the portfolio

    • Hydrogen
    • greenhydrogen
    • Electromobility

    The end of fossil fuels is inevitable. The only question is how quickly we can make the transition. And the answer to that question will determine the extent of the impact of climate change. Last year alone, more than USD 6 billion was pledged to phase out fossil fuels. And this trend will only intensify. The Paris Agreement, signed by nearly 200 countries in 2016, set a goal of limiting global warming to below 2°C. Vehicles with internal combustion engines are major emitters of emissions. If we succeed in reducing CO2 emissions here, we will be closer to achieving the targets. Today we take a look at three companies that are helping to make mobility more environmentally friendly.

    Read