Trading Room Notes
Agreement on the Mega-Financial Package by CDU, SPD, and Greens. 100 Billion Euros Will Be Allocated for Climate Protection. Who Benefits?
Media reported an agreement on the mega-financial package of nearly 1 trillion euros by CDU/CSU, SPD,...
Xpeng: This is the Humanoid Robot Story! When to Invest?
Alongside AI, robotics is one of the major future themes, as advancements in AI are leading to a faster...
BYD: New superchargers and the "Super-e-Platform" to be launched on March 17. It aims to reinvent electric technology!
BYD (A0M4W9) has successfully completed its pullback to the breakout level and is finally showing upward...
Merz's Offer to the “Greens”: €50 Billion for the Climate and Transformation Fund. SMA Solar Would Benefit!
The CDU/CSU and SPD are grappling with the Greens to achieve a two-thirds majority for the approval of...
Intel: We are Betting on the Comeback Story With the new CEO Lip-Bu Tan. Will There be an "Adidas Effect"?
A change in the CEO position can be a significant catalyst to help a company and its stock price make...
Salzgitter is Trading 70% Below Book Value. Four Reasons for the Steel Stocks' Upsurge!
Steel stocks such as Klöckner & Co, ThyssenKrupp, and Salzgitter (WKN 620200) are among today’s...
Workday: A Favorite After the Tech Stock Sell-Off. Agent System of Record is the new Platform for Central Management of AI Agents!
Workday (WDAY) is deeply embedded in companies with its cloud software for financial management and...
Wacker Chemie: The First Procyclical Long Signal is Emerging! Here's how the Company Would Benefit From Increased Construction Activity!
Capital is rotating into cyclical stocks on the German stock market. With Wacker Chemie , the next "Trending...
Alibaba: The new R1-Omni AI Model is Said to be Able to Read Human Emotions. The Stock is Forming a Breakout Constellation!
The Chinese stocks are "on fire." President Xi has ended regulation to allow companies to thrive and...
KSB: Trending Value Stock with a P/E Ratio of 8. This Company Benefits From the Expansion of Energy Infrastructure!
On the German stock market, undervalued cyclical stocks that are ideally already in a new upward movement...
Jabil: A Favorite After the Sell-Off! Humanoids Are Coming in Billions and This Company Manufactures Them!
The correction in US stocks, driven by recession fears due to Donald Trump's aggressive tariff policies,...
Indus: The Value Stock (P/E Ratio of 8) is Discovered Due to the Planned Infrastructure Package and Benefits!
The stock of Indus (WKN 620010) has seen a good development over the past two weeks. Right after the...
Teamviewer: Executive Board Member Mark Banfield Buys Shares for €1.57 Million. The 1E Platform and a 70% EPS Growth by 2028 Create Revaluation Potential!
At Teamviewer (i) (WKN A2YN90), significant insider buyings were announced this morning via the ticker....
XPENG Wants to Invest $13.8 Billion in Humanoid Robots. A new Stock for the Humanoid Age!
Xpeng (XPEV) is now more than just an electric vehicle startup. The company aims to mass-produce flying...
CME Group: The Volatility Beneficiary Aims for Trend Continuation at the 52-Week High!
The CME Group (CME) is well-known among traders as an exchange for trading futures, options, and OTC...
The Exploratory Paper: The Automobile Industry is a Leading Industry and Should Be Supported - new buy Premium for Electric Cars Expected. Aumann as a Beneficiary?
The CDU/CSU and SPD have completed their exploratory talks and are moving on to coalition negotiations....
The Tesla Stock has Plummeted by 35% Since the Beginning of 2025. Is it a buy now?
Shareholders of Tesla (i) (TSLA) have not been enjoying the year 2025 so far. The stock has fallen by...
Does Kion Have at Least 60% Potential? Here's the mid-Term Perspective When Business Starts to Grow Again!
We bought the shares of Kion (WKN KGX888) on February 14, 2025, for the TraderFox model portfolio. Capital...
Deutsche Bank: Value Pick with P/E Ratio of 8 and 4.5% Dividend Yield. Top Beneficiary of Billion-Euro Investments in Infrastructure and a new Economic Upswing!
In our model portfolio, we have positioned ourselves with Deutsche Bank (WKN 514000) because the stock...
Value Stock Jost Werke Aims to Double EPS by 2030 - P/E Ratio of 5. HYVA Acquisition Positioned for Megatrends in Infrastructure and Mining!
Capital is rotating into cyclical stocks in the German market. In particular, the attractive value stocks...
Chinese Stocks Are "On Fire." Alibaba Unveils Its New Reasoning Model QwQ-32B and Challenges Deepseek and OpenAI!
The Chinese tech stocks are on a new upswing. President Xi has extended a hand to Alibaba & Co.,...
German Mid-Caps are Rallying. Teamviewer as a Revaluation Candidate Still Offers a Good Risk-Reward Ratio!
The cyclicals have experienced two strong days. In the short term, "flagpoles" have emerged for most...
Energiekontor: Potential Beneficiary if the "Green" Party Pushes for More Climate Protection Investments in the €500 Billion Package?
CDU/CSU and SPD need the votes of the German party "Die Grünen" to achieve a two-thirds majority for...