Trading Room Notes
Alibaba: Focuses on AI and Benefits From Less Regulation in China. Triple-Digit Revenue Growth With AI Products Reported!
China lets its tech companies off the leash! A comeback of momentum in Chinese stocks has begun. First,...
Chancellor Candidate Friedrich Merz Promises More gas Power Plants - Good for 2G Energy?
On Wednesday, the final debate between the German Chancellor candidates Scholz and Merz took place. Regarding...
Kontron Receives a $250 million Order for 5G IoT Connectivity Modules! This Fuels the Stock Rally!
The stock of Kontron (i) (WKN A0X9EJ) is included in our model portfolio, and we increased our position...
BYD is Almost 10% Up and Amidst the Big Picture Breakout. Here’s why it Makes Sense!
So far, BYD has recorded a good start in our model portfolio. Book profits are approaching the 10% mark....
The Stock Market is Playing the Comeback of Housing Construction Stocks Like Steico and Sto Vz - new Long Signals are Emerging!
Since the beginning of January 2025, we have been intensively discussing the major comeback theme surrounding...
Schlumberger has 50% Potential and a Historically low Share Price With an EV/EBITDA Multiple of 7.3!
Schlumberger (SLB) could benefit from the new US President in the medium term, as the oil field services...
Three Reasons Why Lockheed Martin and Northrop Grumman Should be set for a Recovery.
In the USA, there has recently been concern that defense spending may decrease due to reduced support...
Daimler Truck: A Value Stock With a Touch of Defense Speculation Benefiting From Capital Flowing Into European Cyclicals!
Since February 13, 2025, international capital has increasingly rotated into German cyclicals. The impending...
Sto Vz. is a Cheap Cyclical Stock With a P/E ratio of 13 at the Beginning of a new Growth Phase. Germany Needs to Build More!
Sto Vz. (i) (WKN 727413) is an example of a cheaply valued stock from the German small-cap segment with...
ThyssenKrupp AG: BofA Highlights TKMS as a Hidden Defense Division!
ThyssenKrupp AG is a laggard among safety stocks. Many investors may initially think only of steel production...
Teamviewer Could Ignite new Growth With Autonomous Endpoint Management. According to Warburg Research, There is a 50% Potential!
At Teamviewer (i) (WKN A2YN90), Warburg Research raised the price target from €16.50 to e19.50 on...
H&A Upgrades Friedrich Vorwerk to Buy With a Price Target of €41. Is the Chart Breakout Coming now?
Friedrich Vorwerk (i) (WKN A255F1) is the company that helps realize the necessary energy infrastructure...
Kion is an Undervalued Global Leader in Intralogistics. Demand Could Recover by mid-2025. Capital is Rotating Into European Midcaps!
The USA is advancing peace negotiations with Russia regarding Ukraine. This has increasingly caused capital...
Defense Stocks Surge as the EU Might Activate the Special Clause. Rheinmetall Receives a new Price Target of €1,037!
A central theme in the stock market in Europe is defense stocks. This has the following reasons: -...
Meta: Now is the Time to Enter the Humanoid Robot Market!
The largest market of the future will be humanoid robots, with the transition accelerated by AI. Humanoids...
Sto Vz.: According to ZIA, Residential Construction Investments Could Pick up by mid-2025. Mid-Term Comeback Potential for the Stock!
Sto Vz. (i) (WKN 727413) is a well-known provider of insulation, plaster, acoustic systems, floor coatings,...
Is the Comeback of Cyclicals Starting? Dürr and Jungheinrich Both With Single-Digit P/E Ratios!
The upcoming peace negotiations regarding Ukraine are causing capital to rotate into cyclical stocks...
Rheinmetall: Price Target of €1,000! Munich Security Conference in the Spotlight - Europe Will Have to Spend More on Defense!
The analysts at HSBC set a high price target for Rheinmetall (703000) on the morning of February 14,...
Rheinmetall: Price target €1,000! Munich Security Conference in focus starting today - Europe will have to spend more on defense!
Analysts at HSBC released a high price target for Rheinmetall (703000) on the morning of February 14,...
The Future is Hybrid Teams of Humans and AI Agents. This Should Boost Demand for Salesforce's Agentforce Products!
HubSpot is a software provider focused on sales, CRM, and marketing. On the night of February 13, 2025,...
Teamviewer Aims to Focus on Autonomous Endpoint Management Solutions to Accelerate its Growth Trajectory!
The stock of Teamviewer (i) (A2YN90) is gaining ground again. It has risen another 3% and is extending...
Trump Speaks With Putin and Wants Peace Negotiations. These Beneficiaries From the Reconstruction of Ukraine Must be Known by Investors!
Yesterday, Trump and Putin spoke on the phone for over an hour. It looks like a "deal" is in the works,...
Tesla: BYD's God’s Eye Creates Price Pressure - Counter-Cyclical Opportunity? Benchmark Sees 40% Potential. The Robotaxi and Optimus Story Remain Intact!
The stock of Tesla (i) (TSLA) experienced a sharp setback in recent weeks. This week, the movement accelerated...