Researchanalyst

 

André Will-Laudien

  • Energy
  • Ressources
  • Technology

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets. In the historic dot.com year 2000, he trained as a CEFA analyst in Frankfurt and has since then accompanied over 20 IPOs in Germany.

Until 2018, he held various positions at banks as an asset manager, capital market and macro expert as well as fundamental equity analyst. He is passionate about the energy, commodity and technology markets as well as the tactical and strategic asset allocation of liquid investment products. As an expert speaker at investment committee meetings of funds as well as at customer events, he can still describe the course of the 1987 crash, one of the major buying opportunities of the last 33 years on the stock market.

Today, he knows that the profit in shares is not necessarily the result of buying cheaply, but above all of avoiding mistakes and recognizing in good time when markets are ready to let air out. After all, in addition to basic fundamental analysis, investing in stocks is above all a phenomenon of global liquidity and this must be monitored regularly.


Kommentare von André Will-Laudien

Kommentar von André Will-Laudien vom 15.03.2022 | 04:45

Stock news: Saturn Oil + Gas - Next leap forward

  • Oil
  • Canada

The armed conflicts between Ukraine and Russia have had a lasting impact on the commodity markets. In an already tense price situation, the US import ban on Russian oil is causing further distortions on the energy markets. The sharp sanctions imposed by many countries had caused Brent and WTI prices to rise to over USD 130 at times. It was not until the beginning of this week that prices eased again slightly to below USD 110. However, analysts and experts in conflict monitoring expect further uncertainties in the supply situation. The situation is aggravated by the fact that Iran is currently unable to increase its production due to stalled nuclear negotiations and OPEC is also still unable to significantly increase production. In the Canadian province of Saskatchewan, there is still one high-growth oil producer that is moving to new shores. Update.

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Kommentar von André Will-Laudien vom 09.03.2022 | 04:44

thyssenkrupp AG - The steel giant is back

  • Engineering
  • GreenTech
  • Steel

Anyone looking for modern technologies, will find them at thyssenkrupp AG. After years of restructuring, the Essen-based group can report an initial positive conclusion: The transformation to modernity has been successfully implemented! The sale of non-core activities is not yet complete, but the measures of the transformation program are already taking effect. In its new form, thyssenkrupp AG and its subsidiaries are now a high-performing group with strong independent businesses. At present, the risks of significantly increased raw material prices and disrupted supply chains remain, but they should be manageable over time and no longer pose a threat to the medium-term outlook. However, the continuation of the armed conflicts in Eastern Europe directly impacts individual areas of the thyssenkrupp Group. We analyze the opportunities and risks.

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Kommentar von André Will-Laudien vom 21.02.2022 | 04:44

Deutsche Bank - The comeback of the industry leader

  • Asset Management
  • Finance
  • Banks

From an investor's point of view, 2022 is much more challenging than 2021. Inflation flared up noticeably last year. The dimension was still quite manageable for market participants and growth-oriented investors, as the capital market interest rate remained in a minus interest rate scenario shaped by the central banks until the fall of 2021. Now, however, the tide has turned: In January, the U.S. Federal Reserve was confronted with an inflation rate of 7.5%, the highest rate of price increases since 1982. The markets reacted with shock and sent the ten-year U.S. Treasury rate above the magic 2% mark. It is now becoming much more expensive for all those seeking capital, but those who are now smelling spring air are the banks because the interest margin that had been out of sight for almost a decade is returning. The original banking business is back, and for the industry leader Deutsche Bank it is like a comeback to the premier league.

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Kommentar von André Will-Laudien vom 13.01.2022 | 04:45

Nel ASA share - Does the hydrogen pioneer keep its promise?

  • Alternative Energies
  • Mobility

Hydrogen is the ultimate future topic and is not only revolutionizing the automotive industry. The topic is becoming explosive because e-mobility cannot solve all the problems of the future and cannot be used in many areas. With its specification, hydrogen is also reaching air, rail and shipping traffic and is thus coming more into the focus of science. Will it be the topic for 2022? The opportunity for investors is favorable as governments around the world declare climate protection budgets. Germany and France plan to jointly invest tens of billions in transforming their industries. Norwegian H2 specialist Nel ASA is one of the European pioneers in electrolyzer technology. But what are the opportunities for investors in 2022 after a 300% increase since 2018? A look at the overall market and specifically at the stock.

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Kommentar von André Will-Laudien vom 01.12.2021 | 04:45

Almonty Industries Inc. - and the wires are glowing

  • Raw materials
  • critical metals
  • e-mobility

The shortage of critical metals could lead to a huge problem for high-tech industries. The leading producer for many industrial metals is China, as in the case of tungsten. Although the Middle Kingdom dominates the tungsten market and has numerous mines in operation, imports to China recently increased by a full 20% YOY. This is one of the best leading indicators for a new market scenario because, after all, China has controlled the market so far. Now the country even has to buy in the already empty international market. A demand overhang could not be clearer. Almonty Industries can cover an important share of global tungsten demand in the medium term.

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Kommentar von André Will-Laudien vom 10.11.2021 | 10:30

Saturn Oil & Gas - successful oil producer in Canada

  • Energy
  • Oil
  • Resources

Is the world on the brink of a total transformation of all forms of energy generation to date? According to the statements made by the participants at the UN Climate Summit in Glasgow, Europe is currently of the opinion that CO2-generating fossil energy production will be significantly reduced in the near future. OPEC takes a completely different view, seeing the share of oil in the energy mix declining only marginally by 2045. And to top it all off, China is even building 200 new coal-fired power plants, thus pushing the EU's climate policy goals into the realm of fairy tales from Glasgow.

If you take a closer look, you will notice: Without Asia and the USA, there is no relief for the climate and this probably means an extension of the grandfathering for the 'black gold'. We take a closer look at the facts at hand.

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Kommentar von André Will-Laudien vom 08.11.2021 | 18:00

VARTA AG - Hightech Batteries from Germany

  • E-Mobility
  • Technology
  • Battery

In ten years, electric cars are expected to compete with combustion engines not only in terms of range, but also in price. The hunt for new battery models has long been on. German companies are also involved. How far will the top dog from Germany manage to advance into the e-mobility segment and secure a significant share of the market? What is currently driving the company? Is the stock market valuation justified? A look at the present and the future, and in particular at the figures.

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