Researchanalyst

 

Stefan Feulner

  • E-Commerce
  • Fintech
  • Blockchain
  • KI

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.

Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.

He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.


Kommentare von Stefan Feulner

Kommentar von Stefan Feulner vom 29.05.2023 | 05:10

Stock news: dynaCERT - Major order causes a sensation

  • hydrogen
  • climate change
  • fuelcell
  • CO2 reduction

In order to achieve the set climate targets, both politicians and industry agree that green hydrogen has been considered a key element of the energy turnaround for years. The rosy outlook proclaimed for the sector by industry experts and financial analysts has created a gold-rush mood among listed companies since the beginning of the decade, and the valuations of market leaders such as Nel ASA and Plug Power have soared to astronomical heights. In contrast, the reported sales and, in some cases, equally high losses of the companies hardly justify the valuations of EUR 2.1 billion and EUR 4.95 billion, respectively, which are still ambitious despite the strong correction. With a market capitalization of only EUR 59.62 million, the Canadian hydrogen specialist dynaCERT's valuation represents only a fraction of these figures. A major order for 3,000 of its patented HydraGEN units has now put a clear exclamation mark on the Company. Further orders are likely to follow.

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Kommentar von Stefan Feulner vom 03.05.2023 | 05:10

Stock news: First Hydrogen - Second chance after the setback

  • Hydrogen
  • Electromobility
  • transport

The opportunities are gigantic, as are the forecasts of experts. The consulting firm PricewaterhouseCoopers, for example, sees hydrogen as a key element of the energy transition and expects an increase from 76 to up to 600 Mt worldwide by 2050. Despite the rosy outlook, buoyed by huge subsidy programs from politicians, companies in the sector are undergoing a sharp consolidation phase. For example, industry leaders such as Plug Power and Nel ASA have recently lost over 40% of their stock market valuation. For a long time, newcomer First Hydrogen was able to escape the correction. After outperforming and gaining over 1,600% since August 2021, the share price halved quickly and is now trading at a prominent support zone. The fundamental data remain excellent so that a second long-term entry opportunity could arise at the current level.

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Kommentar von Stefan Feulner vom 27.04.2023 | 05:20

C3.ai - AI blue chip or overvalued hype stock?

  • articial intelligence
  • technology
  • machine learning

The use of artificial intelligence is here to stay. According to industry experts, we are at the beginning of a technological revolution that, based on information and communication technology and driven by AI, will lead us to a world where all things will be connected and intelligent. The market growth is enormous and will be accelerated by future key technologies such as 5G, cloud, video, the Internet of Things and autonomous driving. C3.ai is a leading provider of AI software for enterprises to accelerate digital transformation. Despite the outstanding growth opportunities, the still loss-making US company, valued at USD 1.98 billion, is facing headwinds from several sides.

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Kommentar von Stefan Feulner vom 24.04.2023 | 05:10

Stock news: Smartbroker Holding AG - Making big strides towards neobroker

  • online brokerage
  • neobroker
  • rebound

Due to the war in Ukraine and the end of the loose monetary policy by the central banks, the stock exchanges took a dive, especially in the first nine months of last year. The leading German index DAX lost around 28% from the beginning of the Russian invasion until the beginning of October. The uncertainties also caused the trading figures of online brokers to plummet. However, a strong recovery began in the 4th quarter of 2022. Since then, the DAX has posted a performance of almost 36%. While the war in Eastern Europe continues to rage, an end to the cycle of interest rate hikes seems within reach. Due to the resurgent world stock markets, online brokers are also likely to experience a significant rebound. Above all, Smartbroker Holding AG should benefit disproportionately from the launch of "Smartbroker 2.0".

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Kommentar von Stefan Feulner vom 19.04.2023 | 07:30

Stock news: Plug Power - class action lawsuit filed

  • fuelcell
  • hydrogen
  • energy

US company Plug Power, a pioneer of fuel cell technology, is considered one of the greatest hopefuls of the global hydrogen economy. The plans for developing a holistic ecosystem for green hydrogen are huge. Everything from production, distribution, storage and delivery to energy generation is to be offered from a single source. However, there are considerable gaps between the ambitious goals and reality. Plug Power has been unable to close a quarter with a profit for more than 25 years, and even last year's targets were revised downward several times. Now there is the threat of a class-action lawsuit from disappointed shareholders.

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Kommentar von Stefan Feulner vom 17.04.2023 | 05:30

Stock news: Altech Advanced Materials- New opportunities after the fireworks

  • technology
  • energy storage
  • battery
  • electromobility

After a brilliant first quarter and a share price performance of over 210%, the share of the Heidelberg-based portfolio company Altech Advanced Materials is consolidating at a high level. The current correction offers attractive long-term entry opportunities. The Company is considered an innovation leader in anode composite materials for lithium-ion batteries and environmentally friendly stationary energy storage systems based on solid-state sodium aluminum oxide batteries. In the age of the energy transition, which is still in its infancy, the newcomer thus has double game-changer potential.

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Kommentar von Stefan Feulner vom 13.04.2023 | 05:30

Stock news: BYD - Buffett pulls the plug

  • Elektromobilität
  • Klimaneutralität
  • Automobil

In an interview with the business and financial news channel CNBC in Tokyo, investment legend Warren Buffett described the Chinese market leader in electric cars as an "extraordinary company." Nevertheless, Berkshire Hathaway, the investment firm he manages, reduced its stake again, for the tenth time, since last August. The market reaction was enormous, with the stock losing more than 5% at times. The setback offers new opportunities because, fundamentally, everything is going according to plan at BYD.

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Kommentar von Stefan Feulner vom 11.04.2023 | 05:30

TUI AG - Last minute bargain or bottomless pit?

  • tourism
  • markets
  • travel

Hardly any other sector of the economy was hit as hard by the Corona pandemic as the travel industry and experienced dislocations on an unprecedented scale. Without government rescue packages, the world's largest fully integrated tourism group, TUI, would hardly have survived this crisis of the century. Since the openings and the end of the lockdowns, the number of bookings has increased noticeably. More than 500,000 customers booked a TUI vacation over Easter, and booking numbers are expected to return to pre-Covid levels for the summer. The Group's strategy is clearly defined and focuses operationally on profitable growth in the Vacation Experiences and Markets & Airlines divisions. On the other hand, reducing debt, refinancing and strengthening the balance sheet is at the top of the Hanover-based company's agenda. The ongoing capital increase is now intended to take the first step toward recovery. But questions and uncertainties remain.

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Kommentar von Stefan Feulner vom 06.04.2023 | 05:10

Stock news: Rheinmetall AG - Ceasefire at the defence group

  • armaments
  • technology
  • electromobility

The war in Ukraine has been raging for over a year, and an end is nowhere in sight. On the contrary, while peace talks and a diplomatic solution would be the favored solution for many, politicians continue to focus on armament and the supply of heavy weapons. One of the main beneficiaries is the Düsseldorf-based arms manufacturer Rheinmetall, whose share price has risen by 190% since the start of the Russian invasion and has even made it into Germany's highest stock market segment, the DAX. Despite a consistently good news flow with new orders, partnerships, and the construction of a maintenance center in Romania, the all-time high of EUR 281.30 could no longer be held. Looking at the chart, this could result in a longer correction.

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Kommentar von Stefan Feulner vom 29.03.2023 | 05:10

First Hydrogen - A drumbeat for the hydrogen specialist

  • transportation
  • climate neutrality
  • hydrogen
  • fuelcell

Trucks with diesel engines have been essential to our economy for many years. Despite their benefits, however, internal combustion engine trucks increase air pollution, contributing to global warming and poor public health. With climate change targets, the transportation industry is retooling and increasingly switching to alternative powertrains. In the light commercial vehicle sector, more and more manufacturers are turning to hydrogen and fuel cell technology. In Europe alone, around 29 million vans must be converted to avoid being taken off the road by 2030. First Hydrogen, a company expected to take market share from the established players with a unique strategy, was launched around two years ago. Now the Company, based in Vancouver and London, is taking the next step, again with a heavyweight.

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