Analyzes
Gold – Analyse
Gold wird häufig als Rohstoff eingeordnet, folgt jedoch einer anderen Logik als klassische Rohstoffe. Industriemetalle werden primär durch konjunkturelle Nachfrage bestimmt und Energiepreise hängen stark von Angebotsschocks ab. Gold dagegen…
Johnson & Johnson – Aktienanalyse
Als großer Gesundheitskonzern gehört Johnson & Johnson zu den einflussreichsten Akteuren im globalen Pharma- und Medizintechnikmarkt. Führend innerhalb der Onkologie, Immunologie und chirurgischen Medizintechnik kombiniert man innovative Forschung mit etablierten…
JPMorgan – Stock Analysis
JPMorgan Chase is the largest bank in the United States and one of the most influential financial institutions worldwide. With a strong position in investment banking, consumer banking, and a global capital markets platform, it combines...
Eli Lilly – Stock Analysis
Eli Lilly is one of the most innovative pharmaceutical companies in the world and has established a leading market position with blockbuster drugs in the areas of diabetes, obesity, oncology, and immunology. The group benefits from...
ASML – Stock analysis
ASML is one of the most important suppliers to the global semiconductor industry and manufactures machines that can be used to produce computer chips. The company does not sell chips, but rather high-precision lithography systems that can be used to produce fine...
Netflix – Stock Analysis
Netflix is one of the key players in the global market for digital video entertainment and has played a major role in shaping the transition from linear television to subscription-based streaming. Instead of maximum user expansion, profitability, ...
SAP – Stock Analysis
SAP (Systems, Applications, and Products in Data Processing) is one of the world's leading companies in the field of enterprise software, cloud platforms, and AI-supported business processes, shaping the digital infrastructure of the global economy.
AMD – Stock Analysis
AMD, Advanced Micro Devices, is one of the key challengers in the global semiconductor market for high-performance computing, data centers, and AI infrastructure. The company is in the midst of transforming itself from a cyclical PC chip supplier to...
AppLovin – Stock Analysis
AppLovin has one of the most remarkable transformation stories in the tech industry over the past three years. What was still an unstable hybrid company in 2022 has now transformed into a high-margin, AI-driven performance marketing platform.