The engineers rely on investment values and thus prove the sense of equity. French stocks and pharmaceutical stocks are also high on the agenda.
Who would have thought that a year ago? In the past twelve months, Donald Trump has been elected as the new US
president, the British said "goodbye" to the EU, and Turkey has been
under exceptional circumstances since a coup attempt - nevertheless, the
stock markets are bursting with euphoria. The Dax effortlessly passed the 12,000-point mark on its way up.
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Bottling plant specialist Krones is currently one of the most
popular values among participants in our stock exchange
game.(Photo:ddp images/Bernhard Classen)
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The engineers are currently investing in German investment
values. Thus, among the most popular stocks are Kuka, Jenoptik and
Krones. The mechanical engineer offers solutions for the filling and
packaging of PET bottles. Michael Thaler from Top Vermögens AG, who looks after our stock
market game, welcomes the fact that "when the Capex cycle begins,
these values will benefit greatly." The capital expenditure cycle is
the period in which a company renews its investments. At the same time, Betriebswirt Thaler assumes that it would soon be
time for companies to make new investments in plants."Since the financial crisis, there has been only a recovery, it would
be time for a real upswing again." The economy and mood data give the
first indications in this direction.
The engineering fund, which consists of the ten stocks that the
engineers most frequently placed in the game, has gained 3.18% since
January. This is how the participants in our stock market show their share
prices.The MSCI World Index, which lists 1600 shares from 23 industries and
thus reflects the development of the global securities exchanges, rose
by only 2.47% over the same period.
Thaler has a tip for all those who are still looking for a few
interesting shares for their game depot: "The clear winners of the
stock markets currently include pharmaceutical stocks." They benefited
from the fact that Trump had not succeeded in killing Obamacare
. "Before Obamacare, it was economically dependent on what the
Americans could prescribe. Many could simply not afford certain medications without the
insurance. "Obamacare and thus the health insurance obligation remains
the basis of the sales of the medication manufacturers.
The view into the neighboring country is also worthwhile."French values are very much in demand," says Thaler."This is because Börsians assume that the voters will not cross the
socialists this time and not with Marie Le Pen, but with the economic
liberal Emmanuel Macron. From this, stock buyers are promising rising prices. "
Thaler would leave Thaler for the time from automobile
groups. In the US used car market many cars were on stockpile and currently
pressed the prices. This, of course, also impacted the sale of new weighs. Thus, an attempt would be made to find buyers on favorable
financing models, which would also be an eye-opener for customers
who were not too solvenous. The problem, however, is: "This leads to many failures in auto
loans in the USA. This weighs on the banks of the car manufacturers and thus the
corporations themselves. About German manufacturers also hover the
Damokleschwert of the diesel ban in cities. "When the ban comes, old diesel vehicles are offered for a spin-off
price.That naturally lowers the price that the salesman can demand for
new cars, "Thaler points out.
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