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19.08.25 - 16:42
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Heiko Thieme: "United Healthcare ist ein Winner - jetzt kaufen!" - Intel, Palantir, Wienerberger und Schlumberger (BRN)
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Heiko Thieme analysiert in dieser Episode die geopolitische Lage rund um das Treffen zwischen Donald Trump und Wladimir Putin in Anchorage. Die unklaren Signale von dort und aus Washington bewertet er nüchtern: Man muss global denken lernen, um klug zu handeln. Im Fokus stehen die Spannungen zwischen den USA und Russland sowie die Rolle der Ukraine. Thieme betont, dass diplomatische Bilder und Worte eine enorme Signalwirkung für die Märkte haben. Auch die Geldpolitik bleibt entscheidend: Er erwartet weitere Zinssenkungen noch in diesem Jahr. Bei den Aktien setzt Thieme klare Akzente: United Healthcare ist ein Winner jetzt kaufen. Softbank habe mit dem Einstieg bei Intel einen sehr guten Schachzug gemacht. Schlumberger sei der Blue Chip Wert schlechthin! 80 % vom Hoch, kann man fast blind kaufen. Palantir bewertet er trotz einer derzeit laufenden Shortattacke als Chance: Clever nutzen mit einem Hebel. Wienerberger bezeichnet er als echte Friedensaktie.
Sie hören die gek?...
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08.08.25 - 10:18
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Idemitsu Kosan Q1 Net Income Declines (AFX)
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BRUSSELS/FRANKFURT/PARIS (dpa-AFX) - Idemitsu Kosan Co. reported that its first quarter net income attributable to owners of the parent was 5.24 billion yen, compared to 95.02 billion yen, last ye......
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08.08.25 - 08:01
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ENEOS Holdings Slips To Loss In Q1 (AFX)
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TOKYO (dpa-AFX) - ENEOS Holdings Inc. (JHJ.F) reported that its first quarter loss attributable to owners of the parent was 14.516 billion Japanese yen or 5.40 yen per share compared to profit of ......
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23.07.25 - 08:36
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Vakhshouri: US-Japan Deal Brings Relief to Oil Markets (Bloomberg)
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Oil edged higher as investors monitored the progress on tariff talks between the US and its key trade partners. President Trump announced a deal with Japan that sets the rate at 15%, as well as one with the Philippines at 19%. Sara Vakhshouri, President & Founder, SVB Energy International spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on market reaction to such deals. (Source: Bloomberg)...
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23.07.25 - 02:24
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These Are The World′s Most Critical Oil Chokepoints (ZeroHedge)
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These Are The World's Most Critical Oil Chokepoints
The total volume of oil passing through the Strait of Hormuz stands around a staggering $600 billion.
While a blockade of the strait is considered a distant possibility, its closure could ripple across global supply chain networks. In particular, Japan, China, and India would be impacted the most. Furthermore, a shock to oil prices would likely affecting production costs, in turn raising the price of consumer goods.
This graphic, via Visual Capitalist's Dorothy Neufeld, shows the most vital oil transit chokepoints, based on data from MUFG.
The Strait of Hormuz and Oil Trade Flows
Below, we show how the Strait of Hormuz sees the second-highest volume of oil passing through its corridor globally:
In 2023, 20.9 million barrels of oil flowed through the Strait of Hormuz, which lies between Iran and Oman.
Iran largely controls this waterway, where 20% of global oil consumption is transported across this shipping route. In response to Israel-I...
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