We have compiled a list of some the most traded ASX companies in with a dual listing on Frankfurt and German exchanges for August 2024. This list only includes buying on Frankfurt, Tradegate, Berlin, Stuttgart – and the main German trading exchanges. The table excludes EU Institutional buying as this will generally occur on home exchange where liquidity is better. The standout performer is Droneshield (ASX: DRO) whose narrative has resonated very strongly with German and European investors.
Specialising in counterdrone technologies, Droneshield serves military, government, law enforcement, and critical infrastructure sectors. The company’s solutions include radio frequency sensing, AI, machine learning, and electronic warfare. Its new radio frequency artificial intelligence (RFAI) technology offers improved drone detection by reducing false alarms and accurately tracking drones at a lower cost. Unlike current systems, DroneShield’s RFAI can detect drones at greater distances, even over water, enhancing performance while lowering costs. DroneShield’s success has led to its technologies being included in Australia’s $20 million aid package to Ukraine, where they are used on the frontlines. The company also secured a $4.7 million order from a Swiss client for VIP protection and expanded its RFAI capabilities. Drone and defence tech continues to receive considerable newsflow here in Europe and we are also seeing other companies in this space engage strongly with EU investors. Rare Earth stocks such as Lynas Rare Earths (ASX: LYC) are also of major interest for EU investors as imports account for almost 100% of the over 18,000 tonnes of rare eraths used each year in the EU. In 2022, China accounted for the largest share of rare earth element imports with 40%, was second at 31% and Russia was in third place with 25%. In 2024 Lynas Rare Earths achieved significant milestones, including securing a variation to its Malaysian operating licence, allowing for continued cracking and leaching operations in Malaysia, and starting production at its new Kalgoorlie Rare Earths Processing Facility. The facility's construction and commissioning were completed in just over two years. Lynas reported revenue of $463.3 million and a Net Profit After Tax (NPAT) of $84.5 million for FY24. NdPr production decreased by 8% due to the major works program in Malaysia, The inclusion of nuclear energy in the EU taxonomy for sustainable activities is likely to boost uranium investment significantly. This, and global renewed interest in Uranium stocks, has likely contributed to strong trading from ASX uranium stocks such as Deep Yellow (DYL), Boss Energy (ASX: BOE) and Elevate Uranium (ASX: EL8). The EU taxonomy is a framework that guides investment towards environmentally sustainable activities. By classifying nuclear energy as a sustainable technology, the EU acknowledges its role in reducing carbon emissions and providing a stable energy source, complementing renewable energy. As a result of inclusion in the taxonomy, institutional investors and funds seeking to invest in sustainable energy projects are more likely to allocate capital to the nuclear sector. This, in turn, creates increased demand for uranium, the key fuel in nuclear reactors. We are seeing strong engagement for quality ASX and TSX listed Uranium stocks from EU investors. Biotech is back in 2024 with ASX company Clinuvel Pharmaceuticals (ASX: CUV) seeing solid volumes on Frankfurt and German trading exchanges. Clinuvel is a global speciality pharmaceutical group focused on developing and commercialising treatments for patients with a genetic, systemic, and life threatening acute disorders as well as healthcare solutions for specialised populations. We are optimistic about continued demand for quality dual-listed ASX stocks on German exchanges. An annual study by Deutsches Aktieninstitut as found that a total of 12.3 million German citizens save in stocks, stock funds and ETFs. That is over 17 percent of the population aged 14 and over - or just over one in six. Despite rising interest rates and persistent inflation, major geopolitical tensions and weak economic growth prospects, German investors largely remained loyal to stock investments. That is a good result according to the Deutsches Aktieninstut. The number of investors in funds and ETFs is around 10.3 million, which is the same as last year. Fund and ETF savings are the foundation of share saving. More than 80% percent of share portfolios contain funds or ETFs. The number of those who invest directly in shares, on the other hand, has decreased: only 4.7 million - 585,000 fewer than in 2022 - are invested in individual shares. This is about 5.5% of the population. This is somewhat in line with Australia where about 7% of population have between $5,001 and $10,000 invested in shares and 6% more than $100,000.
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An annual study by Deutsches Aktieninstitut as found that a total of 12.3 million German citizens save in stocks, stock funds and ETFs. That is 17.6 percent of the population aged 14 and over - or just over one in six.
Compared to 2022, that represents a decrease of 570,000. Despite rising interest rates and persistent inflation, major geopolitical tensions and weak economic growth prospects, savers largely remained loyal to stock investments. That is a good result according to the Deutsches Aktieninstut. Funds and ETFs are an indispensable part of the share portfolio. Of the 12.3 million share savers, 7.6 million have only funds or ETFs in their portfolio. 2.0 million only invest in shares. 2.6 million savers combine both types of investment. The number of investors in funds and ETFs is around 10.3 million, which is the same as last year. Fund and ETF savings are the foundation of share saving. More than 80 percent of share portfolios contain funds or ETFs. The number of those who invest directly in shares, on the other hand, has decreased: only 4.7 million - 585,000 fewer than in 2022 - are invested in individual shares. Many savers remained loyal to stock investments. Loyalty to stocks - despite interest rate changes and turbulent times High inflation, as last seen in the 1970s, hit people with low incomes particularly hard and further limited their ability to save. Due to rising interest rates, fixed-interest investments again competed more strongly with stocks, funds and exchange-traded funds (ETFs) and, together with the record high of the DAX at the end of the year, provided incentives for profit-taking and reallocation in the portfolio. Overnight and fixed-term deposits celebrated a comeback. Against this background, the stable number of stock savers is a good result. The number of investors in equity funds and ETFs remained stable, while the number of shareholders fell in 2023. The analysis shows that it was more men who liquidated their stock investments. Women, on the other hand, were just as involved in the stock market in 2023 as they were in 2022. Older investors remained invested. Younger investors withdrew somewhat. In the long-term trend, however, the positive attitude towards stocks among younger people remains intact |
AuthorMatthew Reynolds. Archives
February 2025
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