Close menu

October 7th, 2021 | 14:03 CEST

Alibaba, Aspermont, Facebook - Cyberattacks or data leaks?

  • Digitization
Photo credits:

The stock markets are shaking, and the flood of data is increasing daily. As a result, the traffic on all social media channels is also increasing. Some of them get performance problems or have to shut down because of server problems. There have now been several outages lasting several hours in quick succession in the Facebook empire, costing investors over USD 50 billion in market value in Facebook shares. Information is the name of the game on the stock market today, and social platforms like Reddit have a big stake in the market. When something does not work, investors often react in panic and stock markets swing wildly. We take a look at some of the protagonists.

time to read: 5 minutes | Author: André Will-Laudien
ISIN: ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , ASPERMONT LTD | AU000000ASP3 , FACEBOOK INC.A DL-_000006 | US30303M1027

Table of contents:

    Alibaba - Completely out of step

    The Alibaba share price starts October as September ended: with a new low. The Hang Seng China Enterprises Index has even fallen to a new five-year low. The current downtrend remains bearish for China stocks - and there is little hope for improvement right now, as major markets in the US are also sputtering. Why has Alibaba stock gone completely off the rails?

    A political issue is palpable: Chinese fighter jets recently violated the neutral zone with Taiwan. Probably another provocation. Plus all the other negative, or at least negatively interpreted by investors, developments related to the overbearing regulator. The Chinese leadership demands more transparency from Alibaba & Co. and the will to make the enormously increased shareholder wealth accessible to the people. Typical thinking, which we have been hearing from the Middle Kingdom for years.

    At present, no one has any desire to buy into this situation anymore. The charts of the Internet giants are pointing downward, and no one expects a short-term change. Soon it will be the first anniversary that the IPO of the fintech Ant was stopped on the last meters by the Chinese government. In turn, this began a chapter that has been anything but positive for many tech players. Looking at the Alibaba share and Ant Financial, we can now say: It is about more than just the subsidiary. It is now or never!

    The relative weakness of the stock to the entire US tech sector is nevertheless striking. The downward trend is now brutal, not least in its persistence. The new low in October is EUR 119, the all-time high at EUR 270 is thus already 56% away. Our advice: do not buy the breakout of the downtrend until it becomes significant at 5-10%.

    Aspermont Ltd. - Capital market services made in Australia

    To discover a sophisticated media service model, it is worth looking to Australia. There, there is Aspermont Ltd, a media and fintech Company in one. Its core business is quite old and includes publishing the two longest-serving regular publications for the mining sector, namely Mining Journal and Mining Magazine. Both print publications date back to the last millennium in their inception and serve an extensive readership.

    Starting in 2015, the business model changed very much towards digital and the stock market. Part of this strategy is the recent entry into the FinTech sector. The Australians announced the launch of a platform to raise capital for savvy investors in cooperation with Spark Plus Ltd, a consultancy and specialist in roadshows for Asian companies with offices in Singapore and Tokyo, and International Pacific Capital, a Sydney-based securities dealer established in 1987.

    Before entering the capital brokerage business, Aspermont built a 7.5 million-user database and XaaS (Anything-as-a-Service) model. The service was aimed at decision-makers, especially in the commodities industry. In 2020, the new Virtual Event & Exhibition (VEE) division was launched. At its launch, Aspermont acquired over 100 new business customers, including high-profile companies such as Dassault, Hexagon, S&P, Olympus, SAP and Honeywell. The strategy was to not only attract these companies for one or more virtual events but to retain them for the long term through bundling and cross-selling.

    After these years of major investments, Aspermont is now slowly entering the harvesting phase. The Company is currently operating with a gross margin of over 60% and was able to generate a profit of more than AUD 2 million in the last quarter. The cash flows continuously increase because a certain catch-up effect in public relations can be felt after the long corona breaks. In addition, there is now also income from financial transactions with companies seeking capital. With a constantly growing user base, the relevance of the information services offered and the number of transactions increases. The earnings potential becomes more dynamic with each new customer, as the cost base does not rise accordingly.

    The share price has moved sideways in the range of AUD 0.024 and AUD 0.028 in recent weeks. In Germany, up to 10 million shares are circulating per day in some cases. The story is becoming more widely known, and many new investors are jumping on the bandwagon.

    Facebook - Failures cost not only money but many customers

    Once again, Facebook is making news with gross IT problems. The massive outage of all Facebook services earlier this week is disturbing and shows the vulnerability of public platforms. What happened? A technician had shut down the backbone network with a simple command, and a responsible gate software ultimately failed to prevent it. Facebook's technicians were reportedly barred from using special tools that could have fixed the bug itself, and remote access was also no longer possible.

    This renewed blackout in the Zuckerberg Group should not be dismissed so easily because, on the one hand, Facebook customers are losing more and more trust in the Group due to the many offline times. On the other hand, Facebook is no longer alone with its services. According to market surveys, the Group has suffered massive losses on the member side due to the threat of fees and non-compliance with European DSGVO standards, especially with messenger services. Although advertising revenues are still rising at Facebook, customer growth has fallen dramatically. In the first wave in mid-2021, over 25 million WhatsApp users switched to Telegram in one week. That could happen again.

    After the incident, Facebook's stock has lost nearly 6%, or about USD 55 billion, in market capitalization. Still, the share is not even "expensive," as Facebook is growing at 30% p.a. and is valued at a P/E ratio of 24. Nevertheless, the price should not fall below USD 315 in the current chart; otherwise, the sell-off will accelerate. Caution is therefore advised for bulls.

    Companies that do business with customer data have mushroomed in recent years. Facebook and Alibaba are two typical Big Data corporations that do not operate very transparently but very successfully for their investors. Aspermont Ltd. operates in a niche market for investors and companies alike. The crux lies in the linking of media services with the financing possibilities of the capital markets.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by André Will-Laudien on June 1st, 2023 | 09:00 CEST

    Heating chaos in Berlin! Palantir, Defense Metals, Borussia Dortmund - Do governments use artificial intelligence like ChatGPT?

    • Mining
    • RareEarths
    • Digitization
    • Software
    • AI

    Artificial intelligence (AI) is a key driver for the digital transformation of our society. Some technologies have been around for over 50 years but advances in computing power and the availability of big data and new algorithms have led to breakthroughs in AI in recent years. Even if AI is only slowly becoming present in our everyday lives, new applications are likely to bring enormous changes in the future. Decision-making processes, for example, can be strongly supported digitally since today's computers can sift through hundreds of years of knowledge within a few seconds. But does this necessarily mean that the quality of results will also increase?


    Commented by Stefan Feulner on May 15th, 2023 | 07:30 CEST

    PayPal, Defiance Silver, Palantir - The rebound is firmly in sight

    • Mining
    • Silver
    • Digitization
    • Software

    In the dynamic and volatile financial markets, finding investment opportunities that offer above-average returns is a constant challenge for investors. One way to achieve significant outperformance compared to the overall market is to identify promising rebound candidates that have experienced a disproportionate decline in value following weak earnings or other negative events but are likely to stage a comeback due to their business model.


    Commented by Juliane Zielonka on May 5th, 2023 | 08:05 CEST

    Star Navigation Systems, AMD, Freyr Battery: Where high-tech stocks are shaping the future

    • Digitization
    • Batteries
    • AI
    • hightech

    This week, there was unrest over the Russian presidential palace in Moscow as two drones reportedly violated the airspace. This makes the monitoring and optimization of airspace even more critical. High-tech companies such as Star Navigation Systems are taking action precisely where Moscow seems to be cutting corners a little too much. Thanks to modern technology, real-time data can be analyzed, and responses can be made accordingly. High-tech also requires the necessary chip and cloud technologies. Investors were thus able to follow AMD's first results this year with excitement. Are they really ahead of their competitor NVIDIA? The latter company finds its use in the new partnership between FREYR Battery and Siemens.