August 25th, 2021 | 13:48 CEST
Abibaba, Aspermont, Teamviewer - The Big Data Analyst Boom!
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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.
ALIBABA GROUP - SHARE PRICE HALVING INVITES INVESTORS TO ENTER THE MARKET
The Chinese Alibaba Group operates one of the world's largest online trading platforms. Its successful website Alibaba.com is a perfect data analytics platform and offers its B2B customers a selection of services for running e-shops on almost all product levels of daily needs. Alibaba is now a professional in analyzing customer data and dominates the e-commerce market in China. Its business model can be seen as a mix of Amazon, eBay and PayPal, adapted to the needs of the Chinese market. The Company uses Big Data to support its small loan business. Big Data provides cash flows, supplier and customer behavior, and sales growth over the years helps assess current credit risk making business relationships extremely predictable.
The Chinese government has been intervening since 2020 with rules and policies to combat anti-competitive practices by Internet companies and has also banned the IPO of its financial subsidiary ANT. This year, new anti-monopoly regulations for online platforms were added, and antitrust violations were subject to heavy penalties. The new draft guidelines describe prohibited behaviors such as blocking competitive products, controlling user traffic or discriminatory pricing. The analysis of customer data was also restricted.
The Alibaba Group share price has more than halved since November 2020, but it has continued to grow its bottom line. Analytically, the stock has now reached desirable levels. The dangers of a total suspension of China's internet giant from the NASDAQ technology exchange remain, of course, but the risk-reward ratio argues for exposure after the sell-off.
ASPERMONT LTD. - NEW WAYS IN FINANCING
The Australian media stock Aspermont Ltd. is a capacity in the information sector with capital market relevance. Its business model consists of subscription revenue generation, trading revenue and platform services. With a constantly growing user base, the significance of the information services offered increases; one reaches more readers and thus increases its accompanying advertising revenues. The connection to the clients from the industry is very important because they used Aspermont so far primarily as an information provider and distribution medium. Now, an important service is added, which is achieved by providing a capital and financing platform.
The new fintech project was launched with two other founding partners, Spark Plus Ltd. and International Pacific Capital (IPC). The collaboration aims to operate a platform to raise capital for professional investors in the ASX market. The Chairman of the new Company is Geoff Donohue from Aspermont. The management consists equally of experts from Aspermont and the founders of Spark Plus and IPC. With a 44% stake, Aspermont is the initiator and also the largest shareholder of the Company.
Going forward, Aspermont has the opportunity to leverage its existing corporate and investor audience for the new Company while enhancing its own offering by providing additional services. These services include roadshows for Asian companies, capital markets advisory for M&A transactions, and distribution of financing solutions. IPC is a licensed securities dealer and asset manager based in Sydney that has been active in the Australian equity markets since 1987. Spark Plus is an internationally successful management consultancy with a long track record.
As a result, Aspermont's B2B model now offers consulting and placement services in addition to information. The scaling is perfect because this package naturally works in neighboring countries and new economic sectors outside the raw materials industry. The historically grown databases of the three cooperation partners help to establish the corresponding connections quickly. The result is a highly profitable network for the Group.
With a market capitalization of only AUD 67 million, Aspermont offers a rich portfolio of contacts and services. In the current stock market environment, the earnings side should jump upwards in the next few years due to future financing transactions. The medium-term opportunities for Aspermont Ltd., therefore, remain excellent.
TEAMVIEWER - THIS COULD BE THE TURNAROUND
A mere glance at the chart performance of TeamViewer AG, the specialist for remote maintenance and video conferencing software, speaks volumes. Issued at EUR 26.25, the TecDAX company's share price returned to its IPO range in recent days after doubling by March 2021. Incidentally, the sell-off prices shortly after the IPO were still significantly lower at EUR 21.40.
Effective support lines are now emerging in the EUR 27 area, which management supports through ad hoc purchases. CEO Steil acquired shares for a good EUR 6 million, and CFO Gaiser bought shares for a good EUR 1.3 million. Supervisory Board Chairman Peled bought shares for just under EUR 670,000. Insiders buying on this scale is at least a signal from the better-informed that, following a strong expansion of the cost base, the growth pace can increase again in the year. The second-quarter figures were still in line with low expectations. The EBITDA margin of 47% was already known, and the new subscriber figure is now 623,000.
Deutsche Bank analysts remain confident after the figures. Accordingly, they confirm their buy recommendation with a target of EUR 45. The stock market rarely rings for entry, but insider deals of this magnitude clearly feel like a wake-up call.
Data analysis is the future for all digitization models. These methods work well in interpreting financial transactions around the globe. Alibaba and TeamViewer are two successful business models with good turnaround prospects. Aspermont is growing into a capacity almost unnoticed with its new fintech approach and is still available for a fraction. The share is trading quite actively on Tradegate in addition to Australia.
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