January 5th, 2022 | 09:10 CET
Alibaba, Aspermont, TeamViewer - This is where the action is in 2022!
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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 - First choice to start the year
The turn of the year may bring the trend reversal. That is what you can see in Alibaba's share price. At the beginning of December, a 3-year low was marked at USD 108.7. The share lost a whole 50% in 2021, but now it is heading north again. At USD 120, Alibaba is now one of the strongest China stocks at the beginning of the year. What is different from 4 weeks ago?
Surprisingly, in Hong Kong, the stock first suffered from the suspension of China Evergrande shares and later rumors emerged that many large investors would exchange their American ADRs for Alibaba's new Hong Kong shares. However, after a daily loss of around 3% in Hong Kong, the stock then moved sharply higher in European trading, and this trend continued on the NASDAQ. Thus, a turnaround seems technically possible.
The stock's relative weakness to the overall US tech sector seems to be gradually dissipating, as the Alibaba share has been more sought after in recent days. The all-time high at EUR 270 is now 60% away. In the 6-month chart, the resistance line of EUR 125 shines very brightly; with an upward breakout, the path to EUR 150 initially would be open. In the medium term, the current momentum and the improving technology provide a price target of EUR 170.
Aspermont Ltd. - The Australian B2B network
Around the globe, capital market services are more and more in demand. The great benefit of stock market-oriented service providers lies in their provision of information and the availability of an efficient network to connect relevant company data and the supply of growth capital.
In Perth, Australia-based Aspermont Ltd. operates a sophisticated B2B media services model and is embarking on a venture with capital market service providers to create a marketplace for companies seeking capital. The art here lies in combining investor interests and refinancing concerns. The core business of Aspermont Ltd. is very old and includes the publication of the two longest-serving regular publications for the mining sector, Mining Journal and Mining Magazine. Both print publications date back to the last millennium in their inception and serve a vast 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. In 2021, the Australians successfully implemented the creation 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 (IPC), a Sydney-based securities dealer established since 1987.
Aspermont's annual figures were recently reported, showing extraordinary growth. The core cell of the revenue is the 7.5 million user-strong database which is operated as a XaaS (Anything-as-a-Service) platform. Revenues there rose 14% to AUD 7.5 million, and the data business linked to it even tripled in revenue to AUD 1.5 million. Below the line, revenues rose to AUD 16.1 million, and the operating result (EBITDA) reached a value of AUD 1.6 million. Due to the high cash flow, the balance sheet shows a cash balance of AUD 7.0 million, and the gross margin increased from 58 to a remarkable 65%.
As a result of the significant increase in stock exchange turnover worldwide, Aspermont's services are likely to remain in high demand in 2022. The combination with Spark Plus and IPC in the capital markets business, in particular, could generate significant cash flow in the coming years. At the end of the year, the shares of the Australians settled in the range of AUD 0.021 and AUD 0.024. The shares are also traded very liquidly in Germany on Tradegate.
TeamViewer - Cast off and hard into the wind
The TeamViewer share is in a real mood at the beginning of the year. Last year, it was an inglorious TecDAX stock that, contrary to the index performance of plus 20%, suffered a loss of more than 70%. As a result, the German software company also occupied the last place in the MDAX of medium-sized companies, which has now been enlarged by the German stock exchange.
According to the perception of many stock market players, TeamViewer, with 630,000 customers, should be a winner of the crisis triggered by the pandemic because many workers, pupils and students had to stay at home and do their work or teaching in the home office. TeamViewer develops and sells software for communication as well as remote control and maintenance of computing systems and servers, and other end devices. However, forecasts had to be lowered several times due to excessive costs caused by expensive marketing contracts, which put pressure on the share price. However, the number of investors willing to sell currently seems to be decreasing.
Most recently, TeamViewer's sales only grew in single digits, but growth could be slightly increased again sequentially every quarter. CEO Oliver Steil recently expressed his conviction that the net retention rate will improve and the average billings volume per customer will increase in 2022. Starting from a year-end price of EUR 11.85, the share price started with a plus of 8%. Investor confidence seems to be returning. Perhaps TeamViewer will also be a candidate for a positive outperformance of the TecDAX in 2022.
At the beginning of the year, the focus is on the winners and losers of the previous year. The general expectation is: Those who have fallen deeply will also recover! Alibaba and TeamViewer are classic turnaround candidates. Aspermont Ltd. is a service provider with a sophisticated business model that fits well into the landscape, especially in the current environment.
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