February 8th, 2021 | 07:00 CET
Alibaba, GS Holdings, Lufthansa: Asia as an investment target
When it comes to promising growth regions, investors have little choice: Asia has been the growth region par excellence for many years. Although Africa and South America have also been repeatedly proclaimed as promising, Asia now has a unique dynamism. In addition to production, Asia has long been an economic region driven by consumption. Every year, millions of Asians earn a modest amount of wealth - and want to treat themselves. We present three interesting investment ideas.
time to read: 2 minutes
|
Author:
Nico Popp
ISIN:
SG1CF0000001 , US01609W1027 , DE0008232125
Table of contents:
"[...] Having Investors like Robert Friedland and Rob McEwen come in with CVMR and Terra Capital really was terrific. [...]" Terry Lynch, CEO, Power Nickel Inc.
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
Tag cloud
Shares cloud
Alibaba: Jack Ma's humility pays off
When the Chinese go shopping, they like to go to big malls. They want to celebrate shopping and emulate the supposed Western lifestyle. Even in pandemic times, shopping malls are open in China - thanks to the consistent Corona strategy. But even if shopping sprees and showing off the latest consumer items are popular, the eCommerce business is also booming. Alibaba is the best proof of this. In the second quarter of the fiscal year alone, Alibaba's revenue went up by a whopping 30%. Based on a baseline of more than USD 70 billion annually, this growth is an impressive number.
Since Alibaba has numerous subsidiaries in addition to its trading platform and is also a tech Company, the stock is considered interesting. Recently, the Company received a rebuke from Beijing because of its self-confident demeanor, which also led to the IPO of the fintech subsidiary Ant Group being canceled. However, the situation seems to have settled down again. Company founder Jack Ma has humbly re-emerged after his publicity absence giving hope that things can continue as they have been for Alibaba. The stock has been slipping over the past three months but has been gaining again over the past few weeks.
GS Holdings: from Asian Starbucks to health supplements
Whenever Asians are not shopping at home with a smartphone or tablet, they are drawn to malls and shopping centers. After running errands, it is good manners in Asia to grab a bite to eat and wind down the shopping experience. And this is where GS Holdings comes in. The Company is a provider of system catering and has several exciting brands. These include the chicken-rice concept "Sing Swee Kee" and "Raffles Coffee," which is set to become something like the Starbucks of Asia in the long term. In addition, GS Holdings is a service provider for restaurants and operates three food courts in Singapore.
Most recently, the Company entered the health supplements business. The subsidiary "Raffles Brands" will sell health supplements, as well as aloe vera-based foods and beverages. Health supplements are already a large market in Europe and the US - the trend towards self-optimization and increasing awareness of health has caused health supplements to rise for years. This development is yet to come in Asia. As ResearchAnMarkets.com estimates, the market for health supplements in China could rise to USD 40 billion by 2023. That equates to annual growth of around 14%.
Lufthansa: This share will take off again
One Company benefiting from Asia's boom that no one is keeping track of is Deutsche Lufthansa. The Company, which Corona has shaken well, is currently adjusting its workforce to a shrinking diet. It is unclear whether there will be as many flights again after the crisis. One market that remains attractive, however, is Asia. While German pilots are preparing for difficult times, there is still a shortage of skilled workers in Asia. Lufthansa has several Asian destinations on its flight schedule and should also benefit from Asian tourists making their way back to Europe.
After the state investment of EUR 9 billion, the crane airline promised a comprehensive savings program. Around 100 aircraft are to be mothballed or returned to lessors. Although the strategy also appears risky given investments by competitors such as Ryanair, a smaller and more agile Lufthansa could occupy markets that are promising in the future. The stock is down but kicking its way free. When the pandemic is over, this stock will take off again - but exactly how far remains an open question.
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 news.financial. 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.
