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February 1st, 2024 | 07:00 CET

Amazon, First Hydrogen and Delivery Hero: Future-oriented logistics shares in focus

  • Hydrogen
  • GreenTech
  • Logistics
Photo credits: Delivery Hero AG

People worldwide order goods and groceries through digital marketplaces such as Amazon or Delivery Hero. The Corona pandemic, in particular, has caused delivery services and logistics operators to boom. Amazon is presenting its Q4/23 figures today, and analysts expect double-digit sales growth. The industry is changing, with a focus on the mobility of delivery vehicles. Amazon invests in e-cargo bikes in the UK, where the emphasis on greentech is strong. The Company First Hydrogen, with its fuel cell vans (FCEV), has welcomed an exciting new partner in the UK for further test runs with its FCEV, which offers more power and endurance compared to conventional EVs. Additionally, Delivery Hero is undergoing some strategic changes in its portfolio. Learn more about these developments here.

time to read: 5 minutes | Author: Juliane Zielonka
ISIN: AMAZON.COM INC. DL-_01 | US0231351067 , First Hydrogen Corp. | CA32057N1042 , DELIVERY HERO SE NA O.N. | DE000A2E4K43

Table of contents:

    Green Delivery Revolution: Amazon invests GBP 300 million in electric cargo bikes - Q4/2023 results to be announced today

    Analysts expect Amazon to have increased its sales in the last quarter of the 2023 financial year. Around 11.4% more, according to the average estimate of 40 analysts based on data from the London Stock Exchange Group (LSEG). The figure is expected to reach USD 166.214 billion, compared with USD 149.2 billion the previous year.

    The current analyst ratings for Amazon's stock show an average recommendation of "Buy", with 55 "Strong Buy" or "Buy" ratings, 1 "Hold", and no "Sell" or "Strong Sell" recommendations. The average earnings estimate from analysts has remained unchanged over the last three months. Wall Street's mean monthly price target for Amazon is USD 185.00, which is above the last closing price of USD 161.26.

    In Europe, Amazon increasingly relies on renewable energies to operate its fleets. Electric cargo bikes will deliver Amazon orders daily in Croydon in the UK. These e-cargo bikes have previously been introduced in Wembley, Southwark, Shoreditch, Manchester and Glasgow. Electric cargo bikes and walking deliveries are now operating from hubs in more than 20 cities across the UK and Europe.

    As part of a five-year GBP 300 million investment to electrify and decarbonize Amazon's UK transport network, electric cargo bikes are expected to make around 2.5 million deliveries to Amazon customers each year.

    Hydrogen Future: First Hydrogen and Wales & West Utilities initiate groundbreaking test phase for fuel cell vehicles

    Since Brexit, the British have shown a willingness to innovate in renewable energy. This benefits the Canadian company First Hydrogen. First Hydrogen specializes in hydrogen-powered vans - so-called FCEVs - for the logistics industry, serving companies like Amazon or delivery services like Delivery Hero.

    Hydrogen fuel cell vehicles (FCEVs) are more efficient than conventional vehicles with combustion engines and produce no harmful exhaust emissions. They only emit water vapor and warm air. The implementation of FCEVs and the hydrogen infrastructure is currently in the testing phase, particularly on the British Isles.

    The gas distribution network Wales & West Utilities (WWU) will commence trials of First Hydrogen's FCEV later this month. WWU serves more than 7.5 million consumers in the region and supports green energy development initiatives. This trial phase will evaluate the superiority of First Hydrogen's FCEV over battery electric vehicles in terms of range (630 km/400 mi), towing capacity, and quick refueling.

    First Hydrogen's FCEV is deployed at the EMU depot in Swansea and is part of the Company's 1,300 vehicle fleet in Wales and the South West of England. It supports network technicians on customer jobs and maintenance work in the field. **The FCEV is the first of its kind in Wales and is supported by Protium Green Solutions and Hyppo Hydrogen Solutions to develop a hydrogen ecosystem for WWU's operations.

    Allied Market Research forecasts that the global hydrogen vehicle market will grow to USD 57.9 billion by 2032 at a compound annual growth rate (CAGR) of 43%. On February 21, François Morin, VP Corporate & Business Development of First Hydrogen, will present the Company's latest developments live to interested investors and will be available to answer questions at the 10th IIF. Click here to register.

    Investment strategy: Delivery Hero sells Deliveroo shares for GBP 77.1 million

    Delivery services are a convenient choice for those who prefer not to leave the house in the cold winter weather. Delivery Hero is an ordering platform that enables food orders and deliveries around the globe. Delivery Hero is a global online food ordering and delivery platform that connects local consumers, restaurants, grocery stores, and retailers with drivers in various markets to bring food and products to customers. Headquartered in Berlin, Delivery Hero employs 51,000 people worldwide. The business model is divided into digital marketplaces, proprietary delivery services and so-called "Dark Stores". A "Dark Store" is a retail distribution centre that operates exclusively online and focuses on online shoppers who prefer same-day deliveries.

    Since its IPO in 2017, Delivery Hero has acquired other international delivery platforms, including InstaShop in the United Arab Emirates and Spain's Glovo. Delivery Hero's investor base is broad, including key shareholder Prosus with a 25.20% stake, Goldman Sachs with 12.2%, Morgan Stanley, and Vanguard.

    However, having many institutional investors on board also has its downsides. For example, Delivery Hero has gradually built up shares in its British counterpart, Deliveroo, since its IPO in 2021. Now, the Berlin-based company has liquidated its entire 4.5% stake. According to the Financial Times, Delivery Hero announced earlier this week that it had sold its approximately 4.5% stake in Deliveroo, or around 68 million Class A ordinary shares, to institutional investors at a price of GBP 1.13 per share. This price is below Deliveroo's closing price on Monday of GBP 1.219, which would have raised approximately GBP 83 million for Delivery Hero. Barclays, Goldman Sachs and Morgan Stanley were the joint global coordinators. The proceeds raised will be used by Delivery Hero for "general corporate purposes". Following completion of the sale, the Company will no longer own any remaining shares in Deliveroo. It appears that the institutional investors ultimately have the upper hand.

    Later this month, gas distribution network Wales & West Utilities will start trials with First Hydrogen's FCEV. The Canadian company's technology is impressive in terms of range, towing capacity and fast refueling compared to battery electric vehicles. The pioneering tests are a major step towards developing a hydrogen ecosystem in the region. François Morin, VP Corporate & Business Development of First Hydrogen, will present the latest developments live at the 10th International Investment Forum on February 21 and answer questions from interested investors. Click here to go to registration.

    Amazon will announce its Q4 2023 figures today. Click here for the Earnings Call. Especially in the UK, Amazon focuses on the electrification and decarbonization of the transport network through electric cargo bikes. Berlin-based digital marketplace operator Delivery Hero has liquidated its entire 4.5% stake in Deliveroo in the UK. The sale to institutional investors was made at a price of GBP 1.13 per share, below Deliveroo's Monday closing price. The GBP 77.1 million raised will be used for "general corporate purposes". The sale of the shares comes two months before Deliveroo founder Will Shu's dual-class shares expire on the third anniversary of the Company's IPO. These shares grant him additional voting rights, including the power to block a hostile takeover.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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