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February 24th, 2022 | 12:17 CET

Analysts on TeamViewer, Allianz, Altech: Game-changer potential

  • Investments
  • Electromobility
Photo credits: pixabay.com

The Ukraine crisis is currently shaking up the capital markets. But such a time also offers the opportunity to analyze one's portfolio and make changes where necessary. The assessments of analysts can help here. With TeamViewer, Allianz and Altech Advanced Materials, we present opinions on companies of different sizes and sectors. The figures and outlook of insurance giant Allianz have convinced analysts. TeamViewer's stock has recovered from its lows in recent weeks, but analysts are still predominantly cautious. When people think of German battery technology, they usually think of Varta. But there is also an exciting microcap. Game-changer potential is seen in Altech.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: TEAMVIEWER AG INH O.N. | DE000A2YN900 , ALLIANZ SE NA O.N. | DE0008404005 , ALTECH ADV.MAT. NA O.N. | DE000A2LQUJ6

Table of contents:


    Altech: researchanalyst report sees game-changer potential

    Altech Advanced Materials AG could revolutionize the market for lithium-ion batteries with innovative approaches. That is the conclusion of a recent study by researchanalyst.com. The experts took a closer look at the Heidelberg-based Company and see game-changer potential. Altech is working with partners to increase battery performance by more than 15% and extend their service life by up to 30%. To this end, research is being conducted into anode coating with high-purity aluminum oxide (HPA) and silicon enrichment. If the Heidelberg-based Company succeeds in further increasing the proportion of silicon in the anode, performance increases of 50 or 100% are possible. Initial results are promising: laboratory tests have shown stable results with significantly improved properties. Modern batteries generally take years to develop, but Altech could quickly be on the market using a so-called drop-in technology.

    The next stage is to set up a pilot production site and prove commercial and industrial production. If that succeeds, then "customers should be knocking on the Company's doors," analysts said. A 14-hectare industrial site in Saxony has already been acquired to build the pilot plant. The plant is expected to produce a capacity of about 10,000t annually. Initially, 120kg per day of the lithium-ion battery material will be produced for testing and qualification by customers. The knowledge gained will be used to optimize the plant design and process parameters for a full-scale production facility. The analysts conclude that Altech could shake up the battery market with its innovative approaches to optimizing performance. With these prospects, the current market capitalization of just under EUR 6 million does not seem too high. The full report is available at researchanalyst.com researchanalyst.com/de/report/altech-advanced-materials-bessere-batterien-fuer-e-autos free of charge.

    TeamViewer: Unable to convince analysts

    TeamViewer's stock has recovered from its lows in recent weeks. However, the majority of analysts advise against buying the stock. The disappointment over weak figures, the expensive marketing deal with Manchester United and changes in management over the past year are still too great. The Company provides cloud-based software that enables users to collaborate online and provide remote support globally. Services range from remote support of customers or employees to location-independent control, monitoring and managing equipment or complex machines and instruments, to workflows supported by augmented reality. Yesterday, Goldman Sachs confirmed its "Neutral" rating with a price target of EUR 16.50. The management of the software company pointed to the continued solid corporate business and did not rule out possible acquisitions. In February alone, seven analyst firms have spoken out on TeamViewer. Five of them recommend holding TeamViewer shares. Only DZ Bank, with a price target of EUR 20, and Warburg Research, with a price target of EUR 26, recommend buying. Both analysts view the announced share buyback as positive. DZ Bank sees TeamViewer as significantly undervalued compared to other companies in the sector.

    Allianz: Analysts convinced by figures and outlook

    Analysts are much more optimistic about the future prospects of the Allianz share. Since last Friday alone, there have been five buy recommendations. In the same period, two analysts have confirmed their hold recommendations. Previously, the German insurance travel had convinced with positive figures. Allianz increased operating profit by 25% to EUR 13.4 billion in 2021. Although profit fell by 3% to EUR 6.6 billion, this takes into account provisions of EUR 3.7 billion, of which EUR 2.8 billion came from legal disputes in the US. In the current year, the DAX-listed group aims to achieve an operating profit of between EUR 12.4 billion and EUR 14.4 billion. Of the analysts, Berenberg is particularly optimistic, with a price target of EUR 269, while JPMorgan sees "only" EUR 240 and advises holding the share.


    After the share price crash, TeamViewer's recovery has lost momentum, and analysts are cautious. Allianz convinces with figures and outlook. If the pilot plant works, Altech could shake up the huge battery market.


    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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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