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September 7th, 2022 | 13:41 CEST

Artificial intelligence shopping with these stocks: Infineon, BrainChip, Porsche, VW

  • chips
  • AI
  • Electromobility
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It is hard to imagine tomorrow's high-tech applications without them: small, miniaturized chips that take over the intelligent control of our modern appliances. These nimble marvels must not only perform their programmed tasks but also save power and space. Engineering centers worldwide are trying to develop chips that learn from exogenous influences, i.e. that detect their environment through speech recognition or corresponding sensor technology, evaluate states and develop reaction categories. For example, if an object the size of a ball rolls from the right edge of the road across the center of the lane, such systems are supposed to trigger braking with the help of optics and sensor technology. Bravo if it works - where are the opportunities in the current stock downturn?

time to read: 4 minutes | Author: André Will-Laudien

Table of contents:

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    Infineon - Artificial Intelligence is here to stay

    Dr Oliver Pink knows what he is talking about. He is Senior Expert for Vehicle Architecture & Automated Driving at Bosch: "Artificial intelligence is the key to automated driving. Equipping cars with it is a bit like teaching students." Whether high-tech, cars, home appliances, smartphones, or renewables - the list of products seems endless. What they all have in common is the need for intelligent chips. Vehicles with an AI-driven computer will collect anonymized, new data about surrounding traffic, road conditions or traffic congestion, including timeline, into a huge database every time they drive. These data will be used to create situation models, which can be "retrieved" at the next decision point via neural networks. The decision is made in nanoseconds and is based on patterns and probabilities.

    Infineon has been researching these topics for almost 20 years. Artificial intelligence already knows a wide range of applications today - from cashless payment and security procedures of various kinds to industrial manufacturing. A very well-known example of the use of AI is facial recognition. What seems trivial for humans initially involves considerable effort for a machine. The reason: facial recognition does not compare the current image of the camera with the points of a photograph but develops a computational model from many images. Only this model recognizes the user - even under difficult conditions, such as different lighting conditions or when wearing glasses. At EUR 24.5, the German DAX technology stock Infineon is currently valued at a P/E ratio of only 12.5. The highest prices were EUR 20 higher, and operationally everything is fine. Pick up in the long term!

    BrainChip Holdings - Standing up to the human brain

    The Australian company BrainChip Holdings is not a classic chip manufacturer but an IP company with solutions for the high-tech industry. The Company's positioning and networking is outstanding and even includes cooperation with Mercedes-Benz on the EQXX model. The ultra-modern EQXX vehicle is poised to become one of the most promising and enduring e-mobiles in the luxury class. Of course, such a vehicle contains a whole array of cutting-edge technology and sensors.

    This summer, BrainChip partnered with Prophesee to optimize the AI performance and efficiency of visual computing solutions. Prophesee's technology is inspired by human vision. It uses a patented sensor design and AI algorithms that mimic the human eye and brain to detect what was previously invisible with standard image-based technology. Perfect applications include autonomous driving, industrial automation, IoT, and augmented and virtual reality. BrainChip technology, "Akida", is the first neuromorphic processor on the market. It similarly mimics the human brain to analyze only the essential sensor inputs at the time of acquisition and process the data with unparalleled efficiency, precision and energy savings. The technology is moving into broader commercialization in 2022/23, which should soon be reflected positively in the numbers.

    After January's high of EUR 1.67, the sell-off on the NASDAQ sent the stock down by almost 63% to currently EUR 0.63. Operationally, revenues in the first half of the year grew by 529% to USD 4.83 million, almost exclusively from license revenues. General administrative, sales and development costs remain high, rising by 37% to USD 12.9 million. After all, the cash register is still filled with USD 28.4 million at the half-year point. With a positive spin on the NASDAQ, the BrainChip share should be back in full force.

    Porsche - Vote at VW in favor of an IPO

    The decision has been made at VW and Porsche: It is a historic moment, Oliver Blume is quoted as saying in the sports car maker's press release sent out shortly before midnight. The Porsche boss, who has also been Volkswagen boss for just under a week, is siding with the Stuttgart-based sports car maker on the IPO issue, which he has led for seven years. Now he is through! "We are seeing very strong interest from investors and are pursuing the plans at full speed," said Arno Antlitz, who was promoted to Chief Operating Officer when Blume took office. The Volkswagen share price has been jubilant for a good three weeks. It gained another good 3.5% to just under EUR 149. For comparison: At the DAX low at the beginning of July, VW was only at EUR 120.

    Volkswagen has also already attracted a major investor in the form of the Qatar Investment Authority. The sovereign wealth fund, which already has a significant stake in the VW Group, is to acquire 4.99% of the shares. That means that about 20% of the preferred shares are still open because Volkswagen wants to float a quarter of the non-voting preferred shares on the stock market. They account for half of the share capital in Porsche, and the other half consists of ordinary shares, which entitle the holder to vote at the Annual General Meeting. VW intends to hold just under 75% of them in the future. 25% and one share are to be sold to Porsche Automobil SE. The holding company of the Porsche and Piëch families, which is also a major shareholder of Volkswagen, would thus have a blocking minority in the future and direct influence on the family brand again. Porsche is expected to be worth between EUR 60 billion and EUR 85 billion at the initial listing, one of the largest IPOs in 20 years for Europe and about 80% of VW's current capitalization.

    While VW shares are shining because of the group's pending value upgrade, Porsche Automobil Holding SE is struggling to get off the ground at EUR 69. However, both shares can log in dividend yields of 6% and 5%, respectively. From a chart perspective, the parent company VW is doing better, with the billions from the IPO ending up in its coffers.

    The stock markets continue to ride a roller coaster. Technology stocks now have different discount factors due to the substantial rise in interest rates. That reduces the current cash value. Those jumping on the bandwagon now should have a long-term focus. BrainChip Holding is a classic stock for medium-term multiples once its technology gains traction.

    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

    André Will-Laudien

    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.

    About the author

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