28. April 2021 | 07:25 CET
Aspermont, Bitcoin Group, SAP, TUI - These stocks are taking off!
Information is everything today! Those who have it at the right time have a significant head start. This is the case, for example, when company news is announced: Reading the newspaper the next day presents investors with a fait accompli today, the share has already reacted accordingly to the news the day before. In Xetra real-time trading, the adjustment to a new factual situation happens in a matter of seconds; sometimes, the swings even lead to intraday auctions to give investors some more time to enter limits. Machines dominate today's stock market trading; they trade according to rules and algorithms. We look at values in the environment of fast information.
time to read: 4 minutes by 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.
Aspermont Ltd. - Combination of information and financing platform
Australian media stock Aspermont Ltd. is a capacity in information with capital market relevance. The business model consists of subscription revenue generation, trading revenue and platform services. With a constantly growing user base, the relevance of the information services offered increases. More readers are reached, and the bottom line is that the industry books Aspermont as an information provider and distribution medium.
Aspermont generates steadily increasing advertising revenues, and its international target clientele is predominantly from the commodities sector. In recent years, Aspermont has transformed its business from the print world to the digitalized world; print editions still exist, but purely for nostalgia's sake. The contracts are concluded in the B2B sector, and customers book their cloud services in the form of a so-called XaaS supply. In this case, each service package is prepared in the cloud for retrieval by the user, and processing takes place on Aspermont's protected servers.
Aspermont currently has over 250,000 active users per month in terms of traffic, which adds up to a total of 7.5 million digital contacts. A 22% increase in revenue was reported at the beginning of April, with revenues increasing to around AUD 4 million in Q1. The annualized contract volume of subscribers is currently over AUD 9 million, with average revenue per user (ARPU) growing at a respectable 14% per year (CAGR) for the past few years.
With a market capitalization of AUD 75 million, Aspermont has smoothly doubled in the last 2 months. The stock is actively traded on Tradegate. There have been days with over 10 million shares traded. The medium-term opportunities for the service provider are excellent.
Bitcoin Group SE - In the focus of investors
Since Coinbase's IPO, Bitcoin Group has been hotly anticipated. With a capitalization of only EUR 295 million, it is only a small player in the corporate investment market, but the crypto investments have the fantasy. The Group owns wholly-owned subsidiary futurum Bank, which saw extremely high demand for cryptocurrencies in the first 3 months of fiscal 2021.
Customer growth is quite decent, averaging 7333 per month, as commission revenues from crypto trading reached EUR 8.5 million, which is more than half of the revenues from 2020, where the break-even was just reached. In addition to futurum, the Company holds a 50% stake in Sineus investment advisory, and its other investment focus is on crypto and blockchain technologies.
Still interesting about Bitcoin Group remains the trading portfolio of cryptocurrencies, which has now reached EUR 210 million. As a result, 70% of the market capitalization has already been deposited in liquid form. Of course, the share lives from the attractiveness of the crypto world; if the prices here start to tumble, it will also be damp in the cellar of the Bitcoin Group in the short term.
SAP - Solid figures, but little euphoria in outlook
On Friday, Walldorf, Germany-based SAP SE confirmed the previously communicated good Q1 figures with the publication of the final results as part of a company release and provided further details on business development in the months from January to March.
Although sales revenue fell by 3% year-on-year to EUR 6.35 billion, the Group increased its net profit by 32%. Analysts consider it positive that SAP could continue to significantly increase cloud revenues, which now lays the foundation for compensating for the lower revenues from software licenses.
Management has announced that important contracts have been signed with numerous key customers, including IKEA, Bosch Siemens Hausgeräte and Douglas. More than 16,400 clients are using the new 400 S/4 HANA package. Although the Corona-related temporary investment restraint continued, SAP's positioning is good. For the full year, SAP is forecasting growth of 14% to 18% in cloud revenues to approximately EUR 9.4 billion. This predicted growth puts SAP within the expected range, and the price targets have been raised somewhat by some analyst firms. We see good chances for a price revival if the EUR 120 mark is breached. The GAP from November would be closed at around EUR 126.
TUI AG - Summer is approaching and the tension is rising
Things are now getting exciting around TUI AG for the summer. The largest European travel provider hopes to open the Covid-19 barriers in many vacation regions, with customers already on waiting lists for the offers when it starts again. The share is also experiencing renewed popularity on the stock market; apparently, the investment community assumes a good summer of travel.
An important step for TUI became known yesterday. The vacation search portal Trivago is cooperating with TUI and will in the future also offer its users excursions, activities and event or admission tickets from the travel group. Both companies hope the partnership will benefit from the boom in travel expected after the pandemic. From the tour operators' perspective, experiences and activities are no longer an add-on to travel but a key element of the overall vacation experience. In addition to business with TUI's tour operators, the travel provider is now growing through strategic partnerships with the online platform Trivago.
TUI shares hit the EUR 5 mark yesterday, and the 52-week high is not far away at EUR 5.44. With the current momentum, it should be possible to break through the resistance to the upside.