Menu

Recent Interviews

Heye Daun, President and CEO, Osino Resources Corp.

Heye Daun
President and CEO | Osino Resources Corp.
Suite 810 – 789 West Pender Street, V6C 1H2 Vancouver (CAN)

jbecker@osinoresources.com

Interview Osino Resources: "The market has not yet realized how fast we are advancing Twin Hills."


Bradley Rourke, President, CEO and Director, Scottie Resources Corp.

Bradley Rourke
President, CEO and Director | Scottie Resources Corp.
905 - 1111 West Hastings Street, V6E 2J3 Vancouver (CAN)

info@scottieresources.com

+1 250-877-9902

Interview Scottie Resources: Exciting Story in the Golden Triangle


Jerre Foo, Corporate Development Executive, Silkroad Nickel

Jerre Foo
Corporate Development Executive | Silkroad Nickel
50 Armenian Street #03-04, 179938 Singapore (SGP)

enquiries@silkroadnickel.com

+65 6327 8971

Silkroad Nickel: 'The course is set for dynamic profit growth.'


05. May 2021 | 11:00 CET

Aurelius, The Place Holdings, DWS - Yield Foxes

  • Investments
Photo credits: theplaceholdings.com

Caught! As a reader of these lines, you must belong to the group of people who actively take care of their own investments. That makes us happy. Why not add shares to your portfolio that, as asset managers or investment companies, increase the money of others and, as a consequence, that of shareholders as well? We have brought you three exciting investment ideas that we believe are far from exhausted.

time to read: 3 minutes by Carsten Mainitz


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


AURELIUS EQUITY OPPORTUNITIES - Waiting for news

After the Company had a lot of positive news for the shareholders in March and April with several acquisitions, it has become a bit quiet around the asset manager at the moment. The share is consolidating at a high level. At currently EUR 26.80, the Company is valued at EUR 820 million.

However, there could soon be new impetus again. On May 12, the Group plans to publish an interim statement for the first quarter. On May 18, the Company will invite its shareholders to the Annual General Meeting. A dividend of EUR 1.00 is to be distributed. For the future, the Company intends to realize a higher distribution for shareholders, depending on the economic development. This sustainable distribution policy, which can be planned for shareholders, holds out the prospect of a dividend of EUR 1.25 per share for 2021 and EUR 1.50 per share for 2022.

For the current year, CEO Matthias Täubl had already held out the prospect of significantly more transactions than in 2020 several weeks ago and also reported completion shortly thereafter. When acquiring companies or group units, Aurelius focuses on the IT & Business Services, Industrials & Chemicals and Lifestyle & Consumer Goods sectors. In general, however, no sectors are excluded per se. The Munich-based Company's track record is impressive, and transactions are boosting the share price. But even now, the share is not too expensive. The NAV of EUR 32 communicated by the Company is likely to turn out to be too low.

THE PLACE HOLDINGS - Unconventional and innovative China play

Singapore-based, The Place Holdings combines real estate, tourism and media businesses innovatively. The Asian island state, which was released into freedom in 1965, was one of the few countries to leap from an emerging market to an industrialized nation within just a few decades. Today, Singapore is an important financial center and trading hub. With just under 6 million inhabitants, the city-state has a strong economy. Education, quality of life, health care, security and political stability also give the tax haven a high quality of life. With a homeownership rate of 91%, the island state has the second-highest rate in the world.

The Company brings together the three areas mentioned above, which at first glance may not seem to go together at all: Real Estate Development and Management, Cultural Tourism and Integrated Media. The concept becomes rounded by acquiring low occupancy facilities and revitalizing them with innovative ideas consisting of advertising, shopping and entertainment, among others, and making them attractive to users again. The Place is involved in two real estate projects worth around SGD 400 million and is developing them together with partners. Cooperation with local partners, in particular, is part of the Company's recipe for success.

In tourism, the 270,000 square meter property in Mount Yuntai Tourist Township, virtually the sister park of the Grand Canyon National Park, on the Chinese mainland is of great importance. Around 40 million people live in the region. The scenic spot is increasingly being developed for tourism - an excellent value lever for the stock. But the shares are more than just a bet on growing domestic tourism in China. The media and advertising expertise that "modernizes" traditional business models is the Company's real differentiator.

DWS GROUP - Much too cheap in absolute and relative terms

With EUR 820 billion in assets under management, DWS is one of the world's leading asset managers and employs around 3,500 people. The asset manager offers a fully integrated global investment platform covering traditional asset classes and alternative investments. Client groups include large institutions, governments, corporations, foundations as well as private investors. As an active manager, asset classes have the traditional equity, fixed income and money market categories, and multi-asset solutions. In addition, the Company also offers alternative investments (real estate, infrastructure, private equity, liquid real assets), sustainable investments and, increasingly, passive investments.

At the end of April, the Group presented its Q1 figures and again showed strong results generated due to its diversified business model. Despite high outflows from cash products (low margins), a net inflow of EUR 1 billion was achieved. Adjusted pre-tax profit increased by 17% to EUR 249 million. At a share price of just under EUR 36, the Group is worth around EUR 7.2 billion on the stock market. Given the good operating figures, this is far too little. Moreover, the Company is valued on the stock exchange at only around 0.9% of assets under management. In our opinion, the two starting points result in a price potential for the share certificates of at least 50%.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

14. May 2021 | 05:40 CET | by André Will-Laudien

E.ON, Commerzbank, Scottie Resources - Surprisingly good figures!

  • Investments

That was a Father's Day stock market! German holidays are always a popular time for corrections because only half of the otherwise usual market participants are actually involved. The crypto values had to give up a lot after Elon Musk announced on Twitter that he would no longer allow Bitcoins as a means of payment at Tesla in the future, as their extraction is highly negative for the climate. At the same time, he called for the development of a "green coin" that can be obtained with sustainable technologies. Bitcoin lost 12%. In the group of altcoins, there were discounts up to 50%. We take a look at some stocks with special movements.

Read

13. May 2021 | 10:35 CET | by Carsten Mainitz

Steinhoff, Sierra Growth, Vantage Towers - Don't sell in May

  • Investments

Upwards. The shares of the companies mentioned should move in this direction, even in the short term. The wide-ranging menu of opportunities has something for every taste: the still little-noticed "infrastructure stock" Vantage Towers is one of Europe's leading radio mast operators, which analysts still believe has a lot to offer. The permanent restructuring case and penny-stock Steinhoff seems to have finally burst the knot. Speaking of bursting, with new project progress, the exploration Company Sierra Growth could take off virtually overnight.

Read

13. May 2021 | 10:30 CET | by André Will-Laudien

Alibaba, Tencent, Baidu, The Place Holdings: These are the Chinese Doublers!

  • Investments

After weeks of correction in Asian Internet stocks, there are now signs of a revival. On the one hand, the relative valuation to the well-known NASDAQ darlings has decreased significantly. On the other hand, the Chinese benchmark index has already undergone a 20% correction in 2021. Meanwhile, the government has raised its growth forecast to +8.4% in 2021. If we think in terms of post-pandemic categories, when China's major consumer countries pick up steam, Chinese equities should be able to bounce back very quickly.

Read