20. April 2020 | 09:43 CET
Bayer, EXMceuticals, Symrise - investing in the healthcare growth market
The Corona Pandemic brings with it many changes. The influences in the supply chain are affecting the economy to the point of stagnation. The lack of contact for people creates challenges in coping with everyday life. The term 'home office' is used in an inflationary way - and often misused, because the difference between 'home office' and 'working from home' is the noise and stress level around it. On top of this, there are also supply bottlenecks for hygiene products, basic foodstuffs and protective equipment. According to a recent statement by the Federal Minister of Economics, Peter Altmaier (CDU), Germany will need 12 billion masks per year to protect the population. But the well-being of the people also depends on other factors.
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ISIN: CA30207T1049 , DE000BAY0017 , DE000SYM9999
Early stage opportunity
The young Canadian company EXMceuticals focuses on the extraction of pure ingredients from the cannabis plant. The company operates as a supplier for the manufacture of products requiring high quality ingredients. EXMceuticals is operationally located in Lisbon, Portugal and is currently planning to set up a production plant there.
The management around CEO Jonathan Summers sees the European market as the primary sales market. The product world with cannabis as an ingredient is being developed worldwide. The natural active ingredient has already established itself in many areas and the market with pure ingredients is quite lucrative. The EXMceuticals shares enable investors to participate at an early stage with price potential.
Success story with ingredients
One of the most renowned companies in the global flavors and ingredients business is Symrise from Germany. In some regions of the world, the population comes into contact with Symrise products 20 to 30 times a day. The flavors and active ingredients are used in more than 30,000 products from over 6,000 customers in more than 100 countries, and their ingredients and flavors ensure natural nutrition.
Products from Symrise's portfolio can also be found in the cosmetics sector. After a brief period of weakness, the Symrise share price is now back above the level of January 2020.
Group with diversification
The shares of the German Bayer Group can also benefit from the period following the Corona Pandemic, as the demand for medical products will continue to grow in the future. It is possible that there will be Bayer's application products that in the future may limit the spread of viral diseases or alleviate their consequences.
In addition, the acquisition of Monsanto has given the Bayer Group strong roots in the agricultural sector, and the issue of sustainable and healthy nutrition will become an issue that Bayer can address with modern, environmentally friendly products as the population grows around the world. At the moment, the uncertainty surrounding the financial extent of the legal actions for damages in connection with the Monsanto acquisition is creating uncertainties in planning - but the chapter is also finite.