Close menu




November 1st, 2021 | 11:15 CET

BioNTech, Memiontec, TeamViewer - Which high flyers still have potential?

  • Investments
Photo credits: memiontec.com

High flyers are companies that establish themselves very quickly in a market or shares that increase in value very quickly. As an investor, one dreams of such investments. A stock that gains more than 100% in value within months is often found in extreme situations and when hypes arise. At some point, the situation normalizes, or the hype ends because not enough investors jump on the bandwagon. A drastic consolidation often follows that. Today, we analyze three companies whose shares have gained at least 200% since the Corona pandemic and look at their future potential.

time to read: 4 minutes | Author: Armin Schulz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , Memiontec Holdings Limited | SGXE56008290 , TEAMVIEWER AG INH O.N. | DE000A2YN900

Table of contents:


    BioNTech - Emergency approval in the USA for 5-11 year olds

    The Corona vaccine began the meteoric rise of Mainz-based BioNTech. As the first approved vaccine manufacturer, the Company could hardly escape orders. In addition, sales of the vaccine brought in so much money that the Company could expand its research in other areas, such as cancer research. The new mRNA method offers many more possibilities and further fired investors' imaginations. In addition, failures by competitors such as CureVac ultimately strengthened the Company's market position.

    At the beginning of August, the Company had a market capitalization of more than USD 100 billion, with a share price of EUR 395. The share then went into a consolidation, which pushed the price down to EUR 198.60. The reasons for this are complex. On the one hand, the competition has caught up, whether it is the "miracle pill" from Merck or the inactivated vaccine from Valneva, which has come increasingly into focus again since the Kimmich interview. Furthermore, death rates have declined significantly since the vaccines. In addition, the Pfizer chief said that one could return to normality in a year.

    All of these points, of course, could mean falling sales figures in the future. However, the emergency approval of the vaccine for children ages 5-11 in the US by the FDA last Friday will open up new patient groups. Booster vaccinations could also be expanded in the winter if the situation develops accordingly. In addition, the Company has a whole range of exciting research that, if successful, could bring the next blockbuster. The share is currently trading at EUR 240.40. Despite the counter-reaction, the downward trend is still intact.

    Memiontec - Future market water

    Memiontec has been listed on the Singapore Exchange (SGX) since March 2020 and has made a big jump since August this year. At the beginning of August, the stock was still trading at 0.24 Singapore dollars (SGD) to pick up to SGD 0.90 by October 12. Founded by Tay Kiat Seng, who is still the CEO, the Company has offered cost-effective water treatment solutions because of its membrane technology. In this regard, the Company was responsible for the design, procurement and construction of the projects.

    To become a co-owner of water treatment plants, Tay changed its business strategy to avoid the fluctuations of the project business. In 2016, the breakthrough came through a cooperation with a state-owned company in Indonesia. These BOOT and TOOT projects will generate recurring revenue on an ongoing basis for up to 25 years. The Company owns three of these major projects, with two already in production and the third expected to start in the first quarter of 2022.

    The Company is primarily active in Singapore, Indonesia and China. In Singapore, water demand is expected to double in the coming decades, and in Indonesia, 70% of the population lacks access to clean water. So the potential is huge. Wastewater management will become increasingly important in the coming years. The Company already boasts customers such as Nike, Pepsico and Micron. The stock has consolidated to SGD 0.70. The uptrend is intact, and it even pays a dividend.

    TeamViewer - New all-time lows

    TeamViewer was a winner of the Corona Crisis. The remote control software and videoconferencing Company served everything that the home office had made urgent. The stock took off from EUR 22.30 to EUR 54.86. The high was reached on July 9, 2020. No sooner had the all-time high been reached than the Company took over Ubimax to grow in the areas of the Internet of Things and augmented reality. The purchase price of EUR 136.5 million was largely paid in cash. Since then, the stock has successively slid further and further down to EUR 12.78 on October 25 of this year.

    The Company wants to turn the big wheel and increase its visibility. So on March 19, 2021, it signed a 5-year contract as a shirt sponsor with Manchester United, which experts believe will cost around EUR 50 million per season. Whether this will pay off on the bottom line remains to be seen. Jersey sales have increased significantly since the signing of Cristiano Ronaldo. The quarterly figures for the third quarter were disappointing, as were the previous ones. There was a profit warning as margins fell significantly. As a result, the contract of the Chief Financial Officer was not renewed.

    Whether CEO Steil can hold on much longer depends partly on private equity investor Permira, which took the Company public. TeamViewer has everything it needs for future jobs and is working with Google on solutions in augmented reality. Management needs to draw the right conclusions from its failures and focus on its core business. The stock is currently trading at EUR 12.90, just above its all-time low. It now looks like a bottoming out. However, one should currently wait and see.


    All three companies still have long-term potential. BioNTech has an extensive development pipeline, and the Corona vaccine has laid the groundwork for future mRNA drugs. Memiontec is growing slowly and steadily. Water will become a scarce commodity in the coming years, making the Company's expertise all the more important. TeamViewer has homegrown problems. They have spent a lot of money and need to go back to the basics that made the Company successful.


    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



    Related comments:

    Commented by André Will-Laudien on November 20th, 2023 | 07:10 CET

    Furious debt mania, a thorough portfolio check is necessary! Allianz, Blackrock Silver, Deutsche Bank and Commerzbank in focus!

    • Mining
    • Silver
    • Gold
    • Investments
    • Banking
    • Debt

    From one high to the next - it is not just equities that are booming in Europe, the US and China; it is mainly debt. First Corona, then Ukraine, now Israel - there is no end to the flood of borrowing. Armaments are now being financed on credit, while the accompanying recession is draining the coffers. Real estate is becoming a hot topic: New builds are hardly affordable for families, and old buildings are swallowing up thousands of euros in green-tinted renovation costs. The Federal Constitutional Court has now put a retroactive stop to the creative spending culture in Berlin, and a new budget plan is necessary. Keeping a clear head as an investor in this environment is challenging. We look at the opportunities in the financial sector, but perhaps precious metals will also be the anchor that saves the day.

    Read

    Commented by Stefan Feulner on November 14th, 2023 | 07:00 CET

    Business against climate change is booming - Allianz SE, Klimat X, Nio

    • insurance
    • Investments
    • Sustainability
    • renewableenergies

    Climate change is increasingly threatening our lives, with few areas worldwide considered safe. Sea levels are rising, and polar ice is melting. Many regions are experiencing severe storms and increased rainfall, while others face growing risks of heatwaves and droughts. Since the Paris Climate Agreement at the latest, countries have been stepping up their efforts to limit global warming to 1.5 degrees Celsius. This has created a market that experts predict will increase eightfold by the end of the decade.

    Read

    Commented by Armin Schulz on November 8th, 2023 | 07:30 CET

    Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back

    • Mining
    • Gold
    • Investments
    • Vanadium

    Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.

    Read