BUY NOW!? Hensoldt, TUI, and Walmart partner MiMedia

MiMedia: Shares on the verge of a breakout?

MiMedia Holdings shares are currently working on generating a buy signal. The cloud insider tip's stock has held up well amid the stock market turmoil of recent months, rising 13% in the past four weeks. This puts the stock back at the upper end of its sideways trading range. The chances are good that it will break out. If so, significantly higher prices should be possible, as the Company is expected to achieve its operational breakthrough this year.

MiMedia offers smartphone users who cannot afford or do not want to use the Google or Apple cloud an AI-supported alternative. The Company is active in the important US market but focuses on emerging markets in Latin America, Southeast Asia, and Africa. In these regions, the use of cloud services for storing, editing, and sharing photos, for example, is still in its infancy.

The key to successful market penetration lies in cooperation with smartphone manufacturers and mobile service providers. Through these partners, the MiMedia app can already be pre-installed on devices. The cloud specialist has celebrated important successes in acquiring cooperation partners this year.

In the US, 2 million smartphones with the pre-installed MiMedia app are expected to be sold this year. In Central and South America, Walmart Latin America, a global corporation, has been won over. Together with Bait, Walmart is an essential provider of smartphones and telecommunications services in the region. In Mexico, Bait is number three, with over 18 million subscribers. The MiMedia app will be pre-installed on Bait's smartphones and rolled out to existing customers via an over-the-air (OTA) update. Most recently, a global partnership with Coolpad was announced. The Chinese device manufacturer is expanding internationally and focusing on regions such as Latin America, Africa, and Eastern Europe – a good fit for MiMedia. MiMedia expects its platform to be pre-installed on up to 5 million Coolpad mobile devices within two years.

Hensoldt: Will the trade fair provide momentum?

The escalation between Israel and Iran appears to have already ended the consolidation in defense stocks. Yesterday, Rheinmetall, Hensoldt & Co. were trading nicely again. JPMorgan sees further upside potential for Hensoldt despite its 180% performance this year. Analysts recently reevaluated the stock and upgraded its rating from "Neutral" to "Overweight." The price target was raised significantly from EUR 50 to EUR 110.

Operational news could be announced in the coming days. The 2025 Paris Air Show began yesterday. Hensoldt will be showcasing its latest IFF (Identification Friend or Foe) technologies, software-defined defense (SDD) solutions, and capabilities for combating UAS until June 22.

Visitors can learn about the performance of the Spexer, TRML-4D, TwinVis air defense radars, and the PrecISR airborne multi-mission radar, among other things. In addition to the TRML-4D radars, which are already in service as part of the IRIS-T SLM air defense system, offerings for life cycle support for aerospace platforms will also be on display. Hensoldt also intends to demonstrate how the SDD concept can significantly increase the performance of defense systems. It is based, among other things, on sensor data fusion, one of the technology company's core competencies. An overarching situational picture is created by combining multiple sources such as radar, optronics, and electromagnetic reconnaissance.

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TUI: Middle East conflict and overtourism weigh on results

While Hensoldt is benefiting from the conflict in the Middle East, TUI is suffering. Last week, the stock suffered from the escalation and crash of a Boeing aircraft in India. Although TUI shares started the week on a positive note, they have lost more than 10% of their value in recent days and more than 20% so far this year.

Protests by the population in Mallorca, Barcelona, and Amsterdam, for example, are also currently weighing on the travel industry. In the process, the hotel sector and Airbnb are blaming each other. Initially, an Airbnb manager told the Financial Times: "We ultimately get a lot of the blame, especially in city centers, but in reality, overtourism is really being driven by hotels. It is completely unfair. They are making Airbnb the scapegoat." Airbnb is being unfairly made the "scapegoat" by local authorities and protesters. TUI, Europe's largest tourism group, has responded by blaming companies offering short-term apartment rentals for the frustration in numerous cities.

There is no urgent need to buy TUI shares at present. In contrast, there are many arguments in favor of rising prices for MiMedia. The share appears to be increasingly coming onto investors' radar. The new partnerships should bear fruit in the second half of the year. Hensoldt could benefit from the ongoing trade fair.