09. April 2021 | 09:20 CET
BYD, Kleos Space, SAP - The oil of the future!
Data is an extremely important raw material in today's world. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will almost certainly become one of the hype topics on the markets in the next few years. The development is still in its infancy. However, the enormous growth rates and the need for intelligent data for almost every industry can already be seen in the few listed companies, such as the US data analysis specialist Palantir Technologies. In addition to Palantir, which currently has a market capitalization of almost USD 50 billion, there are smaller players with huge potential.
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ISIN: CNE100000296 , AU0000015588 , DE0007164600
It took Palantir, founded in 2003, just under 17 years to reach this stock market value. It was not until last year that the Company went public and opened its doors to the general public. Already listed on the Sydney and Frankfurt stock exchanges is Kleos Space, a satellite operator founded in 2017. The stock market value is currently just under EUR 57 million, but the potential is enormous. Kleos Space specializes in launching nanosatellites into space to scan the Earth for radio frequency signals for geolocation, revealing areas that cannot be seen from Earth's perspective. The highly sensitive data generated by the Australians will be offered to customers on a subscription model.
Currently, the Company is concentrating on the maritime sector with its four satellites in space. Shipping companies can use the analyzed data to protect themselves against piracy on the open sea. Other potential clients include authorities and states that can identify unlawful activities such as drugs, weapons and human smuggling on the world's oceans.
Large customer potential
The second cluster, consisting of four nanosatellites, is to be launched into space this summer to expand the research area and improve data quality. With this, Kleos Space aims to provide improved coverage of the Earth closer to the equator. By the end of the year, the third cluster is planned to explore more regions of the Earth. Of course, this always serves to become more attractive to more customers by providing greater coverage of regions and better data quality.
There are already more than 150 customers in the database who want to use the Australians' service. Kleos Space is in a highly lucrative market segment. If the Company manages to process and monetize the data intelligently, it can develop into a potential multiplier in the long term, but always with the certainty that there may be even greater obstacles in its development.
Technology group BYD easily defended its place in the sun as China's largest electric carmaker in March. The Company, which is co-funded by Warren Buffett, sold a total of 40,817 vehicles last month, a massive leap from 30,599 units in the same period the previous year. In the New Energy Vehicle segment, which consists mainly of hybrid and purely electric vehicles, a total of 24,218 cars were sold to customers, more than double the previous month's figure of 10,355 units. Thus, the "Build Your Dream" Company clearly outclassed the Chinese competition and sold more electric vehicles than the competition around NIO, Xpeng and Li Auto combined.
There was also positive news to report for BYD from its US subsidiary. BYD, which already operates successfully in the electric bus and truck segments in the United States, is expanding its network and has now also concluded several sales cooperations for electric forklifts. Dealer agreements have been signed with three regional wholesalers. BYD's industrial trucks simplify operations by offering a single-battery, multi-shift solution.
Closing the gap
At the end of October, software specialist SAP came under pressure after announcing disappointing figures for the third quarter. The share price fell significantly, at times below the EUR 90 mark. The current recovery took the share price to EUR 111 yesterday, close to the 200-day line and just before resistance at EUR 112. If a significant breakout succeeds here, the described downward gap at just below EUR 125 is the next target. The analysts at Baader Bank are positive about the achievement of the price target. Thus, the experts leave the verdict at "buy" and assign a price target of EUR 134. In the middle of the week, a prestigious order from search engine giant, Google, was also announced. Here, the Walldorf-based Company was able to outdo its competitor Oracle.