December 14th, 2020 | 12:22 CET
Delivery Hero, DoorDash, wallstreet:online, Alibaba: Where profits now beckon
While Germany is back in lockdown mode, speculative investors are traditionally scuffling their feet between the current and new year. Thin turnover provides fertile ground for one or two holiday gambles - this is likely to remain the case even during the crisis. Even if it currently looks like the overall market is running out of steam a bit as the year draws to a close, there are still stocks with great potential. One classic lockdown stock is Delivery Hero. In the past year alone, the value has increased by almost 120%. But what are the chances today?
time to read: 2 minutes
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Author:
André Will-Laudien
ISIN:
DE000A2GS609 , DE000A2E4K43 , US01609W1027 , US25809K1051
Table of contents:
"[...] The mere fact that we have to write off around EUR 5 million shows that mistakes were made. We have to admit this quite openly to ourselves. [...]" André Kolbinger, CEO, Smartbroker Holding AG
Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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Delivery Hero at the crossroads
At the beginning of November, the delivery service reached a new high of just over EUR 112. Most recently, the stock stalked this price level. The laws of chart technique are clear in such a constellation: If this resistance is overcome, new potential is created. However, investors must initially expect selling pressure in the area of the price mark. If a generally poor mood meets this selling pressure on the market, the share price could also fall again. This scenario could be the case, especially against the backdrop of Delivery Hero's already ambitious valuation.
But trees sometimes grow into the sky: Only recently, the US competitor DoorDash made a rapid stock market debut and is still valued significantly higher than Delivery Hero from the DAX. If the digital hype of the first half of 2020 returns, Delivery Hero could go even higher - resistance or not.
wallstreet:online: The trend value from the second row
A crisis winner is also the share of wallstreet:online. The operator of financial websites launched its trading offering last December with the help of its sister Company wallstreet:online Capital AG. Favourable conditions, good service and not least, the excellent connection to the target group ensured that the new broker was well received on the market. By the end of 2020, it is expected to have 140,000 customers. By 2024, the Company expects over 400,000 customers. Since the Company has so far successfully pursued this growth course in the Corona year 2020, new lockdowns are likely to be water on the Company's mills.
If you look at the chart of wallstreet:online, you can see a clear upward trend - the value has climbed from EUR 3 to up to EUR 15 since March 2020. The share is currently trading slightly below this level. Although cautious investors, in particular, are likely to prick up their ears given the positive development, they should bear in mind that the Company is already generating significant revenues with its still young brokerage business. Since the financial media sector and the in-house Smartbroker are a perfect match, and the growth prospects are promising, the second-tier stock is still worth a look.
Alibaba: The top Company with powerful enemies
Alibaba is anything but a second-tier stock. To call the Company the Chinese Amazon would be digging too deep: Alibaba has long been a Chinese blend of Amazon, eBay, Netflix and more. In the wake of the pandemic, the group significantly increased its sales and today benefits from China's flawless Corona balance sheet. While the lockdown awaits here, the economy in the Middle Kingdom is booming.
But Alibaba's power is not unlimited. The central government in Beijing impressively demonstrated this a few weeks ago and called off the mega IPO of the Chinese fintech, Ant Group, at the last second. Alibaba had pushed the IPO and still holds a third of Ant Group. According to the valuation at the time, the IPO could have flushed more than USD 100 billion into Alibaba's coffers. The last-second cancellation shows that Alibaba is anything but a no-brainer. The ambivalent relationship between the Chinese central government and China's tech giants could once again become a risk factor on the stock market. Alibaba's share price has been hit since then. Those with a long-term view can get a foot in the door in the event of weakness, but the stock is by no means a sure-fire winner. A repeat of the spring rally seems unlikely for Alibaba.
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