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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


30. November 2020 | 10:45 CET

Delivery Hero, wallstreet:online, flatexDEGIRO: Despite a doubling of the share price: Which share is about to be revalued?

  • Brokerage
Photo credits: pixabay.com

"The trend is your friend." This stock market wisdom is quoted often. The message is simple: as long as trends continue, investors should let profits run. In the following, we present three stocks that have doubled in value within the last 12 months. The common denominator is the online business, from which the companies profit differently. Some of these companies are facing a revaluation, thanks to the scalability of their business model and expansion course. Buy and leave it - is the question for which share?

time to read: 3 minutes by Carsten Mainitz


Thomas Soltau, CEO, wallstreet:online capital AG
"[...] With FondsDISCOUNT.de, we have been committed to the self-deciding customers for almost 20 years and have been reducing the costs of capital investment in the long term. [...]" Thomas Soltau, CEO, wallstreet:online capital AG

Full interview

 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


DELIVERY HERO SE - Record growth in all business areas

Delivery Hero is the world's leading local delivery platform. The Berlin-based Company now offers its services in 49 countries. In 2011, the Company started as a pure delivery service for Essen but currently operates its logistics in over 700 cities. In 2017, the growth of the Company took the step onto the trading floor. This year, it even managed to get into the DAX. All in all, a brilliant development that is reflected in the share price.

Delivery Hero recently published its figures for the third quarter, slightly raising its sales forecast for the year as a whole to EUR 2.7-2.8 billion. The number of orders and sales in Q3 doubled year-on-year to EUR 362 million and EUR 776 million respectively. "We continue to see record growth in all our business areas, including the revolutionary Quick-Commerce. Delivery Hero will maintain this course by expanding in key markets, strengthening our leading position worldwide and investing in technology and innovation to continuously improve the experience of our customers," commented CFO Emmanuel Thomassin on the progress.

Quick-Commerce-Service (or Q-Commerce) refers to the next generation of e-commerce, with the goal of bringing food and household goods to customers in less than 20 minutes. Delivery Hero is growing not only organically, but also through numerous acquisitions. The pace of expansion of the Berliners is impressive. There is room for further global growth. Stay with it!

WALLSTREET:ONLINE AG - Share revaluation is inevitable

wallstreet:online AG is by far the largest publisher-independent financial portal operator in the German-speaking world and the leading financial community. The group operates the portals wallstreet-online.de, boersenNews.de, FinanzNachrichten.de and ARIVA.de. The core business, providing advertising customers with a high reach in a target group with an affinity for finance and stock markets, is booming as was seen in last September in the half-year figures. The sales targets for the current year have been raised to between EUR 24.5 million and EUR 29.9 million. EBITDA (excluding one-time effects) is expected to be between EUR 4.1 million and EUR 5.0 million. Taking into account the one-time effects, the operating result is expected to be around EUR 7 million.

An essential source of earnings, not included in the figures and forecasts mentioned above, is the business of the 43% investment in wallstreet:online capital AG. wallstreet:online capital, with FondsDISCOUNT.de, is the largest bank-independent online discount investment broker in Germany. The acquisition has been active on the market with Smartbroker (discount broker) since the end of 2019. The strategy of converting media reach into customer and order growth is working. w:o wants to increase the share to 70%, and the ownership control procedure by the BaFin is underway. In balance sheet terms, this would then lead to the full consolidation of wallstreet:online capital. For 2024, a customer base of more than 400,000 investors and a consolidated profit before taxes of EUR 27 million is forecast - impressive, ambitious, but realistic.

Visually, the share price was favourably priced in October with a 1:8 split, and given the dynamic development of the share price, the analysts cannot help but raise their price targets again. Should the medium-term plans only work out roughly as formulated by the Company, the share - despite the excellent share price performance to date - will face a revaluation.

FLATEXDEGIRO AG - by acquisition to the largest retail online broker in Europe

With the takeover of DEGIRO by Flatex this summer, flatexDEGIRO, Europe's largest retail online broker, was created. About 2 weeks ago, the Company announced the figures for the third quarter. The number of customers increased to 1.16 million (+46% compared to pro forma September 2019). The number of transactions more than doubled within the first nine months to almost 54 million. 9M revenues grew by 67% to EUR 164.8 million. In terms of synergies, the Broker is above its self-imposed target of saving EUR 30 million annually at the EBITDA level.

More than 1.2 million customers and 70 million securities transactions are expected for the full year. By 2025 at the latest, more than 3 million customers are to be acquired, and at least 100 million transactions are to be processed annually.

Synergies and growth are a good mix for further price increases.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

06. January 2021 | 09:05 CET | by Carsten Mainitz

Lang & Schwarz, wallstreet:online, Commerzbank - Explosive Growth: License to Print Money

  • Brokerage

Many securities trading banks and brokers completed the best year in their corporate history in 2020. Profits and share prices multiplied. There is no end in sight to the trend. The stock market climate is robust and positive, and we are seeing historically high trading activity. Several providers offer securities trading free of charge or at extremely low conditions, and new investors are also flocking to the market. Therefore, it is worth taking a look at the shares of Lang & Schwarz AG. The Company operates the third-largest trading venue for private investors in Germany. Also, little is known about the growth story of Smartbroker, which belongs to the largest publisher-independent financial portal operator wallstreet:online. With Commerzbank, we take a closer look at a potential turnaround candidate in 2021. The last shares in Comdirect were acquired at the end of 2020, and further far-reaching restructuring measures are pending. Which share price will double first in 2021?

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26. October 2020 | 10:17 CET | by Nico Popp

Bechtle, PayPal, wallstreet:online: Which digitisation winner has potential?

  • Brokerage

Digital is better! Digitalisation has become a fact of life for all industries. Investments in technology are no longer limited to names like Amazon or Alphabet. Even retail brands such as shoe manufacturer, Crocs are benefiting and offering attractive opportunities to investors: During the lockdown, Crocs were almost able to maintain its sales and thus outperform the competition - why? The Company had invested in its eCommerce strategy early on. A true pioneer when it comes to IT is the expert Bechtle. Whenever Companies or public authorities recognise a need for digitalisation, Bechtle is there to help and support them.

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