Close menu




June 23rd, 2021 | 10:40 CEST

Deutsche Bank, Telekom, Aspermont: Here are the digitization winners

  • Digitization
Photo credits: pixabay.com

We now see in our everyday lives that digital solutions promise significant benefits: searching for a car-sharing vehicle or an electric scooter is only really fun with a smartphone. Many of the inconveniences of the Corona pandemic are also bearable, thanks to digital solutions. For example, the transmission of test results or proof of vaccination. Many traditional industries are also facing change thanks to digitalization. While large companies sometimes suffer from the change, small companies can gain market share. We outline three values.

time to read: 3 minutes | Author: Nico Popp
ISIN: DE0005140008 , DE0005557508 , AU000000ASP3

Table of contents:


    Deutsche Bank: Torn between the two

    Deutsche Bank seems to have recovered from its low. After all, investment banking is yielding something, and the restructuring measures are also viewed positively by the market. Between 2016 and 2023, Deutsche Bank plans to send a quarter of its employees home. The reason for this is likely to be digitization: Today, even many older people no longer go to the counter for a bank transfer and do their banking from home. There are also fewer and fewer bank branches. As a result, bank employees are also no longer in as much demand as they used to be.

    But the transformation to a digital bank is also proving difficult for companies like Deutsche Bank: innovative startups are setting new standards, for example, for checking accounts, but also for investments and loans. While these startups primarily want to grow, Deutsche Bank has to be profitable. Consequently, the bank cannot copy every new product directly or does it its own way. As a result, the products are usually more expensive and not quite as hip as the solutions from the startup forges. Thus, while Deutsche Bank is on a good path, it is also caught in the dilemma between innovation for customers and the desire to offer high-margin products. The latter is particularly difficult against the backdrop of the low-interest phase. The share is, therefore, not very promising.

    Deutsche Telekom: Solid value, but...

    Things look better for Deutsche Telekom. As a telecommunications provider, the Company is active in many exciting markets and, thanks to the acquisition of its US competitor, Sprint, generated revenue of more than EUR 100 billion for the first time in its history. Telekom generated three-quarters of this abroad - one more argument to see the share as a solid investment. Telecommunications providers are the utilities of the 21st century. If regional diversification is added, the business becomes very secure.

    In addition, Telekom's systems business accounts for just over 3% of revenue but is of great value to the Company. In this way, Telekom pools know-how and is close to technological innovations. In 2020, some roaming charges fell away because of the pandemic, but the performance shows that the stock is very robust. Since the height of the pandemic, the stock has recovered and also offers a 4% dividend. The stock is a solid investment, but trees do not grow to the sky. If you want to give your portfolio a yield kick, you should look at other stocks as a complement.

    Aspermont: Media company and solution provider

    One such company is Aspermont. The Australian Company publishes Mining Magazine and Mining Journal, trade publications with a history of more than a century. Like many other media companies, Aspermont ran into problems a few years ago and turned its business around significantly. Now Aspermont is digital, offering webinars, digital trade shows and meetings, and climate change-related products, in addition to publications for industrial companies, farmers, or mining companies.

    As recent figures have shown, customers embrace these new products and are also willing to pay money for them. In the first half of the current fiscal year, EBITDA climbed 193% to AUD 0.6 million and the gross margin improved by 63%. Because of the pandemic, these figures were very positively received by the market. The strong user growth, 32% p.a. over five years, indicates that this development will continue and is even expandable. In particular, the many new products on universal topics, such as climate change and ESG, should meet with lively interest. With its existing user base, Aspermont is also predestined to launch other products. The stock has stabilized around EUR 0.02 in Germany. Aspermont is a traditional company with an all-around digital profile that has achieved a turnaround. The expected growth could also benefit shareholders.


    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

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Armin Schulz on February 5th, 2024 | 07:15 CET

    Nvidia, Saturn Oil + Gas, PayPal - Money printing machines for the portfolio

    • Mining
    • Oil
    • chips
    • AI
    • Digitization

    In an economic landscape that is becoming increasingly volatile and unpredictable, the movement of interest rates plays a crucial role for companies and investors alike. In particular, the recent phenomenon of rising interest rates has drastically changed the rules of the game for those seeking capital. The incentive to invest capital in companies without a proven business model or secure cash flows is decreasing noticeably. Instead, companies that generate solid profits are increasingly becoming the focus of investors. Investors are now looking more at profitability than possible future prospects. We have picked out three companies that are making money and are expected to continue to do so in the future.

    Read

    Commented by Stefan Feulner on January 29th, 2024 | 06:45 CET

    The next upward wave is underway - Coinbase, Desert Gold Ventures, Infineon

    • Mining
    • Gold
    • crypto
    • Digitization

    The opinions of so-called experts vary widely regarding the largest cryptocurrency on the planet. After Bitcoin marked a new interim high of over USD 48,000 at the beginning of the year, disillusionment followed with a correction of 20%. While crash prophets are already predicting the end of decentralized digital currency, for others, such as star manager Cathie Wood, Bitcoin is "one of the most important investments of our lifetime". However, not only cryptocurrencies offer unique opportunities; other asset classes affected by the correction also offer significant potential.

    Read

    Commented by Juliane Zielonka on January 25th, 2024 | 07:30 CET

    BASF, Desert Gold, PayPal: Creating growth and value with the circular economy

    • Mining
    • Gold
    • Digitization
    • Payments
    • circulareconomy

    BASF and Iveco are planning a partnership for the battery recycling of electric vehicles. This will fill a gaping hole in the economic cycle of e-mobility. Raw materials such as lithium and gold are only available in limited quantities and are increasing in value. The explorer company Desert Gold Ventures stands out in the robust precious metals business with promising gold projects in Africa. The Desert Gold Venture site holds mineral resources of 8.47 million tons, with a gold content of 1.14 g/t, equivalent to 310,300 ounces. Gold is mainly used in the jewellery industry. Digital payments have now established themselves as a currency. In this industry, the new PayPal CEO, Alex Chriss, is leading the technology platform into the next growth phase with a strongly customer-oriented strategy. The upcoming financial results on February 7 could provide new impetus for investors. Three industries, three perspectives - BASF, Desert Gold and PayPal offer different opportunities for investors seeking innovative growth and value preservation.

    Read