Close menu




October 11th, 2021 | 10:26 CEST

Deutsche Post, Memiontec, Bayer - Here is where the action is

  • Investments
Photo credits: pixabay.com

After heavy losses in recent weeks - the DAX losing more than 1,200 points at its peak and briefly slipping below the 15,000-point mark - the mood is brightening again. The German benchmark index, now made up of 40 members, is back on track for a year-end rally despite concerns about stagflation. The 16,000 peak beckons once again. Individual stocks are likely to outperform in the final weeks of the stock market year based on the recently reported fundamental data.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: DEUTSCHE POST AG NA O.N. | DE0005552004 , Memiontec Holdings Limited | SGXE56008290 , BAYER AG NA O.N. | DE000BAY0017

Table of contents:


    Good conditions

    The signs are favorable for the shareholders of DAX-listed Bayer, who have been suffering for years. As a result of the interminable glyphosate legal disputes that have swallowed up billions, the stock lost more than 60% of its value. It is currently struggling to find a bottom in the zone around EUR 47, close to the 10-year low. Breaking above the EUR 50 mark could breathe new life into the share price. A dynamic move to the EUR 75 area, i.e. a 50% chance, would not be unrealistic in this case.

    The Leverkusen-based Company was able to achieve at least a first partial success in the glyphosate dispute. After losing three lawsuits, Bayer was able to win a case for the first time. A court in Los Angeles ruled that the weed killer glyphosate did not cause a boy's cancer.

    The news that the agrochemicals and pharmaceuticals group was seeking to sell its "Environmental Science Professional" (ESP) division also had a positive effect. As reported by the Bloomberg news agency, a trade sale is likely to bring around EUR 2 billion into the Company's coffers. There are enough interested parties, such as Blackrock and CVC. However, neither Bayer nor various financial investors commented on the news.

    Fantastic development

    The share of Memiontec, the holding Company from Singapore, showed an unparalleled development on the stock exchange floor. The share has gained around 200% in the last 8 weeks alone - we drew your attention to the stock at the time - and is quoted at EUR 0.46 in Frankfurt. The reasons are obvious. Memiontec has been a leader in developing complete water and wastewater management solutions in Singapore, China, and Indonesia for 20 years. It can cover the entire value chain through its 4-pillar model, leading to high scaling effects in the long term.

    In addition to providing total solutions, including maintenance contracts and selling modular and customized systems and equipment, the build-own-operate-transfer (BOOT) and transfer-own-operate-transfer (TOOT) segments are the cash cows. Through long-term partnerships with public and private partners, investments are made here in the maintenance of water treatment infrastructures. By selling purified water, Memiontec benefits here in two ways. In addition to revenue from operations, maintenance and services, the Singapore company generates revenue by selling purified water. As the concession contracts have an average term of 25 years, recurring income is thus secured in the long term.

    Most recently, Memiontec won two tenders worth a total of EUR 8.09 million from Singapore's Public Utilities Board. By the end of July, the order backlog had already reached the record level of EUR 58.38 million. In addition to expanding its joint ventures, Memiontec also plans to grow further through mergers and acquisitions. The topic of water and water scarcity is expected to become more mainstream in the coming years. Memiontec is playing in the premier league in this respect.

    Outstanding business year

    Deutsche Post, in particular the DHL segment, is, without doubt, one of the winners of the Corona pandemic and the resulting online boom. Profit forecasts are being raised for the fourth time this year. On Nov. 4, when third-quarter figures are released, management plans to announce new 2021 operating profit figures "against the backdrop of excellent business development." So far, the benchmark is EUR 7 billion.

    "Global trade has accelerated significantly compared to the previous year," explained Post CEO Frank Appel. In addition, e-commerce shipment volumes remain high. "That is why we are optimistic about the upcoming Christmas business." The Company is preparing for possible record volumes in the coming weeks and has built up additional capacity.

    Despite the extremely positive reports, the share is currently in correction mode after a high of EUR 61.29 in mid-September. There is still a gap to be closed at EUR 52.30. At this level, there is also stronger support. In the long term, this could be a good entry opportunity.


    Both Bayer and Deutsche Post offer good long-term entry opportunities at current levels. Although Memiontec has run strongly in recent weeks, the current high level of incoming orders shows a continued positive outlook for the future. The share has enormous long-term potential due to the global water shortage but may be prone to higher volatility in the short term.


    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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Fabian Lorenz on September 26th, 2025 | 07:05 CEST

    Will silver rise to USD 130? First Majestic Silver, Pan American Silver, Silver North shares!

    • Mining
    • Silver
    • Commodities
    • Investments

    Silver will shine like gold in 2025. After rallying to over USD 40 per ounce, one super bull even believes it could reach USD 130. He points to supply shortages, strong industrial demand, and its undervaluation relative to gold. At the company level, Silver North Resources is generating news flow with exploration programs in the Yukon and initial indications of new high-grade mineralization. Will the stock soon take off? Pan American Silver is strengthening itself through the acquisition of MAG Silver and reporting record results with 5.1 million ounces of silver. In addition, the dividend has been increased. Analysts see buying opportunities. RBC recently raised its price target for the base investment in the silver sector.

    Read

    Commented by Nico Popp on September 22nd, 2025 | 07:05 CEST

    Tenfold increase on the Horizon – Things could move fast: Boeing, Larvotto Resources and Antimony Resources

    • Mining
    • antimony
    • airline
    • Technology
    • Investments

    When fires break out in high-rise buildings, vehicles, or aircraft, they can quickly become life-threatening. Fire protection materials have been used for many years to contain fires. Antimony is a key component in these materials. Around 42% of global demand is accounted for by antimony-based flame retardants in composite materials. But antimony also plays an important role in armaments and is found in armor-piercing ammunition, night vision devices, infrared sensors, and communication equipment. With China controlling around 70% of the market, according to Future Markets Insights, the need for alternative sources is growing. We take a closer look at the market and highlight some exciting stocks.

    Read

    Commented by Armin Schulz on September 22nd, 2025 | 07:00 CEST

    Your gold playbook: Profit from rising prices with Barrick Mining, Dryden Gold, and Newmont

    • Mining
    • Gold
    • PreciousMetals
    • Investments

    Gold is experiencing a spectacular rally, driven by interest rate cuts from the US Federal Reserve and an uncertain economic outlook. As a safe haven, the precious metal is benefiting directly from this monetary policy shift, which is lowering opportunity costs for investors and fueling demand as a hedge against inflation. This ideal setup could help stabilize the price at a high level and offers attractive opportunities. Against this backdrop, it is worth taking a look at the strategies of Barrick Mining, Dryden Gold and Newmont.

    Read