Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


11. October 2021 | 10:26 CET

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 by Stefan Feulner
ISIN: DEUTSCHE POST AG NA O.N. | DE0005552004 , Memiontec Holdings Limited | SGXE56008290 , BAYER AG NA O.N. | DE000BAY0017


 

Author

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


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.


Author

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



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:

20. October 2021 | 12:10 CET | by Carsten Mainitz

Formycon, Memiontec, Synlab - Act before it is too late!

  • Investments

When an unpredictable event occurs, humanity sees how powerless it is in the face of it. We saw this in the spring of last year with the outbreak of the Corona pandemic. Only since the approval of various vaccines has a normalization taken place. However, further, foreseeable problems are coming our way. According to expert forecasts, water demand will exceed supply by 40% as early as 2030. Some companies sense an opportunity to profit from the water shortage through novel technologies.

Read

14. October 2021 | 07:46 CET | by Stefan Feulner

SAP, Kleos Space, Ballard Power - Igniting like a rocket

  • Investments

The storage and processing of data will be one of the themes of our society for the coming years. Big Data will create scientific advances and innovations, increasing the competitiveness of both science and companies across industries. Already today, innovative startups are working on the processing of larger amounts of data using artificial intelligence. The potential is enormous, the predicted growth rates gigantic.

Read

11. October 2021 | 11:30 CET | by Armin Schulz

Allianz, wallstreet:online, Commerzbank - Quo vadis stock markets?

  • Investments

The markets are highly nervous at the moment. First, the Corona numbers went up again, then the Chinese real estate giant Evergrande was on the verge of collapse, and the supply chains are still not back in step. The result was falling indexes. That automatically leads to more fear, as the Fear and Greed Index also showed. Last week, the market calmed down slightly, and the fear index dropped from 27 to 34 points. In Germany, there is also the fact that more people have dabbled in equity investments due to a lack of interest rates. According to the Global Wealth Report, the purchase of securities grew by 65%. Many of the newly added shareholders know only rising stock markets. Consolidation would not hurt the market. On the other hand, there is hardly any alternative to investing money at the moment. It remains exciting.

Read