March 8th, 2021 | 10:30 CET
Everfuel, Revez, Merck KGaA - Profiting from the future of the Internet!
Table of contents:
Revez - The pioneer of Internet 4.0
Double-digit revenue growth and a gross margin of close to 60% are what Singapore-based technology service provider Revez has been delivering since 2010. In the process, the debt-free market leader in the Asia-Pacific region for interactive multimedia, information and communications solutions is growing in line with the requirements of its more than 100 customers, who come from all industries and both the private and public sectors. Global top names such as Microsoft, PayPal, Subway, as well as museums and theme parks for which virtual tours are programmed, are among them. In total, Revez covers information and communications technology (ICT), deep tech in artificial intelligence (AI) and Internet of Things (IoT), industrial automation, cybersecurity and MICE support through five subsidiaries. While the companies are legally separate, internally, they form an eco-system designed to promote cross-selling, maximize economies of scale and allocate resources effectively.
The Corona pandemic, which pushed humanity further into the online world, was used to further future-proof existing applications for clientele. The expansion of virtual meeting rooms was accelerated, as were digital media offerings and solutions relating to automation in the industry. In addition, new next-generation cybersecurity solutions based on artificial intelligence were developed. Revez management also sees an acceleration of virtual tourism and the expansion of hybrid platforms on the enterprise side in the coming years. Public services such as museums and libraries increasingly recognize the benefits of virtual tours. A rosy future should lie ahead for the market leader, which is currently doing more business in Asia but plans to acquire globally in the future. Revez shares are traded on the Singapore stock exchange as well as in Germany. The stock market value is currently around EUR 25.01 million.
Merck KGaA - Strongly positioned
Brilliant figures, an even better outlook and a strong positioning - this is how one can describe the current events surrounding the German chemical and pharmaceutical Company Merck KGaA. In the Corona year 2020, sales increased by 8.6% to EUR 17.5 billion. Adjusted operating profit grew 18.6% to EUR 5.2 billion, which also meant the Company achieved its full-year targets. Fourth-quarter earnings of EUR 1.2 billion were just below analysts' estimates of EUR 1.24 billion. Earnings per share increased by EUR 6.70. The strong figures were due to the Life Science segment, which pulled along the other divisions, such as the weakly performing fertility treatments business. As a result, the dividend for shareholders will be increased by EUR 0.10 to now EUR 1.40.
The year 2021 also looks rosy for the Darmstadt-based Company. It is one of the most important suppliers to the pharmaceutical and biotechnology industries and, as in the previous year, is benefiting from global research vaccines against the Coronavirus. Taken together, the Group is involved in a total of 50 vaccine projects. CEO Stefan Oschmann expects continued strong organic growth due to unprecedented demand. EBITDA is also expected to grow in a high single-digit to low double-digit percentage range. In addition to life science, the Company is also on track with new drugs such as the cancer immunotherapy Bavencio and the multiple sclerosis drug Mavenclad. The share is currently correcting from its all-time high of EUR 149.94. Good support is at EUR 120. In the long term, the Darmstadt-based Company is broadly and strongly positioned.
Everfuel - What is next?
The correction in hydrogen stocks continues. The subsidiary Everfuel, which emerged from the spin-off of Nel ASA, has run out of steam. The Danes fell from the high in January of EUR 18.30 to currently EUR 7.76. Nevertheless, the market capitalization still amounts to an impressive EUR 608.0 million. Now the stock market newcomer announced their figures. Annual sales in 2020 amounted to EUR 1.05 million. As expected, EBITDA was in the red at minus EUR 800,000.
Sales, on the other hand, are expected to rise sharply starting next year. The goal of becoming a leading hydrogen company is to be achieved through inorganic growth. With a significantly oversubscribed capital increase and a cash balance of just under EUR 24 million, the Company also intends to push ahead with its market leadership in Scandinavia and expand its filling station network. Despite the more than 50% share price correction, Everfuel's share price still has a great deal of future potential. Because the pure free float amounts to a maximum of 5%, we see better opportunities with other fallen stocks.
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