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March 2nd, 2021 | 11:27 CET

Freenet, Revez, Siemens - Share price drivers: digitalization and innovation!

  • Software
Photo credits: pixabay.com

Different technologies and the Internet have massively changed our lives and will continue to do so. The pace of innovation is accelerating. Digitization is advancing in many facets, and information and data are being produced en masse. Innovations and the intelligent use of data are often at the core of successful companies. We report on three exciting stocks. Where should you get in now?

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: DE000A0Z2ZZ5 , SGXE83751573 , DE0007236101

Table of contents:


    FREENET AG - Differences in self-perception and external perception

    Anyone who bought shares in Freenet AG 1, 3 or 5 years ago is in the red. This fact is even more surprising, as the overall market performed much better. Mobile communications are the core business of the northern Germans. Since 2016, when the underperformance of the share started, the Group began to build up the second pillar, TV and media. Home entertainment (music and video offerings) and smart home applications are part of this.

    According to its self-image, the Group is establishing itself as a "digital lifestyle provider" by combining the two business areas. Even if a multi-brand strategy (discount to premium) addresses the large customer group of 13 million in a differentiated manner, the question arises about how profitably the Company can manage the second pillar given the strong global providers (especially streaming providers).

    On the plus side, the Company has significantly reduced its debt in recent months. The recently presented figures for the past fiscal year did not contain any major surprises. But many analysts do not see real growth in 2021 but rather a further decline in profits. Freenet sees things differently and wants to pay a dividend of EUR 1.50 per share and buy back its shares. The Freenet share is an example of how a well-sounding field of activity, such as that of a "digital lifestyle provider," does not necessarily produce happy shareholders.

    REVEZ CORPORATION LTD - IP = DNA

    The Singaporean Company was founded in 2010 and has since been at home in the areas of IP (intellectual property), innovations and the establishment of various brands. The holding Company sees itself as a "hub" where innovative concepts and solutions are created to lead to implementing a strategy superior to the competition.

    Thus, the core of the Company's philosophy is to focus on IP. Intellectual Property, which includes industrial property rights such as patents, utility models, trademarks, design rights, copyrights, etc., is synonymous with corporate DNA. The Group operates in the market with four brands, which are independent but generate synergies in the "hub".

    The Singaporeans are active in many innovative business areas, including multimedia, information and communication technology, artificial intelligence, the Internet of Things and cyber security. With a stock market value of around SGD 40 million, the title of the profitably operating Company is exciting.

    SIEMENS AG - Market Leader in IoT Solutions

    The large corporation is active in numerous business areas, often in one of the top ranks. Key areas include automation and digitalization in the process and manufacturing industries (Digital Industries) and intelligent infrastructure in buildings and decentralized energy systems (Smart Infrastructure).

    With the next "stage" of the Internet, the Internet of Things (IoT), the focus is now shifting to communication between networked devices. The resulting flood of data must be intelligently channeled and used. With the IoT-as-a-Service solution MindSphere, which uses advanced analytics and AI, the Group is a global leader. The cloud-based open IoT platform helps companies connect products, plants, systems and machines.

    Siemens is truly a top dog in many business sectors. Investors here are investing in a stable and well-positioned blue chip.


    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.

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    Der Autor

    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



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