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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".


17. March 2021 | 07:25 CET

Fresenius SE, Q+M Dental Group, Siemens Healthineers: Where growth meets dividends

  • Healthcare
Photo credits: pixabay.com

The back-and-forth surrounding AstraZeneca's vaccine has unsettled many people. But the discussion about extremely rare side effects also shows: Vaccines and drugs are subject to strict regulations and the healthcare system is strictly regulated. While pharmaceutical companies must always expect setbacks, especially in accelerated approval procedures, the situation is different for suppliers of medical technology or consumables. We present three stocks that are benefiting from rising healthcare spending.

time to read: 3 minutes by Nico Popp
ISIN: DE0005785604 , SG2E73981531 , DE000SHL1006


 

Author

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


Fresenius: Solid but no more

Fresenius is a Company based in Bad Homburg, Germany, that has dedicated itself entirely to dialysis. When patients suffer kidney failure, this form of blood washing using technical equipment is often the only way to bridge the time until a transplant. The dialysis business accounts for about 50% of sales, artificial nutrition for another 20% and the hospital Company Helios for more than 25%. The hospital services business accounts for about 5%. Fresenius' figures have recently been mediocre: although sales have increased, profits have been lackluster.

Moreover, the share price has been flat for 3 months: the bottom line is a loss of 5.6%. Although Fresenius, focusing on dialysis and its other pillars, is a potential beneficiary of rising healthcare system expenditures, the word is not yet out in the market. Investors who invest for the long term and can tolerate a fair amount of boredom in their portfolio see Fresenius as a dividend stock: around 2.3% yield beckons in this way.

Q&M Dental: The Asian dividend stock with growth fantasy

Q&M Dental is also a dividend stock. The penny stock from Singapore is only a small company at first glance. The operator of 5 dental clinics and 114 practices took an early stake in a manufacturer of corona tests last year and is working with official agencies in Singapore, among others, on the application of these tests, and has put out feelers in other countries. The combination of dental treatments and corona tests seems to be a profitable business for Q&M. In addition to the strong financials, the Company announced a special dividend in early March, in addition to its regular dividend. Overall, the stock brings a dividend yield of around 5% to all investors who have been shareholders in recent weeks.

In addition to its bread-and-butter business of dental treatments, Q&M Dental also sees itself as an innovative company and aims to score points with artificial intelligence in everyday dental practice. The franchise system for dental practices is to be further expanded. Given the success of recent years, it is evident that this will succeed: many dentists seem to feel extremely comfortable under the Q&M umbrella. Since the Company is not only active in Singapore, the share offers investors a comprehensive Asian fantasy and adds to that the test kit business, which Q&M is expected to do for some time to come. The stock has been kissed awake in recent weeks but is still trading under the radar of many investors.

Siemens Healthineers: Surprises loom here

By contrast, the Siemens Healthineers share is much better known. The Company offers equipment related to imaging and diagnostics. Last year, many examinations were postponed or canceled altogether due to the pandemic. As a result, Siemens Healthineers' figures at the end of last year were not so rosy either. But the Company took countermeasures and launched a share buyback last fall. Most recently, Siemens Healthineers announced a stable dividend and thus convinced the market of its merits. Many investors believe that the preventive medical checkup business will return to robust growth in the future. The stock has climbed 14% in the past 3 months and looks promising from a chart perspective. It should only be a matter of time before the share rises above EUR 50.

After that, it will be necessary for Siemens Healthineers to be able to surprise the market. Given the sluggish vaccination business in Germany, it cannot be ruled out that business in the first two quarters of 2021 will again be somewhat less good. The share price could then also run out of steam. Investors who want to sit out this phase can still buy the stock. Those who like it more dynamic should take a closer look at Q&M. Here, Covid-19 fantasy meets a proven business with dental treatments, which is also to be further expanded. Q&M Dental Group's recent dividend could set the tone for the future.


Author

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



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:

15. October 2021 | 10:10 CET | by Nico Popp

MorphoSys, Sativa Wellness Group, CureVac: Healthcare investments of tomorrow

  • Healthcare

The healthcare sector is facing a reassessment. For years, especially in Germany, health care has been "fiddled with" - a reform here, a change there, but in basic terms, little has changed in the system in recent years. With the new federal government, things could start to move. Regardless of ideological trench warfare, observers can state, especially under the impression of the pandemic, that innovative treatment methods and preventive care are the most important trends for the future, along with the digitization of the healthcare system. In this context, we present three companies and highlight their opportunities.

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19. January 2021 | 10:50 CET | by Nico Popp

Pfizer, Q&M Dental Group, Johnson & Johnson: Where do profiteers of the pandemic lurk?

  • Healthcare

We all know that one's health is the most important thing. But from time to time, this truism slips out of focus. The pandemic has shown that neither fame nor money can protect you from getting sick. A big step toward being healthy, however, can be made by trusting in research. The development of vaccines in record time has shown how great the potential is in science and the pharmaceutical industry. New test methods are continually coming onto the market. Three shares show that there is money to be made on the stock market from these developments.

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12. January 2021 | 10:28 CET | by Carsten Mainitz

CureVac, Q&M Dental, Moderna - What you didn't know - really exciting!

  • Healthcare

The World Health Organization (WHO) recorded more than 235 Covid-19 vaccine projects worldwide since January 2020, but few projects make it across the finish line. Timing is a critical factor, and early entrants will divide the huge market among themselves. These include BioNTech/Pfizer, Moderna and AstraZeneca. Still in the "test phase" is Tübingen-based CureVac, which recently entered into a sales cooperation with Bayer. Information published yesterday is positive and suggests approval of the preparation by the beginning of the second quarter of 2021 at the latest. Away from vaccine manufacturers, other Corona profiteers exist with which investors can earn handsomely. Q&M Dental from Singapore is little known. Its subsidiary is one of nine government-approved Corona testing facilities. Also, Q&M supplies Asian neighboring countries with millions of its Corona testing. We inform you about the news and potentials of known and unknown players.

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