October 21st, 2021 | 11:22 CEST
HelloFresh, SAP, TalkPool: Tech stocks make a comeback
The frustration among tech investors seems to be over for the time being. After difficult weeks and months, shares from the technology sector are in demand again. This demand applies to tech giants from the US such as Apple, Alphabet as well as SAP. The DAX heavyweight was even able to shine with a forecast increase. Cooking box supplier HelloFresh can also convince investors and analysts with its foreign expansion. And the technology Company TalkPool reported a reference order. With the future topics SmartHome and IoT, the Swiss want to double sales in a few years.
time to read: 2 minutes | Author: Fabian Lorenz
ISIN: HELLOFRESH SE INH O.N. | DE000A161408 , SAP SE O.N. | DE0007164600 , Talkpool AG | CH0322161768
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
Tag cloud
Shares cloud
TalkPool: Doubling sales with SmartHome and IoT
TalkPool wants to double its revenue to EUR 48 million by 2025 and achieve an EBITDA margin of 11% to 14%. The areas of SmartHome and Internet-of-Things (IoT) are expected to contribute more and more to this growth. The Swiss technology company has now received an important reference order in these exciting future fields. TalkPool subsidiary Home Solutions will upgrade the existing motor heating system for intelligent building management for a large housing association (BRF) west of Stockholm. The order is worth approximately SEK 4 million. The order includes delivery of the components, installation, local connection via wireless M-Bus, configuration of the individual measurement and billing function, and a service contract for around 400 motor heaters.
Home Solution already has around 50,000 BRF (housing association) apartments under contract throughout Sweden. The Company offers customers digitization and future-proofing of their properties, with services and functions such as electricity and water metering and billing, water leak detection, and fire detection easily added to Home Solution's digital platform. "We're seeing a lot of interest in many of the solutions and services we offer, especially individual metering and billing (IMB) for electricity. IMB typically provides great savings, and it also provides necessary infrastructure when customers install solar panels and charging stations. In addition, there has been a significant increase in interest and demand for IMB water, in part, due to the new regulation in Sweden requiring the installation of IMB water for new building construction and major renovations. We now also believe that together with our partners, we have a great new digital solution for engine heaters," says Andreas Göth, CEO of Home Solutions.
HelloFresh on course for expansion
HelloFresh is continuing its internationalization. After entering the Norwegian market a few months ago, the DAX newcomer is now opening to Italy. In the country of pizza and pasta, the concept of cooking boxes is hardly known so far. HelloFresh is therefore hoping for first-mover advantages. The Corona pandemic has accelerated the food delivery trend worldwide. Therefore, HelloFresh is optimistic to successfully gain a foothold in Italy and supply as many of the approximately 26 million households with cooking boxes as possible. Analysts of Deutsche Bank are particularly convinced by the business model. They recently raised their price target from EUR 105 to EUR 107 and recommend buying the stock.
SAP: Convincing figures and price target of EUR 142
"Our strategy is clearly paying off," said a pleased SAP CEO, Christian Klein. "We are experiencing record demand for our applications and our platform." The DAX heavyweight created a good mood among investors with its preliminary quarterly figures. The Q3 figures were indeed impressive. In particular, the success in the cloud business was convincing. The German tech giant increased cloud revenues in Q3 by 20% year-on-year to EUR 2.4 billion. That shows that customers are embracing the cloud transformation. Accordingly, license revenues declined by 8%. As part of the announcement of the figures, the annual targets were raised for the third time within a few months. Due to the expected continued positive development in the cloud business, currency-adjusted operating profit is expected to be in a range of EUR 8.1 to 8.3 billion in 2021. The investment bank Jefferies recommends SAP shares as a buy with a price target of EUR 142.
"Tech is back" is the current slogan on the stock market. And the companies are thanking us with good news. SAP raises its forecast, HelloFresh continues to expand, and TalkPool takes an important step towards doubling its sales.
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.
