October 21st, 2021 | 11:22 CEST
HelloFresh, SAP, TalkPool: Tech stocks make a comeback
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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.
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.
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