Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


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Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+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)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

30. September 2021 | 11:36 CET

Infineon, AdTiger, Alibaba: China as a huge comeback opportunity

  • Digitization
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Digital business models have enormous advantages. One of the most important trump cards is scaling. Once a digital product is established on the market, more and more customers can acquire it without much effort. While classic industrial products depend on new factories, digital players simply buy in computing or storage capacity and serve the new demand at lightning speed. We have selected three exciting stocks related to digitalization.

time to read: 3 minutes by Nico Popp



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

Infineon: What comes after the chip shortage?

Infineon does not have a digital business model in the strictest sense - after all, the Bavarians have to physically manufacture chips. They are thus bound by the traditional limits of industrial production. But Infineon, as a chip manufacturer, benefits directly from the digitization trend. For months, chips have been scarce and hard to come by, even for large automotive groups. In this environment, anyone who manufactures the coveted products - like Infineon - can consider themselves lucky. Infineon used to be considered a manufacturer of memory chips. But those days are over. The Bavarians now serve the automotive industry (41% share of sales), traditional industry (about 15%) and the energy sector (about 30%). The smart card business accounts for just over 10% of sales.

In the first half of the fiscal year, Infineon increased its sales by more than 35% to EUR 5.3 billion. Earnings also climbed by more than 60% to EUR 0.52 per share. As a result, Infineon generated a free cash flow of EUR 719 million in the half-year. Infineon is perfectly positioned to benefit from the digitalization of traditional industries. The prospect of autonomous driving alone could bring the Company enormous growth. However, the chip shortage is already making some carmakers rethink. The market power of suppliers around chips could crumble in the long term if more and more carmakers become self-sufficient around chips. On the stock market, Infineon's share has lost momentum in the last three months.

AdTiger: Specialist for online marketing in China

Investors will find a completely different situation with the Asian marketing specialist AdTiger. The Company specializes in online advertising and prefers to place ads on Facebook, Google, Twitter, Snapchat and TikTok. AdTiger operates its own optimization platform called AdTensor. Thanks to artificial intelligence, AdTiger aims to identify market niches and design ads to click. As a link between the largest social networks, the marketing departments of companies and users on the web, AdTiger can gain valuable insights into user behavior and the requirements of potential customers. This data can be incorporated into further campaigns and represents a treasure trove of data in its own right.

Currently, AdTiger is primarily active in China but also wants to expand abroad. The Company has its own investment company for this purpose. In the wake of China's worries, the share price has also suffered considerably. Since the uncertainty has subsided in the meantime, AdTiger could be an interesting alternative. While the media here are still puzzling over the fate of Evergrande, observers in Asia are already giving the all-clear and see the country continuing on its growth path. While the energy shortage in China recently reported by the New York Times is not positive news, it is anything but a signal of flagging growth. AdTiger remains a promising stock, and with a market cap of around EUR 50 million, it also has a size that can accommodate growth investors.

Alibaba incurs the wrath of Beijing

Alibaba shareholders are also currently experiencing turbulent months. China's Amazon has been punished on the stock market for a year and lost around 45% during the period. During the past three months alone, the decline accelerated once again. Corporations like Alibaba have drawn the ire of the central government in Beijing. In the meantime, the government is pursuing a state-centered course and is worried about capitalist parallel worlds that it tolerated for many years. Given the many millions of Chinese with purchasing power who enjoy the life of the middle class, however, even the party in Beijing is unlikely to put the capitalist spirit back in the bottle. Instead, it looks like some excesses should be mitigated, and areas that the state has identified as harmful should be regulated. These include computer games, which the government now warns against. Thanks to surveillance, it is now also easy to limit the consumption of computer games.

However, since Alibaba's share price is around 35% above the level of five years ago, the stock can be considered attractive again. While measures against the large corporations, in particular, are conceivable, little should change in the system of capitalist socialism in China. The country remains the world's growth engine, especially when it comes to future technology.

While Infineon is currently in a good position, many car companies could go their own way in the long term, and there is little that can be done about Alibaba. The small Company AdTiger is also sitting in a favorable market position as a specialist for online marketing in China. In addition, there are expansion plans that are certainly also in Beijing's interest. If you are looking for dynamic growth, you can favor AdTiger; otherwise, you should wait for Alibaba to bottom out.


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.

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  • Digitization

The digital age is massively transforming the economy and, as a result, businesses and their business models. Traditional models are being displaced, and new ideas are in demand. The Corona pandemic has highlighted the enormous shortcomings and accelerated the transformation to a digital world. Across industries, companies that embrace and implement this development are likely to be among the winners, while analog companies will lose their competitiveness and disappear from the scene.


18. October 2021 | 12:02 CET | by Stefan Feulner

China Evergrande, AdTiger, Geely - Great opportunities in China

  • Digitization

China cannot get out of the negative headlines. After the government accelerates the regulation of domestic technology groups, the Middle Kingdom is facing the next problem. The impending collapse of Chinese real estate giant Evergrande has been preoccupying the markets for weeks. However, due to the strong correction in recent months, there are attractive entry opportunities, especially in the technology sector. Charlie Munger, for example, long-time business partner of investment legend Warren Buffett, massively increased his stake in online giant Alibaba in the last quarter, according to a report in the Daily Journal.


13. October 2021 | 11:09 CET | by Armin Schulz

Alibaba, AdTiger, ProSiebenSat.1 Media - Christmas business makes the cash register ring in the advertising market

  • Digitization

Even before Corona, more and more people were shopping online, and the pandemic has further boosted this trend. Christmas is fast approaching, and this festival of gifts traditionally brings retailers the highest sales. Sitecore has learned from a survey that Christmas shopping will start earlier this year. When talking to local retailers, it is often heard that customers are nowhere near as abundant as they were before the pandemic. Corona rules or mask-wearing obviously bothers some consumers, and so they continue to turn to online shopping. The advertising market will grow significantly in the next two months, both online and offline. So today, we analyze three companies that are involved in advertising and e-commerce.