Close menu




November 6th, 2020 | 10:15 CET

Infineon, dynaCERT, Nemetschek: Where innovations drive the share price

  • Innovations
Photo credits: pixabay.com

The future is traded on the stock exchange. Those who invest in the right companies can achieve rapid returns. But how do you find out which innovations will cause share prices to rise? Since its IPO shortly before the turn of the millennium, the German chip specialist Infineon has developed into an essential Company in the chip industry. Just a few months ago, Infineon completed the critical acquisition of Cypress Semiconductor Corporation, adding areas that are important for the Internet of Things, and other applications related to the new 5G mobile communications standard, to its portfolio.

time to read: 2 minutes | Author: Nico Popp
ISIN: CA26780A1084 , DE0006231004 , DE0006452907

Table of contents:


    Infineon as a beneficiary of the mobility turnaround

    Investors reacted positively to Infineon's acquisition of Cypress. The share climbed by almost 40% on a one-year horizon. Most recently, the Company from the greater Munich area issued a cautious growth forecast and kept the dividend stable. This announcement, too, was well-received by investors and once again ensured stable growth in the share price. Infineon's high dependency on the automotive industry is seen as a possible risk when investing in the Company.

    More and more chips are installed in modern vehicles. If sales weaken, this also affects the suppliers. Unlike traditional suppliers, however, Infineon has a different position with its quality. The stock can even be seen as a beneficiary of the mobility turnaround, as cars will be increasingly networked in the future. The complete lockdown in March did little to affect the stock, the risks at Infineon are manageable, and the Company is in a good position.

    dynaCERT makes combustion engines "greener"

    dynaCERT is also considered a Company that has positioned itself around the mobility revolution. Canadians have developed a catalyst that can significantly reduce CO2 emissions and fuel consumption. dynaCERT's target group is not the automotive industry, but fleet operators. Thanks to dynaCERT, they will be able to retrofit existing fleets and thus make them "greener". The Association of German Engineers (VDI) also proves that this approach can make sense: The experts are pointing out that too clear a focus on electromobility could jeopardize the CO2 targets since combustion engines are still less polluting along the entire value chain.

    Local authorities, in particular, are under pressure to cut emissions. Instead of replacing old vehicles, dynaCert can reduce the negative consequences of existing combustion engines. A catalyst from dynaCERT can pay off within one year and makes buses or other heavy machinery, more environmentally friendly. In recent months, the Company has already been able to convince several municipalities in North America of its product. Most recently, dynaCERT has expanded its software offering in the telematics sector and is now also focusing on fleet management, route planning, driver safety and load management.

    Nemetschek scores with software for the construction industry

    Nemetschek recognized many years ago that software could be a profitable business. The Company primarily addresses architects and representatives of the construction industry. In addition to CAD software, which converts construction drawings and plans, Nemetschek also offers software for the planning and execution of construction projects, for example, when it comes to obtaining quotations.

    Nemetschek's figures also show that it makes sense to map a sector fully. The Company left a small damper behind during the initial lockdown and recently presented reliable statistics. To ensure that the Company remains on course for growth, Nemetschek has made an acquisition and also opened up a business segment in the media sector. On the stock market, investors are pleased to report a return of almost 27 percent during the past year. Particularly recently, there has been a significant increase. The reason was an increase in the forecast.

    dynaCERT can be considered a latecomer

    Whether Infineon, Nemetschek or the smaller company dynaCERT - innovations generally pay off for investors. Although dynaCERT has a zero return on investment on a one-year horizon, this perspective fails to recognize that the share price was already almost in double figures before the pandemic. Since nothing has changed in the Company's technology since then, the volatile value may be considered a latecomer. But conservative investors are also well served by Nemetschek and Infineon - after all, innovations make prices.


    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.


    Der Autor

    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



    Related comments:

    Commented by Juliane Zielonka on November 24th, 2023 | 07:00 CET

    Renewable energies - which market environment currently offers the best investment opportunities for Altech Advanced Materials, Plug Power and Siemens Energy

    • renewableenergies
    • Technology
    • Innovations

    Wind, hydrogen, electric batteries - in this article today, you can find out which renewable energy technology offers an exciting investment case for investors. Altech Advanced Materials AG is to build a battery plant in Germany, focusing on innovative anode technology that can increase the performance of batteries by around 30%. According to CEO Marsh, Plug Power has strong fundamentals, but is the market environment in the US and Europe ready for green hydrogen? In recent months, Siemens Energy experienced challenges in the wind sector, especially with the acquired wind energy company Siemens Gamesa, which still requires repair measures. Which market environment now offers good investment opportunities in renewables?

    Read

    Commented by Stefan Feulner on November 21st, 2023 | 07:00 CET

    Novo Nordisk, Defence Therapeutics, Morphosys - The biotechs are coming

    • Biotechnology
    • Pharma
    • Innovations

    The capital-intensive biotech sector was hit particularly hard when the US Federal Reserve began the massive interest rate hikes from zero to 5.5% in the first quarter of 2022. Since then, the broad-based Nasdaq Biotech Index has lost around 20% of its value. With the end of the strict monetary policy, this sector is now likely to experience a revival on the stock market. There is significant catching-up potential, especially among second-tier stocks.

    Read

    Commented by Fabian Lorenz on November 14th, 2023 | 07:15 CET

    Plug Power with Warning Signals! Should you buy SMA Solar and Altech Advanced Materials shares?

    • Technology
    • Innovations
    • renewableenergies
    • Solar
    • Hydrogen

    Anyone who had hoped that Plug Power's quarterly figures would herald a recovery in the share price was disappointed. On the contrary, the figures should set alarm bells ringing for shareholders of the hydrogen specialist because the investor favorite is running out of money! Is there still hope? In contrast, SMA Solar and Altech Advanced Materials are performing well. Although the share prices of the solar and battery companies have also fallen, there is positive operational news. Altech has published a strong update on its solid-state battery production plant. SMA is significantly increasing profits, but analysts are not satisfied.

    Read