SAP SE O.N.
Commented by Stefan Feulner on September 5th, 2022 | 10:58 CEST
Bayer, Almonty Industries, SAP - New opportunities after the sell-off
The scent of a perfect end to the week was in the air. Positive labor market data from the US drove global stock market indices, and Germany's leading index DAX went through the psychologically important 13,000-point mark like butter. But then came the gas shock with the announcement that Gazprom does not intend to ramp up gas deliveries via Nord Stream 1 again. And just like that, all the gains made dissolved into thin air. The DAX alone will likely start the new week today deep in the red at around 12,700 points. This threatens a new test of the year's lows, which in turn could allow new anticyclical entry opportunities in selected stocks.
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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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Commented by Armin Schulz on June 27th, 2022 | 13:39 CEST
SAP, Kleos Space, RWE - Crisis-resistant stocks that belong in the portfolio
Even though the mood on the markets has brightened somewhat in the past week, the Fear and Greed Index rose from 14 to 18, so the uncertainty on the markets is still palpable. One must pick companies whose business models will work well in the long run. These companies have also suffered setbacks from the current market environment but are well prepared for the challenges ahead. We have picked three companies that should benefit from the tough times ahead.
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Commented by Carsten Mainitz on June 15th, 2022 | 15:15 CEST
SAP, BrainChip Holdings, Infineon - Chip stocks before the next wave!
The current interest rate decision is casting its shadow ahead, and the horrendously rising inflation rates are unsettling market participants. In the fight against inflation, the US Federal Reserve will likely shrink its balance sheet further and herald more aggressive interest rate steps. However, there is then a risk of significantly weakening the economy. That would seriously worsen the macroeconomic picture and significantly increase the risk of the US sliding into recession. The biggest losers from a major interest rate hike will likely remain interest rate sensitive growth stocks. However, such a scenario is already priced in for many stocks.
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Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST
Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!
What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.
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Commented by Stefan Feulner on April 20th, 2022 | 11:34 CEST
SAP, Kleos Space, TeamViewer - Profiting from technological progress
It is a first in world history. The currently ongoing Ukraine conflict is the first major war in which commercially available satellite imagery plays an important role in providing information about troop movements, military buildups in neighboring countries, and refugee flows. These images are provided by private satellite companies, which provide global geolocation data as a service using AI-powered technology and deliver it to customers such as governments, intelligence agencies or insurance companies. The market for satellite-based data is growing enormously, and company valuations still promise significant upside potential.
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Commented by André Will-Laudien on April 6th, 2022 | 10:46 CEST
Siemens Healthineers, Perimeter Medical, Siemens, SAP - After BioNTech, now the push for MedTech shares!
The most significant positive share price developments in the last 12 months occurred in the biotech sector, especially among vaccine manufacturers such as BioNTech and Moderna. The stock market overlooked that pandemics, and the fight against them, offer short-term profit opportunities. The great battle against widespread diseases such as cardiovascular disease, cancer or other previously incurable indications progresses steadily. Their diagnosis and treatment require many types of technology, devices, processes, analysis tools, and intelligent software. Some methods certainly deserve the attribute "disruptive technology". We take a look at some blockbusters in the MedTech segment.
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Commented by Stefan Feulner on March 22nd, 2022 | 15:08 CET
SAP, Aspermont, Palantir - AI shares facing reassessment
Following a rise in the German benchmark index DAX of more than 2,000 points since the interim low at 12,431, there is indecision as to which direction to take. The situation in Ukraine, where an agreement on a ceasefire is still a long way off, serves as a mirror image. In contrast, we are getting closer to the development that artificial intelligence is becoming increasingly important in many areas of our lives as a result of digitalization. The aspect of AI security, both in terms of protection against external attacks and operational security, is gaining relevance accordingly. Companies currently listed on the stock exchange could be facing a revaluation soon.
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Commented by Nico Popp on February 24th, 2022 | 13:13 CET
Delivery Hero, wallstreet:online, SAP: Personnel uprising at digital companies
Nowadays, many of our wishes can be fulfilled with just a few clicks: A delicious food bowl for lunch, the latest action blockbuster or even a promising stock - after just a few clicks, we have obtained our goal. But digital business models are not always self-propelling. We get to the bottom of problems and show where opportunities still lie today. We look at the shares of Delivery Hero, wallstreet:online and SAP.
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Commented by Carsten Mainitz on February 1st, 2022 | 11:11 CET
SAP, Kleos Space, Software AG - Big growth predicted!
Data is an extremely important raw material in today's world and is already referred to as the new gold. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will become increasingly important in the coming years, both in society and the capital markets. The next step is the collection of big data through satellite-based earth observation. In the future, this is expected to be beneficial to humanity in terms of security, pollution, and economics. Innovative companies relying on this technology are in a huge growth market.
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