April 13th, 2021 | 08:43 CEST
Johnson + Johnson, Pollux Properties, Home24: Tide is turning - where the returns are now waiting
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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.
Johnson & Johnson is solid - but nothing more
Johnson & Johnson is currently in the headlines mainly because of the Corona vaccine. The vaccine requires only a single vaccination before it takes full effect. Even if the vaccine is not one of the first to hit the market, it will likely be successful because of its benefits. In addition to vaccines, Johnson & Johnson offers Stelara for psoriasis and the antipsychotic Trinza, other promising active ingredients with blockbuster potential. In addition to drugs, Johnson & Johnson also provides consumables and other medical products. The stock could therefore be considered a kind of basic investment in the healthcare sector. But how promising is the stock?
On a three-month horizon, the share yielded only a narrow return of 3.4%. Beyond EUR 140, the share has recently bumped its head several times. For the stock to pick up speed again, it first has to overcome this resistance zone. Investors who take a long-term view can relax given the dividend yield of around 2.7%. A positive side effect of the already ambitious valuation is the Company's stock's possible role as a takeover currency. Johnson & Johnson is solid but not a high-flyer.
Pollux Properties: Real Estate in Asia's Switzerland
While Johnson & Johnson as a healthcare company should benefit from the increased spending in the healthcare sector after the pandemic, the stock of Pollux Properties is supported by its exposure to Asia. The Asian continent is considered the winner of the crisis. Already up and coming, the pandemic has shifted the global balance of power even more to Asia. Pollux Properties manages properties and land in central Singapore with a total value of SGD 338 million. Furthermore, the Company had SGD 30 million in cash at the turn of the year. On the market, however, the total is only valued at around SGD 135 million - a clear valuation discount.
Since Singapore is considered the Switzerland of Asia and properties in the island state are rare, there is catch-up potential in Pollux Properties' shares. Now that Asia has mastered the pandemic so successfully, companies and wealthy private individuals' interest in settling in Singapore should increase even more. On the one hand, Pollux Properties is a solid investment, but on the other hand, it also offers surprise potential due to the share's existence as a penny stock and the Asian fantasy. Anyone who wants to break new ground in investments can take a closer look at the Singapore company.
Home24: Shopping on the Net is more normal than ever before
It takes around 60 days for an activity to become a habit. After months of lockdown, many things that still felt rather strange in March 2020 are likely to have become normal. Like ordering furniture online. Home24 offers everything to do with the home, conveniently set up for online ordering. Because of crowded furniture stores on Saturdays and other stress factors, shopping from the comfort of one's sofa at any time is likely to be in demand even after the pandemic. 2020 was already a record year for Home24 - the growth company achieved an operating profit for the first time. For the current year, Home24 believes that it will maintain the growth trend and is planning growth in sales of between 20 and 40%.
On a one-year horizon, the shares have generated a return of more than 500% and therefore appear expensive at first glance. However, since the highs, the value has already corrected by around 20%. The business model is suitable to generate profits. However, in the short term, Home24 could also face the threat of supply bottlenecks - materials are already in short supply in many areas related to construction. The Company is interesting, but investors can still take their time. At first glance, Johnson & Johnson and the undervalued real estate stock Pollux Properties from Singapore appear more promising.
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