Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

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


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

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".

13. April 2021 | 10:59 CET

Kleos Space, Airbus SE, SAP SE - Buy space high-tech now!

  • Space
Photo credits:

Three themes combined: big data - artificial intelligence - satellite technology. Cathie Wood, a world-renowned fund manager, is the CEO and CIO of ARK Invest, which runs the three highest-yielding equity ETFs of the past three years. According to the Wall Street Journal, her latest product, ARKX Space Exploration, raised a whopping USD 536 million in its first five days of trading. Cathie Wood's newly launched and exchange-traded fund, which focuses on investments in space exploration, is thus well on its way to becoming one of the most successful fund launches in history. The figures far exceed the industry average of all ETFs, which raised an average of USD 100 million in the first 3 years. We take a closer look at possible target investments for the fund.

time to read: 4 minutes by André Will-Laudien
ISIN: AU0000015588 , NL0000235190 , DE0007164600



André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author

Kleos Space SA - The Flying Eye

In 1983 the US broadcasting station ABC brought the film "The Flying Eye" (original title: Blue Thunder) into the cinemas. Directed by John Badham and produced by Columbia Pictures, it was an exciting movie about security and surveillance. The plot stars Roy Scheider as Officer Frank Murphy, a Vietnam War veteran who is part of the LAPD's helicopter squadron and is considered an excellent pilot. He and his partner, young police officer Lymangood, are chosen to crew the new "Blue Thunder" super helicopter, which is supposed to secure the airspace over Los Angeles and represent a new dimension in crime-fighting.

Even today, 37 years later, a good novel because the topic of fighting and preventing crime is more relevant than ever. There are still many reasons for improving public safety, such as counter-terrorism, illegal immigration, drugs and smuggling. A lot of fiction in the movie, but the demand for sensitive data has been around for quite some time. Only nowadays we have technologies that can truly interpret and evaluate speech and images.

Kleos Space SA is a private Luxembourg high-tech Company that already operates 4 satellites in orbit. One of the activities is the maritime application area. It is primarily about identifying radio and motion activity because here things become visible that have long been hidden because of criminal intelligence. How Kleos customers use this data depends on their business models and is aimed at private and governmental interests of securing routes or evaluating illegal activities. These are all areas of application with a high degree of explosiveness and qualitative demands regarding security and validity.

The current capitalization of the Kleos share of a good AUD 128 million is large enough to also focus on an ARKX fund. The stock is now well established in Germany and attracts consistent interest; analysts at First Berlin also recommend buying it.

Airbus SE - A black swan for aviation

The Corona pandemic is casting its shadow ahead. The aviation industry expects travel habits to change significantly in the coming years, with climate protection on top. Aircraft manufacturers on both sides of the Atlantic are already having to adapt to this. But as always, a major crisis could also turn into a good opportunity for change.

European aircraft manufacturer Airbus SE is struggling with the consequences and wants to learn for the future. Airbus CFO Dominik Asam believes that smaller aircraft with a long-range will probably be increasingly in demand in the medium term. Also, flying will have to become much more sustainable, for example, through hydrogen. Admittedly, there is as yet little idea of how aviation could be equipped with hydrogen tanks because here, in particular, there are many technical questions of safety.

Even though international aviation had produced record numbers before the Corona Crisis began - it has never been free of conflict, and the pandemic is now bringing many shortcomings to light. For society is learning the lessons of Covid-19: it is no longer so important today to get higher, faster and farther; a return to small, romantic successes and the beauties of nature are making their way into people's minds. As a result, at least 40% of the airline business, as it existed in the past, will come from online activities in the next few decades. For the airline industry, the combination of pandemic and digitalization is a black swan, even if bookings will increase again after successful vaccinations!

For Airbus, this means that in the next few years, it will also have to build aircraft that fly CO2-neutral "at the end of the day". Two important trends are already foreseeable today: One is sustainable flying. And secondly, the move away from giant jets like the Airbus A380 toward smaller aircraft that can fly much further distances thanks to efficient engines. Investments and developments will have to be made here - and that will cost a lot of money. Given this initial situation, an Airbus share price above EUR 100 should probably be seen at the top rather than too far down.

SAP SE - Just before the breakout

When news recently made the rounds on the financial markets that Google's parent Company Alphabet wanted to "change horses" in terms of financial software and rely on SAP instead of Oracle in the future, the SAP share price reacted with a significant rise. However, Oracle's share price was largely unaffected by the news. For SAP, regaining valuable trust after its cloud disaster at the beginning of the year is undoubtedly an important prestige success.

In January, Germany's largest software Company SAP issued a profit warning for the next 5 years. That was quite an announcement! At the same time, however, important strategic decisions were made to restructure the Company. SAP wants to triple its revenue in the cloud business in the future, in parallel with a small admission that things are no longer going so well in the licensing segment. The earlier lush margin statements have been withdrawn for the time being, but of course, they wanted to create some space with the announcement to surprise again soon.

On April 22, SAP will present its figures for the first quarter. The analyst community had recently scaled back its expectations very sharply. The probability of "overachievement" is therefore relatively high. The last few weeks' chart performance also suggests that SAP has left the critical line of EUR 100 behind it and now wants to continue upwards. We, therefore, keep the stock on the buy list and strengthen our interest above EUR 111. Overall, SAP will be a digitalization winner - let us see if the chart breakout occurs before the figures are announced.


André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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.

Related comments:

09. April 2021 | 09:20 CET | by Stefan Feulner

BYD, Kleos Space, SAP - The oil of the future!

  • Space

Data is an extremely important raw material in today's world. Big Data, the evaluation and processing of large amounts of data using artificial intelligence, will almost certainly become one of the hype topics on the markets in the next few years. The development is still in its infancy. However, the enormous growth rates and the need for intelligent data for almost every industry can already be seen in the few listed companies, such as the US data analysis specialist Palantir Technologies. In addition to Palantir, which currently has a market capitalization of almost USD 50 billion, there are smaller players with huge potential.


18. March 2021 | 09:30 CET | by Carsten Mainitz

Kleos Space, PayPal, Airbus - Watch out: Performance rockets at the start!

  • Space

You have to hand it to Elon Musk: Little of what he has tried has flopped in the end. He seems to have an excellent feel for feasible concepts. He was involved early on in PayPal, which came out of nowhere to become the world's most important payment service provider. Although not founded by him but protected very early on, Tesla developed under his aegis over the last 16 years from a startup to the world's most valuable car manufacturer. And Kleos Space? While not a company founded by Elon Musk either, it does have a business relationship with SpaceX, which depicts another field of activity for the go-getting and visionary "technoking." And as an established industry veteran, Airbus shares should not go unmentioned either. Who has the greatest potential?


09. March 2021 | 07:15 CET | by Nico Popp

BYD, BioNTech, Kleos Space: A new trend starts here

  • Space

If you want to be successful on the stock market, you have to back those shares with prospects. Although an intact upward trend suggests that a story will be well received on the market, the fall height also increases with the price. Investors have recently had to experience this pain, especially with shares in the field of electromobility or hydrogen. Even vaccine hopefuls such as BioNTech have lost ground. Let us show you how the trend stocks are faring and which sector is only at the beginning of its trend!