October 29th, 2021 | 13:39 CEST
Kleos Space, Lufthansa, TeamViewer - Exciting developments!
The capital market thrives on diversity. The stock market trades in the future and is never a one-way street. The pendulum - as painful as it sometimes is - swings in both directions. Corporate growth is just as much fuel for share prices as euphoria and panic. The following companies have seen a lot of action in the recent past. Who will perform best by the end of the year?
time to read: 3 minutes | Author: Carsten Mainitz
ISIN: KLEOS SPACE CDI/1/1 | AU0000015588 , LUFTHANSA AG VNA O.N. | DE0008232125 , TEAMVIEWER AG INH O.N. | DE000A2YN900
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Author
Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
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Kleos Space - Things are going like clockwork
Satellite operator Kleos Space recently reported ordering four more RF reconnaissance satellites. The launch is scheduled for mid-2022. The goal is to improve data collection and repetition times. Netherlands-based Innovative Solutions in Space (ISISPACE) is building the fourth satellite bundle, called the Observer Mission, for which a launch has been booked with SpaceX.
ISISPACE and Spaceflight already supported Kleos Space's second satellite cluster, which SpaceX launched June 29 on the Falcon 9 Transporter-2 mission into a sun-synchronous orbit. The third cluster, also currently under construction at ISISPACE, is also scheduled for launch aboard a Falcon 9 rocket as early as January 2022. Similar to the second and third clusters, the Observer Mission satellites will provide an additional 119 million square kilometers of data collection capacity per day.
The cost to build and launch the fourth cluster is about AUD 4.5 million, according to Kleos Space. The Company has already completed a capital increase in recent months. In total, the Company plans to launch up to 20 satellite clusters to detect and geolocate radio transmissions for applications ranging from anti-piracy and human smuggling to illegal fishing. The Company says it is close to signing 170 "qualified contracts" for its services, including 48 "signed evaluation contracts with customers that include a free trial period to evaluate data products prior to revenue generation."
"Each new launch enables us to improve satellite data collection and increase the number of reviews of key areas of interest to our customers," a company statement said. Precise satellite location can be used to detect and avoid hazards at an early stage. Of course, this is just one possible application for the Company's service. States, private companies but also NGOs belong to the customer base. Depending on data requirements, Kleos Space offers its services as a Data-as-a-service with different subscription models. As the barriers to entry for other potential players in such a technologically complex market are very high, the innovative Company's share price should rise in the medium term.
Deutsche Lufthansa - Light at the end of the tunnel?
There is no doubt that the travel and aviation industry has been hit hard by Corona. However, the president of the travel association DRV, Norbert Fiebig, has recently been very optimistic: "But the light at the end of the tunnel is getting brighter." That, he said, is indicated by the rising demand for the 2022 summer travel business, which major tour operators have recently reported. That is also good news for the German crane's stock.
The stock has fallen about 40% since March. The Company is currently valued at around EUR 6.8 billion. Analysts forecast a steep loss of EUR 2.3 billion on average for the current fiscal year. In 2022, the Company is expected to return to profit with EUR 60 million. Most analysts consider the stock to be exhausted with an upside potential of only 6% and classify the shares as a hold.
TeamViewer - In search of new confidence
In the wake of the latest forecast reduction following a surprisingly poor quarter, the shares of the Company, which had long been traded as a Corona winner, came under intense pressure. For some time now, the provider of remote maintenance and home office software has been criticized by the conclusion of multi-million sponsorship contracts, especially with Manchester United. Recently, the Germans announced that the CFO would leave the Company when his contract expires in 2022. The Company is thus drawing the first consequences. The contract with the CEO, on the other hand, was extended until early 2024. In addition, TeamViewer will expand its management team from three to four people.
That means the management focus will also include the area of sales. Supervisory Board Chairman Abraham Peled underscored his desire in a company release, saying, "One of the top priorities of the management team will be to regain the trust of the capital market." It will certainly be a longer and more complicated journey. Quite a few analysts lowered their price targets for the stock. In some cases, the experts even doubt the story. The Company is currently valued at EUR 2.6 billion.
Things are going well at Kleos Space. The satellite clusters are gradually being expanded. Due to the high market entry barriers and the emerging growth, the share is exciting. TeamViewer, on the other hand, is no longer on the sunny side and needs to regain investor confidence. With a normalization of travel activity to pre-Corona levels, the Lufthansa share should gain again, at least in the medium term.
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