Close menu




April 21st, 2021 | 10:11 CEST

Kleos Space, SAP, TUI - Companies on the move

  • Investments
Photo credits: pixabay.com

The Corona pandemic continues to keep the world on tenterhooks. Nevertheless, the S&P jumped a good 8% within three weeks. How should you currently set up your portfolio? That is the question. Many stocks are at their all-time highs and have had real rallies. If you want to protect yourself from a setback, you have to anticipate trends and find stocks that are either broad enough or ones that can promptly score with good news. Preferably both. If these candidates are then also at all-time highs, there is potential. We highlight three interesting companies.

time to read: 3 minutes | Author: Armin Schulz
ISIN: AU0000015588 , DE0007164600 , DE000TUAG000

Table of contents:


    Kleos Space - Great potential

    An exciting and fast-growing space stock is Kleos Space. The Company is currently active in the maritime sector. It collects data from ships by collecting and analyzing radio frequency signals via satellite. The satellite cluster, which consists of 4 satellites, stands out from the competition because localization can be more precise than conventional triangulated surveying. This business area is suitable for increasing maritime security and averting threats such as piracy, illegal fishing and smuggling. At the same time, more information increases border protection.

    Kleos Space can be described as a Data-as-a-Service company that creates data products from the collected data and their proprietary algorithms. These data products are sold on a subscription basis and delivered via API to government and commercial customers worldwide to support decision-makers. Two more satellite clusters are to be launched in 2021 - the first in summer and the second towards the end of the year. The aim is to improve coverage worldwide and generate more data.

    The scalability in selling the data is virtually unlimited and there is an identified initial customer base of 160 institutions. Currently, it is still waiting for the 4 satellites to align correctly with each other. Once this position is achieved, the Company can launch the subscription model. The stock has been in a steady uptrend since December 2020.

    SAP - Strong figures

    After SAP shares came under pressure at the end of October 2020, everything can now turn around for the better, as the Company presented strong figures on Tuesday last week. CFO Luka Mucic emphasized that incoming orders for software licenses and the cloud business were higher than they had been in 5 years. Simultaneously, operating margins and operating income saw the strongest increase in 10 years.

    On April 20, SAP announced the spin-off of its financial services business. With the new partner Dediq, a new company is to be formed in which SAP will hold 20%. Dediq is to invest EUR 500 million in the project.

    The new Company is expected to respond better and faster to the changing needs of the banking and insurance industry and cover the core areas of the business. The project is scheduled to start in January 2021. Next, the share should close the gap at EUR 122.60 in chart terms.

    TUI - Hoping for the summer business

    TUI was hit hard by the Corona Crisis, as was the entire tourism industry. Since the low of March 16, 2020, at EUR 1.48, the share price has recovered over time to EUR 5.47 on February 25 this year. Since the 3rd wave, the share has come back and is currently stuck at the 50 moving average. The main question at the moment is whether the summer business is going to go well. Nobody can say with certainty at the moment. Some German politicians see a reason to hope that there may be vacation travel. Others are somewhat dampening expectations.

    The Germans are travel world champions and have a thirst for travel. The EU wants to introduce a vaccination passport, which would lead to a significant upturn in tourism. Nevertheless, it is currently still pure speculation what will happen in Germany in the summer. The world looks different in England. The British are much further ahead with their vaccination campaign than we are and they are TUI's second-largest market after Germany. In England, the chances of a vacation in the summer are much better. Friedrich Joussen, CEO of TUI AG, recently confirmed this view publicly on British television. The British are expected to be allowed to travel again from May 17. TUI Cruises has already published its first cruise dates.

    What remains is the question of the share's potential. The fact is that there is a dilution that should not be underestimated due to the state aid, an almost non-existent cash flow and convertible bonds. At the beginning of April, TUI AG placed a EUR 400 million convertible bond. In principle, the board could issue another EUR 1.6 billion in convertible bonds. Anyone who believes that the pandemic will end quickly can participate in the upswing in the tourism industry with TUI.


    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

    Armin Schulz

    Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

    About the author



    Related comments:

    Commented by Juliane Zielonka on September 30th, 2022 | 10:59 CEST

    Biogen, XPhyto, BioNTech: Alzheimer's disease, depression, cancer - Pharma for life

    • Biotechnology
    • Pharma
    • Investments
    • Technology

    About 350 million people worldwide are affected by depression, a disorder of the brain. Each person also has a 16 to 20% chance of becoming depressed. Reason enough for the Canadian Company XPhyto Therapeutics to research a drug that is not addictive and can defeat the mental health-related medical condition. This week, Biogen, among others, achieved a breakthrough with an active substance against Alzheimer's disease. And if you follow the Bundesliga closely, you may be aware of the cases of testicular cancer among the players. Now BioNTech senses a new opportunity...

    Read

    Commented by Fabian Lorenz on September 29th, 2022 | 13:17 CEST

    Up to 200% share price potential: Kion, BioNTech, Aspermont in analyst check

    • Technology
    • Biotechnology
    • Investments

    The profit warning was a shock for Kion shareholders. Accordingly, the share price halved to EUR 20 in September alone. Now analysts are also slashing their estimates. The price targets for the forklift manufacturer are falling accordingly. Berenberg surprises with a high price target for the BioNTech share. At the same time, the analysts emphasize their hope for a continued generous dividend. Shareholders could thus be kept in good spirits until the next blockbuster. The roadshow of Aspermont in Germany has probably also created a good mood. At least the share price has jumped. The current consolidation could be an entry opportunity. Analysts see a price potential of over 200%.

    Read

    Commented by Carsten Mainitz on September 29th, 2022 | 12:01 CEST

    Verbio, Kleos Space, KWS Saat - This news is moving share prices!

    • Space
    • Technology
    • Investments

    Increased uncertainties in geopolitics, rampant inflation with exploding commodity and energy prices, and higher interest rates are making it increasingly difficult for companies to meet the forecasts they issued at the beginning of the year. Recent examples include battery manufacturer Varta and real estate financier Hypoport, which had to withdraw their annual targets. In addition, however, a number of companies have been able to surprise on the upside despite all the challenges.

    Read