Close menu




September 22nd, 2022 | 10:25 CEST

Moderna, BrainChip Holdings, Infineon - And the winner is?

  • chips
  • AI
  • Technology
Photo credits: pixabay.com

For many years now, the Boston Consulting Group (BCG) has been selecting the 50 most innovative companies in the world. A few days ago, the hit list was published for the sixteenth time. The top ranks are occupied by Apple, Microsoft, Amazon, Alphabet and Tesla. German companies are only found with Siemens from rank 20. Innovations play an important role for investors because they enable competitive advantages, which sooner or later translates into rising share prices. But global companies are not always the only ones to be considered; it is often lucrative to look at the second tier.

time to read: 2 minutes | Author: Carsten Mainitz
ISIN: MODERNA INC. DL-_0001 | US60770K1079 , BRAINCHIP HOLDINGS LTD | AU000000BRN8 , INFINEON TECH.AG NA O.N. | DE0006231004

Table of contents:


    Moderna - At the end?

    The US biotechnology company focuses on the research and development of therapeutics and vaccines against cancer, infectious, autoimmune and cardiovascular diseases. Moderna is one of a small group of Corona vaccine manufacturers worldwide that received a windfall from the pandemic. The Company is ranked 7th in BCG's list of the world's most innovative companies - impressive.

    Moderna earned USD 13.3 billion in the past fiscal year, or USD 28.3 per share! For the current fiscal year, analysts expect a slight drop in earnings to USD 26.4 per share. The share is thus listed with a P/E ratio of only 5. All in all, the experts are optimistic about the stock and believe it has an upside potential of 66% over the next 12 months.

    Recently, however, the share came under pressure because of statements by US President Joe Biden. Biden had recently declared an official end to the Corona pandemic. Since this position probably reflected more wishful thinking than reality, the shares are recovering. Even if the vaccine boom is waning, it should not be forgotten that Moderna is active in many other fields.

    BrainChip Holdings - Unique

    The Australians are the world's first commercial manufacturer of neuromorphic AI hardware. The processor, called "Akida," features ultra-low power consumption, high performance, and a combination of neuromorphic design principles and advanced machine learning algorithms. The use of neuromorphic architecture, a type of artificial intelligence inspired by the biology of the human brain, makes all the difference.

    Experts rank this as the most efficient solution ever produced. The very property of independent learning opens up many fields of application that will be important in the future - the Internet of Things, autonomous driving and robotics are among them. The Company is still operating at a loss, but commercial production is continuously picking up speed strongly, with the mass market as the next target.

    Most recently, BrainChip shone by being accepted into global semiconductor giant ARM's AI Partner Program. The ecosystem of hardware and software specialists, which is designed to enable developers to create the next generation of AI solutions, forms another building block in market penetration. The Company is currently valued at the equivalent of EUR 1 billion. Analysts see great potential and believe the stock has a further upside of 83% on average.

    Infineon - Better than the competition

    The danger of an intensifying technology dispute between the USA and China is currently weighing on the prices of chip manufacturers. This also includes the shares of the former Siemens subsidiary. As one of the world's leading suppliers of semiconductor solutions, the Group recently benefited from a strong automotive business, the weak euro and an advantageous price mix.

    This constellation helped the chipmaker to exceed market expectations in the third quarter, just as it had done in the previous two quarters. This clearly sets the Germans apart positively from competitor Nvidia. In the last quarter, Nvidia missed the sales expectations of stock analysts and set the mood of the stock market for continued weak business.


    Innovations, products, and solutions based on them form the basis for business success and rising share prices. That is what investors should focus on. Moderna and Infineon are good vehicles for those who want to invest in large corporations. Things get particularly interesting in the second tier. Here BrainChip Holdings stands out. The Australians have great price potential with their AI chips.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    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.

    About the author



    Related comments:

    Commented by Fabian Lorenz on July 16th, 2024 | 07:15 CEST

    Next share price jump? TUI, Aixtron, and Desert Gold

    • Mining
    • Gold
    • Travel
    • Technology

    Is the Aixtron share about to make its next leap? The shock of the profit warning was digested with a rise of over 10%. Three analysts recommend the share as a "Buy". Desert Gold is also ripe for a new rally. After more than doubling in a short space of time at the beginning of the year, it consolidated textbook style. Will it soon jump to a new yearly high? The Company is certainly not expensive, and experts consider a gold price of USD 3,000 possible. Important drilling results are also on the horizon. TUI is currently performing well operationally. The summer season business is booming, and the bankruptcy of a competitor is providing additional momentum. Nevertheless, the share is trending sideways. Could the purchase of an island be the trigger?

    Read

    Commented by Stefan Feulner on July 9th, 2024 | 07:30 CEST

    ITM Power, Saturn Oil + Gas, Aixtron - Setting the course for the long term

    • Mining
    • Oil
    • renewableenergies
    • Technology

    After the parliamentary elections in France at the weekend, it is not only in politics that the course for the future needs to be set anew. Recent news from oil producer Saturn Oil & Gas revealed that it has taken a major step toward becoming a "midsize producer. Following this significant transaction, several analysts have given the share a thumbs up and see an opportunity for multiplication. The hydrogen sector is also seeing new movement, suggesting that a long-term rebound could be on the horizon.

    Read

    Commented by André Will-Laudien on July 9th, 2024 | 07:25 CEST

    NASDAQ Super Boom! 100% returns still lurk with Alibaba, VCI Global, and Super Micro Computer; Amazon founder sells

    • hightech
    • AI
    • Software
    • computing
    • chips

    Experts expect the use of artificial intelligence (AI) to lead to double-digit productivity gains in digitally configurable processes over the next few years. Not since the introduction of industrial robots have there been such leaps. The major Internet companies have long since prepared themselves for these developments. High computing power, automated sales processes, and a pool of trillions of user data points play into the multinationals' hands. They achieve billion-dollar profits with their networks almost effortlessly. Consumers are served exactly what interests them most and, above all, what they consume regularly. However, not all high-tech shares have been able to take off so far. What should investors pay attention to now?

    Read