September 22nd, 2022 | 10:25 CEST
Moderna, BrainChip Holdings, Infineon - And the winner is?
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
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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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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.
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