Menu

Recent Interviews

Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


28. December 2020 | 10:34 CET

Nio, GS Holdings, Geely - it goes on!

  • Investments
Photo credits: GS Holdings

China's economy grows and grows. According to the Centre for Economics, the Middle Kingdom will replace the USA as the world's largest economy as early as 2028. The accelerating effect is that Asia is coming out of the Coronavirus Crisis faster and better than Europe or the USA. Thus, the economic results favor the Chinese and the emerging tiger economies such as Taiwan, Hong Kong, and Singapore. Here, there are numerous companies with disproportionate growth opportunities for the coming years.

time to read: 2 minutes by Stefan Feulner


 

Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

About the author


Well positioned

The rapidly growing prosperity in parts of Asia is also changing the food industry significantly. The demand for new concepts in the foodservice and lifestyle sectors is increasing. And this is precisely where the Singapore-based investment Holding Company GS Holdings comes in. GS Holdings separates its business activities into 2 areas. The F&B Business division includes investments as well as the management of restaurants or cafés.

In addition to management, new brands, concepts and franchise models are also developed here. Currently, GS operates three food courts in Bukit Batok and Sungei Kadut Way, a halal restaurant in Singapore and a famous chicken rice restaurant under the brand "Sing Swee Kee". In addition to Swing Swee Kee, the fast-growing "Raffles Coffee" brand is another drawing card in the franchise portfolio.

Two pillars

The second division, BOP, handles branding, operations and services for the F&B and healthcare industries. Here, the subsidiary Wish Hospitality is one of the largest providers in Singapore. In addition to management tasks, its offerings include operational support, recruitment and employee training. The BOP segment has already expanded into the growth markets of Brunei, Malaysia and Indonesia. GS Holding shares have also been traded in Germany since the beginning of December.

Smart partnership

A great honor for the Chinese electric car maker Geely; none other than the German flagship Daimler has formed a joint venture with the Chinese and moved production of its small car, Smart, to China. Although production has already been switched to electric motors for the Fortwo and Forfour models, the Smart is currently still manufactured with partner Renault in France and Slovenia. From 2022, everything except the design department will move to China.

To the next level

The Smarts produced in China in the future will be based entirely on an electric platform currently under development at Geely. As Smart brand manager Lescow revealed to the Frankfurter Allgemeine Zeitung, the first Chinese model will be a compact SUV. In addition, "various models with different ranges" are to be developed with the Chinese. Lescow also stated that the brand should radiate "more premium" and meet more upscale demands. However, a transition to a luxury brand is not an issue, he said.

Strong outlook

The majority of analysts continue to be optimistic about the share. Macquarie raised its forecasts and increased the price target from HKD 14.5 to HKD 28.4. The rating is now "buy". The reasons include better-than-expected pricing trends, a solid product cycle, including the new generation Boyue and Emgrand, and its rising earnings momentum. In addition, experts generally see a continued substantial increase in demand for electric vehicles. In addition to Geely, the competition is also continuing to expand. For example, Nio plans to target the European market in the second half of 2021 at the latest.

New models from January

To further close in on competitors such as Tesla or Xpeng, Shanghai-based electric carmaker Nio is coming around the corner with a product expansion. The first electric sedan model is to be unveiled on January 9, 2021, Nio Day. The electric sedan is to feature two electric motors on the front and rear axles as already known from earlier press reports. In addition to the sedans, however, the Company says it is also developing other models. Nio plans to launch at least one new model per year. In addition, the use of battery swap stations will be further boosted.


Author

Stefan Feulner

The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.

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:

21. January 2021 | 12:14 CET | by Nico Popp

Varta, wallstreet:online, TeamViewer: These trends are sustainable

  • Investments

Trends come and go. When everyone suddenly had to switch to their home office in March of last year, TeamViewer's stock was considered an absolute future stock. But times have changed. Home offices have become the new normal and are no longer sweeping anyone off their feet. Instead, the hot topics are electromobility and stock market trading. We present exciting stocks with a sustainable perspective.

Read

20. January 2021 | 08:49 CET | by Stefan Feulner

NIO, RYU Apparel, Tencent - it's the perfect turnaround!

  • Investments

The Corona Crisis has hit traditional retailers especially hard. Social segregation, curfews, and other measures to control the virus's spread have made it difficult or even impossible to shop in stores or shopping malls. As a result, the majority of consumers have adjusted their online purchasing behavior. The trend to continue shopping online even after the pandemic will remain strengthened by better online offerings. The challenge for brands now is to increase their online visibility.

Read

15. January 2021 | 10:37 CET | by Stefan Feulner

dynaCERT, wallstreet:online, Rock Tech Lithium - things are just getting started!

  • Investments

The world is continuously changing and fast. Since the Corona pandemic, it has become clear to everyone that one needs to adapt to the circumstances. Companies that adapt and innovatively expand their business models for the future will come out on top. Others that cling desperately to old structures and technologies will disappear, regardless of the industry.

Read