Close menu




September 2nd, 2021 | 12:58 CEST

Nordex, Talkpool, HeidelbergCement: Construction goes green and digital - Investors profit

  • Investments
Photo credits: pixabay.com

Do you know what all electrical appliances have in common? They have become smaller and smaller over the years. Advances in electrical engineering and digitization have ensured that even complex devices have become smaller and smaller while at the same time being powerful and more energy-efficient. As a result, numerous possibilities have opened up - for example, in the area of the Internet of Things. The interplay of sensors and small electronic devices offers users new possibilities, saves money, and protects the environment. We present three titles on the topics of the Internet of Things and environmental protection.

time to read: 3 minutes | Author: Nico Popp
ISIN: NORDEX SE O.N. | DE000A0D6554 , Talkpool AG | CH0322161768 , HEIDELBERGCEMENT AG O.N. | DE0006047004

Table of contents:


    Nordex: Sensors help save

    Wind turbine manufacturer Nordex is a familiar name on the trading floor. But the Company and its products have undergone an evolution. Years ago, people were not quite sure about wind energy, but today the solutions from Nordex are part of the energy mix as a matter of course. In order to maintain complex turbines, which are often installed offshore, smart solutions are essential. If sensors make it unnecessary for technicians to make the arduous and expensive journey to a wind turbine, a lot has already been achieved. If sensors continuously collect data and "think for themselves," that is the jackpot for a company like Nordex. For example, Nordex relies on sensors that can detect and report icing on wind turbines. Then heating elements kick in, guarantee operation and prevent worse.

    Sensors and the digital evaluation of usage data can also help store electricity or feed it into the grid at a later stage. Nordex has suffered a bit on the stock market over the past three months. The market does not seem to like the low profitability. However, the order books are full, and the Company is well-positioned in a promising sector. Investors should nevertheless wait for a bottom to form.

    Talkpool: Green technology boosts margins

    One company that aims to successfully bring together the topics of the Internet of Things and sustainability is the Swiss Talkpool Group. Talkpool offers various solutions around climate protection and energy-saving and takes an intelligent approach throughout: Sensors monitor the indoor climate, for example, and help improve air quality and reduce water and energy consumption. Talkpool also offers solutions for detecting water damage to buildings at an early stage. In this way, significant damage can usually be avoided. Studies show that digital design and construction are on the rise - as a survey by PwC shows, 79% of construction companies want to use these innovative methods. But only less than 20% already have a strategy for implementing this step. Although digital processes in construction do not yet mean the use of smart products, the associated revolution is likely to significantly increase the willingness to break new ground with sensors and other equipment. Last but not least, climate protection is in vogue and many building owners want a smart home.

    In addition to building solutions, Talkpool also focuses on making cell towers more climate and environmentally friendly. To this end, Talkpool is using a new type of anchoring system that uses less concrete. The Company is also working on better integrating the masts, often perceived as visually disturbing, into the environment. Around 5G, the demand for radio masts and their sustainable use is likely to increase. Talkpool's shares have only been listed on a German stock exchange for a few months and usually trade in Sweden. There, the share price has moved sideways over the past few months, although the Company has been growing successfully for some time. Sales climbed by 28% in the second quarter and the margin also increased significantly from 3.7 to 6.1%. The response of potential customers to Talkpool's solutions is also said to be positive. Investors should keep the stock on their radar. It is quite possible that the share price will also pick up soon.

    HeidelbergCement: Why an app?

    One share that can also benefit from the construction boom is HeidelbergCement. The Company focuses on building materials and, at first glance, has little to do with digital solutions. But this impression is deceptive: With the OnSite app, the Company has presented a solution intended to better connect construction companies and architects in the future. The goal: more efficient processes, fewer errors, more time, lower costs. This digital fantasy has not yet infected the share - over three months the value has lost 1.4%. That it will ever get that far is also rather unlikely. Cement and concrete still play the leading role at HeidelbergCement, accounting for more than 80% of sales.


    HeidelbergCement clearly shows where the direction in construction is heading: Construction is becoming more digital. Providers of regenerative solutions, such as Nordex, are also focusing on sensors and innovative data analysis. However, stocks like Talkpool could be more attractive for investors: Here, low valuations and a business that seems to be really taking off is enticing.


    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

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Stefan Feulner on March 20th, 2023 | 09:37 CET

    Evotec, Defence Therapeutics, Morphosys - Movement in the biotech sector

    • Biotechnology
    • Investments

    Is a new wave of takeovers starting in the biotech sector? Already last year, acquisitions by Big Pharma were expected to increase, but these largely failed to materialize. However, this could accelerate in the current year. On the one hand, pharmaceutical companies, such as vaccine manufacturer Pfizer, have deep pockets and need new innovations for their product portfolio; on the other hand, second-tier stocks are attractive targets due to the strong correction.

    Read

    Commented by Juliane Zielonka on March 17th, 2023 | 19:17 CET

    First Hydrogen, Volkswagen, Daimler Truck - The unstoppable energy transition, who is winning the race?

    • Hydrogen
    • fuelcell
    • Investments

    Canadian fuel cell manufacturer Ballard Power joins First Hydrogen for LCV test drive. The two companies are cooperating to produce the world's first hydrogen-powered vans. According to expert forecasts, the logistics industry will be worth EUR 13.7 billions by 2027. Change at Volkswagen's premium Audi brand is proceeding rather sluggishly. The regulations imposed by the EU are causing problems for CEO Duesmann, who sees it as unrealistic to implement everything that Brussels demands by 2025. Daimler Truck, on the other hand, is looking forward to a major order that will soon get 1.8 million people in the Hamburg metropolitan region moving. The Hamburg-Holstein transport authority signs a major order.

    Read

    Commented by Juliane Zielonka on March 16th, 2023 | 12:07 CET

    Alpina Holdings, Vonovia, Credit Suisse - Real estate market booms in Asia, Europe staggers along

    • RealEstate
    • Investments
    • Banking

    The Silicon Valley Bank knockout is also making its rounds on this side of the Atlantic. Credit Suisse shares are currently reeling, sliding 30% lower, after its main shareholder ruled out further support. This helped drag down all European banks. That is not all. The real estate industry across Europe is also trembling as the EU Parliament has passed a resolution for the compulsory renovation of all houses. By 2050, all buildings in Europe are to be climate-neutral. As early as 2028, only buildings that are considered "emission-free" are to be allowed to be built. Existing buildings will have to be refurbished if they are deemed to be in poor condition. That means immense renovation costs for the Vonovia real estate group, which is suspected of corruption. The Singapore-based company Alpina Holdings is in a better position here. The Company builds and manages both public and private properties in the Lion City. Read here what this means for investors.

    Read