Close menu

May 22nd, 2023 | 09:55 CEST

Now things can move very quickly: Amazon, Deutsche Bank, Defence Therapeutics

  • Biotechnology
  • Banking
  • Investments
Photo credits:

The DAX is close to its all-time high, and the S&P 500 and Nasdaq-100 have also made up considerable ground recently. Although the markets are still marked by uncertainty, there are initial positive signals - the indices speak a clear language, although there are still stragglers. We explain how close the next rally is and which stocks could recover significantly in the short term.

time to read: 3 minutes | Author: Nico Popp

Table of contents:

    Amazon: An AI profiteer in the long term

    The Amazon share is still trading well below its all-time high of USD 188.65. Investors recently only had to pay around USD 116 for a share. Just a few months ago, the stock was only trading in double digits. Some analysts, such as Michael Hartnett from Bank of America, recently warned of an AI bubble in tech stocks. According to the analyst, coupled with rising interest rates, this would suggest an exit from technology stocks. But while US key interest rates are now slightly above the level of inflation and the banking system in the US is under pressure, there is much to suggest that the number of interest rate steps still to come is limited on the upside. Instead, an end to quantitative tightening could soon be a harbinger of interest rate cuts in the coming year. The headwinds for tech stocks announced by the Bank of America are, therefore, unlikely to be more than a gentle breeze.

    Although smaller AI stocks are probably already more than ambitiously valued, Amazon remains a different calibre: regardless of short-term hype, the retail giant, which has long been present in our living rooms, should benefit greatly from AI. One only has to think of support staff, whose jobs should become much more efficient with the help of generative AI. The weak sales of the past quarters are also likely to be only temporary - Amazon's market power is too great, and its market position too solid. Any hint of an "AI correction" could be an opportunity for prospective Amazon shareholders.

    Deutsche Bank: Stay vigilant despite the jubilant mood

    The Deutsche Bank share also celebrated a small comeback recently. At last week's annual general meeting, the incumbent management even earned praise. A return of 9.4% on tangible equity convinced investors - with the biggest profit in 15 years, there is nothing to complain about. Nevertheless, how the bank will perform in the current year remains to be seen. The uncertainty in the banking system and the temporary risk premiums that even Deutsche Bank had to take on the market could impact the figures. However, all this remains pie in the sky, given a 50% higher dividend. The market could celebrate the Deutsche Bank share even further - but investors should remain vigilant.

    Defence Therapeutics: Numerous projects against cancer

    Vigilance is also worthwhile when it comes to the Defence Therapeutics share. The biotech company was one of the high flyers on the market in the first quarter of the year. Not without reason: the Company has numerous options for commercial products thanks to its patented Accum™ technology. Accum™ helps active substances or vaccines to work better within cells and appears to be universally applicable. Comparative studies are currently underway to see if Accum™ can assist mRNA vaccines. Accum™ could be an additional option alongside existing adjuvant technologies, such as those used by BioNTech in its COVID-19 vaccine. In parallel, Defence Therapeutics is also working on vaccines against various types of cancer. Here, too, Accum™ plays a central role. In potentized form, the technology is also intended to act as a chemotherapeutic agent under the brand name AccuTOX™ - a Phase I study is currently being prepared in cooperation with the renowned City of Hope hospital in the greater Los Angeles area. The fact that Accum™ is a technology to be taken seriously is also shown by the cooperation concluded this year between Defence Therapeutics and the medical division of the French nuclear group Orano. Both companies plan to use the Accum™ technology as a radionuclide-antibody conjugate.

    The share has weakened over the past weeks and is currently trading at around EUR 2.00. Operationally, however, Defence Therapeutics remains on track. Despite the speculative nature of the share, the value should have potential given the many options for successful commercialization. The prospect of at least slightly falling interest rates should do growth companies good per se. While stocks such as Amazon and Deutsche Bank currently offer the prospect of solid profits, Defence has the potential to be a high-flyer. However, investors should not ignore the associated risk.

    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 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

    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 Juliane Zielonka on June 1st, 2023 | 09:30 CEST

    BioNxt Solutions, Bayer, Palantir - AI is dominating the market at breathtaking speed and ensuring high returns

    • Biotechnology
    • Pharma
    • AI

    Tech investors have suffered heavy losses over the past year. But tech in pharma and security in defence enables entirely new future scenarios whose precise developments are worth examining more closely. For example, gentler and more effective new ways that benefit patients are emerging in the drug delivery market. At the forefront is the Company BioNxt Solutions, which specializes in innovative transdermal patches whose active ingredients literally go under the skin. In Germany, the biotech company cooperates with a German pharmaceutical partner. New times are now dawning for Bayer as well. Under the new reign of CEO Bill Anderson, digital health seems to have finally found its positioning in the Consumer Health division. There, the Company is to cooperate with exciting start-ups that collect and analyze consumer data. When it comes to networking and interpreting data using AI, one company in particular stands out at the moment. Palantir is moving out to "dominate the entire market." How? Find out in the comments below.


    Commented by Fabian Lorenz on June 1st, 2023 | 08:45 CEST

    JinkoSolar, BioNTech and First Phosphate with important updates: This is what moves the shares

    • Mining
    • phosphate
    • photovoltaics
    • Biotechnology

    The energy transition is moving forward. In Germany, the traffic light government seems to have agreed on a new heating law. In the US, the agreement between Democrats and Republicans on the debt ceiling is a good sign for the industry because the promotion of environmentally friendly technologies depends on it. JinkoSolar and First Phosphate, among others, should benefit from this. Both companies have published important updates. There is also important news at BioNTech. However, these are not so positive. When will there be new impulses for the share?


    Commented by André Will-Laudien on May 31st, 2023 | 08:30 CEST

    Biotech in turnaround mode! BioNTech, Defence Therapeutics, MorphoSys, Formycon - Take a close look at these shares!

    • Biotechnology
    • Pharma
    • vaccine

    Since the major pandemic wave in the biotech sector, most industry players have had to come to terms with normality again. Scolded investors quickly learned their lesson and are now looking warily at an industry that experienced its heyday between 2019 and 2021. Today, it is no longer the small announcements of hope that lead to significant price swings. After months of sell-offs, however, the sector is stabilizing for the first time, and some protagonists can report minor progress. When the sector trend weakens, selection is the trump card. Here are some suggestions.