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May 22nd, 2023 | 09:55 CEST

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

  • Biotechnology
  • Banking
  • Investments
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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.

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    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 December 7th, 2023 | 07:00 CET

    New developments in the healthcare market: Cardiol Therapeutics, Amazon and Bayer shares in focus

    • Biotechnology
    • Pharma
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    Cardiol Therapeutics, a clinical-stage life sciences company focusing on therapies for heart inflammation, has secured a renowned clinic to advance its Phase II MAvERIC-Pilot study. This study, focused on combating recurrent pericarditis, promises to provide sound approaches to improve the quality of life of affected patients. Amazon has been dabbling in the healthcare sector since 2015 and is gradually conquering the telemedicine market. The path to telemedicine for Prime members, through the acquisition of companies such as "One Medical" and "PillPack", poses challenges. In contrast, Bayer is once again caught in the crossfire of legal disputes. The recent glyphosate trial loss before a jury in Philadelphia calls for a strategic realignment. At the same time, Bayer is attempting to provide new impetus in the area of women's health through a partnership in the field of hormonal contraception. Find out which development holds promise here.


    Commented by Fabian Lorenz on November 30th, 2023 | 07:10 CET

    Biotech Alert! Morphosys, Bayer, BioNTech and Defence Therapeutics

    • Biotechnology
    • Pharma

    Morphosys is not for the faint-hearted. After unclear study results, the stock gave up its annual gains within a few days. Analysts are also divided on what the future holds. On December 10, the study details will be released, hopefully shedding light on the situation. Bayer shareholders are currently seeing dark clouds. The stock plummeted from EUR 40 to EUR 30 in a short time. Is the dividend now at risk, or is the entire company in jeopardy? There is a slew of positive news for Defence Therapeutics. Can the stock break out of its sideways trend? A potential partner for the Canadians could be BioNTech. The German biotech favourite is working with full coffers on cancer vaccines. However, analysts remain cautious.


    Commented by Armin Schulz on November 29th, 2023 | 06:30 CET

    MorphoSys, Cardiol Therapeutics, Bayer - Where will the rebound start first?

    • Biotechnology
    • Pharma

    2023 was a challenging year for pharmaceutical and biotech companies. After the boom years of the Corona pandemic, many companies went into a tailspin. But not just vaccine manufacturers were hit; others were dragged down too. The markets are currently volatile. MorphoSys has seen a peak gain of 145% since the beginning of the year - but is currently only up 35%. Cardiol Therapeutics has also gained over 140% and has recently consolidated. The share is currently up 74% since the beginning of the year. Only Bayer's performance curve is pointing downwards. The share is currently worth 34% less than on January 2. We look at where the rebound will start first after the consolidations.