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April 26th, 2021 | 07:00 CEST

Palantir, IBM, Apple, wallstreet:online AG - Watch out, now Big Data is flying away!

  • Investments
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It is the decade of digitalization. One of the biggest challenges for any company is to analyze its customer data following existing data protection regulations. Although modern humans now willingly put almost everything online, the commercial use of data in Europe is particularly restricted. Every traveler at the border to Germany, for example, receives a friendly reminder about the applicable Corona regulations, but linking cell phone data and movement profiles is fortunately not permitted in Germany. We take a look at companies that have found their niche in the data jungle.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: US69608A1088 , US4592001014 , US0378331005 , DE000A2GS609

Table of contents:

    Palantir and IBM - Partnership in the AI cloud

    In February, IBM and Palantir partnered to develop the joint Cloud Pak for Data platform. This partnership sealed an alliance between two technology powerhouses that will generate quite a bit of innovation in its breadth. Both companies have big data analytics and artificial intelligence (AI) ambitions and have recognized and market-leading platforms with extensive technological capabilities.

    Palantir was co-founded by German investor Peter Thiel and only went public in the fall of 2020. Since its IPO, the stock has had a rocketing performance. The Company is particularly known for two software projects: Palantir Gotham is used by counterterrorism analysts in the USIC and the United States Department of Defense agencies. Palantir Foundry is used by hedge funds, banks and financial services firms. Expected revenue in 2021 will increase to USD 1.5-1.7 billion, up from USD 742 million in 2019. The main customers for Palantir are public institutions that require highly sensitive data.

    Palantir also recently announced a new partnership with the National Nuclear Security Administration, another government contract. The synergistic partnership with IBM is based on the vision of the new CEO, Arvind Krishna. He wants to focus the Company on its core competencies of artificial intelligence and hybrid cloud. Together with Palantir, a giant for intelligent data analysis is being created. Shares of Palantir and IBM have ended their consolidations, but the highs are still a good 30% away.

    Apple - News from the data octopus from Cupertino

    A committee of the US Senate recently dealt with the app stores of Google and Apple. During the hearing, Apple, in particular, was criticized for allegedly putting its competitors at a disadvantage. The Company denies the accusations. The app stores of the tech companies Google and Apple have been criticized for quite some time. Developers who offer their apps there are concerned about the commission on the profits generated there. Apple and Google keep up to 30% of the sales price of an app for themselves. The providers also enjoy all rights from the data disclosed by the users.

    Apple's Chief Compliance Officer Kyle Andeer did not accept the accusations and defended his Company's practices.
    Now it is getting exciting for the technology giant from Cupertino! On April 28, the figures for the second quarter will be released. Given the uncertainty about the effects of the coronavirus pandemic, the Company did not give a sales forecast in advance. However, Apple expects the revenue margin to increase in the second quarter of fiscal 2021. Analyst estimates currently stand at USD 77.6 billion, which would represent 33% growth from the same quarter of the previous year, with per-share earnings expected to reach 99 cents.

    Apple's revenue is still heavily dependent on the iPhone, which is still by far the most significant contributor to revenue. The iPhone accounted for 59% of net sales in the latest reported quarter, with revenue rising 17.2% year over year to USD 65.6 billion. Strong demand for the 5G-capable iPhone 12 Pro likely drove revenue growth in Q2 despite delayed shipments. Let's see how Apple stock reacts. The 52-high was reached at USD 145 on January 25 and is only about USD 11 away.

    wallstreet:online - Fully on board with Smartbroker

    The wallstreet:online group continues its high growth rate unabated. The Company's transformation into an online broker with an integrated financial community has been sealed since it acquired a majority stake in Smartbroker. "Smartbroker is being accepted by customers," explained Stefan Zmodja, who was CEO of the Company until March 2021. He has now been succeeded in the boss's chair by Matthias Hach, a highly experienced digital banker who had been overseeing the development of comdirect AG as Chief Marketing and Sales Officer since 2018. Comdirect was merged back into Commerzbank AG in November 2020, a reintegration into the group after nearly 21 years of independence.

    wallstreet:online AG now reports a further increase in its Smartbroker stake by acquiring a 19.3% block of shares in wallstreet:online capital AG. The Berlin-based Company will pay EUR 55 per share. With further acquisition transactions in March 2020, the Company's total stake in wallstreet:online capital AG will exceed the 95% threshold following the successful completion of the ongoing owner control process. Both companies have common roots, as the Company has been active in the online brokerage business for 20 years through wallstreet:online capital AG.

    Smartbroker is growing very strongly because of its innovative approach; for example, the platform has also optimally solved the GameStop hype's upheavals. The shares of the games retailer were tradable at all times. Smartbroker is to expand further, according to the plans of the Berliners, who primarily want to use their Internet site as a sales channel for this purpose. From currently 130,000, the number of customers is to grow to 200,000 by the end of 2021. The various product channels are also to be fully integrated by then, generating plenty of financial and structural synergies.

    The w:o share has reached a capitalization of around EUR 308 million. After a 6-week consolidation, the price has turned upwards again above the EUR 21 mark. The combination of financial community and brokerage business speaks for continued strong growth. The outstanding position as an integrated data and trading platform will create many new customer connections in the future.

    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.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

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