Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)


Interview Clean Logistics: Hydrogen challenge to Daimler + Co.

Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".

Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".

26. April 2021 | 07:00 CET

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

  • Investments
Photo credits:

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 by André Will-Laudien
ISIN: US69608A1088 , US4592001014 , US0378331005 , DE000A2GS609



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

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.


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

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:

14. October 2021 | 07:46 CET | by Stefan Feulner

SAP, Kleos Space, Ballard Power - Igniting like a rocket

  • Investments

The storage and processing of data will be one of the themes of our society for the coming years. Big Data will create scientific advances and innovations, increasing the competitiveness of both science and companies across industries. Already today, innovative startups are working on the processing of larger amounts of data using artificial intelligence. The potential is enormous, the predicted growth rates gigantic.


11. October 2021 | 11:30 CET | by Armin Schulz

Allianz, wallstreet:online, Commerzbank - Quo vadis stock markets?

  • Investments

The markets are highly nervous at the moment. First, the Corona numbers went up again, then the Chinese real estate giant Evergrande was on the verge of collapse, and the supply chains are still not back in step. The result was falling indexes. That automatically leads to more fear, as the Fear and Greed Index also showed. Last week, the market calmed down slightly, and the fear index dropped from 27 to 34 points. In Germany, there is also the fact that more people have dabbled in equity investments due to a lack of interest rates. According to the Global Wealth Report, the purchase of securities grew by 65%. Many of the newly added shareholders know only rising stock markets. Consolidation would not hurt the market. On the other hand, there is hardly any alternative to investing money at the moment. It remains exciting.


11. October 2021 | 10:26 CET | by Stefan Feulner

Deutsche Post, Memiontec, Bayer - Here is where the action is

  • Investments

After heavy losses in recent weeks - the DAX losing more than 1,200 points at its peak and briefly slipping below the 15,000-point mark - the mood is brightening again. The German benchmark index, now made up of 40 members, is back on track for a year-end rally despite concerns about stagflation. The 16,000 peak beckons once again. Individual stocks are likely to outperform in the final weeks of the stock market year based on the recently reported fundamental data.