April 7th, 2021 | 09:10 CEST
Palantir, wallstreet:online, NanoRepro - Profit from the correction!
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The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.
wallstreet:online - In the midst of growth
One of the winners of the Corona Crisis were online brokers. Many people, especially the younger adults, used #WirbleibenzuHause to get involved with shares, funds, ETFs and Co. According to the German Stock Institute, there were 28% more shareholders in 2020 than the year before. Especially among those under 30, stocks seem to be right on trend at the moment. A total of 600,000 young adults ventured into the market, an increase of almost 70% compared to the previous year. In addition to the pandemic, neobrokers, with their mobile-first strategy, were the main reason a new generation of investors established itself in the capital market.
In the mobile sector, Smartbroker, founded in 2019 and belonging to wallstreet:online AG wants to catch up with the neobrokers. Through an innovative smartphone app, the Berliners wish to increase both customer growth and transactions made significantly. Thus, the number of customer deposits is expected to increase by 120,000 to 200,000 this year. Despite the rapidly growing portal business - wallstreet:online is the absolute market leader with sites such as wallstreet-online.de, finanznachrichten.de and ariva.de - Smartbroker is set to become the growth driver of the future. As early as 2021, 40% of the Group's total revenue is to be generated from the transactional business and around 60% from advertising income.
The analysts at GBC AG expect wallstreet:online AG to generate an EBITDA of almost EUR 20 million in 2021 and see the stock as a buy candidate with a price target of EUR 29. Currently, the share price is still in the consolidation phase and is quoted at EUR 18.70 after the all-time high of EUR 29.70 in mid-February. The bottoming phase will be completed once the resistance at EUR 21 has been overcome. In the long term, the growth stock offers good opportunities for above-average returns.
Palantir - Buy the dip!
Rarely do investor opinions differ as strongly as they do with the US data analysis Company Palantir Technologies' stock. For some, it is the next big thing after Tesla, and for others, it is far too expensive and too opaque. On "WallStreetBets," a forum on the Reddit community, Palantir even overtook GameStop as the "most discussed stock" at times. The US Company, which lost more than 30% of its value in recent weeks due to its weaker-than-expected quarterly figures and the end of the lock-up period for existing shareholders, was now able to announce another significant government contract.
The Company has signed a five-year contract worth USD 89.9 million with the National Nuclear Security Administration NNSA, part of the United States Department of Energy. In return, Palantir will provide digital security and analytics capabilities for an NNSA nuclear security project. Under the terms of the contract, NNSA will use Palantir for "effective knowledge management and data-driven decision making" as part of a more extensive security, analytics, forecasting and evaluation reporting project, also known as SAFER.
The positive news sent shares trading up as much as 4% to the current USD 23.44. From a chart perspective, a sustained break above the USD 25 mark would be a liberating blow.
NanoRepro - The winner of a sustainable trend
Being in the right place at the right time is especially true for NanoRepro AG. Before Corona, the Marburg-based Company was active in the field of self-diagnostics and had 25 rapid tests in its portfolio - including an HIV test, two pregnancy tests and five others purely for medical use. Corona and its entry into the field of rapid antigen tests rewrote the Company's history.
CFO Stefan Pieh has released forecasts for 2021. This sees at least EUR 250 million sales volume based on Corona's B2B rapid antigen tests to date and its partnership with ViroMed. Possible larger orders from abroad or orders in the currently not yet approved saliva test for the end customer area are only included to a small extent in this scenario.
Overall, a sales volume of EUR 400 million is possible. In addition to its operational activities, which are currently strongly focused on the sale of Corona's rapid antigen tests, NanoRepro is presently evaluating several promising products from the medical/healthcare sector for the expansion of its business base after "Corona." In our opinion, NanoRepro's business model with Corona rapid tests should continue for a long time. Life without a mask and testing seems unlikely at the moment, even after the virus has been contained. One should use more significant setbacks to enter the share.
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