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April 20th, 2022 | 11:34 CEST

SAP, Kleos Space, TeamViewer - Profiting from technological progress

  • Space
  • bigdata
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It is a first in world history. The currently ongoing Ukraine conflict is the first major war in which commercially available satellite imagery plays an important role in providing information about troop movements, military buildups in neighboring countries, and refugee flows. These images are provided by private satellite companies, which provide global geolocation data as a service using AI-powered technology and deliver it to customers such as governments, intelligence agencies or insurance companies. The market for satellite-based data is growing enormously, and company valuations still promise significant upside potential.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: SAP SE O.N. | DE0007164600 , KLEOS SPACE CDI/1/1 | AU0000015588 , TEAMVIEWER AG INH O.N. | DE000A2YN900

Table of contents:

    Kleos Space - Next level reached

    Parallel to the launch of its third satellite cluster, the share price also rose into higher spheres. After a correction of more than 30% in this stock market year alone and a low of EUR 0.34, the share price peaked at around EUR 0.50. At EUR 0.52, a broad resistance zone awaits. Should this be broken, the high for the year at EUR 0.71 should be mentioned again as a target corridor. The analysts at First Berlin believe that the data-as-a-service company is worth AUD 2.60, which would mean a more than fourfold increase to EUR 1.77. The launch of the third Kleos service is expected to result in a further increase in the share price.

    With the launch of the third Kleos satellite cluster onboard SpaceX's Transporter-4 mission, global data coverage capacity has been increased by 119 million sq km per day. In addition, the Patrol Mission satellites have additional spectrum sensing capabilities that enable geolocation of X-band radar transmissions in the 8500-9600 MHz range. X-band maritime radar is typically used for collision avoidance aboard ships, even when positioning systems such as the Automatic Identification System (AIS) are turned off. The deployment will grow Kleos' constellation in low Earth orbit to 12 satellites and increase average daily overflights over key areas of interest to its customer bases, such as the area between 15 degrees north and south latitudes of the equator, to about five times per day.

    Vincent Furia, CTO of Kleos, said, "Each new cluster has greater data acquisition and geolocation capacity. The addition of X-band geolocation capability will provide customers with greater consistency and accuracy, allowing them to locate vessels emitting X-band radar signals, such as those involved in illegal activities and evading automatic identification systems (AIS). While our initial Scouting Mission satellites focused on mid-latitudes, including the South China Sea, the Vigilance and Patrol satellites expanded our capabilities and provided global coverage. Additional clusters increase the volume of geolocation data available to our customers and its value in establishing livelihoods and better detecting illegal activities such as drug and human smuggling, border security issues, and piracy."

    The fourth cluster is scheduled to start as early as the second quarter. As a result, the data packages, which are processed into finished data packages with the help of AI-supported technology, are even more valuable for customers such as government, authorities, insurance companies, coast guards or shipping companies. Currently, the stock market value of Kleos Space is EUR 70.72 million. Given the geopolitical situation, the Luxembourg-based company could play an important role in the near future.

    TeamViewer - Trending south

    After the downturn due to several downward forecast adjustments, the share price of TeamViewer, a company that develops software for remote access and remote control and maintenance of computers and other end devices, is not getting back on its feet. The Goeppingen-based company is currently trading at EUR 12.66, and the trend is again pointing towards the year's lows at EUR 11.43. If this support does not hold, the next test would be the all-time low at EUR 10.71. Strong figures for the first quarter, expected on May 4, could provide relief.

    Operationally, TeamViewer recently announced that its connectivity solution is now integrated into SoftBank Commerce & Service's professional drones. The images or video captured by the drone can be streamed seamlessly to multiple, remotely connected devices via a 4G or LTE cellular network. Images from other devices, such as infrared cameras for temperature measurements or LiDARs, can also be transmitted and streamed via the solution. "Streaming aerial imagery in real-time enables people in different parts of the world to collaborate efficiently in exploring remote locations," says Sojung Lee, president of APAC at TeamViewer.

    SAP - On the cutting edge

    The chart situation could also be better for the Walldorf-based software group. At EUR 96.32, the stock is trading just above its low for the year at EUR 94.48. A drop below this level would likely result in a test of the EUR 90 mark.

    The fact that SAP is likely to say goodbye to Russia is not very conducive to rising prices. Sales have already been stopped, but the DAX company could withdraw completely. "We are examining how to make the structured withdrawal from Russia," Supervisory Board Chairman Hasso Plattner told "Handelsblatt". Despite the tense situation, Warburg Research analysts see a buy candidate and reiterated the price target of EUR 135.

    Satellite-based technologies are playing an important role for the first time with regard to the Ukraine conflict. In this context, companies such as Kleos Space deliver data packages to customers such as governments or intelligence agencies and are likely to profit in the future. For TeamViewer and SAP, there is danger in the short term due to the technical situation.

    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

    Stefan Feulner

    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.

    About the author

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    Commented by Nico Popp on April 12th, 2022 | 18:33 CEST

    The biggest crisis since 1945: Rheinmetall, Kleos Space, Airbus

    • armaments
    • Space

    Foreign Minister Annalena Baerbock has spoken out in favor of supplying "heavy weapons" to Ukraine. For years, arms deliveries were a thorn in the side of the Greens. It is remarkable that Baerbock, who has always been considered "Realo", is now even counted among the "hawks" on the big international political stage. Even though critics from all ranks may interpret the move negatively, Baerbock is demonstrating pragmatism and toughness. These qualities could be the key to de-escalation in the most profound crisis since World War II. We examine the current economic climate and look at three companies and their shares.


    Commented by André Will-Laudien on March 28th, 2022 | 13:40 CEST

    Rheinmetall, Hensoldt, Kleos Space - These stocks have the Ukraine perspective!

    • Space
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    No one would have thought that the sense of peace and security that Europe has built over the past 75 years could dissolve in just 4 weeks. The war in Ukraine is taking on unimagined traits, with threats between East and West intensifying at what feels like 24-hour intervals. With each verbal attack by Joe Biden, communications become tighter and more threatening. What will our world look like after another 4 weeks? We do not know. At any rate, the capital markets are trying to price in the consequences of the war. They are still relatively optimistic, possibly even too positive, considering the enormous inflationary pushes and the still unclear economic effects. We look at some price outliers in this explosive environment.


    Commented by Armin Schulz on March 23rd, 2022 | 12:01 CET

    Rheinmetall, Kleos Space, Lufthansa - Which shares benefit from the war-related supply chain problems?

    • Space
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    Supply chain problems began in earnest with Corona, and just when it seemed the situation was returning to normal, the Ukraine conflict started. We are already seeing the effects in the supermarket today. Once again, no toilet paper, and you also have to be lucky with cooking oil, pasta and flour. But the industry is also suffering, with the automotive, pharmaceutical and chemical sectors being particularly affected. It is not only due to a lack of materials but also to longer transport routes, as Russia, for its part, has closed its airspace to foreign machinery. Imports from China thus have a longer route - the only alternative remains shipping, which in turn is significantly slower.