Close menu

October 25th, 2021 | 11:28 CEST

SAP, Meta Materials, Intel - Going above and beyond

  • Technology
Photo credits:

The mastery of light, electricity and heat has played a vital role in technological advances throughout human history. Successes in electrical and electromagnetic technology, wireless communications, lasers and computers have been made possible as the behavior of light and other forms of energy has become better understood and how to manipulate it has been developed. Even the current burdensome chip crisis can be eliminated by changing the chemical properties of semiconductors using nanotechnology.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: SAP SE O.N. | DE0007164600 , Meta Materials Inc. | US59134N1046 , INTEL CORP. DL-_001 | US4581401001

Table of contents:

    Pioneering work pays off

    Over the past 20 years, nanostructure fabrication techniques have advanced, leading to a wide range of breakthrough solutions that can control light and heat on a microscopic scale. Some of the areas that have contributed include photonic crystals, nanolithography, and nanoparticle manipulation. From these advances, a new branch of materials science has emerged - metamaterials.

    Metamaterials are composite structures composed of conventional materials such as metals and plastics engineered by scientists to have new or improved properties and composed of many "meta-atoms." Development strategies for metamaterials and functional materials focus on structures that produce unusual and exotic electromagnetic properties by altering light and radio waves in ways that would be impossible naturally. With 149 patents filed, 82 issued, spread across 46 patent families, and eight registered trademarks, Nasdaq-based Meta Materials has gained a distinct competitive advantage through 10 years of research.

    The market for future materials is huge and growing rapidly at an annual rate of almost 24%. By 2030, the market volume is expected to reach USD 10.7 billion. The advantage of these novel materials is that they can be used across industries. Meta Materials has a technology platform that includes the three core competencies of holography, lithography and wireless sensor technology with strong IT networking and artificial intelligence embedding. The Canadians' developed functional films can be sold in the consumer electronics, 5G communications, medical, aerospace, automotive and clean energy segments. The security segment was expanded by acquiring Nanotech Security, a publicly-traded company specializing in nano-imprint lithography. As a result, the customer base will be expanded to include, for example, central banks, which will be able to purchase the developed security features for banknotes.

    Meta Materials already has a stock market value of around EUR 1.14 billion. It is not cheap if one takes the pure valuation ratios with a price-to-sales ratio beyond 300. However, as the market leader in a new growth industry, these parameters are often ignored; think of Amazon or Google at the turn of the millennium.

    Take advantage of setbacks

    With a fast-growing cloud business, the highly encouraging third-quarter figures confirm software giant SAP's strategy shift. "Our strategy is clearly paying off," CEO Christian Klein said in a statement. He said the "Rise with SAP" program, which aims to make it easy for customers to move in and out of the cloud, is driving growth. After a successful start in January, it has continued to receive a great response. Deals with more than 300 customers have been reached in the process, he said. SAP CFO Mucic now expects more than 1,000 contracts by the end of the year.

    After the Walldorf share had already risen sharply when the preliminary figures were announced, profits were realized when the final figures were published last week. Technically, the share price was able to close the gap that had been torn and then turned upwards again in perfect fashion. Fundamentally, SAP is on the right track, and an entry at the current level is quite attractive.

    Shock at Intel

    Intel's share price fell by a double-digit percentage after the publication of the figures for the third quarter. The chip giant is not immune to the semiconductor crisis. The demand for Intel components sank since the clientele could no longer deliver their PCs and servers even because of missing other chips. Sales of notebooks, in particular, fell by 14% year-on-year.

    Besides the fact that competitors such as AMD or Nvidia overtook Intel, and Apple wants to switch to processors from its production, lower than analysts' forecast profit expectations for the future also led to significant losses. In the next two to three years, the US company announced the gross profit margin would be between 51 and 53%. That is well below analysts' expectations, who had predicted more than 56% for this year alone.

    The shortage of raw materials and the bottleneck in semiconductors are some of the dominant issues currently. The development of new invisible materials for future technologies is progressing. Meta Materials is one step ahead of the competition through its patent portfolio. SAP is on track, and Intel is looking to get back on top through new investments.

    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.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    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

    Related comments:

    Commented by André Will-Laudien on June 2nd, 2023 | 08:30 CEST

    Is the Artificial intelligence hype already over? Nvidia, Star Navigation and with good chances of a correction!

    • AI
    • Innovations
    • Technology

    With an eye on rapid technological progress, the EU and the US want to cooperate more in the field of artificial intelligence (AI). "We are determined to make the most of the potential of emerging technologies while limiting the challenges they pose to universal human rights and shared democratic values," the Joint Trade and Technology Council announces. For the accompanying ethics committees, an important issue now comes to the table: what is a machine allowed to do, and what is it not allowed to do? So the current hype could be curbed again somewhat. Have AI values already peaked?


    Commented by Juliane Zielonka on May 25th, 2023 | 07:30 CEST

    Almonty Industries, Palantir, Rheinmetall - Stocks soar on innovative technologies

    • Mining
    • Tungsten
    • Technology
    • Software
    • AI

    The demand for AI is unbroken in the economy. Clothing giant C&A, for example, has now chosen none other than Palantir to optimize its digital sales processes. Rheinmetall, too, seems to be taking unfamiliar paths. The armaments group is increasingly focusing on electromobility and is helping the German city of Cologne to get smart e-charging curbs. The increasing technologization of various industries is increasing the demand for a valuable metal: tungsten. The Canadian company Almonty Industries specializes in the precious raw material. It is now using its successfully piloted mining technology in Europe to get to tungsten production even faster.


    Commented by Fabian Lorenz on May 18th, 2023 | 09:50 CEST

    BYD, Plug Power, Altech Advanced Materials: Winners of the energy transition with news

    • Technology
    • renewableenergies
    • climatechange
    • Electromobility

    The energy transition is currently shaking up the world and the stock market. The opportunities for new players and investors are enormous. BYD, for example, aims to take a significant share of the German automotive industry's market. A revolution is brewing in battery technology. Altech Advanced Materials is on its way to being one of the winners of this revolution. The Company's management left no doubts about this during an investor conference this week. The manager exuded confidence. After its consolidation phase, the Altech share could now take off again. Analysts see a price potential of over 300% for Plug Power. But the latest quarterly figures and the looming financing round continue to weigh on the stock.