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June 16th, 2021 | 15:03 CEST

SAP, TeamViewer, Siemens Energy, QMines: These are the buy signals!

  • Commodities
Photo credits: pixabay.com

A tick higher every day, letting off some steam in between, but then closing at all-time highs again. This is the current stock market trend, which presents itself daily. It continues to be the stock market darlings and large standard stocks that move up. The NASDAQ has done a 4-week ride again, as it has done for the third time in a year. A 1000 point correction is followed by a 1500 point rise to a new high. Those who are not there just watch; even harder it hits the shorties, who again were not allowed to experience a bear market. The miraculous money multiplication thus continues. We look at interesting titles.

time to read: 3 minutes | Author: André Will-Laudien
ISIN: DE0007164600 , DE000A2YN900 , DE000ENER6Y0 , AU0000141533

Table of contents:


    Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
    "[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

    Full interview

     

    SAP - Cooperation with TeamViewer

    The day before yesterday, there was a jump in the TeamViewer share price. The reason: The office software provider will cooperate with SAP in the future. This cooperation is suitable for both shares from a chart perspective, as TeamViewer jumped a good 8%. SAP followed suit yesterday and passed the EUR 120 mark.

    Initially, TeamViewer will be included in the SAP partner program, and in a further step, it will be integrated into the Frontline solutions. Frontline is an Industry 4.0 solution based on so-called augmented reality (AR). The joint effort aims to drive the digital transformation of workplaces and processes in the industrial environment and expand the overall offering. TeamViewer's AR software suite Frontline creates excellent value for SAP's customers by simplifying daily tasks in industrial operations thanks to intelligent technology. AR-based processes can significantly increase productivity, avoid operator errors and machine breakdowns, and thus reduce costs.

    This new partnership could pay off for TeamViewer, as SAP's customer base is likely to be many times larger than TeamViewer's. Investors saw this similarly in an initial impulse and drove the value accordingly above EUR 32. Should further gains materialize, successful completion of the preceding bottoming phase could even be in the offing. The movement in SAP's chart also looks really good.

    Siemens Energy - Remote technology comes into play

    Siemens Energy also seems to be moving upwards again. The Company is building a gas-fired power plant for the eastern German Company LEAG that can be operated remotely. However, the optional power is not available for the free electricity market. The emergency plant can provide up to 300 megawatts of power in 30 minutes. In addition to construction, Siemens Energy will also provide operation and maintenance for an initial period of 5 years.

    Emergencies can occur when operating equipment in the grid, such as lines fail; the Leipheim gas-fired power plant serves exclusively to ensure the safety and reliability of the transmission grid. As a so-called "special grid operating resource," it will ensure grid stability in southern Germany in the event of an emergency. Furthermore, the plant is one of the first in the world to be operated purely digitally from a distance. It is being built on the site of the former airbase in Leipheim.

    With this project, Siemens Energy is demonstrating its digitization expertise in the prevention of power supply fluctuations. It is a real innovation for Germany as an energy location, which needs good alternatives since it turned away from nuclear power. The Siemens Energy share has meanwhile been able to maintain the level of EUR 25 well. Continue to watch!

    QMines - Exciting copper and gold projects in Queensland

    The recently launched QMines from Australia has performed well since its initial listing. The share was introduced at AUD 0.27. In the meantime, the price could increase to AUD 0.47. The share is exciting because two trend themes are accompanied simultaneously: copper - rarer than ever and has already risen in price above USD 10,000 per ton and gold - also in the upward trend since the latest inflation figures from the USA.

    With a 983 square kilometer property in Queensland, the Company is taking advantage of the excellent infrastructure around the ports of Gladstone and Brisbane. The explorer holds sole rights to a total of four projects at an advanced stage of development. The copper project goes back to the historic Mount Chalmers mining district, where 1.2 million tons at a grade of 2% have already been produced. These results are good to build on. New resource determinations will be made in a timely manner, with estimated quantities of approximately 3.9 million tonnes of consumed rock. Between 32,000 and 60,000 meters are to be drilled, work will continue until early 2022, and initial positive results have been available since mid-May.

    QMines is demonstrating a keen sense of the cyclical nature of commodities with its entrepreneurial reboot in copper, as the electric boom and industrial implementation of the many decarbonization projects are just beginning. Joe Biden has been clear in many of his comments that action is needed now. Because these efforts will also generate some inflation, the addition of gold to QMines is already included.

    QMines shares have good daily turnover in Australia, and the stock is now tradable in Germany. The current market capitalization of AUD 37 million already means a nice premium since the IPO. In the medium term, the share offers real upside potential.


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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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