October 26th, 2021 | 12:05 CEST
SAP, wallstreet:online, Alibaba: Sentiment Check for Digital Shares
Table of contents:
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
SAP: Good business with the cloud
SAP is a household name when it comes to enterprise software, and not just in Germany. Worldwide, SAP and Oracle share the top spot in many areas. SAP offers its software on a modular basis, enabling companies to digitize many areas gradually. The Walldorf-based company also has a lot to offer when it comes to cloud solutions. Those who offer software in the data cloud can implement updates or further developments for all customers in one fell swoop. Since the software no longer runs on the customer's premises, other pitfalls, such as incompatibilities, are also reduced. The fact that SAP is well positioned around the cloud is also shown by the list of new customers, featuring BioNTech, IKEA and Google.
SAP has also made several strategic acquisitions in recent months and wants to make customers even happier more quickly in the future, especially with tools related to machine learning. Ideally, the technology should also detect errors before they lead to serious problems. SAP is therefore moving with the times and is constantly developing further. Among other things, this includes a cooperation with TeamViewer. Sales are expected to fall slightly due to exchange rate fluctuations. However, the fact that at least the promising cloud business is growing is a positive factor. The share has developed positively recently but is facing some resistance. Although the dividend is rising, this is not yet enough to boost the value in the long term. The stock is solid but not a must-have in the portfolio.
wallstreet:online: Analysts see great potential
The websites of wallstreet:online are a must - at least for committed private investors. In addition to the latest news on Finanznachrichten.de, wallstreet:online also offers discussion forums on almost every second-line stock on the portal of the same name - the site is an important source of information, especially for speculative investors. However, wallstreet:online generates its major growth with its Smartbroker. The service aims to close the gap between free brokers with a limited offering and traditional providers. So far, it has succeeded quite well - customer growth has pushed the share dynamically for months. Despite the previous gains, the share has held at a solid level between EUR 20 and 25. Where do we go from here?
The analysts at GBC Investment Research expect sales to climb in the current fiscal year as well. Ultimately, this should justify a price target of up to EUR 37.70. Growth is expected above all from the even better dovetailing of media offerings and brokerage in the future. If investors can trade directly from websites, this should further increase the trading revenues of the Smartbroker. In addition, the broker has so far achieved its growth without a mobile app. Now such an app is to be delivered. That would make the Smartbroker attractive to some customers who trade exclusively on mobile devices. The stock is a speculative second-tier stock that has come to rest in recent weeks but that analysts say has potential. Those who believe in the bull market can bookmark wallstreet:online.
Alibaba: One swallow does not make a spring
A digitization share in a very special situation is Alibaba. Like its big role model, the Chinese Amazon clone has a lot of tech solutions on offer. About a year ago, the planned IPO of the fintech subsidiary ANT Group created fantasy. In the meantime, the IPO has been canceled, and ANT has been restructured. ANT and also Alibaba had come under the scrutiny of the Chinese central government because of their power. While Beijing has long supported the rise of the Internet giants, it is now trying to recapture the capitalist genie that was let out of the bottle. In the wake of the measures, many Chinese stocks went under. On top of that, China Evergrande, a real estate company, was in trouble. The bottom line is that Alibaba's stock has lost about 40% of its value in a year. Although the share has recently managed to break free, this is not yet a turnaround. In the long term, however, Alibaba should become interesting again.
While SAP is rather dull and Alibaba still suffers from the general conditions in China, wallstreet:online can put its horsepower on the road. While the value has already risen, an intact trend has never hurt when it comes to asset accumulation. However, investors should make an investment dependent on the general development of the stock market. If the prices rise again, there should also be more private investors generating turnover at wallstreet:online.
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