October 20th, 2021 | 13:52 CEST
SAP, wallstreet:online, Baidu - This is where the action is!
Table of contents:
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.
SAP - Back on the green path
Walldorf-based SAP SE is a prime example of digitalization and workflow rolled into one. As one of the largest ERP software providers globally, they have recently successfully integrated mapping in the cloud. In the first half of the year, the Walldorf-based Company was able to sign important contracts with numerous key customers, including IKEA, Bosch Siemens Hausgeräte and Douglas. More than 16,400 clients are now using the new 400 S/4 HANA service package.
The current 9-month figures impressively illustrate the operational turnaround and were thus able to convince investors and experts. After all, earnings increased by 2% and sales by as much as 5% compared to the previous quarter. The outlook for the full year was also revised upwards for the third time this year. As revenues from the cloud business are expected to continue to grow, the Walldorf-based DAX company now expects higher operating profit for the full year and more revenue than previously forecast. According to SAP, currency-adjusted operating profit in 2021 is now likely to be in the range of EUR 8.10 billion to EUR 8.30 billion, up from a lower July estimate of EUR 7.95 billion to EUR 8.25 billion.
These figures are reason enough for analysts to revise their estimates again. However, JP Morgan leaves it at its earlier assessment "Neutral" with a price target of EUR 135. Our colleagues at Goldman Sachs are much more optimistic. Here there is a clear buy recommendation with a target price of EUR 145. Based on the current level, that would be an upside potential of just under 20%. Our summary: The Walldorf share should currently be added to the watch list and bought in times of weakness.
wallstreet:online AG - Smartbroker is well in the race among the Neos
The digitalized world also includes the new brokers and trading platforms, which lure today's investors behind the stove with ever-lower prices and super service offers. wallstreet:online AG has been working on the restructuring of its business model for several years. The pure information platforms are now supplemented by the Smartbroker, enabling recipients to turn self-created investment ideas into a trade at low cost with just a few clicks. The Corona stock market hype has thus generated numerous new shareholders in Germany.
However, the breadth of the business is making it increasingly transparent. That is because many stockbrokers are with several brokers and can easily compare the services. As a result, there are frequent tests and surveys about how the customer experience is with the new brokers. One of the favorites among the newcomers is certainly Smartbroker. There you will find the advantages of the neo-brokers, i.e. low fees optimally combined with the "old" broker world. With all German stock exchanges in the offer, shares, bonds, funds, ETFs, certificates, warrants, various promotions in the certificate and fund area and ETF savings plans, the broker could also convince Finanztest and land in the newspaper as the cheapest broker at the top. Stock exchange topics are particularly relevant for active investors and traders, especially in turbulent stock market phases.
Through the commitment of Matthias Hach as CEO, w:o delivers the clear commitment to savvy brokers, currently only an app is missing to drive the many neo-brokers stronger in the parade. However, this is currently being developed and should bring new attention to the w:o share when it is released. The almost fully integrated subsidiary w:o Capital now manages assets worth more than EUR 5 billion since the beginning of February. After solid gains since the beginning of the year, the w:o share is currently fluctuating between EUR 22 and EUR 26. With good results, the high for the year of EUR 29.60 should also be achievable again. With a buy rating and a price target of EUR 37.70, the analyst firm GBC indicates where the journey could lead in the medium term.
Baidu - This could be a rich turnaround
And another information and digitization professional: Baidu. Heavily affected by regulator interventions, the Internet giant now seems to be coming back in price. Founded in 2000, the Company is based in the capital of the People's Republic of China. It has repeatedly come under public criticism from liberal Internet users for being too compliant with the state.
Baidu operates in many areas and is similar to a NASDAQ company in its setup. Its main business is operating the search engine of the same name, which allows users to scan for maps, images, videos or news. That Baidu has an outstanding search engine in China is well known, as are the Company's ambitions to play a role in artificial intelligence, cloud services and autonomous driving.
With the price capers at the beginning of the year, the share rose to a high of just under USD 355. This high was followed by an unprecedented drop to just USD 136 and extremely important support from the middle of 2020. There, the old fans of the stock took hold again and caused a temporary stabilization in the share. Technically, the Baidu share is heading for the hurdle around USD 174. A significant price jump above it could release new potential and extend the recovery movement that has started accordingly. Fundamentally, Baidu has reached a price-to-book value of 1.5 - this has not been the case for any prominent NASDAQ stock in the last 5 years. Collect!
The term digitization is somewhat strained, but it embodies a modern and promising setup with a lot of growth fantasy in stock market usage. SAP and Baidu are standard IT stocks, wallstreet:online AG, on the other hand, is a very modern and variable platform with connected neobrokers. All 3 stocks have already been traded via the in-house platform, which clarifies how significant a powerful brokerage will be in the new investor world in the future.
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