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June 29th, 2021 | 12:37 CEST

Siemens Energy, QMines, AUTO1 Group - Watch out: invest in the best stock market newcomers!

  • Gold
Photo credits: pixabay.com

IPO underpricing measures the difference between the price subscribers have to pay for new issues, i.e. the issue price and the prices then traded on the stock exchange. This phenomenon was first addressed in studies some 50 years ago. In sum, IPO underpricing exists worldwide. However, depending on the market phase, country and market capitalization size, this effect can look very different. It is, therefore, wrong to conclude that every IPO is a success. We separate the wheat from the chaff. Which stock is a clear buy?

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0 , QMines | AU0000141533 , DE000A2LQ884

Table of contents:


    Siemens Energy - Analysts see 40% upside potential

    Siemens Energy was created through a spin-off from Siemens AG last year. Since the IPO on September 28, 2020, the parent company still owns 35.1%, and Siemens Pension-Trust e.V. still owns 9.9% of the spin-off. The first traded price was EUR 22.01; currently, the shares are trading at around EUR 25.50. The DAX-listed Group is thus valued at EUR 18.6 billion. Since the IPO, the shares have traded in a range of EUR 18.37 to EUR 34.49.

    Siemens Energy is active worldwide along almost the entire energy value chain and employs around 91,000 people. Its product range includes gas turbines, steam turbines, generators, transformers and compressors. With a 67% stake in Siemens Gamesa Renewable Energy, Siemens Energy is also one of the global market leaders in the renewable energy sector. Siemens Gamesa is one of the largest wind power producers globally and recently reported a jump in profits.

    The list of Siemens Energy's strategic initiatives and cooperation is immensely long and includes Salzgitter, RWE, Uniper and the Japanese Mitsubishi Group. The Company is still in the red. But already in the next fiscal year, according to analyst consensus, the Company will generate sales of EUR 30.2 billion and make a profit. The 2022 P/E ratio is currently 32, which is a high value, but it will drop noticeably in subsequent years. Experts forecast a net cash position of EUR 3 billion for the coming fiscal year. On average, analysts attest the stock an upside of a good 40% to EUR 36.

    QMINES LIMITED - Significantly undervalued compared to competitors

    At the beginning of May, QMines, the Australian-based exploration company, made its stock market debut on the ASX for AUD 0.30 per share. Its flagship project is Mount Chalmers, a high-grade historic copper and gold mine. The project has an existing resource and several high-priority exploration targets that offer significant growth potential. The Company has planned an aggressive exploration program to test a number of these targets, increase the existing resource, and enhance shareholder value. In addition, the Company owns three other projects.

    At the end of May, the Company published excellent drill results on the main Mount Chalmers project. In total, the first test bores were carried out over almost 1,600m. Maximum values ​​of 13.4% copper, 6.1 g/t gold and 31 g/t silver were found. Further drilling over 3,000m was started. The share price subsequently jumped significantly but is currently back within sight of the IPO price of AUD 0.30 at AUD 0.34. The good drilling results increase the probability that the official resource estimates will be significantly higher in the medium term. With a market capitalization of AUD 38 million, the stock is not expensive, given the potential. Analysts believe that the stock is significantly undervalued compared to its competitors and believe that the shares have a potential upside of around 50%!

    AUTO1 GROUP SE - Putting more horsepower on the road

    At the end of February, the leading European digital automotive platform for online buying and selling used cars entered the scene. Through its established platforms: wirkaufendeinauto.de, AUTO1.com and Autohero, AUTO1 Group offers consumers and professional car dealers throughout continental Europe a quick and easy way to sell and buy used cars without time-consuming price negotiations. The Group is present in more than 30 countries with more than 80 brands and all price categories. Analysts forecast sales of EUR 4.1 billion for the current fiscal year, rising to EUR 5.7 billion in 2022. The Group will still be in the red in both 2021 and 2022. However, this does not stop analysts from granting the share an average upside potential of a good 50% to EUR 54.50.

    Recently, the Company announced an innovative expansion of its financing mix with the issue of a digital bond as a security token offering (STO). According to the Company, this is the first STO in the German automotive sector. The offering has a maximum volume of EUR 4 million with a one-year maturity and an interest rate of 5% per annum. Professional investors only can subscribe to the digital bond with a minimum subscription amount of EUR 200,000. With this instrument, the Group provides vehicle dealers with liquidity by enabling them to finance the purchase of cars through to resale to the end customer. Everything is mapped digitally. The share is currently trading at around EUR 35, with a market capitalization of EUR 7.4 billion. The first traded price was just under EUR 46. Interim conclusion: Thanks to empirical capital market research - exceptions prove the rule!


    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.

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    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. 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.

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    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



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