August 24th, 2021 | 12:54 CEST
Sixt, Memiontec, Volkswagen - Innovations with potential
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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.
Memiontec - Complete solutions for scarce resources
Although more than 70% of our planet is covered by it, water is becoming an increasingly scarce commodity for a growing world population. That is because just 3% of this vast quantity is drinkable freshwater, and again only a third of this is accessible for human use. Due to the rapidly growing world population, urbanization and the reckless use of this scarce resource, water is becoming more and more precious.
For more than 20 years, Memiontec has been developing complete water and wastewater management solutions in Singapore, China, and Indonesia. Through its 4-pillar model, Memiontec covers the entire value chain, resulting in high scaling effects in the long term. Governmental institutions such as the infrastructure developer Jakpro or the Indonesian national water authority PDAM are as much part of the clientele as private companies from various industries in Asia.
In addition to the provision of complete solutions, including maintenance contracts and the sale of modular and customized systems and equipment, the segments "Build-Own-Operate-Transfer" (BOOT) and "Transfer-Own-Operate-Transfer" (TOOT) are the yield drivers. Here, the network cultivated over decades is used to invest in the maintenance of water treatment infrastructures and to profit from the supply and sale of treated water by participating in joint ventures with long-term public and private partners. The concession contracts usually run for 25 years and guarantee Memiontec secure recurring revenue streams. The Company also generates additional revenue from the operation, maintenance and service of the water treatment plants provided during the contractual concession period.
Currently, the Corporation is working on three BOOT and TOOT projects, two of which have already started supplying and selling water. The remaining project is still under construction and the first phase is expected to be operational by mid-2022. For the future, such joint ventures are to be pushed further. In addition, Memiontec plans to grow further through mergers and acquisitions.
With three recently announced orders, the order backlog currently stands at EUR 51.19 million. The market capitalization is EUR 48.39 million. Worth highlighting is the high dividend yield of 25%, which is expected to remain at least at the current level with growing BOOT business in the coming years. The stock is traded in Frankfurt as well as Singapore.
Volkswagen - The innovation leader
Initially, when it came to electric cars, people associated innovation with Elon Musk and Tesla. But far from it, the innovation leader comes from Germany, more precisely from Wolfsburg. Such is the result of the Center of Automotive Management's (CAM) annual innovation ranking. With 67 innovations, including 24 world firsts, Volkswagen achieved an index value of 149 and thus landed in first place ahead of Daimler with an index value of 133. Volkswagen had already topped the ranking last year. Tesla was only third with an index value of 93.
Volkswagen is stuck at the important 200-day line and is currently showing anything but strength from a chart perspective. A drop back to the EUR 187.00 area should therefore not come as a surprise.
Sixt - From car rental to a service station
The fact that Sixt is creative is already known from various advertising campaigns. Now the Pullach-based Company wants to expand further alongside its established car rental business. Since charging stations lag behind the demand, Sixt intends to invest more than EUR 50 million in expanding the charging infrastructure. In the process, the power outlets will also be available to third parties, according to co-chief executive Alexander Sixt, who spoke in a "Welt" interview. In addition, Sixt also wants to benefit from the future technology of autonomous driving. From a technical perspective, there is an interesting trading opportunity in the Sixt shares after the test of the support at EUR 65.
Water is essential for life and one of the most precious commodities on our planet. However, due to rapid population growth, it is becoming increasingly scarce. Memiontec is a leader in the critical topic of water treatment and a true innovation leader. In the field of electromobility, both VW and Sixt shine with innovation.
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