Close menu

March 23rd, 2022 | 10:47 CET

Stocks that change the world: TeamViewer, Perimeter Medical, Nordex

  • Technology
Photo credits:

When new technology meets the right opportunity, things can go up quickly for companies. One example is the German company TeamViewer, which already had an established remote desktop solution that many users had heard of when the pandemic broke out. When we moved to the home office overnight but had to use software from the office, it made sense to install TeamViewer. Innovative solutions are also meeting with great demand in other industries. We analyze what this means for investors.

time to read: 3 minutes | Author: Nico Popp

Table of contents:

    TeamViewer: What will happen in May?

    Although TeamViewer was quickly considered the pandemic stock par excellence in March 2020, the value has lost since then. So, what had happened? On the one hand, a private equity firm divested some of its shares, and on the other, TeamViewer failed to turn the hype into good numbers. However, for a few months now, TeamViewer has been a comeback candidate. The Company is becoming better known, and there are some links to larger companies, such as SAP. A few months ago, the research portal wrote of an "interesting purchase candidate" with a view to the market capitalization: "Now that the Göppingen-based Company is already cooperating with the software giant from Walldorf, a takeover by SAP, including a stay in Germany, would be obvious. Such technology is currently still missing from the major corporation's portfolio."

    TeamViewer plans to present figures at the beginning of May. Since potential buyers do not want to tie themselves down, takeover speculation is only likely to speed up after better figures. The fact that private equity firm Permira is still on board with TeamViewer also fits the picture: the investment professionals know how to prepare exits. They are probably already turning the right screws to make TeamViewer more attractive. As the share is still trading below its high for the year and new potential is emerging above it, the stock should not be missing from any watchlist.

    Perimeter Medical: Technology against cancer

    Perimeter Medical Imaging is a company that looks similar today to what TeamViewer did before investors got involved. The Canadian company has made it its business to offer solutions around cancer operations that, on the one hand, increase patient well-being and, at the same time, save costs. For example, when tissue is removed during breast cancer surgery, doctors send it to pathology, and there it is examined for cancer cells. If the surgical procedure was thorough, further treatment steps begin; otherwise, there is a risk of follow-up surgery. It is precisely here where Perimeter Medical Imaging comes into play. The Company enables surgeons to directly analyze tissue in laboratory quality at the operating table. The results are available before the patient is sutured - so if necessary, further tissue can be taken, and a follow-up operation is prevented.

    Perimeter Medical Imaging's technology has been approved by the US Food and Drug Administration. Clinical trials are expected to be completed by the end of 2022 at a breast cancer center in Houston, Texas. The Company estimates a USD 3.7 billion market for its innovation and talks of potentially high margins. In addition to breast cancer, the approach to detecting tissue abnormalities could offer benefits in other use cases - the underlying AI technology is flexible, after all, and only needs to be fed the appropriate data. Since December, the stock has lost about 50% of its value and is just getting ready to exit the downtrend. The Company is at an early stage, but the opportunities are obvious. The market is open to new methods against cancer.

    Nordex: Figures still not right

    Even if renewable energies have always seemed sensible: Wind power and photovoltaics have never been as hip as they are today. Climate change is seen as a threat to humanity. In addition, just a few hours' flight east of us, an autocrat can invade a neighboring country and bully his own population thanks to lavish oil and gas billions. These are good conditions for the Rostock-based wind turbine manufacturer Nordex. The reduction of bureaucracy around approval procedures for wind turbines and power lines, which has already been announced for Germany anyway, is likely to be pursued with even more verve given the new situation. Nevertheless, the trees are not growing to the sky for Nordex. The reason lies in the Company's weak margin, which stood at around 1% at the end of last year - too little for the capital market. Rising energy prices and the associated transport costs are not making the outlook for Nordex any better.

    For this reason, too, the stock has halted its recovery rally. Only when the figures for the Rostock-based company are also right is the market likely to push the share up again. However, Nordex is operating in a promising area. The situation with Nordex is similar to that with TeamViewer: once companies have reached a certain size and implemented a mature business model, the market wants to see results. Perimeter Medical, on the other hand, is in a different phase: the growth company has a promising product and is testing it in trials this year. In such market phases, the market usually focuses on opportunities rather than getting lost in the small details of quarterly figures.

    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Nico Popp

    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.

    About the author

    Related comments:

    Commented by Stefan Feulner on September 27th, 2023 | 08:30 CEST

    AI shares in focus:, Norcom, Amazon - Upgrade at any cost

    • Software
    • AI
    • Technology

    The implementation of generative artificial intelligence on a large scale has the potential to significantly boost the German economy, according to a study by IW Consult, conducted on behalf of Google. In this context, the comprehensive integration of programs such as ChatGPT by at least half of domestic companies could increase economic output by around EUR 330 billion. This value corresponds to almost 10% of the German gross domestic product of the previous year. This is likely to herald a quantum leap for providers of intelligent software.


    Commented by André Will-Laudien on September 27th, 2023 | 08:05 CEST

    The high-tech gold rush on the Nasdaq is waning: BYD, Manuka Resources, and Infineon remain on the buy list

    • Mining
    • Vanadium
    • Electromobility
    • Technology
    • GreenTech

    For those investing in green or high-tech sectors, keeping an eye on the supply chains of raw materials is crucial. After all, in times of geopolitical upheaval, nothing seems more important to the industry than securing its foreign sources of critical resources. The EU and the US have already responded by adding several metals to the list of strategic elements. For the capital markets, too, the fight against global warming has become an issue that cannot be ignored. We focus on successful protagonists that can enhance any portfolio.


    Commented by Nico Popp on September 6th, 2023 | 09:00 CEST

    Insider report shocks investors: Volkswagen, Mercedes-Benz, Altech Advanced Materials

    • Technology
    • Electromobility
    • Batteries

    The ongoing international decline of German automakers is a recurring theme in the media. In reality, the consequences could be fatal for companies and Germany as a whole. An insider report from the German automotive industry reveals where the biggest problems lie and in which areas Chinese competitors have already outpaced Volkswagen, Mercedes-Benz and Co. Additionally, it delves into what is crucial for a comeback of the German automotive industry.