Digitization
Commented by Nico Popp on September 9th, 2025 | 07:15 CEST
MENA region offers growth opportunities: What can MiMedia learn from Anghami and Thomson Reuters?
Regional opportunities on the stock market still exist: The Arabic-speaking countries of the Middle East and North Africa (MENA region) are among the most dynamic growth markets for digital services. A rapidly growing, young population with increasing smartphone penetration is driving demand for cloud services, streaming offerings, and digital information. MarkNtel Advisors forecasts annual growth rates of 18% for cloud solutions in the MENA region through 2028. White-label cloud provider MiMedia has just rolled out its app in Arabic and anticipates significant growth. Role models could be the streaming platform Anghami and the data service provider Thomson Reuters, which have already discovered the region for themselves.
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Commented by André Will-Laudien on August 21st, 2025 | 07:15 CEST
High-tech correction! A brief pause, then the party continues at Palantir, Deutsche Telekom, MiMedia, and SAP
Oops – there it is. The first correction at Palantir was somewhat severe. But after a 1000% increase in 24 months – who cares? The blockbuster themes of artificial intelligence, cloud computing, and big data continue to dominate the stock market, leading to significant daily price gains. Investors seem to view the capital markets as an almost one-way success story in which valuations play hardly any role. Europe is increasingly taking the lead, with the EURO STOXX 50 rising by around 20% since the tariff dip in April. Despite apparent risks, many investors are sticking to the bull market, although the S&P 500's high Shiller P/E ratio of over 38 is sending out a clear warning signal. Deutsche Telekom is generating excitement with the announcement of another innovation push in the form of its first AI-based smartphone. The coming weeks therefore offer exciting opportunities for investors who, despite the warning signs, are betting on the continued momentum of the market. Where to invest?
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Commented by Armin Schulz on August 19th, 2025 | 07:15 CEST
TUI, naoo, Puma – Three stocks whose digital revolution could double your portfolio
If you are not thinking digitally today, you are losing out. Period. Progressive companies do not just use AI and data; they link them to their core business. The result? Less friction, more room for growth, and customers who come back. These companies are not only leaving the competition behind, but they are also becoming magnets for savvy investors. Let's take a closer look at how TUI, naoo, and Puma are intelligently using their data, AI, and platforms to make their businesses fit for the future.
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Commented by Fabian Lorenz on August 13th, 2025 | 07:10 CEST
BUY RECOMMENDATIONS and strong figures! Zalando, IONOS, TeamViewer, and naoo
Strong figures for IONOS! The Company is one of the beneficiaries of the planned development of a German and European AI and internet infrastructure. The latest business figures and the upward revision of the forecast were convincing and sent the share price to a new all-time high. Do analysts see even more upside potential? Social media also needs a European alternative. This is exactly what naoo offers. The stock is still flying under the radar of many investors. Analysts see potential for a multiple increase. And what are the established German tech companies Zalando and TeamViewer doing? Zalando's figures were not well received. The price targets are falling. There are positive voices at TeamViewer.
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Commented by Nico Popp on August 12th, 2025 | 07:05 CEST
Where big tech fails and new opportunities arise: Amazon, Apple, MiMedia
The major tech players dream of the distant future and, in doing so, neglect their bread-and-butter business of serving everyday customers. One example is personal cloud storage and media management. According to market researchers at Thread Gold Consulting, 2.3 billion people are already using such services today. By 2031, the market is expected to grow by 24% annually, reaching USD 366 billion. Industry giants like Apple and Amazon offer cloud storage only within their own ecosystems. White label products? Not a chance! We explain the lucrative investment niche that is emerging in cloud services and how investors can benefit from it.
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Commented by Nico Popp on August 8th, 2025 | 07:05 CEST
Thinking locally opens up new possibilities: SAP, Meta Platforms, naoo
Digital communication is bringing the world closer together. Our friends may live all over the world, yet we can still share even the smallest moments with them. Being connected does not just help bridge long distances - it also brings people together in our immediate surroundings. Networks can foster friendships or spark new business opportunities locally as well. Using the business models of SAP, Meta, and naoo, we show how technology is changing things locally and making the world a better place.
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Commented by André Will-Laudien on July 29th, 2025 | 07:05 CEST
Trump tariffs settled? What are the triggers now? Palantir, naoo AG, TeamViewer, and D-Wave
With the US-EU agreement on tariffs, markets opened positively yesterday but quickly slipped into negative territory. The reason: the agreement is widely viewed as a "loss-making deal" for the EU. While tariffs of over 20% were averted, 15% still remain. In return, NATO must purchase substantial US military equipment, while US vehicle exports to the EU remain tariff-free. Donald Trump could not have negotiated better himself - a diplomatic failure for Brussels. The decision will have a significant impact on the EU's automotive sector, luxury and consumer goods industries, and technology sector. For example, European wine will cost US consumers about 30% more, factoring in currency losses, which is devastating for European winemakers. All in all, this deal is considered a major setback for free trade, with serious inflationary consequences and declining consumer demand. Investors should reposition themselves, as late summer looks stormy from this perspective alone.
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Commented by Armin Schulz on July 24th, 2025 | 07:05 CEST
Omnichannel Profits: How Alibaba's AI, naoo's communities, and PayPal's embedded finance are filling your coffers
The digital transformation is revolutionizing retail and marketing! E-commerce is breaking records, influencer campaigns are generating unprecedented reach, and innovative payment solutions are driving customer satisfaction to new heights. These three pillars are opening up global markets, increasing efficiency, and creating explosive growth opportunities. But the real gold lies in their intelligent integration. Those who seamlessly merge the online and offline worlds will dominate the market. This is precisely where pioneers Alibaba, naoo, and PayPal come in. Their strategies pave the way for profitable synergies.
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Commented by Armin Schulz on July 22nd, 2025 | 07:00 CEST
Xiaomi, Silver North Resources, Super Micro Computer: Who suffers and who benefits from the structural silver shortage?
Silver – the invisible engine of the tech revolution – is becoming a scarce commodity. Soaring prices reflect not only investor interest, but also a structural shortage. Demand from the solar industry, e-mobility, AI, electronics, and defense is depleting reserves, while production and recycling are lagging. The industry is currently fighting for every ounce. Forecasts see the silver price rising above USD 50 in the long term. But who is leveraging this trend, and where are the risks? Xiaomi depends on silver for its e-mobility and electronics divisions. Silver explorer Silver North Resources is actively developing silver deposits, and Super Micro Computer is driving consumption.
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Commented by Nico Popp on July 18th, 2025 | 07:05 CEST
Subscription-based stock gains: Netflix, Adobe, MiMedia Holdings
Subscriptions pay off – for providers! We have all forgotten to cancel a magazine or streaming service at some point. Many of us also treat ourselves to the luxury of having various subscriptions, even if they do not explicitly pay off. This behaviour generates revenue for providers. A study by Human Digital shows that companies with subscription models grow between five and eight times faster on average. We demonstrate how the major players in their industries are leveraging subscriptions to their advantage and identify which niche providers have the potential to succeed.
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