Digitization
Commented by Carsten Mainitz on January 14th, 2026 | 07:10 CET
With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!
Data is a fundamental part of the economy and our everyday lives. Companies that not only collect data but can also systematically refine, monetize, and scale it are creating business models with enormous leverage. Palantir transforms fragmented information into decision-relevant intelligence for corporations and governments. SAP's software maps corporate data in real time and makes it usable. The often overlooked specialist Aspermont transforms data in the commodities sector into high-margin digital subscription models. All three companies are united by a scalable platform mindset. Where are the biggest opportunities?
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Commented by Fabian Lorenz on January 2nd, 2026 | 07:10 CET
BYD vs. Tesla! AI beneficiaries BioNTech and Rio Tinto partner Aspermont! Stocks for 2026?
A bombshell just before New Year's Eve! BYD has knocked Tesla off its electric vehicle throne. The Chinese company is now also the global market leader in purely electric vehicles. However, the stock clearly disappointed in 2025. One potential winner in 2026 could be Aspermont shares. The Company combines the booming commodities sector with a scalable technology business model in what is likely a unique way. The stock appears anything but expensive. BioNTech shareholders, on the other hand, had little to cheer about in 2025, as the stock lost almost 30% of its value. However, important study data is due in the current year. Analysts see a buying opportunity.
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Commented by Armin Schulz on December 29th, 2025 | 07:20 CET
Benefit from the NASDAQ initiative: How to position yourself for the tokenization boom with Finexity, Coinbase, and BlackRock
While traditional markets fluctuate, a revolution is taking place in the background. The tokenization of real assets on the blockchain is transforming real estate, art, and company shares into tradable digital assets, opening up a market that is forecast to reach USD 16 trillion by 2030. The drivers are no longer niche players, but established giants and new regulations such as MiCA in Europe. NASDAQ's push to be allowed to tokenize every listed stock starting in 2026 marks the transition from experimentation to widespread adoption. Three specific companies show how you can benefit from this: Finexity, Coinbase, and BlackRock.
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Commented by Nico Popp on December 23rd, 2025 | 07:10 CET
From publisher to data company: Why Aspermont needs to close the valuation gap with Glacier and Informa
There is a clear two-tier society on the stock market when it comes to the valuation of information providers. Traditional media companies that depend on advertising revenue are often traded at low single-digit multiples. Data providers, on the other hand, which retain their customers through subscriptions and proprietary databases, enjoy the high valuations of the tech sector. Aspermont, the Australian market leader for B2B information in the commodities sector, is currently undergoing this lucrative transformation. A look at the competition reveals where the journey could lead. While the Canadian company Glacier Media shows how to profitably combine news and data, the British giant Informa proves that specialized B2B information is a billion-dollar business. Aspermont is currently aggressively adapting these successful models, but is still valued by the market like an old-fashioned newspaper publisher. Yet the Company has long since proven that it can win over wealthy customers in the B2B segment.
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Commented by Nico Popp on December 22nd, 2025 | 07:35 CET
Car wash as a source of revenue: How WashTec combines the business models of Dover and Ecolab
Car washing has traditionally been considered a conservative business - steel, brushes, and water, with no major disruptions, or so people believe. But behind the scenes, a change is taking place that requires a reassessment of the industry. WashTec, the global market leader for car washes based in Augsburg, Germany, is currently shedding its role as a pure machine manufacturer and transforming itself into an integrated high-tech service provider. To understand the potential of this metamorphosis, it is worth looking across the Atlantic. While US industrial giant Dover Corporation demonstrates how lucrative the global scaling of hardware can be, Ecolab provides the blueprint for stable, recurring revenues through chemistry and process optimization. WashTec now combines precisely these strengths - machinery, chemistry, digitalization, and service - under one roof, positioning itself for investors as the industry's overall technological optimizer. We take a look behind the scenes.
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Commented by Nico Popp on December 18th, 2025 | 07:15 CET
Financial revolution: How BlackRock, Bank of America, and Finexity are leveraging the USD 16 trillion potential of tokenization
When one of the key figures at the world's most powerful financial regulatory authority talks about a historic turning point, Wall Street sits up and takes notice. SEC Chairman Paul Atkins recently described the tokenization of assets as the key market driver for the coming years. This is no longer about speculative cryptocurrencies, but about the digital, legally secure representation of real assets – from real estate and art to government bonds. While US giants such as BlackRock and Bank of America are already pumping billions into this new infrastructure and seeking to divide the market among themselves, a specialized player is positioning itself in Germany that has long since mastered this technology and is making it available to investors: Finexity.
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Armin Schulz on December 17th, 2025 | 07:05 CET
How Bayer, WashTec, and Volkswagen will earn more money in the future with digitalization and AI
Artificial intelligence is already generating measurable profits in industry today. In the pharmaceutical and chemical industries, it is revolutionizing research and accelerating the market launch of vital products. Mechanical and plant engineering is tapping into recurring sources of revenue with AI-based services and strengthening customer loyalty. And in the automotive industry, autonomous driving is highly popular and will shape the future. These advances prove that the productive phase of AI has begun. Three companies show how technology translates into competitive advantages and robust margins: Bayer, WashTec, and Volkswagen.
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Commented by Armin Schulz on December 8th, 2025 | 07:15 CET
Leveraging AI revenue potential: The master plan from Novo Nordisk, Aspermont, and Deutsche Telekom
Artificial intelligence is permeating the economy and creating an unprecedented productivity boost. Efficiency gains of 25% in manufacturing and savings of one trillion dollars by 2030 in supply chains are just the beginning. This growth potential of up to 0.8 percentage points per year leverages the profitability of pioneers and clearly separates them from the rest of the market. Who are the pioneers who are already applying this disruptive force today and will translate it into concrete profits in the future? Three companies are leading the way: Novo Nordisk, Aspermont, and Deutsche Telekom.
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Commented by Nico Popp on December 4th, 2025 | 06:55 CET
How suppliers like Aspermont, CATL, and Continental turn the world's complexity into profit
"During a gold rush, don't sell shovels - sell treasure maps." In a world driven by technological disruption, geopolitical tensions, and the trend toward decarbonization, investors need to think one step ahead. Often, it is not the end manufacturers who benefit most, but the specialized suppliers and service providers operating behind the scenes. They take the complexity off their customers' hands – whether it is building an electric vehicle, optimizing tyre compounds, or deciding where to build the next billion-dollar mine. Those who understand this principle will find exciting options on the stock market right now. We present three companies.
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