Digitization
Commented by Nico Popp on August 17th, 2021 | 10:05 CEST
Deutsche Bank, Aspermont, Tencent: Where the tech boom starts
Those who want to make money tend to look to industries where a lot of money is also turned over. Classic sectors are banking or real estate. But things are also going well in manufacturing: Those who have unique products worldwide are happy about high margins. Particularly in technological change, this also includes commodities - as the name already says, there is no business without these goods. We present stocks related to finance, technology and commodities and highlight a value that can be considered an insider tip.
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Commented by André Will-Laudien on August 10th, 2021 | 10:29 CEST
SAP, AdTiger, TeamViewer - Digitization remains the trump card!
Whether with one's smartphone, at the supermarket checkout or on our PC - the Internet is present every day. On average, we use our or other mobile devices and PCs 20 times a day for search processes, social media, work access or shopping transactions. The number of Internet users worldwide has risen continuously and amounted to around 4.1 billion in 2020, which means that the number of online users has increased globally by about 125% percent within ten years. At the beginning of 2021, Asia is estimated to have been the region with the most Internet users, namely 2.7 billion. EMEA followed at a great distance with around 750 million, but North America represents the region with the highest proportion of Internet users. The estimated penetration rate there was about 92%, while Europe is currently at 81%. Asia still ranks well below the global average at around 63%. Today, we are looking at well-known players in the digital market.
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Commented by Stefan Feulner on August 3rd, 2021 | 13:12 CEST
Amazon, Aspermont, Zoom - Economies of scale without end
The reporting season is in full swing. While e-commerce giant Amazon disappointed both investors and analysts with a weak outlook, Apple and Tesla came up with better than expected numbers. Unnoticed by the mainstream, a publishing company is evolving into a media technology company with unlimited scaling potential. Be there from the start to profit from the next Amazon.
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Commented by Carsten Mainitz on July 28th, 2021 | 11:10 CEST
ProSiebenSat.1, Aspermont, Facebook - Winning with highly scalable business models
With highly scalable business models, in which content produced once can be resold as often as desired, companies can achieve high profitability, which is usually reflected in a rising share price. For marketing of advertising to a large mass or a specific target group, the same is true. The following three companies fit into this picture and stand for good prospects. Who is the favorite?
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Commented by André Will-Laudien on July 20th, 2021 | 09:36 CEST
Alphabet, Aspermont, Palantir - Big Data in a new dimension!
Information today spreads in a matter of seconds and is immediately converted into cash by machines with corresponding trading algorithms. It usually takes a few minutes from the original company message for the relevant news services to filter and analyze the information content accordingly. That is because the analysis of a message is, per se, only possible after a professional check. Modern systems with artificial intelligence work with keywords that evaluate the respective characteristics of the news according to an internal scoring and forward them to the decision-maker at lightning speed. We take a look at some of the protagonists in the big data analytics sector.
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Commented by André Will-Laudien on July 13th, 2021 | 11:21 CEST
TeamViewer, wallstreet:online, Deutsche Post - The digital winners list!
When the dot-com boom took off at the turn of the millennium, many immature and unpromising business models came onto the market. Every idea needed a stock market listing - then the techno-crash followed and many of the companies had already disappeared again. The Covid pandemic triggered a surge in digitization - some new achievements now determine the working world of every individual and change society as a whole. The successful business models show their strengths primarily in the areas of life that are now in the foreground: Distant Working, Fintech and Delivery Systems. We take a look at the cards of three protagonists.
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Commented by Armin Schulz on July 12th, 2021 | 11:32 CEST
Aspermont, ProSiebenSat.1 Media, CLIQ Digital - profit from digitalization of media companies
In Germany, according to a McKinsey study, just 10% of digital potential is being exploited. Anyone who thinks that it is developing sluggishly in Germany is wrong. According to the study, even if the US leads the way with big tech companies at 18%, the potential is far from being exhausted. Digitization has become enormously important for media companies, particularly as the young generation consumes up to 90% of its content via smartphones. 90% of this content comes from social media. As a traditional media company with print or TV content, it is increasingly difficult to reach the coveted target group. The only way is to dovetail traditional content with digital media. Today we focus on three media companies and how they are dealing with this challenge.
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Commented by Nico Popp on June 23rd, 2021 | 10:40 CEST
Deutsche Bank, Telekom, Aspermont: Here are the digitization winners
We now see in our everyday lives that digital solutions promise significant benefits: searching for a car-sharing vehicle or an electric scooter is only really fun with a smartphone. Many of the inconveniences of the Corona pandemic are also bearable, thanks to digital solutions. For example, the transmission of test results or proof of vaccination. Many traditional industries are also facing change thanks to digitalization. While large companies sometimes suffer from the change, small companies can gain market share. We outline three values.
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Commented by André Will-Laudien on June 4th, 2021 | 10:53 CEST
Brokers in the storm of digitalization - Commerzbank, wallstreet:online, Palantir, SAP
The stock market madness goes into the next round. If it was GameStop last time, it is now AMC Entertainment. Plus 600% in 2 weeks and the day before yesterday a smooth doubler in one day. The share started at 30 and ran in the high to USD 70. Then yesterday came the issue of 11 million shares to increase liquidity supposedly. Good marketing stunt! The Company is, of course, taking advantage of the high share price to place USD 500 million. That is a sum the Company could not have raised at all six months ago. Yesterday, the Company warned that its share price was far too high.
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Commented by Carsten Mainitz on May 17th, 2021 | 10:29 CEST
Aspermont, SAP, Square - "Digital transformation" megatrend as a snack for the portfolio!
Paper tigers are threatened with extinction, and the threat is called digitalization. The simple definition of digitization (the conversion of analog formats into digital formats and their processing or storage in a digital system) conceals countless individual cases and, in total, the far-reaching upheaval of entire industries and sectors of the economy. In the following, we present three companies that are all profiting from the megatrend. Here are the yield drivers for your portfolio.
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