Digitization
Commented by André Will-Laudien on March 4th, 2022 | 10:45 CET
TUI, Aspermont, Lufthansa - Hard hit by the Ukraine crisis, but there is hope!
Putin's attack against the free democratic basic order will have far-reaching consequences. He will go down in the history books as a warmonger and aggressor; as far as Western politicians of character are concerned, he will be burned for years to come. The Russian leader is paying a high humanitarian and economic price for marking the border between East and West. Its own population is the main loser. NATO never posed a threat, as it is a defense pact. Warlike actions have been far from the West for years, and there is no reaction on this side. Freedom and democracy are difficult to preserve for Ukraine, but one should not throw in the towel too soon. The following values have fallen by the wayside, but they will take off again when the situation calms down.
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Commented by Nico Popp on February 24th, 2022 | 13:13 CET
Delivery Hero, wallstreet:online, SAP: Personnel uprising at digital companies
Nowadays, many of our wishes can be fulfilled with just a few clicks: A delicious food bowl for lunch, the latest action blockbuster or even a promising stock - after just a few clicks, we have obtained our goal. But digital business models are not always self-propelling. We get to the bottom of problems and show where opportunities still lie today. We look at the shares of Delivery Hero, wallstreet:online and SAP.
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Commented by Armin Schulz on February 23rd, 2022 | 11:00 CET
TeamViewer, Aspermont, Delivery Hero - Digital turnaround candidates in check
The prospect of an end to the Corona pandemic and raising interest rates was poison for many companies pursuing a digital business model. Many stocks were fundamentally priced expensively and offered the potential for setbacks for that reason alone. In addition, growth is expected to slow once people start going out more after the pandemic. This outlook is not at all palatable to investors. With the recent Ukraine crisis, pressure is building up once again, and it could be a good time to get one or the other turnaround candidate into the portfolio. Today we take a closer look at three companies.
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Commented by Nico Popp on February 14th, 2022 | 10:46 CET
TUI, Aspermont, Delivery Hero: Meet this tech pioneer live at IIF
Exploring new territory, getting out. That is what many people have wanted, and not just since the pandemic. People have always been driven by wanderlust. Getting to know new places, meeting new people. This pioneering spirit can also pay off in business terms: Those who bring the latest trend from the USA, South Korea or Iceland to Germany, often have little competition. We highlight three stocks with pioneering spirit.
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Commented by Carsten Mainitz on February 8th, 2022 | 13:53 CET
Peloton, Aspermont, Netflix - Sustainable digital models
The digital transformation of society and the economy started before Corona but was significantly accelerated by the pandemic. Whether across industries in business, sports or schools, digital business models are the future. If companies resist, they will likely soon be a thing of the past. On the other hand, there are winners emerging from the transformation stronger than before.
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Commented by André Will-Laudien on January 17th, 2022 | 13:42 CET
wallstreet:online, TeamViewer, Microsoft - These values will continue to inspire in 2022!
Anyone who wants to secure a piece of the market share in online business today must develop good digital concepts and exceptional customer service. Many business models have undergone a real test with the pandemic. Here, it had to be shown what appeals to the platform customer and where the advantages for home office users lie. As a result, only a few succeeded in achieving digital perfection. We look at three successful online business models with growth potential even in a post-pandemic world.
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Commented by Carsten Mainitz on January 17th, 2022 | 10:05 CET
Aspermont, SAP, Steinhoff - Unbridled growth
With focused growth and high investments in the cloud division, European software giant SAP wants to attack the US tech groups Oracle and Salesforce. The Walldorf-based Company has recognized the signs of the times; technological progress concerning a rapidly growing engineered and digital world is picking up speed. The Australian Company Aspermont, a formerly long-established publishing house, has already gone through the digital transformation. The next step is now to become a fintech group. The path has already been paved.
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Commented by Stefan Feulner on January 11th, 2022 | 11:20 CET
Steinhoff, Aspermont, Bayer - Crazy speed
In terms of digitization, Germany lags light years behind other countries. Most of the big Internet success stories were written in the USA with Facebook, Google, Amazon and Apple. Yet new developments are coming faster and faster, and the digital transformation continues unabated. Down Under, the next success story is currently being built: The transformation of a venerable publishing house into a digital media company. The next big step is on the horizon, which should bring great potential for investors with the help of new shareholders. But the story is still in its infancy.
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Commented by André Will-Laudien on January 5th, 2022 | 09:10 CET
Alibaba, Aspermont, TeamViewer - This is where the action is in 2022!
Whoever owns the information has the power! Chinese regulators have long known how important the availability of sensitive data is nowadays. That puts Asian tech companies in a difficult position, as they want to grow mindlessly by Western standards and shy away from heavy public scrutiny. Traffic on social media channels is quasi-public; the platform operator processes it even with T&C consent. For companies like Meta (ex Facebook), this has become the prominent business model. We look at three interesting technology companies that have their data under control.
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Commented by Armin Schulz on December 29th, 2021 | 10:26 CET
TeamViewer, Aspermont, ProSiebenSat.1 Media - Digital business models booming
The Corona Crisis has shown that digital business models are booming, whereas conventional business models suffered from the lockdown. If you want to look at it positively, the crisis has led to a digitalization push and new business models. Restaurants suddenly switched to online ordering, seminars are held online, and virtual trade shows are also on the rise. On the stock market, too, some companies are increasingly focusing on digitized business models. Today we take a closer look at three of them.
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