Digitization
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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Commented by Carsten Mainitz on December 21st, 2021 | 12:18 CET
GameStop, Aspermont, Salesforce - What counts are facts, facts, facts!
The stock market trades the future. But analysts far too often get bogged down in looking at the latest quarterly, half-yearly or annual figures. These data describe a company's current situation and can also point to dangerous moments in the future. How did market participants perceive the figures and outlook of the three companies mentioned?
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Commented by Fabian Lorenz on December 9th, 2021 | 06:11 CET
Steinhoff, HelloFresh, Aspermont: From flop to top
The stock markets continue to be very nervous. The German leading DAX index could not do anything with the good guidance from the US and was slightly in the red. Among the striking shares are the papers of HelloFresh. The cooking box mail-order Company disappointed investors and analysts with its forecast for 2022. The situation is quite different at Aspermont. The preliminary figures were convincing, and analysts see considerable share price potential due to the entry into the FinTech business. In contrast, Steinhoff shares remain a plaything for gamblers. Although there seems to be light at the end of the tunnel, legacy issues have the ailing retail Group and its stock in their grip.
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Commented by Stefan Feulner on November 30th, 2021 | 10:07 CET
RWE, Aspermont, Xiaomi - Regrouping after the sell-off
Omicron shakes the perfect stock market world. After the emergence of a new mutant in South Africa, the stock markets have plummeted. The end of the year-end rally seems to be sealed. The DAX is threatened with falling below the psychologically important mark at 15,000. But, on the other hand, investors are already taking advantage of the low prices again to invest in promising companies at more favorable price levels. Holding the important mark could still lead to belated Christmas presents despite the short break.
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Commented by Nico Popp on November 26th, 2021 | 10:39 CET
Hochtief, TalkPool, Bilfinger: Real estate shares and the new German government
The coalition agreement of the new German government reads ambitiously and met with a positive response from the real estate industry. Above all, the planned reduction in bureaucracy and digitization should be in the interests of all concerned - after all, analog land registers repeatedly cause errors and delays, which are quickly expensive, especially in construction. But the coalition's plans also include greener construction and stricter regulations on insulation and heating. We present three stocks and explain whether they will benefit or not.
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Commented by André Will-Laudien on November 22nd, 2021 | 10:17 CET
TeamViewer, Aspermont, Palantir - Lockdown ahead: Corona drives the online world!
The stock markets reached new highs again last week. The inclined observer is starting to wonder what is always celebrated here from one week to the next? Governments are again imposing different measures to combat the pandemic. Even the lockdown is becoming socially acceptable again due to the standards in Austria. Many had hoped that the vaccinations would have given us a better winter than last year. However, due to historical infection figures in Germany, this does not seem to be the case. Anyone who still believes in a flourishing economy here must have strong nerves. We are looking at a few companies that can continue to grow strongly despite the pandemic.
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Commented by Carsten Mainitz on November 10th, 2021 | 10:19 CET
TalkPool, Deutsche Telekom, United Internet - Smart industry with imagination!
Whether in energy, electrical or manufacturing technology - new technologies have already significantly changed communication between people and commerce. Now they are about to revolutionize the use of everyday objects, vehicles and industrial production. Above all, the possibilities of wireless networking, the availability of central and mobile computing power at any time as cloud, mobile and wearable computing, and the equipping of the natural world with a wide range of sensors are the main drivers of advancing digitalization.
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