Digitization
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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Commented by Stefan Feulner on October 19th, 2021 | 12:03 CEST
TeamViewer, Aspermont, Commerzbank - One step ahead
The digital age is massively transforming the economy and, as a result, businesses and their business models. Traditional models are being displaced, and new ideas are in demand. The Corona pandemic has highlighted the enormous shortcomings and accelerated the transformation to a digital world. Across industries, companies that embrace and implement this development are likely to be among the winners, while analog companies will lose their competitiveness and disappear from the scene.
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Commented by Stefan Feulner on October 18th, 2021 | 12:02 CEST
China Evergrande, AdTiger, Geely - Great opportunities in China
China cannot get out of the negative headlines. After the government accelerates the regulation of domestic technology groups, the Middle Kingdom is facing the next problem. The impending collapse of Chinese real estate giant Evergrande has been preoccupying the markets for weeks. However, due to the strong correction in recent months, there are attractive entry opportunities, especially in the technology sector. Charlie Munger, for example, long-time business partner of investment legend Warren Buffett, massively increased his stake in online giant Alibaba in the last quarter, according to a report in the Daily Journal.
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Commented by Armin Schulz on October 13th, 2021 | 11:09 CEST
Alibaba, AdTiger, ProSiebenSat.1 Media - Christmas business makes the cash register ring in the advertising market
Even before Corona, more and more people were shopping online, and the pandemic has further boosted this trend. Christmas is fast approaching, and this festival of gifts traditionally brings retailers the highest sales. Sitecore has learned from a survey that Christmas shopping will start earlier this year. When talking to local retailers, it is often heard that customers are nowhere near as abundant as they were before the pandemic. Corona rules or mask-wearing obviously bothers some consumers, and so they continue to turn to online shopping. The advertising market will grow significantly in the next two months, both online and offline. So today, we analyze three companies that are involved in advertising and e-commerce.
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Commented by Carsten Mainitz on October 11th, 2021 | 13:11 CEST
Aspermont, flatexDEGIRO, TeamViewer - Buy recommendations from analysts
Growth and expectations play a crucial role in share price development. But often, it is the discrepancy between expectations and forecasts on the one hand and the facts on the other that move prices. If expectations are missed, and this happens more often or to a serious extent, it can lead to prolonged share price weakness. On the other hand, overly high expectations of the investment community or a failure to recognize growth prospects can lead to good investment opportunities. Analysts recommend buying the following stocks.
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Commented by André Will-Laudien on October 7th, 2021 | 14:03 CEST
Alibaba, Aspermont, Facebook - Cyberattacks or data leaks?
The stock markets are shaking, and the flood of data is increasing daily. As a result, the traffic on all social media channels is also increasing. Some of them get performance problems or have to shut down because of server problems. There have now been several outages lasting several hours in quick succession in the Facebook empire, costing investors over USD 50 billion in market value in Facebook shares. Information is the name of the game on the stock market today, and social platforms like Reddit have a big stake in the market. When something does not work, investors often react in panic and stock markets swing wildly. We take a look at some of the protagonists.
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Commented by Nico Popp on September 30th, 2021 | 11:36 CEST
Infineon, AdTiger, Alibaba: China as a huge comeback opportunity
Digital business models have enormous advantages. One of the most important trump cards is scaling. Once a digital product is established on the market, more and more customers can acquire it without much effort. While classic industrial products depend on new factories, digital players simply buy in computing or storage capacity and serve the new demand at lightning speed. We have selected three exciting stocks related to digitalization.
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