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.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
Talkpool AG | CH0322161768 , DEUTSCHE TELEKOM ADR 1 | US2515661054 , UTD.INTERNET AG NA | DE0005089031
Table of contents:
Author
Carsten Mainitz
The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.
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TalkPool - Smart solutions
Founded back in 2000, TalkPool relies on future technologies such as 5G or the Internet of Things to reduce energy and water consumption in buildings. With its self-developed sensor technology, the Swiss Company is the market leader in this field. TalkPool started at the beginning of the millennium with the maintenance of networks and the development of solutions to enable efficient communication between people and things. In the meantime, the Company has established itself in this segment as a partner of global telecommunications operators, such as Deutsche Telekom, and system providers and general contractors.
In the fight against Corona, the system was successfully tested in a pilot project in Spain in cooperation with international partners. Here, the built-in sensors provided information about the CO2 content of a room and transmitted this data in real-time to the smartphone app. As a result, it is possible to calculate how many people are in a room, and visitors can be warned of an increased risk of infection before they even enter the place.
The Home Solutions subsidiary recently booked an order from a housing association in Stockholm to upgrade its motorized heating system. The order includes the supply of components, installation, local connection via wireless M-Bus, the individual measurement and billing function configuration, and a service contract for around 400 motor heaters.
With a "Grand Master Plan", TalkPool aims to become a premium address as a provider of sustainable building and telecommunications solutions based on smart IoT applications by 2025. Revenues are expected to more than double from the current EUR 21 million to EUR 48 million, with EBITDA margins expected to be between 11% and 14%. With a current stock market value of just under EUR 5 million, these prospects promise high potential.
Deutsche Telekom - Analysts are optimistic
Jefferies rates the Deutsche Telekom share as "Buy" with a price target of EUR 21.80. Analyst Ulrich Rathe sees the partnership with Australian investor IFM to speed up the expansion of fiber-optic networks as a positive move. It means the Bonn-based Company is conserving its cash and debt while at the same time securing its share of the infrastructure.
At the end of last week, Deutsche Telekom announced that it would sell part of its stake in GlasfaserPlus to IFM Global Infrastructure Fund and set up a joint venture. In return, IFM Global Infrastructure Fund will take a half stake in the expansion company GlasfaserPlus GmbH. The joint venture aims to add up to four million additional gigabit-capable "Fiber to the Home" connections in rural areas and assisted areas by 2028.
United Internet - Strong figures
Following the share price low at the end of October, one of the largest internet service providers is working on a comeback. The technical picture is brightening considerably. In addition, the share price increases of recent weeks are fundamentally underpinned, and there is still room for improvement. On the one hand, United Internet CEO Ralph Dommermuth plans to take the cloud subsidiary Ionos public in spring 2022. The forecast market value of around EUR 5 billion would mean the largest IPO of its kind in Europe to date. In October 2021, French competitor OVHcloud went public with a valuation of EUR 4 billion. The aim is thus to further expand its market leadership in the European cloud business. By going public, Ionos would secure an acquisition currency for takeovers. In addition, Dommermuth is loudly considering increasing his stake in the group from 42% to 51%.
In addition to the IPO fantasy, the Montabaur-based Company could also shine with its third-quarter figures. The number of customer contracts increased by 760,000 to 26.41 million in the first nine months. Revenue grew from EUR 1.33 billion to EUR 1.39 billion. EBITDA also increased by almost 10% to EUR 321 million. Earnings per share were EUR 1.80, compared to EUR 1.33 in the previous year.
Management expects sales to increase to EUR 5.6 billion and adjusted operating EBITDA to reach around EUR 1.25 billion for the full year. Warburg Research left its rating for United Internet at "buy" with a price target of EUR 55 after the strong figures. They are thanks to 1&1, analyst Jonas Blum wrote in an initial reaction.
Digitization is rapidly changing the world. Future technologies such as the Internet of Things are playing a role in more and more industries. TalkPool is on a growth path with its innovative sensor technology. Analysts also see potential at Deutsche Telekom and United Internet.
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