Close menu




December 15th, 2020 | 14:46 CET

TeamViewer, Dermapharm, Q&M Dental Group: Deciding tomorrow's profits!

  • Investments
Photo credits: Q & M Dental Group

When it became apparent in March that millions of employees would suddenly be working from home offices, the market initially focused on the obvious solutions. TeamViewer is a software that many users were already familiar with at the time, allowing them to access PCs remotely. Particularly for people who had previously worked exclusively in the office, the software, some of which was free, was a good solution. But the world keeps turning. In the meantime, many companies have made the switch, offering their employees VPN access to the company network or using other cloud solutions. It is also likely that one or two mobile devices have been distributed to employees in recent months, at least according to sales in the hardware sector.

time to read: 2 minutes | Author: Nico Popp
ISIN: SG2E73981531 , DE000A2YN900 , DE000A2GS5D8

Table of contents:


    TeamViewer: What will become of the lockdown stock of the first hour?

    Consequently, the initial euphoria surrounding TeamViewer has quickly subsided. On a one-year view, however, a share price gain of around 34% remains. Most recently, the market has focused more and more on the competition: In addition to all the large tech companies, smaller companies from all over the world are also looking to TeamViewer's market share. To survive in such a situation can be difficult. The Company is represented worldwide and has invested heavily in sales.

    It is even represented in India, China and Singapore. In the USA, the Company also wants to target customers and win them over to its subscription model. Since peaking at more than EUR 35 in the summer, the share price has fallen and is in a negative trend. Given the general market environment, the share is no longer likely to be engaging in the weeks ahead - even despite the new lockdown.

    Dermapharm as a long-term beneficiary?

    Dermapharm's share price has risen by 37% in the past twelve months. However, there was little sign of this recently - the value consolidated somewhat. The share had become known to more and more investors in recent months because Dermapharm cooperates with BioNTech and makes capacities available to the vaccine manufacturer. Dermapharm specializes in vitamins, enzymes and other products. Among other things, the Munich suburbanites extract active ingredients from plants and are also involved in the field of cannabis products.

    In the wake of the pandemic and increased awareness of issues such as health and the immune system, Companies like Dermapharm could benefit in the long term. Most recently, the Company raised its forecast, expecting up to 15% more sales in 2020. As a result, the Company also increased its dividend and offers about a 2% dividend yield. Since Dermapharm's stock market debut in 2018, the value has climbed continuously. Even the crisis only caused short-term uncertainty. In the long term, the title appears promising.

    Q&M Dental Group: clinic chain with Covid-19 boost

    A Company that is still largely unknown in Germany is the Q&M Dental Group. Q&M owns eighty medical facilities in Singapore, including mainly dental clinics, making it the island's largest private provider. When demand for dental treatment collapsed at short notice in the wake of the first wave of the pandemic, Q&M Dental reacted immediately and relied on a sophisticated testing strategy.

    In April, the Company acquired a stake in the medical technology Company Acumen Diagnostics. Among other things, this Company manufactures test kits for Covid-19 and has also been supplying Q&M since then. As a positive side effect, the increased demand for tests is making a positive contribution to Q&M's figures. However, the Company emphasizes that the traditional medical treatment business remains the Company's mainstay and is expected to account for 90% of sales.

    Q&M as a bet on the rise of the Asian middle class

    Analysts at KGI, an Asian analyst firm, see a potential upside of SGD 0.54 for the stock, or about twenty percent more than the current price of SGD 0.47. As a comprehensive testing strategy is expected to be important even despite vaccines, Q&M's business could benefit from its stake in Acumen into 2022, they said. In its core business, the Company plans to expand into other regions of Asia, allowing Q&M to benefit from the growing prosperity in Asia. The middle class, in particular, is developing dynamically there and is increasingly demanding medical and aesthetic services in addition to consumer goods.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Nico Popp on May 25th, 2022 | 10:44 CEST

    All eyes on Deutsche Bank and Commerzbank - but Aspermont has the greatest leverage

    • Investments
    • Technology
    • Mining

    The two best-known German banks are currently in demand on the market. Why? The interest rate turnaround means that the typical bread-and-butter business with loans is profitable again. Business picks up when banks have room to manoeuvre with interest rates in positive territory. Also, the increasingly weaker environment for corporate financing at the upper end of the risk scale ensures that banks take on a more critical role as traditional intermediaries. We take a closer look at Commerzbank and Deutsche Bank, but we also have an exciting second-tier stock on our list that could become an insider tip thanks to its unique selling propositions and growth potential.

    Read

    Commented by Stefan Feulner on May 24th, 2022 | 11:23 CEST

    Lufthansa, wallstreet:online, Rheinmetall - The mood brightens

    • Investments

    At this year's World Economic Forum in Davos, Switzerland, Robert Habeck, Germany's Minister for the Economy and Climate Protection warned of a global recession. Specifically, he said, there were four sources of danger in the form of high inflation, an energy crisis, food shortages and the climate crisis. In contrast, the mood of the German economy brightened considerably in May, despite the Ukraine conflict. "The German economy is proving robust despite inflation concerns, material shortages and the war in Ukraine," Ifo President Clemens Fuest said. "Signs of a recession are not visible at present." Ideal conditions for further rising quotations. Thus, several indices are again on the verge of striking buy signals.

    Read

    Commented by Armin Schulz on May 23rd, 2022 | 12:49 CEST

    BASF, MAS Gold, Plug Power - Shares with great turnaround potential

    • Gold
    • Hydrogen
    • Investments

    The Fear & Greed Index is down to 11, which means nothing other than extreme fear. And there are many areas causing headaches for investors. There is the Ukraine crisis, inflation, rising interest rates in the US, supply chain problems due to zero-COVID policies in China, and fear of recession. However, the S&P has formed a double bottom last week, which raises hope for a turnaround in the markets. Due to the crises, there are currently also opportunities again. We take a look at three potential turnaround candidates.

    Read