December 15th, 2020 | 14:46 CET
TeamViewer, Dermapharm, Q&M Dental Group: Deciding tomorrow's profits!
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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.
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
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