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Jim Payne, CEO, dynaCERT Inc.

Jim Payne
CEO | dynaCERT Inc.
101-501 Alliance Avenue, M6N 2J1 Toronto, Ontario (CAN)

jpayne@dynacert.com

+1 416 766 9691

dynaCERT CEO Jim Payne on attractive hydrogen opportunities


Sebastian-Justus Schmidt, CEO and Founder, Enapter AG

Sebastian-Justus Schmidt
CEO and Founder | Enapter AG
Ziegelhäuser Landstraße 1, 69120 Heidelberg (D)

info@enapterag.de

Enapter AG CEO and founder Sebastian-Justus Schmidt on the future of hydrogen


John Jeffrey, CEO, Saturn Oil & Gas Inc.

John Jeffrey
CEO | Saturn Oil & Gas Inc.
Suite 1000 - 207 9 Ave SW, T2P 1K3 Calgary, AB (CAN)

jjeffrey@saturnoil.com

+1-587-392-7900

Saturn Oil & Gas CEO John Jeffrey on the future of the company and ESG


15. December 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 by Nico Popp


 

Author

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


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.


Author

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



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


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