Close menu




November 4th, 2021 | 15:21 CET

TeamViewer, HelloFresh, Aspermont: Year-end rally

  • Investments
Photo credits: pixabay.com

The year-end rally in 2021 seems to have started in October. For technology stocks, in particular, it was a golden October. The leading index for tech stocks, the Nasdaq, clearly left its weak September phase behind and ended October at around 15,500 points. Technology stocks also started November strongly, raising hopes of a strong year-end rally. Tech stocks outside the US should also participate in this. HelloFresh surprised investors positively with an increase in its forecast, and the worst could be over for the problem child TeamViewer after the publication of its quarterly figures. The Aspermont share has not yet taken off. Analysts see clear potential for the Australian insider tip.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: TEAMVIEWER AG INH O.N. | DE000A2YN900 , HELLOFRESH SE INH O.N. | DE000A161408 , ASPERMONT LTD | AU000000ASP3

Table of contents:


    Aspermont raises data treasure: Segment data in Q4 +160%

    Aspermont Limited has a data treasure trove of 7.5 million registered decision-makers from the mining, energy and agriculture sectors. The Australian technology company intends to leverage this with an "Anything-as-a-Service" model. It is a subscription model that can be customized and topped up. In return, customers then have access to premium services such as data, statistics and research results. They can also participate in numerous virtual and/or face-to-face events. The model seems to be catching on: the data segment was the growth engine in the past quarter, increasing 162%. That resulted in the gross margin for the group increasing from 58% to 65%. Overall, the Company increased revenue by 24% to AUD 4.3 million last quarter. Aspermont also intends to grow significantly in the coming years. New business areas are also expected to contribute to this. Aspermont has just entered the fast-growing fintech market. To this end, it has entered into a cooperation with Spark Plus, a management consultancy and specialist in roadshows for Asian companies, and the Australian securities dealer International Pacific. The joint venture - in which Aspermont holds a 44% stake - plans to build a financial platform that will bring together companies seeking capital and investors.

    The analysts of the German research house GBC are convinced of the future prospects. They recommend the Aspermont share with a price goal of AUD 0,09 to the purchase (more-ir.de/d/22781.pdf). In the field of business-to-business marketing, the Company is one of the leading players worldwide, GBC said. In fiscal 2020, Aspermont completed its turnaround with positive EBITDA, it added. Currently, Aspermont shares are trading at AUD 0.021, well below the GBC price target - making it a candidate for a year-end rally.

    HelloFresh surprises with a forecast increase

    HelloFresh has already kicked off the year-end rally with strong quarterly figures and a forecast increase. The number of active customers increased by almost 39% in the third quarter. Sales climbed by around 46% to EUR 1.42 billion. Analysts had expected only EUR 1.32 billion. However, this growth came at the expense of earnings. Thus, adjusted EBITDA fell by 30.4% to EUR 79.8 million. As a result of this development, the cooking box provider has raised its forecast for the full year. It now expects sales to increase by 57% - 62% (previously 45% - 55%). The adjusted EBITDA margin is expected to remain unchanged at between 8.25% and 10.25%. Credit Suisse raised its price target for HelloFresh shares slightly from EUR 93 to EUR 95 and confirmed its "Outperform" rating. The Company is one of the few profitable players in the online grocery trade, analysts said.

    TeamViewer: Year-end or short recovery rally?

    Whether TeamViewer is a year-end or short recovery rally remains to be seen. At the very least, investors reacted with relief to the publication of the final figures for the third quarter, and the shares of the tech worry child were able to make substantial gains. TeamViewer confirmed its preliminary Q3 results from early October. Billings rose 18% to EUR 125.8 million. Adjusted EBITDA decreased to EUR 42.3 million (Q3 2020: EUR 58.2 million). The reason for this was significant investments in brand building and the already communicated lower than expected billings for Q3 2021, resulting in an Adjusted EBITDA margin of 34% (Q3 2020: 55%). TeamViewer confirmed the outlook reduced in October. Billings are expected to be in a range between EUR 535 million and EUR 555 million in 2021.

    The adjusted EBITDA margin is expected to be between 44% and 46%. Analysts have not yet issued a new buy recommendation but rate the stock predominantly "neutral". For this, the Company will probably first have to regain lost confidence.


    Technology stocks, in particular, are currently performing well. HelloFresh has given the starting signal for the year-end rally by raising its forecast. Aspermont is doing well operationally, and the share seems ripe for a rise. TeamViewer is expected to remain volatile.


    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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



    Related comments:

    Commented by André Will-Laudien on May 10th, 2022 | 11:54 CEST

    GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

    • GreenTech
    • Technology
    • Investments

    The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.

    Read

    Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST

    Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!

    • Digitization
    • Investments
    • Technology

    What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.

    Read

    Commented by Juliane Zielonka on May 5th, 2022 | 12:57 CEST

    Bayer, NervGen, Adler Group - Pharma and Real Estate, management in focus

    • Biotechnology
    • Pharma
    • Investments

    Corporate giant Bayer is collaborating with Charité Berlin to cure genetic diseases in the future. A paradox? Big Pharma thrives on alleviating symptoms but not curing diseases. Things will soon look different. The biotech company NervGen is also dedicated to curing diseases. The approach here: reverse degenerative nerve conditions through self-healing. Specifically, this means helping individuals with paraplegia who are wheelchair-bound reconnect their neural pathways. The Company is in the clinical trials phase and was started by a co-founder who witnessed a dramatic accident. One cannot speak of an accident at the real estate company Adler Group. Four board members have resigned after auditor KPMG refused to give its OK for the annual financial statements. Can management regain the confidence of shareholders?

    Read