January 14th, 2022 | 10:13 CET
TeamViewer, Meta Materials, Deutsche Bank: Do your research and beat the market
Table of contents:
TeamViewer: Where is the journey heading?
TeamViewer's stock recently posted significant gains. The reason: The figures turned out somewhat better than expected. The MDAX-listed group saved and therefore earned a little more as a result. However, there were no notable bright spots recently regarding actual orders. The Company is still trading on the stock market, more than 50% below the level of the first pandemic weeks. This example shows that the hype surrounding certain technologies often fades faster than expected - after all, the home office is currently experiencing a boom again.
Nevertheless, there is a lot of fantasy surrounding the TeamViewer share. One reason for this may be the considerations that the portal researchanalyst.com made about TeamViewer at the end of November. At that time, the portal wrote: "On the other hand, TeamViewer, with a market capitalization of just EUR 2.45 billion, with a more than solid base technology and peppered with future technologies, could be an interesting purchase candidate. Since the Goeppingen-based Company is already cooperating with the software giant from Walldorf, a takeover by SAP, including a stay in Germany, would be obvious. Such technology is currently still missing from the major corporation's portfolio." A risk for TeamViewer, on the other hand, is the presumably highly remunerated sponsoring contract with Manchester United. It could reduce margins during the term of the agreement. Given the recent share price performance, the stock must be considered a comeback candidate. However, the value is not a sure-fire winner.
Meta Materials: Anything between EUR 2 and EUR 20 is possible
The Meta Materials share could also use a comeback: The stock is currently trading around EUR 2 - in June, it was EUR 20. The fact that the share is such a volatile plaything of speculators is also due to the business field of Meta Materials. The Nasdaq-listed company specializes in bringing so-called metamaterials to market maturity. These ultra-thin surfaces exhibit physical properties that do not exist in nature. These relate, for example, to optics or conductive properties. For example, a vehicle coated with metamaterials can refract light to flow around the vehicle, making it invisible. It sounds like science fiction, but the magazine Spektrum der Wissenschaft has devoted an entire topic page to it.
Meta Materials states that it wants to realize a wide range of applications, such as transparent antennas in window panes and innovative head-up displays. The cost of producing the material is expected to drop significantly - investors specializing in innovations can take a closer look at the background. On February 17, Meta-Materials CEO George Palikaras will present online at the International Investment Forum (IIF) at 8:30 p.m. and then take questions from the audience. Before Meta Materials, numerous growth companies are presenting online for free. Meta Materials' stock has come down sharply. However, the topic has great potential. To dive deeper, growth investors need to form their own opinion.
Deutsche Bank: Investments are lacking
In order to profit from future growth, bank shares were long considered a solid alternative. Banks finance the economic success of tomorrow and thus earn a little. That was the assumption. Sometimes banks also participate in innovative business models. Deutsche Bank is following this path and securing a portion of the future in this way - but only since 2016. In 2020, media reports made the rounds according to which the due diligence alone for a seven-figure investment took 1.5 years. While Deutsche Bank took a close look at its investments, other investors pressed the pace. Even Commerzbank left its rival behind, treating itself to two venture capital subsidiaries at once. So is Deutsche Bank a lame duck?
The once-proud bank may have been a bit stingy with fintech investments in the past, but the cost-cutting measures paid off at the end of 2021 when two rating agencies upgraded Deutsche Bank, which should benefit the blue bank's bread-and-butter business. Although this business is still some way from major innovations, the current consolidation is likely to be just the thing for long-suffering shareholders. The share is back in solid waters. Sometimes it doesn't have to be the big innovations.
While Deutsche Bank's fundamentals are sound but growth is lacking, TeamViewer's shares thrive on the takeover fantasy. Such a situation can carry second-line stocks upwards for a long time and provide returns. However, investors must be prepared for surprises. There can also be surprises at Meta Materials - in both directions. Those who understand the technology may be able to get ahead of the market. The Company's potential appears great, provided everything works out. The IIF on February 17 should shed more light on the matter.
Conflict of interest
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