Close menu

September 6th, 2021 | 13:17 CEST

Tencent, Alibaba, Kainantu Resources, Aixtron - Asia on the rise!

  • Gold
Photo credits:

The international supremacy of the USA is closely linked to the status of the US dollar as the world's reserve currency. However, the United States has turned the debt wheel too far and weakened itself through unwise policies. Outdated power interests and isolationism hinder economic dynamism, and they undermine well thought-out trade strategies. Asia has relied on modern infrastructure for decades, and not just at home. Public infrastructure in the US is dilapidated to the level of the last millennium. The new Silk Road and the takeover of international seaports and airports have recently given China a crystal-clear lead. That is why the Silk Road does not end in New York but Europe.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: TENCENT HLDGS HD-_00002 | KYG875721634 , ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , Kainantu Resources Ltd. | CA48301H1073 , AIXTRON SE NA O.N. | DE000A0WMPJ6

Table of contents:

    Brodie Sutherland, CEO, Tocvan Ventures
    "[...] One focus will be on deposits near the surface. These would be good arguments for a quick production decision using the low-cost heap leaching method. [...]" Brodie Sutherland, CEO, Tocvan Ventures

    Full interview


    Tencent and Alibaba - Technology giants let the people participate

    In China, the big tech companies are getting nervous: ever new measures by the central government are causing tensions, and the level of surveillance is constantly increasing. Now the tech companies have found a way to get the regulators on their side. After all, the socialist central government primarily wants a more even distribution of wealth. Suddenly, China's billion-dollar corporations are in a hurry to get their profits among the people. Lei Jun, the founder of the smartphone manufacturer Xiaomi, transferred shares worth the equivalent of EUR 1.8 billion to a foundation for charitable purposes. The Internet giants Tencent and Alibaba are raising the equivalent of EUR 6.5 and EUR 13 billion in donations.

    The corporations assure that they are fully behind the latest campaign by state and party leader Xi Jinping to achieve "universal prosperity," however defined. Beijing's leaders have had enough of irrational capital expansion and uneven growth in wealth distribution. For years, corporations benefited from the fact that the Beijing government barely regulated them. As a result, corporations gradually grew that are little inferior to their US role models, such as Amazon, Facebook or Google. But while their US competitors continue to climb to new highs on the stock market, investors in Chinese tech stocks have had a disastrous year so far. According to estimates by investment bank Goldman Sachs, more than USD 3 trillion has been wiped off the markets.

    But with growth expected to continue for years, Tencent at EUR 52 and Alibaba at EUR 143 are clear long-term buy candidates. A small residual risk lies in an often discussed US delisting.

    Kainantu Resources - Raw materials from Papua New Guinea

    A great deal of government funds are used in western industrialized countries to cope with pandemics, environmental disasters and the pacification of foreign trouble spots. The central banks continue to provide these funds at the most favorable conditions through historically low interest rates. However, the money reaches the addressed investment fields and increases the money supply, which has been exploding for years via the economic cycle.

    In times of this hyper-debt, gold is a possible means of cushioning monetary devaluation and emerging inflation. From 1998 to 2021, the precious metal has increased tenfold from USD 200 to around USD 2000. Thus, the metal could completely offset a 3% inflation over 23 years. Anyone looking for this protection does not necessarily have to buy physically because mines and still undeveloped gold deposits in the ground also have their price. The Kainantu property in faraway Papua New Guinea (PNG) represents an exciting project. It is located close to major producers Barrick, Lihir and K92 Mining.

    Kainantu reports continued good exploration results at its KRL South and North projects in its latest interim report. These relate to auger sampling in the Tirokave area, which is used to define the three gold deposits of East Avaninofi, Yaoro Ridge and Kerefa. In the southern section, rock samples with high-grade gold (up to 40.13 g/T) have been found. In the northern area, extensive mapping work has commenced to build on historical evidence of porphyry alteration and mineralization. In addition, at the May River copper-gold project, Kainantu signed two definitive agreements to acquire mineral concessions in a highly prospective area.

    Given the many advances, a net loss of CAD 940,000, including listing costs, is bearable as there is still CAD 1.64 million in cash for exploration after raising CAD 2.94 million in capital. With a market capitalization of CAD 9.9 million, Kainantu Resources remains a bargain on the stock exchange.

    Aixtron - At home in high technology

    A German high-tech group with good Asian connections is Aixtron SE. The Company is a leading supplier of equipment for the semiconductor industry. The Company was founded in 1983 and is headquartered in Herzogenrath.

    Many customers use the Company's products worldwide to manufacture high-performance components for optoelectronic applications based on compound or organic semiconductor materials. These include LED and display technology, data transmission, energy management and conversion, communications, signaling and lighting technology, and many other demanding high-tech applications. From its headquarters in Aachen, Germany, Aixtron operates in all markets worldwide and maintains research and sales collaborations in the USA, UK, China, Japan and Korea.

    Aixtron benefits extraordinarily from the international shortage of technology products. Over the year, the share has already gained over 150%. With revenue growth of a good 15% per year, the stock market pays a revenue multiple of 5 and a P/E ratio of about 30 for the German technology pearl. Compared to many NASDAQ listings, this is still within reason, so the chances for a trend continuation are quite good. Stay invested with a tight stop at EUR 22.

    Asia is back to growth after a short pandemic damper. The disruptive fire of the Chinese regulators will extinguish at some point, but until then, the investment in China's technology giants remains speculative. Kainantu Resources is an Asian commodity bet with charm, as it offers a premium geographic alternative to other mining projects.

    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 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

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by Fabian Lorenz on July 16th, 2024 | 07:15 CEST

    Next share price jump? TUI, Aixtron, and Desert Gold

    • Mining
    • Gold
    • Travel
    • Technology

    Is the Aixtron share about to make its next leap? The shock of the profit warning was digested with a rise of over 10%. Three analysts recommend the share as a "Buy". Desert Gold is also ripe for a new rally. After more than doubling in a short space of time at the beginning of the year, it consolidated textbook style. Will it soon jump to a new yearly high? The Company is certainly not expensive, and experts consider a gold price of USD 3,000 possible. Important drilling results are also on the horizon. TUI is currently performing well operationally. The summer season business is booming, and the bankruptcy of a competitor is providing additional momentum. Nevertheless, the share is trending sideways. Could the purchase of an island be the trigger?


    Commented by André Will-Laudien on July 11th, 2024 | 06:45 CEST

    Mega rally on the cards - 500% plus is likely too low an estimate! Evotec, Desert Gold, Cogia, VCI Global, and Lufthansa

    • Mining
    • Gold
    • Commodities
    • Biotechnology
    • airline

    The stock market keeps rising and rising - this much is revealed by the ever-new highs of prominent indices such as the NASDAQ 100, S&P 500, or the Nikkei index. However, a closer look reveals some inconsistencies. For example, only 6% of all traded stocks are currently reaching new highs, while over 70% of all listed stocks have fallen since the beginning of the year. In short, global liquidity is aggregated in just a few blockbuster stocks, with the rest being left behind. Such bubbles already occurred in 1999, 2007, and 2015, followed by a 25% to 50% correction. When exactly this will happen, no one knows, but the party is likely to continue for a while due to high liquidity. Gold and silver are in the process of forming interesting breakout formations. Now is the time to pick the cherries!


    Commented by Juliane Zielonka on July 4th, 2024 | 07:30 CEST

    Innovation meets tradition: How Mercedes-Benz Group, Desert Gold, and Amazon are shaping the future

    • Mining
    • Gold
    • Commodities
    • Electromobility
    • Retail

    The global economy is facing a variety of challenges and opportunities. While vehicle manufacturers such as Mercedes are adapting their strategies, new opportunities are opening up in other sectors. Mercedes is expanding the combustion engine range of its S-Class and offering models with both a petrol engine and an electric battery. The German Association of the Automotive Industry is concerned about the EU's punitive tariffs on Chinese electric vehicle imports. It predicts that the impending trade conflict will intensify, particularly with regard to rare earth metals. In these uncertain times, it is all the more important to add some gold to the portfolio as a hedge. One candidate with high growth potential is the exploration company Desert Gold, which is investigating an outstanding area with over 1 million ounces of gold resources in Mali, Africa. Those who prefer data to new gold will be pleased with Amazon's latest strategic move. The Seattle-based company has not only brought on board a smart AI leader but also the entire team along with AI. Where is an investment worthwhile?