Close menu




January 31st, 2023 | 14:33 CET

This new project changes everything: Deutsche Bank, Aspermont, Alibaba

  • Digitization
  • Innovations
  • Technology
  • Investments
Photo credits: pixabay.com

When processes go digital, great opportunities arise: automation and scaling can ensure growth and turn established business models into high-flyers. But which companies should investors actively support in their transformation? Where is there real potential for investors, and where are companies just spreading buzzwords? We highlight three stocks for you.

time to read: 3 minutes | Author: Nico Popp
ISIN: DEUTSCHE BANK AG NA O.N. | DE0005140008 , ALIBABA GR.HLDG SP.ADR 8 | US01609W1027 , ASPERMONT LTD | AU000000ASP3

Table of contents:


    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview

     

    Deutsche Bank: How digital is the share?

    Deutsche Bank's share will be among the winners of 2023. Last month alone, the stock went up by around 11%. Over a six-month period, it has even risen by more than 45%. The reason for the share price rally is the interest rate turnaround. The higher the interest rates, the better banks can earn money with their bread-and-butter loans business. Investment banking also remained robust until the end - there was little sign of a crisis. But Deutsche Bank still has room for improvement in terms of returns. The solution to this problem is said to lie in ongoing digitization.

    Years ago, the Company announced it wanted to focus more on areas where it could offer customers the greatest added value. Digitization is to play a significant role in this. In this way, security is to increase, and costs are to decrease. In order to bring a breath of fresh air into the bank, Deutsche Bank already sought increased cooperation with startups a few years ago. Anyone logging into their account today will quickly find such offers - be it around interest solutions or in other areas. So Deutsche Bank is on the right track. However, the digitization strategy will not bring the big breakthrough for shareholders. The reason: Deutsche Bank is too big and sluggish for individual projects to make such a big impact. However, the share remains solid.

    Aspermont: Digital financing platform exceeds expectations

    The Australian mediatech company Aspermont is more than solidly positioned. The Company comes from the traditional publishing business and stands, among others, for the renowned brands Mining Journal and Mining Magazine. In addition, Aspermont offers numerous other solutions for farmers, industrial companies and customers from the raw materials sector. A few years ago, Aspermont launched its digitization strategy and now rolls out its content predominantly digitally. The business relationships accumulated over decades are now also paying off in the event business, which Aspermont is driving both in physical presence and digitally. In 2022, Aspermont launched Blu Horseshoe, a financing platform with renowned partners, which has already processed 118 transactions in the first four months of its existence.

    The Company sees this development as trend-setting. The digital platform is likely to be implementable in other markets as well. Proof that there is a market for such solutions has been provided. Coupled with the attractive media business, trade shows and other events, Aspermont offers comprehensive solutions for companies in the commodities sector and for growth companies in general. The research portal researchanalyst.com currently sees the stock as attractive: "The price-to-sales ratio of 3 with organic sales growth of 20% and margins of over 50% compares favorably with the peer group," according to the latest report.

    Innovation is a top priority at Deutsche Bank. Photo: Deutsche Bank

    Alibaba: End of the line?

    The success of Alibaba, among others, shows that it can pay off to advance several synergistic and, at the same time, digital business areas. In addition to eCommerce and auctions, the Company also indirectly offers payment services, cloud solutions and all kinds of other projects. Customers can, therefore, hardly avoid Alibaba. Especially in China, the Company is strong and generates almost 70% of its sales. Due to the pandemic, economic activity in China weakened in 2022. Alibaba also felt the impact - for the first time in years, the Company did not publish full sales results for Singles Day. The eCommerce giant and Amazon clone also failed to provide a detailed outlook for 2023. The stock gained after the turn of the year but is currently consolidating. Even a share buyback program cannot stabilize the share price at present. In the long term, there is potential here, but in the short term, it can become turbulent.


    Things look much more relaxed at mediatech hopeful Aspermont - the share price has been fixed around EUR 0.013 for months. This boredom can be a solid starting point for all investors convinced of the scaling story at Aspermont. For stocks such as Deutsche Bank and Alibaba, the drop seems more significant, given recent gains. Aspermont is also worth closer analysis for investors who otherwise tend to back blue chips.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    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



    Related comments:

    Commented by Juliane Zielonka on April 18th, 2024 | 07:00 CEST

    Volkswagen, Altech Advanced Materials, BYD - who can benefit from China's rise

    • Innovations
    • Technology
    • Electromobility
    • Batteries

    Chinese companies such as BYD benefit from state subsidies and domestic access to raw materials. BYD's subsidies have risen from EUR 220 million in just three years to EUR 2.1 billion. These sums are helping BYD dominate the Chinese electric vehicle market and increasingly penetrate the European market. Volkswagen cannot escape the pull of China either. As part of its "In China, for China" strategy, Volkswagen is expanding its cooperation network with Chinese partners. The aim is to reduce costs significantly in the development of EV technology. For companies like Altech Advanced Materials, close cooperation with Chinese market leaders such as BYD and Volkswagen offers the opportunity to commercialize innovative battery technologies that meet the needs of the changing market. One of these innovations, made in Germany by Altech Advanced Materials, increases the longevity of EV batteries by 30%. Here are the details.

    Read

    Commented by Juliane Zielonka on April 11th, 2024 | 07:45 CEST

    Innovation made in Europe: Singulus Technologies, Siemens Energy, BASF - which share offers the greatest potential?

    • renewableenergies
    • chemicals
    • Technology

    Companies in Europe, like Singulus Technologies, are leaders in the production of surface materials in future-oriented sectors such as photovoltaics, semiconductors, medical technology and cosmetics. This is reason enough to take a closer look at Europe as a location. The European Commission is determined to push ahead with CO₂ reduction with all its might and subsidize future energies. They would prefer to lock out Chinese companies that produce solar and wind turbines more cost-effectively than Siemens Energy. However, China is also an excellent place to do business. Chemical giant BASF strategically adheres to long-term contracts, in line with the Chinese strategist Sun Tzu. Which share offers the greatest potential for investors?

    Read

    Commented by André Will-Laudien on April 10th, 2024 | 06:45 CEST

    Attention: Biotech takeovers, after MorphoSys, now Bayer, Vidac Pharma, BioNTech and Pfizer are on the radar

    • Pharma
    • Biotechnology
    • Innovations

    Since the onset of the COVID-19 pandemic, there has been little movement in the biotech sector. However, after a challenging year in 2023, the sector was at least able to start the new year on a solid footing. The surprising takeover of MorphoSys recently got hearts beating again, as Novartis put a whopping EUR 2.7 billion on the table for the cancer specialist from Munich. Only months before, MorphoSys had been traded on the stock exchange at just EUR 700 million. The special market situation in this case was also characterized by the high short ratio, which led to an exorbitant rise in the share price of almost 400% in the final phase. Speculative investors are now keeping a wary eye on potential takeover candidates as the sector is once again attracting considerable attention. We are taking a closer look and searching for the next pearl.

    Read