Close menu




February 14th, 2022 | 10:46 CET

TUI, Aspermont, Delivery Hero: Meet this tech pioneer live at IIF

  • Digitization
Photo credits: pixabay.com

Exploring new territory, getting out. That is what many people have wanted, and not just since the pandemic. People have always been driven by wanderlust. Getting to know new places, meeting new people. This pioneering spirit can also pay off in business terms: Those who bring the latest trend from the USA, South Korea or Iceland to Germany, often have little competition. We highlight three stocks with pioneering spirit.

time to read: 3 minutes | Author: Nico Popp
ISIN: ASPERMONT LTD | AU000000ASP3 , DELIVERY HERO SE NA O.N. | DE000A2E4K43 , TUI AG NA O.N. | DE000TUAG000

Table of contents:


    TUI hopes for travel fever

    TUI is the quintessential wanderlust stock. No wonder the Company needed government aid during the height of the pandemic - TUI simply pulled the plug at the time. Fortunately, things are looking better again today. Business has picked up in the fourth quarter of the last fiscal year - sales tripled. TUI is optimistic about 2022 and wants to achieve as many summer bookings as before the pandemic. In the winter months, which is now, TUI expects occupancy to be between 60% and 80%.

    The general inflation is also hitting the travel industry. At TUI, it is assumed that prices have already risen by around 15% this winter. In the long term, this could be very positive for TUI and promise an attractive margin in times that are reasonably normal again. Currently, however, TUI is not yet entirely out of the woods. The Company has repaid part of the state aid, but the business remains uncertain. Even if Corona is on the home straight, residual risks remain. The same therefore applies to the TUI share.

    Aspermont: Digitization progresses, Asia as a new target market

    When German vacationers are suddenly worried about their vacations instead of looking forward to them, TUI's management is likely to be trembling. However, this has no consequences for the management of Aspermont, rather the opposite. Aspermont is a media company that specializes in the commodity markets. Its portfolio includes several magazines, some with a tradition of more than a century, such as Mining Magazine. In addition, there are many newsletters about industrial raw materials, precious metals, agricultural products, etc. In fact, every Company that buys raw materials worldwide and is affected by the development of world market prices has probably been in contact with Aspermont at some time. For some years now, Aspermont has been aiming to turn these many contacts into steadily increasing income streams. The figures for the past few years also show a steady upward trend. In addition, there are new business ideas - from virtual meetings to trading venues.

    At the end of January, Aspermont published its results for the first quarter of the current fiscal year. All key data showed a positive development, including total revenues up 10% to AUD 4.2 million, XaaS revenues up 18% to AUD 2.0 million, and normalized operating profit up 160% to AUD 0.6 million. While the numbers may seem small, investors must keep in mind that Aspermont has long been digitally positioned and can scale its business accordingly. So the potential appears large. "The COVID pandemic is still affecting some areas, but this has been taken into account. Once things normalize and live events return, we expect strong new growth. Encouragingly, we have also entered into a corporate partnership with SooChow Securities to expand and develop our business and investor community in ASEAN member states," said Managing Director Alex Kent. The share has consolidated in recent weeks and appears attractive over the long term. Investors can get a first-hand look at Aspermont by attending the online International Investment Forum (IIF) on February 17 and listening live to Alex Kent and other decision-makers from growth and value companies.

    Delivery Hero: This bite is more sour than sweet

    Representatives of Delivery Hero will not be present at the IIF. That is a pity. The question about the delivery service's perspective after the pandemic would undoubtedly have provided exciting answers. After years of the pandemic, many Delivery Hero customers are likely to be "order weary" by now and happy to go outside to dine locally. With relaxations on the horizon, that should soon be possible again. Spring also invites people to linger in outdoor restaurants. At the same time, however, the pandemic has changed many behavior patterns. The quick swipe to delicious Asian food or pizza will probably still be easy for many of us even after the pandemic - for example, during our lunch break or in the evening in front of the TV. But for Delivery Hero, a company spoiled by growth, the post-pandemic era is uncharted territory. Investors should be cautious.


    Yesterday's pioneers are today's sedentary farmers - at least, that has often been the case in history. But there are also characters for whom the motto "progress at any price" applies. Delivery Hero and Aspermont are likely to be representatives of this genre. The former Company has to accept the new situation, while the latter faces opportunities that are too great not to develop further. TUI is likely to continue in a more traditional manner, but the same applies here: If you don't move with the times, you will go with time. TUI is likely to do everything it can to prevent this.


    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 Stefan Feulner on June 10th, 2024 | 07:00 CEST

    Infineon, MGI - Media and Games Invest, Palantir - These 3 shares are about to break out

    • Digitization
    • AI
    • chips
    • Software

    Last week was a tough one. Firstly, the European Central Bank heralded the turnaround in interest rates and, as expected, lowered the key interest rate by 25 basis points to 4.25%. Secondly, the hype surrounding meme stocks, and GameStop in particular, was revived by the comeback of influencer Keith Gill, aka Roaring Kitty. Following a live stream on YouTube, the share price soared again and will likely remain a hot topic over the next few trading days.

    Read

    Commented by André Will-Laudien on May 28th, 2024 | 07:00 CEST

    The high-tech party à la Nvidia continues! Super Micro Computer, MGI, GameStop and Alphabet in focus

    • hightech
    • Media
    • Digitization
    • AI

    Another new NASDAQ all-time high! Meanwhile, things did not look so good the day after the Nvidia figures. The market collapsed by 400 points in just 5 trading hours, but thanks to well-known protagonists, it recovered surprisingly quickly. High-tech investors are currently trading the big growth fantasy of "artificial intelligence" and are patiently waiting for an interest rate signal from the FED. Before then, there will likely be some relief from the ECB. This is because economic development in Europe is not progressing due to Germany's pronounced weakness as a business location. High inflation and the entrenched capital market interest rate are cited as obstacles. This is putting pressure on consumers' budgets. Despite all the prophecies of doom, some business models offer good growth even in challenging economic situations. We provide an insight.

    Read

    Commented by Armin Schulz on May 23rd, 2024 | 08:30 CEST

    E.ON, MGI - Media and Games Invest, Bayer - Through transformation into a golden future

    • renewableenergies
    • Pharma
    • Innovations
    • Digitization
    • Media

    Sometimes, companies are forced to overhaul their business areas if they wish to survive. A transformation is then unavoidable, and hopefully, the companies emerge stronger in the end. However, there is also the possibility that management will recognize the signs of the times early on and adapt their business models. From traditional companies that are starting a second life through digital innovation to young start-ups that are becoming market leaders through strategic realignments, companies are constantly facing challenges. Their path to a golden future is characterized by visionary decisions, agile adjustments and an unwavering will to improve continuously. We have selected three candidates that are currently undergoing a transformation.

    Read