Menu

Recent Interviews

Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

Dr. Thomas Gutschlag
CEO | Deutsche Rohstoff AG
Q7, 24, 68161 Mannheim (D)

info@rohstoff.de

+49 621 490 817 0

Interview Deutsche Rohstoff AG: "We can imagine additional investments in the field of electromobility."


Steve Cope, President, CEO and Director, Silver Viper

Steve Cope
President, CEO and Director | Silver Viper
1055 W Hastings St Suite 1130, V6E 2E9 Vancouver (CAN)

info@silverviperminerals.com

+1-604-687-8566

Interview with Silver Viper: Future price drivers and takeover fantasy


Karim Nanji, CEO, Marble Financial

Karim Nanji
CEO | Marble Financial
1200-1166 Alberni Street, V6E 3Z3 Vancouver (CAN)

info@marblefinancial.ca

+1-604-336-0185

Interview with Marble Financial: Fintech innovator plans expansion into the US


01. April 2021 | 06:09 CET

TUI, The Place Holdings, Nordex - Watch out: Buy signals!

  • Investments
Photo credits: pixabay.com

Even if things are currently going more along the lines of "2 steps forward, one step back" in terms of a return to normality, at least the direction is right. A lot of patience is being demanded from all of us. Patience is a test and an essential ingredient in the recipe collection for stock market success for investors. If we look to the future and mentally "fast-forward" a good year, many companies will have put the past or current stresses behind them. We present to you three stocks for the future.

time to read: 4 minutes by Carsten Mainitz


 

Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author


TUI AG - Sentiment play for traders

On March 25, TUI invited its shareholders to the virtual annual general meeting and provided extensive information about the started bookings for summer travel and further prospects. The share of Europe's leading tourism group has been on a roller coaster ride in recent months. When the stock market played the "re-opening plays" card from mid-February to early March, the share price jumped 40% to EUR 5.20. Currently, the stock is consolidating at the upper end of a range from EUR 4 to EUR 4.40.

Progressing vaccination campaigns, better availability of rapid and self-tests and the opening strategies of some European governments showed a positive effect on the booking behavior of TUI customers. First and foremost, TUI expects a tremendous pent-up demand for Germany and the UK. Currently, the Group has bookings from 2.8 million guests for summer 2021. Although this is around 60% less than the pre-crisis level in 2019, prices are a good 20% above the comparable level.

Even if conditions brighten, the re-opening play remains vulnerable to setbacks. In many places, progress on vaccination is too slow, and the risk of another Corona wave with new variants is real and more likely than unlikely in the coming months. In addition, politics plays an important factor that is increasingly difficult to calculate. Certainly, TUI stock is a direct beneficiary of a brightening sentiment and is well suited for trades. From a purely fundamental perspective, the stock is too expensive, with a market capitalization of EUR 4.8 billion. The often-cited "liquidity" of EUR 1.6 billion that the Group has at its disposal is, strictly speaking, the sum of cash and open credit lines. Thus, the clock is ticking for the travel provider to significantly pick up its operating business and turn a profit. The Company is more of a restructuring case than a turnaround, but the stock is excellent for trading.

THE PLACE HOLDINGS LIMITED - Diverse and full of opportunities

The Singaporean investment holding company is backed by an experienced management team, which invested around SGD 94 million in 2016 and renamed the "investment property" The Place Holdings. The holding company is active in the real estate, tourism and media sectors. Its recipe for success is a keen eye for innovative business concepts and assets with high value growth potential.

Over the years, the Company has left a significant footprint in Singapore and China. In particular, the Company sees a lot of potential in Singapore's real estate market given strong economic fundamentals, political stability and the legal system and holds two projects here. The holding company has a tourism mega-project in its portfolio with Mount Yuntai Tourist Township. The site on the Chinese mainland covers around 270 square kilometers. With at least ten scenic spots, the site is to be developed into the equivalent of the Grand Canyon and attract 7 million visitors a year. A tourism ecosystem will be built around the theme parks with innovative hospitality, integrated retail, commercial and residential properties, and several wellness resorts.

The third area of activity, "Media," focuses on outdoor advertising. At its core, the strategy pursued in this segment is about developing innovative business concepts, such as "new retail" solutions and omnichannel strategy, and integrating them into the real estate and tourism business. With this approach and a forward-looking corporate culture, The Place Holdings is expanding its operations in Singapore and China in industries with growth potential and is growing organically and inorganically. The Company is currently valued at SGD 688 million. The assets are conservatively accounted for. The further development of projects in the real estate and tourism sectors should give the share further positive impetus.

NORDEX SE - Outlook inspires investors, buy signal on the chart

A good week ago, the North German wind turbine manufacturer published its figures for the past fiscal year. The Company was quite shaken by the pandemic. Lockdowns resulted in massive delays in the supply chain; at times, production was at a standstill in different factories. In addition, Nordex had to pay compensation to its customers due to delays. As a result, the Group widened its loss from EUR 73 million to EUR 130 million.

So much for the past - what really excited investors was the outlook that the MDAX Group gave for the current financial year. Nordex assumes that the effects of the Corona pandemic will be significantly reduced from the second quarter onwards. Sales are expected to rise to between EUR 4.7 billion and EUR 5.2 billion for the year. The operating margin (EBITDA) is expected to be significantly expanded to 4.0 to 5.5% as the fruits of the corporate program launched in 2020 to increase efficiency and profitability can now be gradually reaped. Core elements are the expansion of production capacities in India to 4 GW turbines and the optimization of the supply chain. In addition, Nordex confirmed its 2022 targets with sales of around EUR 5 billion and an EBITDA margin of 8%.

Based on this good outlook, the stock rallied. In the last few days, the momentum has again increased significantly as the Group has announced three major orders since the AGM - most recently yesterday and the day before. At the current price, the shares are trading at a multi-year high. If this area is overcome, which we expect, the share has room to move up to around EUR 33.


Author

Carsten Mainitz

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

15. April 2021 | 07:15 CET | by Stefan Feulner

Alibaba, The Place Holdings, CureVac - Great opportunities lie here!

  • Investments

The German vaccination disaster is going into the next round. After the AstraZeneca vaccine's back and forth and the question of whether only younger people, older people or no one should be vaccinated with the vaccine, the American vaccine manufacturer Johnson & Johnson is now experiencing delivery stoppages. The return to "normality" once again seems to be a long way off. Another question to ask yourself. What will future life in the new normal look like in the hard-pressed inner cities?

Read

14. April 2021 | 07:32 CET | by Carsten Mainitz

Aspermont, Atari, AMD - 'A' for exceptionally good investments!

  • Investments

1835, 1969 and 1972 - these dates are associated with the three companies presented below. All of them are classics, iconic for their industry. One, a media company, which can refer to the oldest, continuously appearing publications in mining and commodities. Another, an iconic video game producer whose fame is based on one of the first video games for home use and whose logo should be almost as well known as the one with the apple. And lastly, one of the leading producers of computer chips, whose success is fed by the attack on the market leadership position of an industry veteran and whose products are very much in demand today, especially in the field of Bitcoin mining. What they all have in common is that there is significant upside potential in them. Excited?

Read

14. April 2021 | 07:25 CET | by Nico Popp

SAP, wallstreet:online, Bitcoin Group: Where digitization creates growth

  • Investments

German government offices, doctors' offices and even schools show that digitization is far from complete. The current pandemic is ruthlessly exposing the problems. Processes are still too complex, characterized by media disruptions, and data cannot be exchanged efficiently. Companies that offer digital solutions and have already gained experience with digitization can be the beneficiaries of tomorrow. We present three stocks.

Read