Close menu




October 29th, 2021 | 12:07 CEST

United Internet, TalkPool, Visa - Smart businesses

  • Technology
Photo credits: pixabay.com

Communication between people and machines will become one of the central themes of our society in the coming years. Technology and computer systems take over essential everyday life and industry tasks, visibly or unnoticed in the background. Sensors and interfaces enable their operation. These smart technologies can be used across all sectors, from medical or building technology and mobility to accelerating climate change.

time to read: 2 minutes | Author: Stefan Feulner
ISIN: Talkpool AG | CH0322161768 , VISA INC. CL. A DL -_0001 | US92826C8394 , UTD.INTERNET AG NA | DE0005089031

Table of contents:


    TalkPool - Environmentally friendly, healthier, more efficient

    Demand for the services of smart home solutions to measure and manage natural resources such as air, water and electricity in individual homes and buildings is growing rapidly, spurred by new regulations and the upcoming boom in building digitization. Swiss-based TalkPool has been researching the Internet of Things since 2014 and sees itself as a market leader with its proprietary sensor technology that monitors indoor climate, thereby improving air quality and reducing water and energy costs.

    The example of Corona clearly demonstrated TalkPool's strengths. In a pilot project with international partners in Spain, it was shown that the built-in sensors could provide information about the CO2 content of a room and deliver it directly to the mobile device in real-time. Home Solutions, a subsidiary of TalkPool, recently announced a milestone in the Company's young history.

    The Company received an order from BRF, a large housing association west of Stockholm, to upgrade its motorized heating system. The order includes delivery of the components, installation, local connection via wireless M-Bus, configuration of the individual measurement and billing function, and a service contract for around 400 motor heaters.

    The ambitious management is giving itself until 2025 to become one of the top providers of sustainable buildings and telecommunications, based on smart IoT solutions. Sales are expected to more than double from the current EUR 21 million to EUR 48 million, and the EBITDA margin should be between 11-14%. Based on the current stock market value of a manageable EUR 4.70 million, there is still considerable room for improvement if the business develops successfully.

    United Internet raises stake

    The sparrows are whistling it from the rooftops. As reported by Handelsblatt regarding financial circles, the cloud subsidiary Ionos is to be let off the leash and floated on the stock exchange as early as Easter. Ionos could have a market capitalization of around EUR 5 billion, which would make the subsidiary Europe's most valuable cloud company.

    Although United Internet was not yet prepared to provide further details, the timing for an IPO for the promising cloud business would currently be ingenious. Industry giants such as Amazon, Microsoft and IBM are currently the leaders in this sector. In addition to United Internet, the PE company Warburg Pincus holds a 24.9% stake.

    After a brief jump of over 10%, United Internet's share price collapsed again. Nevertheless, the cloud provider's IPO fantasy should provide the share with a tailwind in the coming months.

    Weak despite strong figures

    For the credit card provider Visa, it was the figures for the fourth fiscal quarter, and these turned out significantly better than analysts had forecast. Overall, the industry leader earned USD 3.6 billion, or USD 1.65 per share, compared with USD 2.1 billion, or USD 0.97, in the same period last year. Various analyst firms had expected earnings of only USD 1.56 per share. The Company also topped revenue estimates of USD 6.5 billion with USD 6.6 billion.

    The forecasts for the 2022 financial year, which are already underway, are also clearly positive, increasing profit in the mid-double-digit range. Nevertheless, the share price sank by around 7% in subsequent trading. Reasons for the sell-off are obvious with profit-taking. After highs above USD 240.00, a setback to the next support level around USD 200.00 would certainly not be a disaster.


    Digitalization is changing everything. TalkPool connects the future markets such as the Internet of Things, 5G and Green Technologies. At United Internet, the approaching IPO of its cloud subsidiary Ionos should bring fantasy into the share. Visa will continue to profit as one of the market leaders in the field of cashless payment processing.


    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 news.financial. 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

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by Nico Popp on May 16th, 2022 | 12:48 CEST

    Future Tech check: BASF, Meta Materials, BYD, Rock Tech Lithium

    • metamaterials
    • Technology

    What will drive share prices in the future is more uncertain than ever. The sword of Damocles of the recession is currently hovering over many future topics. But should long-term investors be driven by fear of recession? On the contrary! Now is the best time to consider investments for the future. The good thing is that thorough due diligence can pay off twice over. First, it increases the chances of hitting the bull's eye, and second, the prices may even suit investors. We take a closer look at three shares!

    Read

    Commented by André Will-Laudien on May 10th, 2022 | 11:54 CEST

    GreenTech stocks are on the rise! Buy now: BASF, Meta Materials, Nordex, Siemens Energy

    • GreenTech
    • Technology
    • Investments

    The distortions on the capital markets can hardly be topped at the moment. The nickel price has risen by 300%, only to drop by 70% again. And all this in only 48 hours. There are countless examples in the current stock market environment that are historically unparalleled. In just 2 months, the Bund Future fell from 178 to 151, a loss of 16% in the 10-year Bund. In parallel, the capital market interest rate rose from minus 0.45% to a whopping plus 1.15%. So interest rates are back, inflation is spreading, and supply deficits continue to fuel the underlying stagflation scenario! One major trend should bounce back after the end of the many corrections: GreenTech! Here is a selection of interesting stocks.

    Read

    Commented by Carsten Mainitz on May 10th, 2022 | 10:39 CEST

    Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!

    • Digitization
    • Investments
    • Technology

    What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.

    Read