October 29th, 2021 | 12:07 CEST
United Internet, TalkPool, Visa - Smart businesses
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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.
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.
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