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Humphrey Hale, CEO, Managing Geologist, Carnavale Resources Ltd.

Humphrey Hale
CEO, Managing Geologist | Carnavale Resources Ltd.
Level 2, Suite 9 389 Oxford Street, WA 6016 Mount Hawthorn (AUS)

info@carnavaleresources.com

Interview Carnavale Resources: Good cards for long-term success


Bill Guy, Chairman, Theta Gold Mines Limited

Bill Guy
Chairman | Theta Gold Mines Limited
Level 35 (ServCorp), Intl Tower One 100 Barangaroo Ave, 2000 NSW Australia (AUS)

info@thetagoldmines.com

+61 2 8046 7584

Interview Theta Gold Mines: This team has already brought 20 mines into production


David Mason, Managing Director, CEO, NewPeak Metals Ltd.

David Mason
Managing Director, CEO | NewPeak Metals Ltd.
Level 27, 111 Eagle Street, QLD 4000 Brisbane (AU)

info@newpeak.com.au

+61 7 3303 0650

Interview New Peak Metals: Many chances for great success


28. May 2021 | 10:14 CET

wallstreet:online, flatexDEGIRO, Commerzbank - If you look closely...

  • Investments
Photo credits: pixabay.com

A positive stock market environment, low-interest rates and stock trading at zero cost are the reasons that have sent the prices of stockbrokers and brokers from all-time high to all-time high in recent months. Intermittent breathers are healthy for the peakers. The latest round of capital in unlisted broker Trade Republic, with a valuation of more than EUR 4 billion, demonstrates the potential investors have for new fee models and an active investor base. The following three stocks are far from exhausted, in our opinion.

time to read: 3 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


WALLSTREET:ONLINE AG - Share increase as a share price booster

The Company's past is impressive. But what is happening right now, and where the Company wants to go, even more so. wallstreet:online AG has undoubtedly established itself as a force to be reckoned with in the German-speaking market for financial portals. With the launch of Smartbroker at the end of 2019, a new chapter has been opened. The highly scalable and dynamically growing transaction business will soon eclipse the established core business of advertising, and the proper course has been set for this. The combination of high-reach portals and product innovations makes it possible to expand quickly in the relevant market.

Smartbroker is a so-called neo broker. Neo brokers enable customers to trade very favorably, sometimes even without any costs. How can this work? Quite simply - someone else pays; these are platforms like gettex or brokers like Lang & Schwarz, who pay a fee. Smartbroker's competitors include Trade Republic, justTrade and Gratisbroker. However, Smartbroker differentiates itself once again by offering low terms and additionally a wide range of products.

Smartbroker is operated by the subsidiary wallstreet:online capital AG, in which the Berlin-based Company has held a stake of around 73% to date. Now wallstreet:online announced its intention to increase its share in wallstreet:online capital to more than 95%. To dovetail growth more closely, CEO Matthias Hach is also taking over the subsidiary's board position. Long-time board member Thomas Soltau will remain on board as a co-board member. The Group has already significantly expanded the Executive Board in the last few months, creating the necessary rapid and successful expansion structures.

But what does all this mean for the share? Well, Smartbroker aims to have a customer base of 200,000 investors by the end of the year. The mid-term target is about double that. We think that is way too low. Currently, Smartbroker has more than EUR 5 billion in customer assets. At the current share price of EUR 26.50, the Group is valued at almost EUR 400 million - including the profitable core business of advertising, of course. Considering that competitor Trade Republic, with a customer base of "over 1 million" and customer funds of more than EUR 6 billion, was recently granted a valuation of over EUR 4 billion, the savvy investor might conclude that wallstreet:online's stock is far, far too cheap. Score!

flatexDEGIRO AG - That is quite an announcement

This Tuesday, Europe's largest online broker for private customers published its new 5-year vision. Just last year, flatex took over competitor DEGIRO. With this lineup, the Company trusts itself to serve 7 to 8 million brokerage customers in 2026 and process 250 to 350 million transactions per year. This means that the Company aims to acquire an average of more than 1 million customers per year in the medium term! At first glance, this figure may sound a little too ambitious, but one should bear in mind that flatexDEGIRO is active in 18 European countries. Those countries on which the Group mainly focuses are those that have enormous catch-up potential in terms of online brokerage.

The stock market is celebrating this outlook. The analysts were enthusiastic and surpassed themselves by raising their price targets. The SDAX title is currently trading at around EUR 105, within sight of the all-time high of EUR 114 reached at the end of April. The stock market value is presently EUR 2.9 billion. If analysts are to be believed, the current level offers a phenomenal buying opportunity. The most recent assessments by Berenberg and Warburg give price targets of EUR 165 and EUR 170, respectively. That means upside potential of around 60%!

COMMERZBANK AG - Into the black with a structured plan

In the middle of the month, Commerzbank invited its long-suffering shareholders to the Corona-compliant virtual AGM. After many years of frustration, the management's words seem to give courage and one or the other development. One thing is sure: in the course of fundamental restructuring, the red pencil is being applied to many points. By the end of 2024, the number of full-time positions across the Group will fall from around 39,500 to 32,000. The store network in Germany will be almost halved to 450 locations. In the current year, 200 stores are already to be closed. In addition, the Group is giving up 15 sites abroad.

By 2024, the bank aims to save around 20% of its previous costs with all these measures and thus become profitable and competitive again. For those who need something tangible in the present and dreams of the future, we recommend studying the Q1 figures. After all, things went much better for the institute in the first quarter than market participants had expected. Instead of analysts' triple-digit million loss forecast, the Company reported a profit of EUR 133 million. Investors should keep an eye on the stock. The share is not expensive, especially if further successes of the restructuring become visible.


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.


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18. June 2021 | 15:10 CET | by Carsten Mainitz

MorphoSys, Biogen, Sierra Growth - What is next?

  • Investments

Pharmaceutical stocks are a bit like that: Giants like Johnson & Johnson or Novartis have an extensive product portfolio and can cushion failures of individual products quite well. It is often a matter of life and death for smaller, specialized companies with every development. Just yesterday, this could be observed in the CureVac share after its Corona vaccine candidate only achieved an efficacy of 47% in the clinical 2b/3 phase. Within a very short time, it disintegrated the stock price. Meanwhile, biotech pioneer Biogen surprised with an unjustified share price rally, which, however, could come to an abrupt end after a new setback. The situation is different for MorphoSys. Its planned acquisition of Constellation Pharmaceuticals initially weighed heavily on the share price, but it holds exciting potential. And the Canadian mining Company Sierra Growth is operating in a completely different environment; however, it has a top opportunity to offer in the current inflationary environment and should not go unmentioned.

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18. June 2021 | 09:56 CET | by Nico Popp

Adler Modemärkte, Steinhoff, Osino Resources: Which penny stocks have substance?

  • Investments

Penny stocks often have something disreputable about them - at least in Germany. As soon as a share is quoted at less than EUR 1 in Germany, it is considered to be at risk of insolvency. The reason for this is that the minimum nominal value of German stock corporations is EUR 1. Abroad, however, things are quite different: In Australia, it is not uncommon for shares to trade even below one cent. For investors who are used to this, it is anything but disreputable. In concrete terms, it all depends on the companies themselves anyway. We profile three companies that are either penny stocks or were, not long ago.

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17. June 2021 | 13:52 CET | by Nico Popp

Daimler, Mineworx Technologies, BASF: Investing in the mobility revolution

  • Investments

The world keeps spinning - faster and faster, it feels. New technology is causing certain industries to rethink. Electromobility is one such catalyst: mining companies and companies from the chemical industry and other suppliers must prepare themselves because soon, most cars will run on batteries. There are great opportunities here - for carmakers who are on their toes and for resourceful experts in the field of recycling.

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