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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


26. March 2021 | 09:05 CET

wallstreet:online, Palantir, TUI, Lufthansa - Digitization on the move!

  • Investments
Photo credits: pixabay.com

Yesterday, the heads of Facebook, Google and Twitter had to testify before Congress how they plan to ensure that their platforms do not spread misinformation in the future. In virtual appearances before special economic committees, they were to outline their measures to explain various events related to the 2020 US election and the Covid-19 pandemic. At stake is the legal shield that protects their platforms from being held liable for their users' posts, known as Section 230 of the Communications Decency Act. If this law is changed, media could be held accountable for their content. Digitization has both sunny and dark sides.

time to read: 4 minutes by André Will-Laudien


 

Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

About the author


wallstreet:online AG - The spider in the web of financial information

The wallstreet:online Group, with its nearly 200 employees, has long since ceased to be a pure financial information Company. Over the last 10 years, it has invested heavily in digitization and modernization. Today, in addition to the well-known platforms wallstreet-online.de, BoersenNews.de, FinanzNachrichten.de and ARIVA.de, the Company also hosts the renowned Smart Investor, a print magazine for the advanced and critical investor. With around 350 million page impressions, the Group is the largest publisher-independent financial portal operator in the German-speaking world and the No. 1 among financial communities.

At the end of February, there were figures for 2020 and an outlook for the current year. Fans of the W:O share will be looking in particular at the prospects of the new broker platform Smartbroker because here, there was a considerable expansion step into the future by integrating Volkswagen Bank's customers. Revenues amounted to around EUR 28 million in 2020, with the core "Portal Business" division growing by a good 25%. On an adjusted EBITDA basis, operating profit was EUR 4.3 million, which was in the middle of expectations.

Admittedly, a lot of money was invested last year; otherwise, EBITDA would have been EUR 7.6 million higher. The start-up costs of wallstreet:online capital AG contributed approx. EUR -0.1 million to the Group result, the sale of the investment in Trade Republic GmbH generated a profit of EUR 2.7 million. All in all, a round story.

The management highlighted the successes in digitization and the quality of financial information regarding private pensions in an environment of low interest rates. It will be possible to significantly increase profitability in the medium term, also through advertising revenues. However, the figures will be driven by the new "Smartbroker" business area; the Company now wants to transform itself into an online broker with an integrated financial community. For 2021, the Company is targeting sales of EUR 45 to 50 million. The W:O share shot up to a fabulous EUR 29.70 in February. Some normality is returning, as a capitalization of EUR 262 million is still double what it was in October 2020. Buy back in strategically between EUR 16-20. The story is exciting in the medium term!

Palantir Technologies - Strong correction from the high

Palantir Technologies recently experienced a real sell-off. The share plummeted from a high of USD 45 to below USD 22 and is now consolidating at a lower level. CEO Alex Karp, who at times warned against too much euphoria in his stock, was undoubtedly to blame. Investors followed his comments and sold. After all, Palantir had only come to the market in the fall of 2020 at USD 7.50. At that time, the data specialist from the USA made a brilliant start on the stock market.

However, Palantir is being eyed very critically, as the SAAS business model essentially involves collecting and analyzing highly sensitive personal data. As this is highly relevant for international intelligence services, the US military and the British government have also been major customers for several years. For European data protectionists, Palantir is already seen as the precursor to China's surveillance policy.

But Palantir is a digital Company par excellence. With a projected growth of over 30% per year in 2021/2022, the high valuation is justifiable in the context of prominent Nasdaq technology stocks. The only thing is that there should be no negative surprises!

TUI AG - Back and forth in the lockdown

TUI AG is being shaken back and forth in the political decision-making on German vacation planning for the summer. In one week, one may book vacations, and in the other, vacations must be canceled. Blind actionism in the pandemic shows the helplessness of those in power to announce the suitable measures.

The end of the story is incalculable volatility in rules and regulations for foreign travel, a nightmare for the TUI share fans. It was first pulled upwards over EUR 5 by the positive Majorca vote, then the multiple obstacles to a carefree summer vacation caused a renewed slump to EUR 4. Defacto, the share is a fundamental bet on future booking and revenue flows in Europe. As long as the virus leads to significant restrictions here and the vaccination rate does not get off the ground administratively, the stock's risk remains considerable. Speculative value with a digital outcome: Hop or Top!

Lufthansa - Not out of the woods yet

A digital result is also on the cards at Lufthansa because what applies to TUI may also become decisive for the airlines. After months of gloom, the cash registers of Lufthansa subsidiary Eurowings rang thanks to spontaneous bookings by vacation-hungry citizens again. The increased number of flights to Mallorca sold like hotcakes at significantly higher prices. Time will tell whether the calculation works out because the RKI can declare Majorca a risk area again at any time. In that case, many bookings could not be made due to the subsequent quarantine obligation.

The current uncertainties prove that the airline industry still has a hairy road back to normality ahead of it. Lufthansa will not get another government package and has to live with a current load factor of about 50% despite a significantly reduced offer, and the operating losses are considerable. If the summer allows us all to travel, the Kranich share will take off again. However, from a chart perspective, the share price should not fall below EUR 9.50 before then; otherwise, there is a threat of trouble.


Author

André Will-Laudien

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

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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