18. March 2021 | 06:00 CET
Walt Disney, wallstreet:online, ProSiebenSat.1 Media
What to do in the partial lockdown? People are increasingly asking for content to stay up to date or have some entertainment in dreary times. Whether it's video streaming, TV or reporting on the financial markets - the media industry is currently on the up. But to ensure that this does not remain a short-term corona effect, it is crucial to have promising business models. We present three shares and do the future check.
time to read: 3 minutes by Nico Popp
Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
Walt Disney: Streaming and more
When we think of Walt Disney, many of us have cartoon shows from the previous century in mind. But Disney is now a media company on the cutting edge. Through its streaming service, the world's third-largest media company scores with hot comic book adaptations as well as live sports and other content. In addition, there is an enormous pool of classic Disney content that even the older generation is familiar with. While competitors like Netflix have to spend billions of dollars on new content, Disney can more easily make offers to paying customers thanks to its vast archive.
Disney's streaming service Disney+ is also expected to be rolled out more widely in Latin America and Asia in 2021 and should be well received by users given the diversity of its offerings. However, Walt Disney's stock has not always been convincing in recent months. The reason was weak figures from the theme parks that the Company operates and accounts for around a quarter of sales. Hopes of an end to the pandemic, especially in the US, have ensured that this division can even be seen as a source of hope again in the medium term. The share price rose by around 80% within a year. Given the potential of streaming services and the return to normality, the value remains promising.
wallstreet:online: On the way to becoming a synergy world champion
The wallstreet:online share continues to be regarded as a stock with great potential. The Company operates the platform of the same name, on which investors exchange views and discuss promising share titles daily. The news portal Finanznachrichten.de also belongs to the Company and is regarded by investors as the first port of call when following company news or researching other background information. More than a year ago, wallstreet:online launched a new business segment with its Smartbroker. The Smartbroker was cheaper than traditional providers but offered a high level of service. The first year exceeded all expectations: 80,000 customers recently traded with the Smartbroker. In 2021, the number could be more than twice as high.
To this end, Matthias Hach, a proven brokerage expert, was recently engaged: E-Trade Deutschland, ViTrade, comdirect - wherever Hach has been so far, customer numbers have climbed or been high. At the Smartbroker, Hach wants to push ahead with developing its app and dovetail its broker even more closely with wallstreet:online's media offering. Customers should soon be able to trade directly from forums or news. Given the high user numbers and the incredible popularity of wallstreet:online's offerings, it is evident that such a step would be very beneficial to the Company's own brokerage business. wallstreet:online is both a top dog and a trendsetter. The Company has always been there. The brokerage business also ignited turbo growth in recent months. If the Company dovetails the two areas more closely, great potential should emerge. The stock has recently corrected a bit, but the upward trend looks like it has been painted.
ProSieben.Sat.1 Media: More than just TV
The stock of ProSiebenSat.1 Media also offers a clear upward trend. The Company has long been more than just a merger of two major TV stations. The business also includes the production of its content and e-commerce. The Company focuses particularly on online dating - a flourishing service, especially in times of a pandemic, and which promises lonely souls a flirt or two, at least without contact. An analyst recently commented that the share price did not adequately represent the valuation of this business alone. The share appears attractive given the low valuation and the upward trend established in recent months.
Companies from the media industry have long since left structural change behind them. Business models are digital, and synergies are waiting to be leveraged in many areas. Above all, companies that combine different approaches and whose business is complementary without being dependent on each other are promising. Walt Disney and also ProSiebenSat.1 Media have done an excellent job in recent years, but wallstreet:online offers even more significant growth potential. The combination of stock market media and brokerage is simply ingenious.
