Close menu




October 13th, 2022 | 11:27 CEST

Your crash, our chance: Vonovia, Aspermont, Deutsche Bank

  • Investments
  • Fintech
  • RealEstate
Photo credits: pixabay.com

UBS warns that real estate prices in Frankfurt am Main and Munich are too high. Industry insiders also see hard traces of braking on the real estate market elsewhere. For a long time, real estate was considered a safe investment class for the wealthy. The trend was upward for many years. Nowhere else was it so easy to park capital and generate income. But now everything is changing. Shares, like those of the real estate company Vonovia, have already come back. We shed light on the sector and show alternatives.

time to read: 3 minutes | Author: Nico Popp
ISIN: VONOVIA SE NA O.N. | DE000A1ML7J1 , ASPERMONT LTD | AU000000ASP3 , DEUTSCHE BANK AG NA O.N. | DE0005140008

Table of contents:


    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview

     

    Vonovia: The excitement around the topic is not worth it

    As recently as the first half of the year, almost everything looked rosy at Vonovia. The takeover of Deutsche Wohnen had a positive impact on rental sales: Vonovia generated a total of EUR 1.18 billion in the first quarter of the fiscal year. The net asset value (EPRA standard) per share was EUR 63.55, significantly higher than the price a few months ago. In the meantime, the price has corrected further, showing that the market only values shares such as Vonovia at a significant discount to the net asset value - the share is now trading below EUR 20. The share has fallen by around 21% in the past month alone.

    Investors blame the crash on the real estate market for the share price slump. The environment for large real estate transactions is probably not all that positive at the moment. However, Vonovia operates in the lower price segment, and, given the critical situation of many people in view of the crisis, it is unlikely to have any problem with vacancies in the future. The dividend is also convincing, with a yield currently approaching 9%. Even if real estate takes a hit, Vonovia's business model remains intact. However, as a shareholder, there is currently no need to invest in the Company.

    Aspermont: Corporate investments as growth opportunities

    While Vonovia is likely to avoid worries about rent arrears and missed progress payments, the Australian media company and fintech Aspermont does not have such worries - it primarily works with companies. Aspermont publishes renowned industry magazines, such as Mining Magazine, and offers numerous digital products ranging from newsletters to digital training. Over the years, Aspermont's files have accumulated millions of valuable business contacts from the industrial, agricultural and mining sectors. Some time ago, Aspermont launched Blu Horseshoe, a platform where investors can participate in growth companies. For a long time, such investments were reserved for qualified investors only and involved some bureaucracy. Aspermont has largely digitized these processes, opening up a promising market for growth companies and investors alike.

    While the investment climate has cooled recently, new projects still report on Blu Horseshoe almost weekly. At a time when real estate is no longer a safe bet, investors may be looking to areas that promise growth on the one hand and deep value on the other. Young companies in the natural resources sector have tangible assets in the ground while offering strong growth opportunities if those assets are creatively leveraged. Wealthy investors, in particular, can spread their assets across several projects and are therefore predestined for this form of investment. Since platforms like Blu Horseshoe can be scaled perfectly, investors should have Aspermont's stock on their radar.

    Deutsche Bank: Poor framework conditions

    The fintech business Aspermont is doing today might suit big players like Deutsche Bank. But the major institutions have not exactly distinguished themselves as "first movers" in recent years. In the short term, the industry has been put on the spot by the problems at Credit Suisse. Although German institutions, such as Deutsche Bank, are not threatened by existential worries, the general conditions are conceivably bad. The big deals that investment banking likes to pounce on are rare. Only smaller companies are looking for follow-up financing. However, the big players in the industry have long neglected this area. Although the interest rate turnaround is reviving the bread-and-butter business, the market remains challenging. Deutsche Bank's stock has taken a beating.


    In a market environment where many things are not going optimally, investors should focus on areas where there is a special boom. The real estate crash, which is taking place much more dramatically elsewhere, such as in the UK or the US, than here in Germany, is causing investment distress among many investors. Large banks are hardly in a position to enter the gap - in recent years, too little attention has been paid to small growth companies. A fintech like Aspermont occupies this niche, scores points with low costs and brings the necessary contacts thanks to the long-established media business in precisely this area. The stock is a penny stock, but the business is solid. If you do your research on Aspermont, you will find a conservative growth stock.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    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.

    About the author



    Related comments:

    Commented by Stefan Feulner on July 22nd, 2024 | 06:45 CEST

    Palantir, VCI Global, C3.ai - Beneficiaries of the megatrend

    • AI
    • Fintech
    • Software
    • Technology

    The emergence of ChatGPT brought artificial intelligence into the mainstream. Since then, companies developing various AI services have been springing up like mushrooms. This trend will undoubtedly continue to gain momentum in the future, as various technologies are already too firmly anchored in the economy and society. Despite the current sideways movement on the stock markets, we should continue to keep an eye on the developments of listed players who are likely to benefit from this super cycle in the future.

    Read

    Commented by Juliane Zielonka on July 18th, 2024 | 07:00 CEST

    BASF, VCI Global, Palantir - AI and digitalization as a market opportunity with high returns

    • Digitization
    • hightech
    • Fintech
    • data
    • AI

    Future industries such as robotics, AI, and digitalization are accelerating the growth of companies through the automation of production processes. This also increases the opportunity for high-growth stocks. BASF has been using computer-aided technology in its various business areas for over ten years. Starting with machine learning in the chemical industry, they are now supporting countless smallholders and farmers in the agricultural business with artificial intelligence. No less a partner than Google is involved in this partnership. Does this bold move offer the traditional company a chance of above-average growth? One candidate in the high-growth sector is the Southeast Asian company VCI Global. The experienced management has an impressive track record of successful IPOs and has established itself as an expert in guiding companies through public listings. The Company also invests in future markets through an investment arm. Its focus here: Robotics, blockchain, AI. Palantir, on the other hand, is known for its big data technology, which uses AI for government institutions. Recently, some analysts have expressed concerns about the Company's high valuation. However, in Europe, one authority continues to rely on the US company's data networking. Where do the best returns lie for investors?

    Read

    Commented by Armin Schulz on January 16th, 2024 | 07:30 CET

    Commerzbank, Globex Mining, Vonovia - Interest Rates, Commodities, Real Estate - Where is the most potential?

    • Mining
    • Gold
    • Commodities
    • RealEstate
    • Banking

    When it comes to investing one's money, investors have various options. Personal preferences and different risk tolerances play a crucial role in decision-making. Should one choose the security of a bank with fixed interest rate products, or does one venture into the potentially lucrative terrain of the commodities markets, where choices range between gold, oil and many other options? The third option would be real estate, the ownership of which is equated with value stability and protection against inflation. Experts recommend a diversified approach across these different areas to cushion fluctuations. We take a look at an interesting company from each sector.

    Read