May 10th, 2022 | 10:39 CEST
Zalando, Aspermont, SAP - Corona and back, the stock rebound is coming!
What would society and the economy look like without digitization? The Internet, software and smartphones have become a matter of everyday life and form the basis for communication and interaction. Corona has been an accelerator in many ways. On the other hand, pandemics and war clearly show us the limits of supposedly predictable growth with scarcity prices and supply chain disruptions. At a reduced price level, it is worth looking at "digitization stocks" that offer good opportunities.
time to read: 3 minutes
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Author:
Carsten Mainitz
ISIN:
ZALANDO SE | DE000ZAL1111 , ASPERMONT LTD | AU000000ASP3 , SAP SE O.N. | DE0007164600
Table of contents:
"[...] Having Investors like Robert Friedland and Rob McEwen come in with CVMR and Terra Capital really was terrific. [...]" Terry Lynch, CEO, Power Nickel Inc.
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.
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Zalando - Corona low is approaching
In the summer of last year, a good EUR 100 had to be paid for a Zalando share. In this area, a double top was formed in chart terms. The share price is now around EUR 33, and the Corona lows of around EUR 30 are not far away. A chart support could soon be established here.
Zalando is Europe's leading online platform for fashion and lifestyle, which today provides products to around 45 million customers in 23 countries. In addition to established brands, it also offers local brands in the areas of clothing, shoes, accessories and cosmetics.
As expected, the first quarter figures published by the Berlin-based company a few days ago were lacking. Revenues declined slightly by 1.5% to EUR 2.2 billion. Both operating profit (EBIT) and net profit were negative. More important, however, was the confirmation of the guidance for the full year.
EBIT is expected to be between EUR 430 million and EUR 510 million. In addition, the Group intends to invest between EUR 400 million and EUR 500 million in the further development of its business. The analysts at Berenberg have confirmed their buy recommendation for the share but adjusted the price target to EUR 91.
Aspermont - Multibagger potential!
Recently, the analysts of GBC confirmed the great price potential of the shares. After good half-year figures, the Australians are on a very good path to an impressive financial year. With the Mining Journal and Mining Magazine, which have been published for well over 100 years, Aspermont is the leading industry address. However, the scene has been set in the predominantly digital services business for some time.
Based on a XaaS model, Aspermont distributes high-value content to a growing group of corporate customers. In the "Data" area, user behavior patterns are marketed and leads generated. In the "Services" area, the Company offers customers services such as content, advertising, sponsoring and events. The subscription model enables predictable cash flows, while premium content is also offered. The Company's key asset is its database of around 8 million decision-makers from the mining, energy, and agricultural sectors.
At the end of March, the Company was able to return to physical conference formats by organizing the Future of Mining, which Aspermont expects to contribute AUD 1 million in revenue in 2022. Investors eagerly await the first deals under the "Blue Horseshoe" joint venture. This digital platform for raising capital marked the Company's entry into the fintech business. Institutional investors are given the opportunity to invest in companies here.
A detailed update on the Company and the published quarterly data can be found here.
On May 19, the Company will update investors on the latest developments at the virtual International Investment Forum event. Free registration is available here.
The Australians are currently valued at around AUD 51 million at a share price of AUD 0.02 on the stock exchange. GBC certifies an upward potential up to AUD 0.11 for the share certificates.
SAP - Investors are impatient
Weak quarterly figures, followed by negative reactions from analysts and investors, recently led to weaker share prices. Although SAP is growing in the area of cloud software, high investments and the withdrawal from Russia weighed on the first-quarter results.
Group revenue increased by 11% to EUR 7.1 billion. However, operating profit adjusted for special effects fell by 4%. Investors were much more interested in the figures for the cloud business. Here, revenue increased by 31% to EUR 2.8 billion, which was above market expectations. However, with a margin decline of 3.7 percentage points to 23.7%, Europe's largest software company clearly disappointed.
Scalable and digital business models are the future. Zalando and SAP are among the leading providers in their industries. Aspermont is another leader in its segment. In particular, the earnings potential of the new investment platform speaks in favor of the Australians. In addition, the analysts of GBC attest the share a high upside potential.
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.
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