In the next four weeks, the stock market will make a clean sweep. The well, which started the reporting season for the period March to June is likely to be for many investors an exciting. The a will hope that the courses are already run to the well and the balance sheets will not be quite so disastrous as expected. The others speculate, perhaps, just that, and expect significant markdowns on the stock markets. This “frustration potential” would be Missed for the group of investors with the “feeling” then it might be a good time to (Re-)entry.
The output location is the same for all: The Corona-crisis is one of the largest economic crises ever. However, in contrast to previous crises, this crisis was not caused by the financial sector or the capital investors. Rather, it is a Premiere.
Forced recession
A Virus and the handling of it caused a complete Freeze of the global economic system and sent the world into a “Stay at Home”-recession: Where the Consumer is forced to stay at home, not in need of a producer.
of Course, there are the “profiteers of the Corona-crisis”. Companies in the field of digitisation, online trading, or Internet. However, companies such as Apple, Amazon, Netflix or Microsoft would have developed without the pandemic, your business more successful. Corona was, ultimately, only an accelerator. to put
To such shares for a long-term oriented investors make sense and probably in the next few years, with a beautiful return associated. But how it looks with other shares of the category “profiteer of the Corona-crisis”?
In this category was the least of Drägerwerk always gladly arranged. Understandable, because the last year kränkelten lübeck have many equipped hospitals with ventilators for Covid-19 people who are ill. The demand had grown by leaps and bounds, the turnover grew in the second quarter by more than a quarter to around EUR 788 million. The Ebit was more than EUR 100 million, after a loss of 1.5 million Euro in the prior-year quarter.
After the strong second quarter, the lübeck-based company has increased the forecast for the year, the stock experienced in weeks, a amount of noise. The share price rose since the beginning of the year, more than 50 percent. No wonder in the face of news like this: On Thursday, drägerwerk informed of the British government awarded the contract for the delivery of respiratory protection masks (FFP3) will receive. The delivery of the masks to begin in 2020 and in the following year cover. The expected turnover is approximately 100 million euros.
Draeger factory VZO O. N. — — (–) Xetra tradegate London SE Int. Level 1Lang & Schwarz, Stuttgart, Frankfurt, Switzerland, Vienna 1T 1W 3M 1J 3J 5J For detail view
Drägerwerk is definitely a (short-term) profiteer of the Corona-crisis – but also a more sustainable one? If there is really a vaccine against Corona, is to normalize the demand for drägerwerk products again. The stock market is “normal” is rather boring and has no imagination for great gains. You may be curious as to how the Drägerwerk-stock is listed in a year. Drägerwerk is only a current example of how the stock market currently, some of the investors (in the short term) to interact.