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Deutsche Telekom, Enthusiast Gaming, Krones - how do insiders act now?

Mario Hose Mario Hose, Apaton
0 Comments| February 26, 2020

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It is generally assumed that the management and supervisory boards of companies have an information advantage over the public and for this reason they are subject to different reporting requirements depending on the stock exchange segment. In practice, this may mean that management and supervisory boards must publish the trades they have made. Published purchases or sales by persons who know the company particularly well can provide an indication of expected developments.


Should insiders act counter-cyclically?

When management and supervisory boards of companies invest or withdraw their private money, market participants usually take a closer look. If a stock rises and insiders buy it, this creates trust and may even fuel hype. Conversely, sales in falling markets can further accelerate this development and there can even be panic. It would be more logical for decision-makers and managers to supply the market when demand is particularly high or to hold out their hand when prices fall.


Confidence-building purchases when there is panic

In recent trading days, the leading stock exchanges around the world have come under considerable pressure. The DAX, DOW and TSX have recorded significant price losses. In market phases when panic arises and prices fall, the behavior of insiders is particularly interesting. Investors want to avoid reaching for a falling knife and in this context, reported purchases by management and supervisory boards can be an indication that you are dealing with entry prices.

Conversely, however, it does not necessarily mean that insider sales mean the end of price potential. There can be natural life circumstances behind sales. However, it becomes a matter of concern if all members of the management and board of directors leave the company concertedly and completely.


Management and board members are active

In recent days, numerous listed companies have published so-called insider trades. The Deutsche Telekom announced that the board member Dr. Dirk Wössner has sold shares in the equivalent of EUR 690,884.00. In the previous week, the telecommunications company's share price had reached an annual high.

Francesco Aquilini is Chairman of Enthusiast Gaming and has acquired 250,000 shares from the company between CAD 1.96 and CAD 2.00 for a total value of CAD 494,000.00. Enthusiast Gaming has grown in recent years to become the largest gaming network in North America. At Krones yesterday and today, three parties subject to reporting requirements bought shares for almost EUR 2.0 million, thus taking advantage of the price slide from over EUR 70.00 to under EUR 60.00 within a few days.

CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold shares in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.


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