The easing of measures to contain the Corona Pandemic will be further extended and, in parallel, companies and their employees will be able to increase personal communications again. However, the curfew phase was also used for strategic decisions and developments, as investors can see from announcements in recent weeks. The situation represents a crisis for many people, but it is also an opportunity for change and a new beginning. Market participants have learned in recent months that dependence on China leads to many bottlenecks and global diversification is therefore necessary. Anyone who wants to be part of it must have the right shares in their portfolio.
Emergence of an EU player
The former Goldman Sachs manager Jonathan Summers took over the helm at the young supplier
EXMceuticals (CSE: EXM) at the end of 2019. The company focuses on the
production of pure ingredients and active ingredients for the healthcare sector.
Medical products have a particularly high standard and
the more demanding the market, the higher the margins are usually. Last week, EXMceuticals announced the first buyer, thus attracting the attention of investors. The company is listed on the stock exchanges in Germany and Canada and the share price has already increased.
Healthcare market in transition
EXMceuticals will be established in Europe in the context of a shell acquisition in 2019. From Lisbon in Portugal, the operative business will be implemented and customers will be supplied. The main focus is on the EU. A growth market for pure ingredients extracted from the cannabis plant will gain in importance in the coming years. The European location is particularly exciting in view of the fact that in future the
residence and the closeness to the market will be a competitive advantage.
Since COVID-19 at the latest, people in the EU have known
how high the dependence on Asian suppliers is. Many an investor in EXMceuticals, with its current market value of around EUR 13 million, recalls the early phase of
Symrise (FSE: SY1), which now has a market capitalization of EUR 13 billion.
Profits with solutions
The companies
BioNTech (NASDAQ: BNTX) and
Shop Apotheke Europe (FSE: SAE) have been among the
problem solvers and bearers of hope since the spread of COVID-19 in the investor circles. The shares of these companies have risen accordingly. Shop Apotheke has been particularly in demand in recent months in the context of the supply of drugs and health-related products because of temporary supply bottlenecks in shops or because people did not dare to go out into the streets and the online shop offered an alternative source of supply.
The BioNTech shares benefited from the success reports in connection with the
development of a vaccine for COVID-19. The market value of BioNTech is currently USD 11.00 billion and that of Shop Apotheke Europe EUR 1.16 billion.
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´.