Lakestar SPAC German Innovation (Seite 41)
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Letzter Kurs 30.05.24 Lang & Schwarz
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| TitelBeiträge |
|---|
13:58 Uhr · mwb research AG |
10:40 Uhr · Sharedeals |
28.05.24 · wO Newsflash |
28.05.24 · wO Newsflash  |
Werte aus der Branche Internet
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 21,500 | +27,14 | |
| 3,0100 | +14,89 | |
| 5,6500 | +5,61 | |
| 359,55 | +4,99 | |
| 2,2000 | +4,76 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,6290 | -7,60 | |
| 1,5500 | -7,74 | |
| 4,6300 | -8,32 | |
| 2,0000 | -9,09 | |
| 1,1001 | -18,51 |
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Na also, Kurs geht konstant hoch, ich sehe bald die 3,- Euro :-)
Antwort auf Beitrag Nr.: 72.829.526 von Samba_an_der_Eckfahne am 29.11.22 11:31:47ZU Deinen " altbekannten Verdächtigen, also Energiekrise, Klimakrise, Krieg in der Ukraine, Konflikt Taiwan/China/USA, Zinssorgen"
Die Ferienhausbranche ist von all diesen Einflüssen am wenigsten betroffen. Natürlich werden auch dort Fragen gestellt:
https://www.deutscher-ferienhausverband.de/energiekrise-laes…
Dennoch zeigt der letzte Satz, dass es den Ferienhäusern eben trotzdem besser geht, als allen anderen:
"Die Stimmung ist durchwachsen, aber nicht bedrohlich
.......... „Das ganze Ausmaß der Energiekrise lässt sich noch nicht abschätzen.“ Dennoch ist laut Umfrage für 96,7 Prozent der Vermieter die Lage noch nicht existenzbedrohend."
An der Börse ist am Ende alles relativ und Ferienhäuser brauchen eben wenig Energie bei der Anfahrt (Auto, Zug) und nur normal viel Energie beim Betrieb.
Dazu kommt: Keine der großen Plattform (Airbnb, Booking, etc) hat derzeit auch nur annähernd ähnliches Wachstum, wie HTG. Es ist daher nur eine Frage der Zeit, bis die Aktie aufholt.
Die Ferienhausbranche ist von all diesen Einflüssen am wenigsten betroffen. Natürlich werden auch dort Fragen gestellt:
https://www.deutscher-ferienhausverband.de/energiekrise-laes…
Dennoch zeigt der letzte Satz, dass es den Ferienhäusern eben trotzdem besser geht, als allen anderen:
"Die Stimmung ist durchwachsen, aber nicht bedrohlich
.......... „Das ganze Ausmaß der Energiekrise lässt sich noch nicht abschätzen.“ Dennoch ist laut Umfrage für 96,7 Prozent der Vermieter die Lage noch nicht existenzbedrohend."
An der Börse ist am Ende alles relativ und Ferienhäuser brauchen eben wenig Energie bei der Anfahrt (Auto, Zug) und nur normal viel Energie beim Betrieb.
Dazu kommt: Keine der großen Plattform (Airbnb, Booking, etc) hat derzeit auch nur annähernd ähnliches Wachstum, wie HTG. Es ist daher nur eine Frage der Zeit, bis die Aktie aufholt.
Antwort auf Beitrag Nr.: 72.828.671 von SchlauerMeier am 29.11.22 10:00:53
Das entscheidende Wörtchen ist "Wenn". Da sind viele Unwägbarkeiten, meiner Meinung nach. Kommt die viel beschworene Rezession tatsächlich? Wie steht es dann mit der Kauf- und Reiselaune der Bevölkerung. Und die altbekannten "Verdächtigen", also Energiekrise, Klimakrise, Krieg in der Ukraine, Konflikt Taiwan/China/USA, Zinssorgen etc. werden auch nicht einfach weggehen. Dazu kommt der Kryptocrash, der immer weitere Kreise zieht. Wer weiß, welche bösen Überraschungen im kommenden Jahr auf uns warten. Ich weiß, da ist viel dabei, das nicht direkt Einfluss auf HomeToGo nimmt oder nehmen muss, aber so eine schwierige politische und gesellschaftliche Gemengenlage wird mindestens abfärben. Natürlich besteht auch immer die Hoffnung, dass sich alles zum Besseren dreht im kommenden Jahr, aber es ist schwer daran zu glauben.
Zitat von SchlauerMeier:Zitat von Samba_an_der_Eckfahne: ...
Was bedeutet das jetzt? Was resultiert aus diesen kommunizierten Zahlen und Aussichten? Wird der Kurs mittelfristig wieder nach oben gehen oder läuft es noch weiter in den Keller? Ich habe bei HomeToGo nur Fragen und höchstens verhaltenen Optimismus 🤷
Warum verhaltenen Optimismus? Wenn HTG es schafft, in 2023 auf Jahresbasis bei so einem stattlichen Umsatz profitabel zu werden, ist das ein sehr gutes Ergebnis.
Das entscheidende Wörtchen ist "Wenn". Da sind viele Unwägbarkeiten, meiner Meinung nach. Kommt die viel beschworene Rezession tatsächlich? Wie steht es dann mit der Kauf- und Reiselaune der Bevölkerung. Und die altbekannten "Verdächtigen", also Energiekrise, Klimakrise, Krieg in der Ukraine, Konflikt Taiwan/China/USA, Zinssorgen etc. werden auch nicht einfach weggehen. Dazu kommt der Kryptocrash, der immer weitere Kreise zieht. Wer weiß, welche bösen Überraschungen im kommenden Jahr auf uns warten. Ich weiß, da ist viel dabei, das nicht direkt Einfluss auf HomeToGo nimmt oder nehmen muss, aber so eine schwierige politische und gesellschaftliche Gemengenlage wird mindestens abfärben. Natürlich besteht auch immer die Hoffnung, dass sich alles zum Besseren dreht im kommenden Jahr, aber es ist schwer daran zu glauben.
Antwort auf Beitrag Nr.: 72.821.837 von Samba_an_der_Eckfahne am 28.11.22 00:04:26
Warum verhaltenen Optimismus? Wenn HTG es schafft, in 2023 auf Jahresbasis bei so einem stattlichen Umsatz profitabel zu werden, ist das ein sehr gutes Ergebnis.
Zitat von Samba_an_der_Eckfahne:Zitat von mp2019: Skift Take
A public company, HomeToGo is still very small. However, in metasearch, albeit for short-term rentals, it is going places where larger rivals were unsuccessful.
The idea is to make HomeToGo a more attractive place for travelers to find short-term rentals without the frustrations — and inefficiencies — of being shuffled off to third-party websites of divergent quality, and where the booking may never take place.
In disclosing its third quarter financial results on Thursday, HomeToGo reported that revenue from these onsite bookings increased 29.4 percent year over year to 16.3 million euros ($16.9 million).
That’s a 280 percent increase since pre-pandemic 2019 as HomeToGo, which became a public company last year in Frankfurt, shifts its business toward the onsite, or facilitated booking, model. Under this scenario, although the short-term rental apartment or vacation rental booking takes place on HomeToGo, the partner provider is still the merchant of record and handles customer service issues.
Comparison-shopping services such as Google Travel, Kayak and Tripadvisor over the years made strategic pushes to take more direct bookings for hotels — as HomeToGo is doing today for short-term rentals — but largely abandoned their efforts when they didn’t gain enough traction.
HomeToGo’s strides in direct bookings begs the question: Is it executing better than some of its larger peers did, or are short-term rentals more fertile ground for direct bookings than were hotels, including those from major chains?
HomeToGo still uses the metasearch referral model, as well, directing travelers to the partner websites for bookings.
HomeToGo reported its onsite share of bookings was 61 percent Europe over the first three quarters of 2022, but it is considerably lower in the U.S., where it expects to add quality booking partners.
“And also looking at the U.S. market and increasing our onsite share, this is a big focus of ours and the colleagues … ” Chief Financial Officer Steffen Schneider told financial analysts Thursday. “Building up a good partner base of onsite partners is making good progress. So I would expect the U.S. to have a higher onsite share in the next year.”
For the third quarter, HomeToGo’s onsite share of business actually fell year over year by 4.4 percentage points to 45.4 percent because of a surge of last-minute bookings, particularly in July, that contributed to growth in the company’s metasearch or “offsite business.”
The company in the third quarter notched net income of 12.5 million euros ($12.95 million) on revenue of 69.7 million euros ($79.2 million), a 59.8 percent jump. Both were records.
Business subscription revenue, propelled by acquisitions, increased 246 percent to 8.5 million euros ($8.8 million).
HomeToGo, which expects to be profitable for full-year 2023, increased its guidance for full-year 2022 to revenue of 141 million ($146.1 million) to 146 million euros ($151.3 million), an increase of 48 percent to 54 percent compared with 2021, and adjusted earnings (earnings before interest, taxes, depreciation and amortization) of negative 20 (negative $20.7 million) to negative 25 million (negative $25.9 million).
https://skift.com/2022/11/13/hometogo-made-progress-in-booki…
Was bedeutet das jetzt? Was resultiert aus diesen kommunizierten Zahlen und Aussichten? Wird der Kurs mittelfristig wieder nach oben gehen oder läuft es noch weiter in den Keller? Ich habe bei HomeToGo nur Fragen und höchstens verhaltenen Optimismus 🤷
Warum verhaltenen Optimismus? Wenn HTG es schafft, in 2023 auf Jahresbasis bei so einem stattlichen Umsatz profitabel zu werden, ist das ein sehr gutes Ergebnis.
Antwort auf Beitrag Nr.: 72.815.681 von mp2019 am 25.11.22 18:00:14
Was bedeutet das jetzt? Was resultiert aus diesen kommunizierten Zahlen und Aussichten? Wird der Kurs mittelfristig wieder nach oben gehen oder läuft es noch weiter in den Keller? Ich habe bei HomeToGo nur Fragen und höchstens verhaltenen Optimismus 🤷
Zitat von mp2019: Skift Take
A public company, HomeToGo is still very small. However, in metasearch, albeit for short-term rentals, it is going places where larger rivals were unsuccessful.
The idea is to make HomeToGo a more attractive place for travelers to find short-term rentals without the frustrations — and inefficiencies — of being shuffled off to third-party websites of divergent quality, and where the booking may never take place.
In disclosing its third quarter financial results on Thursday, HomeToGo reported that revenue from these onsite bookings increased 29.4 percent year over year to 16.3 million euros ($16.9 million).
That’s a 280 percent increase since pre-pandemic 2019 as HomeToGo, which became a public company last year in Frankfurt, shifts its business toward the onsite, or facilitated booking, model. Under this scenario, although the short-term rental apartment or vacation rental booking takes place on HomeToGo, the partner provider is still the merchant of record and handles customer service issues.
Comparison-shopping services such as Google Travel, Kayak and Tripadvisor over the years made strategic pushes to take more direct bookings for hotels — as HomeToGo is doing today for short-term rentals — but largely abandoned their efforts when they didn’t gain enough traction.
HomeToGo’s strides in direct bookings begs the question: Is it executing better than some of its larger peers did, or are short-term rentals more fertile ground for direct bookings than were hotels, including those from major chains?
HomeToGo still uses the metasearch referral model, as well, directing travelers to the partner websites for bookings.
HomeToGo reported its onsite share of bookings was 61 percent Europe over the first three quarters of 2022, but it is considerably lower in the U.S., where it expects to add quality booking partners.
“And also looking at the U.S. market and increasing our onsite share, this is a big focus of ours and the colleagues … ” Chief Financial Officer Steffen Schneider told financial analysts Thursday. “Building up a good partner base of onsite partners is making good progress. So I would expect the U.S. to have a higher onsite share in the next year.”
For the third quarter, HomeToGo’s onsite share of business actually fell year over year by 4.4 percentage points to 45.4 percent because of a surge of last-minute bookings, particularly in July, that contributed to growth in the company’s metasearch or “offsite business.”
The company in the third quarter notched net income of 12.5 million euros ($12.95 million) on revenue of 69.7 million euros ($79.2 million), a 59.8 percent jump. Both were records.
Business subscription revenue, propelled by acquisitions, increased 246 percent to 8.5 million euros ($8.8 million).
HomeToGo, which expects to be profitable for full-year 2023, increased its guidance for full-year 2022 to revenue of 141 million ($146.1 million) to 146 million euros ($151.3 million), an increase of 48 percent to 54 percent compared with 2021, and adjusted earnings (earnings before interest, taxes, depreciation and amortization) of negative 20 (negative $20.7 million) to negative 25 million (negative $25.9 million).
https://skift.com/2022/11/13/hometogo-made-progress-in-booki…
Was bedeutet das jetzt? Was resultiert aus diesen kommunizierten Zahlen und Aussichten? Wird der Kurs mittelfristig wieder nach oben gehen oder läuft es noch weiter in den Keller? Ich habe bei HomeToGo nur Fragen und höchstens verhaltenen Optimismus 🤷
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Antwort auf Beitrag Nr.: 72.815.681 von mp2019 am 25.11.22 18:00:14Danke für den Text
Skift Take
A public company, HomeToGo is still very small. However, in metasearch, albeit for short-term rentals, it is going places where larger rivals were unsuccessful.
The idea is to make HomeToGo a more attractive place for travelers to find short-term rentals without the frustrations — and inefficiencies — of being shuffled off to third-party websites of divergent quality, and where the booking may never take place.
In disclosing its third quarter financial results on Thursday, HomeToGo reported that revenue from these onsite bookings increased 29.4 percent year over year to 16.3 million euros ($16.9 million).
That’s a 280 percent increase since pre-pandemic 2019 as HomeToGo, which became a public company last year in Frankfurt, shifts its business toward the onsite, or facilitated booking, model. Under this scenario, although the short-term rental apartment or vacation rental booking takes place on HomeToGo, the partner provider is still the merchant of record and handles customer service issues.
Comparison-shopping services such as Google Travel, Kayak and Tripadvisor over the years made strategic pushes to take more direct bookings for hotels — as HomeToGo is doing today for short-term rentals — but largely abandoned their efforts when they didn’t gain enough traction.
HomeToGo’s strides in direct bookings begs the question: Is it executing better than some of its larger peers did, or are short-term rentals more fertile ground for direct bookings than were hotels, including those from major chains?
HomeToGo still uses the metasearch referral model, as well, directing travelers to the partner websites for bookings.
HomeToGo reported its onsite share of bookings was 61 percent Europe over the first three quarters of 2022, but it is considerably lower in the U.S., where it expects to add quality booking partners.
“And also looking at the U.S. market and increasing our onsite share, this is a big focus of ours and the colleagues … ” Chief Financial Officer Steffen Schneider told financial analysts Thursday. “Building up a good partner base of onsite partners is making good progress. So I would expect the U.S. to have a higher onsite share in the next year.”
For the third quarter, HomeToGo’s onsite share of business actually fell year over year by 4.4 percentage points to 45.4 percent because of a surge of last-minute bookings, particularly in July, that contributed to growth in the company’s metasearch or “offsite business.”
The company in the third quarter notched net income of 12.5 million euros ($12.95 million) on revenue of 69.7 million euros ($79.2 million), a 59.8 percent jump. Both were records.
Business subscription revenue, propelled by acquisitions, increased 246 percent to 8.5 million euros ($8.8 million).
HomeToGo, which expects to be profitable for full-year 2023, increased its guidance for full-year 2022 to revenue of 141 million ($146.1 million) to 146 million euros ($151.3 million), an increase of 48 percent to 54 percent compared with 2021, and adjusted earnings (earnings before interest, taxes, depreciation and amortization) of negative 20 (negative $20.7 million) to negative 25 million (negative $25.9 million).
https://skift.com/2022/11/13/hometogo-made-progress-in-booki…
A public company, HomeToGo is still very small. However, in metasearch, albeit for short-term rentals, it is going places where larger rivals were unsuccessful.
The idea is to make HomeToGo a more attractive place for travelers to find short-term rentals without the frustrations — and inefficiencies — of being shuffled off to third-party websites of divergent quality, and where the booking may never take place.
In disclosing its third quarter financial results on Thursday, HomeToGo reported that revenue from these onsite bookings increased 29.4 percent year over year to 16.3 million euros ($16.9 million).
That’s a 280 percent increase since pre-pandemic 2019 as HomeToGo, which became a public company last year in Frankfurt, shifts its business toward the onsite, or facilitated booking, model. Under this scenario, although the short-term rental apartment or vacation rental booking takes place on HomeToGo, the partner provider is still the merchant of record and handles customer service issues.
Comparison-shopping services such as Google Travel, Kayak and Tripadvisor over the years made strategic pushes to take more direct bookings for hotels — as HomeToGo is doing today for short-term rentals — but largely abandoned their efforts when they didn’t gain enough traction.
HomeToGo’s strides in direct bookings begs the question: Is it executing better than some of its larger peers did, or are short-term rentals more fertile ground for direct bookings than were hotels, including those from major chains?
HomeToGo still uses the metasearch referral model, as well, directing travelers to the partner websites for bookings.
HomeToGo reported its onsite share of bookings was 61 percent Europe over the first three quarters of 2022, but it is considerably lower in the U.S., where it expects to add quality booking partners.
“And also looking at the U.S. market and increasing our onsite share, this is a big focus of ours and the colleagues … ” Chief Financial Officer Steffen Schneider told financial analysts Thursday. “Building up a good partner base of onsite partners is making good progress. So I would expect the U.S. to have a higher onsite share in the next year.”
For the third quarter, HomeToGo’s onsite share of business actually fell year over year by 4.4 percentage points to 45.4 percent because of a surge of last-minute bookings, particularly in July, that contributed to growth in the company’s metasearch or “offsite business.”
The company in the third quarter notched net income of 12.5 million euros ($12.95 million) on revenue of 69.7 million euros ($79.2 million), a 59.8 percent jump. Both were records.
Business subscription revenue, propelled by acquisitions, increased 246 percent to 8.5 million euros ($8.8 million).
HomeToGo, which expects to be profitable for full-year 2023, increased its guidance for full-year 2022 to revenue of 141 million ($146.1 million) to 146 million euros ($151.3 million), an increase of 48 percent to 54 percent compared with 2021, and adjusted earnings (earnings before interest, taxes, depreciation and amortization) of negative 20 (negative $20.7 million) to negative 25 million (negative $25.9 million).
https://skift.com/2022/11/13/hometogo-made-progress-in-booki…
Am 28.11. ist HTG auf dem Deutschen Eigenkapitalforum 2022 in FFM im Steigenberger Airport Hotel.
Ich bin zufällig auch da und werde berichten.
Ich bin zufällig auch da und werde berichten.
Sehr schöne Zahlen heute: https://ir.hometogo.de/websites/hometogo/English/14000/news-…
In Q3/22 HomeToGo continued to deliver strong business growth, accelerated by the post-pandemic travel rebound and summer travel high. Booking Revenues increased by 53.2% YoY to EUR 42.5 million (vs. EUR 27.8 million in Q3/21) amid high last-minute bookings, particularly in July and August, while IFRS Revenues grew by 59.8% YoY to a record high of EUR 69.7 million (vs. EUR 43.6 million in Q3/21) and notably by 123.6% Yo3Y.
In Q3/22 HomeToGo continued to deliver strong business growth, accelerated by the post-pandemic travel rebound and summer travel high. Booking Revenues increased by 53.2% YoY to EUR 42.5 million (vs. EUR 27.8 million in Q3/21) amid high last-minute bookings, particularly in July and August, while IFRS Revenues grew by 59.8% YoY to a record high of EUR 69.7 million (vs. EUR 43.6 million in Q3/21) and notably by 123.6% Yo3Y.
Eine Marktkapitalisierung auf Umsatzniveau halte ich hier vor dem Hintergrund der Verluste für halbwegs vertretbar.
Wären dann rd. 130 bis 140 Mio Euro.
Aber nicht die gegenwärtigen 272 Mio Euro.
Das habe ich auch schon so gesehen, als die Aktie noch deutlich höher stand.
Im Nachhinein eine richtige Einschätzung.
Vielleicht macht HomeToGo im nächsten Jahr eine Umsstzverdoppelung und schreibt eine schwarze Null.
Dann lasse ich mich gerne eines Besseren belehren.
Bis dahin bleibe ich skeptisch und beobachte den Wert erstmal.
Wären dann rd. 130 bis 140 Mio Euro.
Aber nicht die gegenwärtigen 272 Mio Euro.
Das habe ich auch schon so gesehen, als die Aktie noch deutlich höher stand.
Im Nachhinein eine richtige Einschätzung.
Vielleicht macht HomeToGo im nächsten Jahr eine Umsstzverdoppelung und schreibt eine schwarze Null.
Dann lasse ich mich gerne eines Besseren belehren.
Bis dahin bleibe ich skeptisch und beobachte den Wert erstmal.
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