Following the purchase: Enhanced focus on main operations by top-tier service supplier.
The Reinvention of Global Giants:
It's a new era for multinational corporations, as they're shaking things up with strategic renovations. With a recent groundbreaking acquisition leading to a complete overhaul, these companies are setting their sights on greater efficiency, stronger brands, and sustainable growth. The end goal? To elevate their status and reach unprecedented heights.
But it's not all smooth sailing. Challenging conditions prevail, yet the operational business is showing positive signs of growth. In particular, synergies are taking effect in a core business area, with revenue outside the DACH region doubling and the project business generating attractive new business opportunities. The first quarterly figures of 2025 even show improvements in both revenue and results.
To fortify its standing as a market leader, the corporation is streamlining its structure, focusing on sales channels that drive growth, and zeroing in on high-margin segments. The powers-that-be predict moderate growth and hope to maintain a mid-term EBIT margin of 10 percent.
But what other stocks are worth watching this week? Check out the latest issue of DER AKTIONÄR (from page 11) to discover a hot stock undergoing strategic realignment that offers an appealing dividend yield of 5.7 percent for keen dividend hunters.
Other topics in this issue:
The Robot Takes the Call
Just like many other companies, the e-commerce giant is about to undergo a massive transformation thanks to AI. But that's not all that makes this stock tempting. (P. 28)
Gold and Silver: The Dazzling Duo
Gold and silver have had an impressive first half of the year. The question now is: Will the rally continue in the next six months? (P. 34)
Throttle Up for the Future
When it comes to aircraft engines, your go-to options are usually MTU or Rolls-Royce. But there's one company that's really revving things up. (P. 40)
Crypto's New Stable Coin
Stablecoins are designed to be as stable as a rock compared to volatile cryptocurrencies like Bitcoin. Sounds boring, but this topic is setting pulses racing on the crypto market right now. (P. 50)
Take a peek at the current issue to uncover more exciting investments and insights.
In the world of corporations, strategic realignment is all about long-term achievements in operational efficiency, brand strength, and sustainable growth. What's the secret? Localizing key operations and restructuring supply chains to reduce costs, responding to changing market and regulatory demands for brand reputation and competitiveness, and embracing technology to drive innovation and efficiency. Additionally, sustainability is becoming an integral part of realignment strategies, with companies hedging electrification risks via hybrid technology adoption and integrating AI for operational resilience and growth.
While specific mid-term EBIT margin targets can vary, companies are aiming for improvements toward or above industry norms (approximately 10-15%) as they capitalize on cost savings and revenue growth generated through these strategies. So, keep an eye on those stocks that are making strategic moves and reaping the benefits.
Financing the strategic realignment of corporations involves investing in operations that locally optimize costs, address market and regulatory demands, and adopt technology for innovation and efficiency. Additionally, these companies are focusing on sustainability measures like hybrids and AI, making such stocks potentially attractive to investors.
Speaking of stocks, the corporation's strategic realignment is projected to boost its status, and keen dividend hunters would find an appealing dividend yield of 5.7% in the latest issue of DER AKTIONÄR (from page 11).
