The e-commerce sector is currently showing strong bullish signals - with three exciting stocks in particular: Jumia, Shopify and Amazon.

$AMZN (-2,7 %) Amazon has impressed with strong Q1 figures. The cloud division AWS is growing dynamically again, the advertising business is booming and the AI hype is providing an additional tailwind. The Group is more profitable than ever in operational terms, which should further boost the share price.

$SHOP (-1,77 %) Shopify is benefiting massively from the trend towards the digitalization of retail. Following the successful restructuring in 2023, the company is now once again showing accelerated sales growth and solid margins. Particularly exciting: the Shop Pay network is increasingly becoming a real competitor to Apple's payment system.

$JMIA (-6,12 %) Jumia, on the other hand, is the real underdog with moonshot potential: the "Amazon of Africa" has massively streamlined its cost structure, focused on profitable growth and stabilized its operating business. The continent is at the beginning of an e-commerce revolution - which is exactly where $JMIA (-6,12 %) Jumia is perfectly positioned. The valuation is currently historically low, while the potential is huge.

A x10 in the summer? Sounds crazy - but is not unrealistic for microcaps with a structural tailwind. $Jumia could explode with just a few positive news (e.g. strategic partnership, turnaround figures or political impetus). Those who get in early could enjoy exponential gains in the summer.

Conclusion: $JMIA (-6,12 %)
$AMZN (-2,7 %) and $SHOP (-1,77 %) are the solid performers in e-commerce - but $JMIA (-6,12 %) is the speculative high-flyer to keep on your radar.

Source: Finchat

$PLTR (-1,85 %)

$NOW (-0,14 %)

$SPOT (-0,63 %)

$PANW (+0,33 %)

$SHOP (-1,77 %)

$CRWD (-2,17 %)

$FTNT (-0,75 %)

$ABNB (-1,32 %)

$COIN (-5,41 %)

$AXON (-0,69 %)

$RBLX

$NET (-0,69 %)

$HOOD (-4,89 %)

$TTD (-3,73 %)

$DUOL

$HIMS (-7,81 %)

$CVX (-1,35 %)
$SIE (-0,89 %)
$SHOP (-1,77 %)
$LDO (+3,94 %)
$SHEL (-2,38 %)
$AMZN (-2,7 %)
$IRM (+0,45 %)
$MAIN (-0,52 %)
$LBW (+0,13 %)

#nachkauf
#kauf
#investieren

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (-1,32 %)

Alphabet $GOOGL (-0,8 %)

Amazon $AMZN (-2,7 %)

ASML $ASML (-0,84 %)

Axon $AXON (-0,69 %)

Cadence $CDNS (-0,03 %)

Constellation Software $CSU (+0,39 %)

Crowdstrike $CRWD (-2,17 %)

Fair Isaac $FICO (+0,96 %)

Hermes $RMS (-0,87 %)

Intuit $INTU (+0,32 %)

Intuitive Surgical $ISRG (-1,66 %)

Mastercard $MA (+1,26 %)

Meta $META (-1,5 %)

Netflix $NFLX (+0,54 %)

Microsoft $MSFT (-0,32 %)

Palantir $PLTR (-1,85 %)

Tesla $TSLA (-2,71 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (-0,87 %)

Costco $COST (+0,41 %)

Ferrari $RACE (-0,77 %)

Moody's $MCO (-0,31 %)

MSCI $MSCI (+0,63 %)

Transdigm $TDG (-0,04 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (-7,81 %)

Robinhood $HOOD (-4,89 %)

Roblox $RBLX

Shopify $SHOP (-1,77 %)

Spotify $SPOT (-0,63 %)

The Trade Desk $TTD (-3,73 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

1 Meta Platforms (A)

Meta is investing heavily in AI and the metaverse - an exciting tech giant with solid cash flow after the correction.

2. paypal

Fintech giant with a strong market position in digital payments - currently valued more favorably due to the correction.

3. realty income

Stable dividend payer ("Monthly Dividend Company") from the real estate sector - down due to interest rate concerns, now an attractive entry point.

4. salesforce

Market leader in CRM software with good growth prospects - the correction is pushing the price down to a more interesting level.

5 Shopify (A)

E-commerce enabler with potential to profit from global online trade - more attractive again after setbacks.

6. target

Solid retail company with stable sales - fallen due to economic uncertainties and now valued more excitingly.

7 The Trade Desk (A)

Profiteer of growing digital advertising - currently cheaper due to tech sector correction.

8 Zeta Global Holdings

Growing in data-driven marketing - still a small cap with opportunities due to current valuation weakness.

9 Alphabet (A)

Google parent with strong AI and cloud position - correction offers long-term investors favorable entry opportunities.

10. amazon.com

Market leader in e-commerce and strong in the cloud sector (AWS) - currently more exciting again after declines.

11. ASML

Monopolist in EUV lithography machines for the chip industry - cheaper due to market downturn, but essential in the long term.

12. diageo

Strong consumer goods stock (e.g. spirits) - currently under pressure due to economic concerns, which creates good opportunities for additional buying.

13. HCA Healthcare

Largest private hospital operator in the USA - defensive business model, more interesting valuation after the correction.

14. Lam Research

Important supplier for the semiconductor industry - currently affected by the weak semiconductor market, but enormously important in the long term.

With these words, I wish you a pleasant Sunday evening and a successful week! $META (-1,5 %)
$LRCX (-1,23 %)
$HCA (+0,82 %)
$DGE (+0,47 %)
$ASML (-0,84 %)
$AMZN (-2,7 %)
$GOOGL (-0,8 %)
$ZETA (-4,57 %)
$TTD (-3,73 %)
$TGT (-0,15 %)
$SHOP (-1,77 %)
$CRM (-0,09 %)
$O (+0,73 %)
$PYPL (-1,3 %)

#etfs
#dividends
#stockanalysis
#aktien
#tech

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (-7,81 %)

Spotify: 14.9% / 5.6x $SPOT (-0,63 %)

Airbnb: 10.4% / 6.8x $ABNB (-1,32 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (-4,89 %)

The Trade Desk: 19,4% / 11,1x $TTD (-3,73 %)

Fortinet: 14.4% / 11.5x $FTNT (-0,75 %)

Shopify: 22.6% / 11.9x $SHOP (-1,77 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (+0,33 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (-0,69 %)

Crowdstrike: 22.5% / 17.2x $CRWD (-2,17 %)

Cloudflare: 27.2% / 20.9x $NET (-0,69 %)

Palantir: 30.8% / 52.6 $PLTR (-1,85 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

Airbnb $ABNB (-1,32 %)

Amazon $AMZN (-2,7 %)

Axon $AXON (-0,69 %)

Cadence $CDNS (-0,03 %)

Constellation Software $CSU (+0,39 %)

Costco $COST (+0,41 %)

Crowdstrike $CRWD (-2,17 %)

Fair Isaac $FICO (+0,96 %)

Ferrari $RACE (-0,77 %)

Hermes $RMS (-0,87 %)

Hims & Hers $HIMS (-7,81 %)

Intuit $INTU (+0,32 %)

Intuitive Surgical $ISRG (-1,66 %)

Mastercard $MA (+1,26 %)

Microsoft $MSFT (-0,32 %)

Moody's $MCO

MSCI $MSCI (+0,63 %)

Palantir $PLTR (-1,85 %)

Robinhood $HOOD (-4,89 %)

Roblox $RBLX

Shopify $SHOP (-1,77 %)

Tesla $TSLA (-2,71 %)

The Trade Desk $TTD (-3,73 %)

Transdigm $TDG (-0,04 %)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?