$APO (-1,12%)
Hello my dears,
I am invested in Apollo myself, perhaps the PEG of 0.79 is attractive for you.
Profit growth is in the double-digit range.
From a chart point of view, reaching the 200-day line may mean a good chance of rising prices.
Tomorrow: Analyst, investor & shareholder conferences
The listed US financial investor Apollo Global Management has announced plans to invest up to USD 100 billion in Germany over the next ten years.
Apollo President Jim Zelter made the announcement at an industry conference in Berlin. The background to this is the growing attractiveness of Europe for private capital investors - particularly in light of geopolitical tensions, growing defense spending and the investment offensive in infrastructure and armaments launched by German Chancellor Friedrich Merz, as reported by the Financial Times.
The outlook is brightening
Zelter referred to a "bright future picture" for investments in Europe and emphasized that Germany alone enables a volume "that can hardly be surpassed worldwide". Apollo manages around USD 800 billion worldwide, of which around USD 100 billion is in Europe. In Germany, the investor is involved in Vonovia real estate, legacy life insurance portfolios and OLB - the latter was recently sold to Crédit Mutuel for EUR 1.7 billion, the newspaper report continued.
The announcement coincides with the German government's turnaround in financial policy: the softening of the debt brake allows additional credit-financed investments of EUR 500 billion by 2036.
The head of the state-owned KfW Bank, Stefan Wintels, also recently spoke of a remarkable change in sentiment among international investors with regard to Germany as a business location. At roadshows in New York, London and Zurich, he registered a strong increase in interest in investing in Germany, primarily because many institutional investors are over-invested in the USA. Wintels sees this as a historic opportunity for Germany and Europe and emphasizes the importance of leveraging this momentum through targeted measures such as infrastructure modernization, bureaucracy reduction, digitalization, skilled immigration and meeting climate targets.
The government is planning a series of economic measures to stimulate the economy: in future, companies will be able to depreciate investments by 30% per year. At the same time, a reduction in electricity tax to the EU minimum level and a reduction in grid fees are planned. The national supply chain law is to be abolished in order to reduce bureaucracy. In addition, overtime and additional earnings of pensioners are to become tax-free in order to create incentives to work. Finally, working hours are to be made more flexible, with a weekly maximum working time instead of a daily one.
Germany had long dried up for international investors outside of the DAX. Medium-sized companies in particular are probably longing for an upturn. I regularly follow many of these stocks on stock3 Plus.
Conclusion: The change in sentiment in the German economy is already picking up speed. The first investors are "licking blood" again. Now the economy must follow suit and investment must pick up. If important decisions are passed by parliament before the summer break, then only Trump's economic policy will stand in the way of an upturn in the second half of the year and a recovery in 2026.
https://stock3.com/news/private-equity-riese-plant-100-mrd-euro-deutschland-investment-16424114
