Anyone who missed the surprise shares 2021 need not despair. The coming year also offers many opportunities. t-online shows five stocks that have particularly great potential in 2022.
Overview
2021 was a good year for the stock market. Despite all the crises, lockdowns and new corona variants, investors were able to earn high returns - without having to take too many risks. For example, the German leading index Dax gained around 20 percent over the year, the US S&P 500 even managed an increase of almost 30 percent.
And yet: for many, the stale aftertaste of missed opportunities is likely to have shaped the year - too many exceptional situations and surprising individual stock rockets caused stock prices to skyrocket.
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Be it the brilliant increase in the Gamestop share, which has been declared dead, the unbroken hype surrounding Tesla certificates, which have risen by more than 70 percent this year alone, or the performance of the absolute winner of the pandemic: shares in the vaccine manufacturer Biontech . The share certificates of the Mainz-based company were able to increase their value more than fivefold and were up more than 170 percent at the end of the year.
You should keep an eye on these stocks
Many investors are therefore now looking for the next big stock coup for 2022. Even if past price developments can never serve as a blueprint for future price explosions and they are therefore hardly can be predicted, but there are already signs of which stocks could continue to soar in the coming year.
t-online has analyzed five strong stocks for you that could get you off to a good start in 2022 - regardless of whether you are a risk-averse investor or a growth-hungry investor (as of December 27, 2021).
Alphabet
Google: The search engine has a permanent place on our mobile phones, tablets and computers - Google has even become part of our everyday language. In short: The services of the US group Alphabet, as Google has been called since 2015, have become an integral part of our everyday life, far beyond the search engine.
The company's stock also offers the best of both worlds: security and future growth. In this year alone, the share has increased by more than 80 percent, and in ten years the price has increased by almost 900 percent.
Basic informationMarket capitalization: 1.72 trillion eurosEarnings per share (estimate): 2020 – 52 euros, (2021 – 96 euros)PER: 29.4ISIN: US02079K3059
Constantly rising (symbol image): The share of the Google mother Alphabet has always paid off for investors. (Credit: Sean Gallup/Getty Images)
But is it still worth getting started? Analysts agree: Definitely -- 10 out of 10 analysts have bought Alphabet over the past six months. It's one of those stocks that investors can keep in their portfolio for a long time. True to the motto: Set and forget, in German: Buy once - and then just leave it, forget it and enjoy the price gains later.
LVHM
Would you like a little luxury? The shares of the French group Moët Hennessy Louis Vuitton (LVMH) are far from a bargain - but the industry leader in the luxury segment is booming.
In 2021 alone, LVHM's return on sales increased by almost 17 percent. And even if the current price per note is quite sporty at 719 euros, the price-earnings ratio of 29.7 remains in the moderate range. So far, the company can justify the high price with its performance.
Most analysts assume that this will also be the case in the future. 10 out of 12 analysts are buying, two are holding – nobody would currently sell the luxury certificates. why? With a lack of travel options, consumption in other aspects has gained in importance for many customers.
Basic informationMarket capitalization: 362 billion eurosEarnings per share (estimate): 2020 - 9 euros, (2021 - 21 euros)PER: 54.84ISIN: FR0000121014
With the broad portfolio ranging from whiskey and champagne to fashion brands such as Louis Vuitton or Kento to iconic jewelery chains such as Tiffany, the spectrum ranges from small luxury to super-rich status.
NextEra Energy
Green investing is worthwhile - for a long time more and more investment experts have been pointing to the good performance of sustainable investments. A particularly suitable candidate is NextEra Energy.
In ten years, the share price of the major wind and solar energy producer has increased by almost 550 percent. The price growth has been constant for more than ten years, and there was hardly any great volatility in the share. This should please investors who prefer less excitement in the portfolio.
In addition, the importance of the energy group should continue to increase with a growing focus on sustainability. So there is still room for improvement here. Investors should not expect catapult-like price jumps, but with a return of 24 percent, the share has at least easily overtaken the Dax this year.
Basic informationMarket capitalization: 158.9 billion eurosEarnings per share (estimate): 2020 – 1.31 euros, (2021 – 1.96 euros)PER: 51.8ISIN: US65339F1012
The US company also pays an annual dividend, which could also be an incentive for investors to set up their own portfolios a little more sustainably.
Dermapharm
Biontech was one of the stocks this year, but there were also smaller pharmaceutical stocks that shot up in the shadow of Mainz - and still have potential in the coming year.
Lots of room (symbol image): There is still a lot of room for improvement in the Dermapharm share in the coming year. The stock benefits from the booster vaccinations and the announced cannabis legalization. (Source: Xander Heinl/imago images)
One of these "supporting players" with opportunities for advancement is the stock of drug manufacturer Dermapharm. The company from the Bavarian Grunewald is a partner of Biontech. It is responsible for filling and packaging the vaccine - with the recommended booster vaccinations, the stock should also get a decent boost in the coming year.
The analysts at Berenberg-Bank expect that business with the corona vaccine could increase by around half in the coming year. This could increase earnings by around 20 percent per share. The analysts therefore recommend buying, as do many colleagues from other financial institutions: 7 of 8 analysts recommend buying the share, one analyst is on hold.
Cannabis as a growth opportunity
This is probably also due to another growth aspect: Dermapharm announced in mid-December that it would take over the C3 Group from the Canadian cannabis group Canopy. In this way, the company also secures access to the cannabis market.
Basic informationMarket capitalization: 4.6 billion eurosEarnings per share (estimate): 2020 – 1.59 euros, (2021 – 3.31 euros)PER: ISIN: DE000A2GS5D8
The 80 million deal should be completed in January. The traffic light has set itself the goal of legalizing cannabis. Thus, the potential of the C3 group should go well beyond the medical cannabis, in which the company currently specializes. Investors are optimistic: after the takeover was announced, the price shot up almost to an all-time high.
Paypal
Anyone looking for a cheap start should take a closer look at the US payment service provider Paypal. The share is still being punished – since the failed Pinterest takeover, the price has been almost 100 euros below the all-time high of July. Many analysts still believe in the stock. Because the company behind it is still stable and has good future prospects.
Basic informationMarket capitalization: 200.6 billion eurosEarnings per share: 2020 – 3.13 euros, (2021 – 3.19 euros)PER: 65.3ISIN: US70450Y1038
Expert Thomas Rappold is also confident about the share. PayPal continues to write good numbers and has a large customer base, he says to "Börse Online". Almost 420 million customers are already using the service - and with the increase in online trading, payment service providers such as Paypal should also benefit significantly.
On the way to becoming a super app (symbol image): Paypal wants to link several services in its app. (Source: ThomasxKoehler/imago images)
Paypal is also currently expanding its app into a "super app" in order to link several services and thus bind customers even more closely. In the crypto sector, too, the payment service provider is one of the first larger companies to offer customers access away from the classic crypto exchanges.
Paypal was recently able to conclude a more important cooperation with Amazon in the USA. The subsidiary payment service provider Venmo, with which users in the USA can send money to each other, is also to be introduced as a payment method on Amazon from next year.
The competition never sleeps
Nevertheless, there are also risks. The stock still has a very large market cap at around $198 billion, so it's still valued quite high. The price-earnings ratio is also relatively high at over 40. The slump after the failed Pinterest takeover also shows the high expectations of investors. The US company has already shown great growth in recent years, and repeating this is becoming more difficult with each passing year.
There is also strong competitive pressure in the industry. The payment provider Square in particular is breathing down Paypal's neck and could pose a threat to the company.
Many analysts are nevertheless optimistic: 15 institutes, including JP Morgan, the Swiss UBS and Deutsche Bank, classify Paypal as a buy. Those who are not afraid to take the risk can buy a well-known tech stock cheaply – but it remains unclear whether the downswing is finally over.
All articles are prepared by the t-online editorial team with journalistic care. The business and finance department of t-online expressly points out that our texts are not a substitute for advice and, in particular, do not constitute investment advice or a recommendation to buy or sell securities. They serve exclusively as non-binding information for our readers. The t-online editorial team has no influence on financial analyzes by third parties.
