We scanned, analyzed and filtered for our readers - this is the result of the passionate research of our colleagues: Our very personal favorites for 2022. By Stephan Bauer, Euro am Sonntag
Please take it easy everyone! Our photographer Wolfgang ensures that our colleagues are cheerful. Her smile should also be visible behind the obligatory mask. The mood is good, and at the same time everyone's outfit makes it clear at the photo shoot for our tips for the year: the €uro editorial team is still dealing with the pandemic almost two years after the outbreak of the virus. How could it be otherwise, because the same applies to stock exchanges and markets.
There are masks and vaccinations for health. When it comes to investing, a passion for the capital markets helps. The turbulent times were an incentive for us to invest a lot of passion in the selection of our personal tips for 2022.
Many examples from the past year show that the recommendations of the €uro am Sonntag editors are worthwhile. The 136 percent gain in the share price of the biofuel manufacturer Verbio, which benefited from the great interest of stock market traders in green energies and the sharp rise in oil prices, was outstanding. The timing was right here, as it was with a blue chip from the tech universe: Alphabet had performed below average in 2020, and so far in the current year there has been an increase of over 85 percent. Investors who focus on funds or ETFs were also well served, as shown by the almost 44 percent gain of the ETF on the leading Austrian index ATX or the 34 percent increase in the climate protection fund Nordea Global Climate.
Everything for your capital!
€uro readers know more: what moves the markets, which investment ideas promise success and how you can save real money.
About our offers
In the following, our readers will find a wide range of recommendations for 2022 - from a wide range of ETFs or funds to hot tech tips for friends of the brisk pace.
CARL BATISWEILER
AGCO strong agricultural technology
There are a few factors that (not only) speak in favor of an investment in agricultural technology in 2022: Rising raw material prices mean that farmers can earn well, investments that have been postponed in recent years also catch up. Modern digital technology helps to save fertilizer and pesticides, climate protection and nature conservation can be better fulfilled with modern, economical machines. The US company AGCO is the technology leader with its German brand Fendt, and is gaining further market share with the brands Massey Ferguson and Valtra. In addition, AGCO is still very cheaply valued given its growth in sales and earnings. ISIN: US 001 084 102 3 Stop: -Tipp 2021:ETF Stoxx Europe 600 UtilitiesPerformance*:+9.2%Utilities and disposal remain in demand.
STEPHAN BAUER
THYSSENKRUPP under heat
Boss Martina Merz has a hot job: She wants to turn the industrial conglomerate with a steel core into a focused company. With the billions in proceeds from the sale of the elevator division, Merz has rehabilitated the balance sheet, and now the boss is trimming the roller bearings, automotive components and material trading for efficiency. The mega trend spin-offs brings energy to the share: In the spring, the hydrogen joint venture Uhde Chlorine Engineers is to go public. The steel division could follow as a spin-off in 2023. This ensures plenty of imagination in the share.ISIN: DE 000 750 000 1 stop: -tip 2021: VisaPerformance*: +11.2% The plan was: Towards the end of 2021, the pandemic is almost vaccinated and travel is fit again. Now it's getting later. Stay tuned.
JÖRG BILLINA
M & G (LUX) GLOBAL THEMES FUND One fund - four trends
Investors with a long-term perspective can remain calm in the face of price fluctuations. Especially when they invest in topics that have a decisive and lasting impact on national economies, societies and markets. Alex Araujo, fund manager of the M & G Global Themes Fund, has identified four trends: Demographics, Environment, Infrastructure and Innovation. Araujo looks for promising companies for each trend. Examples of demographic players include financial institutions such as Erste Group Bank and fitness watch manufacturer Garmin. The Chinese company Tencent stands for innovation. The Australian group Transurban is an example of the opportunities in the field of infrastructure. Siemens Energy, in turn, contributes to the achievement of climate targets. The fund increased by 26 percent within a year.ISIN: LU 167 062 849 1 Stop: -
LUCA BISSMAIER
ATOSS SOFTWARE Record year thanks to the cloud
With more than 30 years of experience on the clock the personnel software group Atoss continues to grow. Thanks to strong growth in the cloud business, the Munich company is currently on the way to the 16th record year in a row. Irrespective of the Corona crisis, experts are expecting record sales of 95.8 million euros in 2021. Analysts are expecting sales of over 109 million euros for next year. The company describes the demand for software-based personnel management solutions as persistently high and the order situation as excellent. The growth prospects in the market for personnel management are very attractive. With an estimated PER of over 82 for 2021, Atoss is no longer cheap, but is well positioned for further growth with its strong cloud business.ISIN: DE 000 510 440 0 stop: -
EMMERAN EDER
XTRACKERS ATX ETFIstill cheap
The Vienna Stock Exchange was discovered by investors in 2021 after a weak previous year and staged a great rally. In terms of performance, the leading Austrian index ATX was one of the top indices in Europe. It performed far better than the DAX. Despite the boom, the barometer is still extremely cheap in a European comparison with a price-earnings ratio of almost eleven and a price-to-book ratio of around 1.3 for 2022. Banks, insurance companies and energy companies have a high weighting in the benchmark. They will benefit if inflation remains high in 2022. Therefore, the prospects for the ATX remain positive. ISIN: LU 065 957 906 3 Stop: -Tip 2021: Xtrackers ATXPerformance*: +43.6%
WOLFGANG EHRENSBERGER
AMAZON continues to grow
The world's largest online retailer is not only with business areas like the prime streaming services on a rapid growth course. The tech group founded by Jeff Bezos in 1994 is also setting new standards with its IT expertise. Through its subsidiary Amazon Web Services (AWS), it is the world's largest cloud service provider. The cloud business was built by Andrew Jassy, who replaced Bezos at the top of the group in July. Jassy missed the high market expectations right from the start. Nevertheless, the group has the potential to do well in 2022 as well. The bar is set very high,this also harbors the risk of disappointment. But the direction is right. I'm sticking with this tip.ISIN: US 023 135 1067 Stop: -Tip 2021: AmazonPerformance*: +17.6%
RALF FERKEN
AMUNDI MSCI WORLD SRI ETFWith Tesla, without Apple
With an MSCI World ETF, investors can invest in around 1560 stocks from 23 industrialized countries. Amundi's sustainable MSCI World SRI ETF only has around 380 stocks, but that's easily enough for a broadly diversified portfolio. Tesla, Nvidia, Microsoft and Home Depot are currently the largest individual stocks in the Amundi ETF. Due to the SRI approach, I avoid mega caps such as Alphabet, Amazon, Apple, Meta and Nestlé because they are not sustainable enough - but I hope for better performance this way. ISIN: LU 186 113 438 2 Stop: -Tip 2021: SPDR MSCI EM Asia ETFPerformance*: 3.2% China's government regulated the economy more strictly than expected in 2021, which hurt the Asian emerging markets ETF. In the long term, however, the SPDR ETF remains attractive.
MATTHIAS FISCHER
TERADYNE Check what's worth
The shares of the US technology group Teradyne currently only know one way: up. The stock recently hit a new all-time high and has momentum on its side. Is the stock overbought? Perhaps. But demand for the North Reading, Massachusetts-based company's products will continue to grow. Teradyne manufactures test systems for the promising semiconductor and robotics industries. The share could be fueled next year by the current lack of chips. The manufacturers are now building up new capacities - and need new test systems. ISIN: US 880 770 102 9 Stop: -Tip 2021: Siemens EnergyPerformance*: -15.1% The share initially ran, then problems in the wind power division led to price losses.
PETER GEWALT
AMUNDI S & P GLOBAL LUXURY ETF Luxury is legendary
The profits of luxury goods groups such as Hermès, LVMH and Kering have been bubbling up for years, and their share prices have developed brilliantly. And that shouldn't change fundamentally. On the one hand, rare and expensive goods are in great demand in times of global asset price inflation, on the other hand, the affluent and status-oriented middle class is growing, especially in Asia. If you want to get involved in the luxury sector on a broad basis, drive with the Amundi S & P Global Luxury ETF, which invests in the top 80 stocks in the industry. ISIN: FR 001 085 849 8 Stop: Tip 2021: Lazard Convertible GlobalPerformance*: +3.6%A rather average performance for 2021. The flexible convertible bond fund still belongs in every broad fund portfolio.
JULIA GROSS
< h2>STEWART ASIAPAC. SUSTAINABLE Upswing East While China is still sealing itself off, many Asian countries are opening up, tourism is slowly picking up again and supply chain problems are diminishing. Of course, setbacks, such as those caused by new virus variants, are always possible. But in general, the Asia-Pacific region should benefit greatly from the economic and social normalization. For this fund, David Gait and Sashi Reddy invest in companies that benefit from the sustainable development of the countries in which they operate. Most of the titles currently come from India.ISIN: IE 00B FY8 628 7 Stop: -Tip 2021: EvonikPerformance*: +8.6%It went up to EUR 31 in the spring and has since gone down despite several increases in the forecast. Still fundamentally convincing.
MICHAEL HANNWACKER
HANSEYACHTS I am sailing
In February, company boss Jens Gerhardt said to this newspaper that he considered his share price to be extremely attractive. In fact, it rose to EUR 6.45, but it is currently bobbing, with little ripple, at a similar level as in our interview. So is the captain wrong? I think he and I just have to be patient. Because as soon as the world's second largest manufacturer of offshore yachts escapes the headwind of the Corona crisis, it will pick up speed thanks to the excellent order situation. And set course for the expectations of the majority shareholder Aurelius.ISIN: DE 000 A0K F6M 8 Stop: €3.80 Tip 2021: Pferdewetten.dePerformance*: +35.3% The bet worked, but now the numbers are in the red. So take profit.
FLORIAN HIELSCHER
COHU INC. Test verdict: Attractive
The Americans supply test and inspection equipment to the world's largest semiconductor manufacturers, including sorting machines for electronic components, with which faulty microchips can be sorted out at an early stage. Cohu is benefiting from a persistently high demand for semiconductors, after all they are being built into more and more devices, from games consoles to cars. Capacities are now being created for this need, which should make the cash register ring.The customer structure is widely spread, test systems from Cohu go to industry heavyweights such as Qualcomm and Intel, among others. In addition, there is the attractive valuation: With a 2022 P/E ratio of around eleven, the share of the technology company is favorably valued compared to the industry and offers a lot of potential for price gains. ISIN: US 192 576 106 6 Stop: -
ANDREAS HOHENADL
ISHARES EUR. TRAVEL & LEISURE The we can do it bet
Companies from the travel and leisure industry are among the biggest losers of the corona pandemic and "stay at home" measures. The months after November 2020, when the success story for the Covid vaccine came out, showed how quickly the sector can go up. At the latest with the appearance of Omikron, the courses really dived again. Anyone who is convinced that we will get the pandemic under control in 2022 (thanks to compulsory vaccination and new vaccines) is banking on the big comeback of the sector with this ETF. ISIN: DE 000 A0H 08S 0 Stop: -Tip 2021: Nordea Global ClimatePerformance*: +34.0%The fund is benefiting greatly from the shift towards sustainability. Stick to it. Access has been more difficult for new investors since February.
FLORIANA HOFMANN
ABOUT YOUPrice Gains Secondhand
With influencers such as Kendall Jenner or Lena Gercke, About You addresses a young and female target group for whom sustainability is important . In the "Second Love" area, a total of 9.7 million active customers will find resold clothing, which is considered to be resource-saving. About you not only convinces me as a customer, but also as an investor: the share recently gained momentum through an increased forecast and inclusion in an MSCI index. And: In the technology division, About you sells infrastructure to other retailers. ISIN: DE 000 A3C NK4 2 Stop: -Tipp 2021: AirbnbPerformance*: +17.4% Like many tourism stocks, the share has had a turbulent year. Anyone who is counting on the recovery of the travel industry should stick with it.
ANNIKA KINTSCHER
APPLE Three trillion dollars
50,000 percent - that's how much the Apple share price has risen since summer 2001. And even now the paper rushes from high to high. Over the course of the year, the stock market value of the tech giant increased by around a quarter to $2.7 trillion: Apple is the first company in the world to break the three trillion dollar mark in market capitalization. The first and second quarters of the new fiscal year could falter a bit due to chip and material shortages, but that shouldn't detract too much from the paper. On the contrary: Falling prices should be used as an entry point. ISIN: US 037 833 100 5 Stop: Tip 2021: Puma Performance*: +19.5% DAX inclusion and a solid plus. Buy.
KERSTIN KRAMER
IBIDEN Coveted basic product
The world needs semiconductors. But many manufacturers cannot deliver: They lack substrates that connect the chip to the circuit board. These products are essential but unglamorous, the margins are relatively narrow. Therefore, for a long time it was unattractive for substrate producers to expand capacities. That is changing, but experts estimate that demand will be higher than supply until at least 2023. In their emergency orders, chip giants buy up complete production quantities and even pay more - much to the delight of Ibiden from Japan, for example. The brave dare to place a bet.ISIN: JP 314 880 000 0 Stop: -Tip 2021: Taiwan SemiconductorPerformance*: +26.8%The chip contract manufacturer can push through higher prices, the share remains promising.
JÖRG LANG
MORPHOSYS comeback of the loser
The biotech company is punished on the stock exchange. The expensive takeover of Constellation Pharmaceuticals and the marketing of the cancer drug Monjuvi, which has so far been rather disappointing, has hit investors hard. The share has lost two-thirds of its value over the year. There are some indications of an exaggeration. So the market value is now below the price that was paid for Constellation. There are some catalysts in 2022. This is how Monjuvi sales could pick up. And in view of the current valuation, a takeover is also conceivable. ISIN: DE 000 663 200 3 Stop: -Tipp 2021: 11880 SolutionsPerformance*: +6.0% The operational development of the online industry service was convincing. The share is still lagging behind -
PETRA MAIER
TEAMVIEWER Get in after a slump
After the first wave of corona, the share was slowed down. Expensive marketing deals combined with a software company's downgraded earnings forecast caused the note to nearly quintup from the high. I think that was an exaggeration. The company is in better shape than expected when it went public in 2019. If operational development continues as planned,the stock will make up some of the losses. The low price could also attract company buyers.ISIN: DE 000 A2Y N90 0 Stop: €6.90 Tip 2021: Schweizer ElectronicPerformance*: -15.7% The circuit board manufacturer's shares were unable to maintain the initial price gains. Now it is even more clearly undervalued in a sector comparison. Stay invested.
STEFAN MAYRIEDL
DAX-CAPPED-CALL-PLUSDer buffer, good return
I'm sticking to the successful strategy of the past few years and am again aiming for a nice sideways return, which is probably even for an outperformance is good. The note will rise by a fifth if the DAX remains above the 12,800 threshold by December 16, 2022. This has not been touched since November 2020 and is secured by a number of supports. In the event of a stronger slump, we bet on the combination of the 52-week low and 38.2 percent retracement of the 2020/21 bull market around 13,200/13,300 points.ISIN: DE 000 PF8 XHN 8 Stop: €9.50 tip 2021: DAX-Capped-Call-PlusPerformance*. +24.2%The position has met all expectations: a whopping plus with a thick buffer - and the DAX was outperformed by almost ten percentage points.
SVEN PARPLIES
PAYPAL Healthy Correction
More than one The share of the payment service has lost a third of its value since the high for the year. The business figures were below expectations, also because Ebay, as the former parent company, is increasingly separating itself from Paypal. However, the basic story is still valid: the more money consumers spend on the Internet, the more payment services such as Paypal will grow. In terms of the chart, the share has only reduced an exaggeration, the long-term upward trend remains intact. Paypal is currently missing a positive turnaround signal. If that happens, the potential is great.ISIN: US 704 50Y 103 8 Stop: €124.00 Tip 2021: AdidasPerformance*: -11.4% The pandemic is affecting the sporting goods company longer than I expected. Investors still need a bit of patience with Adidas.
DIRK PETER
LOCKHEED MARTIN On the rise
The US armaments and aviation group can look forward to full order books. Many NATO countries are sourcing aircraft and electronic equipment from the Americans to bring their air forces up to date and future-proof for decades to come. This circumstance ensures that Lockheed Martin's production facilities will be fully utilized for years to come and that business will continue to thrive globally - much to the delight of shareholders. The share also has a good dividend yield.ISIN: US 539 830 109 4 Stop: -Tip 2021: AlibabaPerformance*: -48.8%The Chinese online giant suffered from massive regulations by the Chinese government over the course of the year.
FELIX PETRUSCHKE
ORSTED lull over
A year ago I recommended Orsted - and warned that the stock was highly valued. Analysts still see potential upside. Why not? The order books of the Danish world market leader in offshore wind farms were full, and the trend towards renewable energy was unbroken. Unfortunately, the expansion of wind power also depends on political decisions: in some years things are running smoothly, in others, like 2021, rather slowly. Nevertheless: The demand remains huge; Experts estimate that the total capacity of offshore wind energy will triple by 2026. Actually a sure-fire success for specialists like Orsted.I am renewing my tip.ISIN: DK 006 009 492 8 Stop: -Tip 2021: OrstedPerformance*: -25.4%
JULIA PFANNER
ENERGIEKONTORWind und Sonne< /h2>It is clear that the expansion of renewable energies should progress quickly. The new federal government also wants to accelerate it significantly. Energiekontor should benefit from this. Investors don't have to choose just one form of renewable energy for the share: the Bremen-based company plans, builds and operates both wind farms and solar parks. Energiekontor also wants to position itself internationally. In addition to some European countries such as Germany or Portugal, the company is already active in the USA.ISIN: DE 000 531 350 6 Stop: -Tip 2021: SolaredgePerformance*: +6.1%After some fluctuations this year, there is a plus at the end . The prospects are still good, but those willing to take risks are sticking with it.MARTIN REIM
NOVAVAX vaccine for the skeptics
Novavax's Covid-19 vaccine has the potential to convince vaccine skeptics. Unlike the substances currently approved in the EU, it does not work on the basis of RNA, but of proteins. If there had been fewer delays, the US company would already be playing in the premier league of suppliers. The slow build-up of production and supply chain issues have alienated some investors.Nevertheless: Novavax has orders for more than a billion doses, and the EU wants to comment on the approval in a few weeks.ISIN: US 670 002 401 0 Stop: €99.00 Tip 2021: PaypalPerformance*: -10.4% The corona boom in online trading pushed the share until the middle of the year, then it went down. Should pick up again in the longer term.STEFAN RULLKÖTTER
BAYER legal bet
The takeover of the seed group Monsanto five years ago still hangs like a yoke around the neck of the pharmaceutical and agrochemical group, which is currently around 70 percent below the all-time high. The product pipeline and growth prospects are good in the medium term. Bayer's recent success in a glyphosate lawsuit in the USA could persuade around 20,000 previous objectors to a settlement to agree to it after all. If there are further successes before the Kadi, the 63 billion dollar acquisition could pay off to some extent.ISIN: DE 000 BAY 001 7 Stop: €40.00 Tip 2021: BT GroupPerformance*: +31.6%The prospects of the British Telecom group for 2022 are good, restructuring is a security against inflationary pressure. Hold.KLAUS SCHACHINGER
IBM Enormous Intelligence
Arvind Krishna has been head of the technology giant IBM since January 2020. At the end of November, the former head of the cloud division brought the IT service provider business Global Services under the new name Kyndryl to the stock exchange as a spin-off. The former flagship division had slowed the group down for the past ten years. Like Satya Nadella at Microsoft, Krishna is elevating the cloud division and expanding Big Blue's artificial intelligence capabilities. After ten years of declining sales, growth is possible again from 2022. ISIN: US 459 200 101 4 Stop: €80.00 Tip 2021: SalesforcePerformance*: +25.9% With the communication platform Slack, the cloud trendsetter Salesforce is well prepared against giants like Microsoft. Worth buying.TIM SCHÄFER
AMN HEALTHCARE SERVICESExpert for experts
The temporary work agency hires out nurses and doctors to clinics and practices. The need is great, because specialist staff are resigning in droves in the USA. Burnout is common, and employees also complain about a lack of support. Because most of them have saved up a lot and can always find a well-paying job, they are more likely to take longer sabbaticals. That drives salaries. On average, doctors in the US earn more than $300,000 a year. The personnel service provider has 55,000 specialists working for 10,000 customers.ISIN: US 001 744 101 7 Stop: €65.00 Tip 2021: GapPerformance*: -9.9%Logistics problems are causing problems for the US fashion chain. The board is rebuilding, shortening, digitizing. Hold.TOBIAS SCHORR
ROKU Leading cable cutter
Cord cutting is trendy: US users are terminating their cable connection and relying entirely on streaming instead. Roku is the market leader in the USA with its sticks and Roku TVs, ahead of Amazon. As advertisers catch up with this trend, Roku's share of important advertising revenue is steadily increasing. The number of users is also increasing. Most recently, an agreement was reached with Alphabet so that YouTube will continue to be available on the platform. And the problems in the supply chain for the hardware could soon be solved. The stock bounced back strongly and has a lot of potential.ISIN: US 775 43R 102 3 stop: -tip 2021: AlphabetPerformance*: +85.9%Despite the rapid price increase in 2021, the stock remains a basic investment. Some subsidiaries have great potential.KAREN SZOLA
CARBIOS green wins
The French biochemical company founded in 2011 is committed to environmental protection. With the help of biotechnical processes, it was possible to develop industrial processes that serve to break down and recycle PET plastics. Plastic waste can be decomposed so effectively by specific enzymes that it can be reused. Well-known companies have now entered into cooperation agreements with Carbios. After the all-time high of EUR 61.80, the paper is consolidating. In the medium term, this level should be easily started again.ISIN: FR 001 164 871 6 Stop: -Tip 2021: VerbioPerformance*: +136.3% The share of the biofuel manufacturer is one of the outstanding winners in 2021. Wait for the ongoing consolidation before entering.ISABELL WALTER
MICROSOFT moat winner
I already relied on Microsoft last year. The software group benefited from the MS Teams licenses, which have recently become chargeable, and scored with a strong business model. By focusing on its Windows operating system, the tech group has been standing still for a long time. That has changed since 2014 when boss Satya Nadella took office. Windows runs on millions of company and private computers and thus acts like a protective moat around the business model.Nadella has also successfully implemented cloud and open source strategies. A current example is the Teams software, which has quickly established itself as an alternative to Zoom.ISIN: US 594 918 104 5 Stop: -Tip 2021: MicrosoftPerformance*: +68.2%LARS WINTER
PROSIEBENSAT.1 Lots of imagination
The ProSiebenSat.1 media group is doing well operationally, and the share is attractively valued with a single-digit P/E ratio. Imagination give the MDAX stock an interesting shareholder structure (Mediaset with 23 percent) and above all the planned IPO of the dating subsidiary Parship. ProSiebenSat.1 has a 53 percent stake in Parship, and the IPO is scheduled to take place in the first half of 2022. Estimated value: up to 3.5 billion euros. ProSiebenSat.1's Parship share would thus cover half the market value of the share. Buy with price target 20 euros.ISIN: DE 000 PSM 777 0 Stop: 11.90 €Tip 2021: Play MagnusPerformance*: -22.3%After the share had doubled in the first weeks of January, profit-taking began. Unfortunately, the air is out. Sell! RALF WITZLER
ELUMEO A jewel
The online gemstone dealer Elumeo has good prospects for growth. In addition to steadily increasing sales, provisions of around four million euros can be released and invested due to a legal dispute that has been won. For example in the marketing for the video shopping app Jooli and the expansion into such lucrative markets for gemstone jewelery as India and the USA. Jooli should promote its own sales and bring in fee income from merchants who can be connected to the platform. Elumeo could become a jewel in the depot. ISIN: DE 000 A11 Q05 9 Stop: €6.00 Tip 2021: GerresheimerPerformance*: -6.7% The share was up almost eight percent up to July. But high raw material costs sent them into a tailspin. Great potential.* Annual performance 2021; Status: Thursday,
How to get the perfect look for Cos...
Test winner at Stiftung Warentest:...
Cream for Rosacea: The Best Creams
Dry elbows: This is how brittle ski...