YuMe-Aktie: Was läuft hier falsch?

Der Titel präsentiere sich weiter schwach. An positiven Börsentagen komme die YuMe-Aktie kaum voran, an schwachen Tagen verliere sie überdurchschnittlich stark. Mittlerweile sei der Titel sogar wieder unter den Emissionspreis von 9 Dollar gefallen. Einen Grund für die schwache Kursentwicklung gebe es nicht, zumindest keinen offiziellen. Vielmehr scheinen Investoren die Aktie des Marketingspezialisten für Online-Videos einfach nicht zu mögen, so die Experten von "maydornreport". Die Handelsumsätze lägen oftmals weit unter 100.000 Stück. Wie lange dauere dieser Zustand noch an? Fundamental sei der Titel auf dem aktuellen Niveau klar unterbewertet. Vielleicht würden gute Quartalszahlen (13.11.) für neue Kursimpulse sorgen.

 

http://www.aktiencheck.de/exklusiv/..._Was_laeuft_hier_falsch-5315097

 

8,47 USD	+2,07 USD	+32,34 %

und war's das schon?

seekingalpha.com/article/...cant-upside-potential?source=yahoo

.....With about $50m in cash, $65m in receivables and a market capitalization of about $200m and virtually no debt, the balance sheet is impeccable. Current analyst projections (which I think are far too conservative) are calling for a small loss of under $2m for 2014 and a profit of over $7.5m in 2015. Sales growth is expected to be just under 30% YOY and just below $250m in 2015, well above the current market capitalization of the company. No red flags here. One caller at the Q&A today seemed concerned that YuMe did not post 60% sales growth like "competitor" Rocket Fuel (FUEL). This just proves how little the public understands this business, as Rocket Fuel isn't really a competitor to YuMe. They are both in the Ad Tech space, but Rocket Fuel is geared more towards the smaller, performance and CPA driven advertiser like myself rather than the Fortune 500 clients of YuMe who are seeking product and company branding on highly regarded websites. It is just comparing apples to oranges. Rocket Fuel is valued higher because of their perceived technological edge, but it is a far riskier proposition. Rocket Fuel is also trading at nearly 15 times their book value, making downside risk a serious threat if they ever miss. What YuMe has is a very unique and niche advertising business that is just in its infancy of growth.

Other factors to consider is that YuMe just released to little fanfare on Monday their first programmatic video advertising solution, called Video Reach.....