The Göttingen laboratory equipment supplier Sartorius (preferred share DE0007165631) is not only profiting from the corona crisis, but also a hot candidate for the DAX as soon as the new index rules come into force on the September 2021 chaining date. The volatility of the share enables excellent conditions for sideways strategies even with longer investment horizons.
Bonus Certificate Pro with a 17 percent return opportunity and 23 percent buffer
There is a plus in security with the Bonus Pro Certificate with Cap from SG (ISIN DE000SR8NVR4): The barrier at 270 euros (buffer 23.5 percent) is only active between 19.2.21 and 19.3.21 – it becomes active in If this one month is not violated, the certificate pays the maximum amount of EUR 380 when it becomes due on March 26, 2001. The purchase price of EUR 361.87 results in the maximum profit of EUR 18.13 or 17.9 percent pa Advantage: low premium of only 2.4 percent.
Express Reverse Convertible Bond Protect with 6.1 percent coupon and 30 percent buffer
The Protect Express Reverse Convertible from HypoVereinsbank with ISIN DE000HVB4YT5 pays a coupon of 6.1 percent p.a. regardless of the share price development. The share closing price on 8.1.21 defines the repayment threshold, the barrier is set at 70 percent of the closing price.
Should the share price be quoted at or above the redemption threshold on one of the annual valuation days – for the first time 5.1.22 – the product will fall due early at nominal value, otherwise the term will initially be extended by another year. On the final valuation day (5.1.24) at the latest, the share should be quoted above the barrier so that investors get back the full nominal value and thus achieve the maximum return. Should the share then close below the barrier, however, there will be no repayment, but a delivery of shares in accordance with the subscription ratio (= nominal value / initial share closing price). If these shares are later sold at a price below the initial closing price, losses will result. The certificate can be subscribed until 7.1.21 with an issue surcharge of 1 percent.
Report conclusion: The discount and express certificates are aimed at investors with a short- and long-term orientation who are looking to move sideways in Sartorius preference shares with a safety buffer and who want to invest part of the price potential in a pre-defined maximum return.
This article does not constitute a recommendation to buy or sell Sartorius Vzg.-shares or investment products based on Sartorius Vzg.-shares. No liability is assumed for the accuracy of the data.
Author: Thorsten Welgen
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