December 7th, 2021 | 10:51 CET
E.ON, Memiontec, Nordex, Siemens Energy - Well supplied with water, wind and sun!
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Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
The German electricity mix in 2020
In 2020, almost 45% of Germany's electricity came from renewable sources. A year earlier, the share of renewable energy sources in the German electricity mix had been just over 39%. That means the share of green electricity in the Federal Republic has risen by more than 6% to a new record level within a year. Currently, around 570 terawatt-hours (TWh) of electricity are generated in Germany. With the widespread introduction of e-mobility, electricity demand will rise to about 650 TWh. The new German government aims to generate over 50% of the electricity mix from renewable sources by 2023.
E.ON - A broad service provider in electricity
The E.ON Group is one of Europe's largest operators of energy networks and energy infrastructure and a provider of innovative solutions for around 50 million customers. The DAX-listed group split up a few years ago and now only operates its service business. With its current setup, E.ON is driving the energy transition in Europe and is committed to sustainability and climate protection.
The former core business of conventional power generation was spun off and placed on the stock market in a new company called "Uniper". When innogy was acquired in June 2020, the utility's distribution networks were transferred to E.ON. In exchange, competitor RWE, the main shareholder in innogy, received E.ON's former renewables business.
The chart situation of the E.ON share is currently interesting, as the value is about to break the 5-year sideways trend between EUR 8 and EUR 11 to the upside. Nevertheless, the current DAX correction has caused the stock to drop back to EUR 10.76. However, the stock is trading at a P/E ratio of only 12 and pays out a full 4.5% in dividends. Build up positions in the medium term!
Memiontec - Clean water for Asia
The Memiontec share is currently soaring and is not affected by the volatility of the Chinese stock markets. After all, everything is in perfect order at the water specialist. For more than 20 years, the Company's focus has been on all water treatment and processing areas in Indonesia, Singapore, and the People's Republic of China.
With the entire value chain in the water segment, the Indonesian-based Company is one of the first points of contact for local disposal concepts. Memiontec supplies complete solutions for all aspects of water and wastewater management and tailors these modular packages to customer requirements. In addition to the national water authority PDAM, Memiontec also works with the infrastructure developer Jakpro and other utility companies from Asia. Especially in Indonesia, only 1/3 of the people have access to clean water. The growth opportunities for well-connected service providers are therefore extraordinary.
Memiontec is one of the green investments at the forefront of investors' minds, especially in the current climate debate. From a chart perspective, the share was able to break out in late summer and marked a new all-time high of SGD 0.90 in October. Currently, the share is correcting somewhat to SGD 0.74. The turnover in Germany is quite decent but still set a limit when buying.
Nordex and Siemens Energy - Profiteers of the global energy transition
We are still looking at the two German specialists, Nordex and Siemens Energy, regarding the energy turnaround. The two stocks are driving the restructuring of energy production and are providing corresponding installations of wind turbines and power plants in Germany and abroad.
Nordex made a breakout attempt a few days ago. The stock had slipped out of its low at EUR 12.75 amid high trading volumes and climbed to EUR 16.50. The air became a little thin in the short term at this point, and a further correction to EUR 14.80 followed last week. Currently, however, the Company is reporting one blockbuster order after another. If not for the supply chain problem with essential components, the Company could achieve historic sales in 2021. Nordex's margin stands and falls with the increased procurement prices and the possible passing on of these costs to customers.
Siemens Energy is one of the world's leading energy technology companies. An estimated one-sixth of the world's electricity generation is based on technologies from the former Siemens Energy division. Renewable energy activities are managed by the subsidiary Siemens Gamesa. According to analysts, Siemens Energy will increase its sales from EUR 29.2 billion to EUR 36.1 billion from 2022 to 2025. EBIT could move forward from EUR 790 million to EUR 2.28 billion in the process. With a market capitalization of EUR 16.5 billion, the investor is currently only paying a good half of the sales, which is "thrown after" according to the American way of thinking, because the book value of around EUR 21 per share is also only just below the current quotation of EUR 22.8.
Both energy experts are highly interesting. Nordex is still worth buying for less than EUR 15, and Siemens Energy could soon have a limit of less than EUR 22. Stay on the ball!
With the current stock market correction, there are many good companies at degraded prices. E.ON is a good dividend stock, Nordex and Siemens continue to benefit strongly from the energy transition. Memiontec is the long-term Asian water investment on the German price list.
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