Close menu




June 3rd, 2021 | 11:02 CEST

JinkoSolar, BYD, SunMirror: Rich thanks to climate protection

  • Commodities
Photo credits: pixabay.com

Sustainability has long been more than just a buzzword. The former core issue of the Greens has now reached all parties. Today, it seems clear that resources should be used intelligently. It is also essential to use regenerative energy. But to manufacture solar panels and store the green electricity generated in this way, raw materials are necessary. Those who have secured these can hope for good business.

time to read: 2 minutes | Author: Nico Popp
ISIN: US47759T1007 , CNE100000296 , CH0396131929

Table of contents:


    Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG
    "[...] China's dominance is one of the reasons why we are so heavily involved in the tungsten market. Here, around 85% of production is in Chinese hands. [...]" Dr. Thomas Gutschlag, CEO, Deutsche Rohstoff AG

    Full interview

     

    JinkoSolar: Quality prevails

    Good business is also in store for the Chinese solar module manufacturer JinkoSolar. The Company recently reported a 25% yield for one of its modules - a world record. JinkoSolar also scores in terms of longevity. The German testing Company DEKRA has issued a certificate to the double-glass module Tiger Pro, attesting to the module's longevity even under challenging conditions. With high performance and quality, the signs are good that JinkoSolar will maintain and expand its already very good market position.

    Such a perspective is also noticeable on the market: In the past five trading days alone, the JinkoSolar share climbed by almost 20%. Although there is still a loss of around 30% on a three-month horizon, this must be seen in the context of the long-term upward trend. In one year, the share has gained more than 120%. JinkoSolar is considered the world market leader in solar modules. Since many investments in renewable energies are expected in the coming years, including a solar obligation for new buildings in Germany, the business of the Chinese should continue to boom for a long time.

    The share is preparing to leave the medium-term downward trend. However, it is not yet possible to foresee where the journey will lead.

    BYD: Where is the journey heading?

    The outlook for BYD is also somewhat opaque. The Chinese are already very well positioned in the manufacture of batteries for electric cars and their production. BYD also has its semiconductor division, which helps the Company in the short term - after all, chips are in short supply right now. In the long term, BYD's chip division also arouses imagination, especially concerning autonomous driving and the growing importance of sensor technology and networking in the automotive industry. But what is the stock doing?

    Over the past five days, the stock has posted double-digit gains. BYD is thus preparing to leave the weak phase of the past months behind. The Company announced the IPO of its chip division but simultaneously told that it wants to retain control. This move was received very positively by the market, as BYD is raising capital in this way without giving up its own chip manufacturing advantages. The Company is well-positioned for the long term. However, there is one downside: Even the Chinese find brands such as Volkswagen more attractive, so whether BYD will become a major carmaker in the long term and globally is not yet clear.

    SunMirrror: Many critical metals in just one Company

    Regardless of what happens with BYD or JinkoSolar in the long term, the Swiss Company SunMirror is ideally placed to profit from renewable energy and electromobility developments. SunMirror has focused on the development of raw material projects that are essential for these future technologies: Lithium, tin, nickel, iron ore and also gold. SunMirror operates in Australia and is advancing its three projects there step by step. The analysts of Sphene Capital attest the share potential of up to EUR 174.30.

    In the long term, the share could go even further up: SunMirror recently successfully raised EUR 10 million through a convertible bond. This capital could also flow into new projects. The thrust of the Swiss is promising: critical metals are in demand, and the need for these metals is even more likely to increase in the coming years. Globally, climate protection is a major issue, and the USA, a powerful player, has now even become the spearhead in the fight against climate change. More consistent climate targets are, therefore, very likely. The beneficiaries will be innovative companies with good products and commodity companies, such as SunMirror.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Stefan Feulner on November 24th, 2022 | 14:01 CET

    BYD, Globex Mining, Nordex - When does it really start?

    • Mining
    • Commodities
    • Electromobility
    • renewableenergies

    Climate change is one of the greatest challenges of our time. With tighter targets for climate neutrality and billions in subsidies, politicians are stepping on the gas. Renewable energies are the only way to achieve a CO2-neutral world. Despite the long-term rosy prospects, companies in the peace energy sector have corrected sharply in recent months, with even market leaders posting losses of over 50% on the stock market. This represents a new opportunity to participate in the energy transition over the long term.

    Read

    Commented by Fabian Lorenz on November 24th, 2022 | 12:40 CET

    New year, rising prices? BASF, BioNTech and Manuka Resources - Shares in check

    • Mining
    • Commodities
    • Biotechnology
    • chemicals

    As the stock market year 2022 draws to a close, we look ahead to 2023. New year, rising prices? That is what many stock market players are hoping for. The chances are that we will see rising indices again with the end of interest rate hikes in the coming year. Today, we look at three companies likely to attract attention in 2023. At BioNTech, the research pipeline is full to bursting, and there are numerous study results to come. BASF is attractive due to its low valuation and high dividend yield. However, analysts warn of a write-off risk. Manuka Ressources convinces with a profitable core business, and an exciting project in the field of critical raw materials could lead to a revaluation.

    Read

    Commented by André Will-Laudien on November 24th, 2022 | 10:17 CET

    Sharp price movements at Uniper and Varta, E.ON and Tocvan Ventures on the launch pad!

    • Mining
    • Commodities
    • Energy

    The Federal Network Agency reports this week that German gas reserves will be sufficient for 9 to 10 weeks. According to Adam Riese, this means that without new supplies, a bottleneck would be imminent from mid-February. Gas buyers are still hoping that European partners will support our supplies accordingly. In the winter months, however, they will need a large proportion in their own countries. Therefore, we are entering this winter with question marks, which has now returned with the first snow. In the current environment, some stock movements appear with special movements, for example, the 100% rally of the state-owned company Uniper.

    Read