August 18th, 2021 | 10:47 CEST
JinkoSolar, Meta Materials, Deutsche Telekom: This technology revolutionizes (almost) everything
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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.
JinkoSolar: How investors deal with fear
Chinese Company JinkoSolar is a leader in solar cells. The Chinese are now also often ahead in terms of performance and consistency. For many months, the share was considered a high-flyer and a beacon of hope for those who wanted to invest in the "green turnaround". But in the last five trading days alone, the stock has fallen by a whopping 25%. What happened? Rising global commodity prices have also hit solar manufacturers. Margins are shrinking. In addition, JinkoSolar is based in China, where the market is currently very skeptical anyway. The central government in Beijing has imposed stricter regulations on tech companies and is also tightening the reins on other industries, such as education providers. The message: the market is okay, but the party has the final say.
Even if China investors should have always been aware of this ideology, investors have long suppressed the very essence of the political system in China. Now, a broad investor community is becoming aware of these facts and, coupled with the traditionally relatively thin turnover in the summer, are causing sales. However, if we summarize the situation independently of the current China panic, investors will find in JinkoSolar a globally well-positioned company based in an economy that knows how to gain access to critical raw materials. China's recent friendly offer to the Taliban is the best example of this. Beijing will also want anything but to stifle a thriving economy. China stocks in promising sectors, therefore, remain attractive over the long term. Investors need to weather the current storm. That is best done protected from the sidelines.
Meta Materials: A company everyone should know
Sitting on the sidelines is currently also the share of Meta Materials - except the Company is not waiting for change but can potentially be involved in numerous lucrative games. At Meta Materials, the name says it all. The Company produces artificial structures that have certain optical, electrical or magnetic properties not found in nature. What sounds very technical and downright impractical could be a revolution for many sectors: Construction, automotive, telecommunications, military and many other areas.
For example, windows coated with metamaterials could reflect 5G signals, providing better network coverage. At the same time, it is possible to allow certain parts of the signals to pass through as well, providing better network coverage inside the building. Metamaterials are so small and thin that they can be used to coat many areas. They make solar cells lighter and more efficient, and sensors and other imaging processes in medical technology more accurate and less expensive. In general, Meta Materials is convinced that large-scale industrial production of the materials is the key to success. To this end, the Company will launch a production facility of around 6,300 square meters in the fourth quarter of 2021. The goal: to prove that the material, which can revolutionize so many areas and enable transparent antennas or effective camouflage in the military sector, for example, can be produced so inexpensively that it will soon be used in practice. Meta Materials is no longer a small company and is traded on the US tech exchange Nasdaq. That Meta Materials has what it takes to become a gamechanger was also shown by the share price, which rose from EUR 3.80 to over EUR 15 in June, only to fall to the current price of EUR 2.50. Apart from an acquisition, nothing operationally relevant has happened in the meantime. The Company remains optimistic and on the lists of many investors. The technology sounds promising, and the stock is worth keeping an eye on.
Deutsche Telekom as a cozy supplier
A potential customer of Meta Materials could also be Deutsche Telekom; the Company already works with Samsung Electronics. With 5G and fiber optics, telecommunications providers are providing important infrastructure for the digital future. The Internet of Things will even increase these requirements. Solutions made of metamaterials will make it even easier to install sensors or antennas in solar cells or other products. In this way, faults can be detected, or devices can be intelligently controlled. Companies like Deutsche Telekom are increasingly becoming the utilities of the 21st century. Cash flows are already stable, and the share is a good dividend earner. The stock should be seen as such. However, significant growth is not to be expected, but consistent demand for Deutsche Telekom's solutions is.
While Deutsche Telekom is a conservative utility and JinkoSolar's stock is taking a bit of a beating in light of the current turmoil, Meta Materials has brand new arrows in its quiver. The solutions potentially have what it takes to revolutionize many fields. Ultra-thin surfaces that are transparent and yet have optical, magnetic or electrical properties hold great potential. Anyone interested in technological revolutions should take a closer look at the Nasdaq stock Meta Materials. The other stocks are also attractive - with some reservations.
Conflict of interest
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