Close menu

December 2nd, 2021 | 10:37 CET

Megatrend stocks: BioNTech, Plug Power, Memiontec

  • Technology
Photo credits:

The world's stock markets have been very nervous in recent days and weeks. Especially with growth stocks, investors need nerves of steel at the moment - the prices are very volatile. In such unsettled times, one can sleep more soundly if one bets on companies that profit from megatrends. If there is also positive company news at the same time, all the better. This scenario is currently the case for hydrogen leader Plug Power and German biotech giant BioNTech. The latter has just reported an important step in the cancer field. But also, the still largely unknown Memiontec, as a specialist for water treatment, benefits from a megatrend and shines with growth and a record order backlog.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: BIONTECH SE SPON. ADRS 1 | US09075V1026 , PLUG POWER INC. DL-_01 | US72919P2020 , Memiontec Holdings Limited | SGXE56008290

Table of contents:

    Memiontec benefits from the water treatment megatrend

    Population growth, economic upswing and changing consumer habits: There are many reasons for the continuous increase in water consumption. At the same time, water is a finite resource, and up to 90% of all wastewater worldwide is discharged untreated, polluting the environment and reducing natural drinking water supplies. This mix makes water treatment a megatrend, and Memiontec is benefiting from it. The Singapore-based company has been developing complete solutions for water and wastewater management for 20 years. Target markets are China, Indonesia and Singapore, and customers include state institutions - e.g. the infrastructure developer Jakpro and Indonesia's national water authority PDAM - and private companies.

    Memiontec offers them a wide range of products, from individual modular systems to complete solutions, including maintenance contracts. The special return kickers are the segments "Build-Own-Operate-Transfer" (BOOT) and "Transfer-Own-Operate-Transfer" (TOOT). In these two segments, Memiontec invests in water treatment infrastructure together with public and private partners and thus becomes a water supplier. In doing so, Memiontec profits twice. On the one hand, revenue is generated from the operation, maintenance, and service activities. On top of that, it participates directly in the revenue generated from the sale of purified water. The concession contracts have an average contract term of 25 years and thus provide stable, recurring income.

    In the future, Memiontec intends to grow, especially in the BOOT and TOOT projects. In addition, organic growth is to be supplemented by acquisitions. Organic growth is already respectable. In the first half of the year, sales totaled EUR 17.4 million. As a result, Memiontec is well on its way to significantly exceeding the 2020 annual revenue of EUR 22.4 million. In addition, a record order backlog of EUR 58.38 million was reported as of the end of July, and Memiontec secured an additional order worth a total of around EUR 8 million from Singapore's water authority. 

    BioNTech takes an important step in the fight against cancer

    The BioNTech share price is currently clearly determined by the development of the Corona pandemic and the Mainz-based Company's successful COVID-19 vaccine. However, it is often forgotten that the Company has other blockbusters in the pipeline. For one thing, the COVID-19 vaccine can be used as a basis for active substances against other infectious diseases. In addition, the fight against cancer is a matter of the heart for the BioNTech founders and can become a gold mine for shareholders. There is still a long way to go before this happens, but BioNTech is pursuing it consistently. Yesterday, the Company celebrated the topping-out ceremony for the "world's first facility of its kind for the manufacture of individualized products for cancer immunotherapy". Assuming successful development, the facility will produce more than 10,000 batches annually for the customized therapy of people with cancer. Currently, treatments for colon cancer and black skin cancer are in Phase 2 clinical trials. Given the current billion-dollar revenues from the COVID-19 vaccine, BioNTech can afford to begin construction of the facility before the high-risk development is complete. Thus, the future production facility could be up and running as early as 2023, generating billions in new sales.

    Plug Power strengthens market position through joint venture

    Plug Power is one of the heavyweights in the hydrogen segment, and the Company is consistently consolidating this position. The most recent example is its cooperation with ACCIONA Energia, the world's largest 100% renewable energy producer. The Spanish Company has a total production capacity of 11 GW from renewable sources in 16 countries. Together, the two partners founded the AccionaPlug joint venture based in Madrid. The new company aims to develop and also operate green hydrogen projects throughout Spain and Portugal. Initially, storage, transport and delivery services are to be offered in the industrial and mobility segments. The hydrogen production plants are to be located directly at industrial customers. There are also plans for stand-alone hydrogen production plants for regional energy sales. The first plants are scheduled to come on stream in 2023. In the medium term, production capacity is to be expanded to over 100 tons of green hydrogen per day. As a result, the Company would likely be the market leader in green hydrogen in Spain and Portugal.

    Especially in volatile times, it is worthwhile to focus on companies with attractive long-term prospects. Plug Power, BioNTech and Memiontec belong in this group.

    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 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

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author

    Related comments:

    Commented by Stefan Feulner on November 29th, 2022 | 13:32 CET

    Nvidia, Meta Materials, SFC Energy - Strong signs

    • Technology
    • Investments
    • nanotechnology

    After turbulent months on the technology stock markets with high markdowns, a bottoming out is taking place across the board. While many companies are reporting better-than-expected figures, investors are also buying oversold companies whose quarterly figures were below analysts' consensus. Due to the still high fluctuation range, high trading profits can be expected.


    Commented by André Will-Laudien on November 23rd, 2022 | 10:06 CET

    GreenTech takes off again: BASF, Meta Materials, Nordex, JinkoSolar - Is there a quick comeback?

    • Innovations
    • Technology
    • GreenTech

    For the rapid expansion of "renewable energies", the traffic light coalition has presented a 500-page package of measures this year. With its help, the share of alternative power generation is to be increased as quickly as possible from the current level of around 50% to about 80%. According to reports from Berlin, the necessary approval loops with authorities will be drastically shortened. However, a prerequisite for this would be the population's approval for any encroachments on property in terms of distance regulations, noise and residential quality. It is here where things are currently hitting a snag because the government's bill includes extensive encroachments on nature and major sacrifices by residents in order to serve the common good. But with no one pushing forward on this issue, skepticism about quick success is warranted. Who are the big beneficiaries of climate technology progress?


    Commented by Armin Schulz on November 16th, 2022 | 13:30 CET

    BioNTech, Meta Materials, and Amazon - Industry leaders belong in the portfolio

    • metamaterials
    • Technology
    • Biotechnology
    • ecommerce

    In 2021, the stock market world was still in order - it had been going nowhere but up for years. That was the peak of the stock hype, and many top dogs in their industries were very expensive from a fundamental point of view. That has changed significantly this year. Due to the Ukraine conflict, rising interest rates and ever-higher inflation, many industry leaders had to make significant losses. Even a drop of 50% was not uncommon. Yet the long-term outlook is good. Now that the stock market is slowly regaining momentum, it is worth taking a look at three companies that are leaders in their field.