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 André Will-Laudien on March 29th, 2023 | 08:30 CEST

    Copper massively missing - what to do? Nordex, Orestone Mining, JinkoSolar - Greentech shares in the focus of investors

    • Mining
    • Copper
    • Gold
    • GreenTech
    • Technology

    The energy transition in Europe can only work if critical metals such as copper, lithium or nickel remain available. For an almost complete electrification of road traffic from 2035 onwards, quantities of copper 3 to 7 times the current consumption are required. At present, however, hardly any new mines are coming on stream. It will therefore be exciting to see which copper source the EU will soon tap in order to supply industrial sites with the coveted metal. So the EU Council of Experts should urgently look for a few mining consultants and have the current decisions verified by the Fairy Tale Department. How do we manage it after all?


    Commented by André Will-Laudien on March 28th, 2023 | 14:40 CEST

    Switch now: Volkswagen, Meta Materials, Varta - Get out of banking and invest in climate change!

    • metamaterials
    • Technology
    • Batteries
    • Electromobility

    The banks are sputtering again. The somewhat more mature investors can well remember the horror year 2008 when the spectacular collapse of the small investment bank Bear Stearns occurred in the first half of the year. In May 2008, JPMorgan Chase had to take over the ailing institution in a night and fog operation. But that was just a preliminary flurry of activity. Lehman Brothers finally delivered the huge bankruptcy on September 15, 2008. That was the financial crisis's historical beginning, which only ended 7 years later. Now they are back, the troubled banks and the emergency takeover of Credit Suisse by UBS. What is next? That is the big question! After Corona and the Ukraine war, a recession combined with a banking crisis could be heading our way.


    Commented by Stefan Feulner on March 21st, 2023 | 08:37 CET

    Varta, Aspermont, Rheinmetall - Full speed ahead for expansion

    • Innovations
    • Technology
    • Defense

    Changing conditions in terms of broken supply chains, high raw material prices and an uncertain geopolitical situation have put many companies in dire straits since the Corona pandemic, leading to a collapse in sales and liquidity bottlenecks. Nevertheless, few managed to adapt their business models to emerge stronger from the crisis.