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Lewis Black, CEO, Almonty Industries

Lewis Black
CEO | Almonty Industries
100 King Street West, M5X 1C7 Toronto (CAN)

+1 (647) 438-9766

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Nick Luksha
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1288 West Cordova Street Suite 2807, V6C 3R3 Vancouver (CAN)

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Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
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Trettaustr.32, 21107 Hamburg (DE)


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23. November 2021 | 10:12 CET

Nordex, Memiontec, JinkoSolar: Where sustainable returns await

  • Sustainability
Photo credits:

The motto "After me, the deluge" has had its day. Today, industrial companies have to take responsibility for their actions. That includes cleaning up pollution and offsetting CO2 emissions from production. Hence the trade in emission rights. It is also favorable for a company's image if it is sustainable and communicates this to its customers. We present three stocks that can score points with sustainability.

time to read: 3 minutes by Nico Popp
ISIN: NORDEX SE O.N. | DE000A0D6554 , Memiontec Holdings Limited | SGXE56008290 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007



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

Nordex: When will the wind change?

The wind turbine experts at Nordex are perfectly positioned when it comes to the energy of the future. For years, Nordex has been erecting wind turbines primarily in the North Sea and therefore has expertise in all aspects of the future business. But is this enough for a successful share price performance? In recent quarters, the Company has made it clear that it has been working on efficiency and has developed a new platform to cut costs to this end. In the meantime, a large part of the new business is already being processed via this new Delta 4000 platform. But if you look at the operating margin, it is still only around 2.5%. In 2021 as a whole, this margin is expected to increase to a value of up to 5.5%. However, this is still not a liberating blow for Nordex.

The share has been languishing for a year and lost almost 10% of its value in the period. There is no turnaround in sight in the short term, either. Nordex wants to gain a foothold in India and make a breakthrough there, but the market launch is likely to be associated with risks. Although Nordex is making an important contribution to the energy transition, investors remain skeptical. The stock is not very attractive in the short and medium-term.

Memiontec: Secure earnings around water

The situation is somewhat different for the water treatment specialists from Memiontec. Here, the share price rose by double digits during the past five trading days alone. Memiontec is based in Singapore and is mainly active in Indonesia, but also on the domestic market and in China. Memiontec supplies complete solutions for water and wastewater management and tailors these modular packages to individual customers. In addition to the national water authority PDAM, Memiontec also works with the infrastructure developer Jakpro and other companies in Asia.

What makes Memiontec's business special is that the Company has expanded its range of services to include long-term maintenance contracts that ensure revenue even after a project has been completed. In addition, there are sales agreements relating to purified water, which often have a very long-term duration and can thus also be regarded as a stable pillar in Memiontec's business. Since clean water will be a central topic of the future and Asia, with its many urban centers is significantly dependent on clean water, the Memiontec share can be an exciting alternative for speculative investors. The Company has been on the market for twenty years and has built up a good business around water treatment.

JinkoSolar: Are ESG risks lurking here?

JinkoSolar is also doing good business - the prices are right, as is the quality. In addition, the Chinese Company should have fewer problems obtaining the necessary raw materials for production. But there is also a risk involved: Chinese mines are sometimes considered dirty and cannot be reconciled with many Western environmental protection and sustainability standards. If you look closely along the supply chains, you are likely to discover ESG risks in JinkoSolar's products as well - photovoltaics or not.

Nevertheless, the share is currently exciting: The value is trading shortly before a resistance zone around EUR 60. Further tailwind from the overall market or the Company itself is necessary for the share to overcome this resistance. However, after the rally of around 75% in three months, investors should not expect too much. It may well be that JinkoSolar needs to gain momentum first.

The Memiontec share has gone through a consolidation phase and recently broke out of this formation to the upside. Although the water specialist also still faces resistance at SGD 0.89, the chart picture here looks more promising in the short term than at JinkoSolar. While the chart of Nordex hardly makes you want to invest and JinkoSolar has already performed well, Memiontec could offer opportunities in the short term. With a market capitalization of around EUR 110 million, the share remains a small cap that is correspondingly speculative.


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

Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.

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10. November 2021 | 12:11 CET | by Nico Popp

ThyssenKrupp, Almonty Industries, Salzgitter: "Green" steel as a growth market

  • Sustainability

It is not without reason that the quarterly figures of steel producers are regarded as a barometer of economic development - after all, steel is used in many industrial products. Whenever companies invest in new capacities, such as buildings or infrastructure, steel is used. A new trend is so-called "green" steel, which does not use coal-fired power in its production and thus saves CO2. It also pays off for customers. After all, the CO2 from purchased raw materials also counts in the carbon footprint. Schaeffler recently secured "green" steel from Swedish startup H2 Green Steel. A sign that sustainability has also reached this sector. We highlight three exciting stocks and do the sustainability check from an investor's perspective.


05. October 2021 | 13:05 CET | by Nico Popp

Alphabet, Water Ways Technologies, TOMRA Systems: Return on investment with clean water and sustainability

  • Sustainability

Clean water is a human right for a reason. When precious water is polluted, diseases spread. Children and the elderly in particular suffer from water pollution. Geo-strategists are even expecting armed conflicts over water. For example, when huge rivers, which are often the lifelines of entire continents, become polluted and countries downstream suffer. We present three stocks that have something to do with water.


08. September 2021 | 11:57 CET | by Armin Schulz

Central African Gold, Nordex, NIO - The potential of sustainability

  • Sustainability

The topic of sustainability is increasingly on people's minds. Five years ago, the subject was not even interesting to most. Now, more than 80% of people are thinking about it. Companies' customers spend more money if a product is sustainable; it is a sign of quality and gives them a positive image. If you use sustainable electricity and use resources sparingly, you can also save costs. All these are reasons why renewable energies and e-mobility are currently becoming more and more important.