Close menu




November 23rd, 2021 | 10:12 CET

Nordex, Memiontec, JinkoSolar: Where sustainable returns await

  • Sustainability
Photo credits: pixabay.com

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 | Author: Nico Popp
ISIN: NORDEX SE O.N. | DE000A0D6554 , Memiontec Holdings Limited | SGXE56008290 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

Table of contents:


    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.


    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 Juliane Zielonka on December 1st, 2023 | 07:00 CET

    Energy market in transition: RWE, Klimat X and FREYR Battery - Which share offers sustainable price gains?

    • Sustainability
    • climatechange
    • Batteries
    • renewableenergies

    Numerous investment opportunities are emerging in the energy market. Germany's largest electricity producer, RWE, for example, will invest EUR 55 billion in renewable energies and environmentally friendly technologies such as green hydrogen by 2030. Klimat X focuses on CO₂ certificates, allowing renowned companies to become actively involved in environmental protection. It combines ecological initiatives with economic opportunities through the renaturation of forests and mangrove groves in Sierra Leone and Mexico. Companies become tree sponsors while nature does its work. At the same time, FREYR Battery in Norway is automating its production facility and further expanding its central location in the US. Find out how these pioneering developments are shaping the environmentally friendly future of the energy sector.

    Read

    Commented by Fabian Lorenz on November 22nd, 2023 | 07:20 CET

    BYD with "Tesla killer", JinkoSolar with sales record, and Klimat X Developments with milestone payment

    • Sustainability
    • climatechange
    • Electromobility
    • renewableenergies

    BYD is currently bursting with energy. The Chinese company is rushing from one sales record to the next. To ensure this continues in the coming year, BYD has unveiled two new "Tesla killers". The mid-range SUVs are designed to make life difficult for the Model Y. For those without a climate-neutral business model, CO2 certificates can be purchased from Klimat X Developments. The Company has just received a milestone payment. When will the shares of the innovative company benefit? JinkoSolar shareholders also need to be patient at the moment. The share is not taking off despite the solar group doing well operationally. While the Chinese have reason to celebrate, another competitor disappoints once again.

    Read

    Commented by Juliane Zielonka on November 16th, 2023 | 07:30 CET

    Desert Gold, Nordex, RWE: Gold and wind energy as solid investments: Portfolio diversification for sustainable growth

    • Mining
    • Gold
    • Energy
    • Sustainability

    At first glance, gold and wind energy may appear to be complementary, but they have surprising connections. While gold is considered a 'safe haven' and investment, the increasing importance of renewable energies, such as wind power, is impacting the global energy market. Desert Gold is an experienced explorer with a 440 sq km gold property in West Africa, with 20 gold zones that may contain promising precious metal deposits. Wind turbine manufacturer Nordex impresses with solid business in the third quarter. RWE, as a global player, appears to be one step ahead with its offshore wind projects. Find out here why both investments can be worthwhile.

    Read