Close menu

November 23rd, 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 | 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 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 Nico Popp on August 17th, 2022 | 13:45 CEST

    E-cars? This is what matters now! Mercedes-Benz Group, Altech Advanced Materials, Varta

    • Electromobility
    • E-Cars
    • Sustainability

    Higher, faster, further: That is the claim of the automotive industry for new e-car models. In fact, a lot has happened in recent years. From e-cars made in France, which at best managed around 200km, to sedans that now travel 1,000km, the development is great. Nevertheless, the comparison between small cars, sedans or SUVs is limp. Reason enough to take a closer look at what really makes e-cars better, using three listed companies as examples.


    Commented by Carsten Mainitz on June 22nd, 2022 | 13:40 CEST

    Nordex, Saturn Oil + Gas, Shell - Reality vs Idealism: Long in oil stocks!

    • Oil
    • Sustainability
    • Investments

    The idea that renewable energies will feed the world's entire energy needs is desirable but unrealistic in the short term. In the political debate in Germany, we are currently seeing how far apart the target images of "green" or "sustainable" and security of supply can be. In an exemplary manner - and this is meant with a wink - Europe's largest economy is shutting down its nuclear power plants and now suddenly realizes that its great dependence on Russia's gas supplies is creating a supply risk. Now a ramp-up of coal-fired power plants is supposed to fix it. For logical and forward-looking investors, oil stocks are worth a look.


    Commented by Nico Popp on May 31st, 2022 | 11:53 CEST

    Funds will not resist here: BASF, Saturn Oil + Gas, Nordex

    • Oil
    • Sustainability
    • ESG

    Sustainable investing is the trend. According to the German Federal Investment and Asset Management Association, EUR 580 billion is invested in sustainable funds in Germany alone. And the trend is rising. Younger people in particular attach great importance to sustainability. Since sustainable investing is not detrimental to returns but, on the contrary, can even be beneficial, interest is also growing among older investors. We take a closer look at three stocks!