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May 7th, 2021 | 12:30 CEST

Nordex, RYU Apparel, Encavis- Big picture and buy signals

  • Investments
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When the macro environment on the stock exchanges, including the sector situation, is stable or positive and individual stocks with intact growth prospects correct sharply, good opportunities can open up. If, in addition, the fundamental data fit and the chart technique does not contradict itself, the ingredients for a successful trade are present. We present three companies where an entry currently appears very tempting.

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: DE000A0D6554 , CA74979J4072 , DE0006095003

Table of contents:

    NORDEX SE - Order backlog declining at a high level

    In the last five weeks, NORDEX stock has corrected from EUR 28 to currently EUR 20, giving the MDAX group a market capitalization of EUR 2.3 billion. Outside China, the NORDEX Group is one of the TOP 5 onshore wind turbine manufacturers operating worldwide. The Group has been active in the market for over 30 years and has installed more than 32 GW of wind power capacity in over 40 markets. In 2020, the Company generated sales of approximately EUR 4.65 billion with around 8,500 employees.

    For 2021, an increase in sales to EUR 4.7 to 5.2 billion is envisaged. The operating margin (EBITDA) is expected to increase significantly to 4.0 to 5.5%. For 2022, the bar has been raised again with sales of around EUR 5 billion and an EBITDA margin of 8%. In addition to an increase in new business, the expected growth will be based on efficiency improvements and optimization of the supply chain.

    The Group reports new orders almost every week. In mid-April, the Group published its order intake for the first quarter. In total, orders for 279 wind turbines with a rated output of 1,247 megawatts were received in the first three months of the current fiscal year. A year earlier, the figure was 1,644 MW. This decline disappointed some market participants. 92% of the order backlog came from 10 European countries. The largest individual markets were Spain, Turkey, Germany and Finland. Following the recent change in US energy policy, Nordex may be able to grab a bigger piece of the pie overseas in the future. The northern Germans will present their Q1 report on May 11.

    RYU APPAREL INC - Bargain

    Half a year ago, the stock market called for a price of CAD 0.12 per RYU share. The price rallied sharply to CAD 0.25 by early March 2021 but corrected very sharply in recent weeks to the current level of CAD 0.08. What happened? In a nutshell, a lot of good things operationally.

    The Canadian "athleisure" Company publishes plenty of good corporate news. It is a fact that in order to grow, the Company has to tap the capital market at regular intervals. Several capital increases have been carried out in the recent past. A convertible bond financing of a considerable CAD 10 million with an annual interest rate of 7% is available for investors - the conversion price is CAD 0.35 per share.

    The manufacturer of modern and high-quality sports and functional clothing worn in everyday life announced in the first quarter that it intends to acquire Kosan Travel Apparel (not listed on the stock exchange), also based in Vancouver. RYU has big plans and wants nothing less than to rise to the top of e-commerce in the athleisure and lifestyle market. Acquisitions such as that of Kosan, in which existing e-commerce brands with loyal customers are brought in synergistically, serve this purpose. The advantages are clear: not only is growth increased, but central cost structures are also reduced. It should also not be underestimated that special talents and marketing opportunities can be acquired in this way.

    In the past few months, RYU has strengthened itself with many industry talents. The Company wants to revolutionize the athleisure industry and the emerging sub-category of travel clothing in many ways: Design, quality, innovation and customer experience are particular focus areas. At the current level of CAD 0.08, the stock is an absolute bargain.

    ENCAVIS AG - Share has corrected significantly

    A sharp correction has been recorded in the Encavis share. In the first quarter, the shares of the producer of electricity from renewable energies were still quoted at EUR 25 but are currently quoted at just under EUR 15. As one of the leading independent power producers, the Group acquires and operates solar parks and onshore wind farms in 10 European countries. The sustainable power generation plants generate stable earnings through guaranteed feed-in tariffs or long-term power purchase agreements. Total generation capacity is currently around 2.8 gigawatts (GW). Encavis generally invests conservatively. Exposure is only made to solar and wind farms under construction, turnkey or already in operation.

    In 2020, the Group showed strong operational growth and exceeded the forecast in terms of all key performance indicators. In the past fiscal year, the Hamburg-based Company increased electricity production by 29% from around 2.66 terawatt-hours (TWh) to 3.43 TWh. This increase was primarily based on the acquisition of wind and solar farms. Encavis will publish its first quarter figures on May 14. A distribution of EUR 0.28 will be proposed to shareholders at the upcoming Annual General Meeting. The Company is thus consistently continuing its shareholder-friendly distribution policy.

    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.

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    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author

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