October 6th, 2021 | 13:25 CEST
Siemens Energy, Memiontec, Bayer - GreenTech is making the rounds!
Table of contents:
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
Siemens Energy - Important milestone with General Electric
Siemens Energy started last year on the stock market with high hopes. The stock of the former Siemens Energy division, with around 90,000 employees and EUR 29 billion in sales, is now a member of the DAX. At the time of the spin-off, the stock was trading at EUR 22. Now, a good ten months later, the share is back at this mark after a brief flight of fancy.
The US conglomerate General Electric and Siemens Energy have now settled their long legal dispute over gas turbines. The two companies announced that they had agreed on a binding settlement. Details were not initially disclosed. In January, GE had filed suit against the power turbine manufacturer, alleging that it had illegally gained competitive advantages over GE prior to at least one major order from a US regional utility.
The archrival argued that it may have earned Siemens Energy more than USD 1 billion worth of additional contracts. The Company had been leaked confidential documents by a Dominion Energy employee, thanks to which Siemens easily outmaneuvered rival GE in the scramble for a major Dominion contract. At the time, GE demanded that Siemens pay a penalty of "hundreds of millions of dollars or more." Siemens Energy acknowledged the facts but stressed that it had uncovered the case itself and disclosed it to Dominion and competitors. Not a pretty thing, but at least it is probably off the table now.
The Siemens Energy share price is still struggling at the EUR 22 mark. Given the continuing uncertainties, we currently recommend staying on the sidelines. Wait until the EUR 25 line is regained and sentiment improves significantly.
Memiontec - Strong returns with water treatment in Asia
There is currently no stopping the share price for Memiontec Holdings. The Singapore-based holding Company has its primary operations in Indonesia, Singapore and China. For more than 20 years, the Company has provided water and wastewater-related services throughout Singapore, Indonesia and the People's Republic of China. Memiontec's end-to-end water and wastewater management solutions can cover the entire value chain through its 4-pillar model, resulting in high long-term scaling effects within the Group. State institutions such as the infrastructure developer Jakpro or the Indonesian national water authority PDAM are just as part of the clientele as private companies from various industries in Asia.
In addition to the provision of complete solutions, including maintenance contracts and the sale of modular and customized systems and equipment, the segments "Build-Own-Operate-Transfer" (BOOT) and "Transfer-Own-Operate-Transfer" (TOOT) are the yield drivers. Here, the network cultivated over decades is used to invest in the maintenance of water treatment infrastructures and to profit from the supply and sale of treated water by participating in joint ventures with long-term public and private partners.
The concession contracts usually run for 25 years and guarantee Memiontec secure recurring revenue streams. In August, it was reported that the water solutions specialist has now won two new tenders worth a total of SGD 12.7 million from Singapore's Public Utilities Board water authority. In April, tickets worth SGD 21.7 million had already been booked. The Group's order book now stands at around SGD 91.6 million as of July 31, 2021.
In addition to organic growth, Memiontec plans to grow further through mergers and acquisitions in neighboring countries. The share is currently the talk of the town; with GreenTech, a new trend seems to be establishing itself. The share price has already risen by 200% in 3 months from SGD 0.24 to 0.71. The value is now also listed on Tradegate, and in Frankfurt and Stuttgart it trades with good turnover. The story is now getting more and more attention and fits into any sustainable growth portfolio because of its green focus.
Bayer - Strong investment in sustainable targets
Bayer is now taking big steps forward. The pharmaceutical and agricultural Group is investing more than EUR 400 million in new facilities to produce hormone implants and hormone coils. According to the Company's statement, this will help ensure that by 2030 some 100 million women and girls, particularly in emerging countries, will have access to family planning.
In addition to the already announced expansion of production capacities at the site in Turku, Finland, the construction of a modern production facility in Alajuela, Costa Rica, is planned. From there, the supply of effective long-term contraceptives to developing countries is also to be organized from 2024 at the latest. Completion of the automated plant in Turku is scheduled for 2025.
The approach promises good press, as Bayer partners with international organizations such as the United Nations Population Fund and the United States Agency for International Development to create good opinion leaders. That helps to gradually turn the inglorious past since the Monsanto takeover in a positive direction. Bayer, of course, is eager to show lasting commitment to sustainability, which is an integral part of its long-term business strategy. The stock market urgently needs such news not to produce new lows every week; the share price closed at EUR 45 at the beginning of October. The mood around the scolded stock is gradually improving.
The term sustainability has been used extensively for some years to document modern orientations towards green or ethical issues. Bayer and Siemens Energy are making solid efforts in this sector. Memiontec is taking water conservation and modern treatment methods to the far reaches of Asia and certainly has years of growth ahead of it. The stock is currently on a steep upward trend.
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