Close menu




July 14th, 2022 | 12:17 CEST

The trend is here to stay: BYD, Meta Materials, JinkoSolar

  • Electromobility
  • Technology
Photo credits: pixabay.com

Uncertainty is currently taking on great proportions on the stock market and in the media. There is talk of the end of German industry and a recession that will sweep everything away. But what if things soon turn out quite differently? The markets have already priced in many things. For investors who now focus on trends that are here to stay, this could be a good time to enter the market. We explain how this can work and which stocks are suitable.

time to read: 3 minutes | Author: Nico Popp
ISIN: BYD CO. LTD H YC 1 | CNE100000296 , Meta Materials Inc. | US59134N1046 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007

Table of contents:


    BYD: Economic worries are coming through

    The uncertainty is great. In fact, it cannot be ruled out that the ECB will make the wrong decision in a few days. Why? On the one hand, growth is already slowing; on the other, inflation threatens to feed on itself and keep rising. Whether the ECB sticks with the announced small interest rate step or surprises everyone after all - criticism will be loud. Investors could conclude that instead of the media trivia, it is those trends that endure that matter. Sustainability is one such megatrend. Electromobility is one sub-sector that promises significant growth.

    BYD's stock has been an investor darling over the past few years. The Chinese now build good cars, have a platform open to other manufacturers, and manufacture their own batteries and parts of the chips they need. In times of scarcity, such a setup provides good arguments for investors. But recently, the stock has come back. Concerns about a recession have also hit BYD. For an automaker that now wants to gain market share, an economic downturn could be fatal. However, if the stock stabilizes above EUR 35, it could avert the worst once again. But this also depends on a tailwind from the overall market.

    Meta Materials: New project, full coffers

    Meta Materials is currently largely independent of the overall market. The NASDAQ-listed Company focuses on ultra-thin materials with innovative physical properties. So far, Meta Materials has been involved in projects such as antennas integrated into glass panes and stealth systems for the defense industry. Now the coatings and metamaterials specialist also wants to break new ground in the field of batteries for electric cars. With the Company Coulometrics, Meta Materials wants to make batteries for e-cars safer and more powerful.

    "With the recent strategic acquisitions of Plasma App and Optodot, combined with our roll-to-roll thin film coating production facility in Quebec, we now have the capability to make Li-ion batteries safer and more efficient," said George Palikaras, President and CEO of META. "We are pleased to partner with Coulometrics, a world-class battery developer. By leveraging Dr Buiel's 28 years of experience and his state-of-the-art materials synthesis and battery assembly facility, META and Coulometrics will work together to develop and test the safety and performance of our new battery technologies. We believe it will enable a new generation of safer lithium-ion batteries." With the collaboration, Meta Materials is expanding its scope to be active in even more areas. A few weeks ago, the Company closed a USD 50 million financing. While that weighed on the share price, it should put the Company in a good position to move its technology forward. The stock is speculative, but Meta Materials has several irons in the fire. Recession fears should no longer have much of an impact on the share once the financing round is complete.

    JinkoSolar: Special boom for this share

    JinkoSolar should also benefit from a special boom. The Chinese company is a leader in PV modules and supplies essential products for the energy transition. Many tradespeople are currently hard-pressed for orders for energy-efficient renovations or new heating systems. JinkoSolar is well-positioned as an innovation leader and price breaker. However, the share could be burdened by the trend toward redundant supply chains and the general supply situation - many European customers would like to buy but cannot. The stock is in an intact uptrend despite the disruptive fires.


    While JinkoSolar is the first port of call for many investors in times of energy transition, the market is already more skeptical about BYD. Detached from current recession fears, Meta Materials is being traded these days. The Company is in an early stage and has various projects related to different industries. The latest cooperation on batteries for electric cars fits seamlessly into the list of possible application areas.


    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 hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided 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 Armin Schulz on March 20th, 2023 | 08:45 CET

    Meta Materials and Palantir for the future, what is Commerzbank doing?

    • metamaterials
    • Technology
    • Innovations

    The financial industry is shaking after the collapse of Silicon Valley Bank (SVB) and the problems of Credit Suisse. The rapid rise in interest rates caught banks cold that had bet on long government bonds with low interest rates. SVB had to report losses due to the falling prices of these bonds. As a result, more and more customers withdrew their funds, and the bank was already in trouble, even though the government bonds were supposedly safe. Now the FED is likely to reconsider its interest rate policy. Some market participants even expect the interest rate to be lowered. This plays into the cards of growth companies, which previously suffered from the hikes. We, therefore, highlight Meta Materials and Palantir, two growth companies with innovative technologies, and conclude with a look at Commerzbank.

    Read

    Commented by André Will-Laudien on March 20th, 2023 | 08:30 CET

    The big battery question of 2023: BASF, Altech Advanced Materials, Volkswagen - Who is the fastest?

    • Electromobility
    • Innovations
    • Technology

    In recent months it has become clear to investors that the global economy will have to contend with sharp price increases after the pandemic. The greatest inflationary pressure comes from scarce raw materials, especially for high-tech industrial goods. That is because the trend toward climate protection is forcing the industry to make its manufacturing processes more resource-efficient. As a result, this requires major investment in new energy plants and storage systems. Electromobility is still the smaller problem here because how will humanity secure green energy supplies around the globe? The energy hunger of the emerging nations already exceeds the new demand in the industrialized nations by a factor of six. Sophisticated ideas are needed!

    Read

    Commented by Nico Popp on March 20th, 2023 | 08:00 CET

    BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now

    • Mining
    • RareEarths
    • Electromobility
    • Solar

    If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.

    Read