Close menu

January 4th, 2022 | 07:00 CET

Unique opportunity in emerging markets: Nordex, Hong Lai Huat, NIO

  • Investments
Photo credits:

Risk appetite is returning to the market - the DAX recently reached the 16,000 point mark again. At the same time, the focus is once again increasingly on emerging markets. The experts at the fund company Jupiter Asset Management believe that the wind could soon turn for emerging markets. Nick Payne, Head of Strategy, Global Emerging Markets Focus at Jupiter Asset Management, sums up the situation: "If the vaccination programs in emerging countries catch up, their economies will open up again quickly, which could greatly support their equity markets." But what are the options for investing? We present three stocks.

time to read: 3 minutes | Author: Nico Popp
ISIN: NORDEX SE O.N. | DE000A0D6554 , HONG LAI HUAT GROUP LIMITED | SG1EE1000009 , NIO INC.A S.ADR DL-_00025 | US62914V1061

Table of contents:

    Nordex: From Rostock to the whole world

    At first glance, the shares of the Rostock-based wind turbine manufacturer Nordex do not really fit into the picture when it comes to investments in emerging markets. But if you look at where the latest orders for the Rostock-based Company come from, the situation changes. The Company has landed orders in both Peru and Brazil in recent months. South America plays a significant role for Nordex, as the Company told a few weeks ago.

    For Nordex itself, business abroad is also important because the domestic market is still challenging due to slow approvals and lengthy procedures surrounding new wind power projects. Although the new German government has announced its intention to improve this area, it remains unclear how far such process optimizations can be implemented in the German bureaucratic jungle. The still low profitability is considered a global stumbling block for Nordex's business. The Delta4000 platform introduced some time ago is also no longer expected to have any significant margin effects, as the platform already plays a major role. The Nordex share is attractive due to climate change, but the Company has some tasks ahead of it.

    Hong Lai Huat: Unique opportunity in Cambodia

    The real estate project developer Hong Lai Huat from Singapore also has big tasks ahead of it. The Company operates four projects in Singapore and Cambodia. Cambodia, in particular, which is still heavily influenced by agriculture and tourism, is said to offer enormous growth potential. Only recently, Hong Lai Huat succeeded in obtaining approval from the Cambodian authorities to reallocate 100 million square meters of agricultural land for a gigantic project. In the future, fish farms and commercial areas for light industry and residential complexes are to be built there, in addition to modern livestock farming. GEM Comm analysts expect this project alone to generate noticeable returns in the coming years. However, investors should take into account that the project is extremely long-term and will not be fully implemented until 2040. Hong Lai Huat intends to develop the land step by step.

    The 9,818 square meter D'Seaview project is already completed, which was completed for USD 130 million in 2020. This building complex has 737 residential units and 67 commercial units in the Sihanouk Province. It is to be followed in 2023 by Royal Platinum, a similar but slightly larger project in Toul Kork District. Hong Lai Huat's stock is about 47% owned by the Ong family and has been trading within a sideways range in recent weeks. Although the real estate projects in Cambodia must seem speculative from the perspective of European investors, Hong Lai Huat brings the experience and know-how to make the projects successful. As travel between Singapore and Cambodia is possible again (Cambodia has a 100% vaccination rate among adults), sales of the apartments should also pick up again. Investors should keep an eye on the stock - where else is there an opportunity to invest in up-and-coming Cambodia?

    NIO: One swallow does not make a summer

    In a different category from Hong Lai Huat is the stock of NIO. The electric car maker from China is already well-known on the market and has already completed a large part of its revaluation. It is now a matter of getting off the ground in other countries and beating off competition from established brands. Nevertheless, NIO's customers could also become Hong Lai Huat's customers: Many people from China's emerging middle class treat themselves to apartments in surrounding countries. There, the cost of living is low and speculative profits beckon. While companies like NIO have great competition, the market for real estate in Cambodia is not yet as competitive. Those with a foot in the door usually play these advantages for longer. On the other hand, in the car market, established manufacturers are catching up. Even though the NIO share has recently shot up significantly, investors should invest with caution.

    There are many opportunities to invest in emerging markets. Even Nordex is benefiting from these regions. However, as vaccination coverage is key to economic recovery, countries like Cambodia, where 100% of eligible adults are vaccinated, may have advantages. Given the early stage of development of the agricultural country, which is also popular with tourists, Hong Lai Huat's stock could be a long-term opportunity. However, the stock remains highly 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 André Will-Laudien on November 20th, 2023 | 07:10 CET

    Furious debt mania, a thorough portfolio check is necessary! Allianz, Blackrock Silver, Deutsche Bank and Commerzbank in focus!

    • Mining
    • Silver
    • Gold
    • Investments
    • Banking
    • Debt

    From one high to the next - it is not just equities that are booming in Europe, the US and China; it is mainly debt. First Corona, then Ukraine, now Israel - there is no end to the flood of borrowing. Armaments are now being financed on credit, while the accompanying recession is draining the coffers. Real estate is becoming a hot topic: New builds are hardly affordable for families, and old buildings are swallowing up thousands of euros in green-tinted renovation costs. The Federal Constitutional Court has now put a retroactive stop to the creative spending culture in Berlin, and a new budget plan is necessary. Keeping a clear head as an investor in this environment is challenging. We look at the opportunities in the financial sector, but perhaps precious metals will also be the anchor that saves the day.


    Commented by Stefan Feulner on November 14th, 2023 | 07:00 CET

    Business against climate change is booming - Allianz SE, Klimat X, Nio

    • insurance
    • Investments
    • Sustainability
    • renewableenergies

    Climate change is increasingly threatening our lives, with few areas worldwide considered safe. Sea levels are rising, and polar ice is melting. Many regions are experiencing severe storms and increased rainfall, while others face growing risks of heatwaves and droughts. Since the Paris Climate Agreement at the latest, countries have been stepping up their efforts to limit global warming to 1.5 degrees Celsius. This has created a market that experts predict will increase eightfold by the end of the decade.


    Commented by Armin Schulz on November 8th, 2023 | 07:30 CET

    Deutsche Bank, Globex Mining, Barrick Gold - Enthusiasm for gold is back

    • Mining
    • Gold
    • Investments
    • Vanadium

    Despite several interest rate hikes, the price of gold has recently risen to over USD 2,000 again. Even though the latest increase coincided with the attack on Israel, this is unlikely to be the reason for it. Instead, the high demand from central banks is responsible for the steady gold price. Within the first 9 months, the central banks bought a whopping 800 tons of gold. That is a new record. The geopolitical tensions could also turn more and more private individuals into so-called gold bugs, who are making provisions for crises and assuming that gold will continue to rise in the long term. As the Fed has paused interest rates, this could give the gold price a further boost.