Close menu

August 31st, 2021 | 13:11 CEST

Veolia, Memiontec, JinkoSolar, Alibaba - Green shares on the buy list!

  • Investments
Photo credits:

Politics is going its own way with the climate protocol from Paris. In addition to climate protection, many government programs also include keeping necessary life resources clean, such as air and water. Environmental protection is usually associated with higher costs in industry and must be mandated by law to ensure that the necessary measures are implemented consistently. In Europe, we are already well advanced with such climate laws with the CO2 tax. In other countries, it is taking a little longer. The US has been behind since Donald Trump, but this should be made up for under Joe Biden. We take a look at well-known environmental stocks and their opportunities.

time to read: 4 minutes | Author: André Will-Laudien
ISIN: VEOLIA ENVIRONNE. EO 5 | FR0000124141 , Memiontec Holdings Limited | SGXE56008290 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , ALIBABA GR.HLDG SP.ADR 8 | US01609W1027

Table of contents:

    Jared Scharf, CEO, Desert Gold Ventures Inc.
    "[...] We have built one of the largest land packages of any non-producer in the belt at over 440 and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.

    Full interview


    Veolia SA - A benchmark in the water industry

    Veolia SA (formerly Vivendi Environnement) specializes in water, wastewater, waste management and energy supply. Formerly a state-owned public service company, Veolia has undergone several changes and has also been known as Générale des Eaux (CGE) or Suez. Today, the Group employs around 171,000 people and operates in 38 countries; its history dates back to 1853.

    Veolia's core "Water and Wastewater" division specializes in outsourcing water and wastewater services for municipal facilities and industrial customers. Here, Veolia provides engineering, design and execution of construction projects for the production and supply of drinking water, wastewater disposal networks, desalination plants and wastewater treatment plants, and their maintenance and repair. The Energy Services sector offers services to optimize energy efficiency, the economical production of renewable energy and the reduction of C02. In 2020, the Veolia Group supplied drinking water to around 120 million people and disposed of their wastewater and waste. Its waste management, water management, and energy services activities in Germany are concentrated in Veolia Deutschland GmbH, based in Berlin.

    The environmental services of the Veolia Foundation are outstanding. It maintains green non-profit projects in France and abroad with a focus on "sustainable development". Its main fields of activity are the environment, solidarity and professional integration. Since its creation in 2004, the foundation has helped with more than 1,000 projects worldwide, providing financial and human support through volunteers and assisting with humanitarian missions.

    In 2020, Veolia had revenues of EUR 27 billion and a net income of approximately EUR 950 million. The dividend yield is a lush 4%. The sustainable orientation of the Group also pleases investors, as the environmental standard value has already increased by 41% in 12 months.

    Memiontec - Water treatment for Asia

    With Memiontec Holdings Ltd., we find a Singapore-based company whose focus covers all areas of water treatment and purification. For more than 20 years, the Company has provided water and wastewater-related services throughout Singapore, Indonesia and the People's Republic of China. In Indonesia, Memiontec has leveraged its more than 20 years of business presence to diversify into the water supply sector through TOOT and BOOT projects with public or private organizations since 2016. With the entire value chain in the water segment, the Indonesian-based Company is one of the first contacts for local disposal concepts.

    Depending on the type of contamination, Memiontec works with the help of membranes, ion exchangers or a combination of physical, chemical and biological process chains in water purification. Customers are mainly municipalities and larger industrial companies. With good setups in Singapore and Indonesia, the Company's growth target is to provide its environmental services to a wide range of neighboring countries in Asia.

    Currently, it is 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. In April, the Company had already been able to book tickets worth SGD 21.7 million. The Group's order book now stands at around SGD 91.6 million as of July 31, 2021. Memiontec anticipates that there will be several significant public tenders in Singapore over the next two years, which will positively impact the Group's growth.

    The Memiontec share price reacted to the good news with a jump. The price rose by a full 50% from SGD 0.24 to SGD 0.36 within just 5 trading days. The share is also listed in Frankfurt and Stuttgart. The story is now getting more and more attention and fits into any sustainable growth portfolio because of its green focus.

    JinkoSolar - Taken to task with Alibaba & Co.

    Chinese shares are currently not having an easy time because the regulator has looked at business models of successful companies with a USA listing. Internet giants Alibaba, Tencent, Baidu and Co., have thus had to shut down or make lasting changes to business units due to various public requirements. It has resulted in an average share price drop of more than 50%.

    The very successful JinkoSolar was even taken to task, even though its business model is more concerned with environmental protection and energy efficiency. However, the thumbscrews on the web giants should be somewhat secondary for the manufacturer of solar modules, yet the poor investment climate also affects Jinko.

    Now the solar giant is introducing a new PV module. At the beginning of the year, the Group had started to produce the monocrystalline solar modules. Some details have been announced about the solar module "Tiger Neo", which will be launched on the market soon. Its efficiency ranges from 21.11 to 22.18%, with a linear degression of power of 0.40% over a full 30 years. In the first year, the performance deteriorates by less than 1%. With these framework parameters, the new module is expected to be a best seller.

    JinkoSolar is currently in the top Group of module producers; moreover, the Company has a solid technological position. Growth should therefore continue unabated as many governments will not roll out green infrastructure programs until 2022. The stock lost over 50% in the China correction from January to May and is now catching up! 20% plus in just one week is quite a feat, though, so act on weak days.

    Not every green stock has what it takes to be a good investment story, as seen in the overpriced hydrogen stocks. Our selection includes solid growth stocks with good medium-term prospects. Veolia and JinkoSolar are relatively well-known standard stocks. The much smaller Memiontec is well-positioned and growing well.

    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

    André Will-Laudien

    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.

    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.