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Renewables Technology
- Pininvest Analysis
According to the latest IEA report (Oct. 2017), investments in renewable energy have accounted for 2/3 of new power capacity installed in 2016. With 50 % yearly growth, especially in China, solar power has added more capacity worldwide than any other source of energy, either wind, gas or coal
Expected growth through 2022 in renewable energy installations is driven by government policies and by very significant technology cost reductions, with prices for solar and wind as low as 3 cents per Kwh announced at auction in various locations, below costs of coal and gas power plants
For 2022 renewable power installation, IEA projects a 43 % increase adding 920 GW (toping previous assumptions) and another 230 GW under an accelerated scenario rendered more likely by the recent technical developments and by the Chinese environmental policies
With emphasis on solar photovoltaic solutions, ingots, polysilicon and wafers, our selection also includes wind blades fabrication, hydrogen generation products and a geothermal specialist
Focused on US-listed manufacturing companies however, Chinese businesses remain under-represented
Renewables Technology • Updated:
| Name | Ticker | Exchange | Sector | Industry | Currency | Cur.Price | Mkt.Cap | Perf. | Vol. | Risk Contrib. | MDD |
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| American Superconductor | AMSC | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 8.34 | 179 M | 7.8% | 74% | 8% | -49% |
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| Canadian Solar Inc. | CSIQ | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 21.27 | 1.3 B | 75.1% | 49% | 13% | -30% |
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| China National Building Material Company | CBUMF | OTC | Industrial Goods | Construction Materials, Products & Services | USD | 0.99 | - | -12.3% | 12% | 0% | -15% |
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| Daqo New Energy | DQ | NYSE | Industrial Goods | Renewable Energy Services/Equipment | USD | 39.92 | 530 M | 13.4% | 69% | 11% | -48% |
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| Eaton Corp. | ETN | NYSE | Industrial Goods | Electrical Power Systems & Automation | USD | 82.08 | 35 B | 12.3% | 22% | 3% | -27% |
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| First Solar | FSLR | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 61.76 | 6.5 B | 19.0% | 36% | 6% | -33% |
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| FuelCell Energy | FCEL | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 0.16 | 20 M | -99.1% | 126% | 0% | -99% |
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| Hydrogenics | HYGS | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 14.02 | 216 M | 92.1% | 65% | 13% | -52% |
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| JinkoSolar Holding | JKS | NYSE | Industrial Goods | Renewable Energy Services/Equipment | USD | 20.98 | 823 M | 44.0% | 70% | 15% | -54% |
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| NextEra Energy | NEE | NYSE | Utilities | Renewable Energy Generation | USD | 206.22 | 99 B | 26.5% | 15% | 0% | -8% |
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| Ormat Technologies | ORA | NYSE | Industrial Goods | Renewable Energy Services/Equipment | USD | 62.24 | 3.2 B | 15.9% | 27% | 3% | -14% |
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| Siemens Gamesa Renewable Energy | GCTAF | OTC | Industrial Goods | Renewable Energy Services/Equipment | USD | 17.70 | - | 29.2% | 39% | 4% | -29% |
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| SolarEdge Technologies | SEDG | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 59.22 | 2.8 B | 23.1% | 50% | 7% | -42% |
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| Sunrun | RUN | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 18.30 | 2.1 B | 35.6% | 53% | 9% | -39% |
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| TPI Composites | TPIC | NASDAQ | Industrial Goods | Renewable Energy Services/Equipment | USD | 24.18 | 847 M | -13.5% | 40% | 3% | -36% |
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| Vestas Wind Systems | VWDRY | OTC | Industrial Goods | Renewable Energy Services/Equipment | USD | 29.88 | - | 47.0% | 29% | 4% | -12% |
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| Xinjiang Goldwind Science & Technology | XJNGF | OTC | Industrial Goods | Renewable Energy Services/Equipment | USD | 1.00 | - | -23.5% | 58% | 1% | -39% |
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