Renewables Technology

Renewables Technology
  • Pininvest Analysis

According to the IEA report "Renewables 2020", "in sharp contrast to all other fuels, renewables used for generating electricity will grow by almost 7% in 2020

Global energy demand is set to decline 5% – but long-term contracts, priority access to the grid and continuous installation of new plants are all underpinning strong growth in renewable electricity

Despite looming economic uncertainties, investor appetite for renewables remains strong. From January to October 2020, auctioned renewable capacity was 15% higher than for the same period last year, a new record

Driven by China  (+85GW) and the United States (+29GW), net installed renewable capacity will grow by nearly 4% globally in 2020, reaching almost 200 GW. Higher additions of wind and hydropower are taking global renewable capacity additions to a new record this year, accounting for almost 90% of the increase in total power capacity worldwide"

 

"The shares of publicly listed renewable equipment manufacturers and project developers have been outperforming most major stock market indices and the overall energy sector"

 

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, Chinese businesses remain under-represented

Read our note

Renewables Technology • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
American Superconductor AMSC NASDAQ Industrial Goods Electrical Components, Connectors & Sensors USD 14.55 402 M 147.9% Sharp Down 74%   6% -52%
Canadian Solar CSIQ NASDAQ Industrial Goods Renewables/Solar USD 39.20 2.3 B 116.7% Weak Down 66%   7% -39%
Daqo New Energy (ADR) DQ NYSE Technology Semiconductors - Photovotaic Systems USD 73.59 5.1 B 572.9% Neutral 102%   9% -50%
Eaton Corp. ETN NYSE Industrial Goods Power Generation - General USD 146.44 58 B 86.1% Strong Up 29%   1% -11%
First Solar FSLR NASDAQ Technology Semiconductors - Photovotaic Systems USD 73.63 7.8 B 64.9% Neutral 56%   5% -34%
FuelCell Energy FCEL NASDAQ Utilities Renewable Energy Generation USD 7.93 2.6 B 302.5% Sharp Down 128%   10% -72%
JinkoSolar Holding JKS NYSE Industrial Goods Renewables/Solar USD 31.99 1.4 B 100.9% Sharp Down 96%   9% -63%
NextEra Energy NEE NYSE Utilities Renewable Energy Generation USD 74.01 145 B 33.7% Neutral 26%   1% -18%
Ormat Technologies ORA NYSE Utilities Renewable Energy Generation USD 70.10 3.6 B 13.4% Sharp Down 47%   3% -45%
Siemens Gamesa Renewable Energy GCTAF OTC Industrial Goods Renewables/Wind USD 35.85 - 152.2% Neutral 47%   3% -32%
SolarEdge Technologies SEDG NASDAQ Technology Semiconductors - Photovotaic Systems USD 214.13 11 B 95.1% Neutral 75%   7% -41%
Sunnova Energy International NOVA NYSE Energy Renewables Service Provider USD 31.34 3.4 B 146.6% Weak Down 82%   8% -43%
SunPower SPWR NASDAQ Technology Semiconductors - Photovotaic Systems USD 22.56 3.8 B 245.2% Sharp Down 94%   9% -56%
Sunrun RUN NASDAQ Energy Renewables Service Provider USD 46.73 9.5 B 238.4% Weak Down 81%   8% -57%
TPI Composites TPIC NASDAQ Industrial Goods Renewables/Wind USD 47.20 1.7 B 181.3% Neutral 71%   6% -48%
Vestas Wind Systems VWDRY OTC Industrial Goods Renewables/Wind USD 67.08 - 136.0% Neutral 44%   3% -35%
Xinjiang Goldwind Science & Technology XJNGF OTC Industrial Goods Renewables/Wind USD 1.58 - 77.6% Sharp Down 64%   3% -37%