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 17.69 488 M 139.7% Neutral 81%   7% -58%
Canadian Solar CSIQ NASDAQ Industrial Goods Renewables/Solar USD 38.69 2.3 B 102.1% Neutral 65%   7% -45%
Daqo New Energy (ADR) DQ NYSE Technology Semiconductors - Photovotaic Systems USD 56.48 3.9 B 295.2% Sharp Down 102%   10% -54%
Eaton Corp. ETN NYSE Industrial Goods Power Generation - General USD 145.65 58 B 73.0% Neutral 24%   1% -11%
First Solar FSLR NASDAQ Technology Semiconductors - Photovotaic Systems USD 84.51 9.0 B 67.7% Neutral 55%   5% -35%
FuelCell Energy FCEL NASDAQ Utilities Renewable Energy Generation USD 9.23 3.0 B 315.8% Weak Down 125%   10% -74%
JinkoSolar Holding JKS NYSE Industrial Goods Renewables/Solar USD 37.86 1.7 B 114.1% Neutral 97%   10% -65%
NextEra Energy NEE NYSE Utilities Renewable Energy Generation USD 72.88 143 B 23.1% Neutral 25%   1% -18%
Ormat Technologies ORA NYSE Utilities Renewable Energy Generation USD 68.46 3.8 B 10.3% Neutral 45%   3% -49%
Siemens Gamesa Renewable Energy GCTAF OTC Industrial Goods Renewables/Wind USD 32.50 - 87.8% Neutral 49%   2% -40%
SolarEdge Technologies SEDG NASDAQ Technology Semiconductors - Photovotaic Systems USD 267.28 14 B 94.8% Neutral 73%   7% -44%
Sunnova Energy International NOVA NYSE Energy Renewables Service Provider USD 35.31 3.8 B 84.8% Weak Up 78%   8% -52%
SunPower SPWR NASDAQ Technology Semiconductors - Photovotaic Systems USD 27.78 4.7 B 293.2% Weak Up 92%   9% -59%
Sunrun RUN NASDAQ Energy Renewables Service Provider USD 52.84 11 B 165.8% Weak Up 83%   8% -59%
TPI Composites TPIC NASDAQ Industrial Goods Renewables/Wind USD 47.33 1.7 B 114.5% Neutral 70%   6% -48%
Vestas Wind Systems VWDRY OTC Industrial Goods Renewables/Wind USD 12.17 - 82.2% Weak Down 45%   3% -35%
Xinjiang Goldwind Science & Technology XJNGF OTC Industrial Goods Renewables/Wind USD 1.65 - 65.4% Neutral 67%   3% -39%