1Wk·

Nordex and Vestas - sustainable rise?

Hi everyone,

This is my first contribution. I have been observing the two wind power values for some time now $NDX1 (-0.35%) and $VWS (+0.04%) - and am also invested in both.

Gradually, both seem to be profitable or becoming more and more profitable, which could explain the current upward movement in the market, among other things. While many tech and crypto stocks are currently correcting massively, the last few days have seen a further sharp rise in both candidates.

But is it enough to end the prolonged downward trend and build a sustainable bottom or reverse the trend? It remains exciting.

It will also be interesting to see how Nordex performs tomorrow after the presentation of the figures for the full year 2024 and what reactions will follow in the market.

Also nice: some analysts are currently attesting to considerable upside potential. Goldman Sachs, for example, recently confirmed its buy rating for both stocks. Nordex €20.10; Vestas DKK 197 (~€26.41).

How do you see the whole thing? Do you still believe in wind energy stocks? Who is still invested?

Kind regards ✌️

4 Comments

batic420@batic420

1Wk

Hey,
I'm neither an investor nor do I deal with the topic of "wind power", but I would be careful here myself. I could imagine that political decisions could have a strong influence on the share price. Take the example of Germany - if the new government moves back in the direction of coal and nuclear power (just one example - whether this will be true is another matter...) then a correction is virtually pre-programmed here. 😅

However, you also mentioned in your post that GS has confirmed the valuation for both stocks, which is basically a good indication. I always preach the Warren Buffet principle "Only buy what you understand" - so if you understand the issues surrounding wind power such as politics and the economy in the next few years and are sure that you will be successful or even beat the market - then GO FOR IT! 🚀

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Fabian@d4Y

1Wk

Vestas wants to convince again with good figures next year and the year after... It is still too early to confirm or rule this out...
For Nordex, too, the question will be how aggressively China and its companies proceed and how the market in Europe and America develops...
I think it will be a while before these stocks become really exciting again...

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Frank R.@H3XOR

1Wk

Siemens Energy is very well positioned in this area.

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Bernie@wealth_navigator_682

1Wk

Hi,
clean energy is interesting when nobody is talking about it, i.e. now.
I will then add to VWS when
- there is a breakout from the downtrend that has been in place since May 30, 2024 and
- this breakout is then positively back-tested (no relapse below this trend line)

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