VESTAS WIND SYS

Vestas Wind Systems A/S Company Description

Vestas is the largest manufacturer of wind turbines with the highest installed capacity in the world. The company operates two business units: Power Solutions and Services. The Power Solutions segment designs, manufactures and installs onshore wind turbines. The Services segment performs operations and maintenance work on wind turbines. The U.S. accounted for approximately 32% of sales in 2019. The company also sells offshore turbines through a joint venture with Mitsubishi Heavy Industries, which will buy Vestas.

Vestas Wind Systems A/S is registered in the following country: Denmark (stock exchange: DKCSE).

EU companies that could benefit from sustainable development🌱

The market for companies focused on combating climate change is estimated to total $2.3 trillion💰, according to Bank of America.

Accordingly, it has been reported that in the fight against climate change, capital goods companies play a decisive factor and can profit from this development🏭.

What factors favor this statement🧐?

💨According to the EU, greenhouse gas emissions are to be reduced by 55% by 2030

🏨 3% of public buildings to be modernized annually to support the shift to more efficient buildings

⚡️Allgemeine Commitment that charging capacity for e-cars is available every 60 road kilometers

💧Commitment to create hydrogen production capacity in the next 15 - 20 years.

European companies that could benefit from this💥!

🔺Rexxel, Siemens, ABB-> benefit from steadily increasing demand for lighting systems & remote monitoring.

🔺Signify -> manufactures internet-enabled lighting systems ,( benefiting from the continuing efficiency of the systems).

🔺Vestas-> wind turbine manufacturer, steady growth of the industry.

🔺Siemens energy-> specialized in renewable energy, increasing demand of wind energy & hydrogen.

🔺Atlas Copco-> battery manufacturer, benefiting from increasing demand for e-cars

🔺Sandvik-> manufacturer of e-mining vehicles, the trend could also expand in this area

What do you think, are the EU targets realistic & could the mentioned companies benefit from this?🚀

Are any of these companies already in your portfolio?🧐

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Source: Finance 100, Finanzen.net

Hello investors,

We have started a poll on Youtube about which company to analyze next.

Feel free to stop by and have your say:

https://www.youtube.com/c/RationalInvestieren/community

The choices are Vestas Wind Systems $VWS , Moody's $DUT (+1,24 %) , Kraft Heinz $KHNZ (+1,82 %) Home Depot $HDI (+2,05 %) and also Caterpillar $CAT1 (+2,29 %)

Which companies should we include in the next survey?

𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 𝐦𝐮𝐬𝐬 𝐋𝐮𝐟𝐭 𝐥𝐚𝐬𝐬𝐞𝐧 📉 The profit warning of the company's subsidiary Siemens Gamesa pulled both shares towards the "south" - What's next for wind power?

Siemens Energy subsidiary Siemens Gamesa had to revise its profit forecast downwards and now expects an operating return on sales of zero to minus one percent before integration and restructuring costs. 229 million will be written down on unprofitable projects such as the Siemens Gamesa 5.X platform in Brazil. Further, revenue is not increasing as much as hoped and Gamesa only expects third quarter revenue of 2.7 billion euros (Gamesa's fiscal year ends 9/30) and an operating loss of 150 million euros (source: Siemens Gamesa press release and Handelsblatt)

Siemens Energy now seems to be the leading party, as the parent company had to revise its own profit targets as a result. According to the Handelsblatt, which refers to industry circles, resentment against the subsidiary is growing in Munich.

Siemens Gamesa has complained primarily about increased raw material prices, as the cost of steel, one of the main materials for wind turbines, has already risen by more than 25 percent this year. This is now dragging down other wind turbine manufacturers such as Nordex, Goldwind and Vestas.

In the short term, we believe this could benefit solar manufacturers first. With a higher profit margin, they could now move into the focus of investors in renewable energy sector. 𝐋𝐚𝐧𝐠𝐟𝐫𝐢𝐬𝐭𝐢𝐠 𝐬𝐞𝐢 𝐚𝐛𝐞𝐫 𝐠𝐞𝐬𝐚𝐠𝐭, 𝐝𝐚𝐬𝐬 𝐞𝐫𝐬𝐭 𝐠𝐞𝐬𝐭𝐞𝐫𝐧 𝐝𝐚𝐬 𝐊𝐥𝐢𝐦𝐚𝐬𝐜𝐡𝐮𝐭𝐳𝐩𝐚𝐤𝐞𝐭 𝐝𝐞𝐫 𝐄𝐔-𝐊𝐨𝐦𝐦𝐬𝐬𝐢𝐨𝐧 "𝐅𝐢𝐭 𝐟𝐨𝐫 𝟓𝟓" 𝐯𝐞𝐫𝐚𝐛𝐬𝐜𝐡𝐢𝐞𝐝𝐞𝐭 𝐰𝐮𝐫𝐝𝐞. It discusses a master plan for a carbon-free economy. According to Handelsblatt, the industry association Wind Europe stated that over 450 gigawatts of new wind power capacity would be needed in the next ten years alone, which equates to around 30 gigawatts of new wind capacity per year. By comparison, the current rate of addition is only around 15 gigawatts per year. Offshore wind power is the main focus of this target, as it could provide a huge boost for struggling wind power manufacturers. Siemens Gamesa is the number one in the offshore market.

The confidence of many investors has already shown today, as 𝐛𝐞𝐢 𝐟𝐚𝐬𝐭 𝐚𝐥𝐥𝐞𝐧 𝐁𝐫𝐨𝐤𝐞𝐫 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 𝐄𝐧𝐞𝐫𝐠𝐲 𝐝𝐢𝐞 𝐦𝐞𝐢𝐬𝐭𝐠𝐞𝐤𝐚𝐮𝐟𝐭𝐞 𝐀𝐤𝐭𝐢𝐞 was (see onvista, flatex, comdirect).

𝗖𝗵𝗮𝗿𝘁𝘁𝗲𝗰𝗵𝗻𝗶𝘀𝗰𝗵 𝗦𝗶𝗲𝗺𝗲𝗻𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 stock is now battered after breaking support around €24. Starting from the last notable supports (Fibo levels) around €22, a quick recovery above €24 would be conceivable. Should this not succeed at the end of the week, however, a test of the prominent low at ~€18 is the preferred variant. At the latest, this offers a good opportunity from a CRV perspective to pick up the actually promising stock relatively cheaply.

𝐖𝐢𝐞 𝐬𝐢𝐞𝐡𝐭𝐬 𝐛𝐞𝐢 𝐞𝐮𝐜𝐡 𝐚𝐮𝐬, 𝐡𝐚𝐛𝐭 𝐢𝐡𝐫 𝐳𝐮𝐠𝐞𝐬𝐜𝐡𝐥𝐚𝐠𝐞𝐧 𝐨𝐝𝐞𝐫 𝐥𝐚𝐬𝐬𝐭 𝐢𝐡𝐫 𝐝𝐢𝐞 𝐅𝐢𝐧𝐠𝐞𝐫 𝐝𝐚𝐯𝐨𝐧? Feel free to post it in the comments, we are interested in your opinions and sharing.

We hope the info was helpful for you. Best regards, Sören and Magnus from @rainbow_stocks. 🌈 📈