The Fluence Energy share $FLNC (+7,3 %) have recently come under considerable pressure. After the Q3 figures, the share price fell by almost 20% and the forecast was lowered - it is clear that many investors are keeping their distance for the time being.

Fluence Energy is a company in the field of energy storage technology and services. It was founded in 2018 as a joint venture between Siemens $SIE (+1,22 %) and the AES Corporation $AES (+2,82 %) to combine the expertise of both companies in energy storage and develop innovative solutions for integrating renewable energy into power grids.

Energy storage as the key

There can be no energy transition without storage. Wind and solar power must be reliably stored and fed into the grid. Fluence is one of the few specialists in the world that focuses precisely on this.

Order book full

More than USD 2.5 billion is in the backlog. This is a strong signal that the demand is there. If these projects are implemented, Fluence could be in a much better position from 2026.

Fluence offers a variety of energy storage solutions, including:

- Gridstack Pro™: a modular platform for industrial applications.

- Smartstack™: A high-density, AC-based energy storage platform with a modular design.

- Ultrastack™: A solution for smaller applications with high energy density.

- Mosaic™: AI-powered software for intelligent bidding and optimization of energy storage resources

- Nispera™: A software for performance monitoring and analysis of energy storage systems.

Technology & Projects

With the Gridstack Pro systems, they set standards in safety. Major projects in Australia, Germany and even the Ukraine are real references - and references lead to follow-up orders.

Production for scaling

New plants in Houston and Vietnam are intended to help reduce costs and improve margins. Exactly what a growth company needs.

Of course there are risks: competition, thin margins, high expectations on the stock market. But it is clear to me that Fluence is in a market that will only become more important in the coming years.

My impression: in the short term, the share price is shaky - in the long term, Fluence could become one of the winners of the energy transition.

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Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.

Source: Boerse-Online (Morgan Stanley report on AI-related stocks)

Image material: Techa Tungateja/iStockphoto

I have been looking for opportunities in the market and I have come across the following companies, I would appreciate your feedback

$HPE (+2,29 %) trades at 9x earnings, trades below book value, low profitability margins but 4-8% EPS growth expectations

$GMAB (+0,42 %) trades at 17 times earnings, about 8 times current Ebitda, seems to have performed well historically (book value is not a good metric, probably has capitalized R&D expenses)

$AES (+2,82 %) trades at about 4-5 times earnings, is dedicated to the generation of renewable energy, trades below its current book value for its historical performance does not seem to have done very well, but for its current valuation looks good, has a dividend of about 6% per annum

$CAT (+3,47 %) it trades at about 15 times earnings and has had a good historical performance, leader in the production of construction machinery.

Why do you think the market values these companies so low? Do you see growth possibilities or investment opportunities?

$AES (+2,82 %)

Increase in The AES Corporation $AES (+2,82 %)

The company operates power plants and distribution grids for the generation and distribution of electricity.

I first came across this interesting company through the "Fluence" joint venture for electricity storage etc. between Siemens and AES.

As long as the share price is bobbing around so low, I keep collecting a few shares 🤑🤞🏼

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗻𝗱𝗲𝘀𝘁𝘀𝘁𝗲𝘂𝗲𝗿, 𝗮𝗯𝗼𝘃𝗲 𝘁𝗵𝗲 𝗰𝗹𝗼𝘂𝗱𝘀 𝘂𝗻𝗱 𝗕𝗶𝘁𝗰𝗼𝗶𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AES Corporation ($AES (+2,82 %)), Banner Bank ($BANR), Baker Hughes($68V (+1,09 %)), Equitrans Midstream ($37W), Realty Income Corporation ($RY6 (-0,67 %)), Shell Midstream Part ($SHLX), 1st Source ($SRCE) and Vereit ($50A) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Addex Therapeutics ($ADXN), Arista Networks, Inc. ($117), Asahi Glass ($SHJ (+1,1 %)), Ceragon ($GGN (+5,5 %)), Clorox ($CXX (-0,47 %)), Eisai ($EII (+2,04 %)), Kyocera ($KYR (+0,38 %)), Leggett & Platt ($LP1 (+2,63 %)), McKesson ($MCK (+0,12 %)), NXP Semiconductors ($VNX (+2,13 %)), Ryanair ($RY4C (-1,15 %)), Simon Property ($SQI (-0,5 %)), Shionogi Seiyaku ($SH0 (+1,32 %)), Tata Motors ($TATB), TDK ($TDK (+5,62 %)), Transocean ($RIG (+1,39 %)), Williams ($WMB (+2,85 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

G20 - Global minimum tax to come in 2023. In this, every company that exceeds an annual turnover of 750,000 euros is to pay 15% tax on its profits. The large digital corporations must have a turnover of at least 20 billion euros and generate a pre-tax profit margin of at least 10% to also be affected by the global sales tax. Amazon ($AMZ (+0,83 %)) would then be spared its 5% margin, while Apple ($APC (-0,23 %)) would be asked to pay. Tax havens would also become less attractive, as the tax burden would not fall on the home countries - as it does now - but on the market countries, i.e. where most of the revenue is generated.

Ryanair ($RY4C (-1,15 %)) - The airline has finally been able to report a profit again since the start of the pandemic. In the quarter July to September this year, the profit was 225 million euros. In comparison, Ryanair made a loss of 225.5 million euros in the same quarter last year.

However, a loss of 100 to 200 million euros is expected for the year as a whole, as airline tickets have to be offered at discounts.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+1,9 %)) - After Bitcoin's strong October 2021 gain, there are eager hopes for an even stronger price increase. Predictions vary between a $50,000 and $100,000. Next month's result could be significantly influenced by the fact that many investors are in a celebratory mood and expect a continued strong increase. On the other hand, a throttling of the markets is expected after an announcement by the Fed.

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝗻𝗲𝗿𝗴𝗶𝗲𝗿𝗲𝗶𝗰𝗵𝗲𝗿 𝗜𝗣𝗢 / 𝗢𝗵𝗻𝗲 𝗛𝗮𝗹𝗯𝗹𝗲𝗶𝘁𝗲𝗿 𝗳𝗮𝗵𝗿 𝗶𝗰𝗵 𝗻𝗶𝗰𝗵𝘁 𝘄𝗲𝗶𝘁𝗲𝗿 / 𝗠𝗲𝗵𝗿 𝗠𝗲𝗱𝗶𝗸𝗮𝗺𝗲𝗻𝘁𝗲 𝗮𝘂𝗳 𝗱𝗲𝗺 𝗠𝗮𝗿𝗸𝘁 / 𝗗𝗮𝘀 𝗴𝗿𝗼𝘀𝘀𝗲 𝗛𝘂𝗻𝗱𝗲𝗿𝗲𝗻𝗻𝗲𝗻

𝗜𝗣𝗢𝘀 🔔

Fluence Energy - The issue price is $28, above the price range of $21 to $24. This puts the joint venture between Siemens ($SIEGY (+2,73 %)) and AES ($AES (+2,82 %)) raised approximately 1.01 billion euros in the IPO. This gives an enterprise value of $4.6 billion, valuing Siemens' stake at $1.6 billion. Fluence Energy produces giant lithium-ion batteries that play a major role in renewable energy storage.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, A. O. Smith Corporation ($3SM (+0,23 %)), Carrier ($4PN (+1,06 %)), Ferguson ($FERG), Genesis Energy ($GEL), Levi Strauss & Co. ($LV2B (+0,88 %)), Morgan Stanley ($DWD (+1,7 %)), Signature Bank ($TQJ), Signet Jewelers ($SZ2 (+3,35 %)) and UnumProvident ($UUM (+1,51 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

The reporting season is in full swing and today, among others, Anheuser-Busch InBev ($1NBA (+0,45 %)), Airbus Group ($AIR (-0,2 %)A), Amazon ($AMZ (+0,83 %)), Apple ($APC (-0,23 %)), Caterpillar ($CAT1 (+3,47 %)), Hochtief ($HOT (+2,63 %)), Linde ($LIN), MasterCard ($M41 (+0,18 %)), Merck & Co. ($6MK (+0,44 %)), Moody's ($DUT (-2,8 %)), Panasonic Corp. ($MAT1 (+3,31 %)), Sanofi ($SNW (+1,14 %)), Royal Dutch Shell ($R6C), Sony ($SON1 (+3,91 %)), Starbucks ($SRB (+0,04 %)), Volkswagen ($VOW3 (-1,59 %)) and Wacker Chemie ($WCH (+1,94 %)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

VW ($VOW3 (-1,59 %)) - Due to shortages of electronic components and semiconductors, VW has to cut back. Despite red figures in the last quarter at Volkswagen Passenger Cars, Skoda and Seat, the group continues to adhere to its annual targets, as the premium brands Porsche and Audi perform comparatively well. Compared with the same period last year, profits from July to September fell 12 percent to 2.8 billion euros. As with most other automakers, the scarce semiconductors are being used where they promise the most return. As a result, the premium brands Audi and Porsche are not feeling the chip shortage as much as the volume brands.

Sanofi ($SNW (+1,14 %)) - Business at French pharmaceuticals group Sanofi is going from strength to strength. As a result of the better third quarter, management is once again raising the group's annual targets. Compared to the previous year, sales of 10.4 billion euros were generated, which corresponds to an increase of 10 percent. The neurodermatitis drug Dupixent, as well as over-the-counter medicines and the vaccination business, are driving growth. Profit amounted to 2.3 billion euros, 19 percent more than in the same period of the previous year.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Shiba Inu ($SHIB) - The meme coin has caused a strong stir due to its huge price increase in recent weeks. The coin broke its all-time high again and currently stands at $0.00006743 and a market capitalization of $35.2 billion. For a short time, it even made it to 9th place among the largest cryptocurrencies, overtaking even the legendary Dogecoin. The price of the new meme coin could rise even further as the trading volume could increase even more. The launch of an original $SHIB-NFT series called Shiboshi's could also push the price even higher. These are 10,000 individual pixel images of Shiba-Inus (see image). The cheapest of these NFTs are currently selling on Opensea for the equivalent of $7,480.37.

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