Despite some massive price losses, renewable energy remains a key topic for the future. The global expansion of wind, solar, and hydrogen infrastructure continues to gain momentum, being driven forward by geopolitical crises, climate targets, and billion-dollar subsidy programs. While many investors have exited the market in recent months, falling interest rates, rising energy prices, and political tailwinds could now pave the way for a rebound. Those who think countercyclically should take a closer look now.
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Enphase Energy – Rebound candidate with value factor
Enphase Energy is one of the few solar equipment suppliers that has remained profitable despite the market correction. The California-based company supplies microinverters, storage systems, and wallboxes to over 140 countries and has already installed 29 gigawatts of inverter capacity. With production sites in the US, Enphase also benefits from customs advantages.
Although the financial figures reflect the slump in the solar industry, with revenue falling from USD 2.33 billion in 2022 to USD 1.48 billion and profits plummeting from USD 438 million to USD 174 million, the latest quarterly figures show that the worst appears to be over. These exceeded expectations, and the outlook is cautiously optimistic.
Unlike competitors such as SMA Solar and SolarEdge, Enphase remains profitable. With a P/E ratio of 14.4 and an EV/EBITDA of 10.7, its valuation is now one of the most favorable in the sector.
There are also initial signs of a potential turnaround in the charts: The stock recently broke through the 50-day line and could break out of its downward trend with a sustained jump above the USD 40 mark. Tailwind is provided by the high short ratio of 23%, which does not rule out a short squeeze following the breakout.
dynaCERT – Sales are picking up
Hydrogen innovator dynaCERT (TSX:DYA) also offers excellent opportunities for a turnaround. With a market capitalization of CAD 66.29 million, equivalent to EUR 40.90 million, dynaCERT shares could start a new upward trend after months of sideways movement. The reason for this is the recently launched sales offensive, which is now bearing fruit.
The Canadian provider of hydrogen-based retrofit solutions for diesel engines has announced its largest single order to date. Texas-based Hydrofuel Technologies has ordered 100 units featuring the patented HydraGEN™ technology. A down payment has already been made, and the first 25 units are on their way to Mexico.
In addition, Hydrofuel will become the official distribution partner in Texas and Mexico, one of the world’s largest markets for diesel trucks. The North American country ranks 7th worldwide in truck usage and 9th in diesel truck production. This could open up a billion-dollar market for dynaCERT.
HydraGEN™ technology ensures more efficient diesel combustion, reduces fuel costs, reduces emissions, and enables customers to generate CO₂ certificates. This is supported by proprietary telematics software that documents consumption and savings. The investment pays off particularly quickly for heavy machinery, where consumption and running times are high.
The fact that Hydrofuel is buying in bulk for the first time speaks for its confidence in the technology and offers dynaCERT real planning security for the first time. If the rollout is successful, the stock could be facing a fundamental revaluation.
Siemens Energy – Positive news
The positive news in the second half of last week also brought some technical relief from a chart perspective. Following the correction that began in August this year, Siemens Energy shares lost over 20% of their value, falling to a low of EUR 83.32. However, the striking resistance area at exactly this level was successfully defended.
The DAX-listed company was the focus of investor attention in two ways. On the one hand, the energy technology group secured a major order for the billion-euro Bornholm Energy Island project in the Baltic Sea. On the other hand, it is about to be promoted to the EURO STOXX 50. Both factors together are providing strong momentum for the stock.
Siemens Energy will be included in the EURO STOXX 50 with effect from September 22. As a result, numerous funds and ETFs that track the index will have to adjust their portfolios, which is likely to generate fresh demand for the stock.
Even more significant is the award of the BEI project, a Danish-German joint venture being implemented by the transmission system operators Energinet (Denmark) and 50Hertz (Germany). Siemens Energy will supply four converter stations and other technical components. The order value here is over EUR 1 billion. The project also has political support. The EU has issued a grant notification for EUR 645 million.
Solar equipment supplier Enphase may have bottomed out after horrendous share price losses. Siemens Energy delighted investors with two pieces of positive news, which could brighten the chart picture. Hydrogen specialist dynaCERT reports the largest single order in the Company’s history.
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