share_log

7 Battery Stocks to Beat the September Market Slump

7 Battery Stocks to Beat the September Market Slump

7只电池股将战胜9月份的市场暴跌
InvestorPlace ·  2022/09/13 06:23

InvestorPlace - Stock Market News, Stock Advice & Trading Tips

InvestorPlace-股票市场新闻、股票建议和交易提示

With EV stocks and other renewables in the spotlight finding the best battery stock picks can be tough.

随着电动汽车和其他可再生能源成为人们关注的焦点,找到最好的电池股票可能很困难。

September is historically the worst month for markets. Since 1928, the S&P 500 has fallen by a median of 0.42% during the month. It has provided positive returns just 44.7% of the time dating back nearly a century. 

从历史上看,9月是市场表现最差的一个月。自1928年以来,标准普尔500指数当月的跌幅中值为0.42%。近一个世纪以来,它只提供了44.7%的正回报。

That isn't all of the bad news, though. During years in which the S&P has been down through August, it has fallen by an average of 3.4% in September. 

不过,这并不是所有的坏消息。在8月份标普500指数下跌的几年中,9月份标普500指数的平均跌幅为3.4%。

That said, this September has thus far proven to be an anomaly. Through Sept. 8, it was up 2.01%. That's a very encouraging sign given past precedents that suggested it is more likely to falter. 

话虽如此,到目前为止,今年9月已被证明是一个反常现象。到9月1日8点,上涨2.01%。考虑到过去的先例表明,它更有可能步履蹒跚,这是一个非常令人鼓舞的迹象。

These are the battery stock picks to help investors beat what has traditionally been a month of slumping markets.

这些是帮助投资者战胜传统上持续一个月的低迷市场的电池类股。

ALB
阿尔布
Albemarle
阿尔伯玛尔
$296.97
$296.97
FREY
弗雷
FREYR
弗莱尔
Battery
电池
$13.42
$13.42
SQM
平米
Sociedad Quimica y Minera de Chile
智利Minera de Quimica社会
$108.75
$108.75
LAC
洛杉酯
Lithium
Americas
美洲
$31.64
$31.64
QS
QS
QuantumScape 
Quantumscape
$11.52
$11.52
GNENF
GNENF
Ganfeng
赣锋
Lithium
$8.60
$8.60
PCRFY
PCRFY
Panasonic
松下
$8.08
$8.08

Albemarle (ALB)

白蛋白(Albemarle)

Source: IgorGolovniov/Shutterstock.com
来源:伊戈尔戈洛夫尼奥夫/Shutterstock.com

Albemarle (NYSE:ALB) easily is one of the best battery stock picks. The Charlotte, North Carolina company is a leading lithium producer and a well-known, stable choice for investors. 

阿尔伯玛尔(纽约证券交易所代码:ALB)Easy是最好的电池股票选择之一。这家位于北卡罗来纳州夏洛特的公司是一家领先的锂生产商,也是投资者的知名、稳定的选择。

Albemarle has established a leading position in the new automobile economy that is set to heavily feature EVs. In other words, it's a picks and shovels play on continued EV growth. 

Albemarle已经在新的汽车经济中确立了领先地位,这将主要以电动汽车为特色。换句话说,这是电动汽车持续增长的一种挖掘机和铲子。

ALB stock has had a particularly strong 2022. It is up 23% at the time of writing while the S&P 500 remains off by 16.5% during the same period. 

Alb股票在2022年表现尤为强劲。在撰写本文时,该指数上涨了23%,而同期标准普尔500指数仍下跌了16.5%。

September has seen much of the same for Albemarle, which is up nearly 11%, having risen from $260 to $290. 

Albemarle在9月份也出现了类似的情况,从260美元上涨到290美元,涨幅接近11%。

At the end of August, the company announced a corporate restructuring intended to better capitalize on lithium demand. The market has responded positively to the news which followed a strong earnings report.

8月底,该公司宣布了一项公司重组计划,旨在更好地利用锂需求。市场对这一消息反应积极,此前该公司发布了强劲的收益报告。

Freyr Battery (FREY)

弗莱尔电池(弗雷)

Source: MarySan / Shutterstock
来源:MarySan/Shutterstock

FREYR Battery (NYSE:FREY) stock should find a welcome audience with green investors. The company develops high-density, cost-competitive lithium-ion batteries.

弗莱尔 电池(纽约证券交易所股票代码:FREY)股票应该会受到绿色投资者的欢迎。该公司开发高密度、具有成本竞争力的锂离子电池。

The company's operations are fuelled by hydro and wind energy which give it something of an edge for the truly green investor. Add to that, its roots in Norway and HQ in Luxembourg and its green credentials really add up, making it one of the best battery stock picks for the long term. 

该公司的运营由水电和风能提供动力,这让它在某种程度上为真正的绿色投资者提供了优势。此外,该公司植根于挪威,总部设在卢森堡,加上其绿色资质,使其成为长期最佳的电池股票选择之一。

Those credentials are reflected in a target price that possesses 55% upside over the current $12.50 price. FREYR Battery also possesses a unanimous 'buy' rating. 

这些资历反映在比目前12.50美元的价格高出55%的目标价格上。Freyr Battery的评级也一致为“买入”。

The good news is that FREY stock is underpinned by strong results in the most recent quarter. The company reported a net income of $4.7 million, up from an $8.036 million net loss a year earlier.

好消息是,Frey的股票得到了最近一个季度强劲业绩的支撑。该公司报告净收益为470万美元,高于去年同期的803.6万美元。

Sociedad Quimica y Minera de Chile (SQM)

智利Quimica y Minera社会(SQM)

Source: madamF / Shutterstock.com
来源:MadamF/Shutterstock.com

As you may have guessed by its name, Sociedad Quimica y Minera de Chile (NYSE:SQM) is a mining stock, but that doesn't mean it's not among the best battery stock picks. The company has more diversified operations than Albemarle with both firms considered battery stocks because of lithium mining. 

你可能已经猜到它的名字了,智利Minera de Quimica社会(纽约证券交易所:平米)是一只矿业股票,但这并不意味着它不是最好的电池股票之一。该公司的业务比Albemarle更多元化,由于锂的开采,两家公司都考虑了电池库存。

And like ALB stock, SQM stock has performed strongly in 2022. In fact, it has more than doubled, rising from $50 to above $110. 

与ALB股票一样,SQM股票在2022年表现强劲。事实上,它已经翻了一番多,从50美元涨到了110美元以上。

That strong price appreciation is a product of rapidly increasing lithium and derivatives sales. Sociedad Quimica y Minera de Chile has increased those revenues by a massive 1,033% in Q2 YoY and 1,004% in H1 of this year. 

这种强劲的价格上涨是锂和衍生品销售迅速增长的结果。智利Quimica y Minera公司第二季度的收入同比增长了1033%,今年上半年增长了1004%。

The company is a prime example of what can occur when rapidly rising demand meets rising production.

该公司是一个很好的例子,说明了当快速增长的需求满足不断增长的产量时会发生什么。

Lithium Americas (LAC)

锂美洲(LAC)

Source: Shutterstock
消息来源:Shutterstock

Lithium Americas (NYSE:LAC) stock hasn't proven as profitable as the other lithium mining stocks on this list in 2022.

美洲2022年,(纽约证券交易所股票代码:LAC)股票并没有像榜单上其他锂矿业股那样有利可图。

However, it remains slightly up this year which is a feat in and of itself. Despite the fact that other lithium stocks have performed better, LAC stock does possess strong upside, arguably more so than the other best battery stock picks we've covered. 

然而,今年它仍然略有上升,这本身就是一项壮举。尽管其他锂类股表现更好,但LAC类股确实拥有强劲的上行空间,可以说比我们所报道的其他最佳电池类股更有上行空间。

The Vancouver-based firm is developing three lithium mining projects. Two of which are located in Argentina with the other in Nevada. 

这家总部位于温哥华的公司正在开发三个锂开采项目。其中两家位于阿根廷,另一家位于内华达州。

The company does not yet produce any lithium. That said, shares currently trade for $31 and LAC stock carries a target price of $35. That strongly suggests that investors fully believe that the company will mine significant amounts of lithium. 

该公司目前还没有生产任何锂。话虽如此,目前股价为31美元,LAC股票的目标价为35美元。这有力地表明,投资者完全相信该公司将开采大量锂。

The company continues to explore a separation of its U.S. and Argentina operations. If done, that could make its U.S.-based operations particular;y attractive as Thacker Pass, where the operations exist, is the largest known lithium resource in the U.S.

该公司继续探索分离其美国和阿根廷业务。如果成功,这将使其在美国的业务具有特别的吸引力,因为这些业务所在的Thacker Pass是美国已知的最大锂资源。

QuantumScape (QS)

Quantumscape(QS)

Source: Michael Vi / Shutterstock.com
来源:Michael Vi/Shutterstock.com

I have to admit it, I like the narrative behind QuantumScape (NYSE:QS). The company ended up much-maligned following its IPO in late 2020. By early 2021 a short seller report by Scorpion Capital sent the firm's shares tumbling downward. 

我不得不承认,我喜欢Quantumscape(纽约证券交易所代码:QS)背后的故事)。该公司在2020年末进行首次公开募股(IPO)后,最终饱受诟病。到2021年初,Scorpion Capital的一份卖空者报告导致该公司股价暴跌。

Not great. 

不太好。

At that point, many investors were likening the fledgling solid-state battery manufacturing upstart to a house of cards. It seemed the company was headed for disaster. Fast forward seven months and QuantumScape has proven critics wrong. 

在这一点上,许多投资者将羽翼未丰的固态电池制造业upstart比作纸牌屋。这家公司似乎正走向灾难。快进7个月后,Quantumscape证明批评者是错的。

By November the company had released 10-layer battery cell testing data showing 800 cycles at better than 1-hour charge rates at 25 degrees celsius. That meant QuantumScape achieved the primary goal it laid out for itself quicker than anticipated only months after serious allegations were leveled against it.

到11月,该公司已经发布了10层电池的测试数据,显示在25摄氏度的条件下,800次循环的充电率高于1小时。这意味着,在受到严重指控的几个月后,Quantumscape比预期更快地实现了为自己设定的主要目标。

Ganfeng Lithium (GNENF)

赣锋锂业(GNENF)

Source: Shutterstock
消息来源:Shutterstock

Simply put, Ganfeng Lithium (OTCMKTS:GNENF) stock has massive upside.

简单地说,赣锋 (OTCMKTS:GNENF)股票有巨大的上行空间。

The Chinese lithium producer's stock trades at $8.30 at the time of writing. However, its target price is $87.32. The company is attempting to be all things to everyone within the lithium supply chain. 

撰写本文时,这家中国锂生产商的股价为8.30美元。不过,其目标价为87.32美元。该公司正试图成为锂供应链中的每一个人的一切。

Ganfeng Lithium's operations span the gamut from raw material production, to chemical refining, to battery manufacturing and storage, through to recycling. 

赣锋锂业的业务范围从原材料生产到化学精炼,再到电池制造和储存,再到回收利用。

The firm's most recent earnings report shows impressive numbers. Those numbers include operating income that rose by 234% leading to net profits which increased by 956%. 

该公司最新的收益报告显示了令人印象深刻的数字。这些数字包括营业收入增长234%,导致净利润增长956%。

Those earnings were unaudited which may explain why GNENF stock remains underpriced.

这些收益未经审计,这可能解释了为什么GNENF的股票价格仍然偏低。

Panasonic (PCRFY)

松下(Panasonic)

Source: testing/Shutterstock.com
来源:Testing/Shutterstock.com

The reason to consider investing in Panasonic (OTCMKTS:PCRFY) stock is that the company is a massive supplier of EV batteries. 

考虑投资于松下(OTCMKTS:PCRFY)股票是,该公司是电动汽车电池的大型供应商。

Panasonic has shipped more than 6 billion EV battery cells out of its Nevada site that serves Tesla's (NASDAQ:TSLA) gigafactory in the state. 

松下已经从其内华达州为特斯拉(纳斯达克代码:TSLA)巨型工厂提供服务的内华达州工厂发运了60多亿块电动汽车电池。

And in July the company announced plans to build a $4 billion battery manufacturing facility in Kansas. So, Panasonic should logically remain integral to the continued development of the U.S.EV sector. 

今年7月,该公司宣布计划在堪萨斯州投资40亿美元建造一座电池制造厂。因此,从逻辑上讲,松下应该对美国电动汽车行业的持续发展保持不可或缺的地位。

PCRFY stock has slumped from above $11 to begin 2022, to below $8 currently. Analysts believe it should trade above $10. As EPS estimates continue to stabilize that looks increasingly possible. 

PCRFY的股价已从2022年初的11美元以上暴跌至目前的8美元以下。分析师认为,金价应该在10美元以上。随着每股收益继续企稳,这看起来越来越有可能实现。

On the date of publication, Alex Sirois did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至发稿之日,Alex Sirois并未(直接或间接)持有本文所述证券的任何头寸。本文表达的观点是作者的观点,以InvestorPlace.com为准出版指南.

Alex Sirois is a freelance contributor to InvestorPlace whose personal stock investing style is focused on long-term, buy-and-hold, wealth-building stock picks.Having worked in several industries from e-commerce to translation to education and utilizing his MBA from George Washington University, he brings a diverse set of skills through which he filters his writing.

亚历克斯·西罗斯是InvestorPlace的自由撰稿人,他的个人股票投资风格专注于长期、买入并持有、积累财富的股票选择。他曾在从电子商务到翻译再到教育的多个行业工作过,并利用他在乔治华盛顿大学的MBA学位,带来了一套多样化的技能,他通过这些技能来过滤他的写作。

The post 7 Battery Stocks to Beat the September Market Slump appeared first on InvestorPlace.

击败9月份市场暴跌的7号电池股票首先出现在InvestorPlace上。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发