Citi analysts Jenny Ping and Rory Graham-Watson question whether Orsted's strategic update is enough for the shares to go further, stating that it's all about delivery of targets and building investor confidence, which will take time.
James Browny :
Just wait until my solar companies invent lunar panels lol. It's amazing how much money I can make in both renewables and fossil. I'll waste no time shouting at the sky.
ORSTED A/S UNSP ADR EACH REPR 0.333 ORD SHS股票讨论区
Clean energy stocks gaining traction as COP26 kicks off
The $环球清洁能源ETF-iShares(ICLN.US)$ is down 13.4%, but up 9.1% in the last month.
Its top holdings in order are$维斯塔斯风力(ADR)(VWDRY.US)$ , $Enphase Energy(ENPH.US)$ , $ORSTED A/S UNSP ADR EACH REPR 0.333 ORD SHS(DNNGY.US)$ , $爱迪生联合电气(ED.US)$ and $普拉格能源(PLUG.US)$ .
The $太阳能ETF-Invesco(TAN.US)$ is down 8.3% year to date and up 14.8% in the last month.
It has the biggest holding in $SolarEdge Technologies(SEDG.US)$ at 11%, followed by Enphase, First Solar, Xinyi Solar and $大全新能源(DQ.US)$ .
The $First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN.US)$ is up 3.4% year to date and up 11.5% in the last month.
$特斯拉(TSLA.US)$ is the top holding at 10.3%, followed by $蔚来(NIO.US)$ , $美国雅保(ALB.US)$ and $安森美半导体(ON.US)$ .
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