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7 Battery Stocks to Beat the September Market Slump

7 Battery Stocks to Beat the September Market Slump

7 個電池股票將擊敗 9 月市場暴跌
InvestorPlace ·  2022/09/13 06:23

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

隨着電動汽車和其他可再生能源成為人們關注的焦點,找到最好的電池股票可能很困難。

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. 

從歷史上看,9月是市場表現最差的一個月。自1928年以來,標準普爾500指數當月的跌幅中值為0.42%。近一個世紀以來,它只提供了44.7%的正回報。

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. 

不過,這並不是所有的壞消息。在8月份標普500指數下跌的幾年中,9月份標普500指數的平均跌幅為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. 

話雖如此,到目前為止,今年9月已被證明是一個反常現象。到9月1日8點,上漲2.01%。考慮到過去的先例表明,它更有可能步履蹣跚,這是一個非常令人鼓舞的跡象。

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

這些是幫助投資者戰勝傳統上持續一個月的低迷市場的電池類股。

ALB
阿爾布
Albemarle
阿爾伯瑪爾
$296.97
$296.97
FREY
弗雷
FREYR
弗萊爾
Battery
電池
$13.42
$13.42
SQM
平米
Sociedad Quimica y Minera de Chile
智利Minera de Quimica社會
$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
贛鋒
Lithium
$8.60
$8.60
PCRFY
PCRFY
Panasonic
松下
$8.08
$8.08

Albemarle (ALB)

白蛋白(Albemarle)

Source: IgorGolovniov/Shutterstock.com
來源:伊戈爾戈洛夫尼奧夫/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. 

阿爾伯瑪爾(紐約證券交易所代碼:ALB)Easy是最好的電池股票選擇之一。這家位於北卡羅來納州夏洛特的公司是一家領先的鋰生產商,也是投資者的知名、穩定的選擇。

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已經在新的汽車經濟中確立了領先地位,這將主要以電動汽車為特色。換句話説,這是電動汽車持續增長的一種挖掘機和鏟子。

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年表現尤為強勁。在撰寫本文時,該指數上漲了23%,而同期標準普爾500指數仍下跌了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月份也出現了類似的情況,從260美元上漲到290美元,漲幅接近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,該公司宣佈了一項公司重組計劃,旨在更好地利用鋰需求。市場對這一消息反應積極,此前該公司發佈了強勁的收益報告。

Freyr Battery (FREY)

弗萊爾電池(弗雷)

Source: MarySan / Shutterstock
來源: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.

弗萊爾 電池(紐約證券交易所股票代碼:FREY)股票應該會受到綠色投資者的歡迎。該公司開發高密度、具有成本競爭力的鋰離子電池。

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. 

該公司的運營由水電和風能提供動力,這讓它在某種程度上為真正的綠色投資者提供了優勢。此外,該公司植根於挪威,總部設在盧森堡,加上其綠色資質,使其成為長期最佳的電池股票選擇之一。

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. 

這些資歷反映在比目前12.50美元的價格高出55%的目標價格上。Freyr Battery的評級也一致為“買入”。

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個季度強勁業績的支撐。該公司報告淨收益為470萬美元,高於去年同期的803.6萬美元。

Sociedad Quimica y Minera de Chile (SQM)

智利Quimica y Minera社會(SQM)

Source: madamF / Shutterstock.com
來源: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. 

你可能已經猜到它的名字了,智利Minera de Quimica社會(紐約證券交易所:平米)是一隻礦業股票,但這並不意味着它不是最好的電池股票之一。該公司的業務比Albemarle更多元化,由於鋰的開採,兩家公司都考慮了電池庫存。

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

與ALB股票一樣,SQM股票在2022年表現強勁。事實上,它已經翻了一番多,從50美元漲到了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. 

這種強勁的價格上漲是鋰和衍生品銷售迅速增長的結果。智利Quimica y Minera公司第二季度的收入同比增長了1033%,今年上半年增長了1004%。

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

該公司是一個很好的例子,説明瞭當快速增長的需求滿足不斷增長的產量時會發生什麼。

Lithium Americas (LAC)

鋰美洲(LAC)

Source: Shutterstock
消息來源: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,(紐約證券交易所股票代碼:LAC)股票並沒有像榜單上其他鋰礦業股那樣有利可圖。

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,這本身就是一項壯舉。儘管其他鋰類股表現更好,但LAC類股確實擁有強勁的上行空間,可以説比我們所報道的其他最佳電池類股更有上行空間。

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

這家總部位於温哥華的公司正在開發三個鋰開採項目。其中兩家位於阿根廷,另一家位於內華達州。

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. 

該公司目前還沒有生產任何鋰。話雖如此,目前股價為31美元,LAC股票的目標價為35美元。這有力地表明,投資者完全相信該公司將開採大量鋰。

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.

該公司繼續探索分離其美國和阿根廷業務。如果成功,這將使其在美國的業務具有特別的吸引力,因為這些業務所在的Thacker Pass是美國已知的最大鋰資源。

QuantumScape (QS)

Quantumscape(QS)

Source: Michael Vi / Shutterstock.com
來源: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. 

我不得不承認,我喜歡Quantumscape(紐約證券交易所代碼:QS)背後的故事)。該公司在2020年末進行首次公開募股(IPO)後,最終飽受詬病。到2021年初,Scorpion Capital的一份賣空者報告導致該公司股價暴跌。

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. 

在這一點上,許多投資者將羽翼未豐的固態電池製造業upstart比作紙牌屋。這家公司似乎正走向災難。快進7個月後,Quantumscape證明批評者是錯的。

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,該公司已經發布了10層電池的測試數據,顯示在25攝氏度的條件下,800次循環的充電率高於1小時。這意味着,在受到嚴重指控的幾個月後,Quantumscape比預期更快地實現了為自己設定的主要目標。

Ganfeng Lithium (GNENF)

贛鋒鋰業(GNENF)

Source: Shutterstock
消息來源:Shutterstock

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

簡單地説,贛鋒 (OTCMKTS:GNENF)股票有巨大的上行空間。

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. 

撰寫本文時,這家中國鋰生產商的股價為8.30美元。不過,其目標價為87.32美元。該公司正試圖成為鋰供應鏈中的每一個人的一切。

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

贛鋒鋰業的業務範圍從原材料生產到化學精煉,再到電池製造和儲存,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%. 

該公司最新的收益報告顯示了令人印象深刻的數字。這些數字包括營業收入增長234%,導致淨利潤增長956%。

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

這些收益未經審計,這可能解釋了為什麼GNENF的股票價格仍然偏低。

Panasonic (PCRFY)

松下(Panasonic)

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

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

考慮投資於松下(OTCMKTS:PCRFY)股票是,該公司是電動汽車電池的大型供應商。

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. 

松下已經從其內華達州為特斯拉(納斯達克代碼:TSLA)巨型工廠提供服務的內華達州工廠發運了60多億塊電動汽車電池。

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,該公司宣佈計劃在堪薩斯州投資40億美元建造一座電池製造廠。因此,從邏輯上講,松下應該對美國電動汽車行業的持續發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的股價已從2022年初的11美元以上暴跌至目前的8美元以下。分析師認為,金價應該在10美元以上。隨着每股收益繼續企穩,這看起來越來越有可能實現。

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.

截至發稿之日,Alex Sirois並未(直接或間接)持有本文所述證券的任何頭寸。本文表達的觀點是作者的觀點,以InvestorPlace.com為準出版指南.

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.

亞歷克斯·西羅斯是InvestorPlace的自由撰稿人,他的個人股票投資風格專注於長期、買入並持有、積累財富的股票選擇。他曾在從電子商務到翻譯再到教育的多個行業工作過,並利用他在喬治華盛頓大學的MBA學位,帶來了一套多樣化的技能,他通過這些技能來過濾他的寫作。

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

擊敗9月份市場暴跌的7號電池股票首先出現在InvestorPlace上。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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