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Sino Cleantech launches China CleanTech Index

First published on the Cleantech Investor website, 8 September 2011

The China CleanTech Index, or China Green Enterprise Development Index, was launched yesterday at the Top Capital finance conference in Xiamen, Fujian Province, China. The China CleanTech Index is published by Sino CleanTech, the Beijing-based Chinese arm of Australian CleanTech which promotes investment from Chinese investors into cleantech both in China and internationally.

The China CleanTech Index measures the performance of Chinese cleantech companies listed on stock exchanges around the world. It includes 114 companies with a combined market capitalisation of over 750 billion Renminbi (US$117 billion). The index is updated monthly and published on the SinoCleantech website.

Cleantech Performance Monitor: Smart grid outperforms amid tough market conditions

First published in the Quoted Cleantech newsletter, July 2011. Copyright Cleantech Investor 2011

We’ve added two new indices this quarter, the NASDAQ OMX Clean Edge Global Wind Energy Index and the Nasdaq OMX Clean Edge Smart Grid Infrastructure Index. These two were the top performers over the first half of 2011 - with the Smart Grid Infrastructure Index ranking as the only index on the list to have chalked up a gain over the six month period (of 3.6%). It was also the best performer over the second quarter of the year - despite losing 6.3%. The index includes stocks such as General Electric, Siemens and utilities such as National Grid PLC and General Cable, which contributed to a less volatile performance than some of the indices with a heavy bias towards younger renewable energy companies.

Biofuels dominate IPO market

First published in the Quoted Cleantech newsletter, July 2011. Copyright Cleantech Investor 2011

Biofuels have returned to favour in the US with two large IPOs in the second quarter of the year - bringing the total number of significant US biofuel IPOs since last April to five.

This year’s trio of biofuel IPOs follows on from two in 2010. Amyris raised $84.8 million last September and has seen its shares soar by 75% since then. Amyris focuses on speciality chemical and next generation transportation fuels using sugarcane as its primary feedstock. Shares in Codexis, listed in April 2010, haven’t fared so well, trade 24% below the issue price.

Fukushima boosts Cleantech

First published in the Quoted Cleantech newsletter, April 2011. Copyright Cleantech Investor 2011

The first quarter of 2011 saw many cleantech shares put on double-digit percentage gains. The best performances occurred in March, amid political concerns about the future for nuclear energy after the Fukushima plant accident in Japan and the high oil price resulting, in part, from the unrest in the Middle East.

Double digit gains for cleantech

First published in the Quoted Cleantech newsletter, January 2011. Copyright Cleantech Investor 2011

Cleantech shares enjoyed a bounce in December as the sector benefited from wider enthusiasm for stocks. Of the shares that we track, many saw double-digit gains during the month.

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