shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries Tagged as 'Solar sector'

SunPower Concentrates On Its Core Competencies… We Applaud

August 9th, 2018 · No Comments

Finally SunPower is actually choosing its markets according to its core competencies, those in efficient panels. As a result, the company is exiting a number of markets and selling three businesses. We applaud this move. This should lead to significant improvements, even if the financial contours of these are not very clear yet. Source: SunPower […]

[Read more →]

Tags: SPWR

SunPower Is In A Mess Of Its Own Making

November 14th, 2017 · Comments Off on SunPower Is In A Mess Of Its Own Making

The solar market has been pretty good of late, with unusually stable ASPs and booming demand. Yet SunPower isn’t able to produce a profit under these benign conditions, even if its finances are improving, and its capacity will be tapped out in Q4. We worry that if it is not making it in this market, […]

[Read more →]

Tags: SPWR

China’s Continued Solar Explosion

July 30th, 2017 · Comments Off on China’s Continued Solar Explosion

2017 was supposed to be a transition year in which solar installation growth was going to take a breather. For various reasons the three biggest solar markets would see stagnation at best, or possible declines, putting pressure on ASPs, margins and trade relations. However, the Chinese market keeps on growing, already closing in on its […]

[Read more →]

Tags: Solar sector

How Deep Will The Solar Crash Be?

January 18th, 2017 · Comments Off on How Deep Will The Solar Crash Be?

Spot prices in solar panels have moved sharply downwards. Once again, this is causing widespread damage in the industry. We do a little survey of the market and the condition of some solar panel producers. There are a few companies which are less pessimistic and others which are well equipped to withstand the downturn. How […]

[Read more →]

Tags: Solar sector

Community Solar Could Pressure Solar Installers, Tesla And SunPower

November 26th, 2016 · Comments Off on Community Solar Could Pressure Solar Installers, Tesla And SunPower

[Read more →]

Tags: Solar sector · TSLA

Profit From The Solar Crash

November 12th, 2016 · Comments Off on Profit From The Solar Crash

[Read more →]

Tags: Solar sector · SPWR

Solar Stocks Are Misbehaving

August 20th, 2016 · Comments Off on Solar Stocks Are Misbehaving

[Read more →]

Tags: Solar sector

Secular Profit Rise, Cyclical Profit Downturn

June 19th, 2016 · Comments Off on Secular Profit Rise, Cyclical Profit Downturn

There has been a substantial shift of income from wages to profits. This has been an important part of secular stagnation and has been a drag on economic growth. Cyclical forces are now consipring to reverse at least some of this, which is good news for the economy, but less so for investors. Secular Profit […]

[Read more →]

Tags: Solar sector

JinkoSolar Versus The Market – JinkoSolar Holding Co., Ltd. (NYSE:JKS) | Seeking Alpha

January 6th, 2016 · Comments Off on JinkoSolar Versus The Market – JinkoSolar Holding Co., Ltd. (NYSE:JKS) | Seeking Alpha

JinkoSolar stock price has been crushed as if fundamentals are deteriorating rapidly. Yet there is little sign of that happening. Top and bottom line beats, increased guidance by 20%, Jinko is solidly delivering and is likelyto do so forthe foreseeable future. While general market conditions are difficult and the stock is traditionally very volatile, we […]

[Read more →]

Tags: JKS · Solar sector

Can Utilities Sink The Solar Market?

March 18th, 2015 · Comments Off on Can Utilities Sink The Solar Market?

The solar market, like oil, is finely balanced and relatively small disturbances can lead to significant price swings. With the backdrop of lower LNG prices in Asia and utilities, especially in Japan, fighting solar energy, the risks have increased for solar stocks. Longer term, the advancement of solar looks certain and solar stocks have already […]

[Read more →]

Tags: Solar sector