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Entries Tagged as 'Solar sector'

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 […]

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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 […]

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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

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Tags: Solar sector · TSLA

Profit From The Solar Crash

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

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Tags: Solar sector · SPWR

Solar Stocks Are Misbehaving

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

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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 […]

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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 […]

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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 […]

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Tags: Solar sector

Solar And Oil Are Only Marginally Related

February 2nd, 2015 · Comments Off on Solar And Oil Are Only Marginally Related

The sell-off in solar stocks has accelerated in recent months, although there are few signs of any imminent slow down in the solar market. Most observers relate this sell-off to the fall in oil price. We investigate possible links between the oil price and solar stock performance and see little of substance. Solar And Oil […]

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Tags: Solar sector

The Coming Solar Capex Boom

August 28th, 2014 · Comments Off on The Coming Solar Capex Boom

Demand for solar energy keeps on rising briskly, after steep price falls. Prices have stabilized and companies recovered some of their profit margins. For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks. If capex doesn’t increase enough, prices could actually increase. The Coming Solar Capex Boom – […]

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Tags: Solar sector