shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

Entries Tagged as 'FSLR'

First Solar: What Moved It Higher?

November 1st, 2017 · Comments Off on First Solar: What Moved It Higher?

The Q3 figures from First Solar were very well received. At first sight, it was a little difficult to perceive what exactly caused the shareholder enthusiasm. Yes, there was a big quarterly beat, but quarter to quarter business is volatile and the yearly outlook didn’t change all that much. We delve into this and will […]

[Read more →]

Tags: FSLR

SHU Portfolio: What To Buy Next

October 30th, 2017 · Comments Off on SHU Portfolio: What To Buy Next

Here are two stocks with catalysts. First Solar is likely to benefit from possible protectionism in its home market as a result of the Suniva/Solarworld case. Finisar is benefiting from 3D sensors and is well positioned for a Chinese demand recovery. Source: SHU Portfolio: What To Buy Next – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha

[Read more →]

Tags: FNSR · FSLR · SHU Portfolio

SHU Portfolio: About That $110 Price Target For First Solar From Deutsche Bank

October 13th, 2017 · Comments Off on SHU Portfolio: About That $110 Price Target For First Solar From Deutsche Bank

First Solar would be the main beneficiary from the implementation of US tariffs. With the biggest hurdle seemingly out of the way for those tariffs, buying the stock seemed almost like a no-brainer. However, the situation is a little more complex than this, as we will explain. Source: SHU Portfolio: About That $110 Price Target […]

[Read more →]

Tags: FSLR · SHU Portfolio

SHU Portfolio; FSLR, An Interesting Risk/Reward Situation

October 12th, 2017 · Comments Off on SHU Portfolio; FSLR, An Interesting Risk/Reward Situation

The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. First Solar will be a beneficiary from US tariffs, but won’t be able to entirely escape any consequences from any lower Chinese feed-in tariff. Source: […]

[Read more →]

Tags: FSLR · SHU Portfolio

SHU Portfolio; FSLR, An Interesting Risk/Reward Situation

October 5th, 2017 · Comments Off on SHU Portfolio; FSLR, An Interesting Risk/Reward Situation

The solar market is booming this year, it might even reach 100GW of worldwide installations. However, possible tariff changes in the US and China might dent the perspectives next year. First Solar will be a beneficiary from US tariffs, but won’t be able to entirely escape any consequences from any lower Chinese feed-in tariff. Source: […]

[Read more →]

Tags: FSLR

Haircut in First Solar seems a bit silly + Notes from the conference call

October 29th, 2009 · Comments Off on Haircut in First Solar seems a bit silly + Notes from the conference call

More of a timing issue..

[Read more →]

Tags: Alternative energy · FSLR · Solar sector