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 […]
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 […]
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 […]
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 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 […]
Solar + Storage is Close to an Inflection Point
Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain. Energy storage will greatly diminish these remaining problems, so solar + […]
SunPower shares are still very attractive
SunPower shares have been on a tear the last couple of years. Shares supported by significant competitive advantage, innovations, strong market growth and stable ASPs. The shares have sold off […]
No Second Solar Slump In Sight
For years, stocks of manufacturers of solar cells, modules and panels have been in the doldrums. Until a year and a half ago, there was a really spectacular and ongoing […]