SunPower Concentrates On Its Core Competencies… We Applaud
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 […]
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 […]
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 […]
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 […]
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 […]