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 […]
Solar Grid parity is near, China embarking on massive expansion, shake-out in the industry is favouring the strongest players, with the lowest cost panels and healthiest balance sheets, like TSL..
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
What’s the matter?
After all that talk of drastic subsidy cuts in Italy brought the sector down, now we have a couple of nice surprises..
The only top level solar which is gaining market share. We couldn’t have said it better ourselves..
Looks like it, but it remains to be seen how serious this is. We’ve been here before..
Good metrics, what’s not to like? Q4 EPS of Trina actually exceeded those of First Solar, whose stock price is more than five times as high..