Tag Archives: analyst
The Philippines Passes Renewable Energy FiT
In a historic day for renewable energy in The Philippines, the country approved a feed-in tariff (FiT) that convers small hydro, biomass, wind, and solar. It postponed including ocean energy for further study. The government previously announced the FiT for geothermal separately, in what it calls a “geothermal crash program.” It raised the rates to provide incentives to [...]
Dear Analysts At Piper Jaffray Who Cover LDK Solar
Dear Analysts at Piper Jaffray, Normally, I mock sell-side analysts by pointing out all the times they get it wrong. Which is a relatively easy thing to do given their propensity to be a rather excellent contrarian indicator. In fact, before Mr. Diamond stepped down at Barclay’s the other day over that little LIBOR mess [...]
Review of Recent Analyst Calls in Solar Sector $TSL, $STP, $LDK, $YGE
There have been a few analyst calls in the past couple days I want to review here, mostly in the solar space. Upgrades/Bullish Yesterday, Trina Solar (TSL) was added to Morgan Stanley’s LongResearch Tactical Idea list and initiated with a Buy over at Soleil,saying the firm has one of the strongest balance sheets in theindustry. [...]
JA Solar announces key takeaways from Valencia analyst day
JA Solar Holdings Co. Ltd, a leading manufacturer of high-performancesolar power products, hosted an Analyst Day event during the 25th PVSECExpo on Sept.7, 2010 in Valencia, Spain. Dr. Peng Fang, CEO, Ms.Anthea Chung, CFO, and Mr. Ming Yang, VP of Business Development andCorporate Communications spoke at the event, and outlined JA Solar’srecent accomplishments and future [...]
Analyst Reaction to First Solar Earnings $FSLR
Lots ofanalyst reaction to First Solar (FSLR) earnings last night. Here’s the run down with a hattip to StreetInsider for the analyst commentary. Buy Ratings Brigantine Advisors reiterates its Buy rating and raises the price target from $144 to $150. “Investor sentimentin the solar sector has been weak for much of this year, and we [...]
Recap of Applied Materials 2010 Analyst and Investors Meeting $AMAT
It has been a busy week for Applied Materials. We held 2010Investors and Analyst meeting in New York City with over 100 attendeesfrom around the country and online on Tuesday. The meeting focused onall four of Applied’s major business groups: Silicon Systems Group,Applied Global Services, Display Group and Energy and Environmental. During the meeting we [...]
China Presses The Go Button for Solar
When China announced its 12th Five Year Plan last year, it made some bold goals in sustainable energy: cutting energy intensity by 16%, carbon intensity by 17% and boosting non-fossil fuel sources to 11.4% of primary fuel consumption. Nearly one year on and there has been significant progress. China is well on the way to [...]