Tag Archives: ldk
Solar Stocks: Is the Bottom In?
Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar companies like Q-Cells, Solar Millenium, and Solon, which used to be amongst the 10 biggest ones have gone bankrupt. In fact most of the German solar companies have either [...]
Solar Polysilicon Capacity Expansion Slows Significantly
Polysilicon capacity has almost grown by 10x in the last 5-6 years as massive demand growth from solar panels made suppliers add capacity without thinking about future sustainability. OCI and GCL Poly which had no polysilicon capacity till 4-5 years ago added almost a hundred thousands tons of polysilicon capacity to become the top 2 [...]
Will Solar Stocks Make A Comeback?
With fundamental issues in the solar industry, including oversupply and consolidation, solar stocks are likely to remain at record lows through the end of 2012 and into 2013. Recent news announcements about the US Commerce Department duties on Chinese solar panel manufacturers will likely have short-term negative impacts on Chinese solar stocks, said Adam Krop, [...]
Which Chinese Solar Companies Will Survive the Industry Shakeout?
With the suspension of China’s first-ever polysilicon production line (built by Dongfang Electric in Sichuan province), China’s polysilicon industry is facing its biggest challenge since its founding, with 80 percent of manufacturers now closing operations. Of over 40 poly manufacturers in China, only six or seven are still in operation due to the plunging price [...]
Outlook: 2012 Chinese Solar Industry
The Chinese solar industry will achieve unprecedented growth in 2012, adding more than 2.8 GW. The strong growth of Chinese solar in 2012 is due to both the 12th Five Year Plan for Renewable Energy Development (2011-2015) and their feed-in tariffs (FiTs). In February, China’s Ministry of Industry and Information Technology posted a plan that [...]
Hot Solar Stocks to Keep an Eye On $LDK $STP $CSIQ $TSL
( click to enlarge ) JinkoSolar Holding Co., Ltd. (NYSE:JKS) had a strong bounce off its ascending 50 day moving average today, as did most of the stocks in its sector. JKS looks like it wants to make a move. If the stock can break today’s high, we should see a strong upside move. You [...]
Solar Stocks to Watch this Week
In the watchlist posted on Thursday, I had posted the chart of JinkoSolar Holding Co., Ltd. (NYSE:JKS) and commented “The volume picked up today and it may be starting a rally. The daily chart shows a doji candle after a few down days, which is sometimes a reversal signal.” Well, the following technical chart above [...]
Solar Stocks Move Higher
Solar stocks have been on an impressive run with the Guggenheim Solar ETF, which consists of approximately 25 stocks selected based on the relative importance of solar power within the Company’s business model, up roughly 19 percent in the month of January. Aaron Chew, a Maxim Group LLC analyst in New York recently told Bloomberg [...]
Blame The Germans: Solar Stocks Nosedive
After installing a record 7.5 gigawatts of solar last year in Germany, almost twice the target, the government announced it would cut solar feed-in payments once again to reduce skyrocketing costs. Although the news was widely expected, solar stocks dived on the world markets, also once again. Representatives of Germany’s solar industry met with government officials to find ways to address [...]