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Written by Eben Esterhuizen
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Thursday, 08 March 2007 |
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As I pointed out in a previous note on Solarfun (SOLF - Last trade $12.78), it would have been wise to wait until the company's earnings results before jumping on board. The company's biggest market is Germany, and we have started seeing evidence of slowing solar demand in the country impact the earnings of other solar plays. |
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Last Updated ( Tuesday, 20 March 2007 )
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Written by Eben Esterhuizen
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Friday, 02 March 2007 |
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As I pointed out in the note on Canadian Solar (CSIQ), U.S. listed photovoltaic (PV) companies based in China are experiencing a significant sell-off after the Shanghai Composite index tumbled 9% on February 27. I feel that the drop in China-based solar stocks has been exaggerated, creating some buying opportunities. The fate of China-based PV companies is not directly tied to the economic future of China, given that the bulk of their sales come from Europe and the U.S.
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Last Updated ( Tuesday, 20 March 2007 )
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Written by Eben Esterhuizen
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Wednesday, 28 February 2007 |
U.S. listed photovoltaic (PV) companies based in China are experiencing a significant sell-off after the Shanghai Composite index tumbled 9% on February 27. Many analysts believe that the (seemingly unjustified) drop in these shares has brought valuations back to attractive levels, creating a buying opportunity. They point out that the fate of China-based PV companies is not directly tied to the economic future of China. The bulk of sales of China-based PV manufacturers (>80%) are to Europe and the U.S.
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Last Updated ( Wednesday, 06 June 2007 )
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Written by Eben Esterhuizen
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Wednesday, 28 February 2007 |
Solid opportunities to invest in the solar boom exist, but many investors are starting to worry about the high valuation of stocks in the solar industry. Many feel that the worldwide silicon shortage is a major threat to solar's growth, but the silicon shortage is leading to a pickup in M&A activity in order to achieve economies of scale. M&A expectations and increased investment demand for ethical investments are pushing valuations higher, making some investors nervous about a potential solar bubble.
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Last Updated ( Tuesday, 01 May 2007 )
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Written by Eben Esterhuizen
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Wednesday, 28 February 2007 |
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U.S. solar stocks have kicked off 2007 in grand style, averaging a 10% gain over the 6-week period, way ahead of the more diversified renewable ETFs (gaining 2.75%). Despite these strong gains, there are a few bad apples dragging down the performance of the group. If it were not for Distributed Energy Systems (DESC), DayStar Technologies (DSTI), Emcore (EMKR) and Energy Conversion Devices (ENER), U.S. solar stocks would have gained 22% over the last 6-week period. |
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Last Updated ( Tuesday, 20 March 2007 )
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