Items Tagged With CSIQ

SOLF - Cheap Chinese Takeaway
Written By: Eben Esterhuizen
2007-03-02 03:26:26

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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U.S. Solar vs. Chinese Solar
Written By: Eben Esterhuizen
2007-09-14 01:54:08
Yesterday, the World Bank said that China has the capacity to absorb the impact of the recent international financial market turmoil if it spreads to its robust economy. "Even if the financial crisis brings about a global economic slowdown, it will help China to adjust its pace of economic development," said Louis Kuijs, senior economist for World Bank's China office. Will Chinese solar stocks benefit from this momentum?

Photo:d'n'c', Creative Commons, Flickr

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Will Higher Volatility Leave Solar Stocks In the Shade?
Written By: Eben Esterhuizen
2007-06-13 23:34:35
It has been a crazy week in stock markets, with U.S. yields pushing higher and stocks trading sharply lower. The Fed's Geithner feels that volatility in U.S. Treasuries, at the highest in almost two years, may be returning to "normal." What's going on here, and how can solar investors position themselves for higher volatility?

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Will Vegans Buy Chinese Solar?
Written By: Eben Esterhuizen
2007-11-03 10:58:15

Photo:lynnieb, Creative Commons, Flickr
Is the solar industry about to sell its soul? The emerging consensus is that solar is a commodity, and the only thing that matters is cost per watt. The quicker the industry can reduce costs, the quicker solar technology can be introduced to the masses, and the more valuable your solar investments become. But how far is the solar industry willing to go to reduce costs and maximize profitability?

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