Items Tagged With STP

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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WFR and STP: A Winning Combination?
Written By: Eben Esterhuizen
2007-07-30 02:00:56

Photo:Lutor44, Creative Commons, Flickr
The management of SunTech (STP – Last trade $39.48) has demonstrated great ability to negotiate long term polysilicon supply agreements. It has now become obvious that one of the company’s primary goals is to secure long term supply contracts. During the company’s 1Q07 conference call, the CEO said that the company expected supply from long term contracts to hit 45% to 50% during 2Q07, compared to 28% in 1Q07.

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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 The Chinese Bubble Burn Solar Investors?
Written By: Eben Esterhuizen
2007-05-24 20:18:37
There's a new Chinese solar stock in town, with Nanjing-based China Sunergy (CSUN - Last trade $13.71) rising 51% on its first trading day on May 17. And there is more to come: China-based LDK Solar and Yingli Green Energy will also make their debuts on the New York Stock Exchange during the next few weeks.

Investing in a Chinese solar company allows you to kill two birds with one stone: you can ride the clean-tech wave and access the growth in China's economy. But if you want to buy a Chinese solar company, brace yourself for the Chinese asset bubble.

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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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