In Order To Be Viable, SunEdison's Strategy Must Deliver Operating Profit
- SunEdison’s scale demands heavy debt levels, which in return need operating profitability.
- Operating profit turnaround is a tipping point for viability of SunEdison’s strategy.
- Secondary equity sales are good for growth, but bad to pay for operating loss.
Does High Module Efficiency Make SunPower A Better Company?
- Despite one of the highest module efficiencies on the market, the company cannot be considered a business leader.
- Efficiency demands high average selling price, but returns only average benefit to gross margin.
- Investment thesis based on module efficiency is a wishing well story without facts in financial statements.
Canadian Solar And A Yieldco
- Earnings are only a part of the equation for the company engaged in creating a yield company.
- Investors should not focus on the transition leading to the yield, but the outcome of the yield.
- Despite the transition, Canadian is expected to outperform the industry in 2015.
Avoid Yingli Green Energy
- The company shows limited growth.
- Improvement on the balance sheet brings limited benefit.
- Operating expenses are not reduced effectively.
Chinese Solar Companies Offer Choices For Investment In 2015
- The growth in shipments presented by Chinese companies is in line with the demand growth for the industry in 2015, no overcapacity expected.
- Market conditions are manageable at the enterprise level- EU market to shrink, gap to be replaced by emerging markets.
- Healthy demand and yield vehicles support investment in Chinese companies.
Changing The Game: Canadian Solar's Acquisition Of Recurrent Energy
- Canadian Solar (CSIQ) reached a critical project mass to start a yield co.
- Japan, UK and China projects can be opted to replace Ontario’s “build and sell” model.
- Investment thesis becomes a home team experience for the US investors.
Canadian Solar's Japanese Project Portfolio And New Policy Changes
- Japan remains as a prime destination for solar for at least two to three years.
- New rules solve uncertainty and still offer opportunities.
- Canadian Solar's Japanese portfolio offers plenty of value to the company and investors.
Factoring Fear Into Canadian Solar Valuation
- 5 out of 6 analysts have an average target of $40 per share.
- False assumption and obvious errors are behind short-selling thesis.
- Investors should analyze each detail before acting in panic and trust financial statements.
JA Solar - A Great Company, But A Miserable Stock
- JA Solar is a leader in technology adoption.
- JA Solar's stock price has not improved with the industry's recovery.
- The company's market cap does not reflect its value.
Canadian Solar Remains The Most Undervalued Stock In The Chinese Solar Portfolio
- Exciting potential for earnings per share.
- Return potential up to $65 in a conservative view.
- Remains undiscovered by retail investors.
Chinese Solar Companies Deliver Record Volumes To Japan
- Poor market understanding of Japan's solar plant portfolio.
- Canadian Solar cash flows, experience and dominant place in Japan favors the company.
- New law enables financially stable entities to gain the most.
Strategy For 2014 Solar Portfolio: Consistent Value Generation, Pt. II
- Both, Canadian Solar and JinkoSolar, offer potential of double return.
- Current market is discounting solar stocks on first quarter slowdown perceptions.
- Canadian Solar revenue recognition is matter of time not credibility.
Strategy For 2014 Solar Portfolio: Looking For Undervalued Situations
- JA Solar operational improvements gone unnoticed by the market.
- Hanwha Solar's high margin rate is not reflected in the company's stock price.
- Both companies offer undervalued situation for solar investors.
- Hanwha SolarOne, A Forgotten Stepchild Of The Chinese Solar Boom
- JinkoSolar: A Rock Star Of The Solar Industry Is Born
- Canadian Solar Is Looking Strong In 2014
- Raising Expectations For Trina Solar's Third Quarter Results
- Q3 Profit Check For U.S.-Listed Chinese Solar Companies
- The EU Minimum Price Benefits Chinese Solar Companies
- Q2 Profitability Check For U.S.-Listed Chinese Solar Companies
- Chinese Solar Module Exports Show Record Growth During Q1 2013
- China's November Solar Shipments Add Concerns About Q4 Estimates
- Solar Industry And Burden Of Debt, Q1 2012 Edition
- U.S. Tariffs Are Non-Event, Says Largest Chinese Cell Maker JA Solar
- Hanwha SolarOne Posts Fifth Consecutive Quarter Of Declining Shipments
- Yingli Solar Ships Most Modules In Q1, Leads In Processing Costs
- SunPower Increases Quarterly Revenue, First Solar Sees Big Losses
- LDK Solar Takes $411.8 Million In Write-Downs In Q4
- Solar Industry And Burden Of Debt: A Q4 View
- U.S.-Listed Chinese Solar Companies Use Pricing To Fight Homegrown Rivals
- Solar Global View: Chinese Set To Lead In 2012 While New Markets Emerge
- The Aftermath Of Countervailing Duties Takes Priority Over Earnings Reports: American Equipment Makers May Lose The Most