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Sneha Shah  

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  • TerraForm Power - A Great Mix Of Growth And Yield [View article]
    @Danielvincer, Terraform is a spin off of the world's largest renewable energy provider, and thus has quality projects from its sponsor. The projects' duration is generally 15-20 years, with creditworthy parties having good rating and providing sustainable cash flows.
    Jul 28, 2015. 09:06 AM | Likes Like |Link to Comment
  • TerraForm Power - A Great Mix Of Growth And Yield [View article]
    @Rienk The company is taking on more and more debt to finance its business. The company will first use its revenues to pay off debt. The debt will increase as TERP is expanding currently. The company already has so many projects, plus some of them are still there in warehouse. Hence its natural for the debts to increase. And yes you are correct they subtract the interest portion before arriving to the profit, that they distribute as CAFD.
    Jul 28, 2015. 07:00 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    The wind industry has mostly matured now. Compared to that solar industry is still in a developing phase. There is a lot of scope of technology development, declining costs etc. Hence, solar companies like CSIQ, JKS have better prospects for growth.
    Jul 25, 2015. 06:08 AM | Likes Like |Link to Comment
  • SunEdison Moves To A Higher Growth Curve Through Its New Acquisition Strategy [View article]
    SunEdison has been successful so far in raising capital from outside. Its yieldco Terraform Power is also accumulating funds to buy the projects from SUNE. SunEdison is thus also leveraging from TERP to fund its acquisitions. It is the largest installer in the utility/ commercial space. Further with the acquisition of Vivint Solar, it will be able to capture a significant portion of the residential market as well. VSLR is expected to contribute 28% of SUNE's 2016 revenue.
    Jul 21, 2015. 08:23 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @ Moose, That is always the risk when investing in emerging markets
    Jul 21, 2015. 08:06 AM | Likes Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @ecofreedom MY was ranked 8th in the top ten wind turbines OEMs globally up from 9th last year, with companies like Vestas, Gamesa, GE, Siemens, Suzlon etc. It is a major wind turbine producer in China and contributed a majority 60% of the total installations in China the last year, which is the largest wind market globally and is looking at increasing its wind installations aggressively.
    Jul 19, 2015. 06:15 AM | 1 Like Like |Link to Comment
  • China Ming Yang Is Set To Capitalize On The Growth Of The Wind Energy Market [View article]
    @Mathias REnergy was amongst the largest suppliers of components to MY. Yes it is a related company to MY but in my view, it is a good move since the acquisition will bring down the costs and also improve MY’s product quality and reliability. The transaction which was fully approved by the Audit Committee of the Board, will also put an end to the related party transactions between the two entities. The purchase consideration consisted of $149 million of which $48 million was in cash and the remaining consisted of ordinary shares which were issued at a premium to the ADRs of MY.
    Jul 19, 2015. 06:15 AM | Likes Like |Link to Comment
  • 8point3 Could Suffer From Having 2 Sponsors [View article]
    I am not happy with the type of the projects in CAFD's portfolio presently. The yieldco needs more high return projects from its sponsors, otherwise it might lose the game. TERP is gaining new heights, just on the strength of the projects it acquires from SunEdison. It is also actively looking at acquiring projects from third parties.
    Jul 19, 2015. 05:37 AM | Likes Like |Link to Comment
  • ReneSola: Too Many Frequent Changes In Strategy [View article]
    I agree with you soosan921, but the company has been too frequently changing its focus. Given the massive debt that the company has, I think it can be difficult for the company to succeed.
    Jul 8, 2015. 10:49 PM | Likes Like |Link to Comment
  • Daqo: Decent Results But Doubtful Sustainability [View article]
    GCL Poly is one of the lowest cost manufacturers of both poly and wafers, due to its massive scale and production base in China.
    Jun 29, 2015. 10:07 AM | Likes Like |Link to Comment
  • ReneSola: Too Many Frequent Changes In Strategy [View article]
    SOL has been shifting its focus from time to time. As mentioned above, the company moved from poly and wafer business into manufacturing of cells and modules. ReneSola is also scaling down its OEM model and will concentrate on downstream project business as its main business activity. The projects are all mainly based in Europe which is in its worst downturn, not to forget that project business is highly competitive and has many successful bigger players having the experience and technical know-how to play their game well.
    Jun 29, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Nestle - Use The Temporary 'Maggi' Weakness To Buy This Nutrition Giant [View article]
    Nestle is an excellent company and has been present in India since 1956. The company slowly expanded in India and constructed its seventh manufacturing facility in 2006. Since the year 2000, Nestle has been launching new products in India like Ultra Heat Treated (UHT) liquid milk, Nestle Pure Life bottled water, another water brand-San Pellegrino, iced tea, Nesvita Pro-Heart Milk, NESTLE NAN 3, MAGGI PICHKOO Tomato Ketchup, MAGGI Bhuna Masala, Kitkat Mini and Nestle Bar One Mini etc. So it has been introducing new products in India as well. Yes as i mentioned in the article, it will take some time for the company to build up customer confidence, but food contamination is a common issue in countries like India. The company has a strong brand name and good dividend paying history and this temporary decline should be a good time to build some position in the stock.
    Jun 29, 2015. 08:08 AM | Likes Like |Link to Comment
  • Cloud Peak Energy - Why You Should Pick This Coal Stock [View article]
    Thermal coal is used for electricity generation in power plants. I agree with your point on transportation but still it does not make it a non viable proposition. India's imports of thermal and coking coal increased by 31% in February from a year ago in 2014. Also India’s new modern coal plants are reducing sulphur dioxide and other nitrogen gases and particulates to reduce CO2 emissions by nearly 40%.
    Jun 10, 2015. 01:38 AM | Likes Like |Link to Comment
  • JA Solar Reports Aveage Quarter, But Has Strong Growth Potential - Stock Could Double [View article]
    The CEO of the company has taken advantage of the low valuation of the company and made an offer which does no justice to the company’s worth. If the stock was listed on the HK or other Chinese stock exchange, it would not be trading at such low valuations. In my opinion the offer is really undervalued and the company should make a pass.
    Jun 9, 2015. 11:41 PM | Likes Like |Link to Comment
  • How To Invest In The Indian Bull Market - Part 3 [View article]
    yes, foreign investors can directly invest in the Indian stock markets as far as I know
    Jun 8, 2015. 09:43 AM | Likes Like |Link to Comment
COMMENTS STATS
366 Comments
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