- Solar stocks are bouncing back strongly today following last Thursday's SolarCity-led selloff. Though there's no major news trigger for today's gains, industry sentiment has been increasingly positive thanks to good earnings news, optimism about 2014 demand, and signs government support remains healthy.
- China has lifted its 2014 solar installation target to 12GW from 10GW, albeit while keeping its 2015 cumulative installation target intact at 35GW. Meanwhile, Solarbuzz is predicting long-struggling Europe will stabilize in 1H14, and return to growth in 2H14. Germany and the U.K. are expected to account for half of regional demand.
- JA Solar (JASO +10.1%), which has announced a new 70MW module supply deal, is among today's big winners. Others: JKS +10.5%. FSLR +4.2%. SCTY +6.7%. TSL +7.9%. ENPH +5%. YGE +6.7%. CSUN +8.8%. STRI +7.3%.