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JA Solar Holdings, Co., Ltd. (JASO)

- NASDAQ
  • Jun. 26, 2012, 12:03 PM
    More on Goldman's downgrade of Yingli (YGE -5.3%):  Analyst Amy Song declares the ugly down-cycle faced by Yingli and other Chinese solar names to be the result of a "vicious circle" of government-supported expansion, international dumping, foreign tariffs, domestic dumping, and further expansion. Song doesn't see crashing polysilicon prices bottoming until late 2012/early 2013, and expects module prices to remain pressured in 2013. (LDK Solar)
    | Jun. 26, 2012, 12:03 PM | Comment!
  • Jun. 18, 2012, 4:08 PM
    Solar stocks finish higher (TAN +2.2%) on a good day for high-beta tech names. Helping their cause is the Japanese government's unveiling of a solar subsidy program that pays solar panel owners for electricity at a rate that's 3x the one charged for conventional power. Even if domestic suppliers take a large chunk of the resulting orders, the demand boost the program stands to provide could help stabilize diving solar cell and module prices.
    | Jun. 18, 2012, 4:08 PM | 2 Comments
  • Jun. 14, 2012, 5:15 PM
    Though JA Solar (JASO +13.4%) soared on news of its $100M stock buyback, Jefferies (Underperform) isn't convinced it's a bright idea. The firm observes the buyback amounts to nearly half of JA's market cap (currently $213.4M), and thinks the demand, margin, and payment issues facing solar vendors require them to "save every penny." And even if a company has excess cash, Jefferies considers it better spent on downstream (i.e. installation) projects, which remain profitable.
    | Jun. 14, 2012, 5:15 PM | 3 Comments
  • Jun. 14, 2012, 8:25 AM
    JA Solar (JASO) +18.3% premarket after announcing a $100M share repurchase program effective immediately.
    | Jun. 14, 2012, 8:25 AM | Comment!
  • Jun. 13, 2012, 4:55 AM
    The U.S. market for solar panels is likely to double this year, according to a new study, spurred by falling prices and supportive government policies; 3,300 megawatts of solar panels are likely to be installed in 2012. However, new tariffs on panels imported from China could contribute to slower growth in 2013.
    | Jun. 13, 2012, 4:55 AM | Comment!
  • Jun. 12, 2012, 2:57 PM
    JA Solar (JASO +6.7%), China's largest solar cell maker, says it may move production out of China to evade U.S. anti-dumping tariffs, CEO Peng Fang says in comments highlighting growing tensions between European and U.S. governments and the Chinese state over its aid for renewable energy companies.
    | Jun. 12, 2012, 2:57 PM | 1 Comment
  • Jun. 5, 2012, 9:40 AM
    More on JA Solar (JASO) Q1: Swings to net loss of $39.8M from a profit of $71.8M as revenue plunges 56% due to weak panel prices. Shipments -19% to 366 MW, but above JA Solar's March guidance of 320-350 MW.  Provisions for U.S. anti-dumping tariffs just $2.9M. For Q2, expects shipments of 420-440 MW. Shares +4.5%.
    | Jun. 5, 2012, 9:40 AM | Comment!
  • Jun. 5, 2012, 7:38 AM
    JA Solar Holdings (JASO): Q1 EPS of -$0.20 misses by $0.04. Revenue of $254M beats by $20M. Shares +14.6% premarket. (PR)
    | Jun. 5, 2012, 7:38 AM | Comment!
  • Jun. 1, 2012, 2:20 PM
    More bad news for Chinese solar firms who have just been hit with major U.S. tariffs. European banks, many of whom have troubles of their own, have reportedly started blacklisting Asian solar module vendors seeking funds from lending facilities, as have systems integrators. Weak Euro solar demand, macro troubles, and concerns about product quality are all said to be influencing the moves.
    | Jun. 1, 2012, 2:20 PM | Comment!
  • May 28, 2012, 3:32 PM
    Yingli Green Energy (YGE) is expected to post a $32.8M Q1 net loss on Wednesday, but is hardly the only solar company hurting as Europe cuts solar subsidies and the U.S. slaps tariffs on Chinese solar products. Says one analyst: "No one is expecting solars to make money this year, so the question is which company will make it through the next year or two. There has to be consolidation."
    | May 28, 2012, 3:32 PM | 1 Comment
  • May 11, 2012, 9:55 AM
    ReneSola (SOL +7.8%) shares surge as Q1 revenues at the Chinese maker of solar products fell at a slower-than-expected pace, thanks in part to demand from Europe, and the company said Q2 revenue would total at least $200M vs. $178M consensus. Some solar peers also move up: STP +3.1%, LDK +2.7%, TSL +2.7%, YGE +2.3%, JASO +1.5%.
    | May 11, 2012, 9:55 AM | Comment!
  • May 1, 2012, 9:10 AM
    Premarket gainers: PLXT +65%. PFCB +30%. NUVA +18%. CAR +14%. CETV +15%. VECO +13%. HUN +10%. YGE +8%. LYG +7%. SHLD +7%. CAKE +6%. TSL +6%. HTZ +6%. WFR +4%. ANF +4%. STP +4%. AKAM +4%. ARNA +4%. FSLR +3%. JASO +3%. CLWR +3%. PWER +3%.
    Losers: COP -22%. PBY -21%. IDTI -12%. VPHM -11%. NG -7%. DPZ -7%. WMS -6%. EMR -5%. XRAY -4%. NMR -4%. NZGA -3%. URI -3%. AVP -3%. ACI -3%.
    | May 1, 2012, 9:10 AM | Comment!
  • Apr. 16, 2012, 12:47 PM
    Canadian Solar (CSIQ +7.2%) has given back a chunk of the premarket gains it saw on a report CNOOC (CEO) is in talks to acquire the firm. Other Chinese solar names have given back most or all of their early gains: TSL -2.1%. YGE -2.9%. JASO +1.5%. HOKU +0.9%. Past remarks from the Chinese government have already led many to expect consolidation, and some fear a bit of M&A activity won't be enough to fix the solar industry's huge problems.
    | Apr. 16, 2012, 12:47 PM | Comment!
  • Apr. 16, 2012, 9:05 AM
    Premarket gainers: ECYT +114%. DRJ +30%. CSIQ +9%. SQNM +9%. LDK +7%. TSL +6%. RENN +4%. YGE +4%. STX +4%. JASO +4%. STP +4%. ANR +3%.
    Losers: PCO -47%. HALO -22%. SANG -5%. BAX -4%. MAT -4%. RBS -3%. VALE -3%.
    | Apr. 16, 2012, 9:05 AM | Comment!
  • Apr. 16, 2012, 8:12 AM
    Solar stocks run red hot after a report tips off that CNOOC plans to acquire Canadian Solar (CSIQ). Premarket advancers: CSIQ +20.4%, JASO +6.7%, TSL +7.5%, LDK +3.5%, YGE +7.6%.
    | Apr. 16, 2012, 8:12 AM | Comment!
  • Apr. 9, 2012, 1:04 PM
    A silver lining to the solar crisis is that the fall in panel prices should enable the sector to compete without government subsidies, writes Liam Denning in the WSJ. However, it won't necessarily be the pioneers that benefit, but companies such as GE with the "scale to compete on price and absorb the inevitable cyclical losses."
    | Apr. 9, 2012, 1:04 PM | 7 Comments
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Company Description
JA Solar Holdings Co ADR designs, manufactures and markets high-performance solar cells, which are made from specially processed silicon wafers.
Sector: Technology
Country: China