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Why Solar ETFs Are RallyingTom Lydon • Wed, Feb 13 -
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Cleantech Investing: 2013 PredictionsGreentech Media • Thu, Dec 27, 2012
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Why Solar ETFs Are RallyingTom Lydon • Wed, Feb 13
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Cleantech Investing: 2013 PredictionsGreentech Media • Thu, Dec 27, 2012
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There are no Transcripts on KWT.
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at MarketWatch.com (Sep 5, 2012)
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at CNBC.com (Nov 11, 2011)
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at MarketWatch.com (Mar 14, 2011)
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at MarketWatch.com (Dec 31, 2010)
KWT vs. ETF Alternatives
KWT Description
Market Vectors Solar Energy ETF (the “Fund”) seeks to replicate as closely as possible, before fees and expenses, the price and
yield performance of the Market Vectors Global Solar Energy Index (the “Index”).
See more details on sponsor's website
See more details on sponsor's website
Sector: Technology
Country: United States
Key Info
- In Your Portfolio: Energy ETFs, Green and Alternative Energy ETFs
- Asset Class Performance: Themes & Subsectors, Sectors
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Monday, May 20, 10:45 AM JA Solar (JASO +34.4%) is now skying higher following its Q1 beat and full-year shipment guidance reiteration, and is providing fresh fuel for the colossal solar stock rally that started last fall (TAN +4.4%). TSL +13.3%. DQ +20%. LDK +9.9%. JKS +10.3%. SCTY +11.6%. SOL +9.4%. CSUN +8.9%. SPWR +4.9%. ASTI +9.4%. YGE +8.4%. CSIQ +6.6%. The fact 38% of JA's Q1 module shipments went to Japan (a market with higher ASPs/margins than China) is likely going over well with investors. 6 Comments [Tech, On the Move, Earnings]
- Wednesday, May 15, 2:14 PM Solar stocks continue to surge (TAN +4.6%) following SunPower's strong analyst day guidance. A few more winners: DQ +19.8%. SCTY +4.3%. JASO +9.2%. CSUN +7.9%. YGE +6.8%. Chinese solar names could also be getting a lift from news bankrupt Suntech (STP +9.7%) has reached a new forbearance agreement with a majority of its convertible debtholders, under which the debtholders agree not to exercise their rights until June 28. Also: LDK (LDK +8%) has filed its 2012 20-F. (yesterday) (Monday) 2 Comments [Tech, On the Move]
- Monday, May 13, 11:27 AM SolarCity (SCTY +18.6%) is skyrocketing ahead of today's Q1 report - does someone know something? - and many other solar peers are also doing pretty well (TAN +4.5%). SOL +9.8%. CSIQ +11.6%. WFR +8%. LDK +9.3%. JASO +5.4%. SPWR +4.8%. FSLR +4.5%. GTAT +5.2%. JKS +7.9%. Short interests for many industry names remain sky-high: SolarCity had 16.6% of its float shorted as of April 30. SunPower was at 29.9%, First Solar 33.4%, and GT Advanced 34.8%. 4 Comments [Tech, On the Move]
- Friday, May 10, 12:29 PM Volatile/well-shorted solar stocks are ripping higher (TAN +5.4%) to close out a week in which the EU imposed long-expected tariffs on Chinese solar panel imports. TSL +10%. CSIQ +16.1%. STP +9.1%. SCTY +8.6%. SOL +8.3%. JASO +7.5%. FSLR +4.6%. JKS +9.4%. LDK +3.4%. SPWR +7.8% A Reuters column today notes the pace of module price declines is expected to slow, as weaker players are forced out and U.S./emerging markets demand gradually soaks up excess capacity. 4 Comments [Tech, On the Move]
- Tuesday, May 7, 10:43 AM Solar stocks head south (TAN -3.3%) in sympathy with First Solar, which is giving back some of this year's huge gains in response to a Q1 miss, a margin drop, and pipeline visibility concerns. SCTY -8.1%. LDK -6.2%. JASO -5.9%. SPWR -4.8%. CSIQ -4.3%. WFR -3.8%. YGE -3.5%. TSL -3.4%. GAT -3.1%. JKS -6.2%. The declines come a few days after a rally triggered by SunPower's strong Q1. Comment! [Tech, On the Move]
- Thursday, May 2, 4:37 PM Solar stocks spiked in the final hour of trading (TAN +2.3%) after SunPower's blowout Q1 results were leaked. LDK +8%. JKS +9.5%. JASO +11%. TSL +7.5%. WFR +3.6%. DQ +4.6%. YGE +3.7%. FSLR +1.4% after spending most of the day in negative territory. 2 Comments [Tech, On the Move]
- Wednesday, April 24, 12:59 PM First Solar (FSLR +12.9%) and other solar stocks (TAN +3%) are sharply higher, apparently related to news the MLP Parity Act is being re-introduced today in the House and Senate - a bill that's not likely to even pass and is not a game changer. JKS +12.1%, SPWR +10.7%, STP +11.4%, LDK +9.6%. Comment! [Tech, Energy, On the Move]
- Monday, April 15, 12:49 PM Disappointing Chinese GDP data helps fuel a rout in solar stocks (TAN -3.8%). A broader selloff in risk assets isn't helping either. Suntech (STP -21.1%) is the biggest loser, as the Buffett rumor rally officially comes to an end. JASO -11.8%. LDK -10.7%. YGE -8%. WFR -7.9%. GTAT -5.9%. SOL -8.2%. TSL -6.9%. SPWR -5.1%. JKS -8.5%. DQ -5.2%. YGE -8%. Comment! [Tech, On the Move]
- Wednesday, April 10, 12:38 PM Many solar stocks are giving back some of yesterday's monumental First Solar-driven gains. A weak Q4 report from JinkoSolar (JKS -5%) is a likely factor: in addition to soundly missing estimates, Jinko reported a gross margin of just 3.8% (-200 bps Q/Q and +820 bps Y/Y), and guided for Q1 module shipments to fall to 270MW-300MW from Q4's 301.9MW. YGE -7.4%. SOL -6.2%. LSK -4.5%. CSUN -2%. LDK -4.5%. TSL -1.6%. SunPower (SPWR -2.7%) is lower in spite of receiving an upgrade to Buy from S&P. Comment! [Tech, On the Move]
- Tuesday, April 9, 1:41 PM First Solar (FSLR +23.8%) guides on its analyst day for 2013 revenue of $3.8B-$4B and EPS of $4-$4.50, far above a consensus of $3.15B and $3.46. Shares have spiked higher on the news, and were shortly halted due to volatility. Other solar names are also surging: SPWR +9.8%. TSL +8.7%. DQ +12.3%. STP +36.1%. LDK +15%. JKS +15.4%. WFR +7.5%. JASO +6.6%. (previous) Update (1:56): First Solar shares are now up 48.2%, and have been halted again. CNNMoney's Paul R. La Monica notes over 1/3 of the float is shorted. "Can you say squeeze?" 9 Comments [Tech, On the Move, Earnings, Breaking News, Top Stories]
- Monday, April 8, 10:07 AM First Solar (FSLR +1.8%) and sales chief James Brown have "mutually agreed" Brown should no longer work for the company. The disclosure, which comes in advance of tomorrow's analyst day, doesn't seem to be bothering investors much, as First Solar joins a broader rally in solar names (TAN +1.3%) in the wake of Trina's upbeat comments about industry capacity and Chinese demand. JKS +8.2%. CSUN +8.4%. YGE +4%. SOL +4.7%. SPWR +2.4%. SCTY +1.9%. DQ +6.3%. CSIQ +2.6%. JASO +2.3%. 3 Comments [Tech, On the Move]
- Friday, April 5, 2:30 PM Top German utilities EON and RWE are set to significantly pare back their alternative energy spending, actions bound to further weaken demand in a top solar market that has already been hurt by subsidy cuts. EON plans to lower its clean-energy investments to less than €1B in 2015 from €1.79B in 2012, and RWE plans to cut its annual renewable energy spending by roughly half over the next two years to €500M. Comment! [Tech]
- Monday, April 1, 2:00 PM Disappointing Q4 results from Daqo (DQ -9.8%), together with a general decline in risk assets, fuels a rout in solar names. YGE -7.9%. SOL -7.3%. JKS -5.4%. GTAT -4.1%. CSIQ -4.9%. SPWR -2.8%. WFR -2.5%. Daqo's Q4 revenue of $6.2M represented a 77% Y/Y drop, and was well below the $14.5M forecast by the one analyst providing estimates. Gross margin was -178.5% (no typo), a little worse than Q3's -51.1%. Polysilicon output is expected to total 720 MT in Q1, up from Q4's 592 MT. Comment! [Tech, Earnings, On the Move]
- Monday, March 25, 12:36 PM Solar stocks slump after JA Solar misses Q4 EPS estimates (while beating revenue estimates) thanks to a -4.6% gross margin, and forecasts a major Q/Q shipment drop. TSL -13.3%. YGE -11.1%. SOL -5.7%. LDK -4.1%. CSIQ -4.4%. JKS -3.1%. FSLR -2.6%. SPWR -2.8%. Comment! [Tech, On the Move]
- Thursday, March 21, 9:19 AM A Wuxi, China court has "formally accepted" an insolvency petition for Wuxi Suntech, Suntech's (STP) main Chinese manufacturing unit. An admin committee has been appointed to handle the restructuring, and Wuxi Suntech will continue making solar cells/modules in the interim. Bankruptcy proceedings haven't yet started for Suntech proper. (yesterday) Comment! [Tech]
- Tuesday, March 19, 12:18 PM The Chinese government might restructure its solar subsidies to abolish one-time subsidies in lieu of feed-in tariffs, favor smaller projects, and promote construction in areas with power shortages, says an industry official. The remarks follow media reports of pending feed-in tariff cuts, and dovetail with new Premier Li Keqiang's push to introduce a fresh round of market reforms. "The wave of solar industry consolidation that’s hit Europe and the U.S. is coming to China," says industry observer Nathanael Greene. Comment! [Tech]
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Michael Clark: Must be. Did you notice VVUS dropped 10% last night. Another one of my shorts from yesterday.
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Michael Clark: Must be. Did you notice VVUS dropped 10% last night. Another one of my shorts from yesterday.
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Bob de'Long: :-) If you don't have an oil well, get one. There is no alterative to oil. -
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Dr. Kris: I like alt energies on the micro-scale: solar panels to heat the pool, wind to grind the grain, Mr. Fusion to power the DeLorean, etc.
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1980XLS-2.0: In the context you describe, it can be useful and viable. I agree.
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Windsun33: And I think that the "green" Obama touted stocks will continue to fall for a while, even if market goes up. -