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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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China's Huge Wind Market Feeling Growth PainsGreentech Media • Thu, Dec 6, 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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China's Huge Wind Market Feeling Growth PainsGreentech Media • Thu, Dec 6, 2012
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]
- 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 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]
- Friday, November 16, 2012, 10:23 AM The solar industry's bad earnings news won't let up. Yingli (YGE -8.3%) is the latest culprit, warning it expects to report a 17% Q/Q drop for Q3 module shipments on Nov. 28, something that doubtlessly means Yingli's prior guidance for a 31%-37% Y/Y increase in 2012 shipments won't hold. Gross margin is expected to total just 0%-1% if one doesn't include the reversal of a provision related to the ITC's anti-dumping duties, and -22% to -24% if one does. Solar stocks are selling off again (TAN -3%), capping off a brutal week. (Canadian Solar) Comment! [Tech, On the Move, Earnings]
- Thursday, November 15, 2012, 1:55 PM It's still no fun to be a solar manufacturer. Canadian Solar (CSIQ -14%) is seeing huge losses following its big Q3 miss, which is contributing to yet another sector rout (TAN -3.6%). Canadian's gross margin fell to a mere 2.2%, and would likely have been negative if not for its efforts (similar to those of peers) to expand into plant construction. The company expects to ship 380MW-420MW of modules in Q4, compared with 384MW in Q3, and record a gross margin of 1%-3%. (yesterday) (transcript) 2 Comments [Tech, Earnings, On the Move]
- Wednesday, August 8, 2012, 4:24 PM SunPower (SPWR) is now down 14.1% AH following its Q2 report. It looks as if the Street is skeptical about full-year guidance, and is focusing on the Q2 top-line miss and soft Q3 forecast. SunPower's gross margin rose 240 bps Q/Q to 15.1% thanks to a 10% drop in cost per watt, and played a big role in the EPS beat. However, it's expected to fall to the 10%-12% range in Q3. Other solar names could end up declining tomorrow in sympathy. (PR) Comment! [Tech, Earnings, On the Move]
- Wednesday, August 8, 2012, 11:08 AM Solar stocks outperform (TAN +1.4%) following MEMC's (WFR +18%) strong Q2 report. Revenue of $933.4M (+20% Y/Y and +78% Q/Q) blew past consensus by $184M, while non-GAAP EPS of $0.14 beat by $0.16. Also, MEMC is guiding for wafer revenue to grow 3%-8% Q/Q, which suggests a consensus for a 31% drop in total revenue will prove quite low. Between MEMC and First Solar, is there reason to think solar is finally bottoming? There's still a lot of bad news to go around. (PR) Comment! [Tech, Energy, Earnings, On the Move]
- Thursday, August 2, 2012, 11:18 AM First Solar (FSLR +24.5%) skyrockets after a strong Q2 report that featured improving margins and receivables. Four firms are upgrading - among them is Cantor, which is now more confident about FSLR's ability to transition to a construction-focused business model. However, Deutsche and Needham express worries about the profitability of construction deals, and ongoing weakness in sales for 3rd-party installations. 55.8% of FSLR's float was shorted as of July 13. (transcript) 3 Comments [Tech, Earnings, On the Move]
- Tuesday, July 31, 2012, 12:47 PM Trina Solar (TSL -9.3%) makes new lows after warning it expects Q2 module shipments of 390MW-420MW, below prior guidance of 500MW-520MW. Trina also expects to report a gross margin of just 7%-9% (still better than LDK Solar's negative margin), a $26M-$28M inventory write-down, a $45M-$48M receivables provision (many solar vendors have had collection issues), and a forex loss of $22M-$23M. Shares could also be affected by Suntech's problems. Comment! [Tech, Earnings, On the Move]
- Thursday, July 21, 2011, 9:34 AM Concerns about the accounting practices of U.S.-traded Chinese companies are now extending to solar panel manufacturers, leading to names such as LDK Solar (LDK), Trina Solar (TSL), and ReneSola (SOL) trading at very low multiples relative to their forward earnings. Of course, weak demand and pricing aren't helping much either. 2 Comments [Tech, Energy, Earnings]
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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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LATEST REPLIES
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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. -