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LDK Solar Has Caught My Attention

Did German and Spain serious recession caught your attention? Which is much severe than US and who are almost the sole buyers of these solar products. The solar industry is artificially inflated by government subsidies, was long due for correction. It is far from over!

Which Solar Stocks Will Continue To Shine?

I am actually over-weighting STP instead of focus solely on TSL. This is not "buying grocery" and can hardly do apple-to-apple comparison. More like apple-to-cherry to me. TSL has one of the lowest PEG ratio and consistently deliever solid growth. On top of that, they now position themself in the same range grass margin as JASO/STP. it was below 20% before. Solar is a very much manufacture oriented business and consistently need a lot of capital for expansion, renovate equipments and conserve raw materials. Scale does matter. TSL has its niche and STP is better/saver bet in my opinion.

Solar Stocks: Nine That Will Shine in a Bull Market

dont forget JASO which is a chinese solar company which is led by seasoned executives rooted silicon valley and focus solely on solar cell production, the segment which has most technical value.