klemenv

8 Comments

    • ON: Tue Jul 8th 13:35 PM
      Commented on:
      A Look at Four Polysilicon-Based PV Manufacturers' Funding
      According to pv-tech on 7th of July:

      Canadian Solar, Inc. has inked five new sales contracts totalling 14.9MW over the past three weeks. The Italy- and Czech Republic-based companies, who will receive a total of 14.9MW of modules from Canadian Solar in the second half of 2008, are: Arco Energy, AC Service, Ravano Green Power and Albatec in Italy and WSW in the Czech Republic.

      With this new set of orders, CSI's geographic sales are as follows, with all figures estimated: 60% from Germany, 15% from Spain, 7% from the USA, and 10% from newly emerging markets in the rest of Europe. Approximately 8% of this year’s sales figures are from South Korea and China.
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    • ON: Wed Jun 18th 13:59 PM
      Commented on:
      RBS Spoils the Fun
      In last two months many bad things have happened. Really bad. And yet market has not crashed.

      OK, nothing can help to Ninja-HELOCs-ARM guys.

      But beyond that, in light of all that bad events, we have not obsereved sky falling.

      Because of that, I am with contrarians.
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    • ON: Mon Jun 16th 10:31 AM
      Commented on:
      Will Quicksilver Continue to Benefit from High Energy Prices?
      Fortunatly/unfortunatl... KWK hedge most of their expenses.

      Unfortunatly, because they have lock in lower prices.

      Fortunatly, because in case prices would drop, they would have hedged their positions in order to be able to pay fixed costs.
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    • ON: Tue Jun 10th 13:41 PM
      Commented on:
      Talking About RAROC: Is "Financial Innovation" Good for Bank Profitability?
      Funny thing with Regulatory and Economic capital is that one cannot cheat economic capital. If bank management 'adjust' estimates to create fake capital requirements, bank losses will haunt them down.

      True power of RAROC calculations is that enables management to make decission, if particular transaction (or class of transactions) if profitable for them.

      And remember, regulatory capitals creates opportunistic loss (lower ROE, or interest non-earning deposits at central bank, etc.) while economic capital creates real loss (write-offs, losses).

      But any system is as good as it is enforced. If regulators are scared to enforced it with Lying Brothers & Co. than ...
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    • ON: Thu May 22nd 07:09 AM
      Commented on:
      Encouraging News on Subprime Mortgage Delinquency Roll Rates
      Good post. Have you made analysis on Alt-A ?
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    • ON: Mon May 19th 03:24 AM
      Commented on:
      2008 Country Returns
      YTD is rather short period. For example Slovenia and China have rallied last year, and some correction is in line with expectation. It would be interested to have 3 year comparisement.
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    • ON: Wed May 14th 15:09 PM
      Commented on:
      Subprime Skeletons Are Still In The Closet
      I agree with Fitch regarding subprime.

      But here comes Alt-A! All that Option, Hybrid, ... , Alt-A mortgages. Many reset happened in Q1, so Q1+90 days there will be many foreclosures.
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    • ON: Fri May 2nd 13:29 PM
      Commented on:
      Fast and Easy Fannie
      Wow, that is stunning.

      There is joke regarding vergine olive oil, extra vergine oil, very extra virgine oil, truly extra vergine oil.

      Now we have prime loans, extra selection prime loans, truly prime loans, non-lying very prime loans, etc.
      View article »
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