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Showing posts with label Suntech Power. Show all posts
Showing posts with label Suntech Power. Show all posts
Monday, November 21, 2011
Investopedia: Applied Materials Still Digging For Bottom
Right up there with "it's different this time" in the lexicon of dangerous Wall Street sayings, is "how much worse can it get?" When it comes to Applied Materials (Nasdaq:AMAT) and its solar and flat panel businesses, apparently the answer is "a whole lot worse." Although recovery in semiconductors is arguably in sight, it seems likely that analysts and institutional investors are going to be more interested in names like KLA-Tencor (Nasdaq:KLAC), Novellus Systems (Nasdaq:NVLS) and ASML (Nasdaq:ASML), until Applied Materials proves convincingly that it can pull out of this nose-dive.
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Thursday, September 1, 2011
Investopedia: Still A Lot Of Questions At LDK Solar
It seems hard to argue that solar is not going to be an increasingly significant part of the world's energy production infrastructure. An IEA analyst's recent prediction that solar will produce the majority of the world's power by 2060 may be a little too far-reaching, but directionally that prediction could still be right. The question is, though, with so many players in the solar space, can LDK Solar (NYSE:LDK) emerge not just as a survivor, but as a leader in the world's transition to green energy?
A Tough Second QuarterLDK Solar's second quarter results highlight that, for however bright the prospects of solar energy may be, the here and now is still beset by volatility. Sales fell about 12% when compared to last year, but almost 35% when compared to the prior quarter, as the company has seen a very adverse pricing environment in the wake of major cutbacks in European demand and a glut in rival supplies.
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A Tough Second QuarterLDK Solar's second quarter results highlight that, for however bright the prospects of solar energy may be, the here and now is still beset by volatility. Sales fell about 12% when compared to last year, but almost 35% when compared to the prior quarter, as the company has seen a very adverse pricing environment in the wake of major cutbacks in European demand and a glut in rival supplies.
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Monday, June 6, 2011
Investopedia: Is Europe Abandoning The Atom?
With news out of Switzerland and Germany last week, it looks as though the long-term energy picture in Europe is changing in a hurry. Germany and Switzerland, two of the world's largest economies, have both announced plans to completely phase out nuclear power as an electricity source, leaving the question of how these countries will fill the power gap without choking off their economies.
Not surprisingly, solar and wind power stocks rose on the news, but only time will tell if the companies in these markets can increase their efficiency fast enough to become viable cornerstone sources of power. In the meantime, the decisions in Germany and Switzerland are likely to ripple through the power generation market for years to come.
The Scale of the Decision
In relatively short order, both Switzerland and Germany have decided to abandon nuclear power as an ongoing source of electricity. While nuclear power has been a touchy subject throughout most of Europe for some time (especially after the Chernobyl disaster), protests accelerated in the wake of Japan's combined natural disasters and TEPCO's inability to avert serious problems at the Fukushima facility.
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Not surprisingly, solar and wind power stocks rose on the news, but only time will tell if the companies in these markets can increase their efficiency fast enough to become viable cornerstone sources of power. In the meantime, the decisions in Germany and Switzerland are likely to ripple through the power generation market for years to come.
The Scale of the Decision
In relatively short order, both Switzerland and Germany have decided to abandon nuclear power as an ongoing source of electricity. While nuclear power has been a touchy subject throughout most of Europe for some time (especially after the Chernobyl disaster), protests accelerated in the wake of Japan's combined natural disasters and TEPCO's inability to avert serious problems at the Fukushima facility.
To read the full piece, please continue below:
http://stocks.investopedia.
Friday, April 29, 2011
Investopedia: Total Takes A Shine To SunPower
Admittedly, it does not take a lot to get conspiracy theorists fired up, but the deal announced Thursday night between Total SA (NYSE:TOT) and SunPower (Nasdaq: SPWRA) should have some of them foaming at the mouth.
Many energy companies bought solar power companies in the 1970s and 1980s, only to find that the technology was far from a point where it was commercially viable (conspiracy theorists choose to believe that the energy companies deliberately "killed" solar power to maintain the hegemony of fossil fuel). Now the picture may be different. While solar still requires sizable subsidies to make economic sense in many places, the technology has gotten much better and solar assets may prove invaluable to energy companies looking to diversify and stay relevant for the long term. (For more, see Spotlight On Solar Stocks.)
The Terms of the Deal
While SunPower is characterizing the deal with Total as a "strategic partnership," the reality is that Total will be acquiring 60% of the company's shares and will effectively control the company's board. For this, the company is paying $23.25 per share (nearly $1.4 billion in total), a 45% premium to Thursday's close.
Total is also extending $1 billion in credit support to help accelerate the growth of the company (and this has been a chronically capital-hungry industry).
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Many energy companies bought solar power companies in the 1970s and 1980s, only to find that the technology was far from a point where it was commercially viable (conspiracy theorists choose to believe that the energy companies deliberately "killed" solar power to maintain the hegemony of fossil fuel). Now the picture may be different. While solar still requires sizable subsidies to make economic sense in many places, the technology has gotten much better and solar assets may prove invaluable to energy companies looking to diversify and stay relevant for the long term. (For more, see Spotlight On Solar Stocks.)
The Terms of the Deal
While SunPower is characterizing the deal with Total as a "strategic partnership," the reality is that Total will be acquiring 60% of the company's shares and will effectively control the company's board. For this, the company is paying $23.25 per share (nearly $1.4 billion in total), a 45% premium to Thursday's close.
Total is also extending $1 billion in credit support to help accelerate the growth of the company (and this has been a chronically capital-hungry industry).
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Thursday, March 17, 2011
Investopedia: Nuclear Energy - The Emotion Trade Is In Full Swing
There are plenty of old sayings that advise investors to swim against the tide and invest into troubled sectors when pessimism is at its worst. That is all well and good, but precious few investors have the self-confidence and long-term focus to just ignore a 20% or 30% near-term loss on a new position. With that in mind, then, investors should certainly do their due diligence on now-troubled nuclear power stocks but let the dust settle a bit before taking on new positions.
Shoot First, Ask Questions Later
In the wake of the combined earthquake and tsunami disaster in northeastern Japan, and the resulting emergencies at multiple nuclear facilities in Japan, public fear about nuclear power is once again running high. With activists already jumping on their airwaves to exaggerate and misinform, it seems inevitable that the nuclear industry has lost whatever momentum and credibility it had rebuilt in the 25 years since the Chernobyl disaster.
Investors need go no further than the stocks of those companies exposed to the nuclear power industry. Go-to names like uranium miners Cameco (NYSE:CCJ) and Denison (AMEX: DNN) and engineering and construction firm Shaw (Nasdaq:SHAW) were among those that took a significant drop in the early trading after the disaster struck. Since then, even well-diversified names like General Electric (NYSE:GE) (which has some, but not a lot, of nuclear energy exposure) have come under selling pressure.
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Shoot First, Ask Questions Later
In the wake of the combined earthquake and tsunami disaster in northeastern Japan, and the resulting emergencies at multiple nuclear facilities in Japan, public fear about nuclear power is once again running high. With activists already jumping on their airwaves to exaggerate and misinform, it seems inevitable that the nuclear industry has lost whatever momentum and credibility it had rebuilt in the 25 years since the Chernobyl disaster.
Investors need go no further than the stocks of those companies exposed to the nuclear power industry. Go-to names like uranium miners Cameco (NYSE:CCJ) and Denison (AMEX: DNN) and engineering and construction firm Shaw (Nasdaq:SHAW) were among those that took a significant drop in the early trading after the disaster struck. Since then, even well-diversified names like General Electric (NYSE:GE) (which has some, but not a lot, of nuclear energy exposure) have come under selling pressure.
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Friday, November 19, 2010
Can Suntech Break Through The Clouds
Although there are plenty of arguments and controversies about whether solar energy can stand on its own two feet, without government subsidies and inducements, there is no credible debate that the industry is real and growing. In addition to the sizable First Solar (Nasdaq:FSLR), there is a host of billion-dollar babies like Suntech Power (NYSE:STP), JA Solar (Nasdaq:JASO), Trina Solar (NYSE:TSL), and Yingli (NYSE:YGE) all vying for commercial superiority and Wall Street favor.
With this latest earnings report from Suntech, however, it may be time to wonder whether this significant player is making the best moves for the long-term interests of its shareholders.
A Partly Cloudy Third Quarter
On one hand, Suntech clearly had a solid third quarter - revenue jumped 57% from last year, and 19% on a sequential basis. Although that number was reasonably well ahead of the average analyst estimate, it was nevertheless below the highest numbers in the range. Suntech's top line also highlights one of the primary challenges of this sector - shipments over 25% sequentially (and more than doubled from the year-ago level), but ASPs continue to head lower with some dispatch. That leaves all of these companies on a very challenging course - if they cannot continue to post strong shipment growth and keep production costs in check, they will find themselves on a gigantic hamster wheel. (For more, see Spotlight On The Solar Industry.)
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With this latest earnings report from Suntech, however, it may be time to wonder whether this significant player is making the best moves for the long-term interests of its shareholders.
A Partly Cloudy Third Quarter
On one hand, Suntech clearly had a solid third quarter - revenue jumped 57% from last year, and 19% on a sequential basis. Although that number was reasonably well ahead of the average analyst estimate, it was nevertheless below the highest numbers in the range. Suntech's top line also highlights one of the primary challenges of this sector - shipments over 25% sequentially (and more than doubled from the year-ago level), but ASPs continue to head lower with some dispatch. That leaves all of these companies on a very challenging course - if they cannot continue to post strong shipment growth and keep production costs in check, they will find themselves on a gigantic hamster wheel. (For more, see Spotlight On The Solar Industry.)
Please click below for the full piece:
http://stocks.investopedia.
Wednesday, November 3, 2010
Big Differences Of Opinion On MEMC
An old rule of thumb says it is difficult to make any real money from names where the analysts are already all in agreement. The idea is that everybody already knows the story, and the only way to profit is to be contrarian (and right!). So, what should investors make of MEMC Electronic Materials (NYSE: WFR)? Analysts are all over the place on this name, and this seems like a classic case where an investor with better information (or a luckier guess) could make some real money.
Third Quarter Results - Better But Not Better Enough
In a vacuum, there would seem to be little wrong with the company's third quarter. Revenue rose 62% from last year and 12% from the Q2, as solar materials were up strongly and semiconductor materials demand was positive as well. Nevertheless, the company was about 6% shy of analyst estimates, and there is ample skepticism about the near-term outlook for demand in both semiconductors and solar energy.
The link below leads to the full piece:
http://stocks.investopedia.
Third Quarter Results - Better But Not Better Enough
In a vacuum, there would seem to be little wrong with the company's third quarter. Revenue rose 62% from last year and 12% from the Q2, as solar materials were up strongly and semiconductor materials demand was positive as well. Nevertheless, the company was about 6% shy of analyst estimates, and there is ample skepticism about the near-term outlook for demand in both semiconductors and solar energy.
The link below leads to the full piece:
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Thursday, October 28, 2010
The Good and Bad of DuPont's Strength
If no good deed goes unpunished, then maybe it is true that good news from DuPont (NYSE:DD) can often come with a catch. While DuPont is a highly diversified chemicals and materials company, the company's products are all largely inputs for other companies' products. This sets up the good news/bad news dilemma - solid volume growth at DuPont should be reasonable confirmation that economic growth really is recovering, but solid price growth also points to the risk of oncoming cost-push inflation.
DuPont's Third Quarter
DuPont disappointed no one with its sales performance in the third quarter, as revenue rose 17% and surpassed even the highest published analyst estimate. Growth was fueled both by mid-teens volume growth (14%) and mid-single digit price growth (5%).
This revenue growth was not necessarily balanced, however. Agriculture and coatings grew by single-digit amounts (and had the lowest volume-based growth), while electronics, chemicals, materials, and safety/protection all grew in excess of 20% (and all had volume growth above 15%).
Please see the link below for the full article:
http://stocks.investopedia.
DuPont's Third Quarter
DuPont disappointed no one with its sales performance in the third quarter, as revenue rose 17% and surpassed even the highest published analyst estimate. Growth was fueled both by mid-teens volume growth (14%) and mid-single digit price growth (5%).
This revenue growth was not necessarily balanced, however. Agriculture and coatings grew by single-digit amounts (and had the lowest volume-based growth), while electronics, chemicals, materials, and safety/protection all grew in excess of 20% (and all had volume growth above 15%).
Please see the link below for the full article:
http://stocks.investopedia.
Thursday, June 10, 2010
Green China
Whenever you read about environmental topics in China Beijing China
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With that in mind, it may not be too long before a greenChina
For the complete article, please go to:
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This may not be the full picture, though. True,
With that in mind, it may not be too long before a green
For the complete article, please go to:
http://stocks.investopedia.
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