ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
I bet many American solar companies wish they could get the kind of government sponsorship that Chinese solar companies can get from their government. Last week, I used Cetrotherm Photovoltaic’s deals with China as the latest examples of China’s seriousness about developing capabilities in solar technology. Today’s big news from China benefits LDK Solar, one … Read more
Centrotherm Photovoltaics is a German provider of technology and equipment for the photovoltaics industry. For example, the company is a developer and seller of “…turnkey production lines for the manufacture of crystalline solar cells, including the full range of engineering and technological process services.” Centrotherm’s business spans the entire photovoltaic supply chain from raw material … Read more
Jinko Solar (JKS) got its start in 2006 as a supplier of recovered silicon materials. It is now a vertically integrated solar manufacturer and seller of solar wafers, cells and modules. The company touts its fast growth and low-cost advantage from its Chinese operations. (See profile for more details). JKS debuted on the American stock … Read more
Two weeks ago, I first noted an impressive “stealth” rally in some solar stocks like SOL, LDK, and JASO. At the time, First Solar (FSLR) was flat on the year, but it still made the list because this flat performance was out-performing the general market. I also noted that FSLR was due for a pullback … Read more
I wrote earlier about a “stealth” rally in solar stocks featuring ReneSola (SOL), Solarfun Power Holdings Co Ltd (SOLF), LDK Solar Co Ltd (LDK), Trina Solar Ltd (TSL), and First Solar (FSLR). In all the excitement, I managed to neglected (at least?) two other stocks publicly traded in the U.S. that are in the green … Read more