Solar energy stocks took a nosedive today and some of the industry's biggest players are feeling the pain. Canadian Solar (NASDAQ: CSIQ) has dropped 15% late in trading, SunPower Corporation (NASDAQ: SPWR) is down 9% after falling 10% earlier in the day, and JinkoSolar Co., Ltd. (NYSE: JKS) has plunged 18%.Solar stocks are often correlated to energy prices and that's hurting them today. WTI oil dropped 2.3% to $33.19 per barrel, although natural gas was up 4.8% to $2.38 per million Btu today. As fossil fuel prices fall solar energy becomes less competitive, so that's on investors' minds today. The bigger driver of solar stocks is likely China's stock market collapse. Canadian Solar, SunPower, and JinkoSolar all generate a lot of demand for solar products in China,....
...Canadian Solar has a strong pipeline of projects along with relevant inorganic strategies that is expected to consolidate its position.
It caters to a geographically diverse customer base spread across key markets in the U.S., Canada and Europe, as well as emerging market opportunities in South Korea, Singapore and Brazil.
Notably, Asia is expected to be a big solar module import market in the near future, with Japan, India and China primarily driving demand. Asia and others contributed 41.3% to net revenue in the third quarter of 2015, rising significantly from 20.4% in the year-ago quarter. ... Canadian Solar?s revenues from America are falling, which is a cause of concern. Revenues from the Americas in the third quarter represented 52.6% of total revenue as compared to 71.7% in the year-ago quarter.....
Kicky
: 60 MWp of PV Modules +Power Stations for Southgate
04.02.2016 Canadian Solar Solutions Inc., has secured contracts to supply 50 MW AC (60 MW DC) of MaxPower CS6X Ontario-made solar panels and 30 medium voltage power stations for the Southgate Solar facility. This utility-scale solar project, developed by Samsung Renewable Energy Inc. (?Samsung?) and Connor, Clark & Lunn Infrastructure (?CC&L Infrastructure?), will be built in the Township of Southgate, County of Grey, Ontario.
? February 2, 2016, Analyst Philip Shen of Roth Capital recently weighed in on CSIQ, selecting the company as one of his ?top picks.? First, the analyst notes the stock is trading below is pre-ITC extension levels, which he views as ?an attractive buying opportunity.? The analyst attributes the falling stock price to its grouping ?with other China-based stocks and overall macro concerns.? However, he states that CSIQ is ?one of the best-positioned solar companies in [his] universe? due to its leading global position, strong downstream pipeline, and ?limited exposure to China.? The analyst is also bullish regarding the company?s access to debt financing, as the company was able to fund various project in the U.S. and abroad through loans. He believes that success in U.S. utility projects, ?potentially improved economics in the company?s existing U.S. pipeline as a result of the ITC extension,? and ?a successful yieldco launch? are all upside catalysts for the stock.....
today announced that its results will exceed prior guidance for the fourth quarter and full year 2015. The Company plans to report its financial results for the fourth quarter and full year 2015 on Thursday, March 10. Management will host a conference call to discuss results and its outlook at that time. Separately, the Company announced the suspension of its at-the-market common share sale program due to market conditions. For the fourth quarter of 2015, Canadian Solar now expects its total solar module shipments to be in the range of approximately1, 350 MW to 1,400 MW, compared to its previous guidance, which was in the range of 1,300 MW to 1,350 MW, .........
ich würde sagen reisst mich nicht vom Hocker, aber den Anlegern gefällts +10%
Die Börse unterschätzt nach Ansicht der Analysten von Roth Capital das Unternehmen Canadian Solar wie auch dessen Projektgeschäft und bestätigt das Kursziel von 40 $.
Roth Capital erhöht ihre Q4 Gewinnprognose nach den gestrigen Vorabzahlen beim EPS von 0,64 auf 0,81 $ (Q4 Umsatz 1 Mrd. $ mit einer Bruttomarge von 15,1%).
Mit den neuen Schätzungen von Roth Capital würde Canadian Solar somit in 2015 auf einen Umsatz von 3,3 Mrd. $ kommen bei einem Nettogewinn von 150 Mio. $ (EPS: 2,64 $). Damit würde Canadian Solar aktuell mit einem 2015er KGV von 7,4 und einem 2015er KUV von 0,3 bewertet:
gestern alles verkauft und wieder in Jinko rein und jetzt legt der Kurs gleich mal vorbörslich wieder 5% zu. Das Timing ist dieses Jahr noch nicht mit mir, aber was noch nicht ist kann ja hoffentlich noch werden.
If you want to "beat the bear," you should look for companies with game-changing technologies that are tapped into unstoppable trends. Many investors think that persistently low oil and gas prices will compel end users to abandon solar in favor of cheaper fossil fuels...Fact is, the infrastructure for the solar industry is now pervasive and entrenched, leading to a "price decoupling" of solar and fossil fuels. Solar and other renewable energies are now integral to the energy status quo and no longer need high oil and gas prices to attract users.......
The one stock that appears to have greatest upside potential this year is Canadian Solar .Canadian Solar's stock now trades at $18.71. The median 12-month price target of analysts covering the stock is $34.50, which suggests shares could gain 84% over the next year. The highest price target is $47, which implies the stock could gain an eye-popping 150% over that period. .......
Canadian Solar Issues JPY3.0 Billion Solar Project Bond in Japan http://finance.yahoo.com/news/...n-solar-issues-jpy3-0-120000486.html today announced that it has entered into a financing agreement, pursuant to which, Goldman Sachs Japan Co., Ltd. has agreed to arrange a JPY3.0 billion ($26.0 million) project finance bond for Canadian Solar's 10.2 MWp Aomori-Misawa Solar Power Plant in Rokunohe-cho, Kamikita-gun, Aomori Prefecture, Japan. The non-recourse bond, which is backed by the project assets, has a maturity of 20 years, including a 2-year grace period, and a fixed coupon rate of 1.4%. Goldman Sachs Japan Co., Ltd. acted as the bond arranger and Shinsei Trust and Banking Co., Ltd. as the lender. The 10.2 MWp Aomori-Misawa Solar Power Plant received an investment grade rating of "A" from Japan Credit Rating Agency, Ltd. The project is expected to reach commercial operation in December, 2016.
Der Solarkonzern hatte vor wenigen Tagen seinen Ausblick für das vergangene vierte Quartal 2015 als auch für das Gesamtjahr 2015 angehoben und schickt sich an, den Rivalen Trina Solar in 2016 an der Weltspitze abzulösen.
Canadian Solar erwartet nunmehr einen Umsatz zwischen 1,02 und 1,07 Mrd. Dollar, nachdem zunächst nur Erlöse von 930 bis 980 Mio. Dollar erwartet wurden. Bei den Solarmodulen erwartet Canadian Solar Auslieferzahlen von 1.350 bis 1.400 Megawatt, womit sich die Auslieferungen ebenfalls über den Erwartungen bewegen.Auf Jahressicht erwartet Canadian Solar Solarmodul-Auslieferungen zwischen 4,63 und 4,68 Gigawatt (GW), womit Canadian Solar zu den Top-3-Herstellern im Jahr 2015 gehören dürfte. 300 Megawatt hiervon dürften dabei in eigene Downstream-Projekte gehen.