Jinko und Canadian werden von gewissen Elementen zerbomt, weil "man" weit unten einsteigen will. Die Frage ist nur, wann jubelt "man" sie wieder hoch, wann steigt man wieder ein. Ich hatte ja schon vor einigen Tagen geschrieben, dass bis zu den nächsten Zahlen eine lange Zeit vergeht und "man" mit der Angst der kleinen Anleger spielen wird.
Also ich bin jetzt auch bei 19.65 eingestiegen. Denn vor 3 Wochen habe ich mir gesagt, wenn die wieder bei 21 oder weniger ankommen schlage ich zu. Also habe ich jetzt die letzten paar Euro vom Tagesgeld zusammengekratzt und bin rein.
Ich hoffe einfach mal das der Boden jetzt erreicht ist und die 30 wieder angepeilt werden. Vielleicht setzt es nochmal ein wenig zurück aber dennoch bin ich davon überzeugt das es hier in den nächsten Wochen wieder aufwärts geht
..... if we jump forward and look at the last three days of trading, it has been a light period of 1.257M, 2.187M, and 1.791M shares trading hands. Looking at this recent trend makes it appear that the speculative frenzy may finally be dying down. It is possible that we are now transitioning into a period where longer-term investors can start to think about taking a position.
However, short interest increased Wednesday and it currently stands at 14% of the float:.... ....The real problem with the stock is short term profiteers looking for a quick buck. When a stock can oscillate almost a dollar a day at this price level, it becomes the target of day traders driven by greed. The average investor, who is looking for value and long-term growth, can look at a stock like Canadian Solar and can get very frustrated. One day its up big, the next day all of its gains are wiped out. After all, frustrated investors were rightly disappointed that Canadian Solar bled red after a strong quarterly earnings report.
CSIQ hat gestern ca. 176 $ Mio Marktkapitalisierung verloren. Das ist ungefähr soviel, wie Renesola insgesamt noch auf die Waage bringt. Und das wegen eines sinkenden Ölpreises. Dabei hat beides wenig miteinander zu tun.
es interessiert nur die Meinung der Marktteilnehmer über einen Zusammenhang und vorallem die daraus resultierenden Reaktionen. Dazu kommen dann noch die Shortseller... Bin gespannt wie weit es diesmal gen Süden geht. Bei entsprechenden Kursen werde ich CSIQ mal wieder zu meiner größten Posi machen ;-)
Kicky
: What went right and what went wrong in solar
....For solar investors, 2014 could have been maddening. The industry is expected to grow around 35%, companies are becoming more profitable, and as solar energy passes grid parity around the world we should see demand grow exponentially in the next decade.
Yet, solar stocks have traded lower on the price of oil rather than the strong fundamentals in the industry. The price of oil really has nothing to do with the demand for solar energy, but the market seems to think all energy is correlated and recently stocks have gotten crushed.
That's the downside this year, but as I said, the industry is doing very well if you take a more fundamental look...... Solar project developers have been winners on the solar market recently, but it's unknown if that position will last. Long-term, I think manufacturers will start playing a major role in development, taking power away from developers buying panels on the open market. SunPower, Trina Solar, and Canadian Solar have all moved downstream to capture project value from their panels and I think that will continue long-term.
In den letzten Jahren war die Correlation 0 früher 0,7.Solar hat kaum etwas mit Ölverbrauch in Energie zu tun,lediglich 1% wird für Energie verwendet ,Gas macht 27% aus,Kohle 39% von USA Energie ,sind aber kaum gefallen.Öl wird in der Regel für Transporte benutzt .Aus welchen Gründen also fiel Solar?
In erster Linie Margin Calls von Hedgefonds ,die der Ölabsturz erwischt hat zweitens sind die Leute nicht mehr so bereit für alternative Energie Unterstützung zu zahlen wenn Öl billig wird...drittens China While the Chinese government is presently supporting solar, if China undergoes a hard landing, credit will contract, and the weaker solar companies will suffer significantly. The flip side, however, is if China recovers, crude oil and solar will likely recover as well.
Ne mit Logik nicht, aber mit Psychologie! Dow und S&P scheinen nach dem extremen Anstieg jetzt erstmal wieder etwas runterzugehen. Spricht einiges dafür. Finde ich schon nachvollziehbar, dass einerseits so volatile aktien wie die chinasolaris zuerst rausfliegen. Hinzu kommt, dass Shortseller das auch wissen und canadian in den USA immer wieder als Aktie genennt wird, die man super shortsellen kann. Dadurch kommt dann sowas zu Stande.
dem guten Quartalsergebniss habe ich ja mit ner staren Vola gerechnet,aber mit sowas nicht ....da hätte ich mir auch gleich Optionsscheine kaufen können !
Bottom line: The recent plunge in solar stocks is the result of panic selling due to falling oil prices, meaning the shares could rebound sharply once the sell-off subsides.
US investors were showing signs of new energy indigestion in the shortened trading day after Thanksgiving, dumping stocks of all the major solar panel makers in a messy post-holiday sell-off. With no major news from any of the companies, the driving force behind the sell-off appears to be the recent plunge in oil prices, which hit new 4-year lows late last week after OPEC declined to cut its daily output quotas.
Investors appear to be worrying that falling oil prices will dampen enthusiasm for building new solar plants, since lower oil prices mean solar power will be less competitive with more traditional power sources derived from fossil fuels. The only problem with that logic is that solar power was never competitive with fossil fuels to begin with, meaning solar stocks could be getting punished for no good reason.........
So the big question now becomes: Is all of this selling justified, and is the industry headed into a new downturn just as it starts to emerge from its previous slump? I'm not a major expert on solar energy policy, but my answer to both of these questions would be a fairly confident "no." The reason is simple, namely that solar and wind were never economically competitive power sources using current technology, even when oil prices were still high. The only reason solar and wind energy plants are being built at all is due to government policies that subsidize their development.
Those policies typically see governments set prices for solar and wind power at artificially high levels, and then force utilities to buy that power at those inflated prices. Thus even if a power company can make its own power at much cheaper costs, it still has to buy all the output from solar energy plants at the government-set prices. That reality means that solar plant construction shouldn't see any major shifts despite the big drop in oil prices, and that solar stocks are likely to rebound strongly once the current round of panic selling subsides.
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