Ich würde sagen Startschuss durch den Sharpdeal und dadurch haben sich dann wahrscheinlich viele Shorties eingedeckt. Canadian ist bei den Amis ein besonders beliebter short, was man so liest. Bei so einem Anstieg schauen die dann auch nicht tatenlos zu. und dann gibts so eine Performance :-) Schönes Ding und ich war schon zwischendurch am zweifeln, ob es so eine gute Idee vorbörslich noch ein paar Stücke dazuzukaufen. Aber bisher läufts :-)
Kicky
: Beschleunigung der YieldCo-Pläne durch Übernahme
von Recurrent Energy New York (www.aktiencheck.de) - Canadian Solar-Aktienanalyse von Analyst Frank He von Goldman Sachs:
Im Rahmen einer aktuellen Aktienanalyse bestätigt Aktienanalyst Frank He von der Investmentbank Goldman Sachs seine neutrale Sichtweise bezüglich der Aktien von Canadian Solar Inc. (ISIN: CA1366351098, WKN: A0LCUY, Ticker-Symbol: L5A, Nasdaq-Symbol: CSIQ).
Canadian Solar Inc. habe bekannt gegeben, dass mit der Sharp Corporation eine Abkommen zur Übernahme von Recurrent Energy für 265 Mio. USD geschlossen worden sei. Die Pipeline an weit fortgeschrittenen Projekten werde sich durch die Transaktion wesentlich erhöhen, so die Analysten von Goldman Sachs. Die Gewinnvisibilität nehme dadurch zu.
Recurrent Energy könne auf eine erwiesene Erfolgsgeschichte beim Verkauf von Projekten an profilierte Investoren wie Google, KKR und Metlife verweisen. Nach Ansicht von Analyst Frank He könnten durch die höhere Anzahl von Projekten in Händen von Canadian Solar die YieldCo-Pläne des Managements an Fahrt aufnehmen. Allerdings könnte die Margen von Canadian Solar aber auch verwässert werden.
Solar stocks are adding to yesterday's gains in a big way (TAN +3.6%) as oil prices (and oil/gas stocks) continue their recent rally: WTI crude is up $1.51 today to $51.08/barrel. The Nasdaq is close to breakeven. Also possibly helping solar firms: Canadian Solar's (CSIQ +21.2%) $265M deal to buy North American solar project developer Recurrent Energy from Sharp. The deal, which CSIQ estimates spells a $2.3B+ revenue opportunity, acts as a fresh vote of confidence for the downstream U.S. solar market in the wake of oil and natural gas' big declines.....
This transaction is expected to significantly expand the scale of its solar energy development platform making it one of the foremost solar energy developers in the world. Canadian Solar’s shares soared 25.2% on Feb 3 to close at $26.69. ...Following the transaction, Canadian Solar’s total solar project pipeline will increase to 8.5 gigawatt (“GW”) from 4 GW while its late-stage project pipeline will be boosted by 1 GW to 2.4 GW. Canadian Solar stated that the acquisition will create an estimated revenue opportunity of at least $2.3 billion under a build-and-sell business model... California and Texas-based Recurrent Energy’s 1 GW late-stage pipeline is considered as one of the largest utility-scale project portfolios slated to be built prior to the investment tax credit expiration in 2016.Recurrent Energy has developed and sold more than 520 megawatt (“MW”) of solar projects.
The transaction will further accelerate Canadian Solar’s hold in the business of ownership and development of solar power plants in North America.
Solar demand is rising on a global scale. Apart from strengthening its footprint in North America, Canadian Solar continues to expand its operations in China, Brazil, Japan and other emerging solar markets. These initiatives are helping the company to diversify its revenue stream. Although it faces intense competition from U.S-based solar majors.... Canadian Solar stands to gain immensely from its geographical diversity.
This Zacks Rank #1 (Strong Buy) company has been posting strong results for the past several quarters. It reported positive earnings surprises in three out of the last four quarters, delivering an average beat of 20.53%. With the boom in the solar markets worldwide, Canadian Solar will likely witness substantial top- and bottom-line growth in the coming quarters.
naja die 25% werden gerade wieder abgespeckt,vermutlich morgen auch noch
http://www.themarketsdaily.com/...canadian-solar-inc-nasdaqcsiq/5561/ After Canadian Solar Inc. (NASDAQ:CSIQ) agreed to buy Sharp’s (SHCAY) Recurrent unit, Roth Capital says the deal leaves Canadian Solar well-positioned to launch a yieldco. The firm says the deal also replenishes and diversifies Canadian Solar’s pipeline. Roth is upbeat about the company’s decision to rapidly expand its U.S. market presence, and it keeps a Buy rating on the shares.
Analyst Watch
Of the 4 analysts offering recommendations on Canadian Solar Inc.(NASDAQ:CSIQ), the consensus rating is a Strong Buy. These 4 analysts rate the stock as a Buy. The one year price target on a consensus basis is $41.33, or around a 74.76% upside to a recently traded price. The most bullish analyst has their estimate at $48.00, which the most bearish sees the stock going to $36.00.
Several top rated analysts according to TipRanks.com which cover the stock include Colin Rusch of Northland Securities and Ronnie Moas of Standpoint. Moas has a Buy rating on the stock with a price target of $36.00. Rusch of Northland Securities has a Buy rating with a price target of $48.00.
Kicky
: Solar Stocks On The Fly: Canadian Solar Inc. ...
Shares of solar and renewable-energy companies were gaining sharply on Monday, in sympathy with higher conventional-energy stocks. If one sector is sensitive to market fall and lower crude oil prices, it is the alternative energy sector — including solar energy. As the price of crude oil gains, the demand for alternative forms of energy becomes much stronger. This is why oil and solar stocks, for example, often trade similarly. Analysts in recent years have debated whether alternative energy stocks are directly correlated to the price of crude oil. Some contend that pricier oil pushes renewable energy companies higher, as investors and consumers search for cheaper alternatives to fossil fuels.
Canadian Solar Inc. (NASDAQ:CSIQ), ReneSola Ltd. (ADR) (NYSE:SOL) and Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE) all were up following oil prices higher.
...der Ami gibt den Auftrag an einen Ami. Alles andere wäre schädlich fürs Image. Dem Markt wird es dennoch Auftrieb geben. Wir werden indirekt profitieren.
Ist ja auch nachvollziehbar. Machen die Chinesen ja auch so. Es wäre auch einfach dumm von Apple ein chinesisches Unternehmen für so einen Auftrag zu wählen und die gesparten Dollar über den Umweg des Imageschadens zehnfach zurückzuzahlen!
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