Solar-perle aus Kanada

Neo Solar Power lands orders for 400MWp of solar cells from Canadian Solar

MOPS, December 2; Adam Hwang, DIGITIMES [Tuesday 2 December 2014]

Neo Solar Power on December 1 announced that it has obtained orders for 400MWp of solar cells from Canadian Solar, a Canada-based PV module and PV system maker, for delivery in 2015.

Neo Solar became a solar cell supplier for Canadian Solar in 2007, the company said. Canadian Solar's orders will account for 19% of its existing annual production capacity of 2.1GWp, Neo Solar indicated.


http://www.digitimes.com/news/a20141202PM200.html
 

...wieder Richtung 27€ dann werden die Shorties wieder die Zügel in die Hand nehmen  

http://finance.yahoo.com/news/...-bank-says-solars-oil-151051470.html  

Today, investors will react to this morning's jobs report, which revealed the U.S. economy added 321,000 jobs in November – the biggest monthly gain since 2012. More data this morning showed the U.S. unemployment rate slipped to 5.8%, falling in line with consensus expectations.
http://moneymorning.com/2014/12/05/...orts-biggest-surge-in-2-years/?

einen anderen Grund für die +5,88% realtime kann ich nicht finden  

...,das werden wir als Kleinanleger wohl erst mit zeitlicher Verzögerung von einigen Tagen erfahren. Ich bin aber überzeugt dass sich Qualität durchsetzen wird und sich diese Aktie wieder schrittweise hochpäppelt.  

Canada Probes Chinese Solar Imports For Possible Dumping Violations

http://www.forbes.com/sites/williampentland/2014/...mping-violations/
 

SAN FRANCISCO (MarketWatch) — Solar stocks have been caught up in the selloff created by lower oil prices, but some on Wall Street believe a buying opportunity is knocking.

Crude has fallen about 25% since September, roughly mirroring the decline in solar stocks in the same period. ....
Analysts do not expect oil’s price slump to have any effect on solar demand.

“An oil-driven pullback is a totally irrational reaction that offers a buying opportunity. With oil prices near four-year lows, we have occasionally been hearing the question: What impact will this have on the solar space? The short answer is: Fundamentally zero,” analysts at Raymond James said in a note....U.S. retail electricity prices are not likely to fall any time soon, financing deals for home solar-power systems are improving, and the companies are making inroads in more states, they said.

Analysts at Canaccord Genuity Inc. agreed with Deutsche Bank in highlighting SolarCity, SunEdison, and SunPower as top picks, and added to their list solar-panel maker Canadian Solar Inc. CSIQ, +4.68% and Enphase Energy Inc. ENPH, +8.52% which provides microinverters for solar panels. These companies are “driving the financial innovation” that will be critical for the solar sector in the coming years, they said.

http://www.marketwatch.com/story/...tes-buying-opportunity-2014-12-04  

Sharp to sell U.S. solar unit to Canadian Solar-report

Japan's Sharp Corp is set to sell its U.S.-based solar energy development unit Recurrent Energy to Canadian Solar Inc for about 30 billion yen ($247 million), the Nikkei business daily said on Sunday.

Sharp aims to reach a basic agreement with the Canadian firm by the end of the month and complete the sale by spring, the report said, without citing sources. The Japanese firm could not be immediately reached for comment.

Sharp paid $305 million in cash in 2010 to acquire Recurrent Energy. Selling the company now would help Sharp to raise capital as it struggles to raise its equity ratio to a healthy level.

This year, Sharp shut down its UK solar plant and also pulled out of a venture with Italian energy firm Enel SpA to make solar panels and generate solar power. (1 US dollar = 121.4100 Japanese yen) (Reporting by Osamu Tsukimori; Editing by Kim Coghill)  

http://www.reuters.com/article/2014/12/07/...ar-idUSKBN0JL01Z20141207
Bleibt die Frage, wie Canadian Solar die Übernahme finanzieren will. Bin gespannt, was da für Nachrichten diesbezüglich nächste Woche kommen.

Im September kündigte Sharp schon an, daß man die US-Solarsparte verkaufen wolle.
http://www.bloomberg.com/news/2014-09-08/...per-recurrent-energy.html  

...,dass die Finanzierung Probleme bereitet. ich denke im Hinblick auf den amerikanischen Markt dürften die Vorteile bei diesem Deal klar überwiegen.  

Bisher scheint der Markt den Kauf positiv aufzunehmen, da Canadian als einer der wenigen Chinasolaris im Moment grün ist.  

 

(Reuters) - Japan's Sharp Corp )said on Monday it was considering selling its U.S.-based solar energy development unit Recurrent Energy to Canadian Solar Inc (CSIQ.O), but had yet to make a final decision on any deal.

On Sunday, the Nikkeibusiness  daily reported Sharp had agreed to sell Recurrent to the Canadian firm  for about 30 billion yen ($247 million), and that the deal could be  completed early next year.

In  a statement concerning Recurrent, Sharp said it was "considering  various possibilities including the sale of the company but there are no  final decisions at this point."

Also das letzte Wort doch noch nicht gesprochen...

 

 

http://www.wallstreetscope.com/...tion-ccl-gamestop-corp-gme/2584574/  

http://www.marketsinsider.com/...e-canadian-solar-inc-gap-inc/339315/  

 

Ach komm Mel aka Asbecks kleine Schwester nicht hier jetzt auch noch... Verbreite deinen Solarworld Blödsinn doch einfach im Solarworld Forum. Du kannst ja mal die Rendite einer Solarworld Aktie über die letzten 5 Jahre nennen während Asbeck sich im gleichen Zeitraum auf Kosten der Kleinanleger massiv bereichert hat!!! Aber sowas wird natürlich weggelassen...und dann noch mit moralischen oder pseudopatriotischen Argumenten kommen. So arm könnte ich gar nicht sein, um den Job zu machen, den du hier machst...  

Angesichts des eigenen Risikoberichtes von Solarworld halte ich die Bewertung für noch viel zu hoch

http://www.deraktionaer.de/aktie/...ld--auf-wachstumskurs--104490.htm




Das Management bewertet die wirtschaftliche Lage des Konzerns im jüngsten Bericht als schwierig. Die Risikolage habe sich in den ersten neun Monaten nicht wesentlich verändert. „Sie ist nach wie vor hoch aufgrund des Wettbewerbsdrucks, der möglichen Verschlechterung der regulatorischen Rahmenbedingungen im Solarmarkt sowie des starken Preis- und Kostensenkungsdrucks“, lauten den offiziellen Zeilen aus dem Risikobericht.

chinesischen Solarpreisen für Canadian Solar wie ein Insider andeutete
Canada Investigation into China PV Products Has Small Impact - SinoCast

BEIJING, December 8, SinoCast -- China has small exports to Canada for PV products, pointed out an insider from Canadian Solar Inc. (CSI, NASDAQ: CSIQ). Hence, anti-subsidy and antidumping investigation to Chinese PV products by Canada has no big impact on the company. On December 5, the CBSA declared anti-subsidy and antidumping investigation against Chinese PV modules and membrane solar power products.

In January-October period, Chinese companies exported PV products reaching 57.4MW to Canada, with 51.5%, 5.4%, 6.9% and 3.5% from Jinko Solar, JA Solar Holdings, CSI and Trina Solar and 32.6% for other companies.
http://www.4-traders.com/...na-PV-Products-Has-Small-Impact-19509408/  

http://seekingalpha.com/article/...5-the-long-case-for-canadian-solar

Canadian Solar (NASDAQ:CSIQ) is one of the world’s leading solar energy companies. CSIQ is a global force with operations in North America, South America, Europe, Africa, the Middle East, Australia and Asia. The company has two main business segments: Photo-voltaic (PV) module manufacturing and a project development business. ....The solar power industry is a promising one. Within the PV module stream, global demand has gone up by more than 50% on a per-year basis since 2008 – with most of the growth occurring in emerging markets.

In China, the market looks very optimistic for the solar power industry. Aside from the scarcity of oil, the Chinese government has taken steps to reduce the amount of "choking clouds" associated from fossil-fuels and pollution which has grown worse over the years. As a result, the government of China instituted a ban on coal energy in Beijing, effective 2020. The Chinese government has also introduced subsidies to increase capacity of solar power production. The country has set a target of 35 gigawatts (GW) of solar power to be installed by 2015 or seven times 2012 levels, and is on pace to achieve this goal.

In other markets, specifically Japan and the United States, (which respectively make up 17.2% and 12.4% of global solar power demand) trends are also promising.....
As a PV module manufacturer, Canadian Solar has experienced a 69.7% compound annual growth rate (CAGR) in total PV module shipments since 2007 and is currently the industry leader in low cost manufacturing per watt of solar energy. Within the company’s project development business, Canadian Solar has a substantial 4.5 GW of solar energy under development, with more than 30% of these projects in the late-stage development phase. As a result, it is expected that the company will recognize $1.4 Billion in project revenues throughout 2015.

Canadian Solar is expected to see strong growth in emerging markets, which are showing more demand for solar panel electricity. Both Japan and China have shown explosive growth in PV module demand with over 200% growth in 2013 over 2012. This growth is expected to continue into future years.
......
Canadian Solar has demonstrated solid earnings momentum since 2011 as EPS has moved from a loss of $2.02 and will end 2014 with an estimated profit of $4.06 and expectations are for $4.63 in 2015. These numbers support the fact that CSIQ’s major capital investments in recent years are now driving improved bottom line results and should help the stock as it re-rates over time. Our price target is based on a Discounted Cash Flow analysis that yields a target of $43.75 and is in line with the average target on The Street of $44.30....

The current share price does not reflect the company’s differentiated strategy and improving financial results. We rate Canadian Solar a buy and believe the company will continue to deliver strong results into fiscal 2015 which should result in a re-rating of the shares towards our target of $43.75.
http://seekingalpha.com/article/...5-the-long-case-for-canadian-solar

ausserordentlich widerstandsfähig mit einer der wenigen Solar im Plus +1,66% derzeit
 

dass meingott aka PrinzPeng mit verschiedenen IDs hier unterwegs ist und alle möglichen Threads vollspammt mit Solarworld,ob Solar oder Wind  

Versuchs mal mit denken, auch wenns schwer fällt
Vielleicht kommst du dahinter, wer diese Ids anlegt.

Für Modul-Anbieter, die nicht zur ersten Garde zählen würden, sei es weitgehend unmöglich für eine Ausweitung der Kapazitäten eine Finanzierung zu erhalten. Ein Klassenprimus wie Canadian Solar Inc. habe jedoch Zugang zu Kapital, um die Kapazitäten erweitern zu können. Auf Sicht von zwei bis drei Jahren rechne das Unternehmen mit Kosten von rund 0,40 USD pro Watt. Die gesamten Expansionspläne würden sich derzeit auf China beziehen. Falls es im Handelsstreit zwischen den USA und China zu keiner Lösung komme, könnte sich Canadian Solar nach Ansicht der Analysten von Roth Capital eine Expansion in anderen Regionen überlegen. Daher könnte der US-Markt adressiert werden.

Die Kapazitätenauslastung bleibe hoch und die globale Nachfrage sei weiterhin sehr stark. Die durchschnittlichen Verkaufspreise hätten sich seit der Veröffentlichung der Q3-Quartalszahlen nicht viel verändert.

Das Projektgeschäft bleibe trotz eines Stimmungswechsels in Japan auf Kurs. Bei den japanischen Projekten gebe es keine bedeutenden Ausblick-Veränderungen. Im Hinblick auf ein YieldCo-Vehikel habe das Management noch keine Entscheidung getroffen.

Die Analysten von Roth Capital halten in ihrer Canadian Solar-Aktienanalyse am Votum "buy" fest und bestätigen das Kursziel von 40,00 USD.
http://www.aktiencheck.de/exklusiv/...teht_noch_Aktienanalyse-6182586  

Summary

   The solar market in the U.S. and China is expected to grow at an impressive rate in the long run.
   Canadian Solar is ramping up its capacity in China and the U.S. to tap the expected growth in solar energy in these markets.
   Canadian Solar is also focusing on other growth markets such as Japan and Brazil.
   Canadian Solar is cheap at its trailing P/E ratio, making it a good buy at current levels.

At the same time, Canadian Solar is also expanding its presence in global solar markets. For example, the company is on an expansion drive to beef up its production capacity in China. Canadian Solar will be adding 500 MW of solar module capacity at its Changshu and Luoyang plants. This will ramp up the total module capacity to 3.5 GW once it is operational by the second quarter of fiscal 2015. Also, the company has planned to upgrade the furnaces at the Luoyang plant to expand total wafer capacity from 260 MW to 400 MW by the middle of 2015.

Moreover, the construction of an 80 MW high-efficiency crystalline cell line in Funing is on schedule. By the second quarter of 2015, the company plans to expand this by another 400 MW to take the high-efficiency cell capacity to 1.9GW. Once completed, this will boost solar cell efficiency north of 19%.

Making its mark in China is important for Canadian Solar, as this particular market is growing at an impressive pace....China has been the leader in solar PV installations for the past two years, and the momentum looks set to continue in 2015. It is on target to exit 2014 with 33 GW of solar power, ahead of Spain, Italy, and the U.K. combined.

Beyond China, Canadian Solar is also witnessing growth in the Japanese and Brazilian markets. Japan aims to generate 20% of electricity from renewable sources by 2030, according to the industry minister Yuko Obuchi. In fact, Japan will soon have the world's largest floating solar power plant.More importantly, Canadian Solar has maintained its position as the leading foreign-brand supplier in Japan with shipments of 181 MW DC. During the fourth quarter of fiscal 2014, the company plans to expand its utility-scale pipelines to approximately 540. The company has plans to connect 80MW to the grid in 2015. So, it is evident that Canadian Solar is also making its presence felt in Japan.
Meanwhile, in Brazil, Canadian Solar recently won a contract for a 114 MW plant under PPA with the Brazil government.
The company is upgrading its capacity, and is also working on improving efficiency. As such, after losing 23% of its market capitalization in 2014, Canadian Solar looks like a good bet at just 7 times last year's earnings.

http://seekingalpha.com/article/...ill-lead-to-upside-in-the-long-run  

Schön, 40 $ Kursziel

Ist ne Nummer  aber für wie viele Aktien ? 10

Die Realität sieht anders aus und mein Depot mit all dem Solarmist noch schlimmer.

Kommt der Tag wo ich aus den roten raus bin, bin ich von dieser Branche und den Amizockern weg.

Nie wieder  

Morning Movers: Canadian Solar Inc.
Shares of Canadian Solar Inc. (NASDAQ:CSIQ) have been given an average recommendation of “Buy” by the twelve ratings firms that are covering the stock, Analyst Ratings Network.com reports. One research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and nine have assigned a buy recommendation to the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $42.11
Company weekly performance is -7.70% while its quarterly performance stands at -39.03%. Canadian Solar Inc. (NASDAQ:CSIQ) is -48.29% away from its 52 week high.
http://www.propertymentorgroup.com/...financial-corp-nysecpf/1234186/