Solar-perle aus Kanada

...these pure play solar stocks have performed spectacularly. On average they are up 164% for the year, and 41% for the past three months ... JinkoSolar (JKS), SunPower (SPWR) and Canadian Solar Inc. (CSIQ) have by far outperformed the rest. .....

http://static.cdn-seekingalpha.com/uploads/2013/9/...6776765_rId7.png

http://seekingalpha.com/article/...lar-stocks-taking-off?source=yahoo  

http://finance.yahoo.com/news/...-opportunities-middle-105744420.html  

.... we reiterate our Buy on Canadian Solar (CSIQ), trading at 0.9x 2014F P/BV (BVPS of US$15.3) and Trina Solar....

http://blogs.barrons.com/emergingmarketsdaily/...ise-trina-polar-tp/?  

Top- news.....muesste am Montag wohl eine sd-hoc news geben  

Das Problem das ich bei den Solaraktien sehe ist die riesen Verschuldung, wie wollen sie die jemals zurück zahlen. Wenn man sich den Umsatz der Solarfirmen ansieht und dann den Gewinn vergleicht kann man sich kaum vorstellen das sie das jemals zurück zahlen können.  

...In July, China began imposing duties as high as 57 percent on U.S. polysilicon imports.
The U.S. solar-energy industry, which includes manufacturers as well as installers of solar panels, has been caught in the crosshairs. While import duties on Chinese-made solar cells have benefited some U.S. manufacturers, they have made the finished panels more expensive, harming panel installers and consumers who face higher prices for the finished product, according to Smirnow.
At the same time, Chinese manufacturers face higher prices as they seek to avoid U.S. duties, he said. Since the tariffs set by the Commerce department last year apply only to Chinese-made solar cells, solar panel manufacturers in the Asian nation are buying cells at a premium in Taiwan and putting together the finished panels in China before shipping them to the U.S., Smirnow said.
Manufacturers’ Fund
The U.S. industry plan would abolish the U.S. duties on solar cells from China, as well as China’s tariffs on U.S.-made polysilicon. Instead, China’s solar-energy companies would establish a fund in the U.S. that American solar-cell manufacturers could draw from to help them “scale-up,” Smirnow said. While the size of the fund would be negotiated based on market estimates, it would probably be in the hundreds of millions of dollars over the next 3 years ..
http://www.bloomberg.com/news/2013-09-23/...trade-war.html?cmpid=yhoo  

Sie haben ja gerade erfolgreich eine Kapitalerhöhung durchgeführt
To benefit from a new feed-in tariff (FiT) system to be introduced in Indonesia, Canadian Solar is planning to partner with local PV module manufacturer, PT Swadaya Prima Utama on a proposed 60MW plant.
http://dp.solarmediastore.com/h/i/...n-60mw-module-plant-in-indonesia

Canadian Solar Inc signed a memorandum of understanding with PT Swadaya Prima Utama to build solar power plant in Indonesia.

“It is a great momentum because Indonesia also wants solutions for renewable energy,” President Director of Swadaya Prima Utama, M Syafrie Syarief said in Jakarta recently.Production of solar module plant will be suffice renewable energy in Indonesia. The plant will operate in Cikampek and generates 60 mega watt solar modules.
Syarief said that Indonesia became the leader of Asian regional market for solar power industry .....
http://www.pimagazine-asia.com/news/...uild-solar-plant-in-indonesia/  

.....The company has projects totalling 802 megawatts in the pipeline, including major developments in the Canada, United States, China and Japan. And while cash-strapped governments are revisiting subsidies paid to solar around the world, the company expects the market to continue to expand as countries such as Japan move away from nuclear and China is desperate to generate clean power to address its pollution crisis.
Trading on the Nasdaq exchange in New York, Canadian Solar is Canada’s largest solar panel manufacturer and ranked third in the world last year; it employs 400 workers at its Guelph manufacturing plant and 10,000 people in 19 countries.....
http://www.theglobeandmail.com/report-on-business/...article14388049/  

.....Across Pakistan, people need a quick fix to an electricity crisis that is crippling the country’s economy and eroding its quality of life. Unwilling to wait for their government to build promised dams and plants, ordinary Pakistanis are snapping up solar panels – not because they are eco-conscious but because they are desperate.

“Last year, there was no acceptance of solar being a solution. This year, people have come to realize that this is something that would help them in the power crisis,” said Abdullah Umer, head of the Lahore flagship store of Nizam Energy, whose company has teamed up with Guelph-based Canadian Solar to sell made-in-China panels. It has completed more than 100 commercial and residential projects in 10 months. “We’ve only touched, I think, about 15 to 20 per cent of the [solar] market up until now – 80 per cent of the market is still untapped,” he said.....

Prime Minister Nawaz Sharif has expressed interest in alternative energies like solar power as an important part of the solution to the electricity crisis. During a visit to China this month, he visited a solar company and invited Chinese investment in Pakistan.

Last month, Mr. Sharif’s younger brother, Punjab Chief Minister Shahbaz Sharif, said his province was teaming up with the Asian Development Bank to deliver solar energy projects totalling 2,000 megawatts.....

http://www.theglobeandmail.com/news/world/...r-power/article13239061/  

The chart below shows earnings per share (EPS) estimates for solar companies for the next three years. These are the consensus assessments, averaging projections from firms who cover these companies. The dark blue shows estimates for fiscal year 2014, the medium blue FY 2015, and the light blue FY 2016.
http://static.cdn-seekingalpha.com/uploads/2013/9/...6776765_rId9.jpg

The company with the most consistent, and most promising earnings estimates, is First Solar (FSLR). EPS are projected to remain high for FSLR over the next three years. CSIQ shows the greatest improvement, much of the reason why the forward-looking stock market has generated huge gains for this China-based solar cell and module company.

Even the companies that have negative earnings show marked improvement in their EPS projections. While some of these may be good long-term investments, companies projected to have negative consensus earnings three years out look quite speculative.

http://seekingalpha.com/article/...ar-stocks-taking-off?source=nasdaq  

http://video.cnbc.com/gallery/?video=3000202094&__source=yahoo  

noch 18ct bis zum einem neuen Jahreshoch :-)  

neues Ziel?
es gibt noch ein Downgap vom 21.04.2010
Also: 20.72 USD
:-)  

aus Japan ,jährlicher Zuwachs wird von Deutscher Bank auf 7-9 GW geschätzt.Canadian erwartet 380 bis 420 MW zu verschiffen in diesem Quartal,wovon ca 40% nach Japan gehen .Aktie steigt   9% in USA

The company shipped 340 megawatts of modules in the first quarter, Guelph, Ontario-based Canadian Solar said today in a statement. That beat its March forecast of 290 megawatts to 310 megawatts.
Shipments to Japan swelled 76 percent from the fourth quarter and accounted for 25 percent of Canadian Solar’s total deliveries.
Solar demand in the world’s third-largest economy is “strong” and is approaching an annual run-rate of 7 gigawatts to 9 gigawatts, Vishal Shah, a New York-based analyst for Deutsche Bank AG, wrote in a note to investors yesterday.Canadian Solar expects to ship 380 megawatts to 420 megawatts of panels in the current quarter, and as much as 40 percent may go to Japan.....
http://www.bloomberg.com/news/2013-05-28/...anel-demand-in-japan.html  

älterer Beitrag ,aber trotzdem richtig  

September 27, 2013 groSolar has announced the completion of a 3 MW AC solar photovoltaic (PV) system in Berkley, Massachusetts. This is the second municipal utility‑tied project which groSolar has built in Massachusetts this year. The first was a 2 MW AC system in Sterling, completed in early January 2013.

Both projects are co-owned by Canadian Solar Inc. (NASDAQ: CSIQ), one of the worlds largest solar power companies, and INDU Solar Holdings a joint venture between subsidiaries of Duke Energy and of Integrys Energy Services. The projects were developed by Community Energy Solar, LLC.

With record high temperatures this summer in the Northeast U.S., many regional electricity markets were near or at all-time records for peak consumption. ....
http://quotes.freerealtime.com/dl/frt/N?NewsStory=1
 

The solar sector is on fire today, and Canadian Solar Inc. (NASDAQ:CSIQ) is no exception. The stock was last seen 8.1% higher at $16.50, after touching a new two-year high of $16.65 in earlier trading. Against this backdrop, options traders are making a mad dash for CSIQ call contracts, in order to gamble on more short-term upside for the security.

In afternoon action, the stock has seen roughly 15,000 calls change hands -- nearly eight times its average intraday call volume, and close to 10 times the number of CSIQ puts exchanged. Reflecting the escalating demand for the options is the security's 30-day, at-the-money implied volatility (IV), which has skyrocketed 5.1 percentage points, or 7.8%, to 69.8%.

Most popular is the October 15 call, where nearly 7,000 contracts have crossed at a volume-weighted average price (VWAP) of $1.84. The majority of the calls traded on the ask side, and IV at the strike was last seen 6.2 percentage points higher, hinting at newly bought bullish bets......

http://www.schaeffersresearch.com/marketcenters/...d+up/default.aspx?  

Was meint Ihr? Im letzten Conference Call wurde ja bereits fleißig über die Währungsverluste berichtet. Leider ist der US-Dollar weiterhin sehr schwach, sogar noch schwächer als in Q2! Sollte Canadian in Q3 daher weiterhin zwar auf EBIT schöne Zahlen zeigen, aber auf EBT Basis leider tiefrot!

Was meinst Du Ulm?  

Ich denke mal es ist ursprünglich chinesisch und als es an der Nasdaq listede hatte es 2011 zusätzlich eine Firma in Guelph in Ontario gegründet und nennt sich seitdem Canadian  .Ist besser für den Ruf,weil man annimmt Kanadier machen bessere Qualität und dafür bezahlt man auch mehr

The bulk of Canadian Solar's manufacturing facilities are located in China. In 2011, Canadian Solar also began manufacturing in a plant in Ontario, Canada.[4] The Ontario plant with a production capacity of over 200 MW per year[3] employs several hundred workers and its products are compliant with Ontario's feed-in tariff domestic content provisions.
http://en.wikipedia.org/wiki/Canadian_Solar

Installers in Canada and other markets are willing to pay a premium for Canadian-made solar panels because of their reliability, he said. At the same time, Canadian Solar not only produces photovoltaic panels but manufacturers silicon ingots in China and develops solar energy projects in Ontario and elsewhere, creating its own demand.
The company has projects totalling 802 megawatts in the pipeline, including major developments in the Canada, United States, China and Japan....Trading on the Nasdaq exchange in New York, Canadian Solar is Canada’s largest solar panel manufacturer and ranked third in the world last year; it employs 400 workers at its Guelph manufacturing plant and 10,000 people in 19 countries.
http://www.theglobeandmail.com/report-on-business/...article14388049/







 

On September 11, 2013, Canadian Solar Inc. (Canadian Solar) reported that it has completed its previously announced at-the-market offering of common shares. The Company informed that post the completion of the offering, it has sold 3,772,254 of its common shares at an average price of $13.25 per share, raising c.$50 million in gross proceeds. Canadian Solar stated that the net proceeds received from the offering stood at approximately $48 million, which the Company plans to use for general corporate purposes. The Full Research Report on Canadian Solar Inc. - including full detailed breakdown, analyst ratings and price targets - is available to download free of charge at: [http://www.investorsreports.com/report/2013-09-26/CSIQ]

http://www.nasdaq.com/press-release/...enesola-and-lsi-20130930-00279  

http://www.ariva.de/forum/...n-wie-lange-403908?page=159#jump16591496  dank  ulm000:
Hier die 2013er Kursperfomance-Rangliste (Stand Ende Q3 bzw. Ende September) der 32 größten Solarwerte (in Klammern sind die Aktienbewertungen Kurs/Gewinn-, Kurs/Umsatz- und Kurs/Buchwertverhältnis nach den Prognosen für 2014 angegeben):

1. Canadian Solar (China) + 400% (KGV: 6,3; KUV: 0,3; KBV: 1,1)
2. Sunpower (USA) + 365% (KGV: 40,9; KUV: 1,2; KBV: 2,9)
3. SolarOne (China) + 341% (keine Ratings vorhanden)
4. Sunergy (China) + 323%  (KGV: neg.; KUV: 0,2; KBV: neg.)
5. Yingli (China) + 295% (KGV: neg.; KUV: 0,4; KBV: 2,6)
6. Real Goods Solar (USA) + 267% (keine Ratings vorhanden)
7. Jinko Solar (China) + 263% (KGV: 8,3; KUV: 0,4; KBV: 1,5)
8. Trina Solar (China) + 256% (KGV: 220; KUV: 0,6; KBV: 1,5)
9. Phoenix Solar (Dtsch.) + 249% (KGV: neg.; KUV: 0,1; KBV: 5,2)
10. Renesola (China) + 224% (KGV: 45,4; KUV: 0,3; KBV: ?)
11. SolarCity (USA) + 190% (KGV: neg.; KUV: 11,5; KBV: ?)
12. SunEdison (USA) + 148% (KGV: 49,8; KUV: 0,5; KBV: 3,6)
13. JA Solar (China) + 138% (KGV: neg.; KUV: 0,3; KBV: 0,6)........  

Oct. 2 (Bloomberg) -- TransCanada Corp., co-owner of Canada’s biggest wind farm, bought two power plants from Canadian Solar Inc. (CSIQ) for C$95 million ($91.9 million).
The Brockville 2 and Burritts Rapids projects in eastern Ontario total 16 megawatts and are among nine that TransCanada agreed in 2011 to buy from Canadian Solar, the Guelph, Ontario-based solar company said in a statement today.The Brockville 2 and Burritts Rapids projects in eastern Ontario total 16 megawatts and are among nine that TransCanada agreed in 2011 to buy from Canadian Solar, the Guelph, Ontario-based solar company said in a statement today.
The nine-plant deal comprises 86 megawatts of solar farms and will cost about C$470 million, ....TransCanada acquired the Brockville 1 plant in June and the remaining six are expected to be operational by the end of next year.
http://www.bloomberg.com/news/2013-10-02/...-from-canadian-solar.html
http://www.bloomberg.com/news/2013-10-02/...-from-canadian-solar.html  

http://www.nasdaq.com/symbol/csiq/premarket  

http://quotes.freerealtime.com/dl/frt/N?NewsStory=1
-October3, 2013-BlackRock buys Canadian solar power operations from Canadian Solar
 

Canadian Solar verkauft vier Kraftwerke mit 36 MW Kapazität

Guelph, Kanada – Canadian Solar hat in den vergangenen Tagen vier Photovoltaik-Entwicklungsprojekte verkauft. Das Unternehmen meldete jüngst den Abschluss der zwei Anlagen umfassenden Transaktion an TransCanada. Zusätzlich haben die Kanadier einen neuen Auftrag an Land gezogen......

http://www.iwr.de/news.php?id=24715