Fancy consumers? Go for emerging market exposure
FRANKFURT (Reuters) – Emerging markets are the key for consumer stocks and investors should go for established names with high exposure in these economies rather than buying into local players, a fund manager at ING said.
“I like to play the emerging markets through the multinationals,” Huub van der Riet, manager of the ING (L) Invest Food & Beverages, told Reuters.
Buy or Sell: Nordex shares: headwind or tailwind?
FRANKFURT (Reuters) – Shares in German wind turbine maker Nordex have lost nearly a third of their value since the beginning of the year, as a lack of project funding and weak demand is still burdening the industry.
Thomson Reuters database StarMine shows that a third of analysts covering the stock rate the company “buy,” while 22 percent advise selling the stock.
Nordex shares: headwind or tailwind?
FRANKFURT, Oct 15 (Reuters) – Shares in German wind turbine
maker Nordex (NDXG.DE: Quote, Profile, Research) have lost nearly a third of their value
since the beginning of the year, as a lack of project funding
and weak demand is still burdening the industry.
Thomson Reuters database StarMine shows that a third of
analysts covering the stock rate the company “buy”, while 22
percent advise selling the stock.
Solar M&A on the rise – Latham & Watkins
FRANKFURT (Reuters) – Private equity investors can still find gems in the battered solar industry and are expected to buy in soon, above all in the area of equipment manufacturing where margins seem robust, a senior M&A lawyer said.
“It’s very likely that we will see M&A activity in this segment within the next two years,” Marcus Herrmann, partner at law firm Latham & Watkins LLP, said on Tuesday at the Reuters Global Climate and Alternative Energy Summit.
Solar M&A on the rise: Latham & Watkins
FRANKFURT (Reuters) – Private equity investors can still find gems in the battered solar industry and are expected to buy in soon, above all in the area of equipment manufacturing where margins seem robust, a senior M&A lawyer said.
“It’s very likely that we will see M&A activity in this segment within the next two years,” Marcus Herrmann, partner at law firm Latham & Watkins LLP, said on Tuesday at the Reuters Global Climate and Alternative Energy Summit.
Solar M&A on the rise: Latham & Watkins
FRANKFURT (Reuters) – Private equity investors can still find gems in the battered solar industry and are expected to buy in soon, above all in the area of equipment manufacturing where margins seem robust, a senior M&A lawyer said.
“It’s very likely that we will see M&A activity in this segment within the next two years,” Marcus Herrmann, partner at law firm Latham & Watkins LLP, said on Tuesday at the Reuters Global Climate and Alternative Energy Summit.
Solar M&A on the rise: Latham & Watkins
FRANKFURT (Reuters) – Private equity investors can still find gems in the battered solar industry and are expected to buy in soon, above all in the area of equipment manufacturing where margins seem robust, a senior M&A lawyer said.
“It’s very likely that we will see M&A activity in this segment within the next two years,” Marcus Herrmann, partner at law firm Latham & Watkins LLP, said on Tuesday at the Reuters Global Climate and Alternative Energy Summit.
Germany could see solar power cap: BlackRock
FRANKFURT (Reuters) – Rising costs for solar power in Germany could either trigger a further large cut in sector subsidies or a cap on new installations in the world’s No.1 solar market, a BlackRock fund manager said.
Power transmission grid operators are obligated to pay feed-in tariffs (FIT) to producers of solar power, which are then added to customers’ bills, and critics have noted that ballooning demand for photovoltaics leads to higher costs.
E.ON renewables eyes 2010 oper profit jump
HUSUM, Germany (Reuters) – E.ON, the world’s largest utility by sales, is confident it can grow operating profit at its renewables unit by about 70 percent this year, benefiting from a massive increase in installed capacity.
“We will power ahead with this business,” Frank Mastiaux, chief executive of E.ON’s Climate & Renewables unit, told Reuters late on Tuesday in an interview at a wind conference in the hamlet of Husum, about a 90-minute drive north of Hamburg.
Cells pleased with Q3, can’t meet demand: CEO
FRANKFURT (Reuters) – Solar cell maker Q-Cells is pleased with third-quarter business amid booming demand in Germany, the world’s biggest solar market, its chief executive told Reuters.
“We are running at full capacity and are unable to meet the huge demand,” Nedim Cen said in an interview on Thursday at the company headquarters in Bitterfeld-Wolfen, once the hub of the former East Germany’s ailing chemicals industry.

