Christoph's Feed
Aug 16, 2010

Forget old school gaming! Times are changing: EA

FRANKFURT (Reuters) – The mobile revolution is forcing change in traditional gaming, the chief operating officer of Electronic Arts (ERTS.O: Quote, Profile, Research, Stock Buzz) said, as games on mobile phones and social network sites become a major industry trigger.

“The days when people were just putting a CD in a console are over. The industry is changing and I think the CD can be a starting point,” John Schappert told Reuters in an interview ahead of Gamescom, Europe’s biggest video games trade fair.

Aug 13, 2010

SMA Solar Q2 fails to impress, shares fall

FRANKFURT, Aug 13 (Reuters) – SMA Solar (S92G.DE: Quote, Profile, Research, Stock Buzz), the
world’s No.1 maker of solar inverters, missed high expectations
for second-quarter profits after the German group fuelled hopes
for more by raising its outlook last month.

A buoyant German market led industry players around the
world — including SunPower (SPWRA.O: Quote, Profile, Research, Stock Buzz), LDK (LDK.N: Quote, Profile, Research, Stock Buzz), Phoenix
Solar (PS4G.DE: Quote, Profile, Research, Stock Buzz) and SolarWorld (SWVG.DE: Quote, Profile, Research, Stock Buzz) — to post strong
second-quarter results, with some raising their outlooks.
[ID:nLDE67A13W] [ID:nLDE67A0D7] [ID:nN10163416]

Aug 12, 2010

German solars up 2010 view, cautious on 2011

FRANKFURT, Aug 12 (Reuters) – Two of Germany’s largest solar
equipment companies lifted their 2010 sales outlooks because of
a booming global market, even as they joined overseas peers in
giving a cautious view of 2011.

Crisis-ridden Q-Cells (QCEG.DE: Quote, Profile, Research, Stock Buzz), the world’s No.4 solar cell
maker, posted its first quarterly net profit since late 2008 and
raised its outlook as its restructuring efforts start bearing
fruit, while its main market, Germany, takes off this year.

Aug 11, 2010

Solars cautious on future after strong Q2

FRANKFURT/NEW YORK, Aug 11 (Reuters) – Solar power equipment
companies say the industry faces a fresh price slump next year
as subsidies in top global market Germany, which boosted
second-quarter results, are set to be reduced further.

German solar wholesaler Phoenix Solar (PS4G.DE: Quote, Profile, Research, Stock Buzz), module
maker Aleo Solar (AS1Gn.DE: Quote, Profile, Research, Stock Buzz) and SunPower (SPWRA.O: Quote, Profile, Research, Stock Buzz), the U.S.
market leader, all either pointed to flattening demand for solar
products in Europe’s biggest economy or falling selling prices
for solar products next year.

Jul 30, 2010

Global solar sector faces fresh cell glut

FRANKFURT/MILAN (Reuters) – The global solar industry is likely to face a fresh sector trough if the recent European demand feast ahead of subsidy cuts turns into a famine next year.

Excess stocks of module-cells weighed on firms such as First Solar(FSLR.O: Quote, Profile, Research), Q-Cells(QCEG.DE: Quote, Profile, Research), Suntech(STP.N: Quote, Profile, Research) and Solon after a financial crisis-fuelled sector bust in 2008, when prices slid 50 percent, and the same could happen again.

Jul 30, 2010

Analysis: Global solar sector faces fresh cell glut

FRANKFURT/MILAN (Reuters) – The global solar industry is likely to face a fresh sector trough if the recent European demand feast ahead of subsidy cuts turns into a famine next year.

Excess stocks of module-cells weighed on firms such as First Solar, Q-Cells, Suntech and Solon after a financial crisis-fueled sector bust in 2008, when prices slid 50 percent, and the same could happen again.

Jul 29, 2010

SolarWorld sees strong 2011 as Q2 beats forecasts

FRANKFURT, July 29 (Reuters) – SolarWorld (SWVG.DE: Quote, Profile, Research, Stock Buzz),
Germany’s biggest solar company by sales, is confident the
global solar market can grow in 2011 in spite of sector subsidy
cuts, after posting higher than expected quarterly results.

The industry is divided about whether the solar market will
collapse next year, as sector subsidy cuts in Germany, the
world’s biggest solar market, and No. 2 Italy threaten to curb
demand. [ID:nLDE666274]

Jul 19, 2010

Solar in for healthy Q2 but fears about 2011 remain

FRANKFURT/NEW YORK (Reuters) – Strong sales of modules in Germany, the world’s No.1 solar market, are set to boost revenues for the sector elite’s in the second quarter but won’t allay fears about weaker 2011 demand as incentives wane.

After a horrific 2009, top makers of the clean energy systems such as First Solar, Renewable Energy Corp (REC), Q-Cells and Suntech Power Holdings have seen robust sales so far this year.

Jul 13, 2010

Chipmaker rebound holds lessons for German Q-Cells

FRANKFURT (Reuters) – Nedim Cen and Peter Bauer have more in common than being CEOs of German tech companies: Cen, who heads solar cell maker Q-Cells(QCEG.DE: Quote, Profile, Research), and Bauer, CEO of chipmaker Infineon, are both seen as turnaround men.

Now analysts want Cen to take a page out of Bauer’s book on how to rescue a company from the edge: Q-Cells, once the world’s top maker of solar cells, trades at a tiny fraction of a high hit in late 2007 and clearly needs transformation.

Jul 13, 2010

Analysis: Chipmaker rebound holds lessons for German Q-Cells

FRANKFURT (Reuters) – Nedim Cen and Peter Bauer have more in common than being CEOs of German tech companies: Cen, who heads solar cell maker Q-Cells, and Bauer, CEO of chipmaker Infineon, are both seen as turnaround men.

Now analysts want Cen to take a page out of Bauer’s book on how to rescue a company from the edge: Q-Cells, once the world’s top maker of solar cells, trades at a tiny fraction of a high hit in late 2007 and clearly needs transformation.

    • About Christoph

      "I'm responsible for the coverage of German renewable companies, mainly solar, at Reuters News. Previously, I have worked as a correspondent at Thomson Financial News, covering German technology and construction companies."
    • Follow Christoph