Christoph's Feed
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.

Jul 6, 2010

SMA Solar sees no China threat to business: CEO

NIESTETAL, Germany (Reuters) – SMA Solar expects Chinese rivals, the biggest threat to the German photovoltaic industry, will not be able to muscle in to its lucrative business, its chief executive told Reuters.

Shares in the world’s biggest maker of solar inverters closed 16 percent higher on Tuesday after SMA hiked its outlook, lifting market hopes that subsidy cuts in Germany would not lead to a slump in demand during the second half.

Jun 30, 2010

European solars win as China loses FX edge

FRANKFURT/HONG KONG (Reuters) – European solar players could get an unexpected business boost as a stronger yuan and a weaker euro relative to the dollar deal a double blow to low-cost Asian rivals’ foreign expansion strategy.

Chinese solar cell and module players such as Suntech Power Holding and Yingli Green Energy built up a 50-percent market share in the German market, the world’s biggest, thanks to weakness in the dollar over the past three years and the fixed yuan exchange rate.

Jun 24, 2010
via Environment Forum

The roof is on fire

Photo

Much has been written about how solar power could help to
solve the energy crisis facing mankind. Ideas range from
harnessing the Sahara’s heat through parabolic mirrors to
transmitting solar energy from space to earth.

The Desertec solar project, for example, aims to supply 15
percent of Europe’s energy needs by 2050. Yet according to
Brussels-based EPIA, the world’s biggest solar industry
association, more could be achieved some 30 years earlier.

Jun 17, 2010

Is now the time to buy into Q-Cells?

FRANKFURT (Reuters) – Q-Cells, the world’s fourth-largest maker of solar cells, has been suffering greatly from the industry’s crisis but recent analyst upgrades suggest that there could be cash to reap from its beaten shares.

The company’s stock has dropped about 47 percent so far this year, performing worse than peers such as First Solar and Suntech, but some analysts have abandoned their long-term “sell” stance on the stock.

May 27, 2010

China remains good buy-in case, says BlackRock

FRANKFURT (Reuters) – Cheap stocks and robust consumption by its middle class are reason to buy into China now, even though markets have turned cautious on the world’s No.3 economy, a fund manager at BlackRock told Reuters.

“The sentiment (regarding investing in China) is quite different from 6-8 months ago. And we are not immune to these concerns. There is risk, but we do think that it is a good opportunity to invest in the country, due to low valuations and strong consumption,” Jing Ning, portfolio manager at BlackRock, said in an interview on Thursday.

May 24, 2010

Small industrial, luxury stocks gain from euro, BRICs

BRUSSELS/FRANKFURT (Reuters) – Small engineering and luxury products companies in Europe could outperform larger competitors in the current market squeeze as the falling euro accentuates the benefits of emerging market demand.

Small-cap stocks tend to underperform larger peers during downturns and outperform during economic recoveries and since the Greek sovereign debt crisis has hit markets, small companies in Europe have lost almost twice as much as their bigger rivals.

May 20, 2010

Does SolarWorld’s buyback make it a buy case?

FRANKFURT, May 20 (Reuters) – SolarWorld’s <SWVG.DE> share
buy-back has renewed investor interest in the company’s stock,
which hit a four-year low last week after first-quarter profit
missed estimates. [ID:nWEA1455]

Solarworld, Germany’s biggest solar company by revenue, said
on Thursday that so far it had bought back 1.4 million shares at
an average price of 9.46 euros ($11.75). It plans to buy back up
to 10 percent of the company’s share capital. [ID:nWEA3255]
[ID:nWEA200]

    • 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."
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