Rob Stone Comments on Implications of Yingli (NYSE:YGE) Reports for Broader Solar Industry
Source: http://feedproxy.google.com/~r/smallcappulse/feed/~3/-yAwKj7yK0I/Posted on Friday, November 13th, 2009 | In Investing Lessons, Small & Micro Cap
November 13, 2009 ndash; Analyst Comments ndash; Cowenrsquo;s Rob Stone commented on Yingli Green Energyrsquo;s (NYSE:YGE) Q3 report and the overall conditions in the solar industry this morning.
Key Takeaways
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Believes potential subsidy changes in Germany and Italy will drive strong demand in the first half of 2010
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Yinglirsquo;s comments that it is essentially sold out on existing capacity and expects to ship some product in Decembernbsp;nbsp; for Q1 delivery support view thatnbsp; conditions are improving
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; Yingli doesnrsquo;t appear to be leading prices lower in Q1
middot;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp; SunPower (Nasdaq:SPWRA) and Trina Solar (NYSE:TSL) should be well positioned nbsp;with relatively stronger exposure in Southern Europe.
Last 5 posts by Small Cap Pulse
- Cowen’s Stone Comments on U.S. Utility Scale Solar Segment - OUTPERFORM on FSLR, SPWRA, TSL - February 8th, 2010
- CPV Summit 2010 - Our Takeaways - February 4th, 2010
- Aspire’s Alt Energy and Clean Tech Highlights Week to Date - February 3rd, 2010
- Fuel-Tech (Nasdaq:FTEK) - Our Take - February 2nd, 2010
- HOKU Reports Lackluster Q3 Results - Cowen’s Stone Revises Model, Reiterates NEUTRAL Rating - January 28th, 2010
 About Small Cap Pulse (http://www.smallcappulse.com/index.php/blog/detail/)
Our focus at Small Cap Pulse is to provide our readers with timely and insightful stock ideas and market information, commentary about the economy and political conditions influencing it. We don't believe that stocks trade in a vacuum, so we believe that it is important to consider macroeconomics, the political climate, seculrar and industry trends that are relevant and necessary to consider when contemplating taking a long or short position, regardless of whether it is a long-term minded investment or a day-trade. So we will spend time discussing general conditions that we believe will influence the performance of companies that we report on in the Small Cap Pulse. We hope that you find our site informative and useful. |
No recommendations, either expressed or implied, are being made to buy, sell, hold or short any of the mentioned stocks. No legal, tax or accounting advice is expressed or implied. Always contact your attorney, CPA, or tax advisor before acting on any legal or tax issues. StraightStocks.com is not responsible for the content, products, or services of any of the advertisers on this site. StraightStocks.com receives compensation from advertisers on this blog. Services and products referred to herein are trademarks, registered trademarks, servicemarks, and/or registered servicemarks of their respective trademark or servicemark owners.