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Canadian Solar Inc. Message Board

  • gcock10 gcock10 Aug 2, 2013 10:44 AM Flag

    EUROPEAN TARRIF on CHINA SOLAR ends next Monday. Buy JKS, CSIQ SOL Today


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    • This weekend's news re: better margins in Europe should help increase CSIQ guidance !
      "Based on reduced numbers, and the fact that Chinese modules will still be cheapest, demand should be healthy at least for the quota retainers. If the demand is nicked, the selling will be done by the brand, warranty and efficiency, distinct options when comparing products with the same price. In this category, Yingli Green Energy (YGE), Canadian Solar (CSIQ) and Trina Solar (TSL) are the best positioned to monetize those advantages. In comparison to Canadian Solar with only 19%, the EU is a vital market for the two. Canadian's non-reliance on Europe resulted in the highest gross margins out of all the Chinese thus far this year - a feat made possible by the focus on Japan, where the company is an undeniable 2013 volume leader. Accordingly, Canadian Solar's strategy helped the company to avoid negative effects of the low ASP in the EU, but those who rely on Europe should see uplift in the second part of the year with the minimum price benefits."

      Sentiment: Strong Buy

    • "Siemens AG, Europe’s biggest engineering company, expects Japan to almost double its capacity of renewable energy by 2030, while continuing with nuclear power generation even after the Fukushima disaster.
      Renewable energy may account for 35 percent of capacity in 2030, compared with 19 percent in 2011, Kenichi Fujita, senior executive operating officer at Siemens Japan K.K., told reporters in Tokyo today."

      Sentiment: Strong Buy

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