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Claymore/AlphaShares China Real Estate Message Board

rogerabc100 112 posts  |  Last Activity: Sep 14, 2014 11:04 PM Member since: Nov 27, 2005
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  • The Coming Solar Capex Boom

    Aug. 22, 2014 11:38 AM ET

    Demand for solar energy keeps on rising briskly, after steep price falls.
    Prices have stabilized and companies recovered some of their profit margins.
    For growth to continue, companies need to significantly expand capex, which has interesting implications for certain stocks.
    If capex doesn't increase enough, prices could actually increase.
    When you get two long-term secular trends working their slow grinding magic over time, like the falling cost of solar and the falling cost of energy storage, sooner or later you end up with something significant, as we tried to argue in a previous article.

  • Global solar panel shortage caused by boom in industry
    Thursday, August 21st, 2014 By Richard Heasman


    solar park By Activ Solar via Flickr
    The solar industry is now facing a global shortage in photovoltaic panels, the shortage is expected to slow growth in the smaller domestic market, raising fears over its survival.

    ..............

  • Solar Boom Results In Shortage Of Panels


    Due to the high demand for solar power, the global market for solar panels will likely face its first shortage since 2006

    Published: August 20, 2014 at 12:07 pm EST
    By: Micheal Kaufman

    A global glut of solar panels in past years lowered prices down substantially, causing demand to go up. Now, the industry may soon face a shortage of solar panels.

    The shortfall will be the first since 2006, when the emerging global solar industry installed a capacity of only 1.5 gigawatts (GW) that year. In 2013, the industry installed 40 GW of capacity. This year, the global market is expected to install more than 50 GW, while the installations in 2015 are estimated to cross 60 GW.

  • Solar panel shortage looms even as manufacturers invest in production

    by Laura Lorenzetti @lauralorenzetti AUGUST 19, 2014, 8:35 AM EDT

    The solar industry is bracing for a global drought in photovoltaic panels after a series of high supply years that pushed prices to all-time lows and encouraged installations.

    Solar panel adoption is supposed to increase as much as 29% this year, which has top manufacturers and installers anticipating a drop in availability of panels. This would be the first such shortage since 2006 when the nascent solar energy industry was just taking hold, reported Bloomberg News.

  • Bloomberg

    Solar Boom Driving First Global Panel Shortage Since 2006
    By Ehren Goossens Aug 20, 2014

    July 3 (Bloomberg) -- Bloomberg’s Seb Henbest discusses the outlook for renewable energy in Europe and which sustainable power source is poised to grow the most. He speaks on “The Pulse.”
    The solar industry is facing a looming shortage of photovoltaic panels, reversing a two-year slump triggered by a global glut.

    The oversupply pushed prices through the floor, making solar power more competitive and driving up demand. It also dragged dozens of manufacturers into bankruptcy, and slowed capital investment at the survivors. With installations expected to swell as much as 29 percent this year, executives are bracing for the first shortfall since 2006.

    Scarcity will benefit the biggest manufacturers, including China’s Yingli Green Energy Holdings Co. (YGE) and Trina Solar Ltd. (TSL) A shortage may slow development outside the top markets in Asia and North America if suppliers favor their largest customers. Shipments to large, utility-scale solar farms may get priority over smaller, rooftop systems, threatening one of the industry’s fastest-growing markets.

    “The cell and module glut has certainly dried up,” said Stefan de Haan, a solar analyst at IHS Inc. “There is no massive overcapacity anymore.”

    Related: Obama’s Green Dilemma: Punish China, Imperil U.S. Solar

    The looming shortage shows the rapid expansion of solar energy. The industry may install as much as 52 gigawatts this year and 61 gigawatts in 2015. That’s up from 40 gigawatts in 2013, and more than seven times what developers demanded five years ago, according to Bloomberg New Energy Finance.

  • Reply to

    Email from Solarone's Paul Comb

    by goodwin_da Aug 4, 2014 2:51 PM
    rogerabc100 rogerabc100 Aug 19, 2014 4:59 PM Flag

    question #7 is very interesting. "positively surprise investors" So why HSOL is near 52 weeks low ???
    ______________________________
    7) Why the new CEO is not improving the financial of Solarone as he promised after the earning results of Q1/20014

    There is no way to judge this public financial reports have not been made other than our 1Q report just a few weeks after he joined. Our 2Q report later in August will positively surprise investors. Give him some time. I think you will see conditions improve beginning in the Q2.

  • rogerabc100 rogerabc100 Aug 19, 2014 2:09 AM Flag

    This news should be very good for solar sector . If we add also a good ER as hinted by Combs then maybe we have $2.5 before the ER and $2.8 after the ER.

  • Barron's

    August 18, 2014, 8:20 P.M. ET
    China Solar: China Offers US Trade Settlement; Gainers And Losers

    By Shuli Ren

    China and U.S. were starting another solar tariff war. In late July, the U.S. Commerce Department issued a preliminary ruling on a set of punitive anti-dumping duties on Chinese and Taiwanese solar companies. Before this round of ruling, Chinese companies were setting up manufacturing plants in Taiwan to circumvent the extra tariffs they faced. Last week, China retaliated by closing its loopholes on US too. Bloomberg had a piece on this tariff fight yesterday for those interested in the background info.

    It seems China is willing to sit down and negotiate out a deal. Bloomberg’s Bureau of National Affairs said that a law firm representing China had sent a letter to Commerce Secretary Penny Pritzker proposing a suspension agreement to settle the trade dispute.

    “Based on our checks, we estimate the probability of [trade settlement] success is now ~30-40% vs. prior expectations of 5-10%,” noted Roth Capital Partners Philip Shen and Matthew Riley, adding “the narrative for Chinese solar stocks, in our view, has shifted to a more positive tone from one that had been weighed down by negative trade case sentiment.”

    There is more from Roth:

    We spoke with a trade expert with 30 years of experience, and he believes this a “major step” in reaching a resolution. In over 30 years of experience, our trade expert has seen ~10 suspension agreement offers from China, and less than half have succeeded. We note that just because the offer was made does not mean the US government or the US solar industry, i.e. SolarWorld (SWVK-NC), will accept the offer. We believe, however, the Chinese government would not have made an offer without believing it would have a decent probability of success as it does not want to be rejected by the US government publicly.

  • Korea Daily
    Hanwha sets sights on acquisitions

    Group expanding in chemicals and solar power businesses

    Aug 16,2014

    Hanwha Group is strengthening its competitiveness in petrochemicals, solar power and advanced materials by acquiring other companies as it restructures to prepare for future growth.

    “We are actively reviewing acquiring solar power retailers in Japan, Germany and the Middle East, while participating in solar power plant operation,” the group said. “We want to solidify our status in the solar power business, which is now delivering profits.”

    The nation’s 10th-largest conglomerate said yesterday that its affiliate Hanwha Chemical has acquired a 50.7 percent stake in KPX Fine Chemical for 42 billion won ($40 million). KPX Fine Chemical in 1982 became the first Korean company to produce toluene diisocyanate (TDI), a polyurethane material, and makes 75 percent of its revenue from exports.

    “This M&A is one of our business-restructuring efforts to reinforce our core ability in the manufacturing sector,” the group said in a release. “Hanwha has a vision for our core businesses to become global top players by 2020 through business restructuring under a ‘select and focus’ strategy.”

    Hanwha Chemical said that the acquisition of KPX Fine Chemical will allow the company to boost its businesses that require chlorine, which is used for the company’s polyvinyl chloride (PVC) and TDI products.

    In addition, the company said that the acquisition will increase operations at its three TDI plants, which were scheduled to stop producing by 2015. Hanwha Chemical said that it can collect 400 billion won in revenue per year by keeping the plants on the line. It also plans to use a 160,000-square-meter (39-acre) plot of land owned by KPX Fine Chemical for expansions.

  • This is huge news that has been ignored by the market and the corrupt analysts. Providing health insurance for large businesses is a big business and will increase revenues significantly in Q4/2014. This new large businesses insurance could increase the future revenues significantly for EHTH.

  • Six Rational Reasons Why 37% Meltdown Was Unjustified.
    1) EHTH beat EPS by 140% ( Estimate non-GAAP of 0.09 vs actual of 0.22) . EHTH had a minor "miss" of guidance but typical Wall Street games being played to screw the retail investors.

    2) For 2014 revenue is expected to be $185M to $194M , compared to previous guidance of $206M to $213M which is a pretty minor "miss" and still reflects 20% growth from 2013. But again the Street manages to portray this as a disaster, as they always do.

    3) Total estimated members increased 14% from the second quarter of 2013 . But the Street manages to ignor all the positives and portrayed the report as a disaster, as they always do.

    4) Wall Street likes to screw as many people as they can to sell their shares in cheap so the Street can scoop up the cheap shares and resell them at a huge profit once they decide to reverse course and push the stock up.

    5) EHTH as a biggest online health insurance broker has strong growth YOY, excellent future prospects, zero debt and plenty of cash while trading a tiny market cap of $350M .

    6) All fundamental metrics indicate a strong buy at MC of $350M. 48% Meltdown of EHTH Is Absolutly Unjustified.

  • Reply to

    Dumb Question--But Doesn't Obamacare Obsolesce

    by roboklerk Aug 1, 2014 12:23 PM
    rogerabc100 rogerabc100 Aug 1, 2014 1:04 PM Flag

    Because people like to do everything online. Especially millennium generation does everything online

  • rogerabc100 rogerabc100 Aug 1, 2014 12:49 PM Flag

    CEO said in CC that EHTH plan to provide health insurance for large businesses as well as small businesses
    This is huge news that has been ignored by the market. Providing health insurance for large businesses is a big business and will increase revenues significantly in Q4/2014

  • Reply to

    Way oversold .....

    by rahwearinc Jul 31, 2014 10:54 AM
    rogerabc100 rogerabc100 Aug 1, 2014 1:41 AM Flag

    Way oversold .

  • rogerabc100 rogerabc100 Aug 1, 2014 1:35 AM Flag

    I heard in the CC that CEO saying that. This is great news for EHTH. This large businesses insurance could increase the future revenues significantly. I dont see why the guidance was lower than estimate

    After EHTH beat EPS by 140% ( Estimate non-GAAP of 0.09 vs actual of 0.22) , it should not crash by 37%

  • rogerabc100 rogerabc100 Aug 1, 2014 1:29 AM Flag

    EHTH beat EPS by 140% ( Estimate non-GAAP of 0.09 vs actual of 0.22) . EHTH had a minor "miss" of guidance but typical Wall Street games being played to screw the retail investors.

  • 1) EHTH beat EPS by 140% ( Estimate non-GAAP of 0.09 vs actual of 0.22) . EHTH had a minor "miss" of guidance but typical Wall Street games being played to screw the retail investors.

    2) For 2014 revenue is expected to be $185M to $194M , compared to previous guidance of $206M to $213M which is a pretty minor "miss" and still reflects 20% growth from 2013. But again the Street manages to portray this as a disaster, as they always do.

    3) Total estimated members increased 14% from the second quarter of 2013 . But the Street manages to ignor all the positives and portrayed the report as a disaster, as they always do.

    4) Wall Street likes to screw as many people as they can to sell their shares in cheap so the Street can scoop up the cheap shares and resell them at a huge profit once they decide to reverse course and push the stock up.

    5) EHTH as a biggest online health insurance broker has strong growth YOY, excellent future prospects, zero debt and plenty of cash while trading a tiny market cap of $385M .

    6) All fundamental metrics indicate a strong buy at MC of $3850M

  • SunRise Power, Cosma and Hanwha SolarOne to Deliver 1 Gigawatt .PV Solutions to Mexico

    Published on June 2, 2014

    SunRise Power, a leading Canadian provider of photovoltaic (PV) systems and engineering, procurement, construction, and maintenance services (EPCM) is pleased to announce a cooperation with Cosma International, a leading global metal forming supplier and Hanwha SolarOne, a top 10 global photovoltaic module manufacturer, to deliver bankable PV system solutions to the Mexican PV market.
    "We are excited to announce this cooperation with Cosma and Hanwha SolarOne which will help bring bankable Canadian EPCM experience to the deployment of over 1 Gigawatt of utility scale PV and multi-MegaWatts of rooftop PV projects in the rapidly growing Mexican PV market," said Paul Pauze, President of SunRise Power.

    "This cooperation is a key element of our long term growth strategy, which intends to extend the benefits of the Canadian business model and its associated engineering expertise to provide clean, secure energy to Mexican businesses and properties."

    "Mexico is rapidly emerging as a leading market for solar PV installations, so we're excited to partner with leading solutions providers like SunRise Power to bring a world-class customer experience," said Doug Urban, Managing Director Hanwha SolarOne

  • Samsung SDI May Give Up Solar Energy Business after Just 3 Years

    Samsung SDI’s solar cell energy business has flopped. The company acquired the business from Samsung Electronics for 161.3 billion won (US$159.8 million) back in July 2011. But the electric parts manufacturer is known to be suffering from such poor solar cell performance that it won't unveil specific revenue numbers.

    Earlier in June 2011, Samsung SDI’s CEO Park Sang-jin announced the slogan of its new vision, “eco-friendly energy solution company,” and selected solar cells as its core future business. He showed self-confidence in the business by saying, “Samsung SDI will be reborn as an eco-friendly energy solution company,” adding, “We will grab the global number one position by creating synergy with existing energy businesses.”

    With such a goal, Samsung SDI announced that it would provide a total solution with solar cells and its energy storage system (ESS). It even boasted that it would operate a 150 MW mass production line and manufacture the solar cells with 19 percent increased efficiency, the highest rate in the industry, while charging more than the average market price for them.

    This rosy vision, however, didn’t even last three years. Instead, the solar cell business has now became a major nuisance for the company.

  • On the Company News page on the left side there is a new button called "Bidding Notification". If you click on it you get a message "Coming Soon"

    What is that "Coming Soon" ?

    1) It could be selling the HSOL to another Chinese solar company.
    2) It could be merging Qcell with HSOL.
    3) Some process that stop the completion between Q-cell and HSOL and increase synergies.
    4) Finalizing the 700MW MOU

    Any rational response what is in process and why the coming news is pushing the stock to 52 wk low?

TAO
22.13-0.17(-0.76%)Sep 15 4:00 PMEDT

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