SocialPicks Sentiment:
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This Quarter's Sentiment:
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SocialPicks Community
Solar is brutally competitive, and may not be the answer anyhow
STP
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+10.44%
in
33 days
Predicting solar panel oversupply ruins the margins of just about all the solar players. This includes STP.
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Bullish on STP ...
STP
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+77.53%
in
338 days
Suntech Power Holdings Co., Ltd. designs, develops, manufactures, and markets various photovoltaic (PV) cells and modules to provide electric power for residential, commercial, industrial, and public utility applications worldwide. It offers various monocrystalline and multicrystalline silicon PV cells; PV modules; and a range of BIPV products and systems. The company also provides PV system integration services, including designing and installing PV systems used in lighting for outdoor urban public facilities, and farms and villages, as well as in telecommunications and transportation sys...
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From profits to losses
STP
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+29.99%
in
67 days
(closed on 02/24/09)
My prediction is SunTech moves into the red in the next 24 months, and when it does it will struggle to come out of the red. The balance sheet has enough debt and ST liabilities to challenge it going forward, but certainly capital raisings can change my target price. Solar industry is low margin business even for the low-cost provider. If Suntech loses cost advantages, this is a big problem.
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Bullish on STP ...
STP
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+77.53%
in
338 days
Suntech Power Holdings Co., Ltd. designs, develops, manufactures, and markets various photovoltaic (PV) cells and modules to provide electric power for residential, commercial, industrial, and public utility applications worldwide. It offers various monocrystalline and multicrystalline silicon PV cells; PV modules; and a range of BIPV products and systems. The company also provides PV system integration services, including designing and installing PV systems used in lighting for outdoor urban public facilities, and farms and villages, as well as in telecommunications and transportation sys...
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Chinese solar
STP
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-74.34%
in
649 days
China must clean up it's environmental mess. China is also a leader in solar energy and they know they have to be. I think Chinese solar companies have a long way to go up.
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From the Blogosphere
Suntech Power: Downgraded to Hold
Filed under: Suntech Power Hldgs ADS (STP)  Suntech Power Holdings' (NYSE: STP) stock has 'totally misbehaved,' from a technical standpoint, since first recommended on July 28, 2009 at a price of $19.24. Hence, I'm putting a Hold on the shares.
Back in July, the calculation was that Suntech would benefit from China's solar subsidy program, as well as from U.S. government initiatives to invest in renewable energy. Further, reduced selling prices moving forward were expected to increase demand for Suntech's products. The First Call FY2009/FY2010 EPS estimates for STP are 21 cents to 57 cents. <><>C...
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MEMC To Acquire SunEdison; Posts Q3 Loss; Stock Falls
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In a major diversification move, polysilicon producer MEMC Electronic Materials (WFR) this afternoon said it will acquire SunEdison for at least $200 million in cash and stock. SunEdison, which developers, finances, owns and operates solar projects, has about 300 employees. Investors in the company include Goldman Sachs, MissionPoint Capital Partners, Black River Asset Management, Greylock Partners, HSH Nordbank and Applied Materials (AMAT). <>Terms call for MEMC to pay the $200 million purchase price 70% in cash and 30% in stock; the deal also includes a provision for an earn out of up to $89 ...
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Solar Stocks Slide On Worries Over German Subsidies
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Uh-oh. For years, Germany has been by the far the world’s largest solar market, thanks to an extremely lucrative feed-in-tariff program. But the cost of the program has become a political issue in Germany recently. And now a spokesman for the ruling Christian Democrats has warned that the government intends to reduce incentives for generating solar power as early as next year. <>According to Bloomberg, Joachim Pfeiffer, the “energy spokesman” for the party, noted that there has been a massive increase in solar capacity in the country, at a time when solar-power panel prices have plummeted. “W<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
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Report: Solar Stocks’ Aggressive Accounting Raises Red Flags
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The solar technology industry may report a stronger-than-expected third quarter but could face disappointment in subsequent quarters, warns Hapoalim Securities analyst Gordon Johnson in a note to clients today. Johnson says that his checks suggest demand for photovoltaic modules in Germany has been better than expected, raising the prospect that solar tech makers could demonstrate better sales growth and margins than expiated when they report the September quarter. <>The longer term quality of the industry’s growth may be questionable, however. When growth slows for industries, notes Johnson<><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
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Solar: China Feed-In-Tariff Could Be 2 Years Away
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It could be two years or more before China adopts a national feed-in-tariff program, Hapoalim Securities analyst Gordon Johnson writes in a research note. <>Johnson points out that there have been widespread expectations on the Street that China would adopt a national FIT during 2009. But he notes that an official with the Energy Research Institute at China’s National Development and Reform Commission apparently told a reporter at a conference in Shanghai that it will take at least two years to decided on a national FIT policy. Johnson refers to a Chinese-language Web story dated Tuesday; he...
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About Suntech Power Holdings Co Ltd
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