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JA Solar Holdings Co. Ltd. ADS (JASO)
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One factor that has plagued the solar stocks this year is the strengthening of the U.S. dollar: with sales denominated largely in Euros given he huge portion of the end market represented by Spain and Germany, currency has been a major headwind to the sector. But if the dollar starts to sink, the he...
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Energy Conversion Devices (ENER) shares are trading lower on a trio of cautious analyst comments this morning on the thin-film solar manufacturer.
Citigroup’s Timothy Arcuri this morning cut his FY Q2 December EPS estimate to 25 cents from 36 cents, chopping his FY June 2009 estimate to $1, from $1...
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247wallst.com
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Dec 11, 2008
about
JASO
In an announcement late yesterday, JA Solar Holdings (NASDAQ:JASO) revised its revenue estimate for the fourth quarter of just $124 million, down from a range...
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blogs.barrons.com
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Dec 10, 2008
about
JASO
The troubles in the solar sector continue to deepen.
JA Solar (JASO) this afternoon again cut its Q4 guidance.
The solar cell company now sees revenue of about $124 million, down from previous guidance of $191.5 million to $220.9 million. The earlier guidance, which JA Solar had provided on November...
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blogs.barrons.com
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Nov 26, 2008
about
JASO, FSLR, ESLR and 8 moreTSL, CSIQ, WFR, ENER, STP, SOL, LDK, CSUN
So here’s the crux of the debate on the solar stocks, which today have gained ground for the fourth straight session, posting some impressive cumulative gains after a long, long slide.
The bearish view is that the stocks, while certainly badly beaten up in recent months, still must endure a period o...
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Wow, now that’s what I call a rally.
Solar stocks have been battered in recent weeks by concerns about falling demand, depressed prices, tighter credit and the stronger dollar; last week the sector suffered through some truly nasty earnings reports. But today the stocks have staged a mammoth rebound...
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Wow, now that’s what I call a rally.
Solar stocks have been battered in recent weeks by concerns about falling demand, depressed prices, tighter credit and the stronger dollar; last week the sector suffered through some truly nasty earnings reports. But today the stocks have staged a mammoth rebound...
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The remarkable swoon of the solar sector continues unabated.
While there remains widespread anticipation that an Obama Administration will push for an expansion of the use of alternative energy generally and solar in particular, those hopes have been overwhelmed by collapsing fundamentals in the in...
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The point that alternative energy companies are being battered in the stock market is no surprise. Yet some of the companies, at least, are performing fairly well and probably deserve better treatment. Solar PV cell-maker SunTech Power Holdings (NYSE:STP) for example. Yesterday the company reporte...
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blogs.barrons.com
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Nov 12, 2008
about
JASO
The big warning from JA Solar (JASO) this morning has triggered another day of big losses for solar stocks - and provided clear evidence of an industry in deep trouble.
Several analysts have followed up the news with comments on what the news means for the state of the industry; here are a few key t...
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blogs.barrons.com
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Nov 12, 2008
about
JASO, SOL
The shockingly weak guidance announced this morning by JA Solar (JASO) seems to be taking a toll on shares of solar wafer producer ReneSola (SOL), which in its SEC filings lists JASO as one of its largest customers.
The following is from a ReneSola financial filing:
In December 2007, we entered into...
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The China-based solar cell and module manufacturers are slowing down production in anticipation of slowing demand and falling prices, according to Wedge MKI, the Asia-based research arm of investment research boutique Wedge Partners. In a research note this morning, Wedge provided a rundown on the m...
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As I noted earlier, yesterday afternoon’s currency-related earnings warning from SunPower (SPWRA) has sucked all the air out of the recent Obama-powered rebound in solar shares.
Two analysts responded to the news by downgrading SunPower; the more serious question are whether this is an isolated even...
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blogs.barrons.com
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Nov 03, 2008
about
JASO
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zachstocks.com
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Oct 30, 2008
about
JASO
JA Solar Holdings Co., LTD. (ADR) (JASO) has seen its shares transformed from high-flying growth status to a depressed state in merely a matter of months. It’s like my old boss used to tell me, “Zach, there’s only a short distance from the penthouse to the outhouse.” Those words seem to ring true...
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Will it really be 10 times bigger than the Internet?
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blogs.barrons.com
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Oct 23, 2008
about
JASO
JA Solar (JASO) shares are trading lower today after Collins Stewart solar analyst Daniel Ries trimmed estimates for the company, citing both currency factors and the unfortunate impact of its entanglement with the Lehman bankruptcy.
Ries cut his 2008 EPS estimate to 85 cents from 90 cents; for 2009...
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zacks.com
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Oct 20, 2008
about
JASO
Ongoing capacity expansions and burgeoning committed supply of key raw materials will continue to boost the cash-rich JASOÂs growth story. This part was added on experimental basis to see the effect. This part was added on experimental basis to see the effect. This part was added on experimental b...
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The market is grappling with two basic issues on solar stocks. One, the stocks have sold off significantly in recent weeks, leaving valuations far lower than they were just a few weeks ago. But the offset is that the industry is not going to be invulnerable to a slowing global economy, and in partic...
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