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2014 Chinese Solar Stock Portfolio: Second Half of the Year Assessment
Six months return objective is at 78% for CSIQ, 24% for Trina, 25% for JA Solar and Jinko at 8%.
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First Half of the Year sees Chinese Solar Module Exports at 10GW
Chinese global exports are expected to hit 20GW during 2014, in addition to 13GW in the domestic market
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Not Sold on Solar Demand Collapse in China –Undervalued Situations’ Review
the general opinion guilelessly sees more capacity being stacked against a perception of lower demand resulting in risks of module glut and lower ASP
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March 2014, SPVInvestor Research, Inc., China Solar Exports Data Report-Q1 Review
The first quarter of 2014 was the largest quarter to date for deliveries, at 4.8GW of modules sent
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February 2014, SPVInvestor Research, Inc., China Solar Exports
The first quarter of the 2014 has the potential to become the largest quarter since Q2 2013, reaching around 4.6GW
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Strategy for 2014 Solar Portfolio: Consistent Value Generation, pt. II
Canadian, delivering EPS between $4.30 and $4.70, could get a price target of $65 to $68 by the end of the year, offering nearly a 100% return from Friday's March 21 closing price.
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Strategy for 2014 Solar Portfolio: Looking for Undervalued Situations
Having most of the fourth quarter results behind us, it is time to summarize what to expect from 2014 in the case of portfolio development, and which companies are likely to make it worthwhile for investors.
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Shanghai Chaori Default Signals Shift to Liberalization of Chinese Markets
Chaori rose a lot of attention in financial circles as being the first corporate bond default in Chinese history, but for the solar industry, this is just system at work
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January 2014, SPVInvestor Research, Inc., China Solar Exports Data Report
The overall deliveries for January were a 38% increase month-over-month, and 19% year-over-year
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New Solar Gold Rush Without a Rush
Deutsche Bank, in recently published world solar market forecasts, announced another gold rush, and it said China would be one of three profit drivers in the next two years. Still, this time around, the Chinese are pretty calm about it
" China Export Data Report ( CEDR ) - is the most complete collection of data on solar exports from China and Taiwan. Maximum value for a minimum price."
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CEDR report covers following:
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Each report has specific information on 8 leading Chinese, US-listed public companies, including results for prior quarters.
Package contains data in Excel format, in addition to PDF document.
The research is conducted by Dr. Jason Tsai, Senior Director of SPVI Research, Inc.
Prior to SPVInvestor Research Inc, Dr. Tsai headed research at Solarzoom China.
Monthly Information Filters:
Top 10 companies in selected markets
delivering every month to the EU, USA, Japan, Australia.
Watt efficiency
for total deliveries (per module) for US-listed companies,
Continental distribution
breakdown by Europe, North America, Asia, Australia, South America, Africa,
Top 10 countries
largest destinations for exported modules
https://solarpvinvestor.com/92-financials/249-spvi-export-data-reports-edr#sigProId1ac2ff9f4c
Top 10 companies
Global Market Share
between the US-listed Chinese companies and Mainland companies.
Minimum 30 companies per report and 25 countries break-down
https://solarpvinvestor.com/92-financials/249-spvi-export-data-reports-edr#sigProId5a33f0f3c1
Who can benefit from this information?
Investors in the Chinese public companies listed in the US
can use this information to track global business of their preferred stocks. Reports are already used by Industry professionals, managers, distributors, analysts, solar companies. For a sample report please contact This email address is being protected from spambots. You need JavaScript enabled to view it.
https://solarpvinvestor.com/92-financials/249-spvi-export-data-reports-edr#sigProIdd8aea82123
For technical assistance with downloads please contact This email address is being protected from spambots. You need JavaScript enabled to view it.
Pricing
$122 for a first month: One commentary, first month Excel data set, will include coupon to reduce second month price to $122
$244 for a second month: One commentary, first month and second month separate Excel data sets, will include coupon to reduce third month to $122
$366 for a third month: One commentary, first, second, third month separate Excel data sets.
