Hanwha Q CELLS Unveils New G3 Solar Modules

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greensolar

Professional

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Monday, May 13th 2013, 1:00pm

Hanwha Q CELLS Unveils New G3 Solar Modules

http://solarindustrymag.com/e107_plugins…p?content.12648

Solar Power Is The Future

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odyd12

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Monday, May 20th 2013, 10:35am

Hanwha is pretty big in Japan too. I like their portfolio in SA and tariff free EU and US.

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explo

Master

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Monday, May 20th 2013, 11:50am

Quoted from "odyd12"

tariff free EU and US

odyd, you mean for cell production outside China? I saw you wrote something similar on JASO or CSIQ I think.

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odyd12

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Monday, May 20th 2013, 11:58am

Yes Hanwha has no tariff issue, access everywhere, Hanwha parent is incorporating Q.Cells into SolarOne. This is a good synergy for a stock worth 1.50. You seen export data? Japan is excellent. SA huge. Europe not bad, tariff free. Chemical daddy says no issues.

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ILOVEPV

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Stock Positions: CSIQ 15% SOL 15% JASO 12% JKS 12% SPWR 12% HSOL 13% TSL 10% SUNE 5% SCTY 6%

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Monday, May 20th 2013, 12:02pm

Quoted from "odyd12"

Yes Hanwha has no tariff issue, access everywhere, Hanwha parent is incorporating Q.Cells into SolarOne. This is a good synergy for a stock worth 1.50. You seen export data? Japan is excellent. SA huge. Europe not bad, tariff free. Chemical daddy says no issues.

these arguments are also was taken into account along with those I put in my reply to your question.

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explo

Master

Posts: 1,792

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Monday, May 20th 2013, 12:25pm

Quoted from "odyd12"

Yes Hanwha has no tariff issue, access everywhere, Hanwha parent is incorporating Q.Cells into SolarOne. This is a good synergy for a stock worth 1.50. You seen export data? Japan is excellent. SA huge. Europe not bad, tariff free. Chemical daddy says no issues.

Can you confirm that you mean for cells not produced in China or do you have some new info? I saw you wrote about tariff free on some other name (which was it?). For some reason these stocks are running and I don't think it is because JA posted 6% GM, since SOL, TSL and CSIQ already announced their GM for Q1. So tariff free sounds like more of a reason for a run like this.

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odyd12

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Monday, May 20th 2013, 12:27pm

Yes, Hanwha cells are from Q.Cells for global markets.

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explo

Master

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Monday, May 20th 2013, 12:39pm

I know that Hanwha Group (not HSOL) own Q-Cells. I'm interested in whether HSOL's 1.5 GW cell capacity is tariff free or not. You said HSOL tariff free in EU and US. Ah, I see now that you mean Hanwha, not HSOL. Yet a new name here. Anyone holding it?

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odyd12

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Monday, May 20th 2013, 12:41pm

They get Q.Cells to sell them cells for global markets. They under utilize their cell capacity in China, in those cases.

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explo

Master

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Monday, May 20th 2013, 12:43pm

ok. you mentioned one other name having tariff free solution in place. I now CSIQ. JASO too?

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odyd12

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Monday, May 20th 2013, 12:47pm

JASO and CSIQ limited exposure to Europe , CSUN and HSOL, production with no exposure (HSOL due to Q.Cells) CSUN factory in Turkey

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explo

Master

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Monday, May 20th 2013, 12:54pm

ok, so no news then. i'm trying to figure out why they are moving big today. Someone hit a buy solar button.

This guy is making insane moves on no news:

http://finance.yahoo.com/q/bc?s=RSOL+Basic+Chart&t=5d