35 replies to this topic

[odyd]

Hi there, I would like to let you know that I have not received any information on data for May.
Just wanted to make you aware of this. I am contacting SZ on the subject for a couple of days and have not heard from them yet.
I will keep you updated with information when it becomes available.

[Uncle Chang]

Got this
http://www.solarf.ne...7-02/58330.html

[odyd]

NA to the data I am talking about.

[odyd]

Update on data, I should be able to see it within 48 hours. Analysts were on vacation, and it took more time to compile the information, please be patient.
Chang if you are interested in getting the data, we may try to customize something for you for Q4, Q1 and April . Contact me on the PM if you wish to get on this.

[odyd]

Ok, I have the data, I have the GADP and the deliveries, but I do not have the Chinese prices for a month of June.
I will work on putting the info together and should have a product for purchase tonight as soon as the Chinese prices are here.
Very interesting staff to say the least.

[Paybak66]

Thanks for the update, Odyd. I am in for this round.

[explo]

Nice! I'll be travelling Thu to Mon and didn't think I'd get a look until Monday, but it looks like I'll get a chance to have a look before I go now.

[odyd]

Document shows 3GW capacity for YGE, so I imagine some outsourcing is already in place.

[Paybak66]

Anxious to see the numbers for TSL, SOL and HSOL.

I think its time for me to reweight half of my position out of TSL into those two, possibly.

[odyd]

That depends what you are looking for in the move.
However we should discuss this under the trading thread. Please start one up for today and put some points there.

[odyd]

I can recall who, but there was a question asked about the South Korean market, with a background of the news from ReneSola.
We had South Korean volumes in the past, yet this month is pretty strong, so to know who I would refer to May data.

[Pop2mollys]

As always I will be purchasing full allotment. Always excited to get my hands on these numbers...

[odyd]

I am not sure if this is intended, but I have some of the breakdown for "Others" section of the company's data, country, volume as well as the price. I also have average prices for "Others" for most of the countries, to see how the "rest" of Chinese set their price. I consider this a bonus material. I will have this added for free to $140.00 issue. This will not be part of the normal priced document.

[odyd]

The May issue of Global ASP contains 239 data points of price for 32 named companies and one set of data for a group called "others". In comparison April set had 137 data points of price. May has 27 countries as well versus 20 countries in April.
I am very excited with the amount of information available and how this report is becoming so detailed.
The normal document version is not as rich in data. For example it shows 15 countries and major volumes, without details for "others" sections.

[odyd]

I have a dilemma. I do not have Chinese domestic prices for June. They did not send this spreadsheet.
I am finished with the rest. So I can publish for sale and send the Chinese prices when I get them to buyer's address or wait.
I think Jason is off till Monday, which complicates things for me and everyone else.
I am a bit disappointed with this, but I do not the dictate rules of the game here.

[Pop2mollys]

Just put data you have up for sale, and when you get additional data add it to private message board.

[odyd]

I can, but I do have people who buy, but they are not on the board.
I talked to SZ, and finally got someone to trying to get this for me. I will wait a couple of hours from now. If I do not get it. I will publish what I have and ask for proper address to send the rest in the description.

[Pop2mollys]

I understand... Sounds good.

[odyd]

Ok, everything is good,
the premium files are available, SZ added all weeks since April.
http://solarpvinvest...?layout=columns

and the $60 version
http://solarpvinvest...rt-data-reports

[odyd]

I will provide some cell information and EU custom declaration (how long to ship to EU) for buyers of $140 document.