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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
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December 2013, SPVInvestor Research, Inc., China Export Data Report
During December, final deliveries were 1.7% higher than November 2013 and around 22% greater than December 2012.
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November 2013, SPVInvestor Research, China Export Data Report
Global module deliveries during November 2013 amounted to a total of 1.2GW versus 1.24GW, or 2.2% less than October 2013. In comparison to a year over year, overall deliveries in this period were 37% higher than the comparable period during 2012.
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Success Does Not Impress Qu Xiaohua, chairman and CEO of Canadian Solar
They are one of the most profitable companies in the industry and the global market, and the Chinese market recognized their business model as a future. Even still, in Canadian they stay firm on their feet and warn that there is a lot of work to be done before they start to feel comfortable
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Industry Experts Seek More Active Polysilicon Market Protection
In October, Chinese import of solar-grade silicon dropped to 5328T, which is a 29.1% drop compared to last year. At the same time, prices of this material dropped 6.7% and are now averaging 18.27 US dollars per kilogram. Chinese exports of this material increased by 6% compared to last year, said an October report by Chinese Customs