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MVA

Solar Member
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Everything posted by MVA

  1. MVA

    Solar News

    Chinese solar manufacturers guiding big hikes in 1H 2019 financial results https://www.pv-tech.org/news/chinese-solar-manufacturers-guiding-big-hikes-in-1h-2019-financial-results
  2. MVA

    Solar News

    Solar panel demand expected to reach 125.5 GW in 2019, TrendForce says https://www.pv-magazine.com/2019/07/17/solar-panel-demand-expected-to-reach-125-5-gw-in-2019-trendforce-says/
  3. MVA

    Solar News

    PV indexes show us today that PV Module prices are still relatively stable, but Cell prices are falling. I see two reasons: 1) Tier 1 module producers increase cell share production in their vertical structure. CSIQ as an example. Hence no need to buy more cells than before. 2) Delay in China H2 installation boom. Which now, after National Energy Administration (NEA) finally approved subsidies for solar power projects equal to 22.79 GW, should start very soon. Canadian solar, for instance, having Modules sales in China only at the level of 10%, benefits again, like in 2018, from cells depreciation. Next ER in August will show us again substantial margin increase, because of cheap Chinese components (cells).
  4. MVA

    Solar News

    So, if numbers are correct in this article, China is still going to have min 45GW this year installed... Am I mistaken?
  5. "Canadian Solar's 2019 Earnings Could Fuel An Extended Cyclical Rally" https://seekingalpha.com/article/4271475-canadian-solars-2019-earnings-fuel-extended-cyclical-rally?app=1#alt2
  6. USA grants tariff exemption for imports of bi-facial solar modules! No link yet....
  7. CanadianSolar EPS was UPgraded again by analysts today: 2019 = $2.23 > $2.36 > $2.4/share 2020 = $2.74 > $2.81/share http://investors.canadiansolar.com/index.php/earnings-estimates
  8. MVA

    Solar News

    Price Trend: Market Atmosphere Is Optimistic, and There Will Be No Off-season in 2H19 https://m.energytrend.com/pricequotes.html Scroll down to see the article below price list...
  9. During this weekend CanadianSolar EPS was UPgraded by analysts: 2019 = $2.23 > $2.36/share 2020 = $2.74 > $2.81/share http://investors.canadiansolar.com/index.php/earnings-estimates Probably on Monday stock price upgrades will follow....
  10. CANADIAN SOLAR SET A WORLD RECORD OF 22.28% MULTI-CRYSTALLINE CELL CONVERSION EFFICIENCY http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-set-world-record-2228-multi-crystalline-cell
  11. MVA

    Solar News

    Looks like Aguascalientes is not a problem any more... http://investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-completes-sale-aguascalientes-solar-project
  12. MVA

    Solar News

    China reveals details of first 15 GW of grid parity solar https://www.pv-magazine.com/2019/05/22/china-reveals-details-of-first-15-gw-of-grid-parity-solar/
  13. Canadian Solar among buyers of 75% stake in Kazatomprom photovoltaic (PV) cell and module production units. https://renewablesnow.com/news/kazatomprom-selling-75-stake-in-kazakh-pv-production-ops-654654/
  14. USD/CNY 6.9131 as of now... steadily moving to $7
  15. This particular Mustang plant was in operation since Q3/2016. Probably recovered some portion of its cost with electricity sells by now. But stock is simply dead! Volume is ridiculous... Nobody sells & nobody buys...
  16. JinkoSolar Announces Proposed Follow-on Offering of 3,750,000 American Depositary Shares... https://finance.yahoo.com/news/jinkosolar-announces-proposed-offering-3-202900817.html
  17. CNY continue to fall: 6.87/USD as of now. Step by step increasing margin for Canadian solar!
  18. Looks like US tariffs hike on Chinese imports already have positive effect on Canadian Solar's margin: CNY is falling...as of now USD/CNY is 6.8... They don't ship PV panels of chinese origin to USA since 2016 anyway, but for other markets, especially EU, it will help a lot to make more money. Forex traders say CNY/USD may go up to 7+ if Trade deal is not reached until end of this week... I think Chinese government will continue to devalue their currency to offset 25% increase in US tariffs.
  19. MVA

    Solar News

    "...JinkoSolar has secured new solar panel orders totalling 10.7GW in the first four months of 2019, setting a company and industry record" https://www.pv-tech.org/news/jinkosolar-sets-new-solar-panel-order-intake-at-10.7gw-in-first-four-months
  20. Agreed. Entire amount definitely recognized not in Q2. But if at least 60% of it enters 2019, we may see Revenue crossing $4 bn threshold.
  21. MVA

    Solar News

    We will see in Energytrend comments tomorrow if it is typo or not...
  22. MVA

    Solar News

    And yet PV module prices jumped big this week... https://www.energytrend.com/solar-price.html
  23. MVA

    Solar News

    Looks like H2/2019 in China will be explosive: with about 15 GW PV installations per quarter... https://www.pv-tech.org/news/chinas-new-subsidy-programme-could-support-up-to-50gw-says-official
  24. MVA

    Solar News

    A little bit more details here... https://www.pv-tech.org/news/china-plans-to-enter-a-subsidy-free-solar-market-beginning-in-2021
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