The recipe for a successful solar company in 2012 includes a variable ASP driven by conversion premiums, low cost, and a capable balance sheet, including ample cash and manageable debt
the long term effects on Chinese companies executing business objectives in the US are expected to have minimal impact
Development of solar plants has become a silver bullet solution to combat negative gross margins
Malaysia, in less than a few years, has emerged as one of the largest solar panel manufacturing base in the world – overshooting even the U.S. and Japan.
Despite many improvements on the balance sheet, particularly in account receivables and inventory, with those dynamics Suntech is not looking to impress in 2012
While it appears that PV market in China is between a hard place and a rock, there is hope within the BAPV and small PV farm sector in the east as the power shortage severely constrains the economy