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Rinnovabili Americane/Cinesi/Tedesche - 52

il fatto che non compaiano le quotazioni sul book non impedisce di comprare o vendere , almeno a me con diretta capita così , può guardare le quotazioni su altro strumento e poi regolarsi di conseguenza.
saluti
 
è un buon momento per entrare su CWS?
 
Salve a tutti, vi informo solo velocemente che in apertura scattati stop su altre due mezze posizioni: FSLR e ASTI.
 
Solari: close 12 jan 2010

GSI a 498.87 da 520.68 (-4.19%). YTD +8.83%. 52-week +65.93%. Volumi +35.2%.

Battuta d'arresto per il mercato e per tutti i 25 titoli solari del GSI. Rimane l'up volume, specialmente per AMAT e SOLF.

Buona Notte.
giugin :bye:
 

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Oggi sembrano partire al rialzo, ma senza troppa convinzione.
Servirebbero buone news dalle trimestrali, ma dopo alcoa mi sembrano tutti discretamente pessimisti.
 
oggi buone nuove da jaso, che conferma il tutto venduto, e prezzi in leggero calo, poi lo stesso epr suntech, però al momento l'aumento del tasso della banca cines influenza ancora il mkt.
 
torre1 ha scritto:
http://www.google.com/finance?q=AMEX:ONP

non piccolissima come capitalizzazione, almeno dopo i rialzi impressionanti degli ultimi giorni (google da un minimo a un anno di 0,16 adesso quota 14 ....), capitalizza più di Asti, emkr, hoku, akns

Proverò domani a vedere se la mia banca la tratta. Ne approfitto per festeggiare il mio 2000 post, dopo il 1000, sempre festeggiato qui
Ciao a tutti
Clicca per espandere...

questo è l'isin che ho trovato, la ricerca sulla mia banca me la da solo allo xetra ma senza consentirmi di negoziarla e vederne i grafici :mad::mad:
 
torre1 ha scritto:
questo è l'isin che ho trovato, la ricerca sulla mia banca me la da solo allo xetra ma senza consentirmi di negoziarla e vederne i grafici :mad::mad:
Clicca per espandere...

forse e' meglio cosi', almeno per oggi, vista la performance :mmmm::mmmm: -9,06% al momento.... bello sciacquone anche sulle rinnovabili
 
A me pare un pò altina ONP...
E' solo a +6000% dai minimi.
Poi...
;)

ciao
apuo
 
vendute le suntech

ne ho abbastanza :mad:
 
China Takes Aim at Solar Overcapacity

Written on Wednesday, January 13th, 2010 by Rick Telfur
China Takes Aim at Solar Overcapacity

LDK Solar Co., Ltd. (NYSE:LDK), ReneSola Ltd. (NYSE:SOL), and JA Solar Holdings Co., Ltd. (NASDAQ:JASO) and other solar manufacturers are feeling the heat from reduced solar pricing, but China aims to combat it with ambitious projects and financial support.

The solar industry has experienced a bit of a drawback in 2009 as demand dropped due to the economic recession and a large cut in subsidies. The result was an oversupply that continues to persist today as demand is only beginning to recover modestly.

Global demand is expected to reach nine gigawatts, according to JA Solar’s vice president of business development. Meanwhile, the company expects the market to grow at about 30% per year over the next two to three years amid a recovery.

The Chinese government has also taken aggressive steps to shore up the financial position of key polysilicon producers. After all, many companies had been struggling with the collapse in prices in 2009, but the actions could result in a further drop in prices due to the added capacity.

The first transaction came on November 17th, when China’s Jiangxi International Trust and Investment purchased a 15% stake in one of LDK Solar’s plants. The second was a 20% stake purchased by China Investment Corporation in GCL Silicon.

Meanwhile, the Chinese government has stepped up measures to stimulate internal demand. The country’s recent Golden Sun Project calls for some 500MW of demonstration solar projects around the country over the next three years.

To date, the government has approved at least three of these projects, with the largest being a 100MW solar farm in the Gansu Province. Meanwhile, three more projects are under consideration and could fill some of the overcapacity as the year progresses.

However, many analysts remain concerned that solar pricing will remain under pressure unless a larger global effort takes hold. In fact, the pricing for the Gansu Province solar farm is a mere 10 cents per MW, compared to more than 20 cents per MW elsewhere around the world.

And if pricing doesn’t recovery, even a 30% per year expansion in the market could prove costly to solar manufacturers. Still, many investors see great potential in both a recovery in the Chinese market and a global recovery to dry up excess supply and ultimately jump prices.
 
France Cuts Solar Tariffs; Panic Averted

PARIS, France (TheStreet) -- France today announced that it is cutting its solar feed-in tariff for rooftop systems from 55 euro cents to 42 euro cents, a 24% reduction in its solar-incentive system. Solar companies and investors have been in panic mode about an upcoming feed-in tariff cut from Germany, the world's biggest solar market by far, but the French reduction is significant.

Is the French reduction a harbinger of worse to come from Germany? The German environmental minister has been quoted recently as saying an announcement about the feed-in tariff cut could be made within days.

There are some important distinctions to be made between France and Germany's solar markets. First and foremost, France is a blip compared to Germany on the solar power global grid. Germany represents between 50%-60% of the global solar market, while France, even breaking into the Top Ten in 2009, represents a mere fraction of Germany's solar dominance.

However, France is a growing solar market, and an important one, so the feed-in tariff reduction is reason for solar companies to pause and reflect on the significance of a 24% reduction. It probably won't keep solar companies from chasing business in France, though.

The big solar players like First Solar(FSLR Quote), SunPower(SPWRA Quote) and the Chinese solar gang led by Yingli Green Energy(YGE Quote), Trina Solar(TSL Quote) and Suntech Power Holdings(STP Quote) are all anxious to exploit new feed-in tariff geographies ahead of the German tariff reduction.

Solar companies were down by as much as 6% early on Wednesday, but by day-end, the losses had moderated. Solarfun Power(SOLF Quote) and Yingli were down more than 6% at mid-day, but closed on Tuesday down 4%. Trina Solar ended Wednesday down less than a percentage point after also being down close to 5% at mid-day.


http://www.thestreet.com/_yahoo/sto...erted.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA
 
oggi e anche ieri voci di tagli in germania in aprile- anticipatamente a maggio, in misura del 16/17%, voci ovviamente nn verificabili, ma che hanno sortito grossi volumi di vendita
 
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