Renewable energy companies have a torrid history in the Indian stock markets with almost all of them hurting investors with massive losses. Some of the companies such as Moser Baer and Indo Solar have gone bankrupt leading to a complete loss for investors in these scrips. Despite the industry maturing, the losses have not stopped […]
Trina Solar has been a stalwart of the global solar industry, having successfully navigated the violent ups and downs of the industry as it had made rapid progress in decreasing costs and improving the technology. However, it has not been kind to the publicly listed stocks as stiff competition and rapidly decreasing prices have not […]
Global Solar Industry Scenario The global Solar industry has been in a pickle in the last couple of years with a huge number of bankruptcies amid crashing solar panels prices. Prominent nations are fighting each over due to subsidies and imposing duties on each other. Chinese over-investment has caused a “mother of god” glut in […]
The whole solar panel industry has been in a tailspin as the massive solar glut takes toll of the whole industry. The industry downturn which started in 2011 has not stopped as solar panel prices have crashed to new all time lows with European demand pull in ending and inventories building up. While many of […]
However I think that with the prices going down by such a lot , demand elasticity is rapidly picking up leading First Solar to unexpectedly start its closed German plants. With most sell side analysts giving up the industry for dead, volumes dying down and a sense of doom existing ,its time to build positions here as the major solar companies like Trina,Yingli continue to grow volumes by 30-50% .
Solar Stocks have made their investors suicidal with drops of of 80-90% from the top common even amongst the biggest solar companies. A number of solar companies like Q-Cells, Solar Millenium, Solon which used to be amongst the 10 biggest ones have gone bankrupt. In fact most of the German solar companies have either gone […]