Tag: 3800.HK

Solar farm owner and developer stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy.  Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain. This list was last updated on 3/21/2022. See also the list of Solar Manufacturing Stocks, the list of Residential Solar Stocks, and solar and wind inverter stocks. 7C Solarparken AG (HRPK.DE) Abengoa SA (ABG.MC, ABGOY, ABGOF) Acciona, S.A. (ANA.MC, ACXIF) Adani Green Energy (ADANIGREEN.NSE) Algonquin Power and Utilities (AQN, AQN.TO) Atlantica Yield PLC (AY) Azure Power Global Ltd. (AZRE) Bluefield Solar Income Fund (BSIF.L) Boralex (BLX.TO, BRLXF) Brookfield Renewable Energy...

This list was last updated on 6/6/2022. Solar manufacturing stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy.  Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain. See also the list of Solar Farm Owner and Developer Stocks, the list of Residential Solar Stocks, and solar and wind inverter stocks. 5N Plus Inc (VNP.TO, FPLSF) Amtech Systems Inc (ASYS) Array Technologies, Inc. (ARRY) Apollo Solar Energy (ASOE) Ascent Solar Technologies Inc (ASTI) Canadian Solar (CSIQ) DAQO New Energy Corp. (DQ) First Solar Inc (FSLR) GCL-Poly Energy Holdings Ltd. (3800.HK) Guggenheim Global Solar ETF...

by Paula Mints Every year at this time lists of lessons learned during the previous year give way to lists of top ten PV manufacturers. It’s time to ask what these lists mean, and whether they have a purpose to the ongoing growth and health of the photovoltaic industry. So Many Numbers, So Little Time There is more than one way to size the photovoltaic industry and unfortunately, much of the time are the metrics are considered to be synonymous.  The PV industry is sized by capacity, shipments, production, module assembly capacity, installations and...

Tom Konrad CFA Plummeting oil prices, global economic weakness, and the Republicans' win in the US midterms have delivered a triple-whammy to clean energy stocks over the last few months.  Many of the stock declines are justified more by headlines than fundamentals.  My 10 Clean Energy Stocks for 2014 model portfolio has suffered, especially the riskier growth stocks.  The strong dollar has been a further drag on the six foreign stocks. Since the last update at the start of October, the model portfolio is down 4.6%, for a loss since its December 27th,...

by Debra Fiakas CFA Last week RDX Technologies, Inc. (RGDEF:  OTCQX or RDX: TSXV) announced an agreement to supply renewable diesel to the Tyson Farms’ Temperanceville Facility in Virginia.  The Energy Division of RDX sells three grades of methyl ester fuels that can be used in boilers and small generators.  RDX did not disclose the value or size of the Tyson Farms contract.  However, the contract apparently is for one year with a second year option. RDX operates renewable fuel plants in Missouri and California.  Waste streams are aggregated at the two plants by truck and processed...

Garvin Jabusch Kam Mofid has a more long-term vision than most CEOs. His emphasis on the next earnings per share (EPS) report and his obsession with short-term focus are minimal relative to America's typical boss. He's not primarily managing to the next quarter. His company, RGS Energy (ticker symbol: RGSE), is a solar-module installer, mainly in the residential vertical. RGSE doesn't directly compete with most solar panel manufacturers. Instead, it provides residential rooftop installation distribution for them. It then captures lease payments and revenues from selling excess electrical generation to the grid (in states that allow it). Whereas First...

by Debra Fiakas CFA One of the companies in our novel alternative energy indices is Forcefield Energy, Inc.  (FNRG:  Nasdaq).  For a time it was listed as among alternative chemical products and now is included among waste-to-energy developers, but it could be as easily included in our data base among sellers of LED lighting products.  The identify confusion is due in part to Forcefield’s own description, which includes a laundry list of capabilities and technologies. The company lays claim to proprietary products for heat recovery and the conversion of waste heat to useful purpose.  Forcefield comes by...

by Doug Young Just a day after the solar panel sector was hit by a new negative trade ruling from the US, Trina Solar (NYSE: TSL) gave its investors another unwanted surprise with word that it is preparing to raise more than $200 million through a combination of new stock and bond offerings. Trina joins a growing list of solar panel makers that are looking to western capital markets as confidence returns to the sector following a prolonged downturn dating back to early 2011. The fact that Trina and others are turning to western capital markets to...

by Lee Shane When one thinks of fuel cells and fuel cell technology some names immediately come to mind.  Ballard Power (BLDP) went public in 1993 and was listed on NASDAQ in 1995. A company that made its debut in 1997 was Plug Power (PLUG), a joint venture between DTE Energy and Mechanical Technology Inc.  Hydrogenics (HYGS) is a company that has been around for 60 years, but more recently has gotten investor attention for their fuel cell technology. Most of the technology produced by well-known fuel cell companies share common features… They are based on...

Doug Young China and the European Union have reached a new settlement that should formally end their ongoing dispute over solar panels, contrasting sharply from a more confrontational tack taken by the US in a similar spat. Meantime in other solar news, a looming new bond default by a mid-sized panel maker has become the latest sign that Beijing is prepared to let more of these smaller companies miss their debt payments. That approach will force these smaller firms to either leave the industry or sell their money-losing operations to larger peers, in a much-needed industry consolidation....

By Harris Roen Any way you slice it, solar investing has been on a tear for the last year. Of the 69 solar stocks that the Roen Financial Report tracks, three quarters are up for the year. On average solar stocks have gained 85% for the year, with 60% of solar companies up in the double digits. What is most impressive is that the top 17 solar stocks are all up in the triple digits, and one, Canadian Solar Inc. (CSIQ), is up 903%! This article will look at who these outsized performers are, what...

Jim Lane  Algae has been touted as the ultimate platform for fuels, chemicals, nutraceuticals, proteins even cancer therapies. There’s been a rate of progress that would impress any devotee of Moore’s Law and a series of wacky claims that would impress any devotee of P.T. Barnun. So, what are the real trends? We’ve traveled several years now since the “Summer of Algae” when it seemed like half the venture capitalists in life sciences were forming algae ventures, or thinking about them. Since then a cluster of research projects and proto-companies have been...

Doug Young Trade War. photo via Bigstock Just days after China finalized anti-dumping tariffs on US makers of polysilicon, the main ingredient used to make solar panels, the US has announced it is opening a new anti-dumping investigation into solar panels imported from China. The close timing of this latest round of developments in a solar trade dispute between the US and China may look worrisome on the surface, especially if they had come a year ago. But in this case the solar signals seem less confrontational...

Tom Konrad CFA Green 2014 image via BigStock With the average solar stock having doubled in 2013, it’s much harder to find bargains in the solar industry than it was a year ago.  But two of the professional green money managers think there is still value to be found.  When I asked them for their top three green stock picks for 2014, they came back with two solar picks each.  You can also read about my panel’s green income stock picks and...

by Sean Kidney Renewable Energy Finance via BigStockPhoto There has been a bit of interest recently about rapidly expanding options for retail investors to get involved in renewable energy projects. While we still see retail bonds as making a relatively modest contribution to the transition to a low carbon economy, they are important in engaging the public and creating awareness for green thematic investments which can only be good. Here’s a round up of some of the activity going on in the retail bond market (please note, this...

Tildy Bayar A microinverter from iEnergy Photovoltaic (PV) microinverters, traditionally used in smaller rooftop solar installations, are being used in a 2.3-MW commercial rooftop installation in Ontario, Canada, supplier Enphase Energy (ENPH) has announced. The installation is the largest commercial rooftop project under the province’s feed-in tariff (FiT). Analysis firm IHS Research has called the announcement a milestone in the microinverter segment’s progress towards establishing itself outside its biggest market, the U.S., and outside the residential solar segment.  According to IHS’s analysis, PV microinverter shipments are forecast to exceed...