|
|
 |
|
|
|
January 27, 2012 |
Index Value |
1,088 |
|
|
|
| Company |
Stock price |
% since 01/01/12 |
% since 01/20/2012 |
Country |
Industry |
| Apollo Solar Energy Techn. |
$0.28 |
0.0% |
-3.4% |
HK |
Production equipment |
| centrotherm photovoltaics |
€12.74 |
28.8% |
0.6% |
DE |
Production equipment |
| Comtec Solar Systems Gr. |
$1.42 |
31.5% |
-2.1% |
HK |
Wafers, Ingots |
| First Solar |
$45.54 |
34.9% |
18.4% |
US |
Thin-film modules |
| GCL Poly Energy Holding |
$2.56 |
18.0% |
1.6% |
US |
Silicon, Wafers |
| Gintech Energy |
TW$38.10 |
16.7% |
0.0% |
TW |
Cells |
| Green Energy Technology |
TW$35.35 |
3.7% |
0.0% |
TW |
Wafers |
| GT Advanced Technologies |
$8.75 |
20.9% |
2.2% |
US |
Production equipment |
| Jinkosolar |
$1.84 |
37.3% |
4.5% |
US |
Cells |
| LDK Solar |
$4.91 |
17.2% |
-1.8% |
CN |
Wafers |
| MEMC Electronic Materials |
$4.88 |
23.9% |
5.6% |
US |
Silicon, Wafers |
| Meyer Burger Technol. AG |
CHF17.60 |
19.7% |
-1.1% |
CH |
PV wafer saws |
| Motech Industries |
TW$60.30 |
13.6% |
0.0% |
TW |
Cells |
| Neo Solar Power |
TW$21.60 |
13.4% |
0.0% |
TW |
Cells |
| Nexolon |
KRW5,470 |
10.6%* |
11.0% |
ROK |
Ingots, Wafers |
| Power-One |
$4.53 |
15.9% |
0.2% |
USA |
Inverters |
| Renesola Ltd. |
$2.45 |
60.1% |
7.5%* |
CN |
Silicon, wafers, cells, modules |
| Renewable Energy Corp. |
NOK4.20 |
26.5% |
-9.9% |
NO |
Silicon, wafers, cells, modules
|
| Sino-American Silicon Pr. |
TW$54.90 |
17.8% |
0.0% |
TW |
Wafers
|
| SMA Solar Technology AG |
€47.26 |
11.5% |
4.3% |
DE |
Inverters |
| Solargiga Energy Holdings |
HK$0.88 |
12.8% |
0.0% |
CN |
Wafer, cell, module |
| Solartech Energy |
TW$30.55 |
3.6% |
0.0% |
TW |
Modules, cells |
| SolarWorld AG |
€3.95 |
25.5% |
-1.5% |
DE |
Wafers, cells, modules, wholesale |
| STR Holdings |
$10.99 |
33.5% |
9.2% |
US |
Foils for encapsulation of solar cells |
| SunPower |
$7.25 |
16.4% |
-0.7% |
US |
Cells, modules |
| Suntech Power |
$3.49 |
57.9% |
7.7% |
CN |
Cells, modules |
| Trina Solar |
$8.67 |
29.8% |
7.0% |
CN |
Wafers, cells, modules |
| Trony Solar Holdings |
$1.23 |
12.8% |
5.1% |
CN |
Thin-film modules |
| Woongjin Energy |
KRW5,480 |
29.1% |
14.2% |
ROK |
Ingots, Wafers |
| Yingli Green Energy |
$4.54 |
19.5% |
3.4% |
CN |
Wafers, cells, modules
|
| PPVX |
1,088 |
19.7% |
1.2% |
|
|
| * since 01.16.12 |
| Weekly summary |
| The PPVX rose 1.2% last week to 1,088 points; the NYSE Arca Oil index fell 3.0%. Since the start of 2012, the PPVX, at +19.7% (adjusted currency), is about 19 percentage points higher than the oil index (+1.1%). The top three PPVX titles in 2012 are ReneSola (+60%), Suntech Power (+58%), and JA Solar (+37%). The biggest gainers of this week are First Solar (+18%) and Woongjin Energy (+14%). The biggest declieners of the week were Renewable Energy Corp. (-10%) and Apollo Solar Energy Technology (-3%). Total PPVX market capitalization now stands at about EUR19.7 billion ($25.9 billion). |
|
| Remarks |
| A capitalization of less than €50 million ($63.8 million) has 1 WP; between €50 million ($63.8 million) and €200 million ($255.0 million), 2 WP (Comtec, Gintech, GT Advanced Technologies, JA Solar, ReneSola, Solartech, Trony Solar); between €200 million ($255.0 million) and €800 million ($1.0 billion), 3 WP (Apollo, Centrotherm, Green Energy Technology, JA Solar, MEMC, Meyer Burger Technology, Motech, Neo Solar Power, Nexolon, Power-One, Sino-American Silicon Products, SolarWorld, STR Holdings, SunPower, Trina, Woongjin Energy, Yingli); between €800 million ($1.0 billion) and €3.2 billion ($4.1 billion), 4 WP (First Solar, LDK Solar, Renewable Energy Corp., SMA Solar Technology, Solargiga Energy Holdings, Suntech Power); between €3.2 billion ($4.1 billion) and €12.8 billion ($16.3 billion), 5 WP (GCL-Poly). |
Michael
Schmela
© PHOTON International. January 27, 2012
|
|
 |
|
|
|
