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| August
22, 2008 |
Index Value |
5,363 |
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| Company |
Stock
price |
% since
01/01/08 |
% since
08/15/08
|
Country |
Activities |
| Canadian Solar |
$31.88 |
13.3% |
12.8% |
China |
PV modules |
| centrotherm photovoltaics |
€42.01 |
-44.0% |
-11.6% |
Germany |
Production equipment |
| Conergy AG |
€9.20 |
-62.5% |
-4.9% |
Germany |
PV
systems |
| Energy Conversion
Devices |
$79.38 |
135.9% |
13.3% |
USA |
amorphousmodules,
batteries |
| ErSol Solar Energy AG |
€102.64 |
43.1% |
1.1% |
Germany |
cells, modules |
| E-Ton Solar |
$283.00 TW |
33.1% |
2.9% |
Taiwan |
cells |
| Evergreen Solar |
$9.70 |
-43.8% |
1.3% |
USA |
cells,
modules |
| First
Solar |
$282.82 |
5.9% |
6.8% |
USA |
PV
thin-film modules |
| Gintech Energy |
$221.00 TWD |
-30.7% |
0.5% |
Taiwan |
cells |
| GT Solar International |
$13.86 |
-5.0%* |
0.0%* |
USA |
Production equipment |
| JA
Solar |
$17.92 |
-23.0% |
8.6% |
China |
cells |
| LDK Solar |
$45.82 |
-2.5% |
7.1% |
China |
PV
wafers |
| Manz Automation AG |
€134.75 |
-18.2% |
-9.8% |
Germany |
Production equipment |
| Meyer Burger Technol. AG |
310.00 CHF |
-25.8% |
3.9% |
Switzerland |
PV wafer saws |
| Motech |
$163.00 TWD |
-33.7% |
-4.7% |
Taiwan |
cells |
| PV Crystalox Solar |
£1.7975 |
17.7% |
10.4% |
UK |
Ingots, wafers |
| Q-Cells
AG |
€67.76 |
-30.8% |
12.8% |
Germany |
cells |
| Renesola
Ltd. |
£4.90 |
-0.8% |
4.1% |
China |
PV wafers |
| Renewable Energy Corp. |
171.00 NOK |
-38.0% |
11.9% |
Norway |
silicon,
wafers,
cells, modules |
| Roth & Rau AG |
€32.52 |
-49.0% |
9.8% |
Germany |
cell manufacturing
equipment |
| SMA Solar Technology AG |
€63.11 |
12.9%* |
1.4% |
Germany |
inverters |
|
Solarfun Power Holdings |
$19.75 |
-39.5%
|
30.2% |
China |
PV
cells, modules |
| Solargiga Energy Holdings |
$3.48 HKD |
18.8%*
|
-2.0% |
Hong Kong |
Ingots, wafers, silicon |
| Solaria Energia y Medio A. |
€5.19 |
-75.8% |
2.6% |
Spain |
PV modules |
| SolarWorld AG |
€35.51 |
-14.2% |
17.4% |
Germany |
modules,
cells,
wafers, wholesale |
| Solon
AG |
€42.99 |
-39.9% |
2.8% |
Germany |
modules, PV systems |
| SunPower |
$96.59 |
-25.9% |
4.4% |
USA |
cells,
modules |
| Suntech
Power |
$46.75 |
-43.2% |
25.1% |
China |
cells, modules |
| Trina Solar |
$33.17 |
-38.3% |
7.1% |
China |
PV
modules, cells, wafers |
| Yingli Green Energy |
$17.86 |
-53.9% |
14.2% |
China |
PV
wafers, cells, modules |
|
5,363 |
-19.7% |
8.1% |
|
|
| * since 4.7., 6.27. and 7.24.08 respectively |
|
Weekly
summary |
|
Aug 22, 2008: The PPVX has risen 7.8% to 5,363 points in the last week and the AMEX Oil index has risen 4.3%. With a figure of -19.7% (currency levelized) since the beginning of the year, the PPVX is around 4 percentage points behind the oil index (-15.7%). The top three since the beginning of 2008 are Energy Conversion Devices (+136%), ErSol Solar Energy (+43%) and E-Ton Solar (+33%). The biggest weekly winners were Solarfun (+30%) and Suntech Power (+25%), while centrotherm photovoltaics (-12%) and Manz Automation (-10%) lost most this week. With E-Ton Solar and Motech Industries a 3:2 and 121:100 split respectively took place in August. PPVX market capitalization added up to around €70.5 billion ($104.4 billion).
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| Remarks |
|
The PPVX began on Aug. 1, 2001 with
1,000 points and is calculated weekly on a euro base.
Currently, it includes 30 stocks listed on the market in
different countries. To be included in the PPVX, more than 50
percent of a company's sales in the previous year must have
come through PV products or services.
Index calculation: The PPVX is a weighted index so that
the stocks of a few highly capitalized companies do not exert
too much influence. It is divided into six classes, with
different weighing points (WP) based on the companies' market
capitalizations.
A capitalization of less than €50 million has 1 WP; between €50 million and €200 million,
2 WP; between €200 million and €800 million, 3 WP (Canadian Solar, China Sunergy, Conergy, ECD, ErSol, E-Ton, Evergreen, Gintech, Manz, Meyer Burger Technology, Phoenix Solar, PV Crystalox, ReneSola, Roth & Rau, Solarfun Power, Solargiga, Solon, Trina), between €800 million and €3.2 billion, 4 WP (Centrotherm, JA Solar, LDK Solar, Motech, Solaria, Yingli), between €3.2 billion and €12.8 billion, 5 WP (First Solar, Q-Cells, Renewable Energy Corp., SolarWorld, SunPower, Suntech Power) and greater than €12.8 billion, 6 WP. |
Michael
Schmela
© PHOTON International, August 22, 2008
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