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| September 3, 2010 |
Index Value |
2,467 |
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Company
|
Stock
price
|
% since
01/01/10
|
% since
08/27/10
|
Country |
Industry |
| Canadian Solar |
$12.20 |
-57.7% |
6.2%* |
Canada |
Modules |
| centrotherm photovoltaics |
€34.00 |
-19.4% |
2.7% |
Germany |
Production equipment |
| DelSolar |
$67.00 TWD |
33.5%* |
-1.5% |
Taiwan |
Cells, Modules |
| E-Ton Solar |
$35.55 TWD |
48.3%* |
-27.4% |
Taiwan |
Cells |
| First Solar |
$136.45 |
0.8% |
5.9% |
USA |
Thin-film modules |
| GCL Poly Energy Holding |
$1.92 |
6.1%*** |
_ |
USA |
Silicon, Wafers |
| Gintech Energy |
$97.10 TWD |
4.0% |
-0.3% |
Taiwan |
Cells |
| Green Energy Technology |
$79.00 TWD |
-4.8% |
-3.7% |
Taiwan |
Wafers |
| GT Solar International |
$8.78 |
57.9% |
14.0% |
USA |
Production equipment |
| JA Solar |
$6.39 |
12.1% |
6.3% |
China |
Cells |
| Jinkosolar |
$27.38 |
9.3%*** |
_ |
USA |
Wafers, Cells, Modules |
| LDK Solar |
$7.83 |
11.7% |
12.3% |
China |
Wafers |
| Meyer Burger Technol. AG |
29.10 CHF |
10.2% |
11.9% |
Switzerland |
PV wafer saws |
| Motech Industries |
$132.00 TWD |
-13.2% |
3.1% |
Taiwan |
Cells |
| Neo Solar Power |
$86.00 TWD |
6.4% |
1.9% |
Taiwan |
Cells |
| NPC Inc. |
JP1,554.00 |
-35.3% |
-10.4% |
Japan |
Cells, modules |
| Q-Cells |
€5.33 |
-53.6% |
0.8% |
Germany |
Cells |
| Renesola Ltd. |
$3.10 |
8.3%* |
19.9% |
China |
Silicon, wafers, cells. modules |
| Renewable Energy Corp. |
18.17 NOK |
-51.6% |
11.3% |
Norway |
Silicon, wafers, cells, modules |
| Roth & Rau AG |
€20.59 |
-32.7% |
1.4% |
Germany |
Production equipment |
| Sino-American Silicon Pr. |
$106.00 TWD |
20.3% |
-0.5% |
Taiwan |
Wafers |
| SMA Solar Technology AG |
€84.79 |
-8.3% |
1.5% |
Germany |
Inverters |
| Solarfun Power Holdings |
$11.68 |
53.1% |
9.6% |
China |
Cells, modules |
| SolarWorld AG |
€9.46 |
-38.1% |
4.2% |
Germany |
Wafers, cells, modules, wholesale |
| STR Holdings |
$21.86 |
39.7% |
4.1% |
USA |
Foils for encapsulation of solar cells |
| SunPower |
$11.47 |
-51.6% |
2.2% |
USA |
Cells, modules |
| Suntech Power |
$8.91
|
-46.4% |
12.5% |
China |
Cells, modules |
| Trina Solar |
$27.74 |
2.8% |
8.8% |
China |
Wafers, cells, modules |
| Woongjin Energy |
KRW16,300.00 |
-4.1%** |
-1.5% |
Republc of Korea |
Ingots, Wafer |
| Yingli Green Energy |
$11.74 |
-25.7% |
4.7% |
China |
Wafers, cells, modules |
| PPVX |
2,467.00 |
-4.1% |
3.5% |
|
|
| * since March 1, 2010; ** since July 19, 2010, *** since Aug. 30, 2010 |
|
Weekly summary |
|
The PPVX has increased by 3.5% to 2,467 points, and the NYSE Arca Oil by 3.9%. Since the beginning of 2010 the PPVX of -4.1% (currency levelized) is around 8 percentage points behind the oil index (+3.6%). The top three of 2010 are Renesola (+81% since PPVX re-entry), GT Solar (+58%) and Solarfun Power (+53%). The biggest weekly winners were Renesola (+20%) and GT Solar (+14%), while E-Ton Solar (-27%) and NPC (-10%) lost most this week. PPVX market capitalization added up to around €36.4 billion ($46.6 billion).
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| Remarks |
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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, Centrotherm, Conergy, Delsolar, E-Ton, Gintech, Green Energy Technology, GT Solar, JA Solar, Jinkosolar, LDK Solar, Meyer Burger Technology, Neo Solar Power, NPC, Q-Cells, ReneSola, Roth & Rau, Sino-American Silicon Products, Solarfun Power, STR Holdings, Woongjin Energy); between €800 million and €3.2 billion, 4 WP (Motech, Renewable Energy Corp., SolarWorld, SunPower, Suntech Power,Trina, Yingli); between €3.2 billion and €12.8 billion, 5 WP (First Solar and SMA Solar Technology). |
Michael
Schmela
© PHOTON International, September 3, 2010
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