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February 03, 2012 |
Index Value |
1,153 |
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| Company |
Stock price |
% since 01/01/12 |
% since 01/27/2012 |
Country |
Industry |
| Apollo Solar Energy Techn. |
$0.30 |
5.4% |
5.4% |
HK |
Production equipment |
| centrotherm photovoltaics |
€11.90 |
20.3% |
-6.6% |
DE |
Production equipment |
| Comtec Solar Systems Gr. |
$1.50 |
38.9% |
5.6% |
HK |
Wafers, Ingots |
| First Solar |
$45.16 |
33.8% |
-0.8% |
US |
Thin-film modules |
| GCL Poly Energy Holding |
$2.75 |
26.7% |
7.4% |
US |
Silicon, Wafers |
| Gintech Energy |
TW$42.00 |
28.6% |
10.2% |
TW |
Cells |
| Green Energy Technology |
TW$40.10 |
17.6% |
13.4% |
TW |
Wafers |
| GT Advanced Technologies |
$9.44 |
30.3% |
7.8% |
US |
Production equipment |
| Jinkosolar |
$1.73 |
29.1% |
-6.0% |
US |
Cells |
| LDK Solar |
$5.66 |
35.1% |
15.3% |
CN |
Wafers |
| MEMC Electronic Materials |
$5.19 |
31.7% |
6.4% |
US |
Silicon, Wafers |
| Meyer Burger Technol. AG |
CHF18.55 |
26.2% |
5.4% |
CH |
PV wafer saws |
| Motech Industries |
TW$63.50 |
19.6% |
5.3% |
TW |
Cells |
| Neo Solar Power |
TW$27.85 |
46.2% |
28.9% |
TW |
Cells |
| Nexolon |
KRW5,480 |
10.8%* |
0.2% |
ROK |
Ingots, Wafers |
| Power-One |
$5.28 |
35.0% |
16.6% |
USA |
Inverters |
| Renesola Ltd. |
$2.41 |
57.2% |
-1.8%* |
CN |
Silicon, wafers, cells, modules |
| Renewable Energy Corp. |
NOK5.19 |
56.2% |
23.6% |
NO |
Silicon, wafers, cells, modules
|
| Sino-American Silicon Pr. |
TW$61.60 |
32.2% |
12.2% |
TW |
Wafers
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| SMA Solar Technology AG |
€49.87 |
17.6% |
5.5% |
DE |
Inverters |
| Solargiga Energy Holdings |
HK$0.91 |
16.7% |
3.4% |
CN |
Wafer, cell, module |
| Solartech Energy |
TW$36.65 |
24.2% |
20.0% |
TW |
Modules, cells |
| SolarWorld AG |
€4.05 |
28.7% |
2.5% |
DE |
Wafers, cells, modules, wholesale |
| STR Holdings |
$9.03 |
9.7% |
-17.8% |
US |
Foils for encapsulation of solar cells |
| SunPower |
$7.93 |
27.3% |
9.4% |
US |
Cells, modules |
| Suntech Power |
$3.44 |
55.7% |
-1.4% |
CN |
Cells, modules |
| Trina Solar |
$8.17 |
22.3% |
-5.8% |
CN |
Wafers, cells, modules |
| Trony Solar Holdings |
$1.32 |
21.1% |
7.3% |
CN |
Thin-film modules |
| Woongjin Energy |
KRW6,760 |
59.2% |
23.4% |
ROK |
Ingots, Wafers |
| Yingli Green Energy |
$4.33 |
13.9% |
-4.6% |
CN |
Wafers, cells, modules
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| PPVX |
1,153 |
26.9% |
6.0% |
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| * since 01.16.12 |
| Weekly summary |
| The PPVX rose 6.0% last week to 1,153 points; the NYSE Arca Oil index added 2.6%. Since the start of 2012, the PPVX, at +26.9% (adjusted currency), is about 23 percentage points higher than the oil index (+3.7%). The top three PPVX titles in 2012 are Woongjin Energy (+59%), ReneSola (+57%), and REC (+56%). The biggest gainers of this week are NeoSolar (+29%) and REC (+24%). The biggest declieners of the week were STR (-18%) and centrotherm photovoltaics (-7%). Total PPVX market capitalization now stands at about EUR20.7 billion ($27.2 billion). |
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| 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. February 03, 2012
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