October 4, 2010 10:45 AM EDT
Canaccord Genuity on Sustainability -- Energy & Power Technologies
Canaccord analyst says, "We are providing macro commentary, updated supply/demand estimates and changes to some of our ratings within our coverage universe now that we have had time to analyze recent policy changes and the data from another successful round of meetings with the entire solar supply chain in Valencia, Spain as part of the European Photovoltaic Solar Energy Conference."
"Specifically, we are upgrading JA Solar (NASDAQ: JASO) to a BUY rating from Hold, recommending that investors overweight this name relative to other solar stocks."
"Concurrently, we are downgrading both Suntech (NYSE: STP) to a SELL rating from Hold and SunPower (NASDAQ: SPWRA) to a SELL rating from a Hold, recommending that investors underweight these names as we believe these companies will underperform the general solar universe."
"We maintain our Buy ratings on Canadian Solar (NASDAQ: CSIQ) Solarfun (NASDAQ: SOLF) and Hold rating on First Solar (NASDAQ: FSLR)."
|aus der Diskussion:||sunpower- der obama-gewinnler!!|
|Autor (Datum des Eintrages):||nicolani (04.10.10 17:57:53)|
|Beitrag:||1,637 von 1,764 (ID:40260655)|
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