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August 27, 2010 |
Index Value |
2,384 |
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Company
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Stock
price
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% since
01/01/10
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% since
08/20/10
|
Country |
Industry |
| Canadian Solar |
$11.49 |
-60.1% |
-2.5%* |
Canada |
Modules |
| centrotherm photovoltaics |
€33.10 |
-21.6% |
-0.8% |
Germany |
Production equipment |
| Conergy AG |
€0.60 |
-8.8% |
-5.0% |
Germany |
PV systems |
| DelSolar |
$68.00 TWD |
35.5%* |
5.4% |
Taiwan |
Cells, Modules |
| E-Ton Solar |
$49.00 TWD |
-28.8%* |
0.4% |
Taiwan |
Cells |
| First Solar |
$128.88 |
-4.8% |
3.1% |
USA |
Thin-film modules |
| Gintech Energy |
$97.40 TWD |
4.3% |
-3.6% |
Taiwan |
Cells |
| Green Energy Technology |
$82.00 TWD |
-1.2% |
-5.1% |
Taiwan |
Wafers |
| GT Solar International |
$7.70 |
38.5% |
0.8% |
USA |
Production equipment |
| JA Solar |
$6.01 |
5.4% |
5.6% |
China |
Cells |
| LDK Solar |
$6.97 |
-0.6% |
-0.6% |
China |
Wafers |
| Meyer Burger Technol. AG |
26.00 CHF |
-1.5% |
-2.4% |
Switzerland |
PV wafer saws |
| Motech Industries |
$128.00 TWD |
-15.8% |
-5.2% |
Taiwan |
Cells |
| Neo Solar Power |
$84.40 TWD |
4.5% |
-1.9% |
Taiwan |
Cells |
| NPC Inc. |
JP1,735.00 |
-27.7% |
9.5% |
Japan |
Cells, modules |
| Q-Cells |
€5.29 |
-53.9% |
-5.4% |
Germany |
Cells |
| Renesola Ltd. |
$2.59 |
51.2%* |
2.8% |
China |
Silicon, wafers, cells. modules |
| Renewable Energy Corp. |
16.32 NOK |
-56.5% |
0.6% |
Norway |
Silicon, wafers, cells, modules |
| Roth & Rau AG |
€20.31 |
-33.6% |
-6.1% |
Germany |
Production equipment |
| Sino-American Silicon Pr. |
$106.50 TWD |
20.9% |
4.4% |
Taiwan |
Wafers |
| SMA Solar Technology AG |
€83.54 |
-9.7% |
-3.3% |
Germany |
Inverters |
| Solarfun Power Holdings |
$10.66 |
39.7% |
3.9% |
China |
Cells, modules |
| Solargiga Energy Holdings |
$1.59 HKD |
-21.3% |
-8.6% |
Hong Kong |
Silicon, ingots, wafers |
| SolarWorld AG |
€9.07 |
-40.6% |
-3.4% |
Germany |
Wafers, cells, modules, wholesale |
| STR Holdings |
$20.99 |
34.1% |
-0.6% |
USA |
Foils for encapsulation of solar cells |
| SunPower |
$11.22 |
-52.6% |
3.0% |
USA |
Cells, modules |
| Suntech Power |
$7.92
|
-52.4% |
-3.2% |
China |
Cells, modules |
| Trina Solar |
$25.49 |
-5.5% |
10.8% |
China |
Wafers, cells, modules |
| Woongjin Energy |
KRW16,550.00 |
-2.6%** |
-3.8% |
Republc of Korea |
Ingots, Wafer |
| Yingli Green Energy |
$11.21 |
-29.1% |
2.7% |
China |
Wafers, cells, modules |
| PPVX |
2,384.00 |
-7.3% |
0.5% |
|
|
| * since March 1, 2010; ** since July 19, 2010 |
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Weekly summary |
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The PPVX has increased in the last week by 0.5% to 2,384 points, and the NYSE Arca Oil by 0.5%. Since the beginning of 2010 the PPVX of -7.3% (currency levelized) is around 7 percentage points behind the oil index (-0.3%). The top three of 2010 are Renesola (+51% since PPVX re-entry), Solarfun Power (+40%) and GT Solar (+39%). The biggest weekly winners were Trina Solar (+11%) and NPC (+10%), while Solargiga Energy
(-9%) and Roth & Rau (-6%) lost most this week. PPVX market capitalization added up to around €32.0 billion. The Chinese company Jinkosolar, which has been listed on the stock exchange since May 2010 (and which has since accumulated a market capitalization of €428 million) will be replacing as of Aug. 30, 2010 the smallest title of the PPVX, Conergy AG (market capitalization €240 million).
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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, LDK Solar, Meyer Burger Technology, Neo Solar Power, NPC Inc., Q-Cells, ReneSola, Roth & Rau, Sino-American Silicon Products, Solarfun Power, Solargiga, 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 Technology AG). |
Michael
Schmela
© PHOTON International, August 27, 2010
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