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| February 5, 2010 |
Index Value |
2,242 |
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Company
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Stock
price
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% since
01/01/10
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% since
29/01/10
|
Country |
Industry |
| Canadian Solar |
$22.02 |
-23.6% |
4.2%* |
Canada |
Modules |
| centrotherm photovoltaics |
€36.26 |
-14.1% |
-10.5% |
Germany |
Production equipment |
| Conergy AG |
€0.71 |
8.9% |
-8.4% |
Germany |
PV systems |
| Energy Conversion Devices |
$9.07 |
-14.2% |
-0.5% |
USA |
Amorphous modules, batteries |
| First Solar |
$114.19 |
-15.7% |
0.8% |
USA |
Thin-film modules |
| Gintech Energy |
$75.90 TWD |
-18.7% |
-4.3% |
Taiwan |
Cells |
| Green Energy Technology |
$71.00 TWD |
-14.5% |
-8.4% |
Taiwan |
Wafers |
| GT Solar International |
$5.97 |
7.4% |
3.8% |
USA |
Production equipment |
| JA Solar |
$4.56 |
-20.0% |
6.0% |
China |
Cells |
| LDK Solar |
$6.42 |
-8.4% |
3.0% |
China |
Wafers |
| Meyer Burger Technol. AG |
25.35 CHF |
-4.0% |
-5.9% |
Switzerland |
PV wafer saws |
| Motech Industries |
$118.00 TWD |
-22.4% |
-6.7% |
Taiwan |
Cells |
| Neo Solar Power |
$58.40 TWD |
-27.7% |
-5.0%* |
Taiwan |
Cells |
| NPC Inc. |
JPY2,097.00 |
-12.6% |
-7.2% |
Japan |
Cells, modules |
Phoenix
Solar AG |
€30.00 |
-33.0% |
-10.3% |
Germany |
Modules, Systems |
| PV Crystalox Solar plc |
GBP0.50 |
-17.9% |
-9.1% |
UK |
Ingots, wafers |
| Q-Cells SE |
€9.28 |
-19.1% |
-6.2% |
Germany |
Cells |
| Renewable Energy Corp. |
32.49 NOK |
-27.4% |
-6.5% |
Norway |
Silicon, wafers, cells, modules |
| Roth & Rau AG |
€27.35 |
-10.6% |
-7.8% |
Germany |
Production equipment |
| Sino-American Silicon Pr. |
$70.50 TWD |
-20.0% |
-5.2% |
Taiwan |
Wafers |
| SMA Solar Technology AG |
€79.47 |
-14.1% |
-6.1% |
Germany |
Inverters |
| Solarfun Power Holdings |
$7.29 |
-4.5% |
1.1% |
China |
Cells, modules |
| Solargiga Energy Holdings |
$1.63 HKD |
-19.3% |
-6.3% |
Hong Kong |
Silicon, ingots, wafers |
| Solaria Energia y Medio A. |
€2.25 |
-11.1% |
-14.1% |
Spain |
Modules |
| SolarWorld AG |
€11.69 |
-23.5% |
-5.2% |
Germany |
Wafers, cells, modules, wholesale |
| STR Holdings |
$17.19 |
9.8% |
3.1% |
USA |
Foils for encapsulation of solar cells |
| SunPower |
$19.65 |
-17.0% |
-3.6% |
USA |
Cells, modules |
| Suntech Power |
$13.01
|
-21.8% |
-3.7% |
China |
Cells, modules |
| Trina Solar |
$24.08 |
-10.8% |
9.8% |
China |
Wafers, cells, modules |
| Yingli Green Energy |
$13.26 |
-16.1% |
5.9% |
China |
Wafers, cells, modules |
| PPVX |
2,242 |
-12.8% |
-2.5% |
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| * since Febr. 3, 2009 (Canadian Solar re-entered the index on Jan 8, 2009),
Nov. 6, Dec. 14 respectively |
|
Weekly summary |
|
The PPVX has decreased in the last week by 3.5% to 2,242 points and the AMEX Oil by 0.7%. Since the beginning of the year the PPVX of -12.8% (currency levelized) is around 10 percentage points behind the oil index (-3.2%). The top three of 2010 are STR Holdings (+10%), Conergy (+9%), and GT Solar (+7%). The biggest weekly winners were Trina Solar (+10%) and JA Solar (+6%), while Solaria Energia
(-14%) and centrotherm photovoltaics (-11%) lost most this week. PPVX market capitalization added up to around €29.6 billion ($41 billion).
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| Remarks |
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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, Conergy, Gintech, Green Energy Technology, LDK Solar, Meyer Burger Technology, Neo Solar Power, NPC Inc., Phoenix Solar AG , PV Crystalox, Roth & Rau, Sino-American Silicon Products, Solarfun Power, Solargiga, STR Holdings); between €800 million and €3.2 billion, 4 WP (Centrotherm, ECD, GT Solar, JA Solar, Motech, SMA Technology AG, Q-Cells, Renewable Energy Corp., Solaria, Trina); between €3.2 billion and €12.8 billion, 5 WP (SolarWorld, SunPower, Suntech Power, Yingli) and greater than €12.8 billion, 6 WP (First Solar). |
Michael
Schmela
© PHOTON International, February 5, 2010
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