Re-Set or Game Over? The solar industry, like many young industries, depends on substantial government subsidies to fuel growth and profitability. Weaning the industry off these generous subsidies, though, is proving to be a bumpy process. Germany has long been at the core of the solar industry’s growth, driving installations with generous Feed-In Tariff schemes [...]
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The Chinese Ministry of Finance proposed its “Solar Roofs Program” on March 23, 2009, in order to jumpstart the domestic Chinese solar market that has until now been virtually non-existent. By our estimates, demand in China was about 70 MW in 2008, or less than two percent of the 4.5 GW of worldwide demand. The [...] |
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Battle Road Research, an equity research firm, serves fund managers, analysts, and financial advisors with an independent voice on technology, healthcare, solar power, and education stocks. Battle Road analysts place an equal weight on industry and securities analysis in an effort to seek out stocks to buy and stocks to avoid. As an integral part of our research process, we tap into a network of industry sources who provide insight into the companies we cover. We present our conclusions in a straight-forward Buy, Hold, Sell format. As a matter of principle, we refrain from investment banking, company-paid reports, and personal investment in the stocks we research. Visit us on the web at Battleroad.com. |
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