Solarfun Not Having Fun; Jefferies Slashes Estimates

Seems like there’s never any good news from the solar sector. Solarfun Power shares are getting whacked today by a report from Jefferies solar analyst Paul Clegg, who basically points out that the company is suffering from the dual maladies of sagging demand and a weakening balance sheet.

China Solar Stocks: Barclays Says Buy Yingli, Sell Solarfun

Barclays Capital analyst Vishal Shah this morning picked up coverage of a half-dozen China-based solar stocks. His general view is that the stocks will be hampered in the near term by falling Street estimates and excess channel inventory, but that some stocks could outperform as polysilicon supply improves.