5 posts and columns on Vishal Shah

Voices

China Solar Stocks: Barclays Says Buy Yingli, Sell Solarfun

in News on February 9, 2009 at 2:36 pm PT

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.

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Dueling Solar Views: Pricing vs. Market Share

in News on October 9, 2008 at 12:53 pm PT

Today’s dispatches from the land of the sun reflect caution and opportunity as regards the solar energy technology business. Analyst Gordon L. Johnson with Hapoalim Securities writes in an initiation-of-coverage report on the solar stocks that the credit crunch could hurt solar panel demand because installation of panels is funded up to 70 percent by debt.

Voices

Solar Shares Jump; Senate Adds Solar ITC to Bailout Bill

in News on October 1, 2008 at 6:41 am PT

Solar industry shares are off to a rousing start this morning on news that the Senate plans to add the stalled “tax extender” legislation, which includes an eight-year extension to the solar investment tax credit to the pending bailout bill for the financial sector.

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Solar Shares Collapsing; Where's the Bottom?

in News on September 9, 2008 at 3:09 pm PT

As far as I can tell, the sun is operating normally. But you might think otherwise judging from this week’s action in solar stocks. The sector, which suffered considerable losses yesterday, today went into freefall, with many names in the sector suffering losses of more than 10 percent. Exactly why investors decided to bail on the stocks today is unclear, but there are a number of factors that appear to be contributing to the current solar scare.

Voices

Solar Stocks Feel the Heat: Report Spain Plans Subsidy Cut

in News on July 1, 2008 at 2:02 pm PT

Solar stocks are again feeling the heat from a report that Spain plans sharp reductions in subsidies for solar power. On Friday, a number of solar stocks dropped sharply after Lehman’s Vishal Shah asserted in a research note that the country was considering sharp cuts in its solar subsidy program. Today, there were further reports on the same theme.