Tag: PWER
Price Pressure Will Squeeze Solar Inverter Revenues
James Montgomery SMA Solar inverter photo by Claus Ableiter In a new report, IHS says worldwide solar inverter unit shipments will rise 7 percent this year, but PV inverter revenues are heading the opposite way, a 9 percent decline this year to $6.4 billion, worse than the firm's earlier prediction of a 5 percent drop. (2014 will see a 9 percent rebound in revenues back to around $7.0 billion, while shipments will surge 19 percent to more than 41 GW.) That's because overall inverter prices are sinking fast, sliding to...
When Contrary Pays
Debra Fiakas Power One (PWER) looks like a promising contrarian play. It is a scenario that has plays out quarter after quarter. A leading company in popular sector reports decent results, but surprises investors with guidance below the prevailing consensus. Then the stock price crashes as sell-side analysts cut estimates, price targets and ratings. It is a situation that many investors fear as they see once profitable stock positions lose value. Not the contrarian investor! There are potential profits to be made for the obstinate, but fearless investors willing to do their homework. This...