|
|
JA Solar impresses the market . . . why?
A lot of excitement over the last couple of days on JA Solar - as picked up on this post by Motley Fool. JA Solar stands out because;
i) it's making more profits than anticipated ii) it has done well to secure adequate supplies of polysilicon iii) it is a relatively low-tech, easily understandable solar play - based in China Anyway, I'm always struck by how little of a following there is in the anglosphere of stocks not listed in English-speaking markets. A case in point has to be solar stocks, most of which tend to be listed in Germany, the world's leading market for the industry. Yet there's next to no discussion of them outside of the super niche world of globally thinking alternative energy investors. In the ideal future - and I think it will come - the transaction and bureaucratic cost of buying or selling a stock anywhere in the world will be near identical and close to zero. But we're not there yet. That's why I'm launching our first solar stocks screener - just click on the link here. It shows all solar stocks listed on North American (i.e. USA and Canada) and the London Stock Exchange of which there are 25. It's also got the 10 latest stories on solar stocks for you to pick up. And it will refresh every minute automatically. |

Leave a comment