All posts published on GWI for the Week Ending 2nd September, 2012:
The whole solar panel industry has been in a tailspin as the massive solar glut takes toll of the whole industry. The industry downturn which started in 2011 has not stopped…… Criteria to stay alive in 2012 – Government Support, Low Cost, Branding, R&D, Efficiency, Low Debt. List of Solar Stocks.
There are multiple opportunities where investors can benefit from the solar panel industry in India like in providing mounting solutions, installation services, monitoring services etc. However one overlooked sector is providing security solutions and services for solar panel arrays. Some simple solutions to securing of solar panels – Security Fasteners, Video Cameras, Reduced Access, Human Guards……
China is one of the biggest mysteries for investors and economists with most data emanating from China rated suspect even by the Chinese leaders themselves. Reasons for Chinese Economy Slowdown – Real Estate Bubble, US European Export Markets are slowing down, Pressure on Yuan growing, Foreign MNCs feeling discriminated against, Banks and Local Government have huge unaccounted liabilities, Chinese Stock Market is down the most among major markets in 2010, Chinese wages are going up……
There are news reports that the state of Bihar is signing a PPA with a US based investor Schanti Partners for building a 10 MW solar power plant at a rate of Rs 12.5/kwh. The company has received a no objection certificate from BREDA and is set to enter a 25 year PPA at Rs 12.5/ unit………. it would be better for Bihar to do a competitive bidding in order to get the best rates for its citizens
Wind Power Plants in India are finding the going tough in 2012 as we had written earlier with a number of factors affecting the growth of the industry in India. Not only have the central subsidy schemes like accelerated depreciation and GBI have been removed……. Wind Companies are also facing capital escalation of costs with the prices of materials like steel and cement showing a sharp appreciation, leading to a 30-40% increase in the cost of wind farms………The rise in costs with a fall in electricity tariffs are squeezing the wind energy developers
The Indian Desalination industry is facing the woes of the larger infrastructure sector with companies fighting with the government over contractual issues even as the infrastructure goes to waste…….Now the largest desalination project in India inaugurated In 2010 with much fanfare has also shut down. The reason being the high salinity content of the sea water that is used as input by the plant……. Note Chennai which is the largest city in South India suffers from a huge water shortage problem
Solar Companies in Europe have been falling like nine pins for almost a year now and the carnage shows no sign of stopping. The biggest failure till now was the bankruptcy of the erstwhile global no. 1 producer of solar cells Q-Cells. Other companies like Solon, Sulfurcell soon followed suit……. Now REC Wafer which is a subsidiary of the REC solar group has gone bankrupt……. Another Spanish company Silken which was one of the pioneers in the solar panel market had decided to fire all its workers…….. Solarworld is the only significant European solar company of any consequence to remain alive
The Japanese Government announced a very lucrative subsidy scheme for solar energy in Japan following the Fukushima disaster……. Big home builders like Sekisui House and West Holdings have made billion dollar investment plans to get into solar energy………. Note Softbank has already announced plans to build 10 MW solar parks all over the country…….. West Holdings has organized a consortium of 12 investors including solar cell and solar panel producers
It is a leading global insurance group, wholly owned by the Government of India…….. The company like the other GIC subsidiaries is a leading insurance group, with offices and branches throughout India and various countries abroad………. Incorporated on July 23rd, 1919 founded by the House of Tata Founder member – Sir Dorab Tata
Web Development is a process of scripting and programming, with technologically advanced features, to improve overall competence & strength of a business……… List of companies – TIS India, Miracle Studios, Weblink India, Access Technology India, Midas, RoyalWays, AES Technologies, Visuals India, LeXolution, Blue Apple…………