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The
aim of this newsletter is to complement the news-based
website, with a primary focus on price-based information
over the previous period and to advise of forthcoming
company announcements (see bottom) and IPOs.
Winners
and losers: 7th March -
4th April 2008
THE WINNERS
1.
JA
Solar Holdings +63.90%
News
on April 4th that in the US that key tax subsidies
could be extended beyond 2008 lifted much of the solar
sector. JA Solar meanwhile can point to very
positive analyst up-ratings throughout March from
RBC Capital Markets, Collins Stewart, Lehman Brothers
Needham and Lazards.
2.
LDK
Solar +61.85%
The
problems of the polysilicon supply crunch are well
documented in the solar industry. LDK though seems
to have bucked the trend. On
the 4th April, LDK Solar signed a 6 yea | 