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Company Overview and News

22
Solar Stocks Are Still Attractive – Despite Recent Rally

2018-08-11 investorplace
Many solar stocks rallied this week after Daqo New Energy (NYSE: DQ), a Chinese company that makes polysilicon used to develop solar modules, reported much stronger than expected results. Importantly, Daqo also clarified that, contrary to the expectations of many, global solar energy demand is not collapsing. Despite the recent rally in solar energy stocks, many of the names in the sector, including JinkoSolar (NYSE: JKS), Daqo, SunPower (NASDAQ: SPWR), and SolarEdge (NASDAQ: SEDG), remain extremely undervalued.
JKS DQ SPWR SEDG

10
Enphase Energy Completes Acquisition of SunPower’s Microinverter Business

2018-08-09 globenewswire
PETALUMA, Calif. and SAN JOSE, Calif., Aug. 09, 2018 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ:ENPH), and SunPower Corp. (NASDAQ:SPWR), today announced that Enphase has completed the previously announced acquisition of SunPower’s microinverter business for a total of $25 million in cash and 7.5 million shares of Enphase common stock. Key anticipated benefits and highlights of the acquisition include:
SPWR 5GD SRGRF ENPH

9
10
Q2 Model Update: Results Don't Excite Or Disappoint

2018-08-08 seekingalpha
On July 10th, I posted an article in which I detailed a simple DCF model to determine the intrinsic value of Enphase Energy (ENPH). I expressed to readers my intention to continually revise this model, both with up-to-date company financials and improved methodology and assumptions. This article serves as the first of these updates. While I won't repeat my methodology in detail, readers can find it in my original article, linked here.
SPWR ENPH

15
Enphase Energy -- Look At The Growth Potential

2018-08-07 seekingalpha
With the recent synergy between Enphase and its partners, it’s clear that Enphase is growing, regardless of the negative press. Good things take time to grow, and the new management has only had about a year to turn things around, and they have. Proof of Enphase’s growth was given at the recent earnings call, so let’s look at some of the details in a positive light.
PCRFY LGEAF SPWR SIEGY CAT ENPH

10
SunPower Concentrates On Its Core Competencies... We Applaud

2018-08-06 seekingalpha
Finally the company is actually choosing its markets according to its core competencies, those in efficient panels.
SPWR

11
Enphase Energy Blasts Short Attack

2018-08-03 seekingalpha
Enphase (ENPH) CEO Badri Kothandaraman took a moment from the earnings call to deliver a sincere and direct response to allegations made by short seller Prescience Point (Transcript here) (Financials here):
SPWR ENPH

57
HQCL / Hanwha Q CELLS Co., Ltd. - Stock Institutional Ownership and Shareholders - Fintel.io

2018-08-02 fintel.io
Hanwha Q CELLS Co., Ltd. (NASDAQ:HQCL) has 14 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 470,836 shares. Largest shareholders include Invesco Ltd., UBS Group AG, Bank Of America Corp /de/, Morgan Stanley, Simplex Trading, Llc, MetLife Securities, Inc, Bdo Wealth Advisors, Llc, Advisor Group, Inc.
SPWR 5GD BAC BMO UBS AEZS MS SOL FSLR BMQZF BAC SRGRF BMO AEZ HQCL ULSGF IVZ

9
Sunpower Gets Their Day In The.. Sun

2018-08-02 seekingalpha
SunPower's (SPWR) top and bottom line earnings increases were a much needed shot in the arm to a company that has struggled to maintain shareholder value since 2016. SunPower has taken steps in Q2 to shift business to higher margin segments and leverage improved technology to produce more watts at lower costs on existing manufacturing fabs. Making a partner out of rival Enphase (ENPH) will produce synergy in marketing, CAPEX and revenue while the growth of each company will translate to the other.
SPWR

9
SPWR / SunPower Corp. 10-Q (Quarterly Report)

2018-08-01 sec.gov
Document Table of Contents <
SPWR

13
Oil Prices Seesaw As Uncertainty Grips Markets

2018-07-31 oilprice
Tom majored in International Business at Amsterdam’s Higher School of Economics, he is now working as news editor for Oilprice.com.
TRP SPWR SRGRF 5GD RRL RRS RGRLF RRC BP RGRYY MS RIG

130
SunPower (SPWR) Q2 Loss Narrower Than Expected, Sales Top

2018-07-31 zacks
SunPower Corp. (SPWR - Free Report) incurred second-quarter 2018 adjusted loss of a penny per share, narrower than the Zacks Consensus Estimate of a loss of 32 cents. In the year-ago quarter, the company reported loss of 35 cents. Excluding one-time adjustments, the company incurred a GAAP loss of $3.17 per share, wider than the year-ago quarter’s loss of 65 cents. Operational Results During the quarter under review, SunPower reported adjusted revenues of $447.
AZRE FCN SPWR RGSE 5GD SRGRF SFUN UTX

9
SunPower Corporation (SPWR) CEO Tom Werner on Q2 2018 Results - Earnings Call Transcript

2018-07-31 seekingalpha
Good afternoon. Welcome to SunPower Corporations, Second Quarter 2018 Earnings Call. At this time all participants are in a listen-only mode. Later we will conduct a question-and-answer session and instructions will follow at that time. (Operator Instructions).
SPWR 5GD SRGRF

9
Solar panel glut is muting effect of Trump tariffs -SunPower

2018-07-31 reuters
(Reuters) - A steep global decline in the price of solar modules in recent weeks is nearly offsetting the effect of the Trump administration’s 30 percent tariff on imported panels, the chief executive of a major U.S. solar company said on Monday.
SPWR 5GD SRGRF

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CUSIP: 867652406