Assessment - Photon Photovoltaik-Aktienindex in Japanese yen - 7/01/24 - RS = 46
⇐
⇓ freshest
Δday
7/01/24
⇓ 8/14/23
prc diff
⇓
⇓
L
SOM Price Index
395,251.513
8/12/24
-1.07
418,248.406
-5.50
592,968.098
-174,719.692
-29.47
-15.29
L
First Solar
35,421.968
8/12/24
3.51
35,984.247
-1.56
30,707.774
5,276.473
17.18
41.66
L
Xinte Energy
155.999
8/12/24
1.62
167.585
-6.91
279.022
-111.437
-39.94
-21.12
L
Solaria Energía
1,915.053
8/12/24
1.47
2,010.373
-4.74
2,143.341
-132.968
-6.20
-3.93
L
Grenergy Renovables
5,970.461
8/12/24
1.32
5,970.461
4,096.163
1,874.298
45.76
40.54
L
Enphase Energy
17,629.389
8/12/24
1.16
15,714.732
12.18
20,128.603
-4,413.871
-21.93
-10.37
S
SolarEdge
3,464.156
8/12/24
1.13
3,872.940
-10.55
25,705.761
-21,832.821
-84.93
-68.81
L
United Renewable
56.032
8/12/24
0.89
65.701
-14.72
73.154
-7.452
-10.19
0.95
L
Sino-American Sili
932.217
8/12/24
0.80
1,100.809
-15.32
702.002
398.807
56.81
29.56
Xinyi Solar
73.034
8/12/24
0.28
81.310
-10.18
136.353
-55.043
-40.37
-19.33
S
Shoals Technologies
828.877
8/12/24
0.20
987.220
-16.04
3,140.056
-2,152.836
-68.56
-50.36
BCPG
24.429
8/09/24
27.511
-11.20
39.004
-11.494
-29.47
-19.06
Encavis
2,946.236
8/12/24
2,928.905
0.59
2,201.291
727.615
33.05
28.59
L
GCL Poly Energy
23.586
8/12/24
24.000
-1.72
27.865
-3.865
-13.87
0.10
L
Neoen
6,651.561
8/12/24
-0.10
6,471.321
2.79
4,388.292
2,083.028
47.47
46.41
ReNew Energy Global
950.058
8/12/24
-0.84
982.373
-3.29
899.026
83.346
9.27
8.72
L
Voltalia
1,764.275
8/12/24
-0.97
1,590.967
10.89
2,438.646
-847.678
-34.76
4.89
L
Array Tech
1,135.868
8/12/24
-0.99
1,546.268
-26.54
3,357.914
-1,811.646
-53.95
-34.42
S
SMA Solar
3,795.445
8/12/24
-1.26
4,589.196
-17.30
12,320.242
-7,731.046
-62.75
-51.12
West Holdings
2,142.000
8/09/24
-1.38
2,485.000
-13.80
2,536.000
-51.000
-2.01
-7.06
L
Scatec
1,280.601
8/12/24
-1.46
1,300.279
-1.51
1,092.057
208.222
19.07
31.27
L
Nextracker
6,298.172
8/12/24
-2.01
7,451.814
-15.48
5,979.469
1,472.345
24.62
14.28
L
Canadian Solar
2,132.783
8/12/24
-2.51
2,263.658
-5.78
4,816.108
-2,552.450
-53.00
-31.76
L
Sunrun
2,800.085
8/12/24
-3.13
1,763.585
58.77
2,435.650
-672.064
-27.59
-10.32
L
Enlight Renewable
259,236.272
8/12/24
-3.23
240,974.737
7.58
239,958.602
1,016.135
0.42
-3.47
⇓ freshest
Δday
7/01/24
⇓ 8/14/23
prc diff
⇓
⇓
L
JinkoSolar
3,045.678
8/12/24
-3.48
3,323.587
-8.36
5,208.252
-1,884.666
-36.19
-24.79
S
Flat Glass
241.654
8/12/24
-3.63
237.929
1.57
399.400
-161.470
-40.43
-24.06
L
Sunnova Energy
1,069.623
8/12/24
-4.47
845.034
26.58
2,352.864
-1,507.829
-64.08
-30.74
Daqo New Energy
2,594.886
8/12/24
-4.74
2,312.130
12.23
5,209.705
-2,897.574
-55.62
-38.91
L
SunPower
32.315
8/12/24
-4.76
437.867
-92.62
1,180.789
-742.922
-62.92
-27.21
Altus Power
475.029
8/12/24
-6.96
602.673
-21.18
846.740
-244.068
-28.82
-23.18
PPVX - 30 out of 30 instruments rated - 7/01/24 / 8/14/23 - 9 did rise, Market-Ratio(46) in JPY = 30.00 %
Technical Chart
Transactions Photon Photovoltaik-Aktienindex in Japanese yen * S46 - 51 ex 9 (1)
⇐ L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
1/02/06 11/10/08 1043 - cash -
short
11/10/08
8/24/09
287
Solaria Energía
100
33
298.798
311.659
285.937
-12.861
-4
9,576
-5
8/24/09 8/31/09 7 - cash -
8/31/09
9/07/09
7
SunPower
100
4
2,372.475
2,537.492
2,207.458
-165.017
-7
8,916
-98
9/07/09 4/12/10 217 - cash -
4/12/10
5/10/10
28
SunPower
100
5
1,708.093
1,400.466
2,083.294
375.201
22
10,792
1,231
5/10/10 5/17/10 7 - cash -
5/17/10
7/19/10
63
SunPower
100
9
1,116.048
1,167.196
1,064.899
-51.149
-5
10,331
-24
7/19/10 7/26/10 7 - cash -
7/26/10
9/13/10
49
West Holdings
100
5,253
1.967
2.283
1.650
-0.317
-16
8,668
-73
9/13/10 10/11/10 28 - cash -
10/11/10
3/21/11
161
Solaria Energía
100
50
172.578
233.254
111.902
-60.676
-35
5,634
-63
3/21/11 7/11/11 112 - cash -
7/11/11
9/26/11
77
Enlight Renewable
100
0
6,687.257
6,516.393
6,862.601
175.344
3
5,634
0
9/26/11
12/10/12
441
JinkoSolar
100
12
454.714
422.449
489.444
34.730
8
6,051
6
12/10/12
1/21/13
42
SMA Solar
100
3
1,821.220
2,539.977
1,102.462
-718.757
-39
3,894
-99
1/21/13 2/04/13 14 - cash -
2/04/13
2/11/13
7
SMA Solar
100
1
2,186.094
2,327.816
2,044.373
-141.722
-6
3,753
-97
2/11/13 3/25/13 42 - cash -
3/25/13
4/08/13
14
SMA Solar
100
1
2,444.798
2,249.813
2,656.681
211.884
9
3,965
773
4/08/13 10/13/14 553 - cash -
10/13/14
10/27/14
14
SMA Solar
100
1
2,416.510
2,587.193
2,245.827
-170.683
-7
3,794
-85
10/27/14 11/10/14 14 - cash -
11/10/14
4/13/15
154
SMA Solar
100
1
2,705.976
1,747.742
4,189.580
1,483.604
55
5,277
182
4/13/15 4/20/15 7 - cash -
4/20/15
4/27/15
7
West Holdings
100
579
9.110
8.910
9.315
0.205
2
5,396
218
4/27/15 5/04/15 7 - cash -
5/04/15
11/02/15
182
West Holdings
100
640
8.430
7.000
10.152
1.722
20
6,498
45
11/02/15 11/16/15 14 - cash -
11/16/15
11/30/15
14
Enphase Energy
100
24
261.151
205.582
331.742
70.590
27
8,192
51,071
11/30/15 12/14/15 14 - cash -
12/14/15
12/21/15
7
Enphase Energy
100
30
270.096
435.132
105.059
-165.036
-61
3,241
-100
12/21/15 1/04/16 14 - cash -
1/04/16
1/16/17
378
Enphase Energy
100
7
416.844
188.401
922.283
505.438
121
6,779
115
1/16/17
6/05/17
140
SunPower
100
7
850.659
897.585
803.734
-46.925
-6
6,451
-14
6/05/17
6/26/17
21
Enphase Energy
100
74
86.327
94.873
77.782
-8.546
-10
5,818
-84
6/26/17 7/16/18 385 - cash -
7/16/18
7/23/18
7
GCL Poly Energy
100
597
9.732
9.513
9.957
0.225
2
5,952
229
7/23/18 8/13/18 21 - cash -
8/13/18
2/04/19
175
GCL Poly Energy
100
740
8.043
9.383
6.703
-1.340
-17
4,961
-32
2/04/19
4/15/19
70
SMA Solar
100
1
2,655.438
2,502.941
2,817.225
161.788
6
5,122
36
4/15/19 11/08/21 938 - cash -
11/08/21
3/28/22
140
Scatec
100
2
2,212.072
1,808.330
2,705.956
493.884
22
6,110
69
3/28/22 4/18/22 21 - cash -
4/18/22
6/20/22
63
Shoals Technologies
100
3
1,597.821
2,642.210
553.433
-1,044.388
-65
2,977
-100
L/S date buy date sell days instrument spl pieces prc buy prc sell ps short prc diff d % asset yield
6/20/22
8/08/22
49
Scatec
100
2
1,221.187
1,571.402
870.971
-350.216
-29
2,277
-92
8/08/22 9/05/22 28 - cash -
9/05/22
9/12/22
7
Flat Glass
100
5
407.361
443.101
371.622
-35.740
-9
2,098
-99
9/12/22 9/19/22 7 - cash -
9/19/22
11/28/22
70
Flat Glass
100
5
388.686
345.073
437.811
49.125
13
2,344
86
11/28/22 1/30/23 63 - cash -
1/30/23
6/10/24
497
SunPower
100
1
2,143.207
536.331
8,564.367
6,421.160
300
8,765
177
6/10/24
8/12/24
63
Shoals Technologies
100
8
1,067.958
828.877
1,375.999
308.041
29
11,229
334
accum 11/10/08
8/12/24 3890
days out of 7453 invested (52%)
12
11,229
1
Instrument Related Contribution
instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total SunPower short 8/31/09 9/07/09 7 2,372.48 2,537.49 2,207.46 -165.02 -6.96 4/12/10 5/10/10 28 1,708.09 1,400.47 2,083.29 375.20 21.97 5/17/10 7/19/10 63 1,116.05 1,167.20 1,064.90 -51.15 -4.58 1/16/17 6/05/17 140 850.66 897.58 803.73 -46.93 -5.52 1/30/23 6/10/24 497 2,143.21 536.33 8,564.37 6,421.16 299.61 308.83 JinkoSolar 9/26/11 12/10/12 441 454.71 422.45 489.44 34.73 7.64 7.64 West Holdings 7/26/10 9/13/10 49 1.97 2.28 1.65 -0.32 -16.10 4/20/15 4/27/15 7 9.11 8.91 9.31 0.20 2.24 5/04/15 11/02/15 182 8.43 7.00 10.15 1.72 20.43 3.31 Flat Glass 9/05/22 9/12/22 7 407.36 443.10 371.62 -35.74 -8.77 9/19/22 11/28/22 70 388.69 345.07 437.81 49.12 12.64 2.76 Enlight Renewable 7/11/11 9/26/11 77 6,687.26 6,516.39 6,862.60 175.34 2.62 2.62 Enphase Energy 11/16/15 11/30/15 14 261.15 205.58 331.74 70.59 27.03 12/14/15 12/21/15 7 270.10 435.13 105.06 -165.04 -61.10 1/04/16 1/16/17 378 416.84 188.40 922.28 505.44 121.25 6/05/17 6/26/17 21 86.33 94.87 77.78 -8.55 -9.90 -1.50 SMA Solar 12/10/12 1/21/13 42 1,821.22 2,539.98 1,102.46 -718.76 -39.47 2/04/13 2/11/13 7 2,186.09 2,327.82 2,044.37 -141.72 -6.48 3/25/13 4/08/13 14 2,444.80 2,249.81 2,656.68 211.88 8.67 10/13/14 10/27/14 14 2,416.51 2,587.19 2,245.83 -170.68 -7.06 11/10/14 4/13/15 154 2,705.98 1,747.74 4,189.58 1,483.60 54.83 2/04/19 4/15/19 70 2,655.44 2,502.94 2,817.23 161.79 6.09 -6.09 Scatec 11/08/21 3/28/22 140 2,212.07 1,808.33 2,705.96 493.88 22.33 6/20/22 8/08/22 49 1,221.19 1,571.40 870.97 -350.22 -28.68 -12.75 GCL Poly Energy 7/16/18 7/23/18 7 9.73 9.51 9.96 0.22 2.31 8/13/18 2/04/19 175 8.04 9.38 6.70 -1.34 -16.66 -14.74 instrument L/S date buy date sell days prc buy prc sell ps short prc diff d % total Solaria Energía 11/10/08 8/24/09 287 298.80 311.66 285.94 -12.86 -4.30 10/11/10 3/21/11 161 172.58 233.25 111.90 -60.68 -35.16 -37.95 Shoals Technologies 4/18/22 6/20/22 63 1,597.82 2,642.21 553.43 -1,044.39 -65.36 6/10/24 8/12/24 63 1,067.96 828.88 1,376.00 308.04 28.84 -55.37
Annotations
4/22/24 PPVX Voltalia replaces Meyer Burger 11/13/23 PPVX Altus Power replaces Maxeon 2/10/23 PPVX Nextracker replaces Beijing Energy 2/06/23 Enlight Renewable reverse split 10:1 (one for ten) 9/25/22 PPVX Maxeon Solar Technologies replaces Azure Power Global 10/29/21 PPVX ReNew Energy Global replaces Soltec Power 7/29/21 United Renewable reverse stock split 0.5658:1 7/23/21 PPVX Xinte Energy replaces Maxeon 6/25/21 PPVX Enlight Renewable Energy and Flat Glass Group replace Solarpack and Renesola 4/01/21 GCL Poly Energy suspended 2/05/21 PPVX Shoals Technologies Group replaces SPCG 1/25/21 PPVX Grenergy Renovables and ReneSola replace Motech Industries and Shinsung E&G 11/17/20 Daqo New Energy stock split 1:5 (five for one) 10/31/20 PPVX Soltec Power replaces REC Silicon 10/23/20 PPVX Array Technologies and REC Silicon replace 7C Solarparken and Tainergy 10/08/20 PPVX Tainergy Tech replaces Vivint Solar (acquired by Sunrun) 9/21/20 PPVX Motech Industries and Shinsung E&G replace China Shuifa Singyes and Thai Solar Energy 3/27/20 PPVX China Singyes Solar and Edisun Power Europe replace Motech and Terraform Power 12/28/19 PPVX Motech replaces SFCE 11/08/19 PPVX Neoen replaces REC Silicon 7/29/19 PPVX Sunnova replaces Shinsung E&G 2/16/19 PPVX 7C Solarparken replaces China Singyes Solar 12/10/18 PPVX SFCE and Solarapack replace Motech Industries and Green Energy Technology 10/01/18 PPVX Thai Solar Energy returns for Gintech Energy (merger with Neo Solar Power) 7/20/18 PPVX West Holdings replaces JA Solar 7/17/18 PPVX JA Solar exits due to becoming private (mergered with JASO Acquisition Holding as wholly owner) 6/25/18 Green Energy T returns replacing 8point3 6/21/18 8point3 drops out due to acquisition by Capital Dynamics 5/18/18 PPVX Enphase Energy replaces Thai Solar Energy PCL (exit due to low stock market value) 2/27/18 Capital Stage renames into Encavis (ENergy + CApital + VISion) 2/16/18 PPVX Solaria Energía replaces SFCE (market value falls below exit threshold) 12/30/17 PPVX Vivint Solar replaces TerraForm Global (acquired by Brookfield Asset Management) 8/11/17 PPVX Shinsung E&G replaces Green Energy Technology 3/14/17 PPVX Azure Power Global replaces Trina Solar 11/25/16 PPVX Thai Solar Energy replaces SolarCity (acquired by Tesla) 11/04/16 PPVX SPCG replaces SPI 10/08/16 Chorus is replaced by BCPG 8/08/16 Capital Stage acquires Chorus Clean Energy 6/03/16 PPVX complete analysis - all techniques have been refreshed using new market composition 6/02/16 Solarenergie Change Of Composition 1/01/16 Sunrun recording started 8/18/15 Solarenergie complete analysis 7/01/15 Scatec Solar monitoring started 3/14/15 Solar Energy first complete analysis
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