Solarfun Power (SOLF), Yingli Green Energy (YGE) and Others: 50%+ Exposure To Spain

As the risks surronding Spain’s solar subsidy policies mount, Credit Suisse reviews relative exposure. These 5 solar companies had more than 50% exposure to Spain in the last quarter and could be hurt the most by lower than expected subsidies:

  • Yingli Green Energy (YGE)
  • SunPower (SPWR)
  • Suntech Power (STP)
  • Canadian Solar (CSIQ)
  • Solarfun Power (SOLF)

See Also:
Spain Solar Subsidy Proposal Crushes Yingli Green Energy (YGE), Solarfun (SOLF), First Solar (FSLR), et al (YGE, SOLF, STP, FSLR, SPWR, WFR)
Spain Solar Legislation Threatens Industry: First Solar (FSLR) OK, Others May Not Be So Lucky (FSLR, SPWR, YGE, STP)
First Solar (FSLR): Spanish Risk Minimal…For Now (FSLR)

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