Sunday, July 31, 2011

AAPL: iPhone doubles world market share, outpaces rivals

Released yesterday, IDC's report found that Apple shipped 20.3 million iPhones in the quarter, a leap of 142 percent from the 8.4 million shipped in the prior year's quarter. Among the top five vendors, Apple also saw the biggest jump in market share, capturing 5.6 percent of global mobile-phone shipments, compared with 2.6 percent a year ago.

Saturday, July 30, 2011

Currencies forecast - Big Mac index

Economist Magazine has changed the way the calculation of the Index BIG - Mac, which examines the world's foreign exchange rates based on the price of a Big patty - Mac restaurants McDonald's, based on the assumption that it represents the purchasing power of currency.
The new calculation method is based on the same basic principle of the famous hamburger price comparison in different countries, but unlike the original index, also plays in calculating per capita GDP of each country. According to the Economist, the change is because prices in poorer countries that are cheaper because labor costs are lower , as evidenced by the strong positive correlation between the dollar price of Big Mac and GDP per capita.
For example, the updated index against the dollar was trading higher at the gate by 43% fair value, while according to the old version of this index was strong in 15% of its real value against the dollar.
China's currency, the yuan, was trading slightly above the real value against the dollar by the updated index, while the old index on the Chinese currency was trading lower at 44% of its value.
According to the updated index, the excessive currency exchange traded against the dollar is the currency of Brazil, the Real, which was trading higher at the gate value 149% fair

.According to gross index strengthen the real version 52% against the dollar.
For the latest currencies and forex forecast:
http://iknowfirst.com/node/137

Wednesday, July 27, 2011

Monday, July 25, 2011

LDK is still extremely undervalued as Sharp President Pushes Solar Power in Japan's Nuclear Wake

LDK is still extremely undervalued, as Japan rethinks its dependence on nuclear energy in the wake of the Fukushima nuclear accident,
Sharp Corp. is out front in the discussion over what's next.
Sharp President Pushes Solar Power in Japan's Nuclear Wake
A proposed shift in Japan's energy policy could mean higher electricity costs for Sharp and its fellow manufacturers. Sharp—whose biggest businesses are liquid-crystal display panels and television sets—is a member Keidanren, a powerful Japanese business lobby opposed to the proposed renewable energy bills.
http://online.wsj.com/article/SB10001424...

Saturday, July 23, 2011

Japan Energy-Short: Savings Now, Eyes Renewable Future - 53 GW installations by 2030

Japan has aggressively sought to upgrade its solar potential—a cause taken up byJapan PM, Mr. Kan before he survived a no-confidence vote earlier this month. The country has set a goal of increasing solar photovoltaics, mostly in rooftop panels, from 3,500 megawatts in 2010 to 53,000 megawatts by 2030. Beyond Mr. Kan's target of powering 10 million homes by 2020, there would be enough solar photovoltaics to power 18 million Japanese homes by 2030.

About Japan energy saving now read more.

Solar companies like LDK would profit from this Japan goal.

Monday, July 18, 2011

APPL goes to multisource approach.

Apple to use both Samsung, TSMC?
APPL goes to multisource approach.
Very wise IMHO.
Any thoughts?

http://www.eetasia.com/ART_8800647149_499489_NT_7bfed2b6.HTM
Several reports have come out that APPLE Inc. is going to drop SAMSUNG Electronics Co. Ltd as the manufacturer for its iPad processors, the A6. There are also reports saying that Taiwan Semiconductor Manufacturing Company Ltd ( TSMC) will be the alternative manufacturer of the A6. It was also mentioned that Intel is also eyeing to get the Apple foundry deal.

Saturday, July 16, 2011

Only 18 of Japan's 54 nuclear reactors remain operational.

Japan's Ohi nuclear reactor shuts down after fault
Japan court orders reactor closed
Japan's Ohi nuclear power station is being shut down, after a technical fault.
Pressure in a safety tank fell for no apparent reason, and although it is now back to normal, the plant's operators said they would "give the top priority to safety and find out the cause".
There was no release of radioactive material.
The closure will compound power difficulties in the wake of March's earthquake and tsunami.
There has been growing public disquiet over the continuing crisis at the Fukushima Daiichi nuclear plant, which was damaged by the disaster.
Fukushima continues to leak radioactive material.
Pressure in a tank containing boric acid, which is used to slow down nuclear fission in emergencies, dropped on Friday at Ohi's No 1 reactor.
The reactor, 350 km (220 miles) west of Tokyo, has a capacity of 1.18m kW.
With the closure at Ohi, only 18 of Japan's 54 reactors remain operational.
Japanese expert urges would-be users of nuclear power to adopt alternative energy sources instead
http://www.bangkokpost.com/business/econ...
As per common sense alternative energy companies shares like LDK, STP should reflect adoptation of the Green energy sources but money still does not flow in LDK at this stage.