Salient to Investors:

  • Concern is growing that a potential change in Japan’s incentives for clean energy may lower demand from the world’s second-largest solar market, amid a glut of panels.
  • Gordon Johnson at Axiom Capital Mgmt said all of the Chinese module companies rely heavily on Japan. He is concerned about the new Trina convertible note and ADR offerings because they are using equity investors to finance the build-out of solar farms amid uncertain demand.

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