Excess Capacity: Industry-wide excess solar cell and module capacity have led to stockpiling across the board. As a result, we think the performance of companies such as Evergreen Solar Inc. (ESLR - Analyst Report), JA Solar Holdings Co Ltd. (JASO - Analyst Report), A-Power Energy Generation System (APWR - Snapshot Report) and LDK Solar Company Ltd. (LDK - Snapshot Report) -- burdened as they are with high inventory levels -- will remain under pressure in the near term.

German Roll-back: Germany, one of the prime solar markets with a lucrative subsidy program, is considering a roll-back of its grants. This will affect companies such as First Solar Inc. (FSLR - Analyst Report) and SunPower Corporation (SPWRA - Snapshot Report), who generate a substantial portion of their sales from Germany.

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