"The Chinese government recently announced a plan to offer massive subsidies to Chinese solar companies. As the leading Chinese solar firm, Suntech will do very well from the generous offering that's estimated to cover half the cost of entire installations.

"This solar subsidy -- the biggest solar stimulus in the world -- is targeted at Photovoltaic (PV)-integrated building design construction projects in urban areas, and building construction projects with PV application design in rural and remote areas.

"Public-use buildings such as schools, hospitals and government organizations are among the priorities.

"Amazingly, China currently represents only a 1% share of the solar market worldwide. But, now that there are new incentives and government mandates, this will change very rapidly. We expect the domestic Chinese market will soon be a key driver for STP.

"For the second half of 2009, STP's financial performance will improve, thanks to the fact that polysilicon prices are dropping faster than its solar module prices.

"Additionally, the boost in domestic demand should also ease manufacturing costs, which have been hampered by low utilization rates.

"The way to win in solar is to invest in the industry leaders and SunTech is a big as they come. Not to mention that it is the leader in what promises to be the fastest-growing market during the next several years."

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