Jul 2nd, 2007, 18:22 | #1 |
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在美上市的8个中国太阳能股
在美上市的8个中国太阳能股,全是新公司, 发展潜力巨大, 热门行业, 业绩年增超过100%, 无论是长期投资,还是做波段,DAYTRADING,都很适合, 供参考. Symbol Last Sale Change Net / % Share Volume Market SOLF $10.92 +0.73/ 7.16% 764,998 NASDAQ-GM JASO $37.11 +3.3901/10.05% 2,388,543 NASDAQ-GM STP $37.78 +1.31/ 3.59% 2,004,300 NYSE TSL $54.86 +3.41/ 6.63% 1,341,600 NYSE YGE $14.93 +0.43/ 2.97% 1,478,500 NYSE CSIQ $10 +0.60/ 6.38% 304,477 NASDAQ-GM LDK $34.28 +2.98/ 9.52% 1,100,800 NYSE CSUN $13.97 +0.27/ 1.97% 1,188,345 NASDAQ-GM |
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Jul 4th, 2007, 11:49 | 只看该作者 #3 |
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CSUN的暴跌,原因是消息中提到了"MARGIN PRESSURE"这个敏感字眼, 这是SOLAR企业目前普遍面临的问题,因近期硅料短缺造成. 如果仔细看这个消息,实际上还是不错的(提到数个新的供销合同及对今年下半年的预期). 比如文中提到2007年95-110MW的量, 以目前的$3.2/W换算, 可达3-3.4亿美元的销量, 将比2006增长一倍以上(2006是46MW, REV1.49亿), 即便按行业目前较低的10%MARGIN算, 也有3000万的净利(06年是1180万), EPS在$0.80-0.85左右. 对消息面的反映往往是过度的, CSUN在$10-11之间走稳后, 就是进场的好时机.总的来说,本人对太阳能股是看好的而且回报很不错.
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Jul 12th, 2007, 19:34 | 只看该作者 #14 |
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YGE is taking a breath as expected. Still holding my Sept STP 30 call bot a month ago. Many people may disagree, but it seems to me LDK will have greater potential among solar stocks and they will have explosive # in the next few quarters with less margin pressure.
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Jul 19th, 2007, 00:31 | 只看该作者 #18 |
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YGE 有点问题,CIBC的报告认为TP is $16,进点应为$12,难怪YGE连跌数日.幸好今天没进就看到这个报告了... CIBC YGE Investment view We initiate coverage on YGE with a Neutral rating and a 12-month DCF based Target Price of US $16. We believe the company’s vertical integration and management vision are key differentiators. We view capacity expansion and vertical integration as key earnings drivers. However, following the share price gain of 60% from its IPO price, we believe the upside is priced in. We believe potential 2Q earnings surprises and supportive legislation which we think may be initiated in the US will drive near term share price volatility. We believe a better entry point would be at the US$12 level. Core drivers of growth On pro-forma basis, we expect YGE to post net earnings growth of 173% in 2007E and 72% in 2008E on the back of market expansion and enhancedbbs. P operating leverage. We are looking for strong yoy PV module shipment& increases of 155% in 2007E and 73% in 2008E. We expect integration, improved production scale and technological enhancement should more than offset ASP weakness, sustaining margins. Risks to the investment case (1) Supply chain uncertainty & ASP weakness, which could put margins at risk; (2) execution risk in capacity ramp up; (3) volume risk associated with customer concentration & loss of market share to competitors. ValuationS,L l V B x%b z Our DCF-based 12-m TP of US $16 implies 21X ‘08E P/E vs. 20/26/22X ‘08E for China-based peers, the global industry average, and Trina Solar (TSL,NC}, respectively. We view TSL as the closest comparable to YGE. Industry contextbbs.solarzoom.com.IF6g7v-`$X x W ` We view excess capacity and policy uncertainties as long-term industry @risks. We view YGE’s integration business model as defensive long-term. INVESTMENT LIST MEMBERSHIP. Coverage View: Neutral China: Power Technology |
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12321 (Dec 10th, 2008) |