China Ming Yang Wind Power Group,mein Favorit 2013
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| Eröffnet am: | 04.01.13 18:14 | von: silvia2501 | Anzahl Beiträge: | 40 |
| Neuester Beitrag: | 15.10.13 17:06 | von: Gropius | Leser gesamt: | 11.003 |
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Nokia ist bereits sehr gut gelaufen.
Diese Aktie hat absolutes Potential in 2013. Die Fa. ist vor allem in China sehr gut positioniert, aber auch international sehr gut aufgestellt.
Für mich locker ein Kandidat auf 500 - 1000 % Kurspotential die nächsten 3 - 5 Jahre.
decrease heißt übrigens abnehmen oder schrumpfen
http://www.offshorewind.biz/2012/11/19/...-yang-announces-q3-results/
Third Quarter 2012 Unaudited Financial Results
Revenue
Revenue in the third quarter of 2012 was RMB787.8 million (US$125.3 million), representing a decrease of 58.6% from RMB1,904.8 million in the corresponding period in 2011. WTGs for which revenue was recognized amounted to an equivalent wind power project output of 228MW, or 152 units of 1.5MW WTGs, compared to 555MW, or 370 units of 1.5MW WTGs, for the corresponding period in 2011. The decrease in revenue in the third quarter was primarily due to the overall weakened market demand for WTGs in China.
As of September 30, 2012, the Company installed 33 units of WTGs which were commissioned through its EPC program but the funding to the project developer was subject to final approval by local banks. As a result, in keeping with its revenue recognition policy, the Company did not recognize revenue of approximately RMB160.0 million (US$25.5 million) for these 33 units of WTGs during this quarter.
Gross Profit and Gross Margin
Gross profit in the third quarter of 2012 was RMB137.2 million (US$21.8 million), representing a decrease of 55.1% from RMB305.6 million for the corresponding period in 2011. Gross margin in the third quarter of 2012 was 17.4%, compared to 16.0% for the corresponding period in 2011. The decline in gross profit was a result of weakened demand overall. The gross margin, however, improved 1.4% year-over-year, primarily due to the favorable mix of higher margin sales contracts for WTGs recognized during the third quarter of 2012.
Witzigerweise machte der deutsche Konkurrent Nordex in Q3 einen Gewinn und konnte den Umsatz leicht steigern
die anderen zwei Chinesen, die noch größer als Ming Yang sind:
http://www.shareribs.com/green-energy/..._fuerchten_2013_id99438.html
Sinovel und Goldwind fürchten 2013
das Tal der Tränen sollte nun durchschritten sein, ab jetzt kanns eigentlich nur noch aufwärts gehen. Ich kaufe keine Fa. die gut läuft u. der Aktienkurs am Zenit steht....da kann es nur noch in die Hose gehen. bei Ming Yang ist noch viel Musik drinn.....mehrere Hundert Prozent, wenns wieder anspringt. Darum strong buy:-)
ich sehe es so,
alle Windfirmen sind auf historisch Tiefstkursen, deshalb haben eventuell alle Potential nach oben da die gesamte Branche aufwärtsstrebt. Allerdings setze ich nur auf die Technologieführer aus Europa, z.B. Gamesa, Vestas oder vor allem auch Nordex.
Ming Yang hat den Umsatz fast halbiert, während z.B. die Konkkurrenten wie Nordex den Umsat steigern konnten und wieder seit Q3 in der Gewinnzone sind.
Außerdem finde ich die Bilanzrichtlinien für Chinesen sehr mickrig da hat man dann schonmal einen Geschäftsbericht auf 2 Seiten hingeklatscht.
The R-ADA group company would invest Rs100 in its joint venture with Chinese Ming Yang to co-develop a large portfolio of clean energy projects in India
Reliance-Anil Dhirubhai Ambani group (R-ADAG) said its unit Reliance Capital will invest Rs100 crore in its wind energy joint venture with China’s Ming Yang Wind Power Group.
“Our agreement with Ming Yang Power from China is in place. We believe that it will be closed shortly and investment of over Rs100 crore will come through the joint venture,” Anil Ambani, chairman, R-ADAG, said while replying to shareholders’ queries at Reliance Capital’s annual general meeting in Mumbai.
Last year, Ming Yang entered into an agreement with Reliance Capital to set up joint venture by subscribing to a significant stake in the share capital of Global Wind Power Ltd (GWPL), a leading wind power solutions provider in India.
Giving an update on this partnership, Anil Ambani, said the agreement would be closed soon and an investment of Rs100 crore would be made.
Ming Yang announced this agreement with Reliance Capital and other entities of the Ambani-led Reliance Group on 2 July 2012, but no financial details were provided at that time.
Ming Yang had also signed a memorandum of understanding (MoU) with Reliance Power to co-develop a large portfolio of clean energy projects in India.
The Chinese company produces advanced wind turbines with high-energy output and provides customers with comprehensive post-sales services. It was one of the top ten wind turbine manufacturers worldwide and the largest non-State owned wind turbine manufacturer in China in 2011.
http://www.moneylife.in/article/...-crore-in-wind-power-jv/34240.html
