Hanergy Solar WKN: A0RDSG Der Gewinner
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Bei Werten wie Hanergy gehen in D offensichtlich die Meinungen weit auseinander. Der Handel hier wirkt recht nervös. Während in Hongkong sehr ordentliche Umsätze laufen und bei derlei Anstieg und Bewertung der Kurs allzu stabil scheint.
Bleibt in jedem Fall sehr spannend.
http://www.evwind.es/2015/03/20/...-1-bln-usd-solar-power-plant/51119
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Canadian hedge fund faces $3 billion loss
According to recent media reports published in China, Toronto-based hedge fund BHP International Markets Ltd. is sitting on losses of as much as $3 billion after taking a short position on $1.2 billion worth of Hanergy Thin Film Power (00566.HK) shares, which have risen of late.
The hedge fund is headed by Scott C. Dorey, a former senior investment banker at Lehman Brothers in New York, and took out short positions from Nov 2012 to Jan 2013 at a price of HK$0.2 to HK$0.5, according to China Securities Journal. Since then, Hanergy's stock price has soared to a record high of HK$ 9.07 on March 5 before settling down to a close of HK$6.61 on March 18. With the clock ticking to close their position by the end of the year and with a relatively small free-float of available shares, BHP could be forced to pay a premium of HK$12 to HK$20 per share, resulting in losses of up to $3 billion.
Hanergy is now the biggest clean energy enterprise in the world, with a market value cap more than 5-times that of leading U.S. solar firm, First Solar. It is engaged in the production and development of thin-film solar panels. Its surprising stock rise has come amidst a rising tide of public concern in China about environmental issues and interest in clean tech stocks. Since the beginning of the year, its share price has rocketed 135 percent, driven in part by its status as the most-traded stock in the Hong Kong-Shanghai Stock Connect program. Through the connect, Hanergy has gained net inflows of $400 million over the past two months, the most of any participating stock and 6.6 percent of total turnover of the period.
Chinese media reports have highlighted desperate measures taken some short sellers have taken to tamp down Hanergy's share price. Hong Kong Next Magazine recently reported that a group of hedge-fund managers from the U.S. had flown to Hong Kong to meet with media outlets in an attempt to drum up negative news reports about Hanergy. China Securities Journal reported that some mainland investors had their Hanergy-backed share-pledge loans reduced to a rate of zero by a British bank with offices in Hong Kong. The practice was unprecedented, according to reports, and could have been orchestrated by short sellers looking for gains from a massive stock sell off.
Despite the short positions held by BHP and other firms, Hanergy's strong market position remains intact, according to the media reports. As the company develops its downstream businesses and explores the consumer market, the upside growth potential is great; which is bad news for short sellers.
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http://www.forbes.com/sites/russellflannery/2015/...s-across-country/
http://www.finanznachrichten.de/...ergy-thin-film-power-group-ltd.htm
Business 3/22/2015 @ 7:53PM 14 views
China Thin-Film Solar Leader Hanergy Opens 60 Stores, Centers Across Country
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Hanergy Thin Film Power Group, the thin-film solar power equipment and product company led by Chinese billionaire Li Hejun, opened 60 retail stores and “user-experience centers” around the country on Saturday in a bid to boost its brand and sales among retail customers, Hanergy said on Sunday.
Hanergy also on Saturday launched an online sales site, hanergyshop.com, and another site on Alibaba, according to a statement.
The stores partly highlight rooftop solar panels that Hanergy hopes will become a main source of future revenue. Hanergy said it plans to increase the number of user experience centers to 300 throughout China this year and to 1,500 worldwide by 2017.
Hanergy, whose founder Li made some of his early money in the hydropower business, has since 2013 has acquired thin-film related intellectual property from overseas businesses Solibro, MiaSolé, Global Solar Energy and Alta Devices, turning itself into China’s top company in that niche. Li’s push into solar energy comes amid a big government effort to increase solar’s use to combat the country’s appalling air pollution.
A five-times rise in the Hanergy’s Hong Kong-traded’s shares in the past year have drawn skepticism from some analysts about its valuation. Hanergy’s market cap stood at $36 billion after Friday’s close, compared with just $6 billion for First Solar, the big U.S. thin-film solar panel maker. Most of the Hong Kong-listed company’s business has in the past been done with its unlisted parent company, though that share is declining.
Li ranks No.1 among mainland Chinese on the Forbes real-time billionaires list with an estimated fortune of $30 billion.
-Follow me on Twitter @rflannerychina
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The stores partly highlight rooftop solar panels that Hanergy hopes will become a main source of future revenue. Hanergy said it plans to increase the number of
user experience centers to 300 throughout China this year and to 1,500 worldwide by 2017.
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http://www.hanergyshop.com/hanergy/product/content/201502/369.html
http://www.inforadio.de/programm/schema/sendungen/...1503/217346.html
vieleicht der Grund warum es so freudig ist, hat er mit Hanergy einen vertriebspartner gefunden ?
Geht ja nun langsam Bergab .
Verkaufen ? Abwarten und Nachkaufen ?
Ich kann mich nicht entscheiden ...;-)
Selbstverständlich bleibe ich auf der Hut, beobachte genau, doch bis jetzt gibt es für mich keinerlei Anzeichen, jetzt raus zu gehen. KEINE EMPFEHLUNG! Nur MEINE Meinung! Muss noch erwähnen, dass ich regelmässig meine Gewinnmitnahmen gemacht habe, total ca. 400% und stehe Wertmässig dort, wo ich damals eingestiegen bin, da bin ich selbstverständlich in einer eher "komfortablen" Lage.
Mache das eher Just for Fun um eben nicht nur das 1 % Zinsen von der Bank zu bekommen .
Ich bin mir bewusst das der Handel ein Risiko ist und ich für mich selbst verantwortlich bin .
Die News über Hanergy schwanken doch immer wieder so wie aktuell auch.
Zweifel an Unternehmenspolitik Abläufen etc ......da kann man schon mal nervös werden .....
Ich bin im Durschschnitt bei 0.12 rein mit 8500 Stk.
Stehe also noch gut im Plus .....und will das auch bleiben ....;-)
Also nochmals Danke fürs aufmuntern und locker bleiben .....
Wenn ich es mit den grossen Solarplayern in China vergleiche ist das schon Gewaltig ......
@Alias Gabriel ...Dir auch Danke für die netten Worte :-)
Sitzen ja hier zumindest alle im gleichen Boot ...
For the past two years, 3.50pm in Hong Kong has been a golden moment in the soaring fortunes of Hanergy Thin Film Power Group, the $35.5bn solar company that has transformed its owner into China’s richest man.
A Financial Times analysis of two years of trading data of Hanergy Thin Film stock — more than 800,000 individual trades on the Hong Kong Stock Exchange — shows that shares consistently surged late in the day, about 10 minutes before the exchange’s close, from the start of 2013 until February this year.
The late-day outperformance of HTF, which has emerged as the world’s biggest solar company by value, is a stark reminder that in stocks trading, timing is everything.
It means that an investor who held HTF shares from the start of trading at 9am to 3.30pm would have lost money — despite the company’s share price rising by 1,168 per cent between January 2013 and February 9 2015. ...
HTF is the listed arm of Hanergy Group, a private Chinese company that has taken a big bet on thin film solar. In less than two years, HTF has surged making it worth more than Twitter or Tesla, the electric carmaker, and its founder Li Hejun, who owns 73 per cent of its shares, China’s richest billionaire.
The FT examined 140m individual trades from top listed companies in Hong Kong to explore the soaring share price of what until last year was a little known small-cap solar company.
Nothing within the data explains why the HTF surge happens. But analysts, who examined the FT findings, as well as the raw data, laid out three possible scenarios: market manipulation by an unknown trader, an algorithmic trading program is at play, or it occurs randomly.
Rajesh Aggarwal, professor of finance at Northeastern University in Boston and an expert on stock market manipulation cases, also reviewed the FT findings and raised the spectre of manipulation: “This is consistent with the stock price having been systematically manipulated over the past couple of years. This pattern of large price increases during the last 10 minutes of trade is extremely unlikely to have occurred randomly.”
Hanergy has publicly addressed the steep rise in its share price over the past few months. The rise has confused analysts following the company and the solar sector itself. HTF previously attributed some of its gains to interest from mainland Chinese buyers — who are able to invest through a new Hong Kong-Shanghai Stock Connect programme. HTF is one of the most high-profile companies to benefit from Stock Connect.
The soaring valuation means HTF is now worth more than all Chinese solar companies combined, ..
In a statement to the Hong Kong bourse this month, Hanergy Group said it was not responsible for the swift rise in the share price.
“Our group, as the shareholder of Hanergy Thin Film, has not committed any so-called ‘propping up’ or taken any action to push up its share price,” the company said.
The Hong Kong Securities and Futures Commission, which regulates the stock market, declined to comment on the findings of the FT investigation.
HTF’s rapid rise to become one of the largest companies on the Hong Kong stock exchange has, in the words of one analyst, made it “too big to ignore”.....
Heavy trading at the end of the day is not unusual, but academic experts on stock market trading who examined the FT’s analysis say the pattern of large gains during the last 10 minutes of trading — with such regularity — is unusual. As Hanergy founder Mr Li holds 73 per cent of the HTF’s shares, this means that the amount available to trade freely on the market, the so-called free float, is highly constricted.
Eric Budish, associate professor of economics at the University of Chicago Booth School and an expert on financial markets, says it was highly unlikely that the late day price gains had occurred by random chance. He examined the raw data from the FT.
Carole Comerton-Forde, professor of finance at the University of Melbourne,....“If there is a company where there is a limited free float this will mean it is thinly traded, and there is plenty of empirical evidence that suggests these stocks are more susceptible to manipulation.”
Mr Aggarwal also highlights the vulnerability of companies with a small free float to be manipulated by placing large but unfilled buy orders at the end of each trading day to artificially inflate the price of a particular stock.
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by Bloomberg News
2:04 AM PDT
March 30, 2015
http://www.bloomberg.com/news/articles/2015-03-30/...-asset-disposals
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(Bloomberg) -- Hanergy Thin Film Power Group Ltd., the Chinese solar-panel maker whose market value has swollen to $36 billion, said full-year profit surged 64 percent following the sale of five power projects in China.
Net income totaled HK$3.31 billion ($427 million), up from HK$2.02 billion a year earlier, according to a Hong Kong stock exchange filing. The company restated its 2013 profit after acquisitions of Hanergy Solar U.K. Ltd. and Global Solar Energy Inc. from the earlier HK$2.07 billion. Sales rose almost threefold to HK$9.6 billion.
Hanergy sold the photovoltaic power plants in China in 2014 for 1.42 billion yuan ($229 million), a net gain of about 778 million yuan, according to the statement. The full-year profit caps a tumultuous year for Hanergy, which has become the world’s biggest solar company by value and made its chairman, Li Hejun, a billionaire.
Li owns more than half of the shares in Hanergy Thin Film and controls the company through a closely held Beijing-based parent called Hanergy Holding Group Ltd. Shares of the listed company have more than quadrupled in the past six months, making Li among China’s richest men and raising questions about whether the stock is overvalued.
Valuation questions -- and the pattern of trades in the company’s stock -- have prompted Hanergy to issue at least two statements rebutting suggestions that either the company or its chairman manipulated its share price.
About 61 percent of the company’s revenue comes from sales it makes to the parent company Hanergy Group and its affiliates, according to the statement today.
Receivables Surge
The statement also showed that Hanergy Thin Film’s receivables surged 86 percent last year to HK$4.3 billion, with the parent company responsible for about half of the outstanding sum. A footnote in the document said the parent company settled its account as of today.
Instead, Hanergy said the surge in Hanergy Thin Film’s value may be a result of the Chinese government’s focus on the environment and renewable energy.
Hanergy has a market value of HK$279.9 billion, higher than all other listed Chinese solar companies combined and six times the value of Tempe, Arizona-based First Solar Inc., the biggest producer of thin-film solar panels.
A year ago, the Kowloon headquarters of Hanergy Thin Film housed a little-noticed subsidiary of Li’s Hanergy Holding, which initially was a hydroelectric-dam operator with more than 6 gigawatts of projects.
Four Acquisitions
The company has been investing in thin-film technology since 2009. It’s bought four overseas companies since 2012 -- the U.S. producers Global Solar Energy Inc., Miasole Inc. and Alta Devices and the Solibro unit of Germany’s Q-Cells.
Last month, the company said it would partner with vehicle designers to develop cars to be powered entirely by sunlight. Hanergy’s latest semi-annual earnings report identifies the automotive sector as an “important strategic direction” for the group.
But the company’s rapid growth, and Li’s promises of an energy revolution, have brought scrutiny to the company.
The Financial Times newspaper started raising questions about Hanergy on Jan. 28, when it published a story dissecting accounting practices including the company’s disclosure that most of its solar-panel sales come from its parent company. The shares have almost doubled since then.
Wildly Inflated
On Feb. 27, analysts Charles Yonts and Johnny Lau at CLSA Asia-Pacific Markets in Hong Kong issued a report saying Hanergy’s shares were wildly inflated. Jenny Chase, lead solar industry analyst at Bloomberg New Energy Finance, published a note on March 6 saying Hanergy is working with “unproven” technology and that it hasn’t detailed solar-project installations that would help justify its valuation.
Three analysts, Penny Chen of BNP Paribas Equity Research, Kenny Tang of AMTD Asset Management Ltd. and Andrew Zamfotis of Eva Dimensions LLC, couldn’t be reached for comment today.
Then on March 25, the FT wrote another story showing that Hanergy’s shares listed in Hong Kong tend to rise in the final 30 minutes of the trading day. The newspaper said the pattern is unlikely to occur randomly or because of electronic algorithms.
Following the report, Hanergy issued a statement dismissing the story as “innuendo.” All of Li’s share trading activities have been properly recorded and disclosed and he hasn’t engaged in any alleged market misconduct, Hanergy said.
The company has also sought to rebut earlier criticisms. Hanergy published a statement on Feb. 2 reassuring investors about the health of its finances and on March 4 said it expected full-year earnings to rise more than 55 percent.
To contact Bloomberg News staff for this story: Feifei Shen in Beijing at fshen11@bloomberg.net; Aibing Guo in Hong Kong at aguo10@bloomberg.net
To contact the editors responsible for this story: Reed Landberg at landberg@bloomberg.net Abhay Singh, Randall Hackley
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Hanergy Holdings Group Co Ltd, China's biggest thin-film maker, is opening a slew of retail stores in the domestic market to cash in on its three-year cooperation with Sweden-based retail giant Ikea Group in Europe.
Toby Ferenczi, chief executive officer of Hanergy Solar UK, told China Daily that the channel partnership between Hanergy and Ikea is the first of its kind, which has achieved success in Europe, and can be copied in the domestic market.
"Up to 70 percent of the population in Europe visit Ikea every year, which made our booth in Ikea an educational center, in addition to sales and services function," said Ferenczi.
After three years of retail experience in Europe, the Chinese company recently launched retail stores selling thin-film solar panel-installed products as well as services in Chengdu and Guangzhou.
Hanergy said it plans to open 60 stores and user-experience centers in the domestic market, covering 21 provinces and cities including Shanghai, Beijing, Shenyang, and a flagship outlet in Chengdu this year.
Ferenczi said that in Europe, Hanergy has teamed up with Ikea stores in the United Kingdom, the Netherlands, Poland, Germany and Switzerland, providing one-stop solutions to families seeking thin-film solar products for more homes.
"There are several advantages in partnering with Ikea. In addition to the big number of visitors, it is also an opportunity to help their customers get to know about our products," he said.
In Europe, though people know that solar products are environmentally friendly, many think they are expensive. Through regular interactions at the Ikea stores, Hanergy has helped dispel these doubts and raised awareness on the cost-effectiveness of its products, said Ferenczi.
According to him, families can halve their electricity bills after installing solar systems. "As cost-awareness increases, so will the markets and customers," he said.
In China, Ikea has installed grid-connected on-site solar power generation projects which provide power to its stores. But customers will not see any thin-film solar products within the stores.
The biggest problem for promoting thin-film solar products in China is that most Chinese people live in apartments in big cities, while the solar systems usually need to be installed on roofs of houses or villas to realize efficiency.
"I would like to try small high-tech products such as tents or backpacks that are equipped with solar panels to charge my phone or for lighting, but I'm not ready for the roof installation even if I own a house because it's still in the early stages of development," said Lin Bo, 30, a customer who expressed interest in Hanergy's products at a retail store.
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