Trina Solar - Die strahlende Perle
Lg, Francis
Ich mach das! Ja, ich hab heut nochmal nachgekauft!
Klingt irgendwie wie aus der Werbung ;-) Ist aber keine Kaufempfehlung, jeder muss selbst entscheiden!!!
interessante info !
hier eine andere bewertung, wobei ich ebenfalls vorsichtig waere vor den anstehenden quartalszahlen..
http://www.streetinsider.com/Analyst+Comments/...8YGE%29/8816646.html
duerfte es ein bisschen weniger sein als im artikel angegeben
"the company requires 15-18% gross margin, cell cost in the mid 50 cents will achieve that "
http://seekingalpha.com/article/...omeback?source=email_rt_mc_focus_0
mal die letzte Q2 discussion rauszuholen:
Trina on profit margin : ASP our average is $0.64 .... If we have middle 50s in cost, you have about 20% gross margins right there. So that is profitability, we had in August and you calculate it, all right.
http://seekingalpha.com/article/...rnings-call-transcript?part=single
Nachfrage rauf, Angebot runter
In China hat sich die Nachfrage nach Solarmodulen zuletzt deutlich erhöht. Statt ursprünglich erwarteter fünf bis sechs Gigawatt werden dort im laufenden Jahr zwischen acht und neun Gigawatt an zusätzlicher Leistung installiert. 2014 dürften es je nach Schätzung zwischen 12 und 15 Gigawatt werden.
Gleichzeitig geht das Angebot zurück, weil viele Solarfirmen aus der zweiten und dritten Reihe nicht mehr von der chinesischen Regierung mit Krediten unterstützt werden und ihre Produktion herunterfahren oder ganz schließen müssen.
Solar Companies' Gross Margins, 2010-2013
http://static.cdn-seekingalpha.com/uploads/2013/...899534122_rId7.png
War doch eine gute Idee, nochmal nachzulegen.
Investors poured $205 billion into clean-energy projects in the past year, soaking up some of the global oversupply of panels. The recovery will continue in 2014 with prices remaining stable, Chase said. Manufacturers are “a lot less depressed.”
Analysts have become more optimistic about solar shares in recent months. The average rating for SunPower, the biggest U.S. supplier of polysilicon-based solar panels, is 3.5, up from 2.4 in December and the highest in more than two years, according to data compiled by Bloomberg. A 5 rating indicates investors should purchase the shares, and 1 means they should sell.....http://www.bloomberg.com/news/2013-10-31/...ry-as-demand-surges.html?
"We've had a big move off the bottom. The past two years were terrible," he said. "A bubble was in 2007 when we were really focused on Europe. That was really the only market, Germany and Italy and Spain. Now, we have a global market, and it's a different business."...Still, the solar space was not in bubble territory, Kallo said. "We're in the third inning, maybe."....Tim Seymour of EmergingMoney.com said that he owned SunPower and Trina Solar stock.
Seymour also said that "some of these Chinese solar stocks have done this round-trip two times. So, Trina Solar was a $50 stock two different times in between trading down to $5."Seymour said that Chinese solar companies were now getting a handle on their previous oversupply issue.
"Profits are there, and valuations are not stretched," he said.
http://www.cnbc.com/id/101164331?Fid=TSL&Filter=TSL
TSL bei Google mit Reportdatum rechts Events
http://www.google.com/finance?q=TSL&ei