nach Resplit 5:1 bergauf?

bin derzeit nicht investiert und dennoch denke ich das wir nicht unter 9$ bzw. höchstens 8$ fallen. Auch wenn die Luft momentan etwas raus ist werden die Shorties es nicht einfach haben wenn die Aussichten in der zweiten Jahreshälfte sich wieder aufhellen.
Werde nach dem Sommerloch mich dann nach und nach wieder einkaufen...

VG und schönes We
Taktueriker  

30.06 Generalversammlung und Schätzungsweise 13 August Halbjahreszahlen. Solange wird es ruhig bleiben. Gegenüber Jinko und Co kann man hier zufrieden sein. Kein Kurssturz um 50%, man schaukelt hier zwischen 9 und 12$ hin und her.
Auf längere Sicht müssten hier 40$ und mehr drin sein siehe 2011  

JA Solar Holdings Co ADR Stock Downgraded (JASO)
http://www.thestreet.com/story/12741215/1/...c=yahoo&cm_ven=YAHOO  

ein guter Tag nach der Meldung von Yingli
8.62% im plus 11,15$  

http://www.boersennews.de/nachrichten/artikel/...z-von-20-4/328650059  

eigentlich eine Top News und die Aktie kackt ab.

Das soll noch einer verstehen und finde das echt traurig...

VG
Taktueriker  

naja, einen Tag macht noch keinen Sommer, aber eben auch keinen Winter. War heut nicht so der Tag um die Solaraktien weiter heiß laufen zu lassen, aber wart mal ab, bis die 12$ geknackt ist wird nicht mehr lange dauern, und dann stehst du schneller bei 40$ als du gucken kannst. Hab von Arbeit her heut n Kollegen gefragt, der sich mit Modulen auskennt und er sagt die Zellen die JA Solar produziert seien echt Top. Von daher Ja Solar bei mir nun auch auf der Watchlist. Am liebsten würde ich heute schon kaufen, da charttechnisch auch gerade äußerst interessant (horizontale Widerstandslinie bei 10,75$)  

Hab mich jetzt mal durch die Beiträge und den Chart durchgearbeitet. Werde demnächst hier zu kaufen, vllt schon morgen oder übermorgen. Hier schienen mir doch recht viele bei 11-12 $ auf der Bremse zu stehen, obwohl fundamental garnicht gerechtfertigt. Wer den Jinko-Thread folgt hat auch den Artikel gelesen, den ich vor ein paar Tagen dort bzgl Moduleffizient gepostet habe. Dies, plus die News von heute plus die guten Aussichten auf 2. Hj bestärken mich in dem Glauben dass wir hier zumindest bald mal die 15$ sehen, und zwar ziemlich schnell sobald die Bremse einmal gelöst ist. @ Takt: vllt können wir uns ja gegenseitig ab und zu daran erinnern nicht so oft rein und raus zu gehen, ich glaube du/wir sind schon bei den richtigen Aktien dabei nur manchmal etwas übereilt beim Kauf und Verkauf (hab ich hier und in andern Foren beobachtet bei Dir). Ein längerer Atem würde uns gut tun. GutN8
PS: Spitzen Forum hier, kurz und knackig, ab und zu sogar ein paar Beitröge von Ulm und nicht soviel Aufregung wie im JKS-Forum (auch wenn ich da ab und zu auch meinen Teil dazu beitrage - Asche auf mein Haupt)  

http://seekingalpha.com/article/...ddle-company-deserve-a-second-look

vom 8.Juni ich weiss nicht,ob ihr das schon habt

....The biggest near term risk for the Company is the devaluation of Chinese cells and modules due to the US tariffs. While the Company itself does not have much direct exposure to the US market, it may become a victim of oversupply of Chinese product.

JA Solar also suffers in terms of PR and does not get much attention as it plays a second fiddle everywhere - whether it be cost, performance, capacity, projects, international presence, brand, or any other metric. We are optimistic that the Company can potentially breakthrough in one of these areas but the path forward is not easy.

The low valuation of JA Solar reduces the company's downward risk but in the short term the Company may not have much upside unless it can execute meaningfully on at least one of the strategic vectors.

interessant der Kommentar von sleepyhead:
I don't see how JKS does 3x EPS vs. JASO in 2014. I have run the numbers several times and I can easily see JASO doing $2+ EPS this year. There is no way JKS does $7 EPS.


JASO in Q1 had $0.32 EPS on 388MW of modules and 250MW of cells. Q2 will have 10% more shipments and probably a higher module mix too, so another 0.20 - 0.40 is realistic. They already said that Q3 and Q4 gross margin will be significantly higher, and that is on top of significantly higher module mix (quite possibly close to 100% vs. ~60% in Q1). Q3 and Q4 will have about 700-800MW of modules @0.65 ASP and 20% GM (as non-silicon costs go down 0.03 or more from Q1) = $100m gross profit. OPEX + Interest Exp = $50m, which means $50m operating profit. After tax you are looking at $40m of profits or $0.66 EPS fully diluted per quarter.


Then you might see 100MW - 200MW of project sales in 2014. 100MW would equate to an additional $150-$170m in revenue and another $20m - $30m of operating profit or $0.30 EPS after tax.


Overall, JASO should do about $2 EPS +/- $0.50 this year......

JKS has a great strategy to keep projects on BS, but the constant dilution is worrisome and it is a very capital intensive strategy. JKS raised over $300m since last summer, and the balance sheet is still not looking great. I think that TSL is actually in better shape to go with the yieldco strategy, and it might be a sleeper pick in the yieldco arena.


In any case, I think that you can't go wrong with either JKS or JASO. But IMO JASO has significantly better downside protection than JKS. And if JASO decides to get aggressive in downstream, then I can easily see JASO outperforming JKS over the next 2-3 years.  

http://seekingalpha.com/article/...le_readmore&app=1&uprof=15  

A premier Chinese solar product manufacturer JA Solar Holdings Co., Ltd. ( JASO ) has decided to step up the production rate of its highly efficient PERCIUM solar cell. JA Solar's PERCIUM solar cell is the first among the P-TYPE solar cells to have reached an average conversion efficiency of 20.4%.    .......
Read more: http://www.nasdaq.com/article/...-analyst-blog-cm364214#ixzz35ZvBLoLt
 

sieht ganz danach aus, oder?  

müssten halten sonst ist kein Auswärtstrend erkennbar und wir gehen seitlich weiter.
Nur meine persönliche Meinung.  

http://www.fool.com/investing/general/2014/06/26/...ciency-gains.aspx

.....efficiency will be extremely important long-term.

That's why JA Solar's (NASDAQ: JASO  ) announcement that it is starting mass production of PERCIUM solar cells with efficiency of up to 20.4% is so important. JA Solar's best cells are currently up to 19.5% efficiency, making panels that rate at 17.15% efficient. The new cells will bring that figure up to over 18% for the module, a key differentiator for the company.

Efficiency is becoming a differentiator
JA solar isn't the only one investing in efficiency to stay ahead of the competition......  

http://finance.yahoo.com/news/...r-poised-gain-buoyant-144018190.html  

auch Renesola ist in Verruf geraten.Offenbar wurde durch Naked Shorting der Kurs beeinflusst

http://seekingalpha.com/article/...tes-manipulation-of-ja-solar-stock
Summary

   ReneSola nearly qualified for the SEC's watch list for abusive short selling.
   Frequent small transactions also point towards price manipulation.
   Longs need not be afraid, but naked options trading isn't recommended.

This article investigates the evidence for market manipulation of ReneSola (SOL) and JA Solar (JASO) securities. Both are thinly-traded, small cap, Chinese solar companies that have been on the SEC's "watch list" for abusive naked short selling. Like most Chinese solar companies, these two stocks have tenuous balance sheets. But is it healthy short interest, or is it the abusive, manipulative variety?...


Andy Zelenak
Growth, solar, energy, long-term horizon
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Evidence Indicates Manipulation Of JA Solar Stock
Jul. 1, 2014 8:39 AM ET  |  5 comments |  About: JA Solar Holdings, Co., Ltd. (JASO), Includes: SOL, SPWR

Disclosure: The author is long SOL, SPWR. (More...)
Summary

   ReneSola nearly qualified for the SEC's watch list for abusive short selling.
   Frequent small transactions also point towards price manipulation.
   Longs need not be afraid, but naked options trading isn't recommended.

This article investigates the evidence for market manipulation of ReneSola (SOL) and JA Solar (JASO) securities. Both are thinly-traded, small cap, Chinese solar companies that have been on the SEC's "watch list" for abusive naked short selling. Like most Chinese solar companies, these two stocks have tenuous balance sheets. But is it healthy short interest, or is it the abusive, manipulative variety?

Many have said that the practice of naked shorting was one of the contributing factors to the financial meltdown of 2007, and the Securities and Exchange Commission (SEC) began to crack down on naked shorting since then. As opposed to the normal variety, a naked short sells shares before ensuring that he has shares available to borrow. Thus, "phantom shares" are created. In the best case scenario, the short is able to buy shares and deliver on time - eliminating the phantom shares. However, sometimes naked shorts aren't able to cover, and a "Failure to Deliver" results.

From a market manipulator's perspective, the power of naked shorting lies in those phantom shares. The phantom shares can increase the supply of a stock and drive down prices - which might be very important if, say, a hedge fund owned put options that were about to expire.

I realize this might sound like crackpot speculation to some of my readers. If the SEC regulates the markets, how can market manipulation be prevalent? Unfortunately, it's not so rare. Jim Cramer openly discusses manipulation by hedge funds in this video (a very interesting watch!). Quote:

   "… I would encourage anyone that's in the hedge fund industry to do it, because it's legal, a quick way to make money, and very satisfying."

   "By the way, no one else in the world would ever admit that, but I don't care."

Cramer discusses market manipulation - (click to enlarge)

How Does the SEC Track Abusive Short Selling?

Brokers and dealers are now required to check that short sale orders are backed with borrowed securities, and it has been made "crystal clear that the SEC has no tolerance for abusive naked short selling." However, there are some indications that the practice continues. The SEC has estimated that 1% of all market transactions still result in failures to deliver. To keep tabs on which companies are likely being abused by naked short sellers, the National Securities Clearing Corporation maintains a list of "threshold securities."

In mid-May, ReneSola very nearly qualified as a threshold security. For the qualification, two criteria need to be satisfied:

   Sellers failed to deliver at least 10,000 shares over five trading days, and
   The level of fails is a minimum 0.5% of the shares outstanding.

With 635k fails from May 19-23, ReneSola just missed the 0.5% threshold. Currently there are only 41 securities on the list, so qualification would have been a dubious distinction. JA Solar was off and on the list many times ....
http://seekingalpha.com/article/...tes-manipulation-of-ja-solar-stock
 

auch Renesola ist in Verruf geraten.Offenbar wurde durch Naked Shorting der Kurs beeinflusst

http://seekingalpha.com/article/...tes-manipulation-of-ja-solar-stock
Summary

   ReneSola nearly qualified for the SEC's watch list for abusive short selling.
   Frequent small transactions also point towards price manipulation.
   Longs need not be afraid, but naked options trading isn't recommended.

This article investigates the evidence for market manipulation of ReneSola (SOL) and JA Solar (JASO) securities. Both are thinly-traded, small cap, Chinese solar companies that have been on the SEC's "watch list" for abusive naked short selling. Like most Chinese solar companies, these two stocks have tenuous balance sheets. But is it healthy short interest, or is it the abusive, manipulative variety?...


Brokers and dealers are now required to check that short sale orders are backed with borrowed securities, and it has been made "crystal clear that the SEC has no tolerance for abusive naked short selling." However, there are some indications that the practice continues. The SEC has estimated that 1% of all market transactions still result in failures to deliver. To keep tabs on which companies are likely being abused by naked short sellers, the National Securities Clearing Corporation maintains a list of "threshold securities."

In mid-May, ReneSola very nearly qualified as a threshold security. For the qualification, two criteria need to be satisfied:

   Sellers failed to deliver at least 10,000 shares over five trading days, and
   The level of fails is a minimum 0.5% of the shares outstanding.

With 635k fails from May 19-23, ReneSola just missed the 0.5% threshold. Currently there are only 41 securities on the list, so qualification would have been a dubious distinction. JA Solar was off and on the list many times ....
http://seekingalpha.com/article/...tes-manipulation-of-ja-solar-stock
 

http://www.nasdaq.com/article/...-of-renewable-energy-part-i-cm366712  

Kicky, den Artikel wollte ich auch grad reinstellen :-). Lesenswert sind vor allem die Kommentare:
"I am long JASO, because it is significantly undervalued and is on the verge of becoming very profitable as it moves to a 1:1 module to cell ratio. It will also start selling projects any day now, which will increase EPS further. Their new module and cell capex will bring module costs down below $0.40/W from $0.43/W in Q1 (which was still very profitable at $0.32 EPS, even though it is slowest quarter of the season)."

"I'll be looking at JASO in more detail. If its balance sheet is as strong as these commenters have said, and if it is being manipulated, that could be a great bargain. "

"JASO has a very healthy balance sheet and the best among peers"

"JA Solar has the Best Balance Sheet among the Chinese Solars. Nothing wrong with this Company and I expect it to continue to go higher. Second half is going to be very good for JASO and Q2 will have higher shipments than guided. Module shipments will be higher as a percentage of the sales revenue. "  

bin auch wieder mit dabei. Kann mir nicht vorstellen das es noch signifikant runtergeht trotz Zöllen etc. Ja Solar ist meiner Meinung gut aufgestellt um von der steigenden Nachfrage partizipieren zu können...

VG
Taktueriker  

so kann man sich irren. Solaris echt nur noch für einen Zock gut.
Tja, dann halt wieder aussitzen...

VG
Taktueriker  

daran ,dass die Solaris so volatil sind. Glaube aber dass ein nachkaufen eine überlegung Wert ist.  

 

prallt schön nach oben ab, endlich....