在美上市的8个中国太阳能股

SR88 · Jul 2nd, 2007, 18:22

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

coolalan · Jul 3rd, 2007, 11:42

csun暴跌

SR88 · Jul 4th, 2007, 11:49

引用:

作者: coolalan

csun暴跌

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.

up2you · Jul 4th, 2007, 14:20

引用:

作者: SR88

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�...

That's why I like YGE more just because they make wafers by themselves. STP buys wafer from them also, if my memory is good enough.

PennyMaker · Jul 4th, 2007, 14:46

这也是我为什么看好TIM.TO目前加股还没有几个有这种题材的。

up2you · Jul 6th, 2007, 15:35

YGE, YGE, YGE

SR88 · Jul 9th, 2007, 11:04

STP, LDK, JASO, LDK, YGE all making or nearly making new highs, FSLR is crazy...

Stock masters on this forum, do you think it is time to unload holdings now or wait for a few days more for swing trading?

pinkfloyd · Jul 9th, 2007, 11:19

引用:

作者: SR88

STP, LDK, JASO, LDK, YGE all making or nearly making new highs, FSLR is crazy...

Stock masters on this forum, do you think it is time to unload hol...

fslr is super for both dt and swing.. i had done multiple times and never missed it..

SR88 · Jul 9th, 2007, 15:51

太阳能股今天涨疯了, 出了YGE, JASO, 还留着STP, LDK, CSUN...

up2you · Jul 9th, 2007, 16:09

引用:

作者: SR88

太阳能股今天涨疯了, 出了YGE, JASO, 还留着STP, LDK, CSUN...

I'm still holding YGE, expecting minimum $30 by end of year

coolalan · Jul 9th, 2007, 16:16

引用:

作者: SR88

太阳能股今天涨疯了, 出了YGE, JASO, 还留着STP, LDK, CSUN...

都是油价涨的。yge确实不错。

SR88 · Jul 11th, 2007, 00:13

YGE是不是该歇会了? 一个月涨了70%多, 等着回调再接...

YMYD · Jul 12th, 2007, 12:57

引用:

作者: up2you

I'm still holding YGE, expecting minimum $30 by end of year

sold half. leave the other half fly.

SR88 · Jul 12th, 2007, 19:34

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.

zookeeper · Jul 13th, 2007, 21:48

油价处于高位，太阳能股后市见好

zookeeper · Jul 16th, 2007, 22:23

7/16/2007 油价74.11
太阳能

CSUN 13.00 +1.80%
YGE 17.63 -3.98%

TSL 64.21 -9.38%
STP 42.96 -0.46%
JASO 40.11 -5.76%
SOLF 13.57 +0.67%
FSLR 112.05 -3.38%

SR88 · Jul 18th, 2007, 12:19

引用:

作者: SR88

YGE是不是该歇会了? 一个月涨了70%多, 等着回调再接...

这两天太阳能股回调, YGE已连跌数日,现在16.85,IPO时进过,上星期出了, 现在是不是又该进了?

仍然看好太阳能股.

SR88 · Jul 19th, 2007, 00:31

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

SR88 · Jul 20th, 2007, 09:55

引用:

作者: SR88

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 gre...

LDK 再冲新高, 现在是在美上市的中国太阳能能股的DARLING了,今天又有新的利好消息, UPGRADE, NEW CONTRACT ...

SR88 · Jul 23rd, 2007, 16:38

LDK继续走高($43.53, +2.96), 表现如预期. JASO前段时间一直领先LDK,现在被远远抛在后面了($36.31), 34-36间应是进的好时机. YGE (16.79), TSL(62.61)在连续几日下跌后反弹有力, STP继续走稳(41.80),CSUN, SOLF等待机会... 仍然看好太阳能股.

Jul 2nd, 2007, 18:22	#1
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1	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
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1

Jul 3rd, 2007, 11:42	只看该作者 #2
coolalan Senior Member 注册日期: May 2007 帖子: 830 声望: 0	csun暴跌
coolalan Senior Member 注册日期: May 2007 帖子: 830 声望: 0

Jul 13th, 2007, 21:48	只看该作者 #15
zookeeper Member 注册日期: Jul 2004 帖子: 89 积分:1 精华:1 声望: -17	油价处于高位，太阳能股后市见好油价处于高位，太阳能股后市见好

Jul 16th, 2007, 22:23	只看该作者 #16
zookeeper Member 注册日期: Jul 2004 帖子: 89 积分:1 精华:1 声望: -17	7/16/2007 油价74.11 太阳能 CSUN 13.00 +1.80% YGE 17.63 -3.98% TSL 64.21 -9.38% STP 42.96 -0.46% JASO 40.11 -5.76% SOLF 13.57 +0.67% FSLR 112.05 -3.38% 此帖于 Jul 16th, 2007 22:25 被 zookeeper 编辑。原因: Input wrong

Jul 4th, 2007, 14:46	只看该作者 #5
PennyMaker Senior Member 注册日期: Jun 2005 帖子: 2,045 积分:2 精华:2 声望: 281761	这也是我为什么看好TIM.TO目前加股还没有几个有这种题材的。

Jul 6th, 2007, 15:35	只看该作者 #6
up2you 16777216 --- 鑫森淼焱垚注册日期: Apr 2007 住址: 加国安省滑市帖子: 489 声望: 4093829	YGE, YGE, YGE

Jul 9th, 2007, 11:04	只看该作者 #7
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	STP, LDK, JASO, LDK, YGE all making or nearly making new highs, FSLR is crazy... Stock masters on this forum, do you think it is time to unload holdings now or wait for a few days more for swing trading?

Jul 9th, 2007, 15:51	只看该作者 #9
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	太阳能股今天涨疯了, 出了YGE, JASO, 还留着STP, LDK, CSUN...

Jul 11th, 2007, 00:13	只看该作者 #12
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	YGE是不是该歇会了? 一个月涨了70%多, 等着回调再接...

Jul 12th, 2007, 19:34	只看该作者 #14
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	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.

Jul 19th, 2007, 00:31	只看该作者 #18
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	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

Jul 23rd, 2007, 16:38	只看该作者 #20
SR88 Senior Member 注册日期: Jun 2007 帖子: 234 积分:1 精华:1 声望: 0	LDK继续走高($43.53, +2.96), 表现如预期. JASO前段时间一直领先LDK,现在被远远抛在后面了($36.31), 34-36间应是进的好时机. YGE (16.79), TSL(62.61)在连续几日下跌后反弹有力, STP继续走稳(41.80),CSUN, SOLF等待机会... 仍然看好太阳能股.