在美上市的8个中国太阳能股

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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

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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.

[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 holdings now or wait for a few days more for swing trading?

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

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YGE是不是该歇会了? 一个月涨了70%多, 等着回调再接...

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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.

[SR88]

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]

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

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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]

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.

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作者: coolalan

都是好股猴股，不过赚他们的钱不易。

这些股对于追高卖高的DT的来说机会是没多少, 但逢低买入做波段还行, 几个股轮换着走高低, 挺适合不能时时盯盘的人做.

[SR88]

作者: SR88

这些股对于追高卖高的DT的来说机会是没多少, 但逢低买入做波段还行, 几个股轮换着走高低, 挺适合不能时时盯盘的人做.

JASO 今天重新买回来了$33.8

[SR88]

LDK今天再创新高(45.49),收在44.78. YGE, JASO, TSL都是逆市上升, 仍有上升空间, STP目前在调整, 36和38间是进的好时机,Q2出来前还会上探43-44. YGE经前段调整, 目前有基金建仓, 股价稳定上升, LDK则主要是追高的散户和庄家借好消息推动,走势看下星期三的Q2(估计不错). CSUN, SOLF只有等Q2后才有大动. 继续看好太阳能股版块.

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今早设好出货价JASO 38.20, LDK 46.80, 开盘不到15分钟,就都走了... 手里只有ＹＧＥ和ＣＳＵＮ了．．．

[SR88]

作者: SR88

今早设好出货价JASO 38.20, LDK 46.80, 开盘不到15分钟,就都走了... 手里只有ＹＧＥ和ＣＳＵＮ了．．．

幸好一早走了JASO和LDK, 现在的AH价JASO35, LDK44 (收市前曾升到47.58新高), 等着再接回来了...

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LDK Q2 2007 Financial Highlights:

-- Revenue of $99.1 million, up 716% from the year ago quarter

-- Gross profit of $34.9 million, up 1,265% from the year ago quarter

-- Net income of $28.7 million, or $0.29 per diluted ADS, up 2,083% from
the year ago quarter

-- Increased annualized multicrystalline wafer production capacity from
215 MW to 300 MW, up 40% quarter-over-quarter

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作者: up2you

希望LDK能够带领板块走出一轮行情。 YGE的季报什么时候出？

LDK Q2 不错,但SOLAR整体处于低潮, FSLR都跌到98了, 这有点类似5月底6月初的情况,大概要盘整1到2周,我除了CSUN被套住, 其他的太阳能股都出了. 等稳定了再进....

[SR88]

太阳能股今天全线反弹, LDK, TSL, JASO, SOFL 涨幅都在10%以上, STP, YGE也表现不错...

[SR88]

看来对太阳能股感兴趣的人不多, 以后不贴了,自己玩了...

[SR88]

作者: SR88

看来对太阳能股感兴趣的人不多, 以后不贴了,自己玩了...

Swing trading Chinese solar stocks is better than anything now, at least to me, solar stocks is hot again and will continue for a week or so before another break, LDK, STP, TSL, even at current price level, are still good candidates. LDK is leading the sector and will fly long term.