Suzlon Energy vor Neubewertung

http://www.indiainfoline.com/article/...s-7-lower-115021900267_1.html  

Suzlon got windmill contract worth 2.5 Bn in Germany. LOL

3.12.2014
Senvion erhält Auftrag für 172 MW-Turbinenlieferung in Portugal
http://www.senvion.com/de/presse/...&tx_ttnews%5Btt_news%5D=14130  

Gaurang Shah, VP at Geojit BNP Paribas Financial Services told CNBC-TV18, "If you look at the numbers of Suzlon Energy , it has been a great disappointment in terms of the losses that the company has been gathering. To lighten up on the debt, which is there on the balance sheet, they have been consistent enough to sell-off incremental positive assets that they have on the balance sheet, which doesn’t augur well. The big corporate house taking some kind of stake in the company is good news but in terms of Budget positivity also, there is a lot of competition from the organised and unorganised sector in this particular field. So my advice is that forget about Budget and take your money off the table.”

Read more at: http://www.moneycontrol.com/news/stocksviews/...tm_source=ref_article

NSE gestern +2,2%
 

http://www.moneycontrol.com/india/stockpricequote/...uzlonenergy/SE17  

Suzlon will neue Fabriken bauen,das gibt ihm die Möglichkeit weitere Kredite aufzunehmen bei den Banken
http://www.livemint.com/Industry/...10-million-security-for-Suzl.html  

http://profit.ndtv.com/stock/suzlon-energy-ltd_suzlon  

http://www.moneycontrol.com/news/buzzing-stocks/...nghvi_1311968.html
...Dilip Shanghvi will provide as much as Rs 3,800 crore of security that will help the wind turbine maker in availing credits. Following the buzz, shares of Suzlon jumped 7.32 percent to Rs 27.10 on the BSE. On the NSE, it climbed 7.32 percent to Rs 27.10.

 

http://www.moneycontrol.com/news/announcements/...roject_1312061.html

vollständig hier http://www.moneycontrol.com/mccode/news/article/...=1312061&num=0  

http://www.moneycontrol.com/india/stockpricequote/...uzlonenergy/SE17
Sameet Chavan of Angel Broking told CNBC-TV18
... wenn man die jetzige Chart Struktur betrachtet war Rs 25-26 eine wichtige Widerstandszone ,den die Aktie bei hohem Volumen überwunden hat.Wenn man dies bedenkt kann die Aktie bis Rs 32-36 laufen.In der breiteren Perspektive ist bei Rs 34-36 ein grösserer Widerstand zu erwarten.Sollte der überwunden werden sind auch
Rs 42-45 möglich
Read more at: http://www.moneycontrol.com/news/stocks-views/...ce=IW_DATA_stockpage

ja da kann man auch in die Teetasse gucken  

http://www.windpowermonthly.com/article/1334323/...-s111-commissioned

Suzlon has commissioned its first S111 2.1MW prototype low wind turbine at a test site in India.The S111 turbine uses a 54.8 metre blade – the longest ever produced by Suzlon. The turbine is the next generation of the S88 and S95/97 turbines. Certification of the S111 is expected this year.

It is the first prototype of the turbine to be commissioned with a second being manufactured in Texas, the US.

The prototype in India uses a 50Hz frequency. The second prototype, to be installed in Texas, will be required to produced electricity at 60Hz. Commissioning of this second machine is expected to take place at the end of March.

The S111 was included in Suzlon's sale of its German subsidiary Senvion to private equity firm Centrebridge Partners. Suzlon said the license would be given to Centrebridge to market the turbine solely in the US market.  

erneuerbare Energien bis 2020 Suzlon will primär im heimischen Markt tätig werden und will 3GW in Guajarat entwickeln
http://www.windpowermonthly.com/article/1334153/...nk-india-aims-15gw  

http://www.moneycontrol.com/india/stockpricequote/...uzlonenergy/SE17  

.....
Suzlon's order book stood was 1,147.50 MW, valued at 72.5 billion rupees ($1.17 billion), at the end of December.

Following the sale of Senvion, which made up 70 percent of the company's revenue in 2014, Tanti said the company was keen to grow its international business aggressively in North America, Latin America, China and Turkey.
http://in.reuters.com/article/2015/03/03/...dia-idINKBN0LZ1EF20150303

hoffen wir mal dass die technischen Probleme überwunden sind,nur Monate nach Installation in USA begannen die Propeller zu zerspringen.Angeblich liefern die Turbinen nur 2/3 des versprochenen Stroms und vibrieren extrem bei starkem Wind behauptet MLSP  einer der Hauptkunden in Indien .Er ist nicht der einzige ....

http://www.wowaoindia.org/news/...zlon-faces-headwinds-in-home-market
offfenbar neueren Datums unter den letzten News
Suzlon Energy Ltd, the world’s fifth largest wind turbine maker by sales, is facing complaints in its home market over technical problems with turbines, only months after blades it sold to US buyers began cracking.

Some of Suzlon Energy’s largest Indian customers say their turbines fail to generate anywhere near the amount of electricity expected, suffer from excessive vibrations during high winds and have control problems costing them millions of dollars in lost power revenue.

“The machines are not fit to handle the wind,” said Shrenik Baldota, managing director of MSPL Ltd, a mining firm and one of India’s largest investors in wind power. Baldota is one of a number of Suzlon’s top customers who say they have turbine problems. Others include Essel Mining and Industries Ltd, Madras Cements Ltd and KS Oils Ltd...

MSPL has purchased almost 100 units of Suzlon’s 1.25MW turbine, making it one of the company’s biggest domestic customers. MSPL says the turbines each generate only about two-thirds of the 4,000,000kWh of electricity a year initially promised.Baldota says the turbines have technical problems that make them vibrate excessively when operating at high wind speeds. Some have run out of control in strong gusts, leading to generator blowouts and blades splitting, he says.  

https://in.finance.yahoo.com/news/...profitable-fiscal-133735536.html
......
"Next financial year we will be in profit ... 100 percent," Tulsi Tanti told Reuters on Tuesday. He also said the company had reduced a major portion of its debt through asset sales and could exit the debt restructuring programme within a year.

Suzlon, which had outstanding debt of 165 billion rupees ($2.7 billion) at the end of 2014, has sold some assets in the last couple of years and in January agreed to sell its German unit, Senvion SE, for $1.12 billion.

The company, whose operations were impacted by tight working capital, also sold a 23 percent stake in itself for $290 million to Sun Pharmaceutical Industries Inc's billionaire founder Dilip Shanghvi and his associates.

Suzlon shares have doubled in three months, as investors cheered the firm's efforts to reduce its leverage. The Indian government's target to almost triple installed wind capacity to 60,000 megawatts (MW) by 2022 has also helped sentiment.

Prime Minister Narendra Modi has made renewable energy a priority for his government as he looks to address India's chronic power shortages and fulfil an election promise of round-the-clock power to all Indians by 2022.

"In the next 3 years, we are expecting an average of not less than 40 percent growth in order book," Tanti said, adding the company was actively looking to offload some non-core assets to further reduce its debt.

Suzlon's order book  was 1,147.50 MW, valued at 72.5 billion rupees ($1.17 billion), at the end of December.

Following the sale of Senvion, which made up 70 percent of the company's revenue in 2014, Tanti said the company was keen to grow its international business aggressively in North America, Latin America, China and Turkey.

These overseas markets together with India account for 70 percent of the global wind energy market, Tanti said. ......  

"Suzlon is keen to sell its forging and foundry company, in which it invested Rs 1,000 crore, and component units and office complexes worth about Rs 1,000 crore as it exits non-core areas and continues its fund-raising drive," said a media report. The forging plant is in Baroda and the foundry plant is in Coimbatore. Meanwhile, the world’s fifth largest wind turbine manufacturer Suzlon, on January 22, had sold 100 percent stake in Senvion SE (a wholly owned subsidiary of the Suzlon Group) to Centerbridge Partners LP, USA. The deal was valued at euro 1 billion (approximately Rs 7,200 crore) equity value in an all cash transaction and future earn out of upto an additional euro 50 million (approximately Rs 360 crore). The cash starved Suzlon, on February 13, signed definitive agreements with Dilip Shangh.....

Read more at: http://www.moneycontrol.com/news/buzzingstocks/..._source=ref_article

hätte nicht gedacht,dass denen das Wasser bis zum Hals steht  

sollte man lieber in Indien ansehen
http://www.moneycontrol.com/stock-charts/suzlonenergy/charts/SE17
Slow Stochastic blaue Linie nach unten durchbrochen,MACD ähnlich ,Bollinger Bands verengend ?? weit über 200-und 100-Tageslinie  

http://www.business-standard.com/article/...india-115031001160_1.html

Spanish wind energy turbine maker Gamesa has retained top position for a second year in row for the highest number of grid-connected installations in India. Suzlon and Wind World India took the second and third spot respectively. The rankings were released by Danish firm Make Consulting, which analyses the wind energy market globally......  

Mit der neuen Cooperation mit Areva ist das Potenzial in Indien gewaltig. Wenn dann Suzlon schwächelt und wirklich solche Problem mit defekten Windrädern hat ist das nicht gerade ein Verkaufsargument.

Dann könnte Gamesa noch einige weitere Anteile abnehmen und davon sonderlich profitieren.

We will see about the future.  

weil bisher bei Suzlon Senvion mit einberechnet wurde, das entfällt in Zukunft
 

http://www.energycentral.com/news/en/35474794/...5-1MW-in-Montevideo?

Suzlon Group, a manufacturer of wind turbine maker, has commissioned Rouar SA wind energy farm at Artilleros for 65.1MW located 170km east of Montevideo, Uruguay.

Suzlon is responsible for complete Engineering, Procurement and Construction (EPC) and life-time service thereon of the Wind Energy Park at Artilleros. The 65.1 MW Wind Energy Park is located on state-owned land near Tarariras city in Uruguay's Colonia province. The energy farm includes Suzlon's 31 WTG's (Wind Turbine Generators) of S95-90 make with a rated capacity of 2.1 MW. ....  

http://mmb.moneycontrol.com/india/...message_thread/29150617/30950617

...A very long time will be needed for company to revive and to achieve enough EPS to give the stock a fair degree of valuation since the Equity will expand even more when Sanghvi gets his shares After Sanghvi gets shares, the total share capital could reach 4 bill 500 mil shares probably . . To deserve 27 ,even at PE of over 20 . The company needs to have profits around 550 odd cr . In other words , it‘s certainly possibe for company to revive and retain these levels or even 30 plus but performance will be looked at in times to come when momentum alone fades away . So If someone is to hold or buy Suzlon , buy for the long run . Also the focus on clean and green energy to combat globat warming will push it going forward . A few years down the line ,there could be a new tomorrow for Suzlon .
Going back to thousands of crores profit will take it‘s time .As an investment , hold for years and have strong conviction on Sanghvi since Suzlon will post losses in a few qtrs to come as nothing will change so fast . Suzlon like stocks always carry risky so always avoid buying at tops ...  

http://in.reuters.com/article/2015/03/13/idINL4N0WF1XE20150313

** INOX Wind's (IPO-INWN.NS) 10 bln rupees ($159.7 mln) IPO to hit market on March 18

** A comparison of companies' price-to-sales ratio shows Suzlon is cheaper than INOX Wind

** Suzlon Energy trades at nearly 1.6 times FY14 revenue vs 4.4x for Inox based on IPO price band of 315-325 rupees - Reuters calculations

** Suzlon has over 4x the capacity of Inox - analysts

** Suzlon sold German unit Senvion SE to buyout firm Centerbridge Partners last month for 1 billion euros ($1.06 billion) in all-cash deal

** Sun Pharma founder to invest $290 mln in Suzlo  

http://techpaisa.com/stock/suzlon/

Technical Analysis updated at 7PM on every trading day.  

so wie er es mit Taro Pharmaceuticals tat?zumindest hat diese Annahme den Mrkt beflügelt

the stock market's new-found confidence in Suzlon may have something to do with the expectation that Shanghvi may not be content to remain a white knight - someone who rescues a company from financial difficulties or a hostile takeover bid.

It is an expectation that will be corroborated by the old promoters of Taro Pharmaceuticals, in which Shanghvi first invested as a white knight only to take control later. Habil Khorakiwala, a fellow Mumbai-based pharma tycoon, may testify to the keen edge of aggression that peeks out of Shanghvi's benevolent veneer every now and then. Few will be surprised if Shanghvi ended up taking control of Suzlon, which will shrink dramatically to nearly a third of its size once the deal to sells its subsidiary, Senvion, goes through........
http://businesstoday.intoday.in/story/...-want-takeover/1/215954.html  

http://www.myiris.com/news/livenews/...sh-on-suzlon/20150317133507717

.... As 25% of Suzlon's expenses are fixed in nature (FY16E), we expect a quantum jump in profits as volumes ramp up. We expect Suzlon to achieve PBT break-even in FY16E (1,250MW of sales, 150% increase over FY15E), which implies 35% market share. This looks plausible, given the company's order book of 1,147MW. With a capacity of 3.6GW, Suzlon can further ramp up volumes without incurring significant capex.

4. We initiate coverage on Suzlon with a target price of 34/share, based on 14x FY17E EV/EBITDA. Our assigned multiple is at a premium to European WTG companies which we believe is justified given better growth prospects of the Indian market and Suzlon's abnornally depressed earnings.
- See more at: http://www.myiris.com/news/livenews/...133507717#sthash.ECY3emBU.dpuf