Yingli/ Top Solarplayer Chancen und Einschäzungen.
Habe mal einen neuen Thread eröffnet der hoffentlich nich so zugemüllt wird. An all die weiter unqualifizierte Postings senden möchten bitte den dafür vorhandenenThread http://www.ariva.de/YINGLI_GREEN_ADR_Kursziel_30_t337178 nutzen. Alle anderen sind Willkommen und noch viel Freude mit unserer Yingli. YINGLI GREEN ADR DL-01 WKN: A0MR90 Amikurse: http://www.google.com/finance?q=NYSE:YGE
Positiv:
-für Yingliverhältnisse überraschend hohe Bruttomarge von 20,9%
-seit Ewigkeiten mal wieder ein Quartal mit operativem Gewinn
Negativ:
-Guidance für 2014 gekürzt um gut 10% von 3.6GW to 3.8GW auf 3.3-3.35 GW
-weiter hohe Schulden
http://www.aktiencheck.de/exklusiv/...ktienkurs_Aktienanalyse-6149666
Yingli Solar’s loss per share in the reported quarter was narrower than the Zacks Consensus Estimate of a loss of 13 cents.
Revenue
Total net revenues were $551.5 million (RMB 3,385.2 million), down 6.8% from $591.6 million (RMB 3,649.4 million) in the third quarter of 2013. Revenues declined due to lower sales at the PV modules and PVsystems segment.......
Guidance
Yingli Solar revised its 2014 shipment volumes downwards expecting lower solar panel demand worldwide. The company now expects PV shipment volumes in the range of 3.30–3.35 GW (including 200–240 MW shipment for PV systems) for 2014, down from the previous expectation of 3.6–3.8 GW ....
http://www.zacks.com/stock/news/155458/...than-expected-outlook-falls
Summary
Yingli Green Energy reported an impressive growth in its financials and customer base during the third quarter.
Yingli's addressable market is set to improve on the back of global solar growth and government policies.
Yingli has a global customer base that will allow it to tap growth in key markets such as the Asia Pacific and Africa.
Yingli is making its products better in order to gain more customers going forward.
.........
APAC and Africa are primary drivers
However, the growth projections are the highest in the APAC region, which is projected to add more generation (2,794GW) than the rest of the world combined (2,647GW), and the global power demand growth is the strongest in APAC and Africa .. s. Karte Moreover, the company is also investing in product development to stay technologically relevant. ......
http://seekingalpha.com/article/...lar-adoption-are-long-term-drivers
http://www.youtube.com/watch?v=-hpwx2ui4h8
Deutsche Aktionäre haben die Pflicht, so etwas nicht zu unterstützen, wie chinesische Solarunternehmen, die so etwas machen....
Buchtips
http://www.amazon.de/...7020907&sr=1-6&keywords=china+dumping
http://www.amazon.de/...020963&sr=1-17&keywords=china+dumping
2. Wer sagt dass die weiter steigen, vielleicht gibts bald die Quittung fürs Dumping, die hohen Schulden der Chinesenfirmen in der Solarbranche sind ja schon erdrückend, ich würde hier Gewinne mitnehmen , wenn ich mit denen verdient hätte, in letzter Zeit machte man mit den Chinesen nur Verluste...
In terms of the agreement between Yingli and Solarcentury, the company will complete the delivery of approximately 168,000 solar PV panels by the end of this year. The panels will be installed in projects across the UK. These projects will produce approximately 65,000 MWh of solar power per year, enough to supply around 21,800 typical UK homes, Yingli Solar notes.....