Yingli/ Top Solarplayer Chancen und Einschäzungen.
Guten Rutsch wünsch ich
http://www.schaeffersresearch.com/commentary/...119187&utm_source
Yingli Green Energy gained 8%, largely in sympathy with peer Trina's announcement. It's only natural to lump Yingli and other Chinese solar stocks together, especially given China's recent initiatives to develop as much as 35 gigawatts of solar generation capacity in the coming years. Yet as Fool solar expert Travis Hoium observed this morning, Yingli has a lot more debt than Trina and other major players in the Chinese solar space.
sieht gut aus heute. mal sehen, wie viel am ende des Tages bleibt.
PV-Projekte
Yingli Green schließt Joint Venture in China
Donnerstag, 02. Januar 2014, 16.28 Uhr
Bei der Deutschen Bank bewertet man das Joint Venture mit Datong Coal Mine Group grundsätzlich positiv. Die Deutsch Banker sehen den chinesischen Solarmarkt weiter im Aufwind, wobei die Analysten glauben, dass die Solar-Nachfrage in China in 2014 die Marke von 12 Gigawatt überschreiten wird, wie der Branchendienst TheFlyontheWall berichtet. (ami)
© IT-Times 2014. Alle Rechte vorbehalten.
http://www.it-times.de/news/nachricht/datum/2014/...in-china/seite/2/
http://finance.yahoo.com/news/...-energy-joint-venture-114717750.html
The firm says its channel checks indicate that China demand is on track to exceed 12GW in 2014.
Wenn Jinko ein EPS von 5$ erreicht, sollte es OK sein.
habs mir schon fast gedacht, vor Jahresende noch großer Abverkauf (vemutlich aus steuerlichen Gründen) und jetzt steigen wieder alle groß ein! Denke die 6 € werden wir bald wieder erreichen können!
hoffen wir das beste!
Greetz
der Hang Seng war heute nicht gut -2,24 % hoffen wir mal das beste,
aber auf längere Sicht sind hier auch die 8€ wieder drin.
But unlike most of the previous tie-ups that involve partners with little or no experience in the energy sector, this new venture looks a bit smarter because Datong is China's third largest coal producer and thus should have quite a bit of experience in the sector. (company announcement) Equally important, Datong's status as a company with a real business means it should have a strong cash flow to pay for new projects. That contrasts with many other new project developers, which look mostly like special entities set up by state-run organizations to execute Beijing's ambitious solar construction program.
For all those reasons, this new tie-up looks like a smart move that could serve as a template for other panel makers to follow. I've previously said there's a real danger that many of these new projects could run into difficulties because plant developers may lack financial resources and operating expertise needed to succeed. But on the surface at least, this new Yingli partnership looks like it should have a good chance of success and could lead to a major new source of reliable business for Yingli.
http://seekingalpha.com/article/...in-new-joint-venture?source=nasdaq
Yingli Green Energy Holding Company Limited Real Time Stock Quotes
YGE
$6.79
+0.18$
+2.72%
Read more: http://www.nasdaq.com/symbol/yge/real-time#ixzz2pcLQzm12