Yingli/ Top Solarplayer Chancen und Einschäzungen.

 

sacken lassen und dann nachkaufen
würde mal sagen aufpassen was die Amis machen
GrB  

Below are the top 10 fastest-growing Solar stocks, based on the average long-term earnings growth rate estimated by Wall Street analysts. Five Chinese companies are on the list.


GT Solar International, Inc. (NASDAQ:SOLR) is the 1st fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 33.3%. This number is based on the average estimate of 3 brokerage analyst(s). First Solar, Inc. (NASDAQ:FSLR) is the 2nd fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 31.3%. This number is based on the average estimate of 12 brokerage analyst(s). Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE) is the 3rd fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 30.3%. This number is based on the average estimate of 6 brokerage analyst(s). Real Goods Solar, Inc. (NASDAQ:RSOL) is the 4th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 30.0%. This number is based on the average estimate of 1 brokerage analyst(s). ReneSola Ltd. (ADR) (NYSE:SOL) is the 5th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 29.0%. This number is based on the average estimate of 2 brokerage analyst(s).

Suntech Power Holdings Co., Ltd. (ADR) (NYSE:STP) is the 6th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 26.5%. This number is based on the average estimate of 9 brokerage analyst(s). Energy Conversion Devices, Inc. (NASDAQ:ENER) is the 7th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 26.3%. This number is based on the average estimate of 4 brokerage analyst(s). SunPower Corporation (NASDAQ:SPWRA) is the 8th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 25.6%. This number is based on the average estimate of 9 brokerage analyst(s). JA Solar Holdings Co., Ltd. (ADR) (NASDAQ:JASO) is the 9th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 21.3%. This number is based on the average estimate of 4 brokerage analyst(s). Trina Solar Limited (ADR) (NYSE:TSL) is the 10th fastest-growing stock in this segment of the market. Its long-term annual EPS growth is expected to be 20.9%. This number is based on the average estimate of 4 brokerage analyst(s).  

http://www.stern.de/wissen/technik/...en-deutschen-angst-1523992.html  

dann sind die die unten waren auf einmal oben usw..
Wir wissen zu wenig über diese Unternehmen und über chinesische schon so gut wie gar nichts.
Riskant ins Blaue hinein zu investieren...  

www.jlmpacificepoch.com/newsstories

 

www.your-story.org/...mw-of-pv-modules-to-gehrlicher-solar-ag-121790/

 

:-)))

 

der kürzung in deutschland, müsste der kurs von yingli bald explodieren, denn solarmodule werden weiterhin gekauft aber dann die günstigen von yingli und co. und nicht von den deutschen unternehmen.

der kurs gefällt mir zur zeit nicht aber ich sehe die situation recht entspannt denn wenn man es logisch betrachtet, dann kann der kurs von yingli, über kurz oder lang, nur steigen.  

Ich denke wir werden am 8.März gute Zahlen zu sehen bekommen. Die Zahlen heute von Trina sehen auch gut aus. Das wird den China-Solars wieder etwas Auftrieb geben.  

geht der Kurs in den USA auf Talfahrt  was für ein Wunder -.-

habe das Gefühl das die Amis einfach immer negativ gestimmter sind als die Deutschen!?

gruß $-Cow  

finde, dass es ein problem ist, dass die aktie in den usa gelistet ist. in den usa legen fast alle ihr geld an und wir alle wissen, das der durchschnitts ami nicht unbebingt der klügste ist. die amis verkaufen, weil irgendein analyst diese für schlecht befunden hat. die amis machen sich natürlich kein eigenes bild, sondern glauben alles was ein finanzguru sagt.
yingli ist natürlich nur ein nebenwert und wenn ein paar leute abspringen, dann bedeutet das nichts gutes für den kurs, wie wir jetzt sehen können aber ich hoffe, dass es in die andere richtung genauso funktioniert.

wir sind viel zu sehr abhängig von dem ami. wie würden sich die aktienmärkte verhalten ohne den dow jones oder nasdaq? es wäre bestimmt viel ruhiger! so wie aktienmärkte sein sollten, ruhig und bedacht.

ja, stimmt, ich bin etwas genervt, weil alles gut lief bis der doofe ami heute eröffnet hat.  

ich sitze das einfach aus, wie sagt buffet so schön , man sollte keine aktie kaufen von der man nicht überzeugt ist! das wird schon! china ballert milliarden in solar rein! da fällt für uns auch was ab! weiß einer eigentlich den gewinn von 2008! oder wurde da verlust gemacht!  

Deutsche Bullish on Chinese Solar Sector: Upgrades TSL, YGE, SOL, STP



Analysts at Deutsche Bank said they are "positive on the China solar energy sector and expect Chinese solar PV module manufacturers to be the major beneficiaries of the global demand growth in 2010E." The firm calls the risk/reward profile among this group attractive given "low-cost structure and increasing brand recognition" which will allow "Chinese manufacturers to weather a likely ASP decline and capture more market share." Deutsche names its top picks Trina Solar and Yingli.

Deutsche Bank upgraded the following Chinese solar manufacturers this morning:


Trina Solar (NYSE: TSL) from Hold to Buy, price target raised from $20.35 to $29.80. Deutsche notes that Trina has been a "significant outperformer" but also admits that valuation remains attractive. The firm said it believes "Trina's robust cost structure could allow it to weather a likely ASP decline and capture more market share from higher-cost western manufacturers." Deutsche sees Trina's module shipments remaining strong during the first half of this year, citing "rush orders from Germany ahead of an anticipated feed-in-tariff cut before June 2010."

Yingli Green Energy (NYSE: YGE) from Hold to Buy, price target raised from $11 to $15.20. The firm said it is attracted to Yingli's "strong pricing power on its low cost advantage, increasing brand awareness, proven quality track record, strong focus on R&D, and continued capacity expansion in light of markety recovery and competitive advantage." Deutsche sees Yingli reporting FY11 EPS of $0.95. The firm also said that poly cost at Yingli will fall to $75/kg in Q1 and to $60/kg in Q2.

Renesola (NYSE: SOL) from Hold to Buy, price target raised from $4.67 to $6.30. Deutsche Bank believes that Renesola is "out of the woods". The firm sees Renesola becoming profitable sometime during this year, citing high-cost polysilicon inventory which has been "mostly consumed" and benefits from vertical integration which have now started to kick-in. "With further downward pressure on module ASP, we believe Renesola is well poised to receive more orders as its vertically integrated OEM model offers a cost-efficient solution to some high-cost western manufacturers." The firm sees Renesola reporting a Q4 loss of $15 million (on March 10).

Suntech Power (NYSE: STP) from Sell to Hold, price target from $10.30 to $14.30. Deutsche says "long-term positive on its leadership position but rated Hold on valuation." The firm argues that Suntech's "profitability in 2010E has not yet normalized due to more rigid long-term raw materials supply contracts signed at higher cost compared to peers." Deutsche is modeling for Suntech to report Q4 shipments of 234MW, up 16% from Q3 and compared to the company's guidance of 10-15%. Still the firm expects Suntech's ASP to fall from $2.17/watt in Q3 to $1.53/watt in Q4.  

das Messer fällt und fällt... wo soll das denn bloß noch enden?!

naja wenigstens gute Gelegenheiten zum Nachkaufen

gruß $-COW  

Thursday, February 25, 2010, 10:22am CST

City offers Yingli $354K incentive to move to Austin

Austin city officials are offering China’s second largest solar maker an incentive worth about $354,000 meant to lure the company to the Texas capital.

It’s an open secret that Yingli Green Energy Holding Company Ltd. (NYSE: YGE) is considering opening a North American operations, research and development hub in either Phoenix or Austin. The company is proposing an $18.6 million investment and creating about 300 jobs, according to the city documents.

Though the state has not commented on making its own incentive, many expect it will make a contribution.

Although the incentive package does insure the company is moving to Texas, it is a strong indicator Austin has become Yingli’s top choice only months after indications pointed to Phoenix. The turn of events is a huge win for Austin, which has struggled to land a major clean technology manufacturer, despite its reputation as a leader in renewable energy.

The fate of a $4.5 million federal tax credit, which the U.S. Department of Energy awarded Yingli to locate in Phoenix, is unknown.

Some speculated Yingli would be allowed to build its plant in another community, even though it listed the Arizona capital for its project location on a federal tax credit application. But a DOE spokeswoman said in an earlier email that if a project moves states, it is no longer eligible for the federal tax credit.

Despite the tax credits, Arizona’s solar industry launched itself into murky waters this week, as companies warned lawmakers a proposed bill could cripple the state’s nascent solar industry and send players to other states.

The bill would add nuclear and hydroelectric sources to a goal requiring utilities to get 15 percent of their power from renewable sources by 2025.

Included among the companies speaking out is Suntech Power Holdings Co. Ltd., which once considered Austin for a major plant. But Suntech, the largest Chinese manufacturer of solar modules, announced earlier this month plans to put its first U.S. facility in Goodyear, Ariz.

Officials said the state’s renewable energy standards were key to the choice of Arizona for the manufacturing base. Representatives of the solar industry met with Arizona Gov. Jan Brewer on Feb. 23, prior to the hearing on the new law. Suntech announced it was rethinking the Arizona location just prior to that.

It is unknown whether the bill played a role in making Austin attractive to Yingli, which his headquartered in Baoding, China, employing more than 6,000 worldwide.

More details could come to light when the company releases it Fiscal 2009 earnings on March 8.  

 

Tue Mar 2, 2010 4:00pm ESTLOS ANGELES (Reuters) -

Chinese solar companies are likely to post strong quarterly results on rising demand in Germany and declining costs, but could face currency risks in the coming months, Lazard Capital Markets said on Tuesday.

Chinese solar players -- Canadian Solar Inc, LDK Solar, ReneSola Ltd, Solar Power Holdings, Suntech Power and Yingli Green Energy Holding Co -- are scheduled to report fourth-quarter earnings soon, staring with Canadian Solar on Wednesday.

Demand for solar panels crashed last year as the global economic downturn dried up financing and prices plummeted as panels flooded the market.

But demand is rising this year as scheduled subsidy cuts in Germany, the world's largest solar market, are pushing projects forward.

"We expect strong 4Q09 earnings across our coverage universe, driven by potential for higher shipments resulting from the demand pull in Germany, along with modestly lower pricing and declining silicon costs," alternative energy analyst Sanjay Shrestha Lazard Capital Markets wrote in a research note to clients.

He said companies would likely also report positive outlooks through the first half of 2010, though currency fluctuations remain a key risk as a falling euro would cut into profits of companies with the bulk of their sales in Europe.  

So langsam kommt die Aktie wieder. Eine schöne Startvorlage wenn am Montag die Zahlen von Yingli kommen.  

 

war wieder mal einfach toll zu sehen, wie die aktie später wieder dank der amis abstürzte. solarworl und co hingegen, blieben oben!

god bless america, only america!! ich finde die bescheidnen amerikaner klasse!  

ich seh die aktie bei guten zahlen!
auf sicht von einem JAhr bei knapp 20 Euro! vorallem wenn in deutschland bei vielen die pleite welle droht!  

Yingli Green Energy schließt Rahmenliefervereinbarung über 285 MW Photovoltaik-Module an Gehrlicher Solar

                    
           §
Gehrlicher Solar-Referenz-
anlage Deisenhofen
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Yingli Green Energy Holding Company Limited (Boading, China), einer der weltweit größten vertikal integrierten Photovoltaik-Produzenten, meldete Ende Februar 2010 die Unterzeichnung einer Rahmenvereinbarung mit der Gehrlicher Solar AG, einem der führenden europäischen PV-Systemintegratoren. Im Rahmen der auf drei Jahre angelegten Vereinbarung verpflichte sich Yingli Green Energy zur Lieferung von Solarmodulen mit einer Gesamtleistung von 285 Megawatt (MW) an Gehrlicher Solar bis 2012.   Diese Module sollen hauptsächlich auf Wohnhäusern, gewerblichen Dächern und in Freiflächenanlagen in etablierten europäischen PV-Märkten installiert werden.

"Wir freuen uns über diese langfristige Geschäftsbeziehung mit Gehrlicher Solar", sagte Liansheng Miao, Vorstandsvorsitzender von Yingli Green Energy. "Wir glauben, dass die Partnerschaft mit Gehrlicher Solar, einem der führenden Systemintegratoren mit einem breit gefächerten Kundenstamm in Europa, unsere Stellung in dieser wichtigen Region stärken wird. Wir waren besonders beeindruckt von der Erfolgsgeschichte unseres Partners in der PV-Industrie, seiner Konzentration auf innovative Photovoltaik-Lösungen und seiner Unternehmensphilosophie."
Miao erklärte, das Drei-Jahres-Abkommen sichere Yingli Green Energy und Gehrlicher Solar ein noch größeres Vertriebsvolumen sowie eine solide Basis für eine langfristige Zusammenarbeit. Klaus Gehrlicher, Gründer und Geschäftsführer von Gehrlicher Solar, fügte hinzu: "Diese Vereinbarung stärkt unsere Position im kristallinen Markt und verbessert die Stellung beider Unternehmen in den großen europäischen Solarmärkten. Außerdem freuen wir uns, die qualitativ hochwertigen PV-Module von Yingli, die perfekt zu unserer 'gehrtec'-Produktfamilie passen, zu unserer Produktpalette hinzuzufügen.“  

Yingli Green Energy liefert über 10 MW PV-Module an die US-amerikanische SunDurance Energy

Yingli Green Energy Holding Company Limited (Boading, China), eines der weltweit größten vertikal integrierten Photovoltaik-Unternehmen, das seine Produkte unter der Marke Yingli Solar vertreibt, hat einen Liefervertrag mit der SunDurance Energy, LLC unterzeichnet, einem führenden Photovoltaik-Unternehmen mit Sitz in New Jersey. SunDurance hat sich auf die Entwicklung, Einrichtung und den Betrieb von Solarsystemen in Megawatt-Größe spezialisiert.   Gemäß dem Vertrag werde Yingli Green Energy innerhalb des dritten Quartals 2010 Solarmodule mit einer Gesamtkapazität von mehr als 10 MW an SunDurance liefern, berichtet Yingli in einer Pressemitteilung.  

...ist es soweit. dann dürften die Zahlen vor Eroffnung der US-Börse veröffentlicht werden. Bin mal gespannt. Schätze der Kurs dürfte heute Auftrieb bekommen.  

vorbörslich 5% rauf...

hoffe, die zahlen wissen das zu untermauern;)