Trina Solar


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Eröffnet am:06.02.07 22:37von: nightflyAnzahl Beiträge:422
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465 Postings, 5627 Tage Francis Bacon 200.Marktkapitalisierung von Trina?

 
  
    #401
06.08.12 09:08
Gibt es bei Trina wirklich 3,98 Milliarden Aktien? Ich glaube die ANgaben bei Ariva sind nicht ganz richtig, aber bei Trina auf der Homepage steht auch etwas von ADS in dieser Anzahl. Es wäre nett, wenn mir jemand die momentane MArktkapitalisierung von Trina erklären könnte, lg, Francis.  

1539 Postings, 4683 Tage watchandlearnMK von Trina

 
  
    #402
09.08.12 15:59
Die MK von Trina beträgt aktuell 390 Mio USD bei 81 Mio Aktien.

http://bigcharts.marketwatch.com/quickchart/...&time=8&freq=1

Klingt für mich zumindest plausibler als die Daten auf Ariva. Hier wurde offenbar alles in RMB umgerechnet...  

465 Postings, 5627 Tage Francis Bacon 200.MK . . .

 
  
    #403
09.08.12 19:26
Danke für die Antwort. Ich verstehe nur nicht, warum diese Anzahl von fast 4 Milliarden Aktien bei Ariva genannt wird, lg, Francis.  

2074 Postings, 6131 Tage Joschi307Trinas Q2: Earnings Estimates

 
  
    #404
20.08.12 15:40
TSL Q2 Earnings Estimate:

Revenues: $353m

Shipments: 420MW

ASPs: $0.84/watt

Blended Unit Costs: $0.72/watt

Gross Profit: 420MW x $0.12 = $51m - Inventory/Tariff Provision $26m

Gross Margin: $25m / $353 = 7.1%

Operating Costs: $55m + $45m Receivables Provision

Net Interest Expense: $9m

Net Foreign Exchange Loss: $22m

Tax Benefit: $10m

Net Loss: -$96m

Diluted Share Count: 70.6m

EPS: -1.36  

2074 Postings, 6131 Tage Joschi307Trina Solar 2,40 $

 
  
    #405
20.11.12 10:28

heute kommen die Zahlen raus!  

"Trina Solar hat sein Absatzziel für das dritte Quartal 2012 nach unten korrigiert. Das Unternehmen rechnet nun mit Photovoltaik-Modulverkäufen zwischen 375 und 385 Megawatt. Das sind 18 % weniger als ursprünglich erwartet.  Trina geht von einer Bruttomarge zwischen null und 1,5 % aus, während im letzten Plan noch ein „mittlerer einstelliger Bereich“ angesetzt wurde.  

Quelle: http://www.solarserver.de/solar-magazin/...te-quartal-nach-unten.html  

P.S. Jinkosolar legt heute ebenfalls Zahlen vor

 

1243 Postings, 4400 Tage onkel jamesAUA !

 
  
    #406
20.11.12 11:56
Die ohnehin schon niedrigen Erwartungen nochmalig verfehlt Verlust 0,82 Dollar, erwartet
0,62 Dollar !

Q4 auch trübe Aussicht...
GEsamtabsatz 2012 reduziert
Marge nochmals negativer -25 %

Trina, was ist bloß aus Dir geworden ?!  

1243 Postings, 4400 Tage onkel jamesHier das Trauerspiel als Mitteilung !

 
  
    #407
20.11.12 12:30
rina Solar Announces Third Quarter 2012 Results

11:35 20.11.12

PR Newswire

CHANGZHOU, China, Nov. 20, 2012

CHANGZHOU, China, Nov. 20, 2012 /PRNewswire/ -- Trina Solar Limited (TSL) ("Trina Solar" or the "Company"), a leading integrated manufacturer of solar photovoltaic ("PV") products, today announced its financial results for the third quarter of 2012.

Third Quarter 2012 Financial and Operating Highlights

   Solar module shipments were approximately 380 MW during the third quarter of 2012, representing a decrease of 9.2% from the second quarter of 2012
   Net revenues were $298.0 million, a decrease of 13.9% from the second quarter of 2012
   Gross profit was $2.4 million, a decrease of 91.9% from the second quarter of 2012
   Gross margin was 0.8%, compared to 8.4% in the second quarter of 2012, and included a non-cash inventory write-down totaling $13.3 million and a reversal of prior provision for anti-dumping and countervailing duties (AD/CVD) in the United States totaling $25.8 million
   The Company had no incremental accounts receivables provision, compared to $44.1 million in the second quarter of 2012
   Operating loss, including one-time tax and organization restructuring charges totaling $15.2 million, was $76.0 million, compared to $78.6 million in the second quarter of 2012
   Operating margin was negative 25.5%, compared to negative 22.7% in the second quarter of 2012
   Net loss was $57.5 million, compared to $92.1 million in the second quarter of 2012
   Loss per fully diluted American Depositary Share ("ADS") were $0.81, compared to $1.30 in the second quarterof 2012 (each ADS represents 50 ordinary shares)

"Our third quarter sales were adversely impacted by the ongoing supply-demand imbalance in the global PV industry, high inventories and the irrational pricing practices by some competitors in the market," said Mr. Jifan Gao, Chairman and CEO of Trina Solar. "These factors contributed to declines in our average selling prices, despite cost improvements of our key materials. Higher historical costs of our inventory also contributed to the low gross margin and net loss in the third quarter. In response to this challenging operating environment, we focused our efforts on retaining quality customers and maximizing operating cash flow, which resulted in improvements in trade receivables and inventory balance from the previous quarter.

"As recently announced, we have also successfully implemented two major initiatives. During the third quarter, we conducted the restructuring of our global business into distinct modules and systems business units. We believe this will allow us to more efficiently manage operating costs for product development to address increasing PV solar end-use applications and geographic expansion, as well as to grow our project systems as a percentage of our total business. In conjunction with this restructuring, we performed a top-down review of our operations to reallocate and reduce our headcount and other operating expenses. These initiatives address current industry conditions as well as the shift in regional demand and changes to our customers' business models as a result of the increasingly attractive economics of solar energy for utility scale applications.

"We remain committed to improving the quality of our products, as well as our manufacturing process and performance. In the third quarter, we received the Carbon Footprint Verification from the British Standards Institute, which affirms that we comply with international best practices in carbon accounting, demonstrating our commitment to sustainable development. More recently, our commitment to quality was reflected by a certification from Underwriters Laboratories' ("UL") Client Test Data Program, which will allow Trina Solar to conduct UL-standard testing to accelerate market delivery of our latest technology-driven innovations and products."

Recent Business Highlights

During the third quarter of 2012, the Company:

   Announced the appointment of Mr. Henry Chow to its board of directors. Prior to his retirement from IBM in 2009, Mr. Chow served in numerous executive positions in the Asia Pacific region, and was most recently general manager and then chairman of the IBM Greater China Group. He also served on IBM's Worldwide Management Council and its Strategy Team, a group of senior IBM executives responsible for advising, reviewing, and formulating IBM's business strategy. Mr. Chow currently serves as a non-executive director to AMD, a semiconductor company based in the United States.
   Announced the availability of its newest line of high performance solutions, Trinasmart. Trinasmart combines the Company's award-winning high performance modules with new optimizing and monitoring technologies to deliver a comprehensive solution to maximize roof space and overall power output, resulting in better project economics for both customers and installers.
   Announced a new Ontario, Canada sales and business development office as the Company also announced a partnership with Silfab Ontario, enabling Trina Solar to offer world-class modules that are locally-manufactured to the Canadian market.
   Announced the completion of the first large-scale rooftop PV system in Switzerland to use the Company's high-performance Honey modules. The system, deployed on the roofs of Sagewerke Christen AG's production and storage buildings in Luthern in the canton of Lucerne, has an installed capacity of 900kWp and produces up to 6,000kWh of solar energy per day. This installation makes the company the first self-sufficient and carbon neutral sawmill in Switzerland.
   Announced a new sales and business development presence in Santiago, Chile. The Company's coverage now encompasses all of the Americas, including the United States, Canada, Mexico, the Caribbean, Central and South America.
   Held its 2012 annual general meeting of shareholders on September 7, 2012.
   Announced the U.S. launch of Trina Solar Partner Plus, a partnership loyalty and incentive program that provides tools to help solar installers grow their businesses.
   Announced its plans to streamline its organizational structure to manage its business operations more efficiently. The initiatives include separating the Company's PV module and systems business units and adopting an operating expense reduction program.
   Announced that it has published its 2011 Corporate Social Responsibility (CSR) Report.

Subsequent Events

Subsequent to the third quarter of 2012, the Company:

   Announced that its APMEA (Asia Pacific, Middle East and Africa) headquarters in Singapore had began formal operations.
   Announced it obtained Carbon Footprint Verification for the Company's solar PV modules from the British Standards Institution (BSI), a leading international standards and certification body. The verification process involved assessing  the Company's carbon footprint throughout various stages of the of the life cycles of our products, suggesting the carbon payback time for our products given reasonable assumptions on the carbon offset potential of the modules during their usage period.
   Announced the duty rates determined by the U.S. Department of Commerce in the AD/CVD investigations on crystalline silicon photovoltaic cells, whether or not assembled into modules, from China, and that the U.S. International Trade Commission (the "ITC") also made negative findings with regard to critical circumstances in this investigation, such that no retroactive duties would be imposed on Trina Solar. The Company also announced that it is currently evaluating whether it is necessary and prudent to appeal these final determinations issued by the ITC.
   Announced that it obtained the Client Test Data Program certification from UL. The Company is the first global solar PV company to receive this certification, which will allow it to independently conduct testing programs and issue UL-recognized test data without the on-site presence of UL-dispatched engineers.

Third Quarter 2012 Results

Net Revenues

Net revenues in the third quarter of 2012 were $298.0 million, a decrease of 13.9% sequentially and 38.2% year-over-year. Total shipments were 380.3 MW, compared to 418.8 MW in the second quarter of 2012 and 370.1 MW in the third quarter of 2011. The sequential decrease in shipments was caused by a continued supply-demand imbalance and the decrease in revenue resulted from the effect of this imbalance on market pricing and commercial terms.

Gross Profit and Margin

Gross profit in the third quarter of 2012 was $2.4 million, compared to a gross profit of $29.0 million in the second quarter of 2012 and $52.0 million in the third quarter of 2011. Gross profit during the third quarter of 2012 includes a $25.8 million reversal of prior provisions for AD/CVD in the United States, relating to the ITC's decision to not impose duties retroactively due to the lack of evidence for critical circumstances. Gross profit during the third quarter of 2012 includes a provision of $13.3 million for non-cash inventory write-down.

Gross margin was 0.8% in the third quarter of 2012, compared to 8.4% in the second quarter of 2012 and 10.8% in the third quarter of 2011. The sequential decrease in gross margin was due primarily to higher inventory carrying costs and inventory write-down in connection with decreasing average selling price of modules; the year-on-year decrease in gross margin was due primarily to declines in the average selling price of modules that exceed reductions in cost.



The impact of the inventory write-down on the Company's gross margin was 4.5% in the third quarter of 2012.

Operating Expense, Income and Margin

Operating expenses in the third quarter of 2012 were $78.3 million, a decrease of 27.2% sequentially and an increase of 3.8% year-over-year. The Company's operating expenses, which included one-time tax and organization restructuring charges totaling $15.2 million, represented 26.3% of its third quarter net revenues, a decrease from 31.1% in the second quarter of 2012 and an increase from 15.7% in the third quarter of 2011. The sequential percentage decrease was primarily due to decrease in provision made to account receivables in the third quarter of 2012 while the year-to-year percentage increase was primarily due to the decrease in net revenues. Operating expenses in the third quarter of 2012 included $1.1 million in share-based compensation expenses, compared to $2.7 million in the second quarter of 2012 and $2.0 million in the third quarter of 2011.

As a result of the foregoing, operating loss in the third quarter of 2012 was $76.0 million, compared to an operating loss of $78.6 million in the second quarter of 2012 and an operating loss of $23.5 million in the third quarter of 2011. Operating margin was negative 25.5% in the third quarter of 2012, compared to negative 22.7% in the second quarter of 2012 and negative 4.9% in the third quarter of 2011.  

Net Interest Expense

Net interest expense in the third quarter of 2012 was $13.8 million, compared to $9.3 million in the second quarter of 2012 and $9.7 million in the third quarter of 2011. The sequential increase in net interest expense was primarily due to an increase in average bank borrowings in the third quarter of 2012.

Foreign Currency Exchange

The Company had a foreign currency exchange gain of $18.2 million in the third quarter of 2012, which included changes in fair value of derivative instruments, compared to a net loss of $22.5 million in the second quarter of 2012 and a net gain of $0.4 million in the third quarter of 2011. This net gain was primarily due to the appreciation of the Euro against the U.S. dollar during the third quarter of 2012, augmented by gains from foreign currency hedging contracts used by the Company to mitigate its foreign currency risk exposure.

The Company continued to mitigate the effects of foreign exchange rate volatility during the third quarter of 2012 by using hedging contracts involving the Euro, Renminbi, and U.S. dollar.

Income Tax Benefit and Expense

Income tax benefit was $11.7 million in the third quarter of 2012, compared to income tax benefit of $16.1 million in the second quarter of 2012 and $2.9 million in the third quarter of 2011. The income tax benefit in the third quarter of 2012 was primarily the result of a deferred tax benefit recognized in connection with the net operating losses incurred in the quarter.

Net Loss and EPS

As a result of the foregoing, net loss was $57.5 million in the third quarter of 2012, compared to net loss of $92.1 million in the second quarter of 2012 and $31.5 million in the third quarter of 2011.

Net margin was negative 19.3% in the third quarter of 2012, compared to negative 26.6% in the second quarter of 2012 and negative 6.5% in the third quarter of 2011.

Loss per fully diluted ADS were $0.81 in the third quarter of 2012. The impact of the third quarter provision for non-cash inventory write-down was approximately negative $0.19, while the effect of the foreign currency exchange net gain was approximately $0.26, per ADS.

Financial Condition

As of September 30, 2012, the Company had $703.4 million in cash and cash equivalents and restricted cash, and a working capital balance of $360.6 million. Total bank borrowings were $1,120.8 million, of which $431.0 million were long-term borrowings. The Company decreased its short-term borrowings by $44.0 million to approximately $689.7 million as of September 30, 2012.

During the third quarter of 2012, the Company also repurchased $14.9 million of its senior convertible notes due July 2013, which resulted in a gain of $1.8 million.

Shareholders' equity was $969 million as of September 30, 2012, a decrease from $1.02 billion at the end of the second quarter of 2012.

Fourth Quarter and Fiscal Year 2012 Guidance

During the fourth quarter of 2012, the Company expects to ship between 380 MW to 400 MW of PV modules.

The Company believes its overall gross margin for the fourth quarter, taking into account wafer and cell quantities outsourced from third party suppliers to meet demand in excess of its internal capacity and other needs, will be approximately similar to that in the third quarter of 2012. Such guidance is based on the exchange rate between the Euro and U.S. dollar as of November 22, 2012. For the full year 2012, the Company revises its expectations for total PV module shipments to be between 1.55 GW to 1.6 GW, compared to its previous guidance of 1.75 to 1.8 GW.

Operations and Business Outlook

Non-Silicon Cost

In the third quarter of 2012, the Company continued its efforts to reduce non-silicon manufacturing costs in order to meet its previously announced 2012 target of below $0.50 per watt. Non-silicon manufacturing costs in the third quarter of 2012 were $0.54 per watt, compared to $0.52 per watt in the second quarter of 2012. The sequential increase in non-silicon manufacturing costs were primarily due to under-utilization of the Company's in-house manufacturing capacities, which were partially offset by improved supply chain costs, as well as from increases in the Company's module efficiencies and improvements in its manufacturing processes.

Silicon Procurement

Through its diversified range of short, medium and long-term supply agreements, the Company will continue to maintain competitive silicon costs relative to current market prices.

As a result of renegotiating a significant portion of its long-term silicon supply agreements, the Company continues to expect a sequential reduction in its manufacturing costs in the fourth quarter of 2012.  

2074 Postings, 6131 Tage Joschi307Trina Solar

 
  
    #408
1
20.11.12 12:58
  • Bruttomarge +0,8%
  • Nettomarge -19,3%
  • EK-Quote von 32,4% au 33,9 %

Ich denke, das die Zahlen eingepreist sind, immerhin hat die Aktie in den letzten 2 Wochen rund 40% an Wert verloren (von  $ 4.10  auf $ 2.40 )

 

2074 Postings, 6131 Tage Joschi307Trina $ 2.07

 
  
    #409
21.11.12 17:24
die kriegen ganz schön aufs dach...

aber eine technische gegenreaktion dürfte schon drin sein  

3 Postings, 4145 Tage RaBoloTrina

 
  
    #410
21.11.12 21:43
Nun haben wir die erwartete technische Gegenbewegung, hat aber auch lang genug gedauert. Was ist eure Prognose? In welche Richtung gehts die nächsten Wochen?  

4399 Postings, 7901 Tage Steffen68ffmdeutschland

 
  
    #411
22.11.12 08:25
der handel in D , ist schwierig. Der umgerechnete Schlusskurs von gestern sind 1,834 und in Frankfurt hat gerade einer 550 für 1,74 bekommen.
Denke mal in Amerika läuft sie mindestens noch 1-2 tage, weil immernoch massiv überverkauft.
also gute Chance auf schnelle 10 prozent.  

361 Postings, 4851 Tage samipeperChina Selects More Than 100 Solar Projects

 
  
    #412
12.12.12 12:26

Heute wird die Rakette hoch starten

Bloomberg News

China Selects More Than 100 Solar Projects to Receive Subsidies

China, the world’s biggest maker of solar modules, chose Yingli Green Energy Holding Co. (YGE), Trina Solar Ltd. (TSL) and about 100 other developers with a combined 2.8 gigawatts of capacity to receive subsidies.

The payouts, under the Golden Sun program, are the second round announced this year, the Ministry of Science and Technology said in a statement on its website. Generators in Jiangsu, a coastal province in eastern China, will gain the most from the aid as 374 megawatts of capacity, including developments by China’s biggest module maker by market value Hareon Solar Technology Co. (600401), will be located there.

The government may pay at least 15.4 billion yuan ($2.5 billion) for the projects if they are completed by the end of June 2013, according to Wang Xiaoting, a solar analyst at Bloomberg New Energy Finance in Beijing.

China began offering financial assistance for projects under the Golden Sun program in 2009. The nation is increasing assistance as solar-energy manufactures suffer from slowing demand and declining profit.

The total capacity chosen in 2012, including 1.7 gigawatts selected in the first round, is seven times more than previous years, said Lian Rui, a Beijing-based analyst at research company NPD Solarbuzz.

“China uses the program to offer cash sooner to developers, rather than preferential power prices, to boost installations,” Lian said.

To contact the reporter on this story: Feifei Shen in Beijing at  fshen11@bloomberg.net

To contact the editor responsible for this story: Reed Landberg at  landberg@bloomberg.net

 

1461 Postings, 5449 Tage deutsche_bank24Gewinnmitnahmen begrenzt

 
  
    #413
12.12.12 16:58
Wer sich den gesamten Verlauf der letzten Monate und Jahre anschaut, wird feststellen, dass es bei den meisten Aktieninhabern noch weit weg von Gewinnmitnahmen ist. Also sollte noch Potenzial nach oben sein, auch wenns heute ein großer Sprung war!  

545 Postings, 4445 Tage Beautyboy1982@ deutsche_ban, bin ganz deiner Meinung

 
  
    #414
12.12.12 23:14
Bin jetzt auch wieder dabei :-)

Und morgen werde ich den Kursrückgang nutzen, um nachzulegen :-)

Gruss Beautyboy

PS: Irgendwann muss man ja wieder Glück haben und bissel an der Börse Geld verdienen :-(  

1461 Postings, 5449 Tage deutsche_bank24Rücksetzer

 
  
    #415
13.12.12 16:40
Der Rücksetzer hielt sich heute ja im Rahmen. Gehts morgen wieder hoch oder nehmen wir noch etwas Anlauf?!? ;-)  

545 Postings, 4445 Tage Beautyboy1982Es geht wieder aufwärts ;-)

 
  
    #416
26.12.12 18:12
Trina Solar hat sehr viel potential

Gruss Beauty  

545 Postings, 4445 Tage Beautyboy1982Wenn die USA eröffnet,

 
  
    #417
27.12.12 14:17
dann steigt heute die Aktie von Trina bis auf 3,50-3,60Euro, das sieht man an den Chart

Gruss Beauty  

545 Postings, 4445 Tage Beautyboy1982Verstehe die Leute aus Deutschland nicht!

 
  
    #418
03.01.13 12:44
Wieso kaufen die jetzt nicht die Aktie in Frankfurt, wo man sehen kann, das es heute Nachmittag in den USA nach oben gehen wird???

Gruss Beautyboy  

1461 Postings, 5449 Tage deutsche_bank24und weiter nach oben

 
  
    #419
10.04.13 09:30
Das ist doch nach langer Dürreperiode endlich mal wieder die richtige Richtung! Weiter so!!!  

1461 Postings, 5449 Tage deutsche_bank24Geht doch ....

 
  
    #421
04.03.15 16:06
... gut, dass ich in den letzten Tagen nochmal nachgelegt habe. Mit der 2015er Entwicklung bin ich höchst zufrieden ;-)  

938168 Postings, 3557 Tage youmake222Trina Solar-Aktie: Zahlen könnten Erwartungen über

 
  
    #422
04.03.15 21:02
Trina Solar-Aktie: Zahlen könnten Erwartungen übertreffen - Da gibt's noch viel Luft nach oben - Aktienanalyse (Maydorns Meinung) | Aktien des Tages | aktiencheck.de
Trina Solar-Aktie: Zahlen könnten Erwartungen übertreffen - Da gibt's noch viel Luft nach oben - Aktienanalyse (Maydorns Meinung) | Aktien des Tages | aktiencheck.de
 

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