TOP-Solargewinner nach der großen Krise
JinkoSolar wird vom Aktionär noch viel mehr gepusht, als Trina.
So ganz schnell mal ratz fatz von buy und KZ 61$ auf sell mit KZ 45$...... ohne echte News ist das schon sehr unseriös.... dann müße GS ja vor wenigen Wochen noch alles völlig falsch eingeschätzt haben.....
Ich will FSLR nicht in den Himmel loben, aber die Technologie hat für Solarkraftwerke durchaus ihre Berechtigung und Vorteile, insbesondere in heißen Regionen. mit den Vergleichen von reinen MWpeak muss man da vorsichtig sein. Die Kosten per Watt sind von den Chinesen seeehr mit Vorsicht zu genießen.... da ist viel geschönt.....
Sei es drum, mir geht es eher darum von der heutigen Überreaktion zu profitieren. Der Abverkauf ist klar übertrieben und wird eine Gegenreaktion zu Folge haben... spätestens an der 200 Tage Linie. Habe heute eine erste Pos aufgebaut und werde fall die SMA 200 erreicht wird nachkaufen.... die Aktion ist für mich ein Trade mit kurzfristigem Charkter.
"First Solar: Strong Buy On Goldman Sachs Downgrade"
Goldman Sachs analyst Brian Lee argued that growth is shifting away from utility-focused solar companies to companies that focus on rooftop solar products. Correspondingly, Goldman Sachs reduced its price target from $62 to $45 per share (a decrease of more than 27%).
Clearly this shift in opinion is quite interesting because the dynamics in the solar industry haven't changed over night and the growth opportunities in the solar rooftop retail market are not new information. The massive reduction in First Solar's price target from $62 to $45 per share also raises questions why Goldman Sachs issued a positive opinion and a Buy recommendation previously.
In my experience, it is best if investors ignored Wall Street analysts altogether since they are usually more interested in selling advice to institutional investors and care little about the retail investor striking out on its own. Moreover, Wall Street analysts are the centre of the herd which, if you are a contrarian investor, should be avoided at all costs. Unfortunately, vast amounts of people listen mindlessly to analysts and sell-offs, just like the one with First Solar, happen as investors merely react to analyst opinions. Fortunately, sell-offs offer a decent chance to pick up a good business with proprietary semiconductor technology at an artificially lower price.
http://seekingalpha.com/article/...oldman-Sachs-Downgrade?source=feed
nachdem downgrade von gs und dem gestrigen 10% verfall, ist der preis doch jetzt recht interessant..
Optionen
| Boardmail an "cango2011" |
Wertpapier: Trina Solar |
bei stabilen Kursen zwischen 41 und 42$ sind gestern nach dem großen Sturz noch einmal riesige Umsätze über mehrere Stunden gelaufen. Das spricht für eine Stabilisierung, die eine Gegenbewegung zur Folge haben sollte (Dafür spricht auch der Durchbruch des Bollinger-Bandes).
Ein direkter Test der 200-Tage-Linie erscheint mir unwahrscheinlich. Ich habe daher gestern bei ca. 41,30 eine Position aufgebaut und werde ggf. bei Erreichen der 200-SMA noch einmal nachlegen. Der Zeitpunkt ist sicher nicht schlecht, wenn Du langfristig von FSLR überzeugt bist oder Du siehst es wie ich eher als technischen Trade....
An der Vorbörse der Nasdaq wird First Solar um 13:07 MEZ mit 51,99 $, also plus 1,42$ gehandelt. Könnte also was werden heute.....
In den ersten Handelsminuten sollte sich raus stellen, ob drüben gestern abend viele nach Feierabend die Kurse angeschaut und Panik bekommen haben und für heute zur Eröffnung ihre Stücke auf den Markt werfen, am besten noch ohne Limit, das könnte kurzfristig böse enden.
Ich halte meine Stücke, langfristig und fundamental bin ich optimistisch.
JP Morgan erneuert Kaufempfehlung für First Solar (UND Solar City)
JPMorgan calls SolarCity, First Solar best ideas in solar
JPMorgan expects 2014 to be a good year for the solar industry due to strong demand for PV solar capacity in China and Japan, capacity constraints and stabilizing polysilicon and module prices. The firm says SolarCity (SCTY) and First Solar (FSLR) are its best ideas in the space.
Soweit ich weiß, geht es hier im Forum um 3 Werte:
- Trina Solar
- First Solar
- Phoenix Solar
also ganz cool bleiben ;)
Leider konnte ich nur drei Aktien auswählen. Es können hier natürlich auch noch viel mehr Solargewinner diskutiert werden! Ist doch super, wenn man ein bißchen über den Tellerrand hinausschaut und gute Infos zeitnah bekommt.
Oder Solar Millennium?
Optionen
| Boardmail an "s.wonder" |
Wertpapier: Trina Solar |
Shares of Chinese solar energy companies are rallying after two of the names in the sector announced significant deals. WHAT'S NEW: Yingli Green Energy (YGE) announced that it had made a deal with China National Nuclear Corporation to develop and construct distributed generation solar projects across China. Under a framework agreement previously signed by Yingli and China National Nuclear, the joint venture launched by the companies is expected to develop solar projects that will generate 500 megawatts of solar energy across China, Yingli stated. Meanwhile Canadian Solar (CSIQ), which has offices in both Canada and China, announced that it would supply 84,480 solar modules for four utility scale solar projects that will generate 25.3 megawatts of energy in North Carolina. ANALYST REACTION: In a note to investors, Northland Securities wrote that Yingli's deal provides additional evidence that the Chinese government is committed to developing the Chinese solar industry and further growing the Chinese solar market. Meanwhile, the firm views Canadian Solar's deal as positive for the company, as it will increase the company's 2014 module sales by about 1%. Northland has Outperform ratings on both stocks. PRICE ACTION: In mid-afternoon trading, Yingli Green jumped 9.5% to $7.15 and Canadian Solar rose 7.5% to $38.40. Other Chinese solar companies also advanced, with Trina Solar rising 3.2% to $16.50, China Sunergy (CSUN) rising 3% to $7.20, and Daqo New Energy (DQ) advancing 4.2% to $41.70.
http://www.theflyonthewall.com/permalinks/...fter-new-deals-announced
Chinese solar makers gained in New York as Yingli Green Energy Holding Co. rallied to a 10-week high after Deutsche Bank AG raised the sector"s growth outlook and Goldman Sachs Group Inc. called the industry "attractive."
The Bloomberg China-US Equity Index of the most-traded Chinese stocks in the U.S. climbed 0.9 percent to 103.14 yesterday, halting a three-day slump. Yingli Green, the biggest solar-panel maker, jumped 8.4 percent and Trina Solar Ltd. (TSL) advanced for a fourth day. YY Inc. (YY) surged 8.4 percent and Melco Crown Entertainment Ltd. (MPEL) rose to a record after Citigroup Inc. said gambling revenue will rise in 2014.
Deutsche Bank increased its demand projection for this year and 2015 by about 4 percent and 8 percent, respectively, while Goldman initiated coverage of the sector following three years in which Chinese solar companies posted losses amid overcapacity and smaller subsidies. Yingli Chief Financial Officer Wang Yiyu said yesterday that he expects the company to post its first profit in three years as early as next quarter as demand climbs and cost controls show results.
This year "will be a year of strongly rising demand," Jenny Chase, head of solar analysis at researcher Bloomberg New Energy Finance, said by e-mail. "Chinese manufacturers are benefiting from both the strong new domestic market and rising global demand."
The iShares China Large-Cap ETF, the largest Chinese exchange-traded fund in the U.S., added less than 0.1 percent to $36.02 in New York after a three-day slump. The Standard & Poor"s 500 Index advanced 0.6 percent as hospital and health-insurance stocks rallied ahead of Friday"s employment report and the start of fourth-quarter earnings season this week.
Profit Margins
Yingli"s American depositary receipts rose to $7.08, the highest price since Oct. 24. The ADRs have rallied 40 percent this year, after gaining 115 percent in 2013. Trina Solar"s ADRs advanced 3.1 percent to $16.51, the highest since Nov. 13.
Yingli, which last reported a quarterly profit in the three months through June 2011, expects margins to "recover to the levels of traditional or large-scale manufacturing industries," CFO Wang said.
That means a gross margin of about 16 percent and a net income margin of 3 percent to 5 percent, compared with Yingli"s gross margin of 13.7 percent and net margin of minus 6.5 percent in the third quarter of 2013, data compiled by Bloomberg show.
Baoding, China-based Yingli agreed last week to form a venture with China"s Datong Coal Mine Group to develop solar plants in Shanxi province. The partners plan to build 100 megawatts of solar farms this year, according to CFO Wang, who said such tie-ups are a low-cost way to increase sales for manufacturers.
Gambling Growth
Yingli said yesterday it agreed to a venture with China National Nuclear Corp. to develop 500 megawatts of distributed-generation projects, or small-scale power production near the point of use.
Melco Crown, which owns gambling facilities in Macau, the only Chinese city where casinos are legal, surged 4.2 percent to $41.84 in New York, the highest level since its U.S. trading started in 2006.
2014 will be a watershed year for Macau and U.S. gaming stocks, Anil Daswani, a Hong Kong-based analyst at Citigroup, wrote in a note dated Jan. 6. This is the first year since 2005 with no major casino opening in Macau to drain growth, Daswani said, setting its growth estimate for 2014 gross gambling revenue at 20 percent.
http://www.bloomberg.com/news/2014-01-07/...overnight.html?cmpid=yhoo
On Jan 7, Zacks Investment Research upgraded SunPower Corporation (SPWR) to a Zacks Rank #1 (Strong Buy).
Why the Upgrade?
SunPower has been witnessing rising earnings estimates on the back of strong third-quarter 2013 results. Moreover, this well-known solar technology and energy services provider delivered positive earnings surprises in 3 of the last 4 quarters with an average beat of 123.11%.
SunPower posted third quarter adjusted earnings per share of 33 cents compared with a loss of 5 cents per share in the year-ago quarter. Earnings also comfortably surpassed the Zacks Consensus Estimate of 24 cents. The upbeat results were backed by strong demand for its unique, cost effective, high efficiency products in utility, commercial and residential projects.
Following third-quarter results, the Zacks Consensus Estimate for 2013 rose by 2 cents to $1.19 per share over the last 60 days. For 2014, the Zacks Consensus Estimate increased 5 cents to $1.19 per share over the same time frame.
Increased focus in the U.S. on green energy will see more and more power being produced from solar cells. The high conversion capacity of SunPower’ solar panels will play a vital role in the U.S. solar industry.
Again, SunPower’s consistent research and development efforts to improve solar cell efficiency have yielded positive results. The solar panels produced by the company have one of the highest conversion rates and generate more than 50% energy than conventional panels. The company also indicated earlier that it remains on track to curtail its operational expenses year over year.
Moreover, SunPower’s strategic decision to produce solar panels from low-cost production regions like the Philippines and Malaysia gives it an added cost advantage over its solar cell manufacturing peers.
For 2013, SunPower expects revenues in the range of $2,520.0 million to $2,570.0 million and gross margin in the 19.0% to 20.0% band. The company expects earnings per share in the range of $1.30 to $1.50. Moreover, it expects to contribute 1.0 gigawatt (:GW) to 1.3 GW of clean energy generation.
We believe these strong fundamentals have led to the rank upgrade.
Other Stocks to Consider
Besides SunPower, other companies in the same sector that are worth considering include JinkoSolar Holding Co., Ltd. (JKS), First Solar Inc. (FSLR) and Trina Solar Limited (TSL). While JinkoSolar sports a Zacks Rank #1, First Solar and Trina Solar carry a Zacks Rank #2 (Buy).
http://finance.yahoo.com/news/sunpower-strong-buy-202003492.html