n******n
发帖数: 12088 | 1 太阳能第一炮打哑了。
下一个看龙头FSLR和新贵TSL的，2/24。 |
L****a
发帖数: 572 | 2 Sales and gross profit is not bad, which means the wafer and sillicon
business is turning back, although may be temporary.
But it's quite strange the SG&A cost is much higher.
I am confused. |
J******s
发帖数: 913 | 3 SOLR reported first yesterday, and beat all estimates.
SOLR supplied equipments to many Chinese solar companies. You can expect the
industry is fine.
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
|
n******n
发帖数: 12088 | 4 their market cap too small. not influential enough.
the
【在 J******s 的大作中提到】
: SOLR reported first yesterday, and beat all estimates.
: SOLR supplied equipments to many Chinese solar companies. You can expect the
: industry is fine.
|
J******s
发帖数: 913 | 5 You must be kidding. Are you saying YGE/CSIQ are not influential either?
Their market caps are small too.
WFR has been a much less visible player in the space, and is never a good
indicator of the sector performance.
【在 n******n 的大作中提到】
: their market cap too small. not influential enough.
:
: the
|
n******n
发帖数: 12088 | 6 yge is big (2b).
csiq is small. so do those sol/csun/hoku/jaso etc.
i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
speculation list.
not understand why tsl so good in the past yr.
【在 J******s 的大作中提到】
: You must be kidding. Are you saying YGE/CSIQ are not influential either?
: Their market caps are small too.
: WFR has been a much less visible player in the space, and is never a good
: indicator of the sector performance.
|
J******s
发帖数: 913 | 7 You did not do research on them. To understand TSL, check the EPS, profit
margin, good management, etc. I have been following every of the 20 solar
components in TAN for 1.5 years, EVERYDAY.
【在 n******n 的大作中提到】
: yge is big (2b).
: csiq is small. so do those sol/csun/hoku/jaso etc.
: i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
: speculation list.
: not understand why tsl so good in the past yr.
|
n******n
发帖数: 12088 | 8 cool. can u share?
their financial ratio is not so impressive to me: current ratio 1.45 vs fslr
3.4. pe 30 vs fslr 15. what's their edge compared with yge and stp?
【在 J******s 的大作中提到】
: You did not do research on them. To understand TSL, check the EPS, profit
: margin, good management, etc. I have been following every of the 20 solar
: components in TAN for 1.5 years, EVERYDAY.
|
n******n
发帖数: 12088 | 9 大盘配合，今天可跌惨啦。
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
|
n******n
发帖数: 12088 | 10 just find institution holding 90% of wfr.
【在 n******n 的大作中提到】
: 大盘配合，今天可跌惨啦。
|
n******n
发帖数: 12088 | 11 today 52-wk low w/ huge volume. last march's bottom broken.
【在 n******n 的大作中提到】
: just find institution holding 90% of wfr.
|
n******n
发帖数: 12088 | 12 nice rebounce after cs upgrade.
【在 n******n 的大作中提到】
: today 52-wk low w/ huge volume. last march's bottom broken.
|
g***l
发帖数: 18555 | 13 太阳能Q4应该还可以,不过在大盘下石油降价的大背景下,只能是石沉湖底 |
