n******n
发帖数: 12088 | 1 【 以下文字转载自 EEInvestor 俱乐部 】
发信人: newgumin (新股民), 信区: EEInvestor
标 题: FSLR hit big after ER
发信站: BBS 未名空间站 (Tue Feb 23 12:28:23 2010, 美东)
Even if the growth outlook is not as strong as b/4, its PE now is only 14,
the lowest in the sector, and has healthy financial data.
However, it is hit biggest. Is there any specific reason?
BTW, given the outlook from FSLR, CSIQ,and Q-cell, I doubt TSL will give a
good ER. Time to buy some put? |
b*******e
发帖数: 24532 | 2 if the earning is negative, 14 is big enough
【在 n******n 的大作中提到】
: 【 以下文字转载自 EEInvestor 俱乐部 】
: 发信人: newgumin (新股民), 信区: EEInvestor
: 标 题: FSLR hit big after ER
: 发信站: BBS 未名空间站 (Tue Feb 23 12:28:23 2010, 美东)
: Even if the growth outlook is not as strong as b/4, its PE now is only 14,
: the lowest in the sector, and has healthy financial data.
: However, it is hit biggest. Is there any specific reason?
: BTW, given the outlook from FSLR, CSIQ,and Q-cell, I doubt TSL will give a
: good ER. Time to buy some put?
|
n******n
发帖数: 12088 | 3 of course not. it's still an ok ER, and its pe lowest in solar. if it's
overpriced, others are much more too and should have dropped more.
【在 b*******e 的大作中提到】
: if the earning is negative, 14 is big enough
|
b*******e
发帖数: 24532 | 4 see see ldk, you will see how FSLR will do in the future.
【在 n******n 的大作中提到】
: of course not. it's still an ok ER, and its pe lowest in solar. if it's
: overpriced, others are much more too and should have dropped more.
|
n******n
发帖数: 12088 | 5 ldk's problem is different and serious. it borrowed too much debt to expend
in the bubble time, and its capital chain is so tight to almost break.
check fslr's current ratio, it's much higher than the 2nd best in the sector.
【在 b*******e 的大作中提到】
: see see ldk, you will see how FSLR will do in the future.
|
b*******e
发帖数: 24532 | 6 how do you think the cost by FSLR can compete with LDK or STP?
you can buy FSLR more , even I will do sometimes, but not FA issue.
Solar as an alternative energy will be dead as too many chinese companies
there.
When STP built plants in US, FSLR is time to have funreal.
expend
sector.
【在 n******n 的大作中提到】
: ldk's problem is different and serious. it borrowed too much debt to expend
: in the bubble time, and its capital chain is so tight to almost break.
: check fslr's current ratio, it's much higher than the 2nd best in the sector.
|
g*q
发帖数: 26623 | 7 目前全球碲的年产量是2-300吨，因为是伴生矿，提高产量的难度很大。FSLR 每1GW要
用掉大约100吨，目前FSLR的产能1.5GW左右。
expend
sector.
【在 n******n 的大作中提到】
: ldk's problem is different and serious. it borrowed too much debt to expend
: in the bubble time, and its capital chain is so tight to almost break.
: check fslr's current ratio, it's much higher than the 2nd best in the sector.
|
g*****u
发帖数: 14294 | |
n******n
发帖数: 12088 | 9 i think u should learn more about this sector b/4 jumping to the conclusion.
the core tech is different b/w fslr and stp, and ldk's competitor is sol and wfr.
"made in china" doesn't always mean cheaper. in addition, plant in us doesn'
t reduce making cost.
【在 b*******e 的大作中提到】
: how do you think the cost by FSLR can compete with LDK or STP?
: you can buy FSLR more , even I will do sometimes, but not FA issue.
: Solar as an alternative energy will be dead as too many chinese companies
: there.
: When STP built plants in US, FSLR is time to have funreal.
:
: expend
: sector.
|
n******n
发帖数: 12088 | 10 solar has little corr with dow.
【在 g*****u 的大作中提到】
: 别瞎折腾了，你看好SOLAR，不如买DOW。
|
|
|
n******n
发帖数: 12088 | 11 this is a valid point if true.
【在 g*q 的大作中提到】
: 目前全球碲的年产量是2-300吨，因为是伴生矿，提高产量的难度很大。FSLR 每1GW要
: 用掉大约100吨，目前FSLR的产能1.5GW左右。
:
: expend
: sector.
|
b*******e
发帖数: 24532 | 12 看来你不明白plant in us 意味着什么吧。
如果让华为在北美建厂，你觉得意味着什么？
conclusion.
and wfr.
doesn'
【在 n******n 的大作中提到】
: i think u should learn more about this sector b/4 jumping to the conclusion.
: the core tech is different b/w fslr and stp, and ldk's competitor is sol and wfr.
: "made in china" doesn't always mean cheaper. in addition, plant in us doesn'
: t reduce making cost.
|
c**2
发帖数: 8496 | 13 solar is not a good choice unless you plan to hold long. For shorter
traders like me (holding a stock from days to a few weeks) It's hard to
earn any money, and if you experience one steep drop, it will take too long
to recover. |
n******n
发帖数: 12088 | 14 there's no barrier for stp to set up us plant.
diff story to huawei. don't mix them up. u really know the reason huawei can
't break in us market?
【在 b*******e 的大作中提到】
: 看来你不明白plant in us 意味着什么吧。
: 如果让华为在北美建厂，你觉得意味着什么？
:
: conclusion.
: and wfr.
: doesn'
|
b*******e
发帖数: 24532 | 15 为什么没有barrier? 那你说为什么联想不跑过来建厂阿？
你只看current ratio一点意义都没有，你看到了ratio的trend了 吗 ？
can you see any chinese company has been sucessfully built plants here?
Ratio doesn't mean anything by comparing itself when the trend changes.
Total Revenue 480,851 525,876 418,208 433,651
Cost of Revenue 235,858 227,780 182,924 199,725
Gross Profit 244,993 298,096 235,284 233,926
Operating Income or Loss 162,791 204,041 168,056 161,328
can
【在 n******n 的大作中提到】
: there's no barrier for stp to set up us plant.
: diff story to huawei. don't mix them up. u really know the reason huawei can
: 't break in us market?
|
g*****u
发帖数: 14294 | 16 我讲的是TICKER DOW。Dow Chemical， that is.
Still thinks little corr?
【在 n******n 的大作中提到】
: solar has little corr with dow.
|
b*******e
发帖数: 24532 | 17 my main purpose is to warn you not to jump into solar sector, but it is your
choice .
can
【在 n******n 的大作中提到】
: there's no barrier for stp to set up us plant.
: diff story to huawei. don't mix them up. u really know the reason huawei can
: 't break in us market?
|
n******n
发帖数: 12088 | 18 why should lenovo set up plant here? mainland and taiwan much cheaper. ur
point really confusing.
china plant not built b/c not profitable. there's no political/legal barrier
like huawei.
talking about trend, china players also worse.
【在 b*******e 的大作中提到】
: 为什么没有barrier? 那你说为什么联想不跑过来建厂阿？
: 你只看current ratio一点意义都没有，你看到了ratio的trend了 吗 ？
: can you see any chinese company has been sucessfully built plants here?
: Ratio doesn't mean anything by comparing itself when the trend changes.
: Total Revenue 480,851 525,876 418,208 433,651
: Cost of Revenue 235,858 227,780 182,924 199,725
: Gross Profit 244,993 298,096 235,284 233,926
: Operating Income or Loss 162,791 204,041 168,056 161,328
:
: can
|
n******n
发帖数: 12088 | 19 dunno. know little about it.
【在 g*****u 的大作中提到】
: 我讲的是TICKER DOW。Dow Chemical， that is.
: Still thinks little corr?
|
n******n
发帖数: 12088 | 20 i'd see some solid analysis.
even throwing coin can get right conclusion with 50% chance.
your
【在 b*******e 的大作中提到】
: my main purpose is to warn you not to jump into solar sector, but it is your
: choice .
:
: can
|
b*******e
发帖数: 24532 | 21 your chance to win is less than 50% if you buy and hold solar stocks
according to my opinion. hehe
It is buy and wipeout.
【在 n******n 的大作中提到】
: i'd see some solid analysis.
: even throwing coin can get right conclusion with 50% chance.
:
: your
|
