B**********r
发帖数: 7517 | 1 LDK/STP/CSUN/HSOL/CSIQ/JASO/TSL/SOL/YGE |
r*m
发帖数: 16380 | |
B**********r
发帖数: 7517 | 3 帮主威武。
【在 r*m 的大作中提到】
: 你不服吗？
|
c****7
发帖数: 4192 | 4 爽
【在 B**********r 的大作中提到】
: LDK/STP/CSUN/HSOL/CSIQ/JASO/TSL/SOL/YGE
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g*****a
发帖数: 1692 | |
p**y
发帖数: 7407 | |
f****n
发帖数: 3036 | 7 CSIQ会成为中概太阳能中第一个恢复盈利的。
CSIQ的projects模式更接近FSLR，SPWR。
盘子很小，2014年保守估计EPS在$3以上。 |
f****n
发帖数: 3036 | 8 其他中概太阳能其实也不错，不要买垃圾股LDK & STP上升潜力会很有限。偶只持有
CSIQ，分
享一下偶两星期前写的一点东西，不好意思是英文的，发在一个英文论坛上的。
I will keep holding my csiq. Reasons are:
1 panel making biz is too crowded. Profit will be limited if there are any
to make this year.
2 even at similar gross margin, projects will provide much high net margin
impact because more than 3 times asp tha panel and similar opex per watt.
This willl help expand net margin greatly. The reason it's harder and harder
for panel maker to make money is that panel becomes cheaper but opex per
watt still pretty much same. This means higher gross margin needed to break
even than before.
3 focus on high margin area （like Japan), not just driving volume like yge.
Once consumers get used to low price, they associate your brand with lower
price/brand/quality and it's hard to raise the price again.
4 more options to fix balance sheet. Some ppl would say csiq is over valued
than sol. But i think good size market cap is a good thing for csiq since
they can minimize dilution effect if they want to issue more shares. Some
companies that has streesed market cap has no option but to dilute big time
if they need the cash. 在写这篇文章10天后，CSIQ发布了200M shelf registration
. 当然现在看时机很不错。
5 project pipeline is much closer to competitve advantage than low cost
since it is hard to copy in short time and needs brand, experience to
devlope. Csiq has made great effort to this path for years and finnaily it
is there to enjoy the benefits of steady project profit.
6 excellent mangement. There was a interview of qu several years ago showing
great visibility of qu. He said he was totally fine with some companies
making 30% gm while csiq was making 20% at that time since he chose another
path and he had strong belief csiq will generate more value for shareholders
in the end. On the contrary, some companies just move to whatever value
chain part to make quick money. Csiq is consistent withit's vision and aim
for long term profit.
有兴趣的可以一起讨论一下，偶持有CSIQ有段时间了，可能还会一直持有下去。 |
g*****a
发帖数: 1692 | 9 目前CSIQ价钱会不会拉得太高了，赶上Telsa了 |
B**********r
发帖数: 7517 | |
C**Q
发帖数: 162 | 11 任何事情都不要想得太美好。 我从2.2买的 CSIQ，一路买进卖出，最近大幅卸货。 到
今天只剩 10%了。
CSIQ 是前阶段的中概太阳能龙头无疑，但是龙头也不可能一直飙下去。飙到一定份上
，相比其它股票市价太高，迟早会歇歇。 这个时候，期待有个龙二跑出来。
我看好 TSL 会是龙二。STP 也许会出人意料，不过这个赌博成风巨多。
harder
【在 f****n 的大作中提到】
: 其他中概太阳能其实也不错，不要买垃圾股LDK & STP上升潜力会很有限。偶只持有
: CSIQ，分
: 享一下偶两星期前写的一点东西，不好意思是英文的，发在一个英文论坛上的。
: I will keep holding my csiq. Reasons are:
: 1 panel making biz is too crowded. Profit will be limited if there are any
: to make this year.
: 2 even at similar gross margin, projects will provide much high net margin
: impact because more than 3 times asp tha panel and similar opex per watt.
: This willl help expand net margin greatly. The reason it's harder and harder
: for panel maker to make money is that panel becomes cheaper but opex per
|
X*********r
发帖数: 11803 | 12 大牛厉害
★ 发自iPhone App: ChineseWeb 7.8
【在 B**********r 的大作中提到】
: LDK/STP/CSUN/HSOL/CSIQ/JASO/TSL/SOL/YGE
|
