|
|---|
|
|
|
|
|
L********3
发帖数: 2272 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: babycrynot (不哭的小孩儿), 信区: Stock
标 题: 响应版主号召，我来荐两个股。
发信站: BBS 未名空间站 (Sat May 22 23:02:20 2010, 美东)
STP和AGO.
STP目前看来还是国内太阳能产业的领头羊，之前的预ER非常好，只是赶上这轮欧洲危
机，所以股价大受打击，现在是进场的好机会。本人$10.4进场， $9.1补仓，目前成本
在9.5左右。
AGO和MBI, ABK都是以给Bond做insurance 为主的公司，ABK的主要盈利子公司已经被收
走，MBI的巨额亏损也把公司推向破产边缘，上季度唯一出现销售/盈利增长的就是AGO,
ABK和MBI的生意份额正在逐步减少。 本人$18.5进场，$16.5补仓， $14.5补仓，成本
大概在$15.8附近。
两个股票今年都应该有25-50%的增长潜力，大家可以考虑一下。 | u*****n
发帖数: 778 | 2 这两个他都买了吧，都入水了吧？
反弹还是买好股票的好 | y***q
发帖数: 4147 | | L********3
发帖数: 2272 | 4 不过感觉stp以及太阳能下周能涨涨，就是不知道是不是昙花一现
【在 y***q 的大作中提到】
: 有风险的股票，再便宜也不买
| u*****n
发帖数: 778 | 5 发信人: Nanji (南极), 信区: pennystock
标 题: 太阳能 Solar Surge A False Dawn
发信站: BBS 未名空间站 (Sat May 15 22:13:05 2010, 美东)
摘要：
1. 太阳能目前的反弹是假象.
2. FA不好，原因如下:
a.欧洲削减补助.德国和西班牙，第一季度的好业绩是大家在补助消减的政策实施以
前提前买入而造成的.
b. 市场期待法国，中国，意大利，美国等国家可以提振太阳能. 但是如果期待落空
的话，会在去年价格下跌40%的基础上，再跌20%.
c.产能过剩严重
d. 如果美国政府的补贴在今年年底到期以后还能继续延续并且可持续能源标准实施
的话，美国的市场可以继续增长到2011甚至以后
3.淘汰弱者对整个市场长远是有好处的
http://stocks.investopedia.com/stock-analysis/2010/Solar-Surge-A-False-Dawn-ENER-LDK-STP-SOL-JASO-ESLR-SPWRA0513.aspx?partner=YahooSA
Tickers in this Article: ENER, ESLR, JASO, LDK, SOL, SPWRA, STP
A raft of better-than-expected earnings reports coming out of the solar
panel sector recently raised hopes that the tide may now be turning for this
battered group. Shares of panel producers like Energy Conversion Devices (
Nasdaq:ENER), LDK Solar (NYSE:LDK), Suntech Power (NYSE:STP) and Renesola
Ltd. (NYSE:SOL) each gained more than 10% in a single trading session while
JA Solar Holdings (Nasdaq:JASO) also showed solid performance.
Get Free Stock Analysis By Email
IN PICTURES: 10 Ways To Prepare For Nature's Worst
Such dramatic moves have raised investors hopes that the long steady decline
experienced by many solar stocks over the past year could now be in the
process of reversing trend.
Upbeat Quarterly Results Just A False Dawn
But while chart watchers may be encouraged by the price action, those
preferring to take a fundamental view of the group have little reason to be
optimistic that a turnaround is in the cards. The grim fundamentals now
faced by the industry suggest that the recent bounce off the bottom could be
nothing more than a false dawn.
While the first-quarter results reported by many of the solar panel makers
beat analysts' expectations, many industry watchers see this as nothing more
than the consequence of a roll-forward of orders by European buyers keen to
take advantage of existing government subsidies before they're cut.
Eurozone Solar Subsidies Slashed
As is typically the case with many emerging industries, a degree of
government support was necessary to kick start things for the solar sector.
Over the last few years that support came in the form of government
subsidies in two of the largest markets for solar panels: Germany and Spain.
Now those subsidies are set to come down. Just recently, the German
Parliament voted to cut subsidies by 16% beginning this July. Last year,
Germany accounted for half of global solar panel sales.
And Spanish authorities are busy negotiating cuts to subsidies with existing
power producers that have yet to be paid out. Now totaling over 16 billion
euros, it's a huge and growing off-balance sheet liability for the Spanish
government who must now cut costs or face the prospect of seeing its credit
rating sink to junk status in spite of recent pledges of financial support
from other eurozone countries.
New Panel Glut Could Drop Price Further
With the potential loss of a fair chunk of business from their number one
and two markets later this year, panel makers have been hoping that sales to
other countries like France, Italy, Japan, China and the U.S could take up
the market slack lost to Germany and Spain. If that doesn't happen, then the
ensuing glut of panels could prompt another 20% drop in panel prices on top
of the 40% plunge experienced last year. It's a scenario that's currently
being anticipated by U.S. producers Evergreen Solar (Nasdaq:ESLR) and
SunPower (Nasdaq:SPWRA).
U.S. markets would have a chance at continued growth on into 2011 and beyond
, if federal grants, which expire at the end of this year, were extended,
and a nationwide renewable energy standard were adopted.
The Bottom Line
With the subsidy training wheels now set to come off, the back half of 2010
will not be a happy time for the solar industry. But it could set the stage
for a much more sustainable industry dynamic once the much needed cull of
weaker players takes place. (Put a little green in your wallet by investing
in these growing areas. For more information, read Top 10 Green Industries.)
Use the Investopedia Stock Simulator to trade the stocks mentioned in this
stock analysis, risk free!
By Eugene Bukoveczky
Eugene Bukoveczky is a freelance writer and investment researcher. He holds
a CFA designation and has spent several decades working in the investment
business in places like Toronto, New York, London and Dubai. He currently
resides in Nova Scotia, where, when not writing, he devotes his time to
chopping wood, growing his own vegetables, riding his bike to the store, and
thinking about other ways to reduce his carbon footprint.
Buzz up! | L********3
发帖数: 2272 | 6 o8不是也支持太阳能的吗，国会对renewable energy 的拨款从去年开始大大的增加了
，DOE对这方面的资助力度也大大增加了。 | u*****n
发帖数: 778 | 7 你仔细看看欧洲的原因，还有欧元贬值的原因
【在 L********3 的大作中提到】
: o8不是也支持太阳能的吗，国会对renewable energy 的拨款从去年开始大大的增加了
: ，DOE对这方面的资助力度也大大增加了。
| c*******r
发帖数: 6971 | 8 还不如看看美国有没有高铁类相关的股票
08不也支持高铁吗？
问题是08的支票太多了，要找那些不至于弹票的。。。
【在 L********3 的大作中提到】
: o8不是也支持太阳能的吗，国会对renewable energy 的拨款从去年开始大大的增加了
: ，DOE对这方面的资助力度也大大增加了。
|
|
|
|
|
|
|
