f**********g
发帖数: 2252 | 1 Why LDK Solar Shares Will Double This Year
January 25, 2011
about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
The Boston Consulting Group (BCG) released a report on January 18, 2011
titled, “Companies on the Move – Rising Stars from Rapidly Developing
Economies Are Reshaping Global Industries”:
In the latest report, BCG identifies 23 new fast-growing companies. The new
global challengers replace those that may have suffered or lost their way
during the Great Recession or that may not be expanding as quickly as this
year’s listed companies are.
The 100 challenger companies grew annually by 18 percent and averaged
operating margins of 18 percent from 2000 through 2009. During this period,
the annualized total shareholder return of the global challengers that were
publicly listed was 17 percent. If the challengers continue on their current
growth path, they could collectively generate $8 trillion in revenues by
2020—an amount roughly equivalent to what the S&P 500 companies generate
today.
I couldn’t help but notice LDK Solar (LDK) is listed as 1 of 23 newcomers
in the world. You can find LDK mentioned in this report on pages 13 and 14.
If we cross-examine the report criteria along with LDK Solar’s recent
guidance for 2011, we confirm revenue doubling again:
For fiscal year 2011, LDK Solar expects revenue in the range of $3.5 to $3.7
billion (source), wafer shipments of 2.7 to 2.9 gigawatts (GW), module
shipments of 800 MW to 900 MW, in-house polysilicon production of 10,000 MT
and 11,000 MT, in-house cell production between 500 MW and 600 MW, and gross
margin between 23.0% and 28.0%. The Company’s prior guidance for fiscal
year 2011 was revenue of $2.9 to $3.3 billion, wafer shipments of 2.5 GW to
2.8 GW, and module shipments of 700 MW to 800 MW, in-house polysilicon
production between 9,000 MT and 10,000 MT, in-house cell production between
400 MW and 500 MW, and gross margin between 22.0% and 28.0%.
About BCG:
From its main web page:
BCG is a global management consulting firm and the world's leading advisor
on business strategy. We partner with clients in all sectors and regions to
identify their highest-value opportunities, address their most critical
challenges, and transform their businesses.
Our customized approach ensures that our clients achieve sustainable
competitive advantage, build more capable organizations, and secure lasting
results. We seek to be agents of change—for our clients, our people, and
society broadly.
What isn’t so obvious in this report is that LDK Solar is the ONLY solar
company identified as a newcomer. Sure Suntech (STP) is in the group, but
LDK Solar dwarfs STP. LDK weighs in at 3 GW of wafer capability. LDK is
building a 1.5 GW cell/module plant in Hefei (1 GW Cells, 500 MW modules)
that appears will be mechanically complete in just a few months and fully
ramped mid-year. That would suggest around 500 MW of cells added and 250 MW
of modules on top of existing capability.
I wanted to see what likely additional revenue this may add. So I chose some
price targets.
Let’s say Cells go for $1.20 and Modules for $1.70 in 2011. That would
translate to 600 M + 425 M respectively for over $1 billion in additional
revenue (It is confirmed in Link 5). Think about it for a minute. That is
additional, for just a half years production. LDK just gave 2010 Q4 Revenue
Guidance at $870 – $910 M. Now if it can do this in Q4 on a polysilicon
plant that is still ramping and adding profit, without the Hefei Cell and
Module plant, then going forward, $900 million per quarter should be
reasonable without the Hefei $1B adder.
I trust you followed this reasoning to its logical conclusion. (4 quarters x
900 M per Quarter + 1 billion in Hefei)
I think LDK guided low for 2011. Try $4.6 billion as the math suggests,
excluding additional polysilicon and PV Parks for a bit of conservatism. Let
’s hope margin guidance holds at 25%.
Can LDK Solar gross profits exceed $1.1 billion?
It is my opinion, LDK solar will move in the next year to be the number two
PPS valued solar company right behind First Solar (FSLR) within the year.
The numbers suggest slightly less than FSLR current full year EPS. The
difference is that FSLR trades around $150.00 and LDK under $15.00! I see
tremendous value here.
Anyone interested in a 600+% upside? Volume and PPS direction of late
suggests others are.
Okay, let’s insure I maintain credibility and back this bull perspective
down because things do happen… So here is my published watered down bull
opinion on the matter:
I definitely believe LDK solar will double from current levels within 12
months and BCG did their homework. Do you? You should be happy to know that
around 15 million shorts have not gotten the clue either. I’m interested in
your opinions.
BCG sources: I,II, III
Disclosure: I am long LDK.
Disclaimer: Forward-looking statements made herein involve known and unknown
risks and uncertainties and are based on information found primarily in the
links provided and other historical data found in public domain. At times,
mathematical relationships are used for comparisons which may be in error or
incomplete. As such, no guarantee of accuracy or investment gain or loss
can be made. The reader or investor bares sole responsibility for their
actions. As of the date of this article, the author has less than 5,000
shares of LDK Solar. | f**********g
发帖数: 2252 | 2 Solar Winners: First Solar, LDK
By Eric Rosenbaum 01/24/11 - 07:20 PM EST
http://www.thestreet.com/_yahoo/story/10983623/1/solar-winners-
2 CommentsAdd CommentStock quotes in this article:FSLR, LDK, TSL NEW YORK (
TheStreet) -- Shares of Chinese solar company LDK Solar(LDK_) and First
Solar(FSLR_) led a continued rally in solar shares on Monday. LDK Solar was
up 10% and back near a 52-week high level, while First Solar was charting
new territory, surpassing its highest share price in a year and a half and
hitting an intra-day high above $157, as Goldman Sachs added the U.S. solar
bellwether to its conviction buy list.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR UPLDK Solar Company Ltd.| LDK UPTrina Solar Limited|
TSL UP
It wasn't just a rally day for solar, with many stocks continuing to surge
back towards 52 week high levels, like Trina Solar(TSL_), but across-the-
board big trading days. Twice the average daily volume was the norm for
solar stocks on Monday. In the case of LDK Solar, more than 16 million
shares were traded, versus an average daily volume of less than 5 million
shares.
Implicit in the Goldman Sachs upgrade of First Solar was a "long-term
structural thesis" about the solar bellwether. Therein lies the problem for
any solar stock and any potential solar investors. Solar stocks have been
anything but long-term investments, with fast money and sentiment shifts
dominating sector action.
Analysts are working overtime to make the case for solar as a "here to stay"
long-term sector, but even if that's a compelling case measured in years,
it doesn't mean that in the coming months there won't be one more turn back
to the negative in solar trading.
Solar stocks are up for a variety of good reasons. For one, multiples had
fallen to extremely low levels, with many Chinese stocks trading at five
times earnings, or even less, and the group as a whole at 10 times or under,
with the exception of First Solar. Even getting back near the $30 level,
Trina Solar is still trading at below 10 times earnings.
There was room to move up for stocks which had experienced significant
multiple compression in 2010. In 2010, earnings improved along with the
global demand outlook, yet multiples compressed regardless. It's always
about what's next on the horizon in solar, and when the present is all
bullishness, it's often meant in the past that the horizon is darkening.
It's not just multiple compression that's part of the fuel for the rebound
in solar. There are three historical triggers for bullish solar trading that
have converged currently: the euro, subsidy risk alleviating, and the price
of oil.
The euro -- which some solar analysts will tell you can be overlaid with a
chart of Chinese solar stocks -- is resurgent, and hit its highest level in
months on Monday, above $1.36. The euro is now trading at a level higher
than anyone, including the solar companies, predicted for the first quarter
of 2011.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR LDK Solar Company Ltd.| LDK Trina Solar Limited| TSL
UPThe price of oil has always been a trigger for bullishness about solar,
too, and while the price of oil has actually come down since its highs in
December, when oil was surging above $90 the euro was still declining, and
fears of a German cap on solar installations was high -- Germany politicians
and the solar industry are working on an agreement about a mid-year cut in
solar subsidies to avoid a hard cap on installations.
This is the first time that a healthy euro, German solar risk lessening, and
relatively high price of oil have converged.
The solar sector typically trades up on big days for the Nasdaq, too, and on
Monday the Nasdaq was the leading market index, up 1.4%.
Nevertheless, the issue for investors is whether the latest rally in solar
is just one more churn in the cycle of exaggerated lows and quickly given-
back highs for the sector. Are solar stocks simply being set up for the next
profit-taking decline, or has a fundamental change taken place regarding
the solar stock outlook?
All the solar stocks may be racing ahead, but Pavel Molchanov, analyst at
Raymond James, said he remains cautious, with no solar stocks at a strong
buy, and only four of the 10 solar stocks he covers rated outperform -- JA
Solar(JASO_), Trina Solar(TSL_) and GT Solar(SOLR_) among them.
For the Raymond James analyst, there's still a gap between the long-term
structural thesis in solar and the nature of sentiment shifts in solar stock
trading, which as he noted, changes on a dime.
Molchanov said the price of oil shouldn't influence solar trading, but it
does. Likewise, Europe hasn't solved any of its economic problems, so the
euro is still just as likely to go south as to continue its rally. As far as
the recent news from Germany that there is a deal between the government
and the solar industry, the Raymond James analyst says he will believe it
when he sees it signed by parliament in Germany.
"None of the issues for the solar industry have gone away. There will be
overcapacity in 2011, ASPs are already declining, the euro remains volatile,
and government policy risks remain in many important solar markets,"
Molchanov said.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR LDK Solar Company Ltd.| LDK Trina Solar Limited| TSL
France began talking last week about a "tender" system for solar projects.
While details are scant, France can call it a "tender" but tender is just
another way of implementing a "cap" on solar. In Italy, if the rosiest
projects of a market above 3 gigawatts comes true in 2010, there's the
expectation of heightened political risk there, too.
"When trends are aligned like this, multiples expand, especially when
multiple were as low as they were. From a deep value perspective the
opportunity got attractive in solar, therefore sentiment has improved and we
are seeing multiple expansion, but the problems have not gone away,"
Raymond James' Molchanov added.
As solar stocks head into earnings season, expectations for a strong fourth
quarter are more or less similar to what expectations were in the third
quarter, when beating and raising meant little in terms of rallying solar
shares, with the outlook and management commentary the focus, and no
consistent sector trade either up or down.
With pricing already on the decline in the fourth quarter, and it far from a
scientific fact that the German mid-year cut will be a net positive for the
sector -- as opposed to causing a steeper-than-healthy pricing and margin
decline and making the cap argument in Germany a 2012 event -- it seems like
solar is right back where it usually is, in the throes of an all-or-nothing
moment.
The last time solar stocks had an "all" moment was in late October/early
November. That "all" moment lasted less than a month, when Trina Solar,
First Solar and many solar peer stocks declined by 20% to 25%.
One solar analyst who did not want to be quoted on the continued rally noted
that, "It's so short term with the outlook here, and people are probably
thinking that the second quarter will be better than previously thought
because of German pull in, but given how many variables of uncertainty there
are in solar, I'm not convinced. Let me say I haven't seen a rush of long-
only money coming in, and it still seems like a fast money trading vehicle
for now."
Solar bulls can argue that there is a long-term structural thesis supporting
solar as a buy, but the onus is on the stocks to prove that getting in at
52-week highs is supported by the trading history. That's one thing that
solar stocks haven't been able to prove in recent times. | r*****g
发帖数: 7139 | 3 老牛已经没有太阳能了,利好呀!
WFR
new
【在 f**********g 的大作中提到】
: Why LDK Solar Shares Will Double This Year
: January 25, 2011
: about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
: The Boston Consulting Group (BCG) released a report on January 18, 2011
: titled, “Companies on the Move – Rising Stars from Rapidly Developing
: Economies Are Reshaping Global Industries”:
: In the latest report, BCG identifies 23 new fast-growing companies. The new
: global challengers replace those that may have suffered or lost their way
: during the Great Recession or that may not be expanding as quickly as this
: year’s listed companies are.
| f**********g
发帖数: 2252 | 4 厚道｡
【在 r*****g 的大作中提到】
: 老牛已经没有太阳能了,利好呀!
:
: WFR
: new
| f******r
发帖数: 3363 | | f**********g
发帖数: 2252 | 6 Why LDK Solar Shares Will Double This Year
January 25, 2011
about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
The Boston Consulting Group (BCG) released a report on January 18, 2011
titled, “Companies on the Move – Rising Stars from Rapidly Developing
Economies Are Reshaping Global Industries”:
In the latest report, BCG identifies 23 new fast-growing companies. The new
global challengers replace those that may have suffered or lost their way
during the Great Recession or that may not be expanding as quickly as this
year’s listed companies are.
The 100 challenger companies grew annually by 18 percent and averaged
operating margins of 18 percent from 2000 through 2009. During this period,
the annualized total shareholder return of the global challengers that were
publicly listed was 17 percent. If the challengers continue on their current
growth path, they could collectively generate $8 trillion in revenues by
2020—an amount roughly equivalent to what the S&P 500 companies generate
today.
I couldn’t help but notice LDK Solar (LDK) is listed as 1 of 23 newcomers
in the world. You can find LDK mentioned in this report on pages 13 and 14.
If we cross-examine the report criteria along with LDK Solar’s recent
guidance for 2011, we confirm revenue doubling again:
For fiscal year 2011, LDK Solar expects revenue in the range of $3.5 to $3.7
billion (source), wafer shipments of 2.7 to 2.9 gigawatts (GW), module
shipments of 800 MW to 900 MW, in-house polysilicon production of 10,000 MT
and 11,000 MT, in-house cell production between 500 MW and 600 MW, and gross
margin between 23.0% and 28.0%. The Company’s prior guidance for fiscal
year 2011 was revenue of $2.9 to $3.3 billion, wafer shipments of 2.5 GW to
2.8 GW, and module shipments of 700 MW to 800 MW, in-house polysilicon
production between 9,000 MT and 10,000 MT, in-house cell production between
400 MW and 500 MW, and gross margin between 22.0% and 28.0%.
About BCG:
From its main web page:
BCG is a global management consulting firm and the world's leading advisor
on business strategy. We partner with clients in all sectors and regions to
identify their highest-value opportunities, address their most critical
challenges, and transform their businesses.
Our customized approach ensures that our clients achieve sustainable
competitive advantage, build more capable organizations, and secure lasting
results. We seek to be agents of change—for our clients, our people, and
society broadly.
What isn’t so obvious in this report is that LDK Solar is the ONLY solar
company identified as a newcomer. Sure Suntech (STP) is in the group, but
LDK Solar dwarfs STP. LDK weighs in at 3 GW of wafer capability. LDK is
building a 1.5 GW cell/module plant in Hefei (1 GW Cells, 500 MW modules)
that appears will be mechanically complete in just a few months and fully
ramped mid-year. That would suggest around 500 MW of cells added and 250 MW
of modules on top of existing capability.
I wanted to see what likely additional revenue this may add. So I chose some
price targets.
Let’s say Cells go for $1.20 and Modules for $1.70 in 2011. That would
translate to 600 M + 425 M respectively for over $1 billion in additional
revenue (It is confirmed in Link 5). Think about it for a minute. That is
additional, for just a half years production. LDK just gave 2010 Q4 Revenue
Guidance at $870 – $910 M. Now if it can do this in Q4 on a polysilicon
plant that is still ramping and adding profit, without the Hefei Cell and
Module plant, then going forward, $900 million per quarter should be
reasonable without the Hefei $1B adder.
I trust you followed this reasoning to its logical conclusion. (4 quarters x
900 M per Quarter + 1 billion in Hefei)
I think LDK guided low for 2011. Try $4.6 billion as the math suggests,
excluding additional polysilicon and PV Parks for a bit of conservatism. Let
’s hope margin guidance holds at 25%.
Can LDK Solar gross profits exceed $1.1 billion?
It is my opinion, LDK solar will move in the next year to be the number two
PPS valued solar company right behind First Solar (FSLR) within the year.
The numbers suggest slightly less than FSLR current full year EPS. The
difference is that FSLR trades around $150.00 and LDK under $15.00! I see
tremendous value here.
Anyone interested in a 600+% upside? Volume and PPS direction of late
suggests others are.
Okay, let’s insure I maintain credibility and back this bull perspective
down because things do happen… So here is my published watered down bull
opinion on the matter:
I definitely believe LDK solar will double from current levels within 12
months and BCG did their homework. Do you? You should be happy to know that
around 15 million shorts have not gotten the clue either. I’m interested in
your opinions.
BCG sources: I,II, III
Disclosure: I am long LDK.
Disclaimer: Forward-looking statements made herein involve known and unknown
risks and uncertainties and are based on information found primarily in the
links provided and other historical data found in public domain. At times,
mathematical relationships are used for comparisons which may be in error or
incomplete. As such, no guarantee of accuracy or investment gain or loss
can be made. The reader or investor bares sole responsibility for their
actions. As of the date of this article, the author has less than 5,000
shares of LDK Solar. | f**********g
发帖数: 2252 | 7 Solar Winners: First Solar, LDK
By Eric Rosenbaum 01/24/11 - 07:20 PM EST
http://www.thestreet.com/_yahoo/story/10983623/1/solar-winners-
2 CommentsAdd CommentStock quotes in this article:FSLR, LDK, TSL NEW YORK (
TheStreet) -- Shares of Chinese solar company LDK Solar(LDK_) and First
Solar(FSLR_) led a continued rally in solar shares on Monday. LDK Solar was
up 10% and back near a 52-week high level, while First Solar was charting
new territory, surpassing its highest share price in a year and a half and
hitting an intra-day high above $157, as Goldman Sachs added the U.S. solar
bellwether to its conviction buy list.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR UPLDK Solar Company Ltd.| LDK UPTrina Solar Limited|
TSL UP
It wasn't just a rally day for solar, with many stocks continuing to surge
back towards 52 week high levels, like Trina Solar(TSL_), but across-the-
board big trading days. Twice the average daily volume was the norm for
solar stocks on Monday. In the case of LDK Solar, more than 16 million
shares were traded, versus an average daily volume of less than 5 million
shares.
Implicit in the Goldman Sachs upgrade of First Solar was a "long-term
structural thesis" about the solar bellwether. Therein lies the problem for
any solar stock and any potential solar investors. Solar stocks have been
anything but long-term investments, with fast money and sentiment shifts
dominating sector action.
Analysts are working overtime to make the case for solar as a "here to stay"
long-term sector, but even if that's a compelling case measured in years,
it doesn't mean that in the coming months there won't be one more turn back
to the negative in solar trading.
Solar stocks are up for a variety of good reasons. For one, multiples had
fallen to extremely low levels, with many Chinese stocks trading at five
times earnings, or even less, and the group as a whole at 10 times or under,
with the exception of First Solar. Even getting back near the $30 level,
Trina Solar is still trading at below 10 times earnings.
There was room to move up for stocks which had experienced significant
multiple compression in 2010. In 2010, earnings improved along with the
global demand outlook, yet multiples compressed regardless. It's always
about what's next on the horizon in solar, and when the present is all
bullishness, it's often meant in the past that the horizon is darkening.
It's not just multiple compression that's part of the fuel for the rebound
in solar. There are three historical triggers for bullish solar trading that
have converged currently: the euro, subsidy risk alleviating, and the price
of oil.
The euro -- which some solar analysts will tell you can be overlaid with a
chart of Chinese solar stocks -- is resurgent, and hit its highest level in
months on Monday, above $1.36. The euro is now trading at a level higher
than anyone, including the solar companies, predicted for the first quarter
of 2011.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR LDK Solar Company Ltd.| LDK Trina Solar Limited| TSL
UPThe price of oil has always been a trigger for bullishness about solar,
too, and while the price of oil has actually come down since its highs in
December, when oil was surging above $90 the euro was still declining, and
fears of a German cap on solar installations was high -- Germany politicians
and the solar industry are working on an agreement about a mid-year cut in
solar subsidies to avoid a hard cap on installations.
This is the first time that a healthy euro, German solar risk lessening, and
relatively high price of oil have converged.
The solar sector typically trades up on big days for the Nasdaq, too, and on
Monday the Nasdaq was the leading market index, up 1.4%.
Nevertheless, the issue for investors is whether the latest rally in solar
is just one more churn in the cycle of exaggerated lows and quickly given-
back highs for the sector. Are solar stocks simply being set up for the next
profit-taking decline, or has a fundamental change taken place regarding
the solar stock outlook?
All the solar stocks may be racing ahead, but Pavel Molchanov, analyst at
Raymond James, said he remains cautious, with no solar stocks at a strong
buy, and only four of the 10 solar stocks he covers rated outperform -- JA
Solar(JASO_), Trina Solar(TSL_) and GT Solar(SOLR_) among them.
For the Raymond James analyst, there's still a gap between the long-term
structural thesis in solar and the nature of sentiment shifts in solar stock
trading, which as he noted, changes on a dime.
Molchanov said the price of oil shouldn't influence solar trading, but it
does. Likewise, Europe hasn't solved any of its economic problems, so the
euro is still just as likely to go south as to continue its rally. As far as
the recent news from Germany that there is a deal between the government
and the solar industry, the Raymond James analyst says he will believe it
when he sees it signed by parliament in Germany.
"None of the issues for the solar industry have gone away. There will be
overcapacity in 2011, ASPs are already declining, the euro remains volatile,
and government policy risks remain in many important solar markets,"
Molchanov said.
More on FSLR
Clean Edge Stock Indices: Mixed PerformanceGenoptix, Clinical Data: Small-
Cap WinnersEmerging Markets ADRs: Winners and LosersMarket Activity
First Solar Inc.| FSLR LDK Solar Company Ltd.| LDK Trina Solar Limited| TSL
France began talking last week about a "tender" system for solar projects.
While details are scant, France can call it a "tender" but tender is just
another way of implementing a "cap" on solar. In Italy, if the rosiest
projects of a market above 3 gigawatts comes true in 2010, there's the
expectation of heightened political risk there, too.
"When trends are aligned like this, multiples expand, especially when
multiple were as low as they were. From a deep value perspective the
opportunity got attractive in solar, therefore sentiment has improved and we
are seeing multiple expansion, but the problems have not gone away,"
Raymond James' Molchanov added.
As solar stocks head into earnings season, expectations for a strong fourth
quarter are more or less similar to what expectations were in the third
quarter, when beating and raising meant little in terms of rallying solar
shares, with the outlook and management commentary the focus, and no
consistent sector trade either up or down.
With pricing already on the decline in the fourth quarter, and it far from a
scientific fact that the German mid-year cut will be a net positive for the
sector -- as opposed to causing a steeper-than-healthy pricing and margin
decline and making the cap argument in Germany a 2012 event -- it seems like
solar is right back where it usually is, in the throes of an all-or-nothing
moment.
The last time solar stocks had an "all" moment was in late October/early
November. That "all" moment lasted less than a month, when Trina Solar,
First Solar and many solar peer stocks declined by 20% to 25%.
One solar analyst who did not want to be quoted on the continued rally noted
that, "It's so short term with the outlook here, and people are probably
thinking that the second quarter will be better than previously thought
because of German pull in, but given how many variables of uncertainty there
are in solar, I'm not convinced. Let me say I haven't seen a rush of long-
only money coming in, and it still seems like a fast money trading vehicle
for now."
Solar bulls can argue that there is a long-term structural thesis supporting
solar as a buy, but the onus is on the stocks to prove that getting in at
52-week highs is supported by the trading history. That's one thing that
solar stocks haven't been able to prove in recent times.
-- Written by Eric Rosenbaum from New York. | r*****g
发帖数: 7139 | 8 老牛已经没有太阳能了,利好呀!
WFR
new
【在 f**********g 的大作中提到】
: Why LDK Solar Shares Will Double This Year
: January 25, 2011
: about: CSIQ / DQ / FSLR / LDK / SOL / SOLF / SOPW / SPWRA / STP / TSL / WFR
: The Boston Consulting Group (BCG) released a report on January 18, 2011
: titled, “Companies on the Move – Rising Stars from Rapidly Developing
: Economies Are Reshaping Global Industries”:
: In the latest report, BCG identifies 23 new fast-growing companies. The new
: global challengers replace those that may have suffered or lost their way
: during the Great Recession or that may not be expanding as quickly as this
: year’s listed companies are.
| f**********g
发帖数: 2252 | 9 厚道｡
【在 r*****g 的大作中提到】
: 老牛已经没有太阳能了,利好呀!
:
: WFR
: new
| f******r
发帖数: 3363 | |
|
