Hab bei dem Geschaukel in letzter Zeit mit Ein- und Aussteigen ganz brauchbar verdient. Aber jetzt bräuchte ich mal wieder Einsteigkurse .... geht jetzt seit zwei Wochen nur hoch und ich bin momentan nicht drin ;-(((
mittlerweile auf JKS und Trina konzentriert: Rene (nach Verschiebung Q2-Zahlen) und Yingli (weil sich da lange nix tat und wg. im Vgl. zu Trina dann doch sehr hohem Schuldenberg) habe ich aussortiert. Hatte den Eindruck (nach den super Trina-Zahlen), dass die beiden mittlerweile die besten Pferde sind mit den im Vgl. besten Perspektiven. Wenn beide durchgängig in der Gewinnzone kommen, könnten die theoretisch & tendenziell auch wieder an alte Höchststände rankommen (wenn man sich mal die aktuelle MK im Vgl. zum Umsatz anschaut).
was sagen die charttechniker unter euch vom anstieg der letzten wochen und monaten und dem sprung über die 8$ marke.... was seht ihr für neue trendlinien nach dem der trendkanal der letzten wochen nach oben mit viel volumen durchbrochen wurde....
Werden wohl wieder erreicht. Die Welt schreit gerade nach solar. Kaufen und warten. China will solar mäßig expandieren. Na und wenn die schreien passiert auch was.
Kicky
: Ägypten und Saudi Arabien wollen mehr Solar
mit Fabriken in China sagt Xinhua und zitiert offizielle Quellen http://finance.yahoo.com/news/...-opportunities-middle-105744420.html das ist richtig gut ,weil hier keine Strafzölle gelten wie in USA,obwohl meines Wissens Trina nicht darunter fällt, weil es über Taiwan exportiert
The market is starting to notice that solar investing has been extremely profitable in 2013. As of the middle of September, the average solar stock is up over 50% in the past year and over 15% in three months (that's over 60% annualized!). To get a better sense of what is occurring in the mainstay of solar stocks, 16 companies whose primary business is solar were analyzed. In order to weed out the most speculative players, only companies with over $50 million in annual sales were included.
JinkoSolar (JKS), SunPower (SPWR) and Canadian Solar Inc. (CSIQ) have by far outperformed the rest(Trina Solar steht aber auch sehr gut da)
... these pure play solar stocks have performed spectacularly. On average they are up 164% for the year, and 41% for the past three months By comparison, the S&P 500 is up 16% over the same annual period, and gained only 3% in the past three months. The tech heavy NASDAQ did a bit better, up 18% for the year and 8% in three months. These returns still pale in comparison to solar. http://seekingalpha.com/article/...lar-stocks-taking-off?source=yahoo
September 20, 2013, .... we reiterate our Buy on Canadian Solar (CSIQ), trading at 0.9x 2014F P/BV (BVPS of US$15.3) and Trina Solar (TSL), trading at 1.0x 2014F P/BV (BVPS of US$11.3) with profitability in 2H13F very likely.
We continue to see mid-stream capacity constrained owing to lack of available working capital for Tier 3 producers in China. With our checks with Tier ½ companies in China suggesting lack of funds available for capacity expansion as well, we believe the only likelihood is further increase in cell/module ASPs. As such, with rise in polysilicon ASPs constrained by excess supply, we see entire margin benefit being accrued at quality Tier 1 module makers.
We are reviewing our TP and estimates for Trina Solar.
Read the lines again – a new estimate is likely to be on the upside
.....The U.S. solar-energy industry, which includes manufacturers as well as installers of solar panels, has been caught in the crosshairs. While import duties on Chinese-made solar cells have benefited some U.S. manufacturers, they have made the finished panels more expensive, harming panel installers and consumers who face higher prices for the finished product, according to Smirnow. At the same time, Chinese manufacturers face higher prices as they seek to avoid U.S. duties, he said. Since the tariffs set by the Commerce department last year apply only to Chinese-made solar cells, solar panel manufacturers in the Asian nation are buying cells at a premium in Taiwan and putting together the finished panels in China before shipping them to the U.S., Smirnow said. The U.S. industry plan would abolish the U.S. duties on solar cells from China, as well as China’s tariffs on U.S.-made polysilicon. Instead, China’s solar-energy companies would establish a fund in the U.S. that American solar-cell manufacturers could draw from to help them “scale-up,.... http://www.bloomberg.com/news/2013-09-23/...trade-war.html?cmpid=yhoo
Kicky
: 3/4 d. Solarindustrie in China werden geschlossen
werden,um die Überproduktion in den Griff zu bekommen,auch weil die Qualität oft schlecht ist und um die Strafzölle der EU zu vermeiden. Dies ist zwar schon einige Monate älter ,wird aber wieder aktuell im Hinblick auf eine negative Prognose von Axiom Capital.die mit der Überproduktion begründet wird. By Charlie Zhu
HONG KONG (Reuters) - Three quarters of China's solar-grade polysilicon producers face closure as Beijing looks to overhaul a bloated and inefficient industry, resulting in fewer but better companies to compete against Germany's Wacker Chemie AG and South Korea's OCI Co Ltd.
The polysilicon sector, which has around 40 companies employing 30,000 people and has received investment of 100 billion yuan ($16 billion), suffers from low quality and chronic over-capacity as local governments poured in money to feed a fast-growing solar panel industry, for which polysilicon is a key feedstock.
Demand for solar panels has eased since the global financial crisis, forcing governments worldwide to slash solar power subsidies, and leaving China sitting on idle capacity and mounting losses. To help prop up the solar industry, Beijing plans to more than quadruple solar power generating capacity to 35 gigawatts (GW) by 2015 to use up some of the huge domestic panel glut. It has also said it will accelerate technological upgrades in polysilicon to weed out inefficient producers and "nurture a batch of internationally competitive producers."
People in the polysilicon industry say the moves will halve China's production capacity to 100,000 metric tons (110231 tons) a year, leaving around 10 relatively strong firms with better technology and cost efficiency.... http://townhall.com/news/sci-tech/2013/07/31/...on-producers-n1653541
und hier die einseitige Berichterstattung von der Reporterin Shuli Ren im Barron blog ,die über ein Interview mit dem Präsidenten der Nonferrous Metals Industry Association (whose name was not given in the report): und anschliessend die negative Meinung des Mr.Johnson von Axiom Capital wiedergibt
Overcapacity, weak demand and uncompetitive production have forced around 90% of polysilicon producers in China to suspend production, according to news reports in China.
Only a handful of producers continue to operate plants but at low utilisation rates. GCL-Poly, Daqo and Asia Silicon were known to have continued production despite spot market prices at or below production cost levels.
Chinese polysilicon producers were said to also have been impacted by a rise in imported polysilicon from the major producers in Europe and the US. Reports cited that imported polysilicon had increased 26% since the beginning of the year, while ASPs were approximately 61% down from a year ago.
China’s largest producer, GCL-Poly recently reported a significant production fall to 7,631MT in Q3 2012, down from 12,998MT in Q2 2012.......LDK Solar, which had a total of 17,000MT annual capacity, recently closedown all polysilicon production. The company had said that technology upgrades were being implemented to significantly reduce production costs. However, a re-start of production could be a second-half 2013 affair.......
hat sich gelohnt :-))) Man muss einfach warten können!!!!!!!!!!!!!!! Geil. Dachte schon es wäre ein Fehlinvest. So jetzt wieder runter auf 8:50 und ich steig wieder ein. glaube an die solarstory.
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