Recent articles have left out the most important information. Articles mentioned Trina Solar's 200MW project award, but not the pipeline of Zonergy projects to follow. Articles discussed the 2014 goal reduction in China, but not the massive increase in subsidies. Trina Solar appears to be oversold ahead of upcoming positive announcements.
Critical details seem to be missing from recent articles so I thought I'd shed some light on them. Yes, Trina will supply 200MW of modules to Zonergy but there is more to the story than that. Zonergy has an extensive pipeline of solar projects planned and they "look forward to building a long-term, strategic partnership with Trina Solar." This is likely to be far more than just a single 200MW project. Trina is expecting to supply systems for Zonergy's rapidly-growing roster of solar projects.
Another item I'd like to mention is the lack of articles about the upcoming increase in China's rooftop subsidies. Apparently, in some cases the increase could be as much as 55 percent. Articles have been discussing the reduction in China's 2014 installation goal but they ignored the key corrective action.
Conclusion: I would expect additional project awards and upcoming subsidy announcements (a formal announcement vs. the current rumor) to move Trina Solar (TSL) up significantly.
um die Mittagszeit hat das gehandelte Volumen an TRINA SHARES heute bereits deutlich das bisherige Höchstvolumen des Jahres (2,7 Mios Aktien am 21.05.) überschritten.
Kurz vor 13 Uhr NYC-time sind schon 3,6 Mio Aktien über die Theke gegangen. das sollte doch ein gutes Zeichen sein für die nächsten Tage..... Tradegate handelt derzeit bei 9,53 und damit wieder im PLUS gegenüber dem gestrigen Abschluss. Tendenz steigend.
Da hier jetzt gleich Middernachd is, kann ich dann mal beruhigt die "hitting the sack" Aktion vornehmen ;-)
JINKO zieht's auch gleich wieder mit hoch nach Norden seit diese zahlreichen positiven Analysen publik wurden heute nachmittag.
Wo sind denn die Fundamentaldaten-Könige wie ULM100 und so ? wäre ja mal interessant von denen auch ne Einschätzung zu hören. Treiben sich aber wohl nur im JINKO-topic rum wie's ausschaut {~_~}
BEIJING (dpa-AFX) - Trina Solar Ltd. (TSL) posted third-quarter net income attributable to the company of $11.5 million, compared to $9.9 million, a year earlier. For the latest third quarter, earnings per ADS were $0.14, same as last year.
Quarterly net revenues rose by 12.5 percent to $616.84 million from $548.39 million in the comparable quarter last year.
On average, analysts polled by Thomson Reuters expected the company to report earnings of $0.15 per share and revenues of $645.68 million for the quarter. Analysts' estimates typically exclude special items.
"The Company changes its 2014 guidance of total PV module shipments to between 3.61 GW and 3.66 GW, of which 340 MW to 360 MW of PV modules will be shipped to the Company's own downstream projects from the original guidance of total 3.6 GW to 3.8 GW including 400 MW to 500 MW of shipment to its own downstream projects"
Ganz nebenbei: Über andere User herzuziehen ("neoulm"), aber gleichzeitig ihre Postings und Gedanken ("Neubewertung durch mögliches yieldco") mehr oder weniger zu kopieren ist kein guter Stil, um es mal ganz vornehm auszudrücken.
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