Canadian Solar - wo geht die Reise hin? (Seite 148)
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ISIN: CA1366351098 · WKN: A0LCUY · Symbol: CSIQ
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A Missed Opportunity in Canadian Solar
by: Trader Mark posted on: June 18, 2008 | about stocks: CSIQ / SOLF / TSL
http://seekingalpha.com/article/81879-a-missed-opportunity-i…
Rarely do I try to let emotion get involved (that will kill you as an investor or trader), but I am ultimately frustrated with the solar sector right now. After the Trina Solar (TSL) debacle my next two candidates to add/replace the position I had sold down in Trina so as to keep the sector weighting consistent were Canadian Solar (CSIQ) and Solarfun Power (SOLF).
Canadian Solar was the 2nd cheapest stock in the space after Trina (so it still appeals to my growth at a reasonable price tendency), and Solarfun is essentially the people's champ (where traders flock to everytime the sector gets hot) And unlike Trina, both are trading above both key moving averages (50 and 200 day) - hence the reallocation of money I wanted to do into either (or both) of these names.
1. The 50 day moving average on CSIQ was in the $32s last week so I was poised with a large buy waiting there; but the stock only fell to $35. 5 sessions later it just hit $48. From $35 that's a 37% gain.
2. The 50 day moving average on SOLF was just below $18 last week, but I was greedy and was hoping to see it fall to its 200 day moving average in the $16s to layer in a large buy. 5 sessions later it hit $23. From $18 that's a 28% gain.
Instead I have Trina Solar smiling up at me. (yes its up 15% from its lowest point but after losing an arm and a leg the prior few sessions). I believe this type of performance will continue as the uncertainties overhanging the stock will persist for a while. So while this sector moves together, you have outperformers and underperformers. We know where our puppy falls in that spectrum.
Anyhow, because Canadian Solar (CSIQ) decided it was not going to become a forex trader, they were able to raise guidance substantially. Also a move into the US market. Must be nice to have a management that just sticks to a simple game plan.
* Canadian Solar Inc. ("the Company'', ''CSI'' or ''we'') (Nasdaq: CSIQ - News) today announced that it will increase its 2008 annual revenue and output guidance to reflect the sales of its e-Module products. These sales will be realized in H2 of this year.
* The Company announced that it has commenced delivery of e-Modules to Pro Solar Solarstrom GmbH and Iliotec Solar GmbH of Germany. The companies signed annual supply agreements with CSI in early 2008. The total shipments to these two companies are estimated at 24.5 MW before the end of 2008. As of today, CSI's total committed sales of e-Modules in 2008 is 35 MW, with approximately another 20 MW of firm interest from additional customers.
* The company is accordingly raising its annual guidance for 2008 from 200 - 220 MW to 230 - 260 MW in output and its estimated annual revenue from $650 - $750 million to $750 - $870 million. The company estimates that it will ship approximately 10 - 12 MW of e-Modules to USA and South Korea in 2008, thus making these two countries significant markets for CSI.
* Based on robust market demand for our products, the Company plans to increase its annual ingot and wafer capacity from the previous target of 40 - 60 MW to 150 - 200 MW; to increase our internal cell capacity from the previous target of 250 MW to 400 MW and to increase module capacity to 800 MW. We expect to have the above new capacity fully commissioned at the beginning of 2009.
I try not to post about missed opportunities because frankly we could have a post like this every week, but since this one was so sharp and really shows the relative outperformance from being in the "right" stock versus the "wrong" one, even within a generally rising sector - it was worth pointing out. Now off to kick the proverbial dog.
by: Trader Mark posted on: June 18, 2008 | about stocks: CSIQ / SOLF / TSL
http://seekingalpha.com/article/81879-a-missed-opportunity-i…
Rarely do I try to let emotion get involved (that will kill you as an investor or trader), but I am ultimately frustrated with the solar sector right now. After the Trina Solar (TSL) debacle my next two candidates to add/replace the position I had sold down in Trina so as to keep the sector weighting consistent were Canadian Solar (CSIQ) and Solarfun Power (SOLF).
Canadian Solar was the 2nd cheapest stock in the space after Trina (so it still appeals to my growth at a reasonable price tendency), and Solarfun is essentially the people's champ (where traders flock to everytime the sector gets hot) And unlike Trina, both are trading above both key moving averages (50 and 200 day) - hence the reallocation of money I wanted to do into either (or both) of these names.
1. The 50 day moving average on CSIQ was in the $32s last week so I was poised with a large buy waiting there; but the stock only fell to $35. 5 sessions later it just hit $48. From $35 that's a 37% gain.
2. The 50 day moving average on SOLF was just below $18 last week, but I was greedy and was hoping to see it fall to its 200 day moving average in the $16s to layer in a large buy. 5 sessions later it hit $23. From $18 that's a 28% gain.
Instead I have Trina Solar smiling up at me. (yes its up 15% from its lowest point but after losing an arm and a leg the prior few sessions). I believe this type of performance will continue as the uncertainties overhanging the stock will persist for a while. So while this sector moves together, you have outperformers and underperformers. We know where our puppy falls in that spectrum.
Anyhow, because Canadian Solar (CSIQ) decided it was not going to become a forex trader, they were able to raise guidance substantially. Also a move into the US market. Must be nice to have a management that just sticks to a simple game plan.
* Canadian Solar Inc. ("the Company'', ''CSI'' or ''we'') (Nasdaq: CSIQ - News) today announced that it will increase its 2008 annual revenue and output guidance to reflect the sales of its e-Module products. These sales will be realized in H2 of this year.
* The Company announced that it has commenced delivery of e-Modules to Pro Solar Solarstrom GmbH and Iliotec Solar GmbH of Germany. The companies signed annual supply agreements with CSI in early 2008. The total shipments to these two companies are estimated at 24.5 MW before the end of 2008. As of today, CSI's total committed sales of e-Modules in 2008 is 35 MW, with approximately another 20 MW of firm interest from additional customers.
* The company is accordingly raising its annual guidance for 2008 from 200 - 220 MW to 230 - 260 MW in output and its estimated annual revenue from $650 - $750 million to $750 - $870 million. The company estimates that it will ship approximately 10 - 12 MW of e-Modules to USA and South Korea in 2008, thus making these two countries significant markets for CSI.
* Based on robust market demand for our products, the Company plans to increase its annual ingot and wafer capacity from the previous target of 40 - 60 MW to 150 - 200 MW; to increase our internal cell capacity from the previous target of 250 MW to 400 MW and to increase module capacity to 800 MW. We expect to have the above new capacity fully commissioned at the beginning of 2009.
I try not to post about missed opportunities because frankly we could have a post like this every week, but since this one was so sharp and really shows the relative outperformance from being in the "right" stock versus the "wrong" one, even within a generally rising sector - it was worth pointing out. Now off to kick the proverbial dog.
Antwort auf Beitrag Nr.: 34.317.671 von gogi88 am 17.06.08 16:43:54Timminco nicht vergessen !
17.06.2008 14:44
Canadian Solar Increases Annual Guidance for 2008, Announces e-Module Sales Contracts and New Expansion Plan
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JIANGSU, China, June 17 /Xinhua-PRNewswire/ -- Canadian Solar Inc. (News) ("the Company', 'CSI' or 'we') today announced that it will increase its 2008 annual revenue and output guidance to reflect the sales of its e-Module products. These sales will be realized in H2 of this year.
The Company announced that it has commenced delivery of e-Modules to Pro Solar Solarstrom GmbH and Iliotec Solar GmbH of Germany. The companies signed annual supply agreements with CSI in early 2008. The total shipments to these two companies are estimated at 24.5 MW before the end of 2008. As of today, CSI's total committed sales of e-Modules in 2008 is 35 MW, with approximately another 20 MW of firm interest from additional customers.
The company is accordingly raising its annual guidance for 2008 from 200 - 220 MW to 230 - 260 MW in output and its estimated annual revenue from $650 - $750 million to $750 - $870 million. The company estimates that it will ship approximately 10 - 12 MW of e-Modules to USA and South Korea in 2008, thus making these two countries significant markets for CSI.
Based on robust market demand for our products, the Company plans to increase its annual ingot and wafer capacity from the previous target of 40 - 60 MW to 150 - 200 MW; to increase our internal cell capacity from the previous target of 250 MW to 400 MW and to increase module capacity to 800 MW. We expect to have the above new capacity fully commissioned at the beginning of 2009.
Dr. Shawn Qu, Chairman and CEO remarked: 'We were pleased by the demand for both our regular and e-Module products at the Intersolar Show in Munich, which was very strong for the second half of 2008 and even well into 2009. Our expected e-Module output for 2008 was sold out; we are pleased that e- Modules have been accepted by leading industry players such as Pro Solar and Iliotec. Since we have secured our supply of raw materials and are on track with our planned capacity ramp we are now comfortable in raising our guidance. Looking ahead, we are also seeing strong demand in 2009 for both our regular and e-Modules. To meet this demand the Board has authorized an increase in capital expenditures to accelerate our planned capacity ramp. This will position us well to deliver on our customers' volume requirements for 2009 and allows us to use the e-Module program to strategically develop PV markets both within and outside of Europe such as the US and South Korea.'
Canadian Solar Increases Annual Guidance for 2008, Announces e-Module Sales Contracts and New Expansion Plan
Klicken Sie jetzt
JIANGSU, China, June 17 /Xinhua-PRNewswire/ -- Canadian Solar Inc. (News) ("the Company', 'CSI' or 'we') today announced that it will increase its 2008 annual revenue and output guidance to reflect the sales of its e-Module products. These sales will be realized in H2 of this year.
The Company announced that it has commenced delivery of e-Modules to Pro Solar Solarstrom GmbH and Iliotec Solar GmbH of Germany. The companies signed annual supply agreements with CSI in early 2008. The total shipments to these two companies are estimated at 24.5 MW before the end of 2008. As of today, CSI's total committed sales of e-Modules in 2008 is 35 MW, with approximately another 20 MW of firm interest from additional customers.
The company is accordingly raising its annual guidance for 2008 from 200 - 220 MW to 230 - 260 MW in output and its estimated annual revenue from $650 - $750 million to $750 - $870 million. The company estimates that it will ship approximately 10 - 12 MW of e-Modules to USA and South Korea in 2008, thus making these two countries significant markets for CSI.
Based on robust market demand for our products, the Company plans to increase its annual ingot and wafer capacity from the previous target of 40 - 60 MW to 150 - 200 MW; to increase our internal cell capacity from the previous target of 250 MW to 400 MW and to increase module capacity to 800 MW. We expect to have the above new capacity fully commissioned at the beginning of 2009.
Dr. Shawn Qu, Chairman and CEO remarked: 'We were pleased by the demand for both our regular and e-Module products at the Intersolar Show in Munich, which was very strong for the second half of 2008 and even well into 2009. Our expected e-Module output for 2008 was sold out; we are pleased that e- Modules have been accepted by leading industry players such as Pro Solar and Iliotec. Since we have secured our supply of raw materials and are on track with our planned capacity ramp we are now comfortable in raising our guidance. Looking ahead, we are also seeing strong demand in 2009 for both our regular and e-Modules. To meet this demand the Board has authorized an increase in capital expenditures to accelerate our planned capacity ramp. This will position us well to deliver on our customers' volume requirements for 2009 and allows us to use the e-Module program to strategically develop PV markets both within and outside of Europe such as the US and South Korea.'
Trading Spotlight
Antwort auf Beitrag Nr.: 34.319.812 von Maverick22 am 17.06.08 21:07:03Ja das hat wohl alle solars um die selbe zeit ausgebremst...naja wird schon...selbst in der bevoelkerung amerikas findet die foerderung von solar und alternaitiven energien generell eine weitaus hoehere akzeptanz als zuvor...ich glaube das wird eher eine weiter einstiegschance in solars als alles andere....nur meine meinung mfg CW
14:59 Senate blocks tax breaks for wind and solar energy follow-up
As mentioned at 14:52, Bloomberg reports the Senate Republicans for the second time in a week blocked a tax measure to renew dozens of tax breaks, including a business research credit and incentives to develop wind, solar and other renewable energy sources. Republicans objected that the legislation would boost other taxes to avoid increasing the federal deficit. The 52-44 vote was short of the 60 votes needed in the Senate to move forward on the legislation. The vote was a repeat of one taken June 10 and continues the debate over whether Congress should approve popular business tax cuts even if they add to the deficit.
As mentioned at 14:52, Bloomberg reports the Senate Republicans for the second time in a week blocked a tax measure to renew dozens of tax breaks, including a business research credit and incentives to develop wind, solar and other renewable energy sources. Republicans objected that the legislation would boost other taxes to avoid increasing the federal deficit. The 52-44 vote was short of the 60 votes needed in the Senate to move forward on the legislation. The vote was a repeat of one taken June 10 and continues the debate over whether Congress should approve popular business tax cuts even if they add to the deficit.
Antwort auf Beitrag Nr.: 34.317.750 von Kaitaki am 17.06.08 16:51:37Du hast recht...
Kauf Systaic und verdiene dein Geld, welches du bei CSIQ verpasst hast, zurück. Bester Solartitel 2008! +60% und immernoch massiv unterbewertet!
Grüsse
gogi
Kauf Systaic und verdiene dein Geld, welches du bei CSIQ verpasst hast, zurück. Bester Solartitel 2008! +60% und immernoch massiv unterbewertet!
Grüsse
gogi
Man weiß nie, was alles passieren kann.
Wenn man zwei Wochen lang gar nicht eingreifen kann,
ist das schon ein Sch...gefühl ohne SL loszufahren.
Hab schon einmal ziemlich ins Klo gegriffen, als ich mal keinen
SL vorm Urlaub gesetzt habe...
Naja, egal...Mund abwischen und weitermachen.
Wenn man zwei Wochen lang gar nicht eingreifen kann,
ist das schon ein Sch...gefühl ohne SL loszufahren.
Hab schon einmal ziemlich ins Klo gegriffen, als ich mal keinen
SL vorm Urlaub gesetzt habe...
Naja, egal...Mund abwischen und weitermachen.
Antwort auf Beitrag Nr.: 34.317.550 von Kaitaki am 17.06.08 16:30:20Sorry Kaitaki, aber ich habe keine Ahnung, wieso du bei so einer Solarperle wie CSIQ überhaupt einen Stopp setzt? In 2-3 Jahren ist die doch sowieso doppelt so teuer wie heute.
Bei CSIQ, Trina und Systaic heisst es kaufen und liegen lassen!
Grüsse gogi
Bei CSIQ, Trina und Systaic heisst es kaufen und liegen lassen!
Grüsse gogi
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