Solaraktie aus China - Hanwha SolarOne - aktuell sehr günstig - 500 Beiträge pro Seite

[Voigt@]

Hier ist ein Auszug aus dem heue vorgelegten Quartalsbericht:


May 24, 2011

Hanwha SolarOne Reports First Quarter 2011 Results

SHANGHAI, May 24, 2011 /PRNewswire/ -- Hanwha SolarOne Co., Ltd. ("SolarOne" or the "Company") (Nasdaq: HSOL), a vertically integrated manufacturer of silicon ingots, wafers and photovoltaic ("PV") cells and modules in China, today reported its unaudited financial results for the quarter ended March 31, 2011. The Company will host a conference call to discuss the results at 8:00 am Eastern Time (8:00 pm Shanghai Time) on May 24, 2011 . A slide presentation with details of the results will also be available on the Company's website prior to the call.

FIRST QUARTER 2011 HIGHLIGHTS

Total net revenues were RMB2,194.8 million (US$335.2 million), an increase of 3.9% from 4Q10 and an increase of 48.7% from 1Q10.
PV module shipments, including module processing services, reached 248.5 MW, an increase of 13.6% from 218.8 MW in 4Q10 and an increase of 65.0% from 1Q10.
Average selling price ("ASP"), excluding module processing services, decreased to RMB11.23 per watt (US$1.71) from RMB11.82 per watt in 4Q10.
Gross profit decreased 16.7% to RMB356.9 million (US$54.5 million) from RMB428.7 million in 4Q10, and increased 31.0% from RMB272.5 million in 1Q10.
Gross margin decreased to 16.3% from 20.3% in 4Q10, primarily due to a combination of a decline in ASP and an increase in raw material costs. Gross margin in 1Q10 was 18.5%.
Operating profit declined 14.3% to RMB253.9 million (US$38.8 million) from RMB296.2 million in 4Q10 and increased 28.0% from RMB198.4 million in 1Q10. The sequential decrease in operating profit was primarily due to the lower gross profit and was partially offset by lower operating expenses.
Operating margin decreased to 11.6% from 14.0% in 4Q10 and 13.4% in 1Q10.
Net income attributable to shareholders on a non-GAAP basis(1) was RMB154.4 million (US$23.6 million), a decrease of 38.4% from RMB250.7 million in 4Q10 and a decrease of 2.3% from RMB158.1 million in 1Q10.
Net income per basic ADS on a non-GAAP basis(1) was RMB1.84 (US$0.28), a decrease of 45.7% from RMB3.39 in 4Q10 and a 32.6% decline from 1Q10.
Net income attributable to shareholders on a GAAP basis was RMB149.4 million (US$22.8 million), compared with net income attributable to shareholders of RMB370.8 million and RMB138.9 million in 4Q10 and 1Q10, respectively.
Net income per basic ADS on a GAAP basis was RMB1.78 (US$0.27), compared with net income per basic ADS on a GAAP basis of RMB5.02 in 4Q10 and RMB2.40 in 1Q10.
Annualized Return on Equity ("ROE") on a non-GAAP basis(1) was 12.6% in 1Q11, compared with 24.1% in 4Q10 and 26.6% in 1Q10.
Annualized ROE on a GAAP basis was 11.3% in 1Q11, compared with 33.2% in 4Q10 and 19.2% in 1Q10.

[Voigt@]

Antwort auf Beitrag Nr.: 41.550.204 von Voigt@ am 24.05.11 18:29:08

Warum interessiert sich niemand für Hanwha SolarOne?

Nach den Quartalszahlen 1/2011 hat Hanwha SolarOne in der Spitze bis zu 30% zugelegt, da dass Ergebnis/Aktie von US$0.27 besser war als erwartet. Anscheinend hat man mit einem Verlust gerechnet.

Ich bleibe erstmal investiert und kaufe eventuell in diesem Jahr eine weitere Position. Aktuell stecke ich trotz des Anstieges noch ein wenig im Verlust.

Wer ist noch investiert?

[Voigt@]

Habe nachgekauft! Solarone hat US$0.27 im 1. Quartal verdient und das ist viel wenn ich das mit anderen dt. Solarwerten vergleiche die im gleichen Zeitraum leicht neg. Zahlen hatten (z.B Sunways, die ich auch im Depot habe). Wenn ich das hochrechne, wären das ca. US$1.08 und somit hätte Solarone ein KGV von kleiner als 4. Ich verstehe den Kurssturz nicht, glaube das es charttechnische Gründe hatte wegen durchbrechen der 5 Dollar Marke.

[Voigt@]

Hier geht seit Anfang Mai die Post ab und keiner merkt es (von ca. 0,75€ auf knapp 3,00€)

[wm230]

Hallo Hanwha Fans,

was ist denn das für ein Rohrkrepierer ?

Q-Cells lässt grüssen !

MfG wm230

[Kurpfaelzer]

Nach div. aktuellen Presseberichten scheint es in Bitterfeld gut zu laufen. Für 2014 werden Gewinne erwartet. Am 09.09. kommen die nächsten Quartalszahlen. Da die Aktie ein Stück zurück kam, könnte ich mir ein Kurspotenzial von gut 30% bis Jahresende vorstellen. Denke ich steige ein.


http://www.finanznachrichten.de/nachrichten-2013-08/27877393…

[Investor85]

Hallo Hanwha Freunde am 09.09 ist es soweit.Denke das wir mit guten Zahlen rechnen können.Der Kurs zieht in den letzten Tagen stark an.
maydorns Kursziel von 4,50 Euro näher wir uns langsam.Erstmal die 3 Euro Marke knacken.Stay long.

[Voigt@]

Ich habe es geschafft; bin wieder im Plus.

Bei den Solarwerten wird wohlmöglich auf ein Turnaround gesetzt. Hanwha liegt aktuell bei 3,30€. Ich glaube hier geht es noch viel höher. Einfach laufen lassen ist so eine Börsenregel.
Viel Erfolg an alle Investierten.

[Voigt@]

Und nun schon bei 3,50€. Es geht weiter aufwärts.

[Voigt@]

Hanwha SolarOne hat genau zum richtigen Zeitpunkt das Kerngeschäft von der insolventen Q.Cells übernommen. Q.Cells war das Vorzeigeunternehmen in der Solarbranche in Deutschland und irgendwann geht es mit der Branche wieder aufwärts.


Hanwha Group Launches Hanwha Q.CELLS

BITTERFELD-WOLFEN, Germany, Oct 24, 2012 (BUSINESS WIRE) -- Hanwha Group, a top 10 Korean business group and Fortune Global 500 company with businesses in manufacturing, construction, finance, retail and resorts, today launched Hanwha Q.CELLS. The launch marks the completion of the acquisition of German solar company Q.CELLS, one of the worlds’ largest solar cell manufacturers and a leading photovoltaics company. Mr. Charles Kim will lead Hanwha Q.CELLS as CEO, joining the company from Hanwha SolarOne. Mr. Min Su Kim will replace Mr. Charles Kim as the president of Hanwha SolarOne and joins the company from Hanwha Group.
The launch of Hanwha Q.CELLS establishes Hanwha as the third largest solar manufacturer in the world. Hanwha’s 2.3 GW of manufacturing capacity is distributed across Germany, Malaysia and China, a competitive advantage to supply any region in the world, free of trade sanctions.
“The synergies between Q.CELLS and Hanwha offer a rare opportunity to quickly build a world leading solar company,” said Charles Kim, CEO of Hanwha Q.CELLS. “The Q.CELLS track record of quality, innovation and excellence align with Hanwha Group’s financial resources, manufacturing expertise and global customer network to form one of the strongest solar companies in the world, ready to lead the industry into a new era.”
The launch of Hanwha Q.CELLS follows strategic investments by the Hanwha Group to broaden solar offerings to the system and accelerate technology developments ranging from advanced cell technology to system optimization for lowering LCOE (Levelized Cost of Electricity), EPC (Engineering, Procurement and Construction), and project development capabilities. These strategic investments include innovative companies like Crystal Solar, 1366 Technologies, tenKsolar, Silent Power and OneRoof Energy. Hanwha Group also established Hanwha SolarEnergy in 2011 to deliver integrated solar power plant solutions encompassing development, construction, operation and project financing, in addition to the recently opened €10 million advanced R&D center in Silicon Valley, Calif., U.S. in April 2012. With the launch of Hanwha Q.CELLS, Hanwha now has four R&D centers around the world.
“With a 60-year track record of industrial leadership, Hanwha Group is committed to becoming a global leader in addressing the energy challenges of a dynamic global economy,” said Ki-Joon Hong, CEO of Hanwha SolarOne and vice chairman of Hanwha Chemical. “Our commitment to solar extends beyond building a successful business. We are dedicated to making solar the most reliable source of energy on Earth.”
Hanwha Group acquired the following assets from Q.CELLS:
Headquarters, R&D center and administrative operations in Germany.
200 MW cell and 120 MW module manufacturing facilities in Germany.
800 MW cell manufacturing facility in Malaysia.
Entities in the U.S., Australia and Japan.
34 patents.
1,225 employees.
The launch was celebrated today at an event in Bitterfeld-Wolfen, Germany.

[Voigt@]

Die 4,00€ wurden heute schon mal überschritten. Wenn die Stimmung an den Börsen nicht so schlecht wäre, wären noch höhere Kurse drin. :-)

[TizianK]

Aktuell bei - einem Kurs von 3,19 - neue, sehr gute Einstiegschance!
Habe mein Bestand nochmal vergrößert. Das wird lecker in nächster Zeit.

[TizianK]

Hanwha SolarOne lieferte für den Solarpark Schlechtenberg im Allgäu Photovoltaik-Module mit einer Nennleistung von insgesamt 8,2 Megawatt (MW). Die 33.000 Photovoltaik-Module sollen jährlich 9,84 Millionen kWh Solarstrom erzeugen.
Fertigstellung: Sep.2013
Besonders hervorzuheben: Sie waren in der Lage, die Anlage nur wenige Monate nach den rechtlichen Genehmigungen an das Stromnetz anzuschließen. "Für ein Projekt dieser Größenordnung ist das beeindruckend“, erklärt Thomas Junghans, Account Manager, Hanwha SolarOne GmbH.

Etwas älter aber aktuell:
Ki-Joon Hong, CEO von Hanwha SolarOne, stellte heraus, dass die Solartochter von Hanwha sich seit der Übernahme von Solarfun in 2010 zu einem Flaggschiff im Konzern entwickelt habe. Das Unternehmen wolle jeden Winkel der Erde mit bezahlbarem, sauberem und zuverlässigem Solarstrom versorgen. Im letzten Jahr sind Japan und Südafrika zwei bedeutende Solarmärkte für das Unternehmen geworden. In Japan werde Hanwha Solarone 2013 knapp 30 Prozent und in Südafrika knapp 20 Prozent des Geschäfts erzielen.

Das hört sich doch gut an.

[TizianK]

Der Handelsstart nach dem Wochenende beginnt doch mal gar nicht schlecht.
Wie zu erwarten schon wieder einiges gut gemacht.

[aomijolina]

Pardon ich habe einfach diesen Thread nicht finden können und einen neuen begonnen,so verweise ich nochmals auf den schönen Artikel von Maydorn vom August 2013
http://www.deraktionaer.de/xist4c/web/Q-Cells-lebt-_id_921__…
und den Bericht vom 22.Oktober 2013 wonach Hanwaha solarone jetzt die Marke von 4GW überschritten hat
Hanwha SolarOne Co. Ltd. (Hanwha SolarOne), a top-10 global photovoltaic manufacturer of high-quality, cost-competitive solar modules, today announced it has shipped four gigawatts (GW) of photovoltaic (PV) modules to 35 countries around the world. Hanwha SolarOne is the first South Korean solar company to reach this milestone.
“Since acquiring Hanwha SolarOne in 2010, the Hanwha Group has made solar the flagship of our business,”....
http://quotes.freerealtime.com/dl/frt/N?NewsStory=1

Am 21.11. 2013 bringt Hanwha Solar,die an der Nasdaq notiert sind ,einen Finanzbericht http://quotes.freerealtime.com/dl/frt/N?NewsStory=1
Die Aktie ist überverkauft und bricht jetzt nach oben aus, gestern plus 4,8% an der Nasdaq

http://www.4-traders.com/HANWHA-SOLARONE-CO-LTD-7385729/?typ…

[aomijolina]

Ein unbekanntes Pferd unter den Solarherstellern?

ein längerer Artikel von Motley Fool,der u.a. auch auf die ZEP-Kompatibilität und Zusammenarbeit mit Solarcity verweist,die mit Tesla zusammenarbeiten und der meint ,dass der Report am 12.November eine Überraschung bringen könnte

If asked to name manufacturers of solar panels, most investors will identify any one of the several Chinese companies, or they will think closer to home: First Solar and SunPower. Odds are, they won't think of South Korea, and they won't think of Hanwha SolarOne (NASDAQ: HSOL ) , a South Korean investment holding company (headquartered in China), which is involved in the manufacturing of solar panels, producing everything from the ingots to the completed modules.

Nothing but blue skies
The stock has outperformed its peers over the past six months. Of the top 10 solar panel manufacturers according to 2012 shipments of modules in megawatts, Hanwha is in tenth place; however, compared to the top three on the list (and many others), Hanwha's stock has gained the most......

It seems as if Hanwha has had some impressive strategic developments over the past year, but how is the company performing financially? Hanwha SolarOne reports Q3 earnings on November 12, and I'll be looking to see if they can continue to improve on some impressive numbers from the previous quarter. For Q2 2013, Hanwha reported a 6.3% increase in revenue, an 11% increase in shipments, a gross margins improvement of 290 basis points, and an operating margins improvement of 120 basis points.

The Foolish takeaway...
Many investors have sat in the shade, eager to gain exposure in the solar sector but afraid of getting burned. Hanwha SolarOne may very well be a dark horse among a number of PV manufacturers that always seem to be in the spotlight. Reporting impressive numbers during its earnings call may very well validate the opinion that Hanwha SolarOne deserves further investigation. .......

http://www.fool.com/investing/general/2013/11/04/1-solar-com…

[aomijolina]

Hanwha Solarone hat seine Fabriken in China
....The latest good news for the sector comes from Beijing, which has raised an already aggressive target for new solar power plant construction even higher to help the industry. According to the latest reports, Beijing has raised the target by 20 percent, with an aim for 12 gigawatts of solar power capacity nationwide by 2014, up from a previous target of 10 gigawatts (English article).

Beijing was always an aggressive supporter of the solar panel sector, offering generous incentives that led to a huge build up in manufacturing capacity. That resulted in massive oversupply that sparked the recent downturn. But while it supported a build up of manufacturing capacity, Beijing didn’t support a parallel build-up of domestic solar power plants, with the result that manufacturers like Trina, Canadian Solar and Suntech relied completely on Europe and the U.S. for most of their sales.

Now Beijing is trying to rectify that imbalance with an aggressive build-up of solar plants, with an aim of 35 megawatts of capacity by 2015. That target looks a bit unrealistic to me based on the 12 megawatt target for 2014. But then again, perhaps we’ll see a sudden massive construction binge in response to Beijing’s recent calls to clean up China’s highly polluted air, and also the government’s determination to support solar panel makers.
http://seekingalpha.com/article/1815602-beijing-ups-solar-ta…

[aomijolina]

Solar Revolution Part 3
......
Similar to what happened in the HDD industry, by the end of the fourth decade, the solar industry will be ripe for massive consolidation. I predict most new houses built in this decade will include a built-in solar system. Some countries might enforce laws that require home builders to build 100% renewable energy-dependent houses. The system cost could be added to mortgages.

2040 and 2050

By the end of the fifth decade, I predict that almost a third of the world's energy consumption will be solar sourced. In some countries, the share of solar will be larger than 50%. Energy storage will become commoditized.
In 2050, I predict that the installed capacity will be 167 times greater than the 2013 number. Annual GW deliveries will be 115 times greater than the expected amount of 40GW for 2013........

The solar industry is just coming out of a massive crisis; it's not over yet but the future looks very bright. When you know the big picture, you understand what factors affect the industry and, thus, the companies working in it. I believe that the solar industry is still very young, and just now the financial side of the industry is starting to make sense. Going forward, given the facts that we know today, and carefully predicting the way this market develops, I think that if you do your due diligence and pick this industry's winners, you're in for a hell of a ride.
http://seekingalpha.com/article/1822442-the-solar-revolution…

[aomijolina]

we are in for a hell of a ride
Report heute Verlust erhöht trotz verbessertem Absatz in Japan und China
http://www.ariva.de/news/Hanwha-SolarOne-Reports-Third-Quart…
nasdaq premarket http://www.nasdaq.com/symbol/hsol/premarket minus 13,04% rappelt sich langsam wieder auf

[Kurpfaelzer]

Ärgerlich, sehr ärgerlich ! Hätte bessere Zahlen erwartet.

[Voigt@]

Die heute mit Abschluss des 4. Quartales 2013 kamen. :-)

[Voigt@]

Ohne diese blöde Krim Krise wären heute 30% plus und vielleicht sogar noch mehr drin gewesen. :-(