FIRSTSOLAR - $1,50 pro Wp - Werden die etablierten Solarzellenhersteller unter Druck kommen? (Seite 193)
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ISIN: US3364331070 · WKN: A0LEKM · Symbol: F3A
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Höhere Nachfrage: Diese drei Unternehmen werden Gewinner der US-Strafzölle gegen China seinWerte aus der Branche Erneuerbare Energien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 16,400 | +9,33 | |
| 3,0200 | +6,34 | |
| 0,6450 | +5,74 | |
| 1,5900 | +5,70 | |
| 0,5996 | +5,19 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6000 | -6,25 | |
| 0,5900 | -6,94 | |
| 0,5200 | -10,03 | |
| 1,7500 | -11,62 | |
| 1,2294 | -15,21 |
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Ahead of the Bell: US Solar Power companies
Analysts says First Solar will survive lower prices and solar power cell oversupply
May 09, 2008: 09:19 AM EST
NEW YORK (Associated Press) - A Citi Investment Research analyst began covering shares of U.S.-based solar power companies Friday, saying First Solar Inc. is one of the few companies that will weather sharp decline in prices.
Timothy Arcuri expects a large oversupply of solar power cells in 2009 and 2010, which will lead to lower prices and a shakeout in the sector. Companies with cost advantages will trade at much higher levels than their rivals, he said.
Arcuri rated First Solar shares at "Buy," predicting that by 2012, the company will be able to produce energy that costs the same as grid-produced electricity. First Solar's rivals will need another two years to reach that important milestone, he said.
The analyst set a price target of $450 per share, and in premarket electronic trading, the stock gained $7, or 2.5 percent, to $282.80. Shares finished at $275.80 Thursday, and Arcuri's price target implies they will rise 63.2 percent over the next year.
He rates SunPower Corp. stock "Hold," saying the company has lower silicon costs and a more integrated business than its rivals, but may struggle in a commodity market. He set a price target of $105 per share, but the stock fell 68 cents to $83, from Thursday's final price of $83.68.
Arcuri set a "Sell" rating and an $8 price target on shares of Evergreen Solar Inc., and said Evergreen has heavy capital needs. The stock declined 36 cents, or 4 percent in premarket trading, to $8.54. Shares closed Friday at $8.90. Top of page
Analysts says First Solar will survive lower prices and solar power cell oversupply
May 09, 2008: 09:19 AM EST
NEW YORK (Associated Press) - A Citi Investment Research analyst began covering shares of U.S.-based solar power companies Friday, saying First Solar Inc. is one of the few companies that will weather sharp decline in prices.
Timothy Arcuri expects a large oversupply of solar power cells in 2009 and 2010, which will lead to lower prices and a shakeout in the sector. Companies with cost advantages will trade at much higher levels than their rivals, he said.
Arcuri rated First Solar shares at "Buy," predicting that by 2012, the company will be able to produce energy that costs the same as grid-produced electricity. First Solar's rivals will need another two years to reach that important milestone, he said.
The analyst set a price target of $450 per share, and in premarket electronic trading, the stock gained $7, or 2.5 percent, to $282.80. Shares finished at $275.80 Thursday, and Arcuri's price target implies they will rise 63.2 percent over the next year.
He rates SunPower Corp. stock "Hold," saying the company has lower silicon costs and a more integrated business than its rivals, but may struggle in a commodity market. He set a price target of $105 per share, but the stock fell 68 cents to $83, from Thursday's final price of $83.68.
Arcuri set a "Sell" rating and an $8 price target on shares of Evergreen Solar Inc., and said Evergreen has heavy capital needs. The stock declined 36 cents, or 4 percent in premarket trading, to $8.54. Shares closed Friday at $8.90. Top of page
schöne verschnaufpause in den letzten vier wochen.
wenn der gesamtmarkt mitspielt, könnte jetzt wieder anlauf auf neue höhen genommen werden.
http://seekingalpha.com/article/76569-there-s-a-solar-shakeo…
wenn der gesamtmarkt mitspielt, könnte jetzt wieder anlauf auf neue höhen genommen werden.
http://seekingalpha.com/article/76569-there-s-a-solar-shakeo…
Habe 9 meiner 10 Stücke vertickert...
First Solar shares gain as analysts issue upbeat comments
Associated Press 05.02.08, 6:37 PM ET
NEW YORK -
Shares of First Solar Inc. rose Friday after two days of largely upbeat comments from analysts responding to the solar cell maker's strong first-quarter results.
Shares climbed $12.89, or 4.9 percent, to close at $276.24.
Wedbush Morgan Securities analyst Al Kaschalk raised his price target to $260 from $250. But he also reiterated his "Hold" rating on the shares and warned about the stock's price and volatility.
"Despite the favorable outlook, we do believe valuation matters and suggest investors remain disciplined on what they pay for shares of First Solar," he wrote in a client note.
A day earlier, Goldman Sachs (nyse: GS - news - people ) analyst Michael Molnar maintained his "Buy" rating but increased his 2008 earnings per share estimate to $2.93 from $2.78, partly on expectations the company's revenue may increase more quickly than he had thought.
The analysts' actions came after the company reported Wednesday that, for the quarter ended March 29, earnings rose to 57 cents per share on revenue of $196.9 million. Analysts surveyed by Thomson Financial expected, on average, earnings per share of 47 cents on revenue of $183.6 million.
Meanwhile, ThinkEquity Partners analyst Jonathan Hoopes on Thursday downgraded the shares to "Accumulate" from "Buy," on prospects for "heightened competition from polysilicon-based photovoltaic producers and potentially new technologies."
Associated Press 05.02.08, 6:37 PM ET
NEW YORK -
Shares of First Solar Inc. rose Friday after two days of largely upbeat comments from analysts responding to the solar cell maker's strong first-quarter results.
Shares climbed $12.89, or 4.9 percent, to close at $276.24.
Wedbush Morgan Securities analyst Al Kaschalk raised his price target to $260 from $250. But he also reiterated his "Hold" rating on the shares and warned about the stock's price and volatility.
"Despite the favorable outlook, we do believe valuation matters and suggest investors remain disciplined on what they pay for shares of First Solar," he wrote in a client note.
A day earlier, Goldman Sachs (nyse: GS - news - people ) analyst Michael Molnar maintained his "Buy" rating but increased his 2008 earnings per share estimate to $2.93 from $2.78, partly on expectations the company's revenue may increase more quickly than he had thought.
The analysts' actions came after the company reported Wednesday that, for the quarter ended March 29, earnings rose to 57 cents per share on revenue of $196.9 million. Analysts surveyed by Thomson Financial expected, on average, earnings per share of 47 cents on revenue of $183.6 million.
Meanwhile, ThinkEquity Partners analyst Jonathan Hoopes on Thursday downgraded the shares to "Accumulate" from "Buy," on prospects for "heightened competition from polysilicon-based photovoltaic producers and potentially new technologies."
Antwort auf Beitrag Nr.: 34.017.003 von Dere am 02.05.08 16:21:18Piper Jaffray Boosts Price Target on First Solar (FSLR) to $340
More News related to FSLR
Piper Jaffray raised its price target on First Solar (Nasdaq: FSLR) from $280 to $340, reiterating their Buy rating.
The firm expects upside to raised Q1 and Q2 estimates.
Analyst Jesse W. Pichel said, "Based on recent channel checks with FSLR's largest customers, we believe efficiency improvements are afoot and may take hold in 2H08" and "we believe demand and pricing remains strong and consequently we raise our estimates ..."
More News related to FSLR
Piper Jaffray raised its price target on First Solar (Nasdaq: FSLR) from $280 to $340, reiterating their Buy rating.
The firm expects upside to raised Q1 and Q2 estimates.
Analyst Jesse W. Pichel said, "Based on recent channel checks with FSLR's largest customers, we believe efficiency improvements are afoot and may take hold in 2H08" and "we believe demand and pricing remains strong and consequently we raise our estimates ..."
Trading Spotlight
02.05.2008 10:50
First Solar Inc Shs: buy (Merrill Lynch & Co., Inc.)
Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Merrill Lynch stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) unverändert mit "buy" ein. Das Kursziel werde von 300 auf 360 USD angehoben. (02.05.2008/ac/a/u)
Analyse-Datum: 02.05.2008
First Solar Inc Shs: buy (Merrill Lynch & Co., Inc.)
Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Merrill Lynch stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) unverändert mit "buy" ein. Das Kursziel werde von 300 auf 360 USD angehoben. (02.05.2008/ac/a/u)
Analyse-Datum: 02.05.2008
02.05.2008 08:37
First Solar Inc Shs: hold (Wedbush Morgan Securities Inc.)
Rating-Update:
Los Angeles (aktiencheck.de AG) - Die Analysten von Wedbush Morgan Securities stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) unverändert mit "hold" ein. Das Kursziel werde von 250 auf 260 USD angehoben. (02.05.2008/ac/a/u)
--------------------------------------------
02.05.2008 08:26
First Solar Inc Shs: perform (Oppenheimer & Co. Inc.)
Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Oppenheimer stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) von "outperform" auf "perform" zurück. Das Aufwärtspotenzial der Aktie sei nur noch begrenzt. (02.05.2008/ac/a/u)
First Solar Inc Shs: hold (Wedbush Morgan Securities Inc.)
Rating-Update:
Los Angeles (aktiencheck.de AG) - Die Analysten von Wedbush Morgan Securities stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) unverändert mit "hold" ein. Das Kursziel werde von 250 auf 260 USD angehoben. (02.05.2008/ac/a/u)
--------------------------------------------
02.05.2008 08:26
First Solar Inc Shs: perform (Oppenheimer & Co. Inc.)
Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Oppenheimer stufen die Aktie von First Solar (ISIN US3364331070 (News)/ WKN A0LEKM) von "outperform" auf "perform" zurück. Das Aufwärtspotenzial der Aktie sei nur noch begrenzt. (02.05.2008/ac/a/u)
Antwort auf Beitrag Nr.: 34.011.137 von spoon79 am 01.05.08 20:45:15
Sicher entscheide ich nicht, was der richtige Marktwert ist, aber ein Urteil muss ich mir bilden. Und der Markt hat nicht immer recht.
Wie auch immer, während mir persönlich die Marktkapitalisierung bei FSLR zu hoch ist, um zu kaufen, bin ich auf der anderen Seite auch nicht überzeugt, dass der Kurs fallen wird. Denn sonst würde ich leer verkaufen und das werde ich bei FSLR keinesfalls tun.
Also bleibe ich als interesierter Beobachter und Kommentator neutral am Rande der Ereignisse - das ist schon alles.
Und richtig: Chancen gibts genug andere.
Sicher entscheide ich nicht, was der richtige Marktwert ist, aber ein Urteil muss ich mir bilden. Und der Markt hat nicht immer recht.
Wie auch immer, während mir persönlich die Marktkapitalisierung bei FSLR zu hoch ist, um zu kaufen, bin ich auf der anderen Seite auch nicht überzeugt, dass der Kurs fallen wird. Denn sonst würde ich leer verkaufen und das werde ich bei FSLR keinesfalls tun.
Also bleibe ich als interesierter Beobachter und Kommentator neutral am Rande der Ereignisse - das ist schon alles.
Und richtig: Chancen gibts genug andere.
Antwort auf Beitrag Nr.: 34.011.086 von MontPelerin am 01.05.08 20:37:54
Sehr guter Artikel! Danke Dere. Wo ist der her kopiert?
http://seekingalpha.com/tag/alternative-energy
Sehr guter Artikel! Danke Dere. Wo ist der her kopiert?
http://seekingalpha.com/tag/alternative-energy
Antwort auf Beitrag Nr.: 34.011.086 von MontPelerin am 01.05.08 20:37:54Den Marktwert entscheiden nicht die User von wallstreet-online, sondern andere, die mehr Geld und mehr Ahnung haben. Ich verstehe auch das Rumgejammere einiger Leute hier nicht. Selbst die Käufer, die Ende des Jahres gekauft haben, hatten die Gelegenheit mit einem sehr kleinen Verlust (wegen Euro / USD) ihre Anteile loszuwerden. Es gibt soviele andere Chancen...
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