SOLARWORLD ++ vorab Q-Zahlen 5/11 + gab es einen Aktienrückkauf im 3-Q ? ++ (Seite 5595)
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 8,0800 | +19,17 | |
| 6,8000 | +13,14 | |
| 1,1575 | +12,00 | |
| 3,3300 | +10,26 | |
| 12,140 | +8,01 |
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|---|---|---|
| 0,6110 | -10,41 | |
| 1,7500 | -11,62 | |
| 2,8575 | -13,34 | |
| 1,2294 | -15,21 | |
| 0,6340 | -19,95 |
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Antwort auf Beitrag Nr.: 36.917.341 von peekey am 03.04.09 18:50:21Trina Solar musste für das vierte Quartal einen Verlust von 673.000 US Dollar verbuchen!
Das sind Fakten
Das sind Fakten
Antwort auf Beitrag Nr.: 36.917.138 von BrsenElch am 03.04.09 18:30:24wir hatten die Diskussion schon, daher gehe ich nicht mehr darauf ein. Glaub was du willst, ich recherchiere Fakten.
Antwort auf Beitrag Nr.: 36.916.967 von peekey am 03.04.09 18:08:45Nochmal: Niemand legt seine Herstellungskosten offen auf den Tisch.
Selbst aus dem Bericht geht hervor, das es sich warscheinlich um eine nicht kostendeckende Angebotserstellung handelt.
Schau dir doch einfach die Gewinnstrukturen der Firmen an. Das ist die reale Situation.
Solarworld macht super Gewinne!!!
Das hier ist das ergebnis von deinem Trina Solarwert:
Der chinesische Solarzellenproduzent Trina Solar musste für das vierte Quartal einen Verlust von 673.000 US Dollar.
Glaub nicht alles was du so findest.
Die meisten chinesischen Anbieter verschwinden vom Markt.
LDK Solar
Aufgrund von hohen Abschreibungen muss das Unternehmen aller Voraussicht nach in Q4 2008 einen Verlust zwischen 135 und 145 Mio. Dollar verkraften
Viele Chinesen haben massiv Probleme
Selbst aus dem Bericht geht hervor, das es sich warscheinlich um eine nicht kostendeckende Angebotserstellung handelt.
Schau dir doch einfach die Gewinnstrukturen der Firmen an. Das ist die reale Situation.
Solarworld macht super Gewinne!!!
Das hier ist das ergebnis von deinem Trina Solarwert:
Der chinesische Solarzellenproduzent Trina Solar musste für das vierte Quartal einen Verlust von 673.000 US Dollar.
Glaub nicht alles was du so findest.
Die meisten chinesischen Anbieter verschwinden vom Markt.
LDK Solar
Aufgrund von hohen Abschreibungen muss das Unternehmen aller Voraussicht nach in Q4 2008 einen Verlust zwischen 135 und 145 Mio. Dollar verkraften
Viele Chinesen haben massiv Probleme
Antwort auf Beitrag Nr.: 36.916.873 von peekey am 03.04.09 17:56:55Auszug aus solarfeeds-Link:
The prices disclosed were way below the perceived CNY 2/kWh (USD 0.29/kWh) feasible price. The highest price was offered by China Guangdong Nuclear Wind Power, at CNY 1.92/kWh (USD 0.28/kWh), and the lowest by SDIC Huajing Power, at CNY 0.69/kWh (USD 0.10/kWh), followed by the second lowest at CNY1.09/kWh (USD 0.16/kWh) from China Guangdong Nuclear Energy. The prices from others were within the range of CNY1.1/kWh to CNY 1.6/kWh (USD 0.16kWh to 0.23/kWh). Prices from consortium bidders were generally lower than others.
Though the winning bid has yet to be officially announced, NEF expects the bidders with the lowest proposed tariff rate to win the concession. Indeed, employees from SDIC Huajing and its bidding partner, NYSE-listed Yingli Green Energy, are already claiming to be the winners.
What can be made of these proposed tariff rates? They are fast approaching the retail rate of electricity of CNY 0.3 to 0.5/kWh (depending on where in China you are) and when compared to electricity rates in western markets, clearly competitive. But do these rates make any sense? It seems more likely that these state-owned enterprises are willing take a hair-cut on profitability just for the prestige of winning the first ever solar concession and to start securing market share in this new industry. According to the NEF report:
The extraordinarily low prices disclosed clearly indicate that some participants were willing to bid just for the prestige of the project, just like they did for China’s wind concession projects. Therefore, whether or not the bidding price can be regarded as the benchmark PV power cost in China is still an unanswered question. However, New Energy Finance learnt from some bidders that generally they believe they can run the project profitably at a price of CNY 1.7/kWh (USD 0.25/kWh) under current module price level.
Kostenstrukturen, Seite 10:http://library.corporate-ir.net/library/12/123/123321/items/…" target="_blank" rel="nofollow ugc noopener">http://library.corporate-ir.net/library/12/123/123321/items/…
0,23 USD/Wp Silizium
0,25 USD/Wp Wafer
0,20 USD/Wp Zelle
0,40 USD/Wp Modul
Yingli und Trina produzieren heute schon das Modul unter 1 USD/Wp ohne Silizium!
The prices disclosed were way below the perceived CNY 2/kWh (USD 0.29/kWh) feasible price. The highest price was offered by China Guangdong Nuclear Wind Power, at CNY 1.92/kWh (USD 0.28/kWh), and the lowest by SDIC Huajing Power, at CNY 0.69/kWh (USD 0.10/kWh), followed by the second lowest at CNY1.09/kWh (USD 0.16/kWh) from China Guangdong Nuclear Energy. The prices from others were within the range of CNY1.1/kWh to CNY 1.6/kWh (USD 0.16kWh to 0.23/kWh). Prices from consortium bidders were generally lower than others.
Though the winning bid has yet to be officially announced, NEF expects the bidders with the lowest proposed tariff rate to win the concession. Indeed, employees from SDIC Huajing and its bidding partner, NYSE-listed Yingli Green Energy, are already claiming to be the winners.
What can be made of these proposed tariff rates? They are fast approaching the retail rate of electricity of CNY 0.3 to 0.5/kWh (depending on where in China you are) and when compared to electricity rates in western markets, clearly competitive. But do these rates make any sense? It seems more likely that these state-owned enterprises are willing take a hair-cut on profitability just for the prestige of winning the first ever solar concession and to start securing market share in this new industry. According to the NEF report:
The extraordinarily low prices disclosed clearly indicate that some participants were willing to bid just for the prestige of the project, just like they did for China’s wind concession projects. Therefore, whether or not the bidding price can be regarded as the benchmark PV power cost in China is still an unanswered question. However, New Energy Finance learnt from some bidders that generally they believe they can run the project profitably at a price of CNY 1.7/kWh (USD 0.25/kWh) under current module price level.
Kostenstrukturen, Seite 10:http://library.corporate-ir.net/library/12/123/123321/items/…" target="_blank" rel="nofollow ugc noopener">http://library.corporate-ir.net/library/12/123/123321/items/…
0,23 USD/Wp Silizium
0,25 USD/Wp Wafer
0,20 USD/Wp Zelle
0,40 USD/Wp Modul
Yingli und Trina produzieren heute schon das Modul unter 1 USD/Wp ohne Silizium!
. In a recent bidding war over a solar farm in China, one company offered a price of $0.69/kW.
wie unglaublich schlecht manche Arikel recherchiert sind!!!
Yingli bietet in China für ein 10 MWp Projekt mit 0,69 Yuan pro Kwh Stromgestehungskosten. Das sind etwa 0,10 USD/Kwh!
Quelle:http://www.ad-hoc-news.de/emfis-expert-eilmeldung--/de/Kolum…" target="_blank" rel="nofollow ugc noopener">http://www.ad-hoc-news.de/emfis-expert-eilmeldung--/de/Kolum…
http://www.solarfeeds.com/index.php?option=com_content&view=…
wie unglaublich schlecht manche Arikel recherchiert sind!!!
Yingli bietet in China für ein 10 MWp Projekt mit 0,69 Yuan pro Kwh Stromgestehungskosten. Das sind etwa 0,10 USD/Kwh!
Quelle:http://www.ad-hoc-news.de/emfis-expert-eilmeldung--/de/Kolum…" target="_blank" rel="nofollow ugc noopener">http://www.ad-hoc-news.de/emfis-expert-eilmeldung--/de/Kolum…
http://www.solarfeeds.com/index.php?option=com_content&view=…
Trading Spotlight
Solar's Dead Cat Bounce May Be Over 
by: Kelvin Schulle April 03, 2009
This China's news on a solar subsidy initiative has driven a short covering frenzy in the last two weeks. Suntech Power (STP) zoomed up almost 300% to $14 from a low of $5; LDK gained 70% from $3.75 to $6.8; Canadian Solar (CSIQ) gained 120% from $3 to $6.7; TSL gained 100% from $5.6 to $11; Solarfun (SOLF) rallied from $2.27 to $4.4. Thursday's downturn in the solar sector is difficult to swallow, especially when the DJIA rallied 3% ahead of the G20's conclusion. Investors have started to take profits and are waiting for the euphoria to settle down.
Volume has been drying up in the last few days while stock prices are still climbing. This may signal to investors that this is a dead cat bounce with no further support from fundamentals expected. Investors will realize the help may not come early even though the government has planned to support the domestic renewable energy industry. A good example: U.S. President Obama sent message in 2008 that he is going to support the solar and wind industry, yet these stocks have not rallied because according to the White House, federal assistance to the industry will not come until 2010.
As a result, solar companies such as First Solar (FSLR), Sunpower (SPWRA), Energy Conversion Devices (ENER), GT solar (SOLR) and Evergreen Solar (ESLR) will have tough quarters for the rest of 2009. Recently Energy Conversion reduced its third quarter outlook and said it would slow expansion plans because of the weakening economy. We don't see the Chinese solar stimulus likely taking effect until mid-2010 and so the next two quarters will be under pressure.
Another concern is that low solar panel prices are pressuring the margins of most Chinese solar companies. In a recent bidding war over a solar farm in China, one company offered a price of $0.69/kW. The company is going to lose money if the deal goes through at the proposed price but competition is so high and not many projects are available at this moment. There are currently over 30 solar companies in China and more start-ups are planning on coming to market according to Xinhua newsnet.
http://seekingalpha.com/article/129373-solar-s-dead-cat-boun…
... $0,69/kW oder $0,69/Wp ?? Also für $0,69/kW würde ich sofort alle ihre Lagerbestände aufkaufen und sogar noch die Frachtkosten aus China übernehmen. Billiger geht nicht mehr.
by: Kelvin Schulle April 03, 2009
This China's news on a solar subsidy initiative has driven a short covering frenzy in the last two weeks. Suntech Power (STP) zoomed up almost 300% to $14 from a low of $5; LDK gained 70% from $3.75 to $6.8; Canadian Solar (CSIQ) gained 120% from $3 to $6.7; TSL gained 100% from $5.6 to $11; Solarfun (SOLF) rallied from $2.27 to $4.4. Thursday's downturn in the solar sector is difficult to swallow, especially when the DJIA rallied 3% ahead of the G20's conclusion. Investors have started to take profits and are waiting for the euphoria to settle down.
Volume has been drying up in the last few days while stock prices are still climbing. This may signal to investors that this is a dead cat bounce with no further support from fundamentals expected. Investors will realize the help may not come early even though the government has planned to support the domestic renewable energy industry. A good example: U.S. President Obama sent message in 2008 that he is going to support the solar and wind industry, yet these stocks have not rallied because according to the White House, federal assistance to the industry will not come until 2010.
As a result, solar companies such as First Solar (FSLR), Sunpower (SPWRA), Energy Conversion Devices (ENER), GT solar (SOLR) and Evergreen Solar (ESLR) will have tough quarters for the rest of 2009. Recently Energy Conversion reduced its third quarter outlook and said it would slow expansion plans because of the weakening economy. We don't see the Chinese solar stimulus likely taking effect until mid-2010 and so the next two quarters will be under pressure.
Another concern is that low solar panel prices are pressuring the margins of most Chinese solar companies. In a recent bidding war over a solar farm in China, one company offered a price of $0.69/kW. The company is going to lose money if the deal goes through at the proposed price but competition is so high and not many projects are available at this moment. There are currently over 30 solar companies in China and more start-ups are planning on coming to market according to Xinhua newsnet.
http://seekingalpha.com/article/129373-solar-s-dead-cat-boun…
... $0,69/kW oder $0,69/Wp ?? Also für $0,69/kW würde ich sofort alle ihre Lagerbestände aufkaufen und sogar noch die Frachtkosten aus China übernehmen. Billiger geht nicht mehr.
Antwort auf Beitrag Nr.: 36.913.235 von bossi1 am 03.04.09 11:29:37Rezession
US-Arbeitslosigkeit klettert auf 8,5 Prozent
In den Vereinigten Staaten sind so viele Menschen ohne Job wie seit 25 Jahren nicht mehr. Mehr als 5 Millionen Stellen hat die Krise Amerika bis Ende März gekostet. Den Dax ließen die tiefschwarzen Daten kalt, der Euro legte zu.
http://www.ftd.de/politik/international/:Rezession-US-Arbeit…
US-Arbeitslosigkeit klettert auf 8,5 Prozent
In den Vereinigten Staaten sind so viele Menschen ohne Job wie seit 25 Jahren nicht mehr. Mehr als 5 Millionen Stellen hat die Krise Amerika bis Ende März gekostet. Den Dax ließen die tiefschwarzen Daten kalt, der Euro legte zu.
http://www.ftd.de/politik/international/:Rezession-US-Arbeit…
Antwort auf Beitrag Nr.: 36.907.333 von bossi1 am 02.04.09 16:31:08Gestern - REC says production halted at Moses Lake ...
REC Solar to cut second-quarter production by nearly half
By Steve Goldstein
8:11 a.m. EDT April 3,
REC 55.50, -2.90, -5.0%) said it's going to cut second-quarter production of solar cells and modules by nearly 50%. It blamed inventory build-up following a challenging first quarter. Approximately 180 employees will be affected through terminations of temporary employment contracts, temporary lay-offs of permanent employees and rescheduled vacations. With good contract coverage, REC does not expect changes to the production of cells and modules in the third and fourth quarter of 2009.
http://www.marketwatch.com/news/story/rec-solar-cut-second-…
REC Solar to cut second-quarter production by nearly half
By Steve Goldstein
8:11 a.m. EDT April 3,
REC 55.50, -2.90, -5.0%) said it's going to cut second-quarter production of solar cells and modules by nearly 50%. It blamed inventory build-up following a challenging first quarter. Approximately 180 employees will be affected through terminations of temporary employment contracts, temporary lay-offs of permanent employees and rescheduled vacations. With good contract coverage, REC does not expect changes to the production of cells and modules in the third and fourth quarter of 2009.
http://www.marketwatch.com/news/story/rec-solar-cut-second-…
Nachdem "Der Aktionär" pushed kann auch "Die Welt" Klartext schreiben...
West LB meinte aber auch dies...
03.04.2009 12:54
WestLB belässt SolarWorld auf 'Buy' - Ziel 22 Euro
Die WestLB hat SolarWorld (News/Aktienkurs) nach einer Investorenkonferenz auf "Buy" mit einem Kursziel von 22,00 Euro belassen. Zudem wurde der Titel aufgrund des vorhandenen Kurspotenzials auf die "WestLB Mid&Small Cap Focus List" 
aufgenommen, schrieb Analyst Peter Wirtz in einer Studie vom Freitag. Der aggressive Ansatz des Solarkonzerns werde positiv gesehen. Die Kombination aus einer aggressiven Preissetzung und gleichzeitiges Auftreten als Premiumanbieter sei der Schlüssel für weitere Marktanteilsgewinne.
03.04.2009 12:54
WestLB belässt SolarWorld auf 'Buy' - Ziel 22 Euro
Die WestLB hat SolarWorld (News/Aktienkurs) nach einer Investorenkonferenz auf "Buy"
mit einem Kursziel von 22,00 Euro belassen. Zudem wurde der Titel aufgrund des vorhandenen Kurspotenzials auf die "WestLB Mid&Small Cap Focus List" 
aufgenommen, schrieb Analyst Peter Wirtz in einer Studie vom Freitag. Der aggressive Ansatz des Solarkonzerns werde positiv gesehen. Die Kombination aus einer aggressiven Preissetzung und gleichzeitiges Auftreten als Premiumanbieter sei der Schlüssel für weitere Marktanteilsgewinne. 
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