SUNTECH POWER --- bestens positioniert - 500 Beiträge pro Seite

[boulefan]

Hier nur zwei Gründe, die für einen Einstieg sprechen:

1. CHINA

14.12.05 19:31
Die Aktie des chinesischen Solarzellen-Herstellers Suntech Power Holdings hat an der NYSE heute ein fulminantes IPO hingelegt. Die Titel, deren Preisspanne zuvor von 11 bis 13 auf 13 bis 15 Dollar angehoben wurde, gingen mit 15 Dollar in den Handel und schossen daraufhin um 34 Prozent nach oben auf derzeit 20,10 Dollar. Das Unternehmen hat 26,4 Millionen Titel an den Markt gebracht und damit rund 396 Millionen Dollar einsammeln können. 6,4 Millionen Papiere kamen dabei aus den Beständen der Altaktionäre.Suntech Power hat seinen Hauptsitz in der chinesischen Provinz Jiangsu. Das Unternehmen will mit den Geldern seine Produktionskapazitäten erweitern und mehr Mittel in die Forschung stecken. Unternehmensziel sei es, die Produktionskosten mittelfristig von 2,3 auf 1 Dollar je Kilowattstunde installierter Leistung abzusenken und solaren Strom damit konkurrenzfähig gegenüber fossilen Energieträgern zu machen. Der wichtigste Markt von Suntech ist derzeit Japan, gefolgt von den westeuropäischen Ländern Deutschland, Italien und Spanien, wo Solarenergie staatlich gefördert wird.



2. SOLARWORLD

SolarWorld läßt in CHINA produzieren
09.02.2005
Börsenreport

"Strom aus Sonne" ist derzeit der große Renner. Um die hohe Nachfrage nach Solarmodulen befriedigen zu können, läßt der Bonner Photovoltaik-Spezialist Solarworld zukünftig in China produzieren. SolarWorld hat mit dem chinesischen Solarproduzenten Suntech Power einen Vertrag für die Lizenzproduktion von Solar-Modulen geschlossen.

Suntech Power werde für Solarworld in China Solarstrom-Module produzieren, um die steigende Nachfrage befriedigen zu können. Das Volumen des Lizenzgeschäftes werde in den nächsten beiden Jahren rund 100 Mio. Euro betragen. Solarworld fertigt seine Module bisher an Standorten in Freiberg und Schweden.

http://www.solarworld.de/presse-2005/index.php?seite=../pres…

[ottomania]

hab mich gerade entschlossen mir
ein paar anteile ins Depot zu legen...

Na dann!
auf zu neuen Höhen

grüßle
ottomania

[boulefan]

[heartofgold]

Hallo, leider habe ich nur wenige Stücke gekauft. Wo kann ich mich über dieses Papier mehr informieren? Wie ist bei der Produktion von Solartechnik eigentlich der Anteil von "Arbeitskraft" und "Wareneinsatz", (andere Bezeichnungen fallen mir nicht ein!)? Bei den Arbeitslöhnen in China müsste man doch ohne Subventionen mit Ertrag produzieren können, oder?

Es grüßt heartofgold

[boulefan]

Unglaublich, 50% in 4 Wochen.
Allein heute wieder +10%.

Warum habe ich wieder viel zu wenig Kohle da reingesteckt?

[CleanEarthForNature]

Egal das wird schon mehr boulefan wenn es Splitet

In der ruhre liegt die Kraft

China geht an den Start und die sind ohne Spass
http://de.wrs.yahoo.com/_ylt=Avp9gG.Vu0Svys_dHa4czRtdCQx.;_y…

[boulefan]

@ Clean..
Du hast echt die ruhre weg

[jellyfisch]

http://www.digitimes.com/systems/a20060112A4017.html

China’s Suntech Power to invest US$20 million in improving solar cell efficiency



Nuying Huang, Taipei; Adam Hwang, DigiTimes.com [Thursday 12 January 2006]


Suntech Power Holdings, the largest maker of solar cells in China, will invest US$20 million over the next two years in R&D to improve the energy conversion efficiency of solar cells, according to China-based media People’s Daily Online.

In addition, Suntech Power will increase its domestic sales from 20% of its total production currently to 50% in five years, the media indicated. This is to meet expected fast growth in domestic demand for solar cells due to China’s enforcement of laws and incentives regarding utilization of renewable energy early this month, the media noted.

In the meantime, Suntech Power will expand its annual production capacity from 120MWp (megawatts-peak) at the end of 2005 to 240MWp in the first half of this year and further to 1,000MWp in five years, the media indicated.

[Snare]

Jetzt auch dabei. Einige -Bekannte- vom Evergreen Board sind ja schon länger hier - kann mir jemand sagen warum die Börsen incl. NYSE nicht auf einer Seite erscheinen?

Gruß, Snare

[TimeFactor]

Solarenergie wird in den nächsten Jahrzehnten noch mehr an Bedeutung gewinnen. Ich glaube zur Zeit kann man diese Aktien blind kaufen. Der Markt scheint unerschöpflich zu sein !!

[boulefan]

@TimeFactor
genau so sehe ich es auch.

ABER:
Welche Aktien haben die beste Performence?
Da fällt die Wahl schwer.

[CleanEarthForNature]

@n besten alle da kann man nix falsch machen

Q-Cells
Solarworld
Evergreen
Sunways
SunTech
Solarparc
XsunX 250%
Solarfabrik
Spire

[davec2k]

bald nähere ich mich der 100% marke.. juhu

[porsche1000]

Hallo, wieviel Umsatz und Gewinn macht der Laden denn? Weiß das jemand? Vielleicht sammle ich mir ein paar ein.
Danke!
Mfg

[boulefan]

Unglaublich!!
Das Ding ist nicht zu stoppen.
Steigt permanent fast jeden Tag.

[Snare]

@porsche

wenn sie hier einmal schauuen wollen ...http://http://yahoo.smartmoney.com/eqsnaps/index.cfm?story=s…

Ich auch eine Frage. Warum sind die deutschen Börsen nicht zusammen
mit der US Börse auf einer Seite bei WO sichtbar?

Gruß und Dank

[Snare]

hier ist ja richtig Stimmung

[boulefan]

Alle atemlos bei diesem Kursverlauf.
Mal sehen, wie die Korrektur aussieht - wenn sie denn kommt

[boulefan]

Steigt und steigt und steigt und ...

[CleanEarthForNature]

Hallo kommt da etwa noch ein Kurs für mIcH

mal die Angel auswerfen

[Snare]

Suntech Power to Announce Fourth Quarter and Full Year 2005 Financial Results on February 13, 2006
WUXI, China, Jan 18, 2006 /Xinhua-PRNewswire via COMTEX News Network/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP), a leading global solar energy company, announced that it will release its fourth quarter and full year 2005 financial results after the US market closes on Monday, February 13, 2006. Dr. Zhengrong Shi, Chairman and CEO, and Amy Zhang, CFO, will host a conference call that day at 7:00 p.m., Eastern Time (which corresponds to February 14, 2006 at 8:00 a.m., Beijing/Hong Kong time) to discuss the company`s results.

To access the conference call, please dial [phone] (for US callers) or [phone] (for Hong Kong callers) and ask to be connected to the Suntech earnings conference call. A live webcast of the conference call will be available on the investor relations section of Suntech Power`s website at http://www.suntech-power.com.

[davec2k]

und sie fallen und fallen.. ist es sinnvoll bis am 7.2. zu warten oder heuer schon ausbuchen?

[Snare]

Wenn man wüsste warum? Das da Leute jetzt schon im Hinblick auf
die kommenden Zahlen verkaufen .... schwer vorstellbar ... mmhhh ratlos

[davec2k]

hab einen auf sicher gemacht, bin raus und habe gewinn noch realisiert. steige sicher wieder ein, wenn der kurs noch tiefer fällt!

[CleanEarthForNature]

mir egal will noch 1x kaufen

[Snare]

Stone said he expects Suntech to earn 53 cents per share on sales of \$460 million in 2006, and 87 cents per share on sales of \$730 million in 2007.
Alt - dennoch zur Info

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AP
Suntech Shares Up As Analyst Sees Growth
Monday January 23, 3:55 pm ET
Suntech Power Shares Reach New 52-Week High After Analyst Issues Report Recommending Purchase

NEW YORK (AP) -- Shares of Chinese solar-power cell maker Suntech Power Holdings Co. reached a new year high Monday after an analyst issued a report recommending their purchase, saying the company is poised for rapid long-term growth.
ADVERTISEMENT

American depositary shares of Suntech were up $3.39, or 8.5 percent, to $43.52 in afternoon trading on the New York Stock Exchange after earlier reaching $45.95, a new 52-week high for the stock, which previously ranged from $19 to $40.69. Volume was nearly twice average daily volume.

"We believe (Suntech) is an attractive pure play on the global PV market, as especially well positioned to access local resources and longer-term domestic demand," Robert W. Stone of SG Cowen & Co. wrote in a note to clients.

Stone said solar power initiatives in California, as well as ongoing geopolitical and environmental concerns, will boost the growth of the solar power market over the next several years.

Stone said he expects Suntech to earn 53 cents per share on sales of $460 million in 2006, and 87 cents per share on sales of $730 million in 2007.

Suntech shares debuted on the NYSE in December at $15 per share. The company will release its fourth quarter and full-year 2005 earnings after the market closes on Feb. 13.

[Snare]

Suntech Power Lacks Electricity
Scott Reeves, 12.09.05, 6:00 AM ET

By This Author
Scott Reeves


NEW YORK - Photovoltaic technology is a dream, but no mystery: Converting the sun`s energy to electricity is a nifty idea, but the sector needs government subsidies and tax breaks to compete with conventional power generation.

Photovoltaic technology may never move beyond the golly-gee-wow stage and into widespread commercial use. Reliability can be uneven. Competing technologies including wind power, fuel cells and biomass may prove more cost-effective and could dominate the alternative-energy market in the future.

This makes Suntech Power Holdings` planned initial public offering iffy for the long term, despite what looks like a solid opening and a good first day.

The photovoltaic sector has great potential and offers investors a chance to place their bets on a sector that generates buzz, if not consistent profits.

Suntech Power Holdings designs, develops and manufacturers photovoltaic, or PV, cells. The company began operations in May 2002, and its short operating history makes it impossible to gauge long-term prospects. Photon International magazine, a trade publication, says the company is one of the top-ten makers of photovoltaic cells in the world based on output.

Suntech Power cells are sold for residential, commercial, industrial and public-utility use in China, Europe and the U.S. The company says it has increased its manufacturing capacity 12 times in about three years, and that its cells are more efficient than some of its competitors.

Worldwide shipment of solar-power systems has grown at an annual compound rate of about 20% since 1985, reports Strategies Unlimited, a research firm. In 2004, the global power market had revenue estimated at $6.5 billion--more than enough to grab investors` attention.

However, the sector can`t yet compete with traditional electrical generation. The cost of solar power has declined steadily in the last 30 years, but is still more expensive than traditional sources. Solar power can compete only with the assistance of government incentive programs--a polite way of saying handouts. While unlikely, elimination of subsidies could mean lights-out for the solar electric industry.

In its SEC registration statement, Suntech Power Holdings warns, "At present, the cost of solar energy substantially exceeds the retail price of electricity in most markets in the world. As a result, federal, state and local governmental bodies in many countries, most notably Germany, Spain and the United States, have provided subsidies in the form of cost reductions, tax write-offs and other incentives to end users, distributors, systems integrators and manufacturers of PV products. Reduction or elimination of these government subsidies and economic incentives because of policy changes, fiscal tightening or other reasons may result in the diminished competitiveness of solar energy, and materially and adversely affect the growth of these markets and our revenues." Quick question: May result?

Silicon, a raw material used in the manufacture of the company`s cells, is in short supply. This drives up the price and could limit the company`s future growth. Worse, higher costs for raw materials could make it more difficult for the company to remain consistently profitable.

Suntech Power Holdings has experienced rapid growth, and recent profits may not be indicative of future performance. For the nine months ended Sept. 30, the company reported net income of $20.1 million on revenue of $137 million compared with net income of $8.8 million on revenue of $47.6 million for the same period a year ago. The stockholders` deficit totaled $17.8 million on Sept. 30.

Competitors include BP Solar, Royal Dutch Shell (nyse: RDSA - news - people ), Evergreen Solar (nasdaq: ESLR - news - people ), Mitsubishi (nyse: MTU - news - people ), Sanyo (nasdaq: SANYY - news - people ), Q-Cells, SolarWorld and Sharp.

Suntech Power Holdings of Jiangsu Province, People`s Republic of China, plans to offer 26.38 million American Depositary Shares at $11 to $13 each through underwriters led by Credit Suisse First Boston and Morgan Stanley (nyse: MWD - news - people ). Each ADS represents one common share. The proposed New York Stock Exchange Symbol is STP. The deal is expected to be priced the week of Dec. 12.

The IPO includes 6.38 million ADS offered by current shareholders. The company will receive nothing from the sale of these shares. The company plans to use net proceeds raised in the IPO to purchase raw materials, to expand manufacturing capacity and for research and development.

Expect investors to value Suntech Power Holdings quickly and accurately in early trading. Unlike SunPower, Suntech is profitable. But the decision of current shareholders to cash out will mute this advantage. The deal also comes with all the potential--and risk--associated with China. This makes Suntech Power Holdings a good bet as an IPO and a lousy bet as a long-term hold.

Suntech Power Holdings will show life in early trading. There`s money to be made on this IPO, but the stock isn`t yet a long-term hold. It might be wise to pocket a quick profit and return to the stock after it has aged a few quarters. Individual investors may want to consider established companies in the sector, especially those closer to home.

[jxs]

Hallo zusammen,

sehe ich das richtig das die MK 6,1 Mrd und das KGV 142 ist?
http://de.finance.yahoo.com/q?d=v1&s=stp&m=US

ganz schön happig

[boulefan]

Sieht so aus. Guck mal bei Solarworld. Da sinds nur 1,6 Milliarden. Dann kann sich Solarworld noch locker ver4fachen

[Alibabus]

Suntech wird voraussichtlich 2006 eine Kapazität von 300MWp erreichen!. Geplant ist auch der Bau einer 1,2Gwp-Fabirk. Mit 300Mwp wären sie drittgrößter Zellenherstller der Welt! (nachQ-Cells +Sharp)
Es lohnt sich auf jeden Fall die Aktie bei einem Rücksetzer zu kaufen.

Quelle: Sonne, Wasser und Wind

Alibabus

[StLaurent]

@jxs
Wo/wie kann man darauf Puts kaufen? In USA?

[scamhunter]

Heute Zahlen ...

OS:


Typ: Call
WKN: DB061B
ISIN: DE000DB061B5
BzV: 0,1
Basispreis: 45,00
Laufzeit: 15.06.2006

Typ: Put
WKN: DB062B
ISIN: DE000DB062B3
BzV: 0,1
Basispreis: 35,00
Laufzeit: 15.06.2006

Typ: Call
WKN: DB063B
ISIN: DE000DB063B1
BzV: 0,1
Basispreis: 50,00
Laufzeit: 20.12.2006

Typ: Put
WKN: DB064B
ISIN: DE000DB064B9
BzV: 0,1
Basispreis: 30,00
Laufzeit: 20.12.2006

[scamhunter]

geile MK!

[Snare]

Suntech Power Reports Fourth Quarter and Fiscal Year 2005 Unaudited Financial Results

Increasing Adoption of Solar Energy Initiatives Worldwide
Drives Strong Demand for Suntech`s Products

Highlights:

- Fourth quarter 2005 net revenues up 136.3% to $89.0 million over fourth
quarter 2004

- Fiscal year 2005 net revenues up 165.0% to $226.0 million over fiscal
year 2004

- Fourth quarter 2005 net income was $10.6 million, or $0.10 per basic
share

- Fiscal year 2005 net income was $30.6 million, or $0.31 per basic share

- Production capacity reached 150MW at the end of 2005
WUXI, China, Feb. 13 /PRNewswire-FirstCall/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP), a leading global solar energy company, today announced fourth quarter 2005 total net revenues of $89.0 million and net income of $10.6 million, or $0.10 per basic share. Total net revenues for fiscal year 2005 were $226.0 million and net income was $30.6 million, or $0.31 per basic share.

"Increasing adoption of solar energy initiatives worldwide, particularly in China and Spain, drove strong demand for our solar cell and module products in the fourth quarter," said Dr. Zhengrong Shi, Suntech`s chairman and CEO. "This led to our solid financial performance for the fourth quarter and the year as we continue to be one of the fastest growing pure play PV manufacturers in the world.

"We significantly grew our production capacity in 2005 to 150MW. The demand for solar energy worldwide continues to exceed supply, and the market is rapidly absorbing any increases in capacity. By the end of 2006, we expect our capacity to reach 240MW," added Dr. Shi.

Fourth Quarter 2005 Results

Suntech`s total net revenues for the fourth quarter increased 136.3 percent to $89.0 million over fourth quarter 2004 total net revenues of $37.7 million, and 57.2 percent over third quarter 2005 total net revenues of $56.6 million. Growth in net revenues in the fourth quarter was due to increases in production volumes and demand, and improvements in the average sales prices of Suntech`s photovoltaic ("PV" or "solar") cell and module products.

Suntech successfully executed its 2005 expansion plans adding a 30MW solar cell production line that became operational at the end of the fourth quarter of 2005. This increases Suntech`s annual capacity to 150MW from 120MW as of September 30, 2005. During the fourth quarter, Suntech derived approximately 63.7 percent of total net revenues from PV modules.

Fourth Quarter 2005 PV Net Revenues by Products

Q4 2005 % of Q4 Growth Growth
2005 Net vs. Q4 vs. Q3
Revenues 2004 2005

PV Cells $31.7 million 35.7 % +1,729.6% +126.6%
PV Modules $56.7 million 63.7 % +57.8% +34.8%
PV System Integration $ 0.6 million 0.6 % +6,301.8% +2.6%
Total $89.0 million 100.0 %

Gross profit for the fourth quarter was $23.6 million, representing an increase of 83.7 percent over fourth quarter 2004 gross profit of $12.8 million, and an increase of 39.6 percent over third quarter 2005. Gross margin decreased to 26.5 percent, compared with 34.1 percent in the fourth quarter 2004 and 29.8 percent in the third quarter 2005. The decrease in gross margin in the fourth quarter 2005 as compared with the fourth quarter 2004 and the third quarter 2005 was largely attributable to an increase in the cost of raw materials, which constituted the largest portion of cost of revenues. The sequential decrease in gross margin was also partly due to a $1.6 million inventory write-off for substandard wafers as well as an increase in share-based compensation to $1.2 million.

The Company has continued to focus on technology research and development to achieve high performance solar cells at low cost per watt. As of December 31, 2005, the conversion efficiency rates of the Company`s monocrystalline and multicrystalline silicon PV cells reached 17.0 percent and 15.3 percent, respectively, up from 16.5 percent and 15.0 percent, respectively, at the end of the third quarter 2005.

Income from operations for the fourth quarter was $12.5 million, or 14.1 percent of total net revenues, compared with $11.0 million, or 29.3 percent of total net revenues in the fourth quarter of 2004, and $10.3 million, or 18.2 percent of total net revenues in the third quarter 2005. The decrease in operating margin compared with both prior periods was primarily due to decrease in gross profit margins as well as increases in share based compensation and research and development expenses.

Net income for the fourth quarter was $10.6 million, representing a 4.0 percent decrease from the same quarter in the prior year and a 21.9 percent increase from the third quarter 2005. Basic net income per share for the fourth quarter 2005 was $0.10.

Full Year 2005 Financial Results

For the full year 2005, Suntech`s total net revenues increased 165.0 percent to $226.0 million over total net revenues in 2004 of $85.3 million. For the full year 2005, Suntech derived approximately 24.2 percent of total net revenues from PV cells driven mainly by the strong demand from China`s domestic market.

Fiscal Year 2005 PV Net Revenues by Products

2005 % of Growth 2004 % of
2005 vs. 2004
Net 2004 Net
Revenues Revenues

PV Cells $54.7 million 24.2% 645.5% $7.3 million 8.6%
PV Modules $170.1 million 75.3% 118.4% $77.9 million 91.4%
PV System
Integration $1.2 million 0.5% 2,012.6% $0.1 million 0.0%
Total $226.0 million 100.0% $85.3 million 100.0%

Gross profit for the full year 2005 was $68.6 million, representing an increase of 173.0 percent from the prior year`s gross profit of $25.1 million. Gross margin increased slightly to 30.3 percent, compared with 29.4 percent in the previous year. Income from operations for the full year 2005 was $42.7 million, or 18.9 percent of total net revenues, and a 113.2 percent increase over 2004 income from operations of $20.0 million, or 23.5 percent of total net revenues. The decline in operating margin in 2005 is primarily due to the increase in general and administrative expenses related to Suntech`s business expansion, restructuring and share based compensation charges.

Net income for the full year 2005 was $30.6 million, representing a 55.0 percent increase from the previous year. Basic net income per share was $0.31 in 2005 compared to $0.22 in 2004.

Balance Sheet and Cash Flow

As of December 31, 2005, Suntech had cash and cash equivalents of $359.3 million. Net operating cash flow for the full year 2005 was $22.6 million, compared with $2.6 million for 2004. Suntech had capital expenditures of $29.7 million in 2005, compared with $9.4 million for 2004.

Business Outlook

Suntech expects its total net revenues in the first quarter 2006 to be in the range of $75 million to $80 million, representing year-over-year growth in the range of 95 percent and 108 percent.

Fourth Quarter and Year End 2005 Conference Call

Suntech`s earnings announcement conference call will take place on February 13, 2006 at 7:00 p.m., Eastern Time, which corresponds to February 14, 2006 at 8:00 a.m., Beijing/Hong Kong time. To access the conference call, please dial [phone] (in the U.S.) or [phone] (in Hong Kong) and ask to be connected to the Suntech earnings call.

A live webcast of the conference call will be available on the investor relations section of Suntech Power`s website at http://www.suntech-power.com.

A replay of the conference call will be available for two weeks on the investor relations section of Suntech Power`s website or by dialing [phone] (passcode: 12676998).

About Suntech Power Holdings Ltd.

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by production output in 2004. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial and public utility sectors. Suntech`s customers are located in various markets worldwide, including Germany, Spain, China and the United States. For more information, please visit http://www.suntech-power.com.

[jellyfisch]

http://www.forbes.com/business/energy/2006/02/13/suntech-eve…

Market Scan
Solar Energy Gets Boost From Higher Electricity Rates
Kate DuBose Tomassi, 02.13.06, 4:32 PM ET

S.G. Cowen analyst Robert Stone previewed Monday’s upcoming earnings report from Suntech Power Holdings, an imminent report from Evergreen Solarand recent news from SunPower, which reported fourth-quarter 2005 earnings on Jan. 26, saying that the “trend toward higher electricity rates should boost appeal” of solar photovoltaic (PV) energy.

“Natural gas prices have pulled back from hurricane-inspired record levels, helped by milder-than-average winter weather,” the analyst said in a report Monday. "However, this does not alter the longer-term trend toward higher electricity prices, due to increasing dependence on natural gas."

Suntech Power Holdings (nyse: STP - news - people ), which will report earnings Monday, is the largest PV manufacturer in China and one of the world’s ten largest PV manufacturers, according to the analyst.

“We believe Suntech is an attractive pure play on the growing global PV market, and especially well-positioned for access to local resources and longer term domestic end-market demand,” he said.

The analyst forecasts Suntech will beat the analyst’s earnings estimates for the fourth-quarter of 2005 of 6 cents per share on revenue of $75 million.

“As evidenced by the State of the Union address, we believe increased government support for alternative energy is likely this year,” said Stone. "A key trigger for solar PV could be extension of the two-year tax credit to a full 10 years."



The analyst said that while Marlboro, Mass.-based Evergreen Solar (nasdaq: ESLR - news - people ) isn’t profitable yet because of the company’s insufficient scale, he nevertheless expects “rapid growth, margin expansion, plus scarcity value as a solar pure play to drive share price appreciation.”

The company is expected to report fourth-quarter 2005 earnings within the next couple of weeks.

Sunnyvale, Calif.-based SunPower’s “unique, all back contact design enables the highest efficiency solar cells available in mass production, providing up to 50% greater output as well as a more aesthetically pleasing appearance,” said the research analyst.

SunPower (nasdaq: SPWR - news - people ) customers include General Electric (nyse: GE - news - people ), Conergy, Solon, and PowerLight, he said. The analyst expects an increase in revenue of more that four times from 2005 to 2007. “Margins should also expand, thanks to higher utilization and improvements in process, mix and yields,” he added.

“We continue to recommend purchase of Evergreen Solar, SunPower and Suntech Power Holdings,” said the research analyst. "We look for positive triggers from upcoming fourth-quarter reports, as well as likely increased legislative support for alternative energy."

[scamhunter]

ich sach ja, geiel MK , da ist der kurs wohl unten raus aus dem Dreieck nach den Zahlen !

[boulefan]

Hat ja mächtig gerappelt heute.
Mal sehen, wie´s weitergeht.
Habe den Finger schon vorsichtshalber auf dem Notausknopf

[boulefan]

14.02.2006 - 14:20 Uhr
China und Solarenergie – Explosive Mischung mit Hebel
Es gibt Sachen, die lassen sich einfach gut verkaufen. Das ist an der Börse nicht anders als im ganz normalen Leben auch. Während im Einzelhandel langsam aber sicher das Fußball-WM-Fieber ausbricht, boomen am Kapitalmarkt die Themen China und Solarenergie. Die Chinesen werden immer dann herangezogen, wenn nach Argumenten für steigende Rohstoffpreise gesucht wird und beim Thema Solar-Aktien fühlen sich Anleger fast schon in die „guten alten Zeiten“ des Neuen Marktes zurückversetzt. War es damals vor allem das Thema Internet, was die Massen begeisterte und zu teils willenlosen Käufen hinriss, wird nun so gut wie alles gekauft, was irgendwie mit alternativen Energien zu tun hat.

Bei den vor allem im TecDax notierten Solar-Aktien waren prozentual zweistellige Kursanstiege pro Tag in den vergangenen Wochen fast schon der Normalfall. Trotz der jüngsten Konsolidierung haben die Aktien von Solarworld und des Börsenneulings Q-Cells ihren Wert seit Jahresbeginn in der Spitze mehr als verdoppelt. Und wenn der Hype anhält, dann wird der Nachfolgeindex des Neuen Marktes demnächst noch stärker davon profitieren. Denn nach Einschätzung der HypoVereinsbank-Analysten rückt bei der nächsten Indexumstellung im März mit Solon ein weiterer Vertreter der Solar-Branche in den Nachfolgeindex des Neuen Marktes auf.

Doch nicht nur deutsche Unternehmen profitieren von den hohen staatlichen Förderungen für erneuerbare Energien. Auch im Ausland wird immer stärker nach Alternativen zu den bisherigen Energiequellen gesucht. In China zum Beispiel will die Regierung in den kommenden knapp drei Jahren jedes Dorf mit Elektrizität versorgen (ja, das ist bislang tatsächlich noch nicht der Fall). Mit dem zu Beginn dieses Jahres verabschiedeten Gesetz über erneuerbare Energien hat sich der Staat außerdem verpflichtet, dabei verstärkt auf Solar-, Wind- und Wasserkraftenergie zu setzen. Und als einen der Hauptprofiteure davon hat Merrill Lynch nach einem Besuch einer Fondsmanagerin in China den dortigen Marktführer Suntech Power identifiziert. Das Unternehmen gilt als größter Solarzellenproduzent in China, erzielt seine Umsätze bislang aber vor allem in Deutschland.

Solarenergie und China – da geht was! Das dachte sich wohl auch die Deutsche Bank und emittierte prompt neue Optionsscheine auf die erst seit Dezember börsengelistete Aktie, die seit der ersten Börsennotiz bereits 100 Prozent zulegen konnte. Die beiden für Solar-Bullen aufgelegten Calls eignen sich allerdings nur für sehr bullische Trader. Die Basispreise liegen jeweils deutlich über dem aktuellen Kurs. Zudem sind die Laufzeiten mit vier bzw. zehn Monaten recht kurz. Bei einem Spread von 3 Cent (entspricht ca. 3 bzw. 5% Aufschlag auf den Geldkurs) und einem Omega von nur 2,8 (WKN: DB061B, Basis 45 Dollar, bis Juni 2006) bzw. 2,1 (WKN: DB063B, Basis 50 Dollar, bis Dezember 2006) müssen Anleger schon darauf hoffen, dass die Aktie so schwankungsfreudig bleibt wie in den ersten Wochen nach Börseneinführung.

Ralf Andreß


http://www.finanztreff.de/ftreff/news.htm?id=24290510&sektio…

[Spittiinvestor]

Eine interessante Aktie. Ich behalte den Wert mal im Auge. Was mich noch stört, ist das hohe KGV im Gegensatz von z.B. Reinecke & Pohl Sun Energy (WPKN 525070).

[WolfGo]

Und, einsteigen? Oder it der Hype um die Aktie vorbei? Die Sache mit SW ist natürlich sehr interessant - vielleicht will ja SW SunTech kaufen In Asien sind die noch gar nicht vertreten.

[MrMoose]

17.04.2006 14:55
Suntech Power Chosen to Provide Solar Energy System for Beijing Olympics

130KW Solar Energy System to Help Power 2008 Beijing Olympic Main Stadium

BEIJING, April 17 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, announced today an exclusive contract to supply a 130KW solar energy system for Beijing's Bird's Nest Stadium, the main stadium for the 2008 Beijing Olympic Games. The world-class solar energy system will be installed at 12 entrances of the Bird's Nest Stadium.

"The Bird's Nest Stadium solar energy project demonstrates China's commitment to clean, renewable energy and a green Olympics," remarked Dr. Zhengrong Shi, Suntech's chairman and CEO. "We are delighted that Suntech's leading PV system has been chosen to help power the main stadium for the 2008 Beijing Olympics."

Dr. Shi noted that China's first renewable energy law, which came into effect at the beginning of 2006, is designed to increase renewable energy use in China.

Suntech is committed to becoming the 'lowest cost per watt' provider of PV solutions to customers worldwide. According to Solarbuzz, an independent solar energy research firm, PV industry revenues were approximately $6.5 billion in 2004. Solarbuzz projects that PV industry revenues will reach $18.6 billion by 2010.

[MrMoose]

Suntech Power: The Future Is Bright
Monday April 17, 10:34 am ET
By Will Frankenhoff


As readers might have noticed from past articles such as "Can Oil Still Power Portfolios?," I'm a fervent believer in the prospects of the oil industry over the next few years. However, being bullish on oil doesn't mean I'm blind to the growing opportunities in alternative energy in general or, more specifically, in the realm of solar power.
ADVERTISEMENT


I believe the combination of continued growth in world energy demand, the ever-increasing affordability of photovoltaic (PV) cells and modules, and growing government incentives for renewable energy sources should drive the global market for solar energy significantly higher over the coming months and years.

There are many ways to invest in the emergence of solar power as an economically feasible energy source, ranging from major oils with significant investments in solar, such as mighty BP (NYSE: BP - News), to conglomerates like Kyocera (NYSE: KYO - News) and wafer manufacturers like MEMC Electronic Materials (NYSE: WFR - News). My favorite pure play in the sector, however, is a recent IPO -- Suntech Power Holdings (NYSE: STP - News), a low-cost Chinese manufacturer of PV cells and modules.

Now, I recognize that I'm highlighting a company that could be perceived as a poster child for risk -- the very words "solar," "China," and "IPO" tend to have a chilling effect on investors sometimes -- but appearances can sometimes be deceiving. Don't get me wrong -- investing in Suntech isn't for the faint of heart, nor is it a place to put Grandma's savings. But for a patient, long-term investor, the risk/reward ratio certainly looks favorable.

Let's begin by taking a quick look at the solar market in general:

World energy demand
According to the U.S. Department of Energy, worldwide electricity demand is expected to jump from 14.3 billion megawatt (MW)-hours in 2002 to 26 billion MW-hours in 2025 -- an increase of 82%. According to Solarbuzz, an independent solar research firm, solar energy production presently accounts for less than 0.01% of this total -- a mere 5,000 MW. This statistic will have to change, given the tightness (and finite supply) of traditional sources of supply such as oil, natural gas, and coal.

Solar energy affordability
The inhibitor to wide-scale adoption of solar power has always been cost, yet this factor is slowly but surely changing. Over the past 15 years, solar energy (PV) prices have declined by an average 4% per year, driven by increased conversion efficiencies (the average solar module currently has an efficiency of 15%) and economies of scale. As a result, electricity can now be generated for $0.22-$0.40 per kilowatt/hour without government incentives. However, where government incentive programs exist, this cost drops down to around $0.10-$0.12 per kilowatt/hour. This compares to the average U.S. residential electricity price of $0.085 per kilowatt/hour.

Government incentives
Obviously, as illustrated above, government incentive programs will continue to be key factors in driving future adoption of solar power. A quick look at a few countries shows that incentives remain strong. In Spain, the government-subsidized PV projects to the tune of $230 million in 2004. In Germany, banks approved loans for more than 250 MW of PV systems by the end of 2003. In the U.S., the California Solar Initiative is an 11-year, $3.2 billion incentive program that aims to install 3,000 MW of solar power. And in China, the government is considering more favorable tax incentives on top of the 50% break awarded to investors in renewable energy.

PV market growth
The combination of these three drivers (as well as soaring prices for fossil fuels) bodes well for growth in the solar market. Indeed, the trend toward increased solar energy demand is already evident in the fact that the global PV market, as measured by annual PV system installations, jumped from 254 MW in 2000 to more than 1,450 MW in 2005 -- a compound annual growth rate in excess of 37%. This growth shows little sign of slowing, and Solarbuzz projects that PV annual installations in 2010 will total between 3,200 and 3,900 MW, generating industry revenues of approximately $18.6 billion-$23.1 billion. That's not a small chunk of change, especially when you compare it to worldwide industry revenue of just $6.4 billion in 2004. Suntech Power is well-positioned to grab a piece of that proverbial pie.

Suntech Power
As I mentioned at the beginning of this article, Suntech Power is a China-based manufacturer of PV cells and modules. The key to this story (aside from the generally positive trend in the overall solar market) is its position as a low-cost manufacturer -- a factor that enables it to post margins significantly better than its competitors'. This point is amply illustrated by Suntech's gross margin of 28% in the fourth quarter of 2005, compared with the 20% and 14% gross margins posted by competitors Sunpower (Nasdaq: SPWR - News) and Evergreen Solar (Nasdaq: ESLR - News), respectively. Suntech also earned money in the quarter (to the tune of $10.6 million, or $0.09 per diluted share), while both Sunpower and Evergreen bled red ink.

This cost advantage will enable Suntech to better withstand the upward pressure on silicon prices currently affecting the industry. The company's expected ramp-up to around 205 MW of production capacity by the end of 2006 (compared with just 85 MW in 2005, according to Morgan Stanley) should further enhance its market position and profitability.

Additional drivers include the company's expected grant of reception of the Underwriter's Lab Certification this month (which will allow it to enter the U.S. market), the Chinese government's stated objective of having renewable energy supply make up 15% of its total energy needs by 2020 (up from 7% currently), and the possibility that Suntech will invest in an upstream silicon manufacturer to obtain a secure supply of material.

Sounds interesting, but what about the valuation?

Suntech Power went public just last December at $15 per share. Shares of this low-cost solar play have found a receptive audience, now trading at around $33.50 per share, or around 30 times forward earnings estimates of $1.14 per share.

Looks a bit pricey, no?

Well, as I said before, appearances can be deceiving. Consider this: Competitor Sunpower trades at around 54 times forward earnings, while Evergreen Solar sports a mind-numbing multiple of closer to 725 times fiscal 2007 earnings. Furthermore, at 30 times fiscal 2007 earnings, Suntech trades at a significant discount to its projected earnings growth rate of 84% -- a growth rate likely to be proved conservative because of the company's planned capacity expansion, its imminent approval to enter the U.S. market, and its pole position in China.

All in all, I think investors with healthy risk appetites who are looking for a bit of diversity in their energy portfolios should take a look at shares of Suntech Power. Just don't forget to wear your shades.

Fool contributor Will Frankenhoff is enjoying his time writing for The Fool more than playing golf or reading

The Financial Times

. He welcomes your feedback at [e-mail]. He does not own shares in any of the companies mentioned above. The Fool has a disclosure policy.

[cweb]

Der Artikel ist ja ganz interessant - übergeht aber vollkommen, dass Suntech Power keinen Technologievorsprung, nur eine geringe eigene Zellfertigung, keine Waferfertigung hat, ziemlich das undurchsichtigste Unternehmen ist, das es derzeit auf dem Markt gibt (wann gibt es die nächsten Quartalszahlen ? der Finanzkalender der Homepage gibt darauf keine Antwort) - und immerhin schon mit knapp 6 Mrd. US-$ bewertet ist. Da kaufe ich lieber Solarworld oder Q-Cells und weiß, dass die Siliziumversorgung gesichert (zumindest so einigermaßen) ist.
Bei Evergreen Solar sind zumindest die Zahlen seit mehreren Quartalen auf dem Tisch, und ob die die Analystenerwartungen mit Ihrem Minus getroffen haben oder nicht ist nicht der Kerninhalt der aktuellen Bewertung, sondern die zu erwartenden positiven Effekte von EverQ.

[MrMoose]

Stimmt auf der Webseite war nichts. Aber das ist bei solchen Werten leider oft der Fall. China ist ja nun auch nicht good old Germany wo alles seine Ordnung hat.

Aber aus aktuellem Anlass wurde dann gleich eine News veröffentlicht: Ist jetzt auch auf der Webseite.

20.04.2006 14:04
Suntech Power to Announce First Quarter 2006 Financial Results on May 18, 2006

WUXI, China, April 20 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, announced that it will release its financial results for the first quarter ended March 31, 2006, before the U.S. market opens on Thursday, May 18, 2006. Dr. Zhengrong Shi, chairman and CEO, and Amy Zhang, CFO, will host a conference call that day at 8:00 a.m., Eastern Time (which corresponds to May 18, 2006 at 8:00 p.m., Beijing/Hong Kong time) to discuss the company's results.

To access the conference call, please dial [phone] (for U.S. callers) or [phone] (for international callers) and ask to be connected to the Suntech earnings conference call. A live webcast of the conference call will be available on the investor relations section of Suntech Power's website at http://www.suntech-power.com/ .

A replay of the conference call will be available on the investor relations section of Suntech Power's website or by dialing [phone] (passcode: 66462243).

[cweb]

lesen die bei w-o mit und reagieren umgehend darauf ? fehlt nur noch, dass die einen deutschen IR-Bereich einführen...

[MrMoose]

Ja fast unheimlich Aber ich finde die Webseite eigentlich ganz schön gut für einen solchen Wert. Und IR Termine sind auch bei Deutschen Werten, ausser vielleicht Dax u. TecDax oft nicht zu finden. Ich bin optimistisch und freue mich auf die Zahlen.

Mr.Moose

[cweb]

Jetzt mal Spaß bei Seite: Undurchsichtige/Neue Unternehmen haben einen Bewertungsabschlag verdient - und den kann ich bei Suntech Power nicht erkennen. Aber vielleicht lernen sie auch dazu und in ein paar Quartalen sieht das schon wieder ganz anders aus.

[kalabaw]

Guten Tag!

Bin bei Ever gebliben und hier nun aber auch dabei. Mal sehen, was kommt.

[ottomania]

ich seh die Verbindung zwischen
Solar und China sehr positiv.

Gibt es in China noch weitere Solarwerte,
die interessant sind?

[kalabaw]

Heute größere Verluste bei Suntech.

Hat jemand Hintergrund-Info?

[MrMoose]

Hat wohl damit zu tun das die ganzen Solarwerte heute abgegangen sind. Ölpreis hat sich ein bisschen erholt und Gewinnmitnahmen. Sehe ich aber sehr kurzfristig.
Zusätzlich kommt eine Meldung aus den USA:
China Bank hat Ihre Zinsen seit 2004 das erste mal erhöht. Dadurch Chinawerte unter Druck. Details unten.


AP
U.S.-Listed Chinese Stocks Down
Thursday April 27, 3:58 pm ET
By Barbara Ortutay, AP Business Writer
Chinese Companies See Their Shares Trade Lower After Central Bank's Interest Rate Hike


NEW YORK (AP) -- American depositary shares of Chinese companies -- many among them in the mining and energy industries -- traded lower Thursday in the wake of news that the country's central bank raised interest rates for the first time since 2004, in an attempt to moderate its soaring economy.
ADVERTISEMENT


The markets had a similar reaction the last time China raised its interest rates, with raw materials and mining companies hit the hardest, said Hayes Miller, senior vice president at Baring Asset Management, a global investment management firm.

Effective Friday, the People's Bank of China raised the minimum rate on one-year loans by 27 basis points, to 5.85 percent.

This time around, energy stocks also inched down, with shares of PetroChina Co. Ltd., which produces the bulk of China's oil and gas and is a unit of state-owned China National Petroleum Corp., falling $2.71, or 2.4 percent, to $109.79 on the New York Stock Exchange. The stock hit a 52-week high of $120 a week ago, boosted by soaring oil prices and strong demand.

China and India are leading the demand for raw materials and -- aside from the U.S. -- energy, as they build up their infrastructure. Any time the Chinese government enacts a policy to cool its economy, Miller said, "you lose a little bit of visibility."

The Amex China Index of 15 U.S.-traded companies slipped $2.05, or about 1.68.05, or 1.8 percent.

Shares of the country's biggest refiner and petrochemical producer, China Petroleum & Chemical Corp. fell $1.99, or nearly 3 percent, to $63.42 on the NYSE. The stock changed hands between $35.25 and $71.96 in the past 12 months.

Aluminum Corp. of China Ltd., the country's only producer of alumina -- the raw material that makes aluminum -- saw its U.S.-listed shares fall $5.55, or nearly 6 percent, to $90.70 on the Big Board. In the past 52 weeks, the stock has traded between $49.65 and $111.60.

Citing an Asia economist at the firm, UBS analyst David A. Bleustein said the rate hike's impact on the Chinese economy is likely to be muted, but it signals the government's intention to slow credit growth and could be followed by stronger tightening measures, such as reserve requirements.

China's "prior tightening policies to reign in credit growth and investments in targeted sectors stalled demand and activity in the mining, construction and basic materials (including steel and aluminum) sectors," the analyst wrote in a note to clients.

American depositary shares Yanzhou Coal Mining Co. Ltd., a large coal producer in Eastern China, fell $2.06, or 4.8 percent, to $41.33 on the NYSE.

Also hit Thursday were U.S.-traded shares of Suntech Power Holdings Co. Ltd., the biggest solar cell maker in China, which fell $2.03, or 5.6 percent, to $34.08 on the NYSE. The stock has trade in the range of $19 and $45.95 in the past 52 weeks.

American depositary shares of China Southern Airlines Co. Ltd., meanwhile, edged down 21 cents to $13.21 on the NYSE, those of China Medical Technologies Inc. slipped 50 cents, or 2 percent, to $26.07 on the Nasdaq.

Associated Press Business Writer Charles Hutzler in Beijing contributed to this report

[MrMoose]

Suntech Power Receives UL Certification for Photovoltaic Modules
Monday May 1, 8:00 am ET
Leading Safety Certification Helps Increase Access to U.S. Solar Power Market


WUXI, China, May 1 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP - News), one of the world's leading manufacturers of photovoltaic (PV) cells, announced today that it has received Underwriters Laboratories Inc. (UL) certification for a wide range of Suntech PV modules.
ADVERTISEMENT


''The UL certification recognizes that Suntech's solar energy products are top quality, and is a milestone in our international sales development that will help us increase our access to the U.S. market, one of the world's biggest markets for solar power,'' said Dr. Zhengrong Shi, Suntech's chairman and CEO.

The certificate received from UL, an independent, not-for-profit product-safety testing and certification organization in the U.S., certifies that product samples have been tested to nationally recognized U.S. Safety Standards and found to be free from reasonably foreseeable risk of fire, electric shock and related hazards. The UL certified Suntech PV modules consist of 16 models including the STP150-24/Ab-1 through to STP185-24/Ab-1, and the STP150S-24/Ab-1 through to STP185S-24/Ab-1. Aside from the new UL certification, Suntech has already attained quality certificates including ISO 9001:2000, TuV and CE certificates and met international test standards including IEC61215: 1993.

''Our high-quality PV products have been extremely well received in other international markets including Germany, Spain, Italy and Austria, and we are looking forward to expanding our sales into the U.S.,'' continued Dr. Shi. ''With rising oil prices and the recently approved California Solar Initiative, we believe our products will be well received in the rapidly growing U.S. solar energy market as well.''

The 10-year, $2.9 billion California Solar Initiative, approved on January 12, 2006, aims to increase the amount of installed solar capacity on rooftops in the state by 3,000 megawatts by 2017.

[DoktorBest]

Hallo zusammen,

die Sonne scheint und schon dreht STP wieder Richtung Norden...ich bin der Meinung die Story kann noch richtig gut ins Laufen kommen bis Ende des Jahres.

Was sagt Ihr dazu?

Gruß

Dok

[kalabaw]

Hallo allesamt!

Ist hier jetzt die große Depression ausgebrochen?

Der Kurs wird schon wieder.

[CHANEL5]

Warum ist die Aktie denn heute so eingebrochen???
Besonders extrem in usa???
Weiß jemand was
Gruß C5

[CHANEL5]

hier liegt wohl der Hund begraben

AP
U.S.-Listed Chinese Stocks Down
Thursday April 27, 3:58 pm ET
By Barbara Ortutay, AP Business Writer
Chinese Companies See Their Shares Trade Lower After Central Bank's Interest Rate Hike


NEW YORK (AP) -- American depositary shares of Chinese companies -- many among them in the mining and energy industries -- traded lower Thursday in the wake of news that the country's central bank raised interest rates for the first time since 2004, in an attempt to moderate its soaring economy.

The markets had a similar reaction the last time China raised its interest rates, with raw materials and mining companies hit the hardest, said Hayes Miller, senior vice president at Baring Asset Management, a global investment management firm.

Effective Friday, the People's Bank of China raised the minimum rate on one-year loans by 27 basis points, to 5.85 percent.

This time around, energy stocks also inched down, with shares of PetroChina Co. Ltd., which produces the bulk of China's oil and gas and is a unit of state-owned China National Petroleum Corp., falling $2.71, or 2.4 percent, to $109.79 on the New York Stock Exchange. The stock hit a 52-week high of $120 a week ago, boosted by soaring oil prices and strong demand.

China and India are leading the demand for raw materials and -- aside from the U.S. -- energy, as they build up their infrastructure. Any time the Chinese government enacts a policy to cool its economy, Miller said, "you lose a little bit of visibility."

The Amex China Index of 15 U.S.-traded companies slipped $2.05, or about 1.68.05, or 1.8 percent.

Shares of the country's biggest refiner and petrochemical producer, China Petroleum & Chemical Corp. fell $1.99, or nearly 3 percent, to $63.42 on the NYSE. The stock changed hands between $35.25 and $71.96 in the past 12 months.

Aluminum Corp. of China Ltd., the country's only producer of alumina -- the raw material that makes aluminum -- saw its U.S.-listed shares fall $5.55, or nearly 6 percent, to $90.70 on the Big Board. In the past 52 weeks, the stock has traded between $49.65 and $111.60.

Citing an Asia economist at the firm, UBS analyst David A. Bleustein said the rate hike's impact on the Chinese economy is likely to be muted, but it signals the government's intention to slow credit growth and could be followed by stronger tightening measures, such as reserve requirements.

China's "prior tightening policies to reign in credit growth and investments in targeted sectors stalled demand and activity in the mining, construction and basic materials (including steel and aluminum) sectors," the analyst wrote in a note to clients.

American depositary shares Yanzhou Coal Mining Co. Ltd., a large coal producer in Eastern China, fell $2.06, or 4.8 percent, to $41.33 on the NYSE.

Also hit Thursday were U.S.-traded shares of Suntech Power Holdings Co. Ltd., the biggest solar cell maker in China, which fell $2.03, or 5.6 percent, to $34.08 on the NYSE. The stock has trade in the range of $19 and $45.95 in the past 52 weeks.

American depositary shares of China Southern Airlines Co. Ltd., meanwhile, edged down 21 cents to $13.21 on the NYSE, those of China Medical Technologies Inc. slipped 50 cents, or 2 percent, to $26.07 on the Nasdaq.

Associated Press Business Writer Charles Hutzler in Beijing contributed to this report.


Gruß C5

[CHANEL5]

Wie lange wird denn wohl diese Phase andauern ?
War das einmalig oder drehen die öfters an der Schraube?
Ansich hat das ja alles wenig mit der Aktie zu tun - von daher wohl eher eine gute Gelegenheit zum nachordern - denke ich
Gruß C5

[CHANEL5]

Suntech dreht ins Plus - und das heute!!!

Ist aber auch wirklich genug verprügelt worden die letzte Zeit!

Video: http://www.thestreet.com/_yahoo/video/strategysession/102839…

Gruß C5

[234MarkusH]

warum dieser Kursabsturz?
Gewinn- und Umsatzziele verfehlt??

Wo finde ich Nachrichten zu Suntech?

[CHANEL5]

schau dir mal die Kurse der anderen Solarwete in usa von gestern an, memc - evergreen - xsunx - sunpower - usw ---alle dick im Minus - keine spez. News zu Suntech

eigentlich schade, dass die Chinesen das baby in NY gelistet haben - ein IPO hier bei uns, wäre glaub ich besser gekommen

Gruß C5

[CHANEL5]

Von der Suntech-Hoepage:

Upcoming Events More >>
05/18/06 Q1 2006 Earnings Release

05/18/06 8:00 a.m. ET Q1 2006 Earnings Conference Call

http://www.suntech-power.com/en/zlsc.html

Gruß C5

[CHANEL5]

Antwort auf Beitrag Nr.: 21.600.511 von CHANEL5 am 16.05.06 09:57:34

schaut mal wen die Soc in ihrem neuen Solarzertifikat aufgenommen hat:

Das Société Générale Open End Index-Zertifikat auf den SOLEX
Investieren in Sonne - mit dem World Solar Energy Index

In Zusammenarbeit mit dem Indexanbieter Dow Jones Indexes und dem Vermögensverwalter SAM Group (Sustainable Asset Management) hat die Société Générale den World Solar Energy Index (SOLEX) aufgelegt, welcher die weltweit zehn wichtigsten Unternehmen aus der Solarbranche enthält. Mit einem Open End Index-Zertifikat auf diesen Index haben Anleger die Möglichkeit, gleichzeitig in diese zehn Unternehmen zu investieren. Das Zertifikat bildet die Performance des Index nahezu eins zu eins ab. Die Société Générale wird fortlaufend Geld- und Briefkurse für das Zertifikat stellen, das an der EUWAX in Stuttgart sowie an der Frankfurter Wertpapierbörse gelistet wird. Aufgrund dieses liquiditätsspendenden Market-Makings ist ein fortlaufender täglicher Handel gesichert.



SOLEX-Index Methodik

Der SOLEX umfasst die weltweit wichtigsten Unternehmen, die ihren größten Umsatzanteil im Solarbereich erwirtschaften. Die Unternehmen gehören dabei auf Basis ihrer Free-Float Marktkapitalisierung zu den größten ihrer Branche, und jede Aktie verfügt zudem über eine ausreichend hohe Liquidität. Eine Index-Überprüfung hinsichtlich der im Index enthaltenen Unternehmen erfolgt halbjährlich, eine Neugewichtung der enthaltenen Unternehmen dagegen vierteljährlich. Qualifizieren sich Unternehmen die mittels IPO an die Börse gehen hinsichtlich Freefloat-Marktkapitalisierung und Liquidität für die Aufnahme in den SOLEX, so kann auch zwischen den halbjährlichen Anpassungsterminen eine Neuzusammenstellung des Index erfolgen. Der Index ist als Performance-Index (Total Return) konzipiert, so dass die Nettodividenden reinvestiert werden.


Index-Historie World Solar Energy Index (EUR) Total Return
Die oben aufgeführten Kurse beruhen auf einer Rückrechnung (Backtracking) der Indexzusammensetzung bei Auflegung.


Unternehmen Land Gewichtung Marktkapi- talisierung

Suntech Power Holdings Co. Ltd. ADS China 16,26 % 4.612.869.924 EUR


SolarWorld AG Germany 16,00 % 3.029.008.293 EUR


Energy Conversion Devices Inc. US 13,50 % 1.532.944.136 EUR


Q-Cells AG Germany 13,46 % 2.842.377.806 EUR


Conergy AG Germany 8,57 % 1.317.499.910 EUR


Evergreen Solar Inc. US 8,31 % 772.069.891 EUR


SunPower Corp. CI A US 6,34 % 292.720.496 EUR


ErSol Solar Energy AG Germany 6,23 % 509.697.965 EUR


SOLON AG fuer Solartechnik Germany 5,81 % 361.648.775 EUR


Sunways AG Germany 5,52 % 182.372.983 EUR


und siehe da - Suntech ist die größte Position !!!


Gruß C5

[234MarkusH]

@CHANEL5

Danke für die vielen Infos!
Dann warte ich mal für einen möglichen Einstieg bei Suntech bis zum 18.05.2006, ob es da böse Überraschungen gibt oder ob die Kursabgaben nur vom allg. Markttrend herrühren.

[CHANEL5]

Antwort auf Beitrag Nr.: 21.612.687 von 234MarkusH am 16.05.06 21:40:08

hi markus
naja beim dem Abschlag heute in usa, würde ich an deiner Stelle dann auch noch bis zum 18. warten - bist dann auf jeden Fall auf der sicheren Seite
die Amis checken ohnehin glaube ich noch nicht so richtig die Solarstory im allgemeinen - wobei doch ihr Präsident extra dafür Werbung gemacht hat

Gruß C5

[MrMoose]

Absolut unbegründet das fallen...Die Zahlen werdens hoffentlich beweisen:

• Q1 2006 Earnings Release - Before Market Open
CCBN (Thu 7:10am)
Quelle: Yahoo.com

[CHANEL5]

----------------STRIKE----------------------






war noch jemand reingegangen?

Gruß C5

[MrMoose]

Das Reicht wohl für den Sprung:


Suntech Power Reports First Quarter 2006 Financial Results
Thursday May 18, 8:00 am ET
-- First quarter net revenue exceeds guidance, up 133.5% year-over-year to $89.9 million -- Net income attributable to holders of ordinary shares up 97.7% to $19.3 million from fourth quarter 2005 -- Gross margin increases sequentially to 30.1% driven by higher PV module prices and conversion efficiency improvements -- Production capacity reaches 180MW

Yuhu

[CHANEL5]

Mr Moose - ich gratuliere Ihnen

Gruß C5

[234MarkusH]

Antwort auf Beitrag Nr.: 21.639.769 von MrMoose am 18.05.06 15:01:37

Umsatz +133,5%, Gewinn +97,7% im Vergleich zu 2005 Q1
Gegenüber 2005 Q4 kaum Wachstum! Gibt es im Solargeschäft keine Frühjahrsbelebung oder warum kaum Wachstum gegenüber dem Winter?

Was wurde denn allgemein für ein Wachstum erwartet?
Bei der sehr hohen Bewertung von Suntech müssen die Erwartungen doch schon sehr hoch gewesen sein!
Hat jemand Infos zu Analystenerwartungen vor der Veröffentlichung von 2006 Q1?

Von zwischenzeitlich +13% ist es jetzt immerhin wieder auf nur +9% abwärts gegangen. Die Höchstkurse vor ein paar Wochen waren deutlich höher. Es gibt also wohl immer noch sehr viele, welche so hohe Kurse als nicht gerechtfertigt ansehen.

Ich bin noch sehr unentschlossen, ob ich bei Suntech einsteigen soll. Ich möchte nicht in ein fallendes Messer laufen. Seit den Höchstständen ca. 30% Verlust. Ob es jetzt wieder Aufwärts geht oder war das nur ein Strohfeuer?

[234MarkusH]

Antwort auf Beitrag Nr.: 21.640.108 von 234MarkusH am 18.05.06 15:20:23

Habe jetzt bei 24,00 Euro gekauft. Auf lange Sicht sehe ich Solar positiv.

[MrMoose]

Antwort auf Beitrag Nr.: 21.640.108 von 234MarkusH am 18.05.06 15:20:23

Das stimmt wohl. 1% ist nicht soviel. Wir mit Chinese New Year begründet. Da läuft in China ja nicht viel.
Aber man sollte positiv denken.
Capcity hoch von 150MW auf 180MW. Sales Preis pro MW auch hoch.

Stay Long sage ich nur. Der Solarmarkt ist ja im Moment generell nicht so gefragt. ÖL Preis entspannt sich. Aber langfristig..Und wie schon oft gesagt Solar und China...gibt es eine bessere Kombination.

[MrMoose]

Hier noch mal die News in Deutsch:

18.05.2006 15:35
Suntech Power nach Zahlen gefragt
Der Solarzellen-Produzent Suntech Power Holdings (Nachrichten) hat seinen Gewinn im abgelaufenen Quartal annähernd verdoppeln können. Das chinesische Unternehmen erwirtschaftete einen Nettogewinn von 19,3 Millionen Dollar oder 12 Cents je (US-)Aktie nach 10 Millionen Dollar im Vorjahr. Der Umsatz stieg im gleichen Zeitraum von 38,5 auf 89,9 Millionen Dollar. Für das zweite Quartal rechnet die Gesellschaft mit einem weiteren Umsatzzuwachs auf 110 bis 117 Millionen Dollar.

In den USA können sich die ADRs von Suntech Power vorbörslich um 11,35 Prozent auf 30,51 Dollar verbessern.

[MrMoose]

Der feine Unterschied zum Deutschen Markt:

In den ersten 56 Minuten
20Mio Umsatz und der Kurs Plus 18%

Bin mir ziemlich sicher das D da nachzieht...

[CHANEL5]

hier noch mal die Empfehlung von Ökoinvest - bies zu den 40 $ ist ja noch einige Luft da
bin gespannt auf Olympia 2008, wo dann der Kurs steht

Gruß C5

Die Experten von "Öko Invest" empfehlen die Aktie von Suntech Power (ISIN US86800C1045/ WKN A0HL4L) bis zu Kursen um 40 USD zu kaufen.

Das Unternehmen habe Mitte April einen kleinen, aber prominenten PV-Auftrag erhalten. Der Auftrag umfasse eine 130-kw-PV-Anlage für das Pekinger "Vogelnest"-Stadion, in dem 2008 die Olympischen Spiele stattfinden sollten. Dr. Zhengrong Shi, Unternehmenschef von Suntech Power, freue sich über die Ehre und das Anfang 2006 in Kraft getretene "chinesische EEG". Dr. Shi wolle sein Unternehmen zum weltweit preiswertesten PV-Anbieter, gemessen an den Kosten pro Watt, machen.

Die Suntech Power-Aktie wird von den Experten von "Öko Invest" bis zu Kursen um 40 USD zum Kauf empfohlen.

[Timepassengers]

Hier eine neue Empfehlung von eben !

Hervorragende Zahlen bei Suntech Power

Sehr geehrte Leser,

im ersten Quartal 2006 konnte SunTech Power in jederlei Hinsicht überraschen:

Es wurde erwartet, dass der Quartalsumsatz zwischen 75.64 Mio. USD und 80.05 Mio. USD liegt. Tatsächlich erreicht wurden aber 89.9 Mio USD Quartalsumsatz. Selbst die zuversichtlichste Analystenschätzung wurde demnach um 12,3% geschlagen.

Viel positiver ist sogar die Gewinnsituation zu bewerten. Da SunTech Power auf dünnere "210 micron" Wafer umgestiegen ist, konnten die Kosten weiter reduziert werden. Dies machte sich natürlich auf der Gewinnseite bemerkbar. Mit 0,12 USD Gewinn je Aktie (insg. 19,3 Mio. USD) lag der Gewinn fast doppelt so hoch wie im Vorjahr. Die positive Überraschung gegenüber den Analystenschätzungen (zw. 0,07 USD und 0,10 USD) lag sogar zwischen 20% und 71,4%.

Der Markt reagierte nach diesen Zahlen natürlich mit heftigen Zukäufen. In einem negativen Marktumfeld explodierte die Aktie um 16% auf 31,80 USD. Wir rechnen nun damit, dass die Analysten ihre Schätzungen für die kommenden Quartale nach oben korrigieren.

Fazit: SunTech Power konnte aufgrund des technischen Fortschritts trotz steigender Siliziumpreise die Profitbilität zügig verbessern. Dies stimmt uns für das SunTech-Konzept "Qualität zu "Low Cost"-Preisen" sehr zuversichtlich.

[CHANEL5]

@timepassenger - hast Du auch die Quelle?
aber artikel ist gut
Besonders gefällt mir:"In einem negativen Marktumfeld explodierte die Aktie um 16% auf 31,8 USD."
hätte mal gern gesehen wie es bei einem positiven gelaufen wäre...

Gruß C5

[Timepassengers]

Quelle:

Emerging-Markets-Trader von vorhin !
Sie kaufen selbst gleich bis einem Limit von 25,85 !

[Timepassengers]

Antwort auf Beitrag Nr.: 21.666.886 von CHANEL5 am 19.05.06 13:29:07

26,05

[CHANEL5]

Danke

[CHANEL5]

so - jetzt verkaufen die one-day-trader erstmal ---
selbst schuld...aber egal
Gruß C5

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 21.674.454 von CHANEL5 am 19.05.06 17:30:47

ich bin nicht schulD , habe gerade gekauft

[GrafsKoksVonDerGasanstalt]

[CHANEL5]

11.05.2006 / Nr. 4 wer hätte das gedacht ???

Studie belegt Preisvorteile von Strom aus Regenerativer Energie

Eine aktuelle Studie des Deutschen Zentrums für Luft- und Raumfahrt (DLR) sowie des Fraunhofer Instituts für System- und Innovationsforschung (ISI) hat sowohl die externen Kosten der Stromerzeugung als auch die mit der Stromerzeugung verbundenen volkswirtschaftlichen Schäden untersucht. Danach haben Regenerative Energien im Jahr 2005 über die Einspeisevergütungen nach dem Erneuerbare-Energien-Gesetz EEG die Stromverbraucher insgesamt 2,4 Milliarden Euro zusätzlich gekostet, während sie gleichzeitig durch die Reduzierung des Verbrauchs fossiler Energieträger Schäden in Höhe von 2,8 Milliarden Euro vermieden haben (Gesundheitsschäden, Materialschäden, landwirtschaftliche Ertragsverluste). Die sogenannten externen Kosten der Stromerzeugung, also Kosten, die der Verbraucher nicht mit der Stromrechnung bezahlt, sondern über seine Steuern, Versicherungsbeiträge oder Produktpreise, werden in der Studie wie folgt angegeben: Stein- und Braunkohle (unter Berücksichtigung modernster Technik) 6-8 Cent pro kWh, Erdgas 3 Cent pro kWh, Photovoltaik (vor allem durch Bau und Entsorgung) 1 Cent pro kWh, sonstige Regenerative Energieträger <0,5 Cent pro kWh. (Copyright: BOXER - Infodienst: Regenerative Energie)


Gruß C5

[kalabaw]

Halllooo???

Ist hier noch jemand investiert? Oder ist es der Schock über den Kursverlauf, der zu dieser Totenstille führt?

Lebenszeichen bitte!

[boulefan]

Antwort auf Beitrag Nr.: 22.032.708 von kalabaw am 09.06.06 22:59:32

Bin vor einiger Zeit ausgestiegen.
Bleibt áber auf der Wachlist

[sh4d]

was ist hier heute los???

[Lanzalover]

Antwort auf Beitrag Nr.: 22.210.661 von sh4d am 21.06.06 18:50:20

das wollte ich auch gerade fragen
aber irgendwei war anscheinend schon länger keiner hier . . .

komisch . . .

gibt es news?

könnte es sein, das die aktie nun wieder hochkommt?

[Tomtom1976]

Heute im Aktionär:


35 Euro für Solarworld
Bei Solaraktien ist Vorsicht angesagt. Wachsende Konkurrenz, weniger Umsatz, schwindende Margen – all das kann die zukünftige Entwicklung belasten.

Wären 35 Euro ein Auffangkurs für Solarworld? Diese Frage stellen sich die Experten der Actien-Börse. Legt man die Umsatzentwicklung aus der jetzigen Sicht zu Grunde, so wäre dies eine realistische Bewertung. Ein mittleres KGV um 20/21 (für das kommende Jahr) wäre trotz sinkender Margen in Ordnung. Es ist durchaus möglich, dass die Angst weiter um sich greift. Das wäre ideal für einen günstigen Einstieg.

Suntech power ist mit einem KGV von etwa 20 bewertet bei doppelt so hohem Gewinnwachstum wie Solarworld. Erste Empfehlungen gibts in USA im Hinblick auf Q2 Zahlen im Sommer. Der Boden ist sicher erreicht, kann man derzeit nichts falsch mit machen

[kalabaw]

Antwort auf Beitrag Nr.: 22.213.203 von Tomtom1976 am 21.06.06 20:51:01

Der Kurs von Solarworld spricht derzeit noch eine andere Sprache.
Aber dennoch, SL nicht vergssen, kann man da nur sagen.

Über den heutigen Anstieg habe ich mich auch gewundert, aber genauso gefreut. Ich bin ziemlich spät rein (ohne SL :cry und es ist noch ein weiter Weg bis zu meinem Einstiegskurs.

[kalabaw]

Antwort auf Beitrag Nr.: 22.216.227 von kalabaw am 22.06.06 00:35:44

uups, falscher Smilie

[Tomtom1976]

Die Empfehlung von gestern: http://www.thestreet.com/_yahoo/markets/energy/10292926.html



Once-Sizzling Suntech Power Sees Daylight

By Kevin Kelleher
TheStreet.com Contributor
6/21/2006 11:49 AM EDT
Click here for more stories by Kevin Kelleher

Have investors been too hard on Suntech Power (STP:NYSE - commentary - research - Cramer's Take)?



The stock was branded one of the hottest IPOs of 2005 when it went public at $15 a share last December, adding fuel to what was then an already-hot market for solar panels and technologies that delivered alternative energies.

Once public, the stock of the Wuxi, China-based maker of photovoltaic cells and modules then shattered all expectations, more than tripling to $45.95 in a little more than a month.

Suntech was riding two speculative waves -- the appetite for nonpetroleum sources of energy, which got an added push after President Bush declared the U.S. to be "addicted to oil"; and the growing desire for Chinese-based companies listing on American exchanges. The company was Evergreen Solar (ESLR:Nasdaq - commentary - research - Cramer's Take) meets Baidu.com (BIDU:Nasdaq ADR - commentary - research - Cramer's Take), and investors snapped up an offering of what seemed like two hot stocks rolled into one.

Since then, the stock has steadily given up more than half the value it had in January. On the one hand, prices for solar cells and panels were dropping as competition was increasing in the industry. On the other, demand for the silicon that Suntech used in its panels was pushing up prices.

Suntech was trading recently on Wednesday at $23.88. Since hitting its lowest post-IPO level of $21.40 a week before (still 43% above its offering price), the stock has seemed to stabilize between $22 and $25.

That pause to catch its breath presents investors an opportunity to assess whether Suntech, having squeezed out a lot of air that was in the stock, is ready to head higher or whether it's going to sink further toward the price that underwriters valued the stock at when it went public.

Suntech is still pricey according to trailing 12-month EPS: It's trading at a multiple of 77. But it's only 21 times the EPS that analysts expect for 2007, a relatively low ratio, given that analysts are calling for Suntech's revenue to grow 126% this year and 72% the following year.

Those analysts also expect Suntech, which posted 26 cents a share in 2005, to weigh in with 65 cents a share in 2006 and $1.10 a share in 2007. If those estimates are not too wild, that will mean Suntech will have seen profit rise by more than a factor of four over two years.

Sounds great, so why would investors abandon a stock with such promising numbers? Probably because they've done their homework and dug a little deeper into Suntech's numbers. The company's operating margin fell to 18.9% last year from 23.5% in 2004.

In 2005, Suntech's R&D spending was 1.5% of its revenue, up from 0.5% the year before. That's expected from a company in an industry in which a strong technological edge is essential. But couple that with a rise in general and administrative expenses -- 8.4% of revenue in 2005, vs. 3.4% in 2004 -- and it raises questions about how well the company can hold costs down going forward.

Operating costs may become a thornier issue if the prices of raw materials that Suntech uses become unwieldy. Suntech's cost of sales was steady at 69.5% of revenue last year, a slight improvement over the 70.6% in the previous year.

How Suntech handles material prices has been a prime concern among investors. In a conference call last month, an analyst from Piper Jaffray raised the issue, noting that "on the Street there is a lot of concern" about Suntech's ability to meet its needs as it expands production capacity.

And rising prices could harm the industry as a whole over the long term. It's not enough for solar panels to simply be an alternative to electricity, which is generated by cheap forms of energy such as coal and hydroelectric and nuclear power. Solar panels must continue to be seen as a cost-efficient means of producing energy in homes and office buildings. If not, their adoption rate will slow dramatically.

CEO Zhengrong Shi, acknowledging that "silicon supply remains an issue that all solar companies must grapple with," assured analysts and investors on the call that "this is a short-term situation" and that "more supply comes on line in the months and in the years ahead."

In the meantime, Suntech already has taken steps to ensure it continues to provide high-efficiency, low-cost solar panels. With its manufacturing base in China, where labor and other costs are relatively low, it can afford to pass on some of the silicon price increases. Its expanded production capacity -- 15 times larger today than it was in 2002 -- also brings in economies of scale.

In addition, Suntech has signed long-term supplier contracts with domestic and international companies that Shi says allows the company to buy silicon below spot market prices. And many of its customers have been buying their own silicon supplies that Suntech turns into photovoltaic cells, allowing it to skirt the silicon-price issue in many cases.

All fine and good, but if what Shi was saying is true, it should be coming through in its 2006 numbers. And if the first quarter is any indication, he's right. First-quarter gross margin was 34.7%, up from 26.5% in the previous quarter and 30% in the year-ago quarter.

Operating margin widened just as impressively: 29.5% in the first quarter, up from 14.1% in the previous quarter and 22.3% in the year-ago quarter.

Suntech's stock popped when it announced first-quarter results last month, but it's since fallen below the level at which the stock was before those results were announced.

That feels like the market has turned a little too bearish on this stock. Sure, there are a lot of uncertainties that all solar-panel makers are facing. But Suntech has proven in its short history that it can pump out innovative products while growing profit. But the spotlight has moved elsewhere, so Suntech Power continues to sink.

That's OK, because the less-alluring Suntech appears as a speculative play, the more attractive it becomes from the perspective of good old-fashioned financial analysis. Paying 21 times forward earnings for a stock that saw profit double in the most recent quarter and a big increase in margins is a good opportunity to enter a long-term investment.

And paying 20 times or less? That's even better

[234MarkusH]

Gibt es eine schlechte Nachricht??
Fast alle Solaraktien steigen Raketengleich, Suntech fällt!

Markus

[Tomtom1976]

Nach dem letzten Anstieg ein paar Gewinnmitnahmen. Sinkt leider nicht mehr unter 20 Euro, würde gerne noch mal billig aufstocken

6 Monatskursziel: 40 $

[Tomtom1976]

MEMC and Suntech Announce Solar Wafer Supply Letter of Intent
Thursday July 6, 8:07 am ET


ST. PETERS, Mo. and BEIJING, July 6 /PRNewswire-FirstCall/ -- MEMC Electronic Materials, Inc. (NYSE: WFR - News) and Suntech Power Holdings, Ltd. (NYSE: STP - News), one of the world's top producers of solar cells and modules, announced that they have signed a non-binding Letter of Intent ("LOI") for the supply of solar grade silicon wafers.
ADVERTISEMENT


Under the terms outlined in the LOI, MEMC will supply solar wafers to Suntech over a 10-year period, with pre-determined pricing, on a take or pay basis beginning in the first quarter of 2007. Sales of the wafers over the 10-year period would generate between $5 billion and $6 billion in revenue for MEMC. As part of the arrangement and in order for MEMC to meet Suntech's supply requirements, Suntech will advance funds to MEMC in the form of an interest-free loan or security deposit which will be used by MEMC for expansion of MEMC's manufacturing capacity. In addition, MEMC will receive a warrant to purchase up to a 4.99% equity stake in Suntech.

"Suntech is a fast growing player in the solar market, and we are pleased with the prospect of helping them achieve a leading role in the marketplace," commented Nabeel Gareeb, MEMC's Chief Executive Officer. "The solar market is growing at an impressive pace at over 30% per year, and MEMC is well positioned to capitalize on the opportunities available in this marketplace. We have been a leader in wafer manufacturing for over 40 years, and are excited about the opportunity to complete our expansion into this fast-growing adjacent space, while staying focused on our core competency of making wafers."

"We're pleased to pursue this long term wafer supply relationship with MEMC," said Dr. Zhengrong Shi, Chairman and Chief Executive Officer of Suntech. "Locking in a steady supply of solar wafers is key to our ability to increase production output while maintaining our focus on innovation. We look forward to a long relationship with MEMC that will benefit our customers as the demand for alternative energy, and solar power in particular, continues to grow."

The LOI reflects the parties' intent to conclude a definitive agreement in August 2006. MEMC and Suntech cannot assure that the definitive agreement will be concluded within this time frame, or at all. Execution of the definitive agreement is contingent on agreement on all material terms and other customary closing conditions for transactions of this nature.

About MEMC

MEMC is a global leader in the manufacture and sale of wafers and related intermediate products to the semiconductor and solar industries. MEMC has been a pioneer in the design and development of wafer technologies over the past four decades. With R&D and manufacturing facilities in the U.S., Europe and Asia, MEMC enables the next generation of high performance semiconductor devices and solar cells.

About Suntech Power

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by production output of solar cells in 2005. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial and public utility sectors. Suntech's customers are located in various markets worldwide, including Germany, Spain, China and the United States. For more information, please visit http://www.suntech-power.com.

Safe Harbor Statement

Certain matters discussed in this news release are forward-looking statements, including MEMC's and Suntech's beliefs and expectations that the definitive agreement would generate between $5 billion and $6 billion in revenue for MEMC over the 10-year period of the agreement and that sales would begin in the first quarter of 2007. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements, including MEMC and Suntech being able to conclude a mutually satisfactory definitive agreement consistent with the terms of the LOI on time or at all, satisfaction of the LOI conditions to execution of a definitive agreement, the success of MEMC and Suntech in performing under any definitive agreement and the ability of MEMC to ramp up production of solar wafers to satisfy the terms of a definitive agreement. These forward-looking statements represent MEMC's and Suntech's judgment as of the date of this release. MEMC and Suntech disclaim, however, any intent or obligation to update these forward-looking statements, except as required under applicable law.




--------------------------------------------------------------------------------
Source: MEMC Electronic Materials, Inc.

[MrMoose]

Das ist doch mal ein vernüftiges Kursziel

11.07.2006 18:23
HSBC zu Suntech Power
HSBC Securities bewerten die Aktie von Suntech Power Holdings (Nachrichten) in einer Ersteinstufung mit „overweight“. Das Kursziel wird bei 43 Dollar angesetzt.

[JoergP]

Antwort auf Beitrag Nr.: 22.370.113 von Tomtom1976 am 01.07.06 13:29:18

Und Chance schon genutzt?

[Tomtom1976]

Antwort auf Beitrag Nr.: 22.547.151 von JoergP am 12.07.06 18:16:54

Warte noch ab, bis sich bei Solarworld ein Boden bildet. Der Aktionär hält 35 Euro bei Solarworld für fair! Denke, die werden nächste Woche erreicht. Dann gibts STP für 17 Euronen oder 16,50. Unter 16 sicher nicht;-)

[Snare]

Mal updaten hier. Mensch ist das langweilig ...

[MrMoose]

Suntech Power to Announce Second Quarter 2006 Financial Results on August 15, 2006
Tuesday July 18, 8:00 am ET


WUXI, China, July 18 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP - News), one of the world's leading manufacturers of photovoltaic (PV) cells, announced that it will release its financial results for the second quarter ended June 30, 2006, before the U.S. market opens on Tuesday, August 15, 2006. Suntech management will host a conference call that day at 8:00 a.m., Eastern Time (which corresponds to August 15, 2006 at 8:00 p.m., Beijing/Hong Kong time) to discuss the company's results.

[MrMoose]

UNd hier noch was. SunTech klar unterbewertet
http://www.fool.com/news/commentary/2006/commentary06072015.…

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 22.842.461 von Snare am 21.07.06 15:25:18

Ich habe zufällig bei 17 ein Update von meinen Depot gemacht

Pacific Ethanol rein + jetzt drücken irgendwelche Leute den Kurs nach unten um billig ein-zu-steigen

Ok sollte es einen Kurs geben den IcH nicht wiederstehen kann lade ich weiter auf

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 22.842.461 von Snare am 21.07.06 15:25:18

Habe mir auch Suntech günstig zugelegt + ein bißchen SolarparC

[boulefan]

bin auch wieder dabei

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.044.034 von boulefan am 25.07.06 19:30:35

Aber Hallo

[Snare]

Antwort auf Beitrag Nr.: 23.047.934 von CleanEarthForNature am 25.07.06 21:56:48

Man versammelt sich doch gern unter der Sonne

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.108.966 von Snare am 27.07.06 09:08:34

Suntech Announces 10-Year Solar Wafer Supply Agreement
27. Juli 2006


Wuxi, China [RenewableEnergyAccess.com] In a recent contract agreement valued at $5 billion to $6 billion, Suntech Power Holdings Co., Ltd. will receive solar wafers from MEMC Electronic Materials over a 10-year period with growth trajectory of annual supply over the years.

A pre-determined fixed price reduction curve will provide Suntech with competitively priced wafers as Suntech increases its output to meet market demand. Plus, MEMC has received a warrant to purchase an approximate 4.9% equity stake in Suntech.

''PV technology is a proven clean-energy solution that is playing an increasingly important role in meeting the global challenge of ever-growing energy demand,'' said Dr. Zhengrong Shi, Suntech's chairman and CEO.

MEMC has been a pioneer in the design and development of wafer technologies over the past four decades, with R&D and manufacturing facilities in the United States, Europe and Asia.

Suntech Power Holdings Co., Ltd. designs, develops, manufactures and markets a variety of PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Its customers are located in Germany, Spain, China and the U.S.

[Snare]

Antwort auf Beitrag Nr.: 23.235.848 von CleanEarthForNature am 30.07.06 10:25:04

AFX News Limited
BROKER CALL - China's Suntech kept 'buy' on MEMC supply order - Merrill Lynch
07.31.2006, 04:59 AM

Most Popular Stories




BEIJING (XFN-ASIA) - Merrill Lynch said it is maintaining its 'buy' call on China's Suntech Power Holdings Co Ltd (NYSE STP) after the solar energy equipment maker signed a long-term supply deal for solar wafers.

'Earlier this week Suntech Power and MEMC signed a 5-6 bln usd, 10-year polysilicon and wafer supply agreement. We believe that this is a groundbreaking deal, and come away even more positive on Suntech's prospects in the solar industry,' Merrill Lynch said in a research note.

Merrill Lynch said it believes this agreement strongly positions Suntech as a leader in the solar cell market, and MEMC in the solar polysilicon and wafer market.

'The partnership sets the stage for a powerful industry shift to a lower cost, high volume manufacturing paradigm for the solar industry -- a prerequisite, we believe, for global, mass-market commercialization,' the note said.

The agreement significantly increases Suntech's operating visibility, positioning Suntech to become one of the first to produce up to 1GW of solar cells in a year -- possibly as soon as 2010, Merrill Lynch added.

'We believe that market concerns about uncompetitive pricing terms are misguided, and that Suntech's earnings prospects have meaningfully improved -- prompting us to raise our 2008 earnings-per-share forecasts by nine pct.'

Merrill Lynch gave a 12-month target price 29 usd per share.

Suntech, which makes solar power equipment including photovoltaic cells and arrays, raised 396 mln usd in December last year from its listing on the New York Stock Exchange.

The company's shares closed Friday in New York at 25.52 usd.

[jellyfisch]

Chinesischer PV-Hersteller Suntech sichert Solarwafer-Versorgung für 10 Jahre

Die Suntech Power Holdings Co., Ltd. (Wuxi, China), nach eigenen Angaben einer der führenden weltweiten Produzenten von Solarzellen und –modulen, hat am 26.07.2006 berichtet, das Unternehmen habe mit dem US-Siliziumhersteller MEMC Electronic Materials eine Übereinkunft über die Lieferung von Solar-Wafern mit einer Laufzeit von 10 Jahren getroffen. Suntech beziffert das Liefervolumen mit fünf bis sechs Milliarden US-Dollar, wobei die Wafer-Lieferungen Jahr für Jahr deutlich wachsen sollen. MEMC zählt zu den Weltmarktführern bei der Produktion von Solar-Wafern und Halbleitermaterialien für die Solarindustrie, hat laut Suntech vier Jahrzehnte Erfahrung auf diesem Gebiet und betreibt Forschungs- und Entwicklungs- sowie Produktionsstätten in den USA, in Europa und in Asien.


Suntech-Chef Shi: kristallines Silizium wird auch in den kommenden zehn Jahren dominieren

Aufgrund von festgelegten Preissenkungen werde Suntech zu wettbewerbsfähigen Preisen beliefert, während das Unternehmen seine Produktion ausbaue, um den Markt zu bedienen, heißt es in der Suntech-Pressemitteilung. "Photovoltaik ist eine bewährte und saubere Lösung zur Energieversorgung, die eine immer wichtigere Rolle bei der Deckung des stetig wachsenden weltweiten Energiebedarfs spielt", sagte der Suntechn-Vorstandsvorsitzender Dr. Zhengrong Shi. "Wir glauben, dass die waferbasierte Photovoltaik die Solarindustrie auch in den kommenden zehn Jahren dominieren wird. Die Übereinkunft ermöglicht es Suntech, weiterhin wettbewerbsfähig zu bleiben, unseren Marktanteil auszubauen und uns auf unsere Kernkompetenz zu konzentrieren: die Entwicklung kostengünstiger und hochwertiger Solarzellen und –module", so Dr. Zhengrong Shi.

31.07.2006 Quelle: Suntech Power Holdings Co., Ltd. © Heindl Server GmbH

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.259.202 von jellyfisch am 31.07.06 19:49:44

Zum Glück bin ich mit an BorD

[MrMoose]

Wirtschaftsnews - von heute 14:46

Suntech Power kauft japanische Solarfirma

(www.emfis.com) 03.08.06
Tokyo
Der chinesische Solarzellenhersteller Suntech Power Holdings hat die Übernahme des japanischen Solar-Spezialisten MSK bekannt gegeben. Wie die Gesellschaft mitteilte, würden zunächst für 107 Millionen Dollar zwei Drittel der MSK-Anteile übernommen. Für die übrigen Titel sei eine Kaufoption vereinbart worden, die Ende 2007 zum Tragen komme. Abhängig von der Erreichung definierter Umsatzziele würden dann weitere 53 bis 193 Millionen Dollar fließen.

Wie Suntech-CEO Zhengrong Shi darlegte, sei Japan der weltweit größte Markt für Solarzellen-Module. Die Markteintrittsbarrieren seien aber hoch. Das umfangreiche Vertriebsnetz von MSK werde es Suntech aber ermöglichen, hier einen nennenswerten Marktanteil zu erreichen. MSK ist auf die Produktion photovoltaischer Baumaterialien spezialisiert und verfügt über eine jährliche Produktionskapazität von 200 Megawatt.

Bei der heute vermeldeten Transaktion handelt sich um eine der größten Übernahmen eines japanischen Unternehmens, die je von einer chinesischen Gesellschaft getätigt werden konnte.

Quelle: EMFIS.COM, Autor: (gh)

[MrMoose]

Fri 7:46am STP Coverage initiated on Suntech Power by Goldman Sachs - Briefing.com

Suntech Power Holdings Co. Ltd. (STP) On Aug 3: 28.71 0.00

Upgrades & Downgrades History

UPGRADES & DOWNGRADES HISTORY
Date Research Firm Action From To
4-Aug-06 Goldman Sachs Initiated Buy
14-Jul-06 CIBC Wrld Mkts Initiated Sector Outperform
11-Jul-06 Thomas Weisel Initiated Peer Perform
11-Jul-06 HSBC Securities Initiated Overweight
5-Jan-06 Am Tech/JSA Research Initiated Buy

[MrMoose]

Jetzt auch bei Finanznachrichten.

Suntech Power initiated with "buy"

Friday, August 04, 2006 10:09:18 AM ET
Goldman Sachs

NEW YORK, August 4 (newratings.com) - Analysts at Goldman Sachs initiate coverage of Suntech Power (ticker: STP) with a "buy" rating.

[cweb]

warum MSK ? Die meisten europäischen Solarfirmen kaufen/bauen Upstream aus (d.h. Silizium-/Waferfertigung) und ausgerechnet Suntech kauft Downstream (Modulproduktion) mit entsprechend geringeren Margen - so wird das nie etwas...

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.325.975 von cweb am 05.08.06 00:44:13

Darum MSK

Zelltypen:
Transparente Solar Cell (Sunways), rückseitig kontaktierte A-300 Zelle (Sunpower) und 8'' Zelle (Q-Cells) in der Solarfassade.

Amorphe Siliziumzelle (MSK) in der Kaltfassade.
http://www.solarintegration.de/fileadmin/user_upload/media/f…
MSK ist auf die Produktion photovoltaischer Baumaterialien spezialisiert.

[cweb]

das habe ich schon kapiert, trotzdem sind die margen in der modulfertigung (selbst wenn es für baumaterialien ist) viel geringer als in der zell-, wafer- und siliziumfertigung. das ziel einer zukunftsinvestition wäre vorrangig die eben genannten bereiche auszubauen. und wenn sie in den markt kommen wöllten mit ihren zellen (sprich q-cells und ersol verdrängen) dann hätten die firmen schwierigkeiten ihre zellen loszuwerden... (was laut aussage aller marktbeteiligten nicht der fall sei)

[Snare]

China's Suntech Power Establishes U.S. Presence


11. August 2006

Wuxi, China and Olney, Maryland [RenewableEnergyAccess.com] Suntech Power Holdings Co., Ltd. established Suntech America, Inc., a wholly owned Delaware corporation, as part of a long-term strategy to establish a major market for its solar modules and solar cells in North America.

''The long-term solar wafer supply agreement we recently entered into will better position us to expand our market share in the United States,''

-- Roger Efird, Suntech America, president and member of board of directors
''Suntech is a fast growing player in the solar market, and we are especially interested in the long-term potential of the U.S. market for residential and commercial applications,'' said Dr. Zhengrong Shi, Suntech's Chairman and Chief Executive Officer.

''Our immediate objectives include the continuation of a regular, dependable supply of solar modules to our existing customers, the establishment of a warehouse facility on the west coast, and pursuing new relationships with U.S. customers,'' said Roger Efird, who has been named as President of Suntech America and will also serve on its board of directors.

''The long-term solar wafer supply agreement we recently entered into will better position us to expand our market share in the United States,'' said Efird.

In other business, according to a separate release from Shrewsbury, New Jersey-based PV equipment distributor, Solar Resources, it has recently signed a distribution agreement with Suntech Power Holdings Co., Ltd. for Suntech Power modules, currently available at Solar Resources' distribution center. Elliott Shanley, Principal of Solar Resources, said, "We are pleased to partner with Suntech Power, one of the world's leading manufacturers of solar cells. We believe that the recent silicon supply agreement announced between Suntech Power and MEMC, totaling $5 to $6 billion over a 10-year period, will insure that we are able to meet the growing demand for Suntech Power's PV modules in the United States."

[2tausend5]

Das liest sich doch nicht schlecht !!

Schöne Grüße,
2tausend5

15.08.2006 13:43
Suntech Power Reports Second Quarter 2006 Financial Results


* Second quarter net revenue exceeds guidance, up 42.6% sequentially and 205.9% year-over-year to $128.2 million * Non-GAAP basic and diluted net income attributable to holders of ordinary shares per ADS reaches $0.20 and $0.19, respectively * GAAP basic and diluted net income attributable to holders of ordinary shares per ADS increases to $0.18 and $0.17, respectively * Annualized PV cell production capacity reaches 210MW * 100% of silicon supply locked in for 2007 planned production * Company makes significant advances in large scale production using 180 micron thick wafers, achieving breakage rates below 2%

WUXI, China, Aug. 15 /Xinhua-PRNewswire/ -- Suntech Power Holdings (Nachrichten) Co., Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells, today announced second quarter 2006 total net revenues of $128.2 million and net income of $26.5 million, or $0.17 per diluted American Depository Share (ADS).

'We are pleased to have exceeded guidance for the quarter as our expanded production allowed us to take advantage of increasing worldwide demand for PV products,' said Dr. Zhengrong Shi, Suntech's Chairman and CEO. 'During this period of tight silicon supply, our willingness to pay higher prices for silicon on the spot market means we have been able to increase our market share and satisfy more customers, while simultaneously increasing our EPS.'

Dr. Shi concluded, 'We will continue our strategy of building capacity, expanding our markets and lowering cost per watt through our leading R&D.'

Suntech began to sell PV cells and modules into several new markets during the second quarter, including France, Greece, and Portugal and saw strong sales growth in the United States and China markets.

'The two recently announced agreements bring significant strategic advantages to Suntech,' continued Dr. Shi. 'The acquisition of MSK Corporation, one of Japan's largest PV module manufacturers and one of the top-ranking companies in the building-integrated photovoltaics (BIPV) space, gives us a strong presence in the Japanese market and helps expand our offering of value-added PV module solutions. Our solar wafer supply agreement with MEMC locks in long term silicon supply at competitive rates, which we believe will increase both our long-term growth visibility and cost competitiveness.'

Dr. Shi noted that Suntech's required silicon supply for planned production in 2007 has been fully secured through long-term supply contracts, OEM exchange programs, and strategic alliances with key suppliers.

Second Quarter 2006 Results

Total net revenues for the second quarter of 2006 were $128.2 million, an increase of 42.6% sequentially and 205.9% year-over-year. The sequential growth reflected the additional output from the newly added 30MW production line, higher than expected equipment utilization rate and increased selling price of Suntech's PV products.

Breakdown of Second Quarter 2006 Net Revenues Q2 2006 % of Q2 2006 Growth vs. Q2 Growth vs. Q1 Net Revenues 2005 2006 PV Cells $34.7 million 27.1% +820% (14%) PV Modules $92.3 million 72.0% +142% +87% PV System Integration $1.1 million 0.9% +6231% +3501% Total $128.2 million 100.0% +206% +43%

During the second quarter of 2006, Suntech shipped total output of 35.5MW and increased its annualized PV cell production capacity from 180MW to 210MW. Average sales prices of PV cells and PV modules were $3.22 and $3.78 per watt, respectively, compared with $3.05 and $3.65 per watt, respectively, in the first quarter of 2006, and $2.96 and $3.53, respectively, in the second quarter of 2005.

Gross profit for the second quarter of 2006 was $36.1 million, representing an increase of 33.5% over the first quarter of 2006 and 145.2% over the second quarter of 2005. Gross margin for the second quarter of 2006 was 28.2% compared with 30.1% in the first quarter of 2006 and 35.2% in the second quarter of 2005. Sequentially, gross margins decreased due to the increase in the cost of raw materials as Suntech purchased additional silicon supply from the spot market in order to accelerate production and expand market share. The year-over-year gross margin decrease was primarily due to increases in the cost of raw materials as well as share-based compensation expenses.

Operating expenses were $7.9 million in the second quarter of 2006 compared with $7.0 million in the first quarter of 2006 and $6.0 million in the second quarter of 2005. The slight sequential increase in operating expenses was in line with the increase in the Company's production capacity. The year-over-year increase in operating expenses reflected share-based compensation expenses and expanded back-office operations.

Income from operations for the second quarter of 2006 was $28.2 million, representing a sequential increase of 40.5% and a year-over-year increase of 221.3%. Operating margin was 22.0% compared with 22.3% in the first quarter of 2006 and 20.9% in the second quarter of 2005. The year-over-year increase in operating margin reflects the benefit from economies of scale and expense controls, including enhanced back office support systems.

Net income attributable to holders of ordinary shares excluding share-based compensation expenses (non-GAAP) for the second quarter of 2006 was $29.4 million, an increase of 32.6% from the first quarter of 2006, and a 342.4% increase year-over-year. Basic and diluted net income attributable to holders of ordinary shares per ADS excluding share-based compensation expenses (non-GAAP) for the second quarter of 2006 were $0.20 and $0.19, respectively, compared with $0.15 and $0.14 in the first quarter of 2006, respectively. Second quarter 2005 basic and diluted net income per ADS excluding share-based compensation expenses (non-GAAP) were both $0.07. (Please refer below to the reconciliation of GAAP net income and basic and diluted net income per ADS to non-GAAP net income and basic and diluted net income per ADS and a detailed discussion of management's use of non-GAAP information.)

Net income attributable to holders of ordinary shares (GAAP) for the second quarter of 2006 was $26.5 million, representing a 37.4% sequential increase and a 3340.7% increase year-over-year. Basic and diluted net income attributable to holders of ordinary shares per ADS (GAAP) for the second quarter of 2006 were $0.18 and $0.17, respectively, compared with $0.13 and $0.12 in the first quarter of 2006, respectively. Second quarter 2005 basic and diluted net income per ADS were both $0.01.

As of June 30, 2006, Suntech had cash and cash equivalents of $312.8 million. Net operating cash outflow for the second quarter was $13.5 million as Suntech made advance payments to suppliers to secure silicon wafers. The operating cash outflow in the second quarter of 2006 was also due to the increase in accounts receivable from $5.4 million as of March 31, 2006 to $28.9 million as of June 30, 2006, as Suntech transitioned from telegraphic transfer (T/T) to letter of credit as its primary settlement instrument for international transactions. The Company increased its restricted cash balance in order to satisfy the requirements of obtaining letters of credit. In the second quarter of 2006, depreciation was $1.7 million and capital expenditures were $11.2 million. The capital expenditures were related to production capacity expansion during the quarter.

Business Highlights -- Suntech continued to make progress on developing higher conversion efficiency PV cells. The Company now expects to reach average monocrystalline silicon PV cell conversion rates of 18% by the end of 2007 and to begin pilot production using 20% conversion efficiency technology early 2007. -- Suntech installed an additional 30MW PV cell production line in April, which reached full capacity ahead of schedule in June. The Company remains on course to reach 240MW annualized capacity by the end of the third quarter 2006. In addition, Suntech Luoyang will bring another 30MW capacity to Suntech. By the end of 2006, Suntech, including Suntech Luoyang, expects to reach 270MW PV cell production capacity. -- The Company recently established Suntech America, Inc. as part of its long-term strategy to establish a major market for its PV cells and modules in North America; The Company also established Suntech Power (Hong Kong) Co., Ltd. to help improve the Company's international purchase and sales capability. -- On July 26, Suntech announced a 10-year solar wafer supply agreement with MEMC. Suntech believes that the pre-determined fixed price reduction curve contemplated by the supply agreement will provide Suntech with competitively priced wafers to support its long term expansion of production output. -- During the quarter, Suntech extended its collaborative research agreement with The University of New South Wales through the end of 2010. The University of New South Wales holds the world record for achieving the highest silicon solar cell conversion efficiencies and is a leader in developing crystalline silicon solar cell technology. -- On August 11, Suntech concluded the first step of its acquisition of MSK Corporation when it acquired approximately 67% of MSK for $107 million in cash. Approximately $100 million of the cash was funded by a bridge loan from ABN Amro. The acquisition is expected to give Suntech an extensive PV module sales and distribution network in the Japanese market and enable Suntech to take advantage of MSK's product development and value-added PV solutions. Suntech expects to acquire the remainder of MSK for stock by the end of 2007. Suntech's total net revenue in the third quarter will only include MSK's results during the period following the closing of the MSK transaction, from August 12, 2006 to September 30, 2006. MSK's quarterly results will be fully consolidated into Suntech's beginning in the fourth quarter of 2006. New Senior Hires -- Mr. Shijun Cai joined Suntech in May 2006 as Vice President in charge of designing electronic circuits for PV applications. Before joining Suntech, Mr. Cai was the Managing Director of Nanjing ANA Microking Electronics Inc, an integrated circuit design company in China. From 1989 to 1991, he was a Visiting Fellow at the University of New South Wales in Australia specializing in research into high-efficiency silicon solar cells; from 1996 to 2002, he served as a research engineer at Pacific Solar Pty Ltd. Australia. Mr. Cai is the author of more than 30 published papers and books, holds nine Chinese and international patents and served as an Associate Professor of Electronic Engineering in Southeast University in China. -- Mr. Roger Efird joins the Company as President of Suntech America. Mr. Efird's career in the U.S solar industry spans three decades including over eighteen years at BP Solar International, where he served in various senior roles including Director of Marketing, Director of Global Distribution, and Americas Sales Manager. Outlook for Third Quarter 2006

Suntech expects its total net revenues, including MSK, in the third quarter 2006 to be in the range of $162 million to $169 million, representing year-over-year growth of 186% to 198%.

Suntech expects its total production output, including MSK, to be in the range of 45MW to 47.5 MW in the third quarter of 2006.

In the third quarter MSK is expected to contribute $25 to 27 million, or approximately 15% to Suntech's total net revenue, with production output in the range of 7MW to 7.5 MW. MSK's expected revenue contribution to Suntech's total net revenue in the third quarter only includes MSK's results during the period following the closing of the MSK transaction, from August 12, 2006 to September 30, 2006. MSK's quarterly results will be fully consolidated into Suntech's beginning in the fourth quarter of 2006.

Conference Call Information

Suntech's earnings announcement conference call will take place on August 15, 2006 at 8:00 a.m., Eastern Time, which corresponds to August 15, 2006 at 8:00 p.m., Beijing/Hong Kong time. To access the conference call, please dial [phone] (for U.S. callers) or [phone] (for international callers) and ask to be connected to the Suntech earnings conference call.

A live webcast of the conference call will be available on the investor relations section of Suntech Power's website at http://www.suntech-power.com/ .

A replay of the conference call will be available on the investor relations section of Suntech Power's website or by dialing [phone] (passcode: 84327274).

About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by production output of solar cells in 2005. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial and public utility sectors. Suntech's customers are located in various markets worldwide, including Germany, Spain, China and the United States. For more information, please visit http://www.suntech-power.com/ .

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the 'safe harbor' provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as 'will,' 'expects,' 'anticipates,' 'future,' 'intends,' 'plans,' 'believes,' 'estimates' and similar statements. Among other things, the business outlook and quotations from management in this announcement, as well as Suntech's strategic and operational plans, contain forward-looking statements. Such statements involve inherent risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech's annual report on Form 20-F filed with the U.S. Securities and Exchange Commission. Suntech does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

About Non-GAAP Financial Measures

To supplement its consolidated financial results presented in accordance with GAAP, Suntech uses the following non-GAAP measures which are adjusted from the most directly comparable GAAP results to exclude items related to share-based compensation. Management uses these non-GAAP measures internally to make an apples-to-apples comparison of the business and financial performances of second quarter 2006 versus second quarter 2005 for strategic decision making, forecasting future results and evaluating the Company's current performance. Many analysts covering Suntech use the non-GAAP measures as well. Management believes these non-GAAP measures are useful to investors in enabling them to better assess changes in Suntech's core business across different time periods. These non-GAAP measures are not in accordance with or an alternative for GAAP financial data and may be different from non-GAAP measures used by other companies. Suntech computes its non-GAAP financial measures using the same consistent method from quarter to quarter. For more information on these non-GAAP financial measures, please see the tables captioned "Reconciliations of non-GAAP results of operations measures to the nearest comparable GAAP measures" set forth at the end of this release.

Note: The quarterly summary statement of operations data are unaudited. The summary consolidated balance sheet data as of June 30, 2006 is derived from Suntech's unaudited consolidated financial statements. The summary consolidated balance sheet data as of December 31, 2005 is derived from Suntech's audited consolidated financial statements.

SUNTECH POWER HOLDINGS CO., LTD. CONSOLIDATED INCOME STATEMENT (In $'000, except share, per share, and per ADS data) 2005 2006 2006 Q2 Q1 Q2 (Note) (Note) (Note) Net revenues 41,889 89,886 128,154 Total cost of revenues 27,159 62,834 92,034 Gross profit 14,730 27,052 36,120 Operating expenses Selling expenses 966 1,010 1,547 General and administrative expenses 4,719 4,904 4,751 Research and development expenses 270 1,078 1,632 Income from operations 8,775 20,060 28,190 Interest expenses (6,205) (857) (1,177) Interest income 40 1,471 3,030 Other income (expense) (591) 194 (1,387) Income before income taxes 2,019 20,868 28,656 Tax provision (589) (1,589) (2,153) Net income after taxes before minority interest and equity in earnings of affiliates 1,430 19,279 26,503 Minority interest -- 16 (30) Equity in (loss) earnings of affiliates (9) 24 63 Net income 1,421 19,319 26,536 Deemed dividend on Series A redeemable convertible preferred shares (650) -- -- Net income attributable to holders of ordinary shares 771 19,319 26,536 Net income per share and per ADS: - Basic 0.01 0.13 0.18 - Diluted 0.01 0.12 0.17 Shares used in computation: - Basic 90,000,000 147,487,707 148,240,382 - Diluted 112,076,538 156,220,705 156,012,742 SUNTECH POWER HOLDINGS CO., LTD. CONSOLIDATED BALANCE SHEETS (In $'000) December 31, June 30, 2005 2006 (Note) (Note) ASSETS Current assets: Cash and cash equivalents 359,324 312,790 Restricted cash 7,997 21,340 Inventories(1) 40,428 73,125 Accounts receivable 1,660 28,886 Other receivables 2,408 2,130 Value-added tax recoverable 339 2,604 Advances to suppliers 24,001 66,960 Deferred tax assets 322 417 Short-term investment -- 354 Total current assets 436,479 508,606 Property, plant and equipment, net 39,717 68,687 Intangible assets, net 2,923 2,854 Goodwill 135 51 Investments in affiliates 1,059 1,274 Non-current advances to suppliers -- 3,095 Deferred tax assets 1,350 2,110 TOTAL ASSETS 481,663 586,677 LIABILITIES AND SHAREHOLDERS' EQUITY Current liabilities: Short-term borrowings, including current portion of long-term bank borrowings 52,193 85,296 Accounts payable 3,522 12,526 Other payables 4,770 3,052 Payables in respect of purchase of property, plant and equipment 550 8,751 Advances from customers 3,059 2,164 Accrued payroll and welfare 1,408 1,651 Government grants 4,106 4,447 Amounts due to related parties 468 165 Income tax payable 1,898 2,407 Total current liabilities 71,974 120,459 Long-term bank borrowings 3,717 2,501 Accrued warranty costs 2,619 4,022 Total liabilities 78,310 126,982 Minority interest 1,429 1,458 Shareholders' equity: Ordinary share of par value $0.01: authorized 465,332,948 shares; 147,487,707 and 149,157,912 shares issued and outstanding as of December 31, 2005 and as of June 30, 2006, respectively 1,475 1,492 Additional paid-in capital 364,044 360,809 Deferred compensation (12,716) -- Retained earnings 47,603 93,458 Accumulated other comprehensive income 1,518 2,478 Total shareholders' equity 401,924 458,237 TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY 481,663 586,677 (1) In order to facilitate SAP implementation and cost control, Suntech changed the inventory valuation method from moving average to standard cost for finished goods in the second quarter. Reconciliations of non-GAAP results of operations measures to the nearest Comparable GAAP measures (*) (in $ million, except margin data, per share and per ADS data, unaudited) Three months ended June 30, 2005 Non-GAAP GAAP Results Adjustment* Results Gross profit 14.7 0 14.7 Gross margin 35.2% 35.2% Income from operations 8.8 0.2 9.0 Income from operations margin 20.9% 21.5% Net income attributable to holders of ordinary shares 0.8 5.9 6.7 Net income margin 1.8% 15.8% Net income per share and per ADS (in US dollars, unaudited) - Basic 0.01 0.07 - Diluted 0.01 0.07 Three months ended March 31, 2006 Non-GAAP GAAP Results Adjustment* Results Gross profit 27.1 0.5 27.6 Gross margin 30.1% 30.7% Income from operations 20.1 2.8 22.9 Income from operations margin 22.3% 25.5% Net income attributable to holders of ordinary shares 19.3 2.8 22.1 Net income margin 21.5% 24.6% Net income per share and per ADS (in US dollars, unaudited) - Basic 0.13 0.15 - Diluted 0.12 0.14 Three months ended June 30, 2006 Non-GAAP GAAP Results Adjustment* Results Gross profit 36.1 0.5 36.6 Gross margin 28.2% 28.6% Income from operations 28.2 2.8 31.0 Income from operations margin 22.0% 24.2% Net income attributable to holders of ordinary shares 26.5 2.8 29.4 Net income margin 20.7% 22.9% Net income per share and per ADS (in US dollars, unaudited) - Basic 0.18 0.20 - Diluted 0.17 0.19 (*) The adjustment is for share-based compensation only For investor and media inquires, please contact: In China: Cindy Shao Suntech Power Holdings Ltd. Tel: [phone] Email: [e-mail] Philip Lisio Ogilvy Public Relations Worldwide Tel: [phone] Mobile: [phone] Email: [e-mail] In the United States: Thomas Smith Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]

[Snare]

Antwort auf Beitrag Nr.: 23.454.520 von 2tausend5 am 15.08.06 13:59:44

Och ja

[DoktorBest]

hört sich echt super an

vorbörsichlich in usa:

29,80 $
+ 6,5 %

Volumen: 30.000

klasse Voraussetzung würde ich sagen...

Gruß

Dok

[boulefan]

Yep, alles im Grünen Bereich

[Wellness69]

na dann einfach entspannen



www.freizeittechnik.de/html/suntec.html

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.461.365 von Wellness69 am 15.08.06 22:42:19

Das Zubehör

[Hannibal100]

Habe seit 6.05. mühsame 2,5% gemacht. Verstehe die Jubelmeldungen nicht.

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.482.762 von Hannibal100 am 17.08.06 15:27:17

bin bei 17 noch 1x rein, muß jetzt was abgeben sorry

[234MarkusH]

Zum Vergleich: Q-Cells die letzten Tage über 20% nach Norden, Suntech immer weiter nach Süden!!

War beim Quartal mehr erwartet worden?
Sind die Aussichten schlechter als erwartet?
Hat Suntech Siliziumengpässe?

Warum immer weiter abwärts??
Welche negative Nachricht gibt es??

Markus

[234MarkusH]

Antwort auf Beitrag Nr.: 23.546.566 von 234MarkusH am 21.08.06 16:05:14

Oh, war etwas übertrieben, aber schon deutlicher Unterschied:
http://www.wallstreet-online.de/charts/instinformer.php?&ins…

[Snare]

Bisschen mehr Geduld darf schon sein. Ist doch gut gelaufen?

untech Power working out expansion plans

Printer Friendly Email Article

Aug. 21, 2006 (China Knowledge) – Suntech Power Holdings Co. Ltd., China’s largest manufacturer of solar cells, plans to double both its capacity and its output for this year with the setting up of a new plant in Shanghai.

Media reports quoted CEO Shi Zhengrong as saying that the company plans to double its production capacity for photovoltaic cells, a cell capable of producing energy when exposed to light, to about 300 megawatts this year.

The company is also hoping that its expansion plans will allow it to double output for photovoltaic cells to more than 140 megawatts this year.

New York-listed Suntech expects sales for the year to grow to RMB 4 billion this year, up from RMB 1.9 billion last year, following the doubling of capacity and the completion of expansion.

China’s central government has pledged that it will spend RMB 1.5 trillion in the next 15 years to support the growth of its domestic industries of renewable energy such as solar power and wind power and Suntech is looking to capitalize on this government initiative.

Wuxi-based Suntech will be spending about US$60 million building a research and development plant outside Shanghai, in the Caohejing Hi-Tech Park in the southwest of central Shanghai.

The plant will begin operations in early 2008 and will have around 200 employees.

Suntech hopes that its plans in the pipeline will allow it to increase its market share domestically and abroad. The group expects its global market share to rise to 7% this year from about 5% the previous year.

[Snare]

Antwort auf Beitrag Nr.: 23.547.095 von Snare am 21.08.06 16:36:40

WUXI, China, -- Suntech Power Holdings Co., Ltd. (NYSE:STP) , one of the world's leading manufacturers of photovoltaic (PV) cells, announced that it has signed a definitive agreement to acquire MSK Corporation in a two-step cash and stock transaction. In the first step of the acquisition, which is expected to close in the third quarter 2006, Suntech will acquire a two-thirds equity interest in MSK for $107 million through a combination of subscription to new shares and purchase of existing shares. The balance of the consideration is based upon revenue targets for MSK and will be paid in the second step, which is anticipated to close by the end of 2007.

''While Japan is the world's largest single market for PV modules, it is also one of the most difficult markets for foreign players to enter,'' said Dr. Zhengrong Shi, Suntech's Chairman and CEO. ''We anticipate that this acquisition will give Suntech the advantage of MSK's nationwide sales and marketing platform in Japan, which we expect to leverage to grow our market share in this important market.''

Based on the 2006 Photovoltaic System Market Future Outlook Report, Japan, Japan is the most important market for solar energy in terms of both total installation and production of solar cells and modules with 53% of world production. The report also states that Japan is one of the fastest growing markets in the world posting 48% annual growth in 2005 in the production of PV cells and modules.

MSK Corporation is one of Japan's largest PV manufacturers and one of the top-ranking companies in the building-integrated photovoltaics (BIPV) space. MSK provides customer-tailored PV products that give aesthetic finish to a building by replacing the conventional building materials. In addition, MSK provides turnkey solutions to its clients. Its services range from pre-system preliminary studies through to post-installation commissioning and maintenance.

With more than 20 years of experience and good brand name in the PV business, MSK currently has approximately 260 employees, leading technical expertise and one of the world's largest PV module manufacturing plants with a production capacity of approximately 100 megawatts in Nagano, Japan. In 2005, MSK had annual production capacity of approximately 200 megawatts.

''Through this acquisition, Suntech will also gain the advantage of MSK's leading BIPV product and solar system design capability,'' continued Dr. Shi. ''This acquisition will bring two important companies in different PV sectors together and we anticipate that it will result in great synergies. It will enable us to accelerate innovation, bring to market new PV solutions that complement our existing product range, and capture new opportunities within the fast growing BIPV market.''

Dr. Tadao Kasahara, CEO of MSK, said, ''MSK looks forward to continuing to provide commercial and industrial solar solutions to Japan and markets in other parts of the world with both advanced building integrated photovoltaics (BIPV) and other high-quality PV products. As a subsidiary of Suntech, MSK will be able to access Suntech's support in terms of advanced PV cell/module products and cost competitiveness, financial resources, and distribution channels, as well as have the possibility of pioneering BIPV applications in the Chinese market.''

Suntech expects that MSK's global sales footprint, established branding and international marketing expertise will further Suntech's strategy of diversifying its customer base and developing sales channels in key international markets. MSK's CEO, Dr. Tadao Kasahara, has agreed to remain in his current role for at least four years.

Under the definitive agreement, Suntech will be acquiring MSK in two steps. Upon closing of the first step of the acquisition, which is expected to occur in the third quarter of 2006, Suntech will acquire a two-thirds equity interest in MSK for $107 million in cash. Upon closing of the second step of the acquisition, which is expected to occur by the end of 2007, Suntech will acquire all or a substantial portion of the remaining interest in MSK for a consideration based on MSK's ability to achieve certain revenue targets. If Suntech acquires 100% of the remaining interest in MSK, the range of consideration for the second step is $53 million to $193 million in the form of Suntech shares. The first step of the transaction will be financed through a one year bridge loan.

The transaction is subject to customary closing conditions, including approval of MSK's shareholders. The transaction is not subject to regulatory approvals.

Credit Suisse acted as exclusive financial advisor and Simpson Thacher & Bartlett LLP served as international counsel for Suntech on the transaction.

PT Global and Mitsubishi UFJ Securities acted as exclusive financial advisors and O'Melveny & Myers LLP served as international counsel for MSK on the transaction.

[Jack_Sparrow]

Hallo zusammen! Kaum eröffnet in US und schon wieder fast -4%. Langsam reicht´s. Sonst wird das nix mehr mit dem Trend. Und zwar dem nach oben ... Gruß & Tschüß

[Wellness69]

Antwort auf Beitrag Nr.: 23.475.051 von CleanEarthForNature am 16.08.06 22:13:13

woher hast du die anmimation von meinem schatz

[Jack_Sparrow]

Hallo zusammen,

nachdem wir gestern mal endlich wieder ins Plus liefen, gehts heute leider schon wieder runter, aktuell -1,3%.

Wenn man sich den Chart von Anfang Juli2006 bis jetzt ansieht, sollte der aktuellen ordentlichen Korrektur langsam die Puste ausgehen. Andernfalls wären wir nicht in einer Korrektur (eines Aufwärtstrends) sondern mitten in einer Bewegung. Und zwar eine Bewegung innerhalb eines schönen Abwärtstrends. Blöd irgendwie, oder? Was meinen die Profis?

Gruß & Tschüß.

[jumwi]

Das meinen die Profis:


Chinesische Solaraktie

von Daniel Wilhelmi

Ich hoffe, Sie hatten ein schönes Wochenende (wegen eines Stromausfalls, der völlig überflüssigerweise auch noch unser DSL-Modem zerstört hat, erhalten Sie diesen Profit Radar erst heute). Über den FC Köln wollen wir mal lieber den Mantel des Schweigens hüllen. Heute möchte ich Ihnen aufzeigen, dass es sich lohnen kann, an der Börse immer ganz, ganz genau hinzuschauen. Es geht um unseren Taipan-Empfehlung aus dem chinesischen Solarsektor: Suntech Power. Wir haben die Aktie des größten chinesischen Solarunternehmens unseren Taipan-Lesern im Juli in der Taipan-Sonderausgabe „China & Umwelt“ empfohlen haben.

Diese Empfehlung kam genau zum richtigen Zeitpunkt. Denn mit einem Einstieg bei 21,87 US$ erwischten unsere Leser genau zweite Tief einer blitzsauberen W-Formation. Danach kannte die Aktie nur noch eine Richtung: Nach oben. Inzwischen liegen die Taipan-Leser nach gut 6 Wochen schöne +23,0% vorne. Aber es waren sogar schon noch mehr. Denn die Aktie lief bis zum 16. August sogar bis knapp 33 US$.

Dabei gaben die veröffentlichten Quartalszahlen vom 15. August noch mal einen kurzen, aber gewaltigen Schub. Denn diese Zahlen waren sensationell. Anders kann man es wirklich nicht sagen. Die Umsätze für das 2. Quartal 2006 konnten um 205,9% von 41,9 Mio. US$ im Vorjahresquartal auf jetzt 128,2 Mio. US$ gesteigert werden. Das ist wirklich hervorragend, aber das ist noch gar nichts. Der Gewinn explodierte um sagenhafte 1.792,8% von 1,4 Mio. US$ auf jetzt 26,5 Mio. US$. 1.792,8%! Unglaublich. Das ist wie in den besten New Economy-Zeiten. Und jetzt wissen Sie auch, warum Suntech Power einer unserer Favoriten im unter Umweltproblemen leidenden Reich der Mitte ist.

Aktienkurs wird „künstlich“ gedrückt

Doch seit den Zahlen ist die Aktie von Suntech Power nur gefallen. In den letzten 2 Wochen hat der Wert trotz der phantastischen Zahlen gut 18% verloren. Viele private Anleger sind verunsichert und werfen ihre Papiere vorsichtshalber auf den Markt. Das ist ein großer Fehler, denn diese Anleger haben nicht sauber recherchiert. Vor dem Hintergrund der sich eintrübenden Charttechnik verkaufen viele uninformierte Privatanleger lieber. Denn sie haben sich nicht richtig informiert und kennen den wahren Grund für den Abverkauf nicht.

Der wahre Grund ist nämlich der Ablauf von Lock-Up-Perioden. Sprich: Einige der gesetzlichen Sperrfristen für den Aktienverkauf von Altaktionären sind abgelaufen. Die haben also jetzt das Recht, Kasse zu machen. Und das tun sie häufig auch, wie auch jetzt im Falle von Suntech Power. Das ist ganz normal und hat nichts mit der Qualität des Unternehmens oder der Geschäftsentwicklung zu tun. Denn die ist ja, wie Sie anhand der jüngst veröffentlichten Quartalszahlen gesehen haben, exzellent.

Diese Verkäufe drücken natürlich den Aktienkurs. Aber eben nur kurzfristig und künstlich, denn diese Verkäufe sind ja weder Unternehmensspezifisch noch charttechnisch bedingt. Deshalb ist es so wichtig immer ganz genau hinzuschauen, welchen Ursprung Kurssteigerungen oder Kursverluste haben. Hier sind offensichtlich viele Anleger uninformiert und gehen aufgrund dieses fehlenden Wissens lieber auf „Nummer Sicher“. Sie verkaufen also auch, was den Abwärtsdruck noch mal erhöht. Wenn aber die Lock-Up-generierten Verkäufe auslaufen, lässt der Verkaufsdruck auf einen Mal nach – und Ihnen bietet sich so die Chance ein Top-Unternehmen zu extrem günstigen Preisen einzusammeln, bevor die Masse der Anleger überhaupt merkt was los ist.

Have a successful day,

Ihr

Daniel Wilhelmi

[Jack_Sparrow]

Antwort auf Beitrag Nr.: 23.674.788 von jumwi am 29.08.06 20:37:30

Hallo zusammen,

Einige der gesetzlichen Sperrfristen für den Aktienverkauf von Altaktionären sind abgelaufen. Die haben also jetzt das Recht, Kasse zu machen. Und das tun sie häufig auch, wie auch jetzt im Falle von Suntech Power.

Läßt sich das denn auch belegen? Oder ist das nicht die "Spekulation" eines Börsenbriefs über den Grund des aktuellen Kursrutsches? Tut mir leid, klingt nicht völlig überzeugend. Aber danke für den Versuch!

Gruß & Tschüß

[jumwi]

Antwort auf Beitrag Nr.: 23.675.993 von Jack_Sparrow am 29.08.06 22:05:17

Dann musst Dir halt weiterhin Deinen eigenen Reim auf den Kursverfall machen.

Die hatten wenigstens eine Erklärung

[234MarkusH]

Mal sehen, ob der 38 Tage Durchschnitt nur kurz oder dauerhaft nach unten durchbrochen wurde - Korrektur oder Trend?
Auch interessant, ob der MACD die Nulllinie nach unten durchbricht oder ob die schnelle Linie die langsame Triggerlinie nach oben schneiden kann?
Das untere Bollinger Band (Standardabweichung nach Süden) bei ca. 25,80 US-$ kommt langsam in Reichweite - ob es hält?

Ich rechne spätestens am Montag mit einer Entscheidung.

Markus

[234MarkusH]

Antwort auf Beitrag Nr.: 23.801.817 von 234MarkusH am 07.09.06 09:17:05

Anscheinend ein richtiger Abwärtstrend!
Gibt es negative Nachrichten??
Markus

[heartofgold]

Antwort auf Beitrag Nr.: 23.875.690 von 234MarkusH am 11.09.06 16:26:32

STP
STP
Suntech Power Holdings Co., LTD. NYSE
Back to Headlines | Previous Story
Dow Jones

Dow Jones China Indexes: 13 Companies Join Dow-China 88

Edited Press Release

LONDON -(Dow Jones)- Dow Jones Indexes, a global index provider, Monday announced changes in the composition of the Dow Jones China Index Series (Dow- China Indexes).

Component changes in the Dow Jones China 88 (Dow-China 88), Dow Jones China Offshore 50, Dow Jones China Total Market (Dow-China Total Market), Dow Jones Shanghai (Dow-Shanghai), Dow Jones Shenzhen (Dow-Shenzhen), and Dow Jones CBN China 600 indexes will be effective on Sep. 18 Dow JOnes Indexes said.

The following 13 companies will join the Dow-China 88, which tracks the largest and most liquid 88 stocks in China's Class-A market and reflects roughly 35.43% of the float-adjusted market capitalization of both the Shanghai and Shenzhen markets: Bank Of China, Daqin Railway Co., Henan Shuanghui Investment & Development Co., Huludao Zinc Industry Co., Jiangxi Copper Co., Long March Launch Vehicle Technology Co., Poly Real Estate Group Co., Shanghai Aerospace Automobile Electromechanical Co., Shenzhen Zhongjin Lingnan Nonfemet Co., Sichuan Hongda Co., TBEA Co., Xi'an Aircraft International Corporation and Yunnan Copper Co..

The companies exiting the index are: Guang Dong Mei Yan Enterprise (Group) Co., Guangdong Electric Power Development Co., Guangzhou Development Industry ( Holdings) Co., Hebei Jinniu Energy & Resources Co., Henan Zhongyuan Expressway Co., Huadian Power International Co., Insigma Technology Co., SGIS Songshan Co., Shanghai Belling Co., Shanghai Shenhua Holdings Co., Shanghai Zi Jiang Enterprise Group Co., Top Energy Co., Shanxi and Tsingtao Brewery Co..

The number of Shanghai-listed stocks in the Dow-China 88 will be decreased to 59 from 61 components, while the number of Shenzhen-listed stocks will be increased to 29 from 27 components, Dow Jones Indexes said.

Shanghai-listed stocks represent 72.39% of the free-float market capitalization of the Dow-China 88, compared to 27.61% for Shenzhen-listed companies.

The following two companies will be added to the Dow Jones China Offshore 50 Index: CNPC (Hong Kong) and Suntech Power Holdings Co. The companies exiting the index are: China Shipping Container Lines Co and Weiqiao Textile co.

Launched in October 2005, the Dow Jones China Offshore 50 represents the largest stocks of companies whose primary operations are in mainland China but that trade on exchanges in Hong Kong and the U.S..

Changes made to the Dow Jones China 88 and Dow Jones China Offshore 50 indexes are being announced Monday after the conclusion of a regular semi-annual component review, Dow Jones Indexes said.

The number of components in the Dow-China Total Market Index will increase to 1137 from 1130, with 1072 A-shares and 65 B-shares. The Dow-China Total Market Index reflects 95% percent of the free-float market capitalization for both the Shanghai and Shenzhen markets.

The number of components in the Dow-Shanghai Index will increase to 708 from 701, with 12 additions and five deletions, while the number of components in the Dow-Shenzhen Index will remain unchanged with 429 components (eight additions and eight deletions). The Dow-Shanghai and Dow-Shenzhen indexes represent 95% of the free-float market capitalization of their respective markets.

Twenty-six components will be replaced in the Dow Jones CBN China 600 Index, which reflects roughly 80% of China´s free-float market capitalization. Changes are being announced Monday after the conclusion of a regular quarterly review.

As a result of the deletion from the Dow Jones CBN China 600 Index, GITI Tire Corporation will also exit the Dow Jones CBN China 600 Automobiles & Parts Blue- Chip Index, which is a subset of the Dow Jones CBN China 600 Index. The company joining the index is: Xiamen King Long Motor Co.

The Dow-China Indexes are designed to provide investors globally with accurate tools for measuring equity performance in China.

Float-adjusted shares, which exclude all state-owned and unlisted employee shares, are used for stock selection and index calculation, in order to accurately reflect shares available to the public. Block holdings of individuals, other companies or governments that exceed 5% of total market value are also excluded.

The Dow-China 88, Dow-China Total Market, Dow-Shanghai and Dow-Shenzhen indexes were launched on May 27, 1996 to commemorate the 100th anniversary of the Dow Jones Industrial Average.

Dow Jones & Company (NYSE: DJ; dowjones.com) publishes The Wall Street Journal and its international and online editions, Barron's and the Far Eastern Economic Review, Dow Jones Newswires, Dow Jones Indexes, and the Ottaway group of community newspapers. Dow Jones is co-owner with Reuters Group of Factiva, with Hearst of SmartMoney and with NBC of CNBC television operations in Asia and Europe. Dow Jones also provides news content to CNBC and radio stations in the U.S.

(END) Dow Jones Newswires09-11-060817ET
Copyright (c) 2006 Dow Jones & Company, Inc.

[Snare]

Mal wieder das Datum aktualisieren

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 23.875.690 von 234MarkusH am 11.09.06 16:26:32

Mein Trendparometer im Bauch sagt mir es geht nach oben

habe die Gelegenheit genutzt um meinen EinstiegsKurs zu drücken

[boulefan]

Antwort auf Beitrag Nr.: 24.137.704 von Snare am 23.09.06 19:53:50

Tach!
Bin auch noch dabei

[Snare]

Antwort auf Beitrag Nr.: 24.227.218 von boulefan am 27.09.06 10:37:07

Ja Tach auch boule. Schön. Ist ja nicht gerade Getümmel hier.
Geradezu eine Oase der Ruhe.

Bin sehr gespannt wie es heute in USA weitergeht.
Hoffe Ever zittert sich weiter nach oben ...

Ja natürlich auch Suntech

[Snare]

Antwort auf Beitrag Nr.: 24.228.226 von Snare am 27.09.06 11:32:42

Beijing, China [Asia Pulse/XIC] China's top economic planning body, the National Development and Reform Commission (NDRC), announced at the end of June a plan to raise consumer electricity rates by the equivalent of 2.5 US cents per kilowatt-hour. A tiny fraction of the additional charge, or 0.1 cent per kilowatt-hour, will be used to develop renewable energy, a senior NDRC official said weeks later. ... The practice complies with the principle enshrined in the Renewable Energy Law that the extra costs of renewable energies should be shared by all end users of electricity across the country.

[Wellness69]

Donnerstag, 5. Oktober 2006
Opec dreht den Hahn zu
Ölpreis steigt wieder

Die von Opec-Vertretern angekündigte Kürzung der Rohöl-Förderung hat den Ölpreis am Donnerstag in die Höhe getrieben. Die beiden führenden Öl-Sorten Brent und WTI übersprangen die psychologisch wichtige Marke von 60 Dollar je Barrel (159 Liter).

Sie verteuerten sich jeweils um mehr als einen Dollar auf 60,65 beziehungsweise 60,74 Dollar je Barrel. Damit liegen sie aber noch immer fast 20 Dollar unter den Rekordständen von Juli und August.


Die Organisation Erdöl exportierender Länder, Opec, will Kartellkreisen zufolge erstmals seit zwei Jahren ihre Fördermenge deutlich reduzieren, um den Ölpreisverfall zu stoppen. Die Ölproduktion solle sobald wie möglich um eine Million Barrel täglich reduziert werden, sagte ein hochrangiger Opec-Vertreter. Am exakten Termin werde noch gearbeitet.

Angesichts des Preisverfalls von 20 Dollar seit den Rekordständen im Sommer haben einige Opec-Länder wie Nigeria und Venezuela ihre Förderung bereits gedrosselt. Doch dies konnte den Abwärtstrend nicht aufhalten. Dieser beruht vor allem auf einer Entspannung der Lage im Nahen Osten, steigenden US-Ölvorräten und einer Abkühlung der US-Wirtschaft. Die USA sind der weltgrößte Öl-Verbraucher.

Vor allem die hohen Ölvorräte bereiteten den Opec-Ländern Sorgen, erklärte der Opec-Vertreter. Allein Saudi-Arabien sei daher zu einer Reduzierung um 300.000 Barrel pro Tag bereit. Dies wäre die erste Kürzung sei April 2004. Die offizielle Förderquote der Opec liegt derzeit bei 28 Mio. Barrel pro Tag.

Für Rohstoff-Analyst Andrew Harrington von der australischen ANZ Bank kam diese Ankündigung nicht überraschend. "Die Opec hat festgestellt, dass die Weltwirtschaft auch bei einem Ölpreis von 65 bis 75 Dollar läuft, daher wollen sie den Preis nicht weiter sinken sehen", betonte er. Einen größeren Kursausschlag erwarte er aber nicht. Die Anleger schätzen die Angebotssituation derzeit als so komfortabel ein, dass sie sich keine allzu großen Sorgen über mögliche Förderkürzungen machten.

Die Ölreserven der USA - des weltweit größten Verbrauchers dieses Rohstoffs - waren in den vergangenen Wochen kontinuierlich gestiegen. Gemeinsam mit den Anzeichen auf eine Abkühlung der weltgrößten Volkswirtschaft war dies ein Hauptgrund für den Preisverfall des Öls in den vergangenen Wochen. n-tv.de

[Jack_Sparrow]

Hallo zusammen,

bin nicht sicher, ob das posten von Nachrichten bzgl des Ölpreises Sinn macht. Bzw. ob wir wirklich noch eine Korrelation zwischen Solarwerten und dem Ölpreis haben. Schaut Euch doch einfach mal die Entwicklung des Ölpreises und die der Solarwerte an. Während vor ein paar Wochen der Ölpreis noch stramm auf die 80 Dollar zusteuerte, war z.B. Solarworld (und nicht nur die) schon geraume Zeit auf dem Weg nach unten. Mit sinkendem Ölpreis hat sich diese Bewegung noch verstärkt. Ob es aber wieder gen Norden geht, wenn Öl wieder steigt (was erst mal abzuwarten ist!) möchte ich (leider) bezweifeln ...

Das wäre zu einfach und hatten wir schon mal. Diese Phantasie ist den Solarwerten - inzwischen - schon drin.

Gruss & Tschüß

[Schellbibbes]

Antwort auf Beitrag Nr.: 24.426.635 von Jack_Sparrow am 05.10.06 19:56:34

Na, Spanky, hier sieht der Chart wohl auch nicht anders aus als bei NWM, wa?

[boulefan]

Da wir hier unter uns sind - habt ihr euch schon mal SES Solar angeschaut?

Thread: Schweizer Solarwert: SES Solar

[Snare]

Antwort auf Beitrag Nr.: 24.547.594 von boulefan am 10.10.06 22:30:41

SES Solar? Mal sehen ...
Gruß, Herr Boulefan!

[Snare]

Antwort auf Beitrag Nr.: 24.563.364 von Snare am 11.10.06 17:40:23

Hat nix mit Solarzu tun - aber guck dir auch mal Neopharm an.
Könnte einen Trade wert sein.

[Snare]

Thursday, October 12, 2006

Suntech Power Holdings Co. (STP) Shares Climb
Shares of solar cell maker Suntech Power Holdings Co. rose Thursday, boosted in part by a bullish report from a Goldman Sachs analyst, while other solar shares made gains sector-wide.
Analyst Cheryl Tang encouraged investors to buy Suntech Power on weakness, as the share price has come down 25 percent from mid-August. Tang attributed the decline to the recent retreat in oil prices and market concerns over cost pressures, particularly the rising cost of silicon wafers.
Silicon is a key raw material used in making solar cells, the cost of which has risen as supplies have tightened due to high demand.
"We believe that strong volume growth should more than offset margin pressure," she wrote in a client note.
Tang rates the stock at a "Buy" with a 12-month target price of $35.
Published By AP

[leonardo47]

Antwort auf Beitrag Nr.: 24.426.635 von Jack_Sparrow am 05.10.06 19:56:34

Schade ist,dass man von Suntech wenig Nachrichten hat.Das beeinflusst den Kurs auch.
Wie sieht es mit Quartalsergebnissen aus ?

[Jack_Sparrow]

Antwort auf Beitrag Nr.: 24.683.223 von leonardo47 am 17.10.06 17:17:26

Hallo zusammen,

kaum gefordert, schon da. Die Nachrichten. Was von der Citibank und zwar ein recht ordentliches Kursziel: 52 Dollar (siehe Link).

http://www.finanznachrichten.de/nachrichten-2006-10/artikel-…

Wär`ja schön. Allerdings kann man bei den statements der Citibank (und ihres Kumpanen, unserer netten Deutschen Bank aus Leidenschaft) durchaus kritisch sein ...

Gruß & Tschüß

++++++++++
Der Verfasser: Dieses Posting kann willkürlich ausgewählte und zusammengestellte Textpassagen aus Veröffentlichungen enthalten. Dieses Posting stellt eine Meinungsäußerung des Verfassers dar und erhebt keinerlei Anspruch auf Richtig- oder Vollständigkeit. Dieses Posting ist keine Kauf- oder Verkaufsempfehlung.

[leonardo47]

Antwort auf Beitrag Nr.: 24.705.162 von Jack_Sparrow am 18.10.06 17:15:32

Na ja von knapp 27 zu 52 ist ja noch ein langer Weg.Was soll denn da im Busch sein das den Kurs derart antreiben wird ?

[Wellness69]

ich kann die bewertung schon nachvollziehen, wenn man bedenkt, zu welchen kosten suntech produzieren kann und wie die sich bis jetzt am markt positioniert haben.

wie schnell natürlich da ziel erreicht wird, kann wohl keiner jetzt sagen.

[CleanEarthForNature]

Antwort auf Beitrag Nr.: 24.717.890 von Wellness69 am 19.10.06 12:00:17

Bin jetzt auch wieder am Start

[yifkowitsch]

Der Kurs zieht seit einigen Tagen langsam an , es geht wohl wieder
aufwärts !

[Wellness69]

Antwort auf Beitrag Nr.: 25.230.526 von yifkowitsch am 08.11.06 22:44:03

immer schön bei bleiben. stopp bei 49-52 us-dollar setzten. zur zeit bei 25,75 us-dollar.

Update Suntech Power Holdings Co. Ltd. (ADRs): Buy

Datum: 18.10.06
Uhrzeit: 16:25

Die Analysten von Citigroup bewerten in ihrer Analyse vom Mittwoch, 18. Oktober 2006 die Aktie von Suntech Power Holdings Co. Ltd. (ADRs) neu mit dem Rating "Buy". Das Kursziel für die Aktie liegt momentan bei 52 $.

Quelle: Finanzen.net / Aktiencheck.de AG

© SmartHouse Media GmbH

[sassan]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Wellness69]

Antwort auf Beitrag Nr.: 25.260.306 von sassan am 10.11.06 15:04:33

wer in solar macht und auch weltweit denk, der kommt an dieser aktie nicht vorbei. durch die kosten werden die preiswerter fertigen können, als andere wettbewerber. auch glaube ich, dass sie es einfacher bei aufträgen in china haben.

www.freizeittechnik.de

[JoergP]

Antwort auf Beitrag Nr.: 25.230.526 von yifkowitsch am 08.11.06 22:44:03

Das mit dem stetigen Anstieg ist jetzt aber Wunschdenken, oder?
Über die letzten 3-5 Monate betrachtet bewegt sich die Aktie bestenfalls seitwärts, wenn nicht sogar leicht abwärts.

Die kurzfristigen Aufwärtsbewegungen zwischendurch brechen doch immer wieder ziemlich schnell ab.

[yifkowitsch]

Antwort auf Beitrag Nr.: 25.267.000 von JoergP am 10.11.06 19:42:22

Für mich sehe ich die Aktie als Langfristanlage .
Sie wird bestimmt ihren Weg machen !
Bleibe jedenfalls weiter investiert .

[MrMoose]

SUNTECH POWER HOLDINGS CO LTD Earnings Conference Call (Q3 2006)
Scheduled to start Mon, Nov 20, 2006, 8:00 am Eastern
Check back at the scheduled start time for
the audio link to appear in this spot.

After the event has finished, the audio will be available
from this page until Wed, Nov 21, 2007

Das wird sicher wieder ein Freudenfest..

[scopus]

Suntech Announces 5-Year Silicon Wafer Purchase Agreement
Wednesday November 15, 8:24 am ET


WUXI, China, Nov. 15 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP - News) one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that it has entered into an agreement with a China-based, US-owned leading manufacturer of silicon wafers to purchase silicon wafers over a 5-year period. The contract provides for increased volumes over the course of the term with an annual price review. Based on existing contract prices, the value of the silicon wafers to be supplied is approximately $475 million to $580 million.
ADVERTISEMENT


''We believe that this agreement will further ensure Suntech's future supply of silicon at prices that are measurably below spot market prices. This will enable us to continue our delivery of solar products at the lowest possible cost per watt to a growing number of international markets,'' said Dr. Zhengrong Shi, Suntech's chairman and CEO.

Dr. Shi added, ''This long-term supply agreement again demonstrates Suntech's ability to procure large quantities of silicon at favorable prices in an environment of limited availability. We believe this will allow Suntech to continue its rapid production growth while smaller players are increasingly being left behind.''

The delivery of wafers under the contract is expected to begin in the first quarter of 2007.

About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of Japan's largest PV manufacturers and one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com .

Safe Harbor Statement

This press release contains forward-looking statements. These statements constitute ''forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as ''will,'' ''expects,'' ''anticipates,'' ''future,'' ''intends,'' ''plans,'' ''believes,'' ''estimates'' and similar statements. Among other things, Suntech's expectations with respect to the silicon supply agreement highlighted above contain forward-looking statements. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech's filings with the U.S. Securities and Exchange Commission, including its annual report on Form 20-F. Suntech does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law.


For more information, please contact:

In China:
Steven Chan
VP of Business Development
Suntech Power Holdings Co., Ltd.
Tel: [phone]
Email: [e-mail]

Rory Macpherson
Senior Associate
Ogilvy Public Relations Worldwide
Tel: [phone]
Email: [e-mail]

In the United States:
Thomas Smith
Senior Vice President
Ogilvy Public Relations Worldwide
Tel: [phone]
Email: [e-mail]




--------------------------------------------------------------------------------
Source: Suntech Power Holdings Co., Ltd.

[yash]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[drallwissend]

Hallo,

weiss jemand ob STP eine Dividende ausschüttet? Wann und wieviel denn?

Netter Gruß,
D.

[Snare]

Antwort auf Beitrag Nr.: 25.456.315 von drallwissend am 16.11.06 12:04:15

Weiss jemand warum Suntech heute so massiv abstürzt?

[Jack_Sparrow]

Antwort auf Beitrag Nr.: 25.464.356 von Snare am 16.11.06 18:22:07

Hallo zusammen,

der Ölpreis ist heute (wieder) stark gefallen, auf unter 57 Dollar (für WTI). Dazu folgender Bericht von heute Abend: "Massiver Preisrutsch beim US-Ölpreis - tiefster Stand seit fast einem Jahr"
http://www.finanznachrichten.de/nachrichten-2006-11/artikel-…

Könnte ein Grund sein. Zieht auch andere (US-)Solarwerte (z.B. Evergreen) runter.

Allerdings befürchte ich, dass ein wieder steigender Ölpreis (was auch erst mal eintreffen muß), unsere Solarwerte nicht mehr wie bisher spürbar hochzieht. Die "Märkte" hören inzwischen scheinbar auf schlechte eher als auf gute Nachrichten ...

Gruß & Tschüß

[Jack_Sparrow]

Die "Märkte" hören inzwischen scheinbar auf schlechte (d.h. sinkender Ölpreis) eher als auf gute (also steigender Ölpreis) Nachrichten ...

... natürlich aus Sicht von Investitionen in der Solarbranche! "Gesamtwirtschaftlich" (was auch ich bezahlen muss) kann man bestimmt anderer Meinung sein ...

[mfierke]

dann wollen wir mal schauen, was der montag gutes bringt

[Snare]

Antwort auf Beitrag Nr.: 25.485.926 von mfierke am 17.11.06 15:25:37

Suntech said to partner with Comtec


Latest news
Nuying Huang, Taipei; Esther Lam, DigiTimes.com [Friday 17 November 2006]

Soon after China-based Suntech Power announced it has entered into a 5-year purchasing agreement with a China-based, US-owned supplier of silicon wafers, industry players in Taiwan indicated the supplier should be Comtec.

According to Suntech, the total value of silicon wafers, which will be supplied under the agreement, is approximately US$475-580 million, and the first batch is slated to be delivered in the first quarter of 2007.

Sources at equipment makers said Suntech needs sufficient silicon wafer supply as it has an aggressive capacity ramp-up schedule for 2007. The solar cell maker is said to reach an annual capacity of 270 peak megawatts (MWp) this year, with an actual output of 180MWp. Next year, the company will perhaps increase the capacity up to a maximum of 660-720MWp, with an actual output of 440-480MWp.

Suntech has already started expanding its plant in Luoyang, China, with 13-15 production lines to be added in 2007 to contribute 390-450MWp to the company's overall capacity, the sources detailed. The aggressive expansion may lead Suntech to become a top-three solar cell maker globally, only behind Sharp and Q-Cells.

Apart from Comtec, Suntech recently inked supply agreements with MEMC Electronic Materials and REC, local players reminded. Based in the US, Comtec has three subsidiaries established in Shanghai. The sources noted that the company will complete construction works at its new Shanghai fab in December.

[2tausend5]

Na, das wird doch !!

Lesen und genießen.

Schöne Grüße,
2tausend5



20.11.2006 13:58
Suntech Power Reports Third Quarter 2006 Financial Results


-- Third quarter total net revenue was up 27.2 % sequentially and 187.8% year-over-year to $163.0 million. Non-GAAP(1) Suntech Group net income grew 11.7% sequentially and 164.5% year-over-year to $32.8 million, or $0.21 per non-GAAP diluted American Depository Share (ADS). -- Excluding newly acquired MSK, Suntech's third quarter total net revenue was up 15.9% sequentially and 162.2% year-over-year to $148.5 million. Non-GAAP net income excluding MSK grew 13.5% sequentially and 168.8% year-over-year to $33.3 million, or $0.22 per non-GAAP diluted ADS. -- Suntech excluding MSK increased annualized PV cell production capacity from 210MW to 270MW. -- Construction commenced at the Company's Phase II facility in Wuxi which is expected to accommodate up to 1,000MW future production capacity. -- Building upon its 180 micron thick wafer production capabilities, Suntech made advances in production technology capable of utilizing 150 micron thick wafers. -- Suntech and the University of New South Wales signed a new $1.2 million collaborative research agreement through 2007 with a $3 million extension through 2010.

Note 1: All non-GAAP measures exclude share-based compensation expenses and the amortization expenses incurred from purchase price allocation related to the acquisition of MSK Corporation as of August 11, 2006. For further details on non-GAAP measures, please refer to the reconciliation table and a detailed discussion of management's use of non-GAAP information below.

WUXI, China, Nov. 20 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced total net revenue for the third quarter 2006 of $163.0 million and net income for the same quarter of $28.7 million, or $0.19 per diluted American Depository Share (ADS). Non-GAAP Group net income for the third quarter 2006 was $32.8 million, or $0.21 per non-GAAP diluted ADS.

"Suntech experienced another quarter of strong growth in our core business within a silicon constrained environment. We continued to outpace our production capacity expectations through increased silicon purchases in the spot market and we achieved broad sales wins and expanded market share in our increasingly diverse PV markets," said Dr. Zhengrong Shi, Suntech's Chairman and CEO.

Dr. Shi added, "The long-term silicon wafer supply agreements we recently entered into are favourably priced relative to spot market prices. In fact, in 2007 a majority of our silicon supply is expected to come from our multiple long-term silicon supply agreements. This will help ensure that Suntech achieves its growth objectives and will enhance Suntech's competitiveness and profit leadership as PV module prices are reduced in the future."

Commenting on MSK Corporation's results, Dr. Shi said, "MSK's results were lower than our expectations as they experienced an unexpected shortfall in PV cell supplies during the quarter and moved to GAAP standard accounting methods. Looking forward, increased integration of Suntech's operations into MSK's production is expected to facilitate significant increases in MSK's profitability as we expand sales of high margin BIPV products in MSK's key geographies, particularly Japan and Europe."

Dr. Shi noted that the Company anticipates achieving key milestones of its 180-day MSK integration plan earlier than scheduled. Synergies are expected to be realized from alignment of sales and marketing initiatives, sales channels and customer bases, as well as cost reduction from consolidation of back- office functions and sharing of best practices in production and R&D. Areas of early progress include refining marketing strategies, joint sales channel initiatives, implementing the Sarbanes-Oxley audit project and the installation of Suntech's ERP system at MSK.

Additional Business Highlights -- The majority of Suntech's silicon supply in 2007 is expected to come from multiple long-term silicon supply agreements with an average wafer cost measurably below 2006 current spot market prices. Suntech has secured multi-year silicon wafer supply agreements set to begin in 2007 with MEMC, REC and several leading China-based silicon suppliers. -- Suntech continued to execute upon its long term strategy of diversifying sales among various geographical regions and distributors. During the third quarter of 2006, sales to Spain grew to 11.6% of total sales for the quarter, compared with 9.6% in the second quarter of 2006. In addition, Suntech continued to build relationships with key distributors in the United States and recently secured a multi-year contract to supply PV modules with an aggregate output of up to 25.5MW. -- Suntech is on track to begin construction in early 2007 on manufacturing and R&D facilities in Shanghai to produce new thin film solar technologies and value-added PV solutions. These facilities are expected to begin ramping up production in 2008 with a capacity of 20MW to 40MW. -- In October 2006, Suntech continued to expand its system integration presence in China with the establishment of Shenzhen Suntech, which has already secured initial commitments for several solar power grid integration projects. -- Suntech's CEO Dr. Shi established the China Solar Photovoltaic Suntech Prize, an annual award to honor engineers, scientists, entrepreneurs and government officials who have made substantial contributions to the development of China's PV industry. -- Suntech's CTO Dr. Stuart Wenham received the 2006 World Technology Award in recognition of innovation for Suntech's special semiconductor finger technology that Dr. Wenham architected. This follows the award granted by the 15th International PV Science and Engineering Conference to Dr. Shi in 2005 for outstanding promotion of international science and engineering. Third Quarter 2006 Group Results Income Statement Summary (In $ millions, except for per ADS data) Suntech Suntech Suntech Non- Group Group Non- GAAP GAAP GAAP Excluding MSK Net revenues 163.0 163.0 148.5 Gross profit 37.2 38.0 38.6 Income from operations 25.3 29.8 31.6 Net income 28.7 32.8 33.3 Net income per diluted ADS $0.19 $0.21 $0.22 Suntech Group Results for the Third Quarter of 2006 Excluding MSK

Suntech Group's net revenues excluding MSK for the third quarter of 2006 were $148.5 million, an increase of 15.9% sequentially and 162.2% year-over- year. Excluding MSK, Suntech recorded a non-GAAP gross profit of $38.6 million, representing an increase of 5.4% over the second quarter of 2006 and 122.9% over the third quarter of 2005. Non-GAAP gross margin excluding MSK, for the third quarter of 2006 was 26.0%, compared with 28.6% in the second quarter of 2006 and 30.6% in the third quarter of 2005. Gross margins excluding MSK in the third quarter 2006 decreased primarily due to the increase in the cost of silicon as Suntech purchased additional silicon from the spot market in order to accelerate production and expand its market share. Excluding MSK, Suntech's non-GAAP income from operations for the third quarter of 2006 was $31.6 million and the operating margin for the quarter was 21.3%, compared with 24.2% in the second quarter of 2006 and 24.8% in the third quarter of 2005. Additional operating expenses were incurred during the quarter to broaden the geographical sales regions and further the MSK integration. Excluding MSK, non-GAAP net income attributable to holders of ordinary shares for the third quarter of 2006 was $33.3 million, or $0.22 per non-GAAP diluted ADS.

Breakdown of Third Quarter 2006 Net Revenues (Excluding MSK) (In $ millions)

Q3 2006 % of Q3 Growth Growth US$ 2006 Net vs. Q3 vs. Q2 (in millions) Revenues 2005 2006 PV Cells 39.9 26.8 185.4 14.7 Standard PV Modules 107.9 72.7 156.0 16.9 PV System Integration, BIPV and Others 0.7 0.5 43 -35.0 Total $148.5 100.0 % +162.2 % +15.9 %

Suntech excluding MSK shipped 40.0MW of PV cells and modules during the quarter; average sales prices for PV cells and PV modules were $3.34 and $3.86 per watt, respectively, compared with $3.22 and $3.78 per watt, respectively, in the second quarter of 2006 and $3.10 and $3.34, respectively, in the third quarter of 2005.

Suntech Group Consolidated Results for the Third Quarter of 2006 Including MSK

Suntech Group's non-GAAP gross profit for the third quarter of 2006 was $38.0 million and the non-GAAP gross margin was 23.3%. Non-GAAP income from operations for the third quarter of 2006 was $29.8 million and the non-GAAP operating margin was 18.3%.

As of September 30, 2006, Suntech had cash and cash equivalents of $314.2 million compared with $312.8 million at the end of the second quarter of 2006. Short-term debt rose to $212.7 million at the end of the third quarter of 2006 from $82.8 million at the end of the second quarter of 2006 primarily as a result of the $100 million bridge loan obtained in connection with the MSK acquisition. The ongoing short-term debt is related to transactions made by the Company to address issues relating to foreign currency controls of the PRC Renminbi. Capital expenditures were $15.7 million in the third quarter of 2006 which were primarily related to production capacity expansion.

New Senior Hires -- Mr. Steven Chan joined Suntech in September 2006 as its Vice President of Business Development. Mr. Chan's responsibilities include heading the investor relations function as well as focusing on key corporate initiatives such as strategic partnerships, investments and mergers and acquisitions. Prior to joining Suntech, Mr. Chan worked at CDC Corp., most recently serving as its Acting CEO and General Counsel. Prior to that, Mr. Chan was a New York-qualified corporate attorney with Morrison&Foerster LLP and Milbank, Tweed, Hadley&McCloy LLP. Mr. Chan graduated from the University of California at Berkeley and also received a JD law degree from the Boston College Law School. -- Ms. Vivian Chan joined Suntech in November 2006 as Financial Controller of MSK. Before joining MSK, Ms. Chan was Financial Controller at Dell Japan. Ms. Chan has more than 15 years experience in areas including Sarbanes Oxley compliance, GAAP, corporate governance, internal audit, business planning and financial reporting. Ms. Chan was also an auditor with Deloitte. Ms. Chan graduated from the Chinese University of Hong Kong and is a fellow member of the ACCA. -- Mr. YK Chang joined Suntech in September 2006 as Director of Operations/Production. Mr. Chang's responsibility is to focus on ensuring that the production teams meet Suntech's capacity growth objectives. He brings with him rich experience in industrial production management including plant layout, production control planning, productivity monitoring, and quality control measures. Prior to joining Suntech, Mr. Chang acted as Operations Director for Pentex- Schweizer Circuits for over 16 years. Mr. Chang received certificates and diplomas in Mechatronics, Industrial Management and Mechanical Engineering. -- Mr. Zhi Hao joined Suntech as Investment Controller in September 2006. Mr. Hao was previously a Senior Manager with PricewaterhouseCoopers Corporate Finance in Singapore, specializing in financial advisory on cross-border M&A and capital market transactions. From 2003 to 2005, Mr. Hao was a Manager with Daiwa Securities SMBC Singapore, and from 2002 to 2003, he served as an Investment Analyst with Kim Eng Securities in Singapore. Mr. Hao received an MBA degree from the National University of Singapore. Annual General Meeting

Suntech will convene its annual general meeting of shareholders on December 22, 2006. Ordinary shareholders of record as of November 10, 2006 will be entitled to attend the meeting.

Outlook for Fourth Quarter 2006

Based on current operating and other conditions, Suntech expects its total net revenue, excluding MSK, in the fourth quarter 2006 to be in the estimated range of $166 million to $170 million, representing year-over-year growth of 87% to 91%.

Suntech expects its total production output, excluding MSK, to be in the estimated range of 45MW to 46MW in the fourth quarter of 2006 and 250MW for the full year 2007.

In the fourth quarter 2006, MSK is expected to contribute $60 to $64 million, or approximately 27% to Suntech's total net revenue, and production output to be in the estimated range of 14MW to 15MW. In 2007, the Company expects the volume of PV modules shipped by MSK to be flat to down as it focuses on growing the sales of MSK's higher value-added BIPV products.

Conference Call Information

Suntech's earnings announcement conference call will take place on November 20, 2006 at 8:00 a.m., Eastern Time, which corresponds to November 20, 2006 at 9:00 p.m., Beijing/Hong Kong time. To access the conference call, please dial [phone] (for U.S. callers) or [phone] (for international callers) and ask to be connected to the Suntech earnings conference call.

A live webcast of the conference call will be available on the investor relations section of Suntech Power's website at http://www.suntech-power.com/ .

A replay of the conference call will be available on the investor relations section of Suntech Power's website or by dialing [phone] (passcode: 10412557).

About Suntech

Suntech Power Holdings Co., Ltd. is a leading global solar energy company as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of Japan's largest PV manufacturers and one of the top-ranked companies in the building- integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com/ .

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Among other things, the business outlook and quotations from management in this announcement, as well as Suntech's strategic and operational plans, contain forward-looking statements. Such statements involve inherent risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech's annual report on Form 20-F filed with the U.S. Securities and Exchange Commission which can be found on Suntech's website at http://www.suntech-power.com/ . Suntech does not undertake any obligation to update any forward-looking statement, except as required under applicable law.

About Non-GAAP Financial Measures

To supplement its consolidated financial results presented in accordance with GAAP, Suntech uses the following non-GAAP measures which are adjusted from the most directly comparable GAAP results to exclude items related to share-based compensation and the purchase price allocation effect related to the MSK Corporation acquisition. Management believes these non-GAAP measures are useful to investors in enabling them to better assess changes in Suntech's core business across different reporting periods on a consistent basis, independently of stock-based compensation expenses and the purchase price allocation effect related to the MSK acquisition. Thus, the non-GAAP financial measures provide investors with another method for assessing Suntech's operating results in a manner that is focused on the performance of its ongoing operations. Management also uses these non-GAAP measures internally to make an apples-to-apples comparison of the business and financial performances of current and historical results, for strategic decision making, forecasting future results and evaluating the Company's current performance. Many analysts covering Suntech use the non-GAAP measures as well. These non-GAAP measures are not in accordance with or an alternative for GAAP financial data, the non-GAAP results should be reviewed together with the GAAP results and are not intended to serve as a substitute for results under GAAP, and may be different from non-GAAP measures used by other companies. For more information on these non-GAAP financial measures, please see the tables captioned "Reconciliations of non-GAAP results of operations measures to the nearest comparable GAAP measures" set forth at the end of this release and which shall be read together with the preceding financial statements prepared under GAAP.

Note: The quarterly consolidated income statements are unaudited. The summary consolidated balance sheet as of September 30, 2006 is derived from Suntech's unaudited consolidated financial statements. The summary consolidated balance sheet data as of December 31, 2005 is derived from Suntech's audited consolidated financial statements. The condensed income statements of reportable segments is also unaudited.

SUNTECH POWER HOLDINGS CO., LTD. CONSOLIDATED BALANCE SHEETS (In $'000) Suntech Group Suntech Group Consolidated Consolidated December 31, September 30, 2005 2006 Unaudited ASSETS Current assets: Cash and cash equivalents 359,324 314,178 Restricted cash 7,997 21,489 Inventories 40,428 134,171 Accounts receivable 1,660 44,781 Other receivables 2,408 3,641 Value-added tax recoverable 339 12,365 Advances to suppliers 24,001 87,471 Deferred tax assets 322 350 Short-term investment -- 2,937 Total current assets 436,479 621,383 Property, plant and equipment, net 39,718 103,312 Intangible assets, net 2,923 80,865 Goodwill 135 22,654 Investments in affiliates 1,059 2,704 Non-current advances to suppliers and other assets -- 16,084 Non-current receivables -- 21,875 Deferred compensation charges to suppliers -- 117,828 Deferred tax assets 1,350 2,668 TOTAL ASSETS 481,664 989,373 LIABILITIES AND SHAREHOLDERS' EQUITY Current liabilities: Short-term borrowings, including current portion of long-term bank borrowings 52,193 215,223 Accounts payable 3,522 17,857 Other payables 4,770 14,962 Payables in respect of purchase of property, plant and equipment 550 4,153 Advances from customers 3,059 4,943 Accrued payroll and welfare 1,408 2,672 Government grants 4,107 4,528 Amounts due to related parties 468 191 Income tax payable 1,899 2,667 Deferred taxes liability -- 70 Total current liabilities 71,976 267,266 Long-term bank borrowings 3,717 38,505 Accrued warranty costs 2,619 6,954 Other liabilities -- 12,472 Deferred tax liability -- 30,948 Total liabilities 78,312 356,145 Minority interest 1,429 22,439 Shareholders' equity: Ordinary share of par value $0.01: authorized 465,332,948 shares; 147,487,707 and 149,529,163 shares issued and outstanding as of December 31, 2005 and as of September 30, 2006, respectively 1,475 1,495 Additional paid-in capital 364,043 483,815 Deferred compensation (12,716) -- Retained earnings 47,603 122,187 Accumulated other comprehensive income 1,518 3,292 Total shareholders' equity 401,923 610,789 TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY 481,664 989,373 SUNTECH POWER HOLDINGS CO., LTD. CONSOLIDATED INCOME STATEMENT (*) (In $'000, except share, per share, and per ADS data) Suntech Group Suntech Group Suntech Group Consolidated Consolidated Consolidated 2005 2006 2006 Q3 Q2 Q3 Unaudited Unaudited Unaudited Net revenues 56,624 128,154 162,969 Total cost of revenues 39,728 92,034 125,742 Gross profit 16,896 36,120 37,227 Operating expenses Selling expenses 1,017 1,547 2,889 General and administrative expenses 4,720 4,751 7,050 Research and development expenses 826 1,632 2,038 Income from operations 10,333 28,190 25,250 Interest expenses (570) (1,177) (1,869) Interest income 25 3,030 4,119 Other income (expense) (161) (1,387) 1,707 Income before income taxes 9,627 28,656 29,207 Tax provision (859) (2,153) (1,617) Net income after taxes before minority interest and equity in earnings of affiliates 8,768 26,503 27,590 Minority interest (5) (30) 301 Equity in (loss) earnings of affiliates (103) 63 838 Net income 8,660 26,536 28,729 Deemed dividend on Series A Redeemable convertible preferred shares (972) -- -- Net income attributable to holders Of ordinary shares 7,688 26,536 28,729 Net income per share and per ADS: - Basic 0.09 0.18 0.19 - Diluted 0.07 0.17 0.19 Shares used in computation: - Basic 90,000,000 148,240,382 148,324,230 - Diluted 128,342,026 156,012,742 154,930,224

(*) Purchase price allocation is preliminary and will be finalised by the end of this year.

SUNTECH POWER HOLDINGS CO., LTD. CONSDENSED INCOME STATEMENT OF REPORTABLE SEGMENTS (In $'000) MSK Corporation Suntech Excluding Effect Group Effect of of Purchase Excluding Purchase Price Suntech MSK Price Allocation Group Corporation Allocation Consolidated 2006 2006 2006 2006 Q3 Q3 Q3 Q3 Unaudited Unaudited Unaudited Unaudited Net revenues 148,482 14,488 -- 162,970 Total cost of revenues 110,194 15,091 458 125,743 Gross profit 38,288 (603) (458) 37,227 Operating expenses Selling expenses 2,509 380 -- 2,889 General and administrative expenses 5,689 807 554 7,050 Research and development expenses 2,004 34 -- 2,038 Income from operations 28,086 (1,824) (1,012) 25,250 Interest expenses (1,330) (508) (31) (1,869) Interest income 4,055 64 -- 4,119 Other income 140 1,494 73 1,707 Income before income taxes 30,951 (774) (970) 29,207 Tax provision (2,029) (13) 425 (1,617) Net income after taxes before minority interest and equity in earnings of affiliates 28,922 (787) (545) 27,590 Minority interest 40 261 -- 301 Equity in earnings Of affiliates 838 -- -- 838 Net income 29,800 (526) (545) 28,729 Reconciliations of non-GAAP results of operations measures to the nearest comparable GAAP measures (*) (in $ millions, except margin data, per share and per ADS data, unaudited) Three months ended September 30, 2005 Suntech Suntech Share- Effect of Group Group based Purchase Non- GAAP Compen Price GAAP Results sation Allocation Results Gross profit 16.9 0.4 -- 17.3 Gross margin 29.8% 30.6% Income from operations 10.4 3.7 -- 14.1 Income from operations margin 18.2% 24.8% Net income attributable to holders of ordinary shares 8.7 3.7 -- 12.4 Net income margin 15.3% 21.9% Net income per share and per ADS -Basic 0.09 0.13 -Diluted 0.07 0.10 Three months ended June 30, 2006 Suntech Suntech Share- Effect of Group Group based Purchase Non- GAAP Compen Price GAAP Results sation Allocation Results Gross profit 36.1 0.5 -- 36.6 Gross margin 28.2% 28.6% Income from operations 28.2 2.8 -- 31.0 Income from operations margin 22.0% 24.2% Net income attributable to holders of ordinary shares 26.5 2.8 -- 29.3 Net income margin 20.4% 22.9% Net income per share and per ADS -Basic 0.18 0.20 -Diluted 0.17 0.19 Three months ended September 30, 2006 Suntech Effect Group Of Suntech Excluding Suntech Share- Purchase Group Group based Price Non- Non- GAAP Compen Alloc GAAP MSK GAAP Results sation ation Results Results Results Gross profit 37.2 0.3 0.5 38.0 0.6 38.6 Gross margin 22.8% 23.3% 26.0% Income from operations 25.3 3.5 1.0 29.8 1.8 31.6 Income from operations margin 15.5% 18.3% 21.3% Net income attributable to Holders of ordinary shares 28.7 3.5 0.6 32.8 0.5 33.3 Net income margin 17.6% 20.1% 22.4% Net income per share and per ADS -Basic 0.19 0.22 0.22 -Diluted 0.19 0.21 0.22 (*) The adjustment is for share-based compensation and amortization expenses incurred from purchase price allocation related to the acquisition of MSK Corporation. For more information, please contact: In China: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] Rory Macpherson Senior Associate Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail] In the United States: Thomas Smith Senior Vice President Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]

[MrMoose]

Das sieht doch auch gut aus...

Suntech Power Holdings Co. Ltd. (STP)
UPGRADES & DOWNGRADES HISTORY
Date Research Firm Action From To
20-Nov-06 Credit Suisse Upgrade: Neutral Outperform
17-Nov-06 Thomas Weisel Upgrade Market Weight Overweight
18-Oct-06 Citigroup Initiated Buy
4-Aug-06 Goldman Sachs Initiated Buy
14-Jul-06 CIBC Wrld Mkts Initiated Sector Outperform
11-Jul-06 Thomas Weisel Initiated Peer Perform
11-Jul-06 HSBC Securities Initiated Overweight

[Wellness69]

China baut größte Solaranlage der Welt Erneuerbare Energien.
In China soll die größte Solaranlage der Welt entstehen. Mit dem Bau will die Volksrepublik dem steigenden Energieverbrauch im Land nachkommen. Das Werk mit einer Leistung von 100 Megawatt solle in den nächsten fünf Jahren in der nordwestlichen Provinz Gansu errichtet werden, berichtet die amtliche Nachrichtenagentur Xinhua. Es würde eine Zwölf-Megawatt-Anlage in Arnstein unweit von Würzburg als weltgrößte Solaranlage ablösen.

Die Kosten für das chinesische Projekt belaufen sich auf schätzungsweise 600 Millionen Euro. Die Anlage werde in Dunhuang gebau, meldete Xinhua. Nicht nur wegen der mehr als 3.500 Sonnenstunden im Jahr biete sich die Stadt an. Auch der Zugang zur Elektrizitäts-Übermittlung und zu Kommunikationsmitteln sei in Dunhuang einfach.

Mit dem Projekt soll die Abhängigkeit von Kohle verringert werden. China hat außerdem mit erheblichen Umweltproblemen zu kämpfen. Die Luftverschmutzung in Peking erreichte am heutigen Dienstag die höchste Gefahrenstufe. Die Regierung hat deshalb ihre Investitionen in neue Energieprojekte verstärkt.
[21.11.2006] wiw/rtr

Aus dem Handelsblatt

da wird suntech top umsätze erziehlen!

[2tausend5]

Good news !!!

Schöne Grüße,
2tausend5

Suntech to Supply Spain's Proposed Solar PV Park
Wuxi, China [RenewableEnergyAccess.com]

Suntech Power Holdings Co., Ltd. will supply solar modules with a total output of 23.2 megawatts (MW) to Atersa for installation in the Photovoltaic Grid Connection Park in the Extremadura region of Spain. It is expected that these solar modules will be supplied within the first half of 2007.

"With Spain's recently enacted feed-in-tariffs and a climate favorable to solar energy production, we expect that Spanish demand for solar products will grow rapidly in coming years."

-- Dr. Zhengrong Shi, Suntech, Chairman and CEO
Atersa, a subsidiary of Elecnor Group, is one of Spain's leading project planning and integrated management and infrastructure development companies.

The Photovoltaic Park will cover an area of 65 hectares and have more than 120,000 solar modules. When completed, it will be the largest such power plant in the world, generating more than three times more energy than the 5 MW solar power station currently claiming "world's largest" in Leipzig, Germany.

"With Spain's recently enacted feed-in-tariffs and a climate favorable to solar energy production," said Dr. Zhengrong Shi, Suntech's Chairman and CEO, "we expect that Spanish demand for solar products will grow rapidly in coming years. Suntech aims to be a long term provider of quality PV products in Spain and this project is a critical part of that effort."

Source:
www.renewableenergyaccess.com/rea/news/story?id=46635&src=rss
http://www.finanznachrichten.de/nachrichten-aktien/suntech-p…

[Wellness69]

Antwort auf Beitrag Nr.: 25.603.827 von 2tausend5 am 22.11.06 20:37:00

respekt.

[boulefan]

Sieht doch gut aus.

Wenn die 25 geknackt werden ist der Himmel ein wenig offener

[drallwissend]

Antwort auf Beitrag Nr.: 25.617.408 von boulefan am 23.11.06 10:51:20

da muss ich dir leider widersprechen, denn der Kurs wird nicht hier in Deutschland und auch nicht in Euro gemacht!

Wen interesierts in new York oder HK, ob die 25 Euro brechen. Der Kurs zieht einfach den Vorgaben und dem Volumen zB in Dollar nach.

Die dortigen Widerstände sind deshalb interessanter!

Gruß.

[Wellness69]

ich hab auch nur die aus den usa. dort werden mehr umsätze als hier gemacht. da kann man schneller handeln.

www.freizeittechnik.de

[Wellness69]

NYSE

[Snare]

Antwort auf Beitrag Nr.: 25.622.044 von Wellness69 am 23.11.06 15:33:34

9 Reasons To Invest In Suntech Power
Posted on Nov 27th, 2006 with stocks: STP


Himanshu Pandya submits: Suntech Power Holdings (NYSE: STP) is seeing a lot of positive news lately. I personally see a lot of positive momentum building in this stock.

Let’s recap some of the latest news:

1. Suntech Announces Contract to Supply World’s Largest Solar Power Plant in Spain.
2. China plans to build the world’s largest Solar power plant. We don’t know if Suntech Power is playing a role in this yet but its a pretty good bet that they will play a role.
3. Recently upgraded to ‘Outperform’ by Credit Suisse.
4. Credit Suisse has a price target of $116.30 per ADR.
5. Recently upgraded to ‘Overweight’ by Thomas Weisel.
6. Suntech already has ‘Buy’ ratings from Citigroup and Goldman Sachs.
7. Citigroup has a price target of $52.
8. Sunny outlook by Motley Fool. It’s also a ‘Motley Fool Rule Breakers’ recommendation.
9. Three recent positive articles on Suntech Power on SeekingAlpha by Average Joe Investor, Will Gabrielski and Daniele Guerini. Asif Suria, also picked Suntech Power in his August issue of SinLetter.

[Snare]

Antwort auf Beitrag Nr.: 25.809.908 von Snare am 29.11.06 22:13:10

WUXI, China and OLNEY, Md., Nov. 30 /Xinhua-PRNewswire/ -- Suntech
Power Holdings Co., Ltd. (NYSE: STP), one of the world's leading
manufacturers of photovoltaic (PV) cells and modules, has announced a
multi-year contract to supply solar modules to a division of Sun Edison,
LLC, North America's largest solar energy service provider.
The total value of the contract ranges from approximately $50 million
to $90 million over the term of the contract. The contract is structured in
a similar manner as Suntech's long-term silicon supply agreement in order
to enhance steady operating results.
The United States has become one of the fastest growing markets for
photovoltaic products due to recent initiatives by a number of states to
promote the use of renewable energy sources. The California Solar
Initiative, which aims to increase the amount of installed solar capacity
on rooftops in the state by 3,000MW by 2017, is one of the most
progressive. It is anticipated that the solar modules shipped under this
contract will be used primarily in the California market.
''We are extremely pleased to partner with SunEdison, the largest solar
energy services provider in North America,'' said Mr. Roger Efird,
President of Suntech America. ''SunEdison has a proven track record as a
major consumer of PV products within the United States and we aim to grow
together.''
''We are committed to being a long term player in the PV market in the
United States and are excited with this new partnership with SunEdison.
This new relationship with SunEdison presents a strong step forward in our
penetration of the rapidly growing U.S. solar market and our ongoing
strategy to diversify our sales geographies,'' said Dr. Zhengrong Shi,
Suntech's Chairman and CEO. ''We are looking forward to working with
SunEdison to help bring clean and increasingly affordable solar energy to a
growing number of American homes and businesses.''
''This multi-year supply contract with us solidifies Suntech America as
a permanent fixture in the United States offering high quality,
UL-certified PV solar products. SunEdison only works with proven vendors
for delivery of our solar power plants in North America. This contract
means that we have the utmost confidence in Suntech product performance and
quality,'' said Mr. Brian Jacolick, vice president of sales of SunEdison.
In August 2006, Suntech established Suntech America, a wholly-owned
subsidiary with the goal of expanding market share in the U.S.
About Suntech and Suntech America
Suntech Power Holdings Co., Ltd. is a leading solar energy company in
the world as measured by both production output and capacity of solar cells
and modules. Suntech provides solar solutions for a green future. Suntech
designs, develops, manufactures, and markets a variety of high quality,
cost effective and environmentally friendly PV cells and modules for
electric power applications in the residential, commercial, industrial, and
public utility sectors. Suntech's majority-owned subsidiary, MSK
Corporation is one of Japan's largest PV manufacturers and one of the
top-ranked companies in the building-integrated photovoltaics (BIPV) space.
Suntech's customers are located in various markets worldwide, including key
markets throughout Europe, Japan, China and the United States. For more
information, please visit http://www.suntech-power.com .

[boulefan]

http://www.nzz.ch/2006/11/30/bm/articleEN04V.html

30. November 2006, Neue Zürcher Zeitung

Energieschub für Solartechnologie-Unternehmen in den USA
Das wachsende Interesse der Wall Street beschert der Branche viel Kapital

Seit einiger Zeit fliesst in den USA viel Geld in den Solartechnologie-Sektor. Die Vertreter von Venture-Capital-Firmen sind dabei vor allem an der Entwicklung neuer Technologien zur Herstellung von Solarzellen interessiert. Für viele der an der Technologie-Börse Nasdaq kotierten Gesellschaften geben sich Analytiker in Kommentaren sehr optimistisch.




dek. New York, 29. November

Das Thema Energie ist seit dem Anstieg der Erdölpreise in den USA ein Dauerbrenner. Ob in der Politik, im sozialen Bereich oder an der Wall Street, die Erdölpreise werden täglich verfolgt und ihre Schwankungen jeweils ausführlich kommentiert. Mit dem Anstieg der Energiepreise hat auch das Interesse an alternativen Energien stark zugenommen. Selbst unter den typischerweise verschwenderischen US-Konsumenten ist der Nutzen von alternativen und effizienteren Energiequellen kein Randthema mehr. Was vereinzelte Politiker während Jahren versucht haben, hat der hohe Erdölpreis innert Kürze geschafft: Die Bevölkerung ist plötzlich sehr sensibel geworden, was den Energieverbrauch betrifft, und Rufe nach alternativen Energiequellen werden immer lauter. Zum einen wollen die Amerikaner endlich weniger abhängig vom Erdöl im Nahen Osten werden, und zum anderen empfinden sie die Emission von CO2 erstmals auf breiter Ebene als problematisch. Als Folge davon hat auch in der Finanzwelt das Interesse an Unternehmen im Solartechnologie-Sektor stark zugenommen.

Kalifornien als Vorreiter
Führend ist dabei die Venture-Capital-Szene im Silicon Valley, wo Investitionen in den Solarbereich stark zugenommen haben. An der jährlichen Branchenkonferenz in San Jose sind über 7000 registrierte Besucher gezählt worden, das sind rund vier Mal mehr als vergangenes Jahr. Das Interesse der Financiers ist verständlich, zumal gerade in Kalifornien unter Gouverneur Arnold Schwarzenegger in Zukunft sehr viel in Solarenergie investiert werden soll. Nebst staatlichen Subventionen und anderen Anreizmechanismen zur Adoption von Solarzellen bei den Verbrauchern will Schwarzenegger jedoch vor allem auch den Aufbau einer Solarindustrie im Silicon Valley fördern. Geld soll dabei in staatlich unterstützte Forschungsprogramme fliessen, und grosse Investmentfonds, wie etwa der Pensionsfonds der öffentlichen Angestellten Kaliforniens, Calpers, sollen noch mehr Geld in alternative Energien investieren.

Aus der Sicht der Analytiker wird das Solarsegment in den kommenden Jahren vorwiegend von drei Faktoren beeinflusst. Erstens spielt die politische Unterstützung in Schlüsselmärkten wie Deutschland, Spanien und zunehmend auch Kalifornien eine grosse Rolle. Da die verfügbaren Solartechnologien nach wie vor nicht billig sind, muss der Staat mit Anreizen nachhelfen, um die Nachfrage anzutreiben. Zweitens sehen die Auguren grosse Fortschritte bei der Technologie, was zu tieferen Kosten führe und dadurch die Akzeptanz von Solartechnologie bei den Verbrauchern fördern werde. Schliesslich spielen drittens auch die Energiepreise eine wichtige Rolle für die Bewertung der Solarunternehmen. Ob fundamental gerechtfertigt oder nicht, die Aktien von solchen Firmen fallen, wenn der Erdölpreis fällt, und steigen, wenn die Rohware teurer wird. Als Aktionär ist man also den Schwankungen des Erdölmarktes ausgesetzt.

Heiss begehrtes Silicon
Im politischen Lager besteht laut Analytikern grosses Potenzial. Schwarzenegger hatte im August eine für die USA recht aggressive Politik zur Entwicklung von alternativen Energiequellen in Kalifornien angekündigt und damit zweifelsohne auch andere Gliedstaaten zum Handeln inspiriert. In den Vereinigten Staaten sind im Jahr 2005 laut Branchenschätzungen gerade einmal 7% der weltweiten Installationen von Solarzellen ausgeführt worden. Im Vergleich dazu habe Deutschland rund 57% der weltweiten Installationen von Solarzellen ausgemacht. Dies ist umso erstaunlicher, als in den USA laut Meteorologen weit mehr Sonneneinstrahlung gemessen wird als in Deutschland. Das Potenzial für eine stärkere Nutzung ist also klar vorhanden - und der politische Wille mittlerweile auch.

Starke Marktpositionen in der Herstellung von Solarzellen haben Sunpower und Suntech. Beide Unternehmen sind an der Nasdaq kotiert. Suntech ist zwar in China domiziliert, doch die Gesellschaft wird von der hiesigen Analytikergemeinde beobachtet, und der Aktienhandel findet vorwiegend in den USA statt. Suntech gilt als Marktführer in der Herstellung von Solarzellen, was unter anderem auf die tiefen Herstellungskosten in China zurückzuführen ist. Problematisch für die Hersteller von Solarzellen ist heuer allerdings die Knappheit von Silicon zur Herstellung von Solarzellen. Das sogenannte Polysilicon, das als Basis zur Produktion der herkömmlichen Zellen dient, ist nämlich nicht so einfach herzustellen und aufgrund der starken Nachfrage mittlerweile sogar knapp geworden.

Suche nach neuen Technologien
Polysilicon wird nicht nur im Solarbereich, sondern auch zur Herstellung von herkömmlichen Halbleitern benutzt, etwa von Konzernen wie Intel oder AMD. Da auch von diesen immer mehr Silicon nachgefragt wird, sind die Bestellbücher der Silicon-Hersteller voll. Das sind zwar gute Nachrichten für Unternehmen wie Hemlock, MEMC, die hierzulande Marktführer in der Herstellung von Silicon sind, doch für die Solarbranche bedeutet das einen Rückschlag in einer noch jungen Phase des Wachstums. Laut Branchenschätzungen wird es ein bis zwei Jahre dauern, bis die Silicon-Hersteller neue Produktionsanlagen aufgebaut haben, so dass man erst ab dem Jahr 2008 eine Verbesserung der Verfügbarkeit von Polysilicon erwartet.

Wie üblich wird in Zeiten der Knappheit intensiver nach Alternativen gesucht. So hat sich jüngst denn auch einiges im Solarbereich getan. Für Energy Conversion Devices (ECD) ist die Knappheit von Polysilicon eine Möglichkeit zu wachsen. Das an der Nasdaq kotierte Unternehmen versucht nämlich, neue Technologien zur Herstellung von Solarzellen zu entwickeln. Die im Jargon als «thin-film» bekannte Anwendung ist zwar noch teuer, doch mit der Knappheit an Polysilicon wächst das Interesse an dieser alternativen Herstellungsform. Nebst der kotierten ECD haben jüngst auch Jungunternehmen wie Miasole, Nanosolar, Heliovolt und Konarka Risikokapital von Venture-Capital-Firmen erhalten, um «thin- film»-Technologien weiterzuentwickeln.

Hohe Korrelation mit dem Erdölpreis
Die Aussichten für Solartechnologie waren wohl noch nie so gut wie zurzeit. Laut Branchenkennern hat das politische Interesse zu mehr Investitionen geführt und so den technischen Fortschritt angekurbelt, was wiederum die Effizienz erhöht hat und den Output von Solarzellen erhöht. Diese Spirale werde sich weiter zugunsten der Anerkennung von Solartechnik drehen. Für die Börsianer heisst das jedoch nicht, dass man blind in die Aktien von Solartechnologie-Unternehmen investieren sollte, denn die Bewertungen können sehr stark schwanken.

[Snare]

Antwort auf Beitrag Nr.: 25.847.056 von boulefan am 01.12.06 09:15:57

Suntech Announces BIPV Supply Contract with Canadian Distributor
Posted on : Wed, 06 Dec 2006 13:12:01 GMT | Author : Suntech Power Holdings Co., Ltd.
News Category : PressRelease


WUXI, China, Dec. 6 /Xinhua-PRNewswire/ -- Suntech Power Holdings , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, has announced that its subsidiary, MSK Corporation, has reached an agreement with ARISE Technologies Corporation (TSX-V: APV), to distribute the MSK Just Roof(TM) system in Canada. Just Roof, one of MSK's several unique Building Integrated Photovoltaic (BIPV) systems, functions as a fully self-contained watertight roof structure, eliminating the need for traditional roofing materials below the panels. The Just Roof product, which can be seamlessly integrated into home design, is ideally suited for new construction projects, but can just as easily be retrofitted to existing roof tops.

''The Just Roof(TM) BIPV system offers individual homeowners a practical means of integrating solar energy generation systems into a building's structure,'' said Dr. Zhengrong Shi, Suntech's chairman and CEO. ''MSK's BIPV systems are already seeing substantial sales penetration in Japan where they are even being offered as a standard feature by some of our home builder customers. We look forward to encouraging the adoption of this exciting solar technology in North America and Europe.''


Consumer demand for solar products in Canada is expected to be driven by recent initiatives promoting the use of renewable energy. Under Ontario's Standard Offer Program, the Ontario government will pay approximately $0.37/kWh for power generated by solar energy over a period of 20 years. To promote this new policy, the Canadian government recently partnered with ARISE and MSK to install North America's first Just Roof(TM) system on a demo home in Waterloo, Ontario.

Since MSK Just Roof(TM) was first introduced, more than 4,000 systems have been installed in Japan. ARISE will begin marketing the MSK Just Roof(TM) system early next year.

[Snare]

Congress Extends Federal Solar Energy Tax Credits Through End of 2008

(WASHINGTON, DC) - In its waning hours, the 109th Congress today passed legislation that would extend the 30% solar energy investment tax credit (ITC) for homeowners and businesses for one additional year, through the end of 2008.

The Solar Energy Industries Association (SEIA) applauded the one-year extension of the solar ITC in H.R. 6111, the "Tax Relief and Health Care Act of 2006." At the same time, the industry cautioned that the lifespan of the credits is too short to encourage significant industry growth and cost reductions.

"While this bill does not constitute a long-term solar growth policy, it does provide some breathing room for solar projects in the 12- to 18-month pipeline," said Rhone Resch, SEIA President. "It ensures that the solar industry will continue to grow at a record rate in 2007. The passage of this bill with an extension of the solar ITC is recognition by Congress that solar is indispensable to our clean energy future."

An eight-year extension of the ITC will remain the solar industry's top legislative priority in 2007. A long-term extension is essential to reducing the cost of solar energy, as it would create market conditions that allow solar companies to make investments and drive down costs through economies of scale. A longer duration will also be needed to help stimulate the development of large-scale concentrating solar power projects.

SEIA's Resch expressed optimism that the 110th Congress would enact an eight-year extension as contained in S. 2677 and H.R. 5206, the "Securing America's Energy Independence Act," a bill which gained a bipartisan group of 80 House and 15 Senate cosponsors this year.

"This bill is a patch, and emphasizes the importance for Congress to enact long-term, comprehensive clean energy legislation when they return in January," said Resch. "We look forward to working with the next Congress, to craft a comprehensive and effective policy blueprint for a self-sustaining clean energy infrastructure in the United States."

[Snare]

Antwort auf Beitrag Nr.: 26.060.418 von Snare am 09.12.06 19:32:39

http://energy.financialnirvana.com/2006/12/06/suntech-power-…

[2tausend5]

Gute Nachricht (2. Anlauf auf 6-Monats-Hoch) !!

Schöne Grüße,
2tausend5

New Coverage on Suntech Power
Thursday December 14, 11:54 am ET
Suntech Power Shares Spark As Jefferies Initiates Coverage With 'Buy' Rating

NEW YORK (AP) -- Shares of Suntech Power Holdings Co. jumped Thursday after Jefferies & Co. initiated coverage on the solar-energy company with a "Buy" rating.

The China-based company's U.S.-listed shares gained $1.28, or 4.3 percent, to $31.28 in midday trading on the New York Stock Exchange. Shares climbed as high as $31.58 earlier in the session

Analyst Jeffrey W. Bencik put a $38 price target on the photovoltaic cell maker's stock in a research report, saying he expects it to benefit from long-term silicon contracts and growth in the overall solar market.

The long-term contracts will help Suntech Power cut its wafer supply expenses by as much as 30 percent from 2006 levels, when it was buying about 75 percent of its silicon wafers on the spot market, he wrote. Suntech Power also has several other opportunities to cut costs, such as tweaking its wafer size, he said.

Bencik praised Suntech Power's recent acquisition of MSK Solar, saying it should help the company penetrate the largest global solar market in Japan.

With expectations of improved margins at MSK Solar, the analyst expects Suntech Power to earn $1.32 per share in 2007. Wall Street on average looks for $1.17, according to an analyst poll by Thomson Financial.

Bencik sees $1.81 per share in 2008 earnings, compared with the Street's view of $1.61.

[boulefan]

Antwort auf Beitrag Nr.: 26.182.757 von 2tausend5 am 14.12.06 18:57:27

Hier nochmal etwas kürzer in deutsch:

Jefferies & Co stuft SUNTECH POWER HLDG auf buy
Leser des Artikels: 23

Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Jefferies & Co stufen die Aktie von Suntech Power (ISIN US86800C1045/ WKN A0HL4L) in ihrer Ersteinschätzung mit dem Rating "buy" ein. Das Kursziel sehe man bei 38 USD.

(14.12.2006/ac/a/u)
Analyse-Datum: 14.12.2006


http://www.wallstreet-online.de/nachrichten/nachricht/198637…

[Lanzalover]

[paulchenP68]

Hallo,
ich habe vor ca. 2 Wochen ein paar Stücke von Suntech Power gekauft (hatte in der Welt am Sonntag darüber gelesen). Der Chart sah gut aus, hatte sich die letzten Tage sogar noch verbessert und die wichtige Widerstandslinie von 32,90 $ durchbrochen - und jetzt das!
Weiß jemand was das los ist. Ich habe keine schlechten Nachrichten gelesen und die Tech-Märkte sind heute doch gar nicht so schlecht.

[Snare]

Antwort auf Beitrag Nr.: 26.680.824 von paulchenP68 am 04.01.07 20:49:38

Ganz ruhig. Furioser Anstieg, dann Konsolidierung in Verbindung
mit Absturz des Ölpreis. Suntech ist nicht der einzige Solarwert der Richtung Keller wandert. Kommt auch wieder raus .....

EPA challenges U.S. companies to double green power purchases

WASHINGTON, DC, US, December 13, 2006 (Refocus Weekly) Large companies in the United States have been asked by government to double their purchase of green power.

The U.S. Environmental Protection Agency wants ‘Fortune 500\' companies to increase their use of electricity from renewable energy facilities using solar, wind, geothermal, biomass, biogas and low-impact hydro. The goal of the challenge is to surpass 5 billion kilowatt hours of green power purchases among participating companies.

That level of green power would meet the needs of 400,000 homes. Green power currently generates 2% of U.S. electricity, and 40 large companies participate in EPA’s ‘Green Power Partnership’ with an aggregate purchase of 2.5 billion kWh a year.

“Purchasing green power is good for the environment, good for the economy and good for our energy independence,” says Bill Wehrum of EPA. “Through the Fortune 500 Green Power Challenge, we are encouraging the largest companies in the country to purchase more green power.”

The 13-month campaign will raise awareness of green power and stimulate development of new green power resources around the U.S. The Green Power Partnership encourages organizations to purchase green power as a way to reduce the environmental impacts associated with conventional electricity generation.

The top non-government partners in the EPA program are Wells Fargo, Whole Foods Markets, Johnson & Johnson, Starbucks and DuPont. Companies that will significantly increase their purchase of green power include Cisco Systems, Hewlett Packard, Staples, Starbucks and Wells Fargo.

The latest list of Green Power Partners shows that the U.S. Air Force is the nation’s top purchaser with 1,043,558,000 kWh (11% of its total demand) from wind, geothermal and biomass sources. Wells Fargo is the top corporate purchaser and second overall, with 550,000,000 kWh (42% of total) from wind turbines. Whole Foods Market (463,128,000 kWh - 100% - wind, solar, geothermal, small hydro, biomass), the U.S. Environmental Protection Agency (329,880,185 kWh - 100% - wind, geothermal, biomass), and Johnson & Johnson (306,418,000 kWh - 30% - wind, solar, biomass, small hydro) make up the rest of the top five.

Starbucks (185,000,000 kWh), DuPont (170,000,000), U.S. Department of Energy (165,063,000), Vail Resorts (152,000,000) and HSBC North America (124,544,000 kWh) complete the top ten purchasers in the EPA program.

[wollfett]

So, bin jetzt bei Suntech Power eingestiegen. Scheint mir langfristig solide zu sein mit tollen Wachstumsaussichten. Man überlege nur das Potential des chinesischen und asiatischen Marktes. Die Produkte sind exzellent. Der Preis pro kW ist das beste was man derzeit bekommen kann. Firma macht tolle Umsätze und Gewinne. Was will man mehr? Mal sehen, wo wir Ende 2007 stehen.

[yifkowitsch]

Antwort auf Beitrag Nr.: 26.879.745 von wollfett am 13.01.07 10:34:01

Sehe ich genauso ! Danke für Deinen Beitrag !

Bin auch seit einiger Zeit investiert und verspreche mir weit
höhere Kurse für die Zukunft bei dem gigantischen Potential !

[wollfett]

War gestern ein starker Auftritt. STP hat auf Höchstkurs geschlossen.
Ganz interessant auch die Perspektive, dass die Chinesen bis zur Olympiade 2008 das Schmuddelimage ablegen wollen und Geld in saubere Industrien pumpen.
Den Vertrag für das Stadion in Peking hat STP ja schon in der Tasche.

[yifkowitsch]

Antwort auf Beitrag Nr.: 26.974.732 von wollfett am 17.01.07 08:22:46

Na, das ist aber mal eine gute Nachricht !

Das erklärt vielleicht die starken Kurssteigerungen der letzten
Tage !

Egal, welche Gründe, bin sowieso Langfristinvestierter !

[yifkowitsch]

Es geht weiter aufwärts mit S U N T E C H P O W E R !!!

Fly Sunny fly up up to the sky ... !!!

[Snare]

Bush said.:

Extending hope and opportunity depends on a stable supply of energy that keeps America's economy running and America's environment clean. For too long our Nation has been dependent on foreign oil. And this dependence leaves us more vulnerable to hostile regimes, and to terrorists - who could cause huge disruptions of oil shipments ... raise the price of oil ... and do great harm to our economy.
It is in our vital interest to diversify America's energy supply - and the way forward is through technology. We must continue changing the way America generates electric power - by even greater use of clean coal technology ... solar and wind energy ... and clean, safe nuclear power. We need to press on with battery research for plug-in and hybrid vehicles, and expand the use of clean diesel vehicles and biodiesel fuel. We must continue investing in new methods of producing ethanol - using everything from wood chips, to grasses, to agricultural wastes.
We have made a lot of progress, thanks to good policies in Washington and the strong response of the market. Now even more dramatic advances are within reach. Tonight, I ask Congress to join me in pursuing a great goal. Let us build on the work we have done and reduce gasoline usage in the United States by 20 percent in the next ten years - thereby cutting our total imports by the equivalent of three-quarters of all the oil we now import from the Middle East.
To reach this goal, we must increase the supply of alternative fuels, by setting a mandatory Fuels Standard to require 35 billion gallons of renewable and alternative fuels in 2017 - this is nearly five times the current target. At the same time, we need to reform and modernize fuel economy standards for cars the way we did for light trucks - and conserve up to eight and a half billion more gallons of gasoline by 2017.
Achieving these ambitious goals will dramatically reduce our dependence on foreign oil, but will not eliminate it. So as we continue to diversify our fuel supply, we must also step up domestic oil production in environmentally sensitive ways. And to further protect America against severe disruptions to our oil supply, I ask Congress to double the current capacity of the Strategic Petroleum Reserve.
America is on the verge of technological breakthroughs that will enable us to live our lives less dependent on oil. These technologies will help us become better stewards of the environment - and they will help us to confront the serious challenge of global climate change.

[2tausend5]

Neues Geschäftsfeld für Suntech:

24.01.2007 14:01
Suntech to Supply 800KW BIPV System to Wuxi Airport in China

WUXI, China, Jan. 24 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that it has entered into an agreement to supply an 800KW Building Integrated Photovoltaic (BIPV) curtain wall to the Wuxi Airport terminal with the first phase scheduled to be completed in late October 2007.

'This project demonstrates the traction that Suntech's China-based systems integration business is achieving by upselling state-of-the-art BIPV solar solutions and helping to promote the use of alternative energy sources in China,' said Dr. Zhengrong Shi, Suntech's Chairman and CEO. 'We look forward to working with the government of Wuxi to build one of China's most environmentally friendly airports.'

These BIPV systems replace traditional building materials with energy generating solar panels. MSK Corporation, Suntech's recently acquired subsidiary has been developing and marketing this technology in Japan and has seen substantial sales penetration there as well as increasing sales traction in key geographies outside of Japan.

'This showcase project also shows that our purchase of MSK Corporation with its leading edge BIPV products is already paying off and we believe that with increased government attention to clean energy sources, the Chinese market for BIPV has fairly significant potential,' continued Dr. Shi. 'With our lowest cost per watt solar solutions and technical expertise, Suntech is ideally positioned to make gains in this market.'


Quelle: PR newswire

[2tausend5]

01.02.2007 12:31
Suntech Power to Offer MSK Building-Integrated Photovoltaics (BIPV) Products in North America, Hires Leonard May to Lead Effort

WUXI, China and OLNEY, Maryland, Feb. 1 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, announced that Suntech America, Inc., its wholly-owned subsidiary, will immediately begin marketing and selling building-integrated photovoltaics (BIPV) solar products produced by its MSK Corporation unit in the North American market.

"Suntech is one of the fastest growing players in the traditional solar PV module market and, with our acquisition of MSK last year, we are now positioned to take a leadership role in the emerging market for BIPV products for which MSK commands a first mover advantage," commented Mr. Zhengrong Shi, Chairman and CEO of Suntech Power. "Through Suntech America, we intend to establish long-term relationships with North American companies that share our vision of developing the BIPV market."

Mr. Leonard May has been named as Vice President of Business Development of Suntech America and will be responsible for the BIPV market in the Americas. With 12 years experience at Solarex which was later acquired by BP Solar, Mr. May has a long track record of sales, distribution, marketing and executive management within the PV solar space. "I look forward to working on pursuing new sales channels and opportunities for the developing BIPV market. I will be actively looking for business partners as we have significant capabilities with the MSK BIPV line for standard residential roof PV, building fa?ades, custom modules, laminates and OEM products," said Mr. May.

Quelle: PR Newswire

[2tausend5]

02.02.2007 13:46
Suntech Announces Update to Fourth Quarter 2006 and 2007 Guidance, Amendment to MSK Acquisition Agreement and an Update to its MSK Integration Plan

WUXI, China, Feb. 2 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, announced today an update to its fourth quarter 2006 and 2007 guidance, an amendment to the original agreement for the acquisition of MSK Corporation, which was entered into in August 2006, setting the final purchase price for the remaining stake in MSK at $53 million, and an update on its integration initiatives for the MSK business.

For the year 2006, it is estimated that Suntech, including contribution from MSK, shipped around 157.5MW to 159MW, an increase from its original guidance of 130MW to 140MW. For the fourth quarter 2006, Suntech now estimates that its total production output, excluding contributions from MSK, will be in the range of 48MW to 49MW, compared to the original projection of 45MW to 46MW, and its total net revenues, excluding contribution from MSK, will be in the range of $188 million to $192 million, compared to the original projection of $166 million to $170 million. For the fourth quarter 2006, MSK's production output is estimated to be in the range of 6.5MW to 7MW, compared to the original projection of 14MW to 15MW. For the fourth quarter 2006, the revenue contribution from MSK is estimated to be between $30 million to $32 million, compared to the original projection of $60 million to $64 million, with a net loss contribution of between $3 million to $4 million after taking into effect the MSK minority interest.

For the first quarter 2007, Suntech currently projects that, including contribution from MSK, its total production output target is in the estimated range of 60MW to 62MW and its total net revenues target is in the estimated range of $220 million to $228 million. Such guidance takes into account the assumption that Suntech's total PV cell production capacity will remain constant at 270MW until the second quarter of 2007 when additional capacity is expected to become operational. In addition, the first quarter 2007 guidance also takes into account the shorter month of February and the Chinese New Year holiday. Suntech has increased its total PV cell production output target in 2007 from 250MW to 280MW. Suntech has also raised its expected 2007 year end PV cell production capacity target from 390MW to 420MW.

'We are very pleased with the results and accomplishments of our core business during 2006 which has increased our projected production output and capacity for 2007,' said Dr. Zhengrong Shi, Suntech's chairman and CEO. 'We are taking proactive, quick and decisive action to reorient MSK's business to focus on its strengths and reduce its cost structure.'

On February 1, 2007, Suntech, MSK and MSK's remaining shareholders entered into an amendment to the original acquisition agreement. This amendment fixed the consideration payable for Suntech's eventual acquisition of the remaining one-third equity interest of MSK at $53 million. The consideration, payable in the form of Suntech shares based on a price of $29.00 per share, is fixed and is no longer tied to the future performance of MSK's business as stipulated in the original acquisition agreement. Subject to mutual agreement, however, the consideration may be payable in cash. The amendment will accelerate the integration of MSK into Suntech's existing operations, which has already commenced, with the acquisition of the remaining one-third interest in MSK expected to be completed in late 2007.

The downward adjustments to MSK's results reflect Suntech's planned rapid integration of MSK's operations and the strict cost-control measures implemented to date. Suntech is in the process of selectively replacing certain high-cost supply arrangements to leverage upon Suntech's superior scale and cost advantages. Starting from February 2007, in order to take advantage of Suntech's low cost manufacturing capabilities and operating experience, MSK has halted production in Japan and will move key production activities to China. These changes have had a net effect of decreases in MSK's actual and expected production output for the fourth quarter of 2006 and in 2007, respectively. Suntech expects MSK's operations will sustain a small net loss in the near term but these changes will result in a more cost effective MSK, which focuses on its core strength, the higher value added BIPV products.

MSK will continue to be preserved as a brand and its customer base will continue to be supported. MSK will focus its resources on its core BIPV strength, on continuing to engage in innovative BIPV product development and on increasing its sales and marketing initiatives with a goal to expanding the market reach of its BIPV products in Japan and beyond to other major international PV markets. Recent senior hires and promotions at Suntech America and Suntech Europe were undertaken in large part to expand the sales and marketing activities of MSK's BIPV products.

Suntech also plans to extract additional synergies from the acquisition of MSK by aligning the two companies' sales and marketing initiatives, establishing joint sales channels and customer bases, promoting best practices in production and research and development activities, as well as consolidating back office functions.

'Our acquisition of MSK helped us both in terms of accelerating our market expansion plans in Europe, particularly through the combination of Suntech's and MSK's sales and marketing channels within Suntech Europe, and also in terms of leveraging MSK's early mover advantage in the BIPV space by increasing BIPV sales in Japan and other major international PV markets. By taking immediate steps to optimize sales and reduce production costs while maintaining high product quality, we expect to accelerate the integration of MSK's customers, business and manufacturing operations into Suntech's highly successful operations. This will accelerate the cost savings and cross-selling synergies that are the objectives of this acquisition," said Dr. Shi.

Suntech will continue to provide MSK fourth quarter 2006 results and related disclosure as part of its 2006 year-end earnings call, but given the accelerated integration between Suntech and MSK's business operations, Suntech will not continue to report separate results or give separate guidance for MSK in the future.

Quelle: PR Newswire

[boulefan]

Der Chart sagt alles

[2tausend5]

Der Ausbau geht voran, er muss finanziert werden, deshalb:

Suntech Announces Proposed Offering
Wuxi, China [RenewableEnergyAccess.com]

Suntech Power Holdings Co., Ltd. intends to offer an aggregate of US$300 million convertible senior notes due 2012, in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended -- subject to market and other conditions.
Suntech currently expects to use the net proceeds from the offering of the notes for the following purposes: approximately US$100 million to expand its manufacturing lines for the production of PV cells and modules and thin film modules and to enhance its research and development efforts; approximately US$50 million to purchase or prepay for raw materials; US$100 million to repay its one year, US$100 million-equivalent bridge loan it obtained in connection with its acquisition of MSK Corporation; and up to US$50 million for other general corporate purposes.

Suntech will use any additional net proceeds received from the initial purchasers' exercise of their option to purchase additional notes for other general corporate purposes.

[Snare]

Antwort auf Beitrag Nr.: 27.499.162 von 2tausend5 am 08.02.07 00:06:24

Chinese Sun Star
John Dobosz, 02.07.07, 1:56 PM ET


Invest in China without ETFs. Click here for stocks to buy that profit from continued growth in China, in Forbes International Investment Report.
Stephen Leeb, president of Leeb Capital and editor of the Complete Investor newsletter, recommends taking advantage of a pullback in shares of Wuxi, China-based Suntech Power Holdings to buy into two investment themes at once: China and green power. That's "power" as in electricity that is also green-riendly.

Suntech (nyse: STP - news - people ) is a producer of photovoltaic cells that integrate directly with building materials, so that customers can generate significant amounts of solar power to produce electricity for homes, businesses and even bigger locations like stadiums.

Suntech is Leeb's latest investment idea to tap into his "Chindia" theme, which seeks superior returns from investing in companies that participate in the modernization and expansion of China and India.


Suntech has a market capitalization of $5.8 billion and trades for just above 30 times expected 2007 earnings. Goldman Sachs (nyse: GS - news - people ) owns a sliver of the company, and the mammoth Fidelity Magellan (FMAGX) fund owns 5% of the outstanding shares, while Fidelity Contrafund (FCNTX) also has a respectable stake.

On Feb. 2, Stephen Leeb and Ari Jahja submitted to us this rationale for their bullishness on Suntech, which they say benefits from the Chinese government's efforts to cut emissions and pollution and its efforts to turn to the sun for direct generation of electricity:

"Between now and 2010, China is estimated to spend at least $243 billion on various environmental-friendly initiatives. With the 2008 Summer Olympics drawing close, the country has been ramping up investments on renewable energy sources such as solar.

"Although the costs of solar energy still exceed the retail price of electricity in most markets, governments in many countries, including China, have provided subsidies to manufacturers and users of photovoltaic (PV) products.

"The major beneficiary of China's need to clean up is Suntech Power, one of the world's leading manufacturers of photovoltaic cells that convert photons from the sun into electricity.


"The company has a commitment to be the 'lowest cost per watt' PV cells in the industry. Suntech will be supplying solar power to Beijing's Bird Nest Stadium for the 2008 Summer Olympics.

"This Jiangsu-based company is also expected to be the biggest winner if the government's plan to build the world's largest solar power station goes through. Another key development for the company is the announcement that production of its latest 18% 'semiconductor finger' technology is proceeding on schedule. These cells will be more efficient than the 14% to 15% industry average.

"Suntech Power's share price was down by almost 3% on Friday, partly because of investors' reaction towards management's guidance that a recently acquired subsidiary, MSK Corp., will sustain a small net loss in the near term. MSK is one of the top-ranked companies in the higher-margined business of BIPV, or building integrated photovoltaics solar technology.

"Overall, we still think that MSK will ultimately accelerate Suntech's expansion plans in Europe and Japan, while increasing cost efficiencies.

"On the other hand, a positive note from the guidance is Suntech's plan to boost its total PV cell production output target in 2007 from 250 megawatts to 280 megawatts, and production capacity target from 390 megawatts to 420 megawatts by year end.

[Snare]

Suntech delivers power-efficient solution
Posted : 09 Feb 2007 Print Version E-mail this to a colleague Send inquiry




Suntech Power Holdings Co. Ltd has introduced a technology that delivers beyond-industry performance of 18 percent 'semiconductor finger' conversion efficiency. The company co-developed and co-owned the technology with the University of New South Wales in Australia.

''We are very pleased with our semiconductor finger technology which has increased the average conversion efficiencies of our 'best' monocrystalline photovoltaic (PV) cells to 18 percent—well above the industry average of 14 percent to 15 percent. At the same time, we have maintained the lowest cost production base relative to our peers,'' said Zhengrong Shi, Suntech's chairman and CEO.

The technology overcomes the major limitation of the traditional screen printing process, which is the industry's standard. Heavily-doped semiconductor strips are built into the PV cell surface which more efficiently collects the generated electrical charge without requiring the surface dead layer found in conventional screen printed cells. The technology is expected to enable the company to reduce the number of traditional lines of metal contact strips on top of the PV cell, thus reducing shading from the sun to enable the PV cell to generate greater watts of electricity.

''Perhaps the most exciting part about this new technology is that it has worked particularly well with the lower-grade and poor quality silicon wafers for which we have seen increases in conversion efficiency of upwards of 17 percent,'' added Shi. The technology will enable Suntech to process lower cost silicon wafers at higher conversion efficiencies than peer companies.

Suntech said that the commercial adoption of the solution is proceeding on schedule.

[lucky]

Antwort auf Beitrag Nr.: 27.538.341 von Snare am 09.02.07 06:46:14

BITTE AN ALLE


Bin neu hier,

kann man diese Aktie noch kaufen, oder ist sie schon zu teuer !!!!


Danke für eure Empfehlung

[Oettes]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[herbrichter]

Ich wäre auch dankbar für ein kurzes Statement zu der Aktie, zum Beispiel wie groß das Wachstum und das KGV sind. Ich glaube, die wurde in ein 3Sat Depot gekauft.

[papayaFinance]

die Kollegen von dem emerging markets trader beobachten diese Aktie
schon etwas länger und haben mit ihren Prognosen bisher für diese
Aktie recht gut gelegen. In Ihrer neuesten Ausgabe geben Sie
ein Kursziel von 100,-US Dollar an.
Die Produktionskapazität vin Suntech Power soll wohl dieses Jahr
auf über 420 MW ausgeweitet werden!

[Snare]

Antwort auf Beitrag Nr.: 27.560.012 von lucky am 09.02.07 22:38:43

Ist schon teuer die Aktie. Allerdings sollte dieser Wert wenn man in Solar investieren will mit ins Depot.

Suntech wird einer der großen Player weltweit werden.
Die Wachstumsperspektiven sind hervorragend.

Jedenfalls nach meinem Informationsstand.

[meineguete]

Antwort auf Beitrag Nr.: 27.654.430 von Snare am 12.02.07 09:50:23

guten morgen,

jetzt bin ich auch dabei. glaube zwar nicht an ein kursziel von 100 dollar, aber 99 würden mich auch schon glücklich machen.

lucky trades!

[meineguete]

Antwort auf Beitrag Nr.: 27.654.430 von Snare am 12.02.07 09:50:23

hallo snare,

gegenüber anderen solaraktien ist suntech doch geradezu preiswert.
mit einem kgv um die 20.

[meineguete]

consors gibt das wachstumspotenzial mit 40% für 2007 an

[AToy]

Hallo,
Suntech Power,zwei Schritte vorwärts einer rückwärts.Wer hier nicht einsteigt den bestraft die Börse.
A-Toy

[nesh]

Mahlzeit!
Hier noch ne Kooperation:
mfg
nesh
as
UA

ADE: euro adhoc: Conergy AG (deutsch)
euro adhoc: Conergy AG / Sonstiges / Conergy und Suntech Power schließen
Solarmodul-Liefervertrag über $270 Millionen für 2007
Menge der abgenommenen Suntech Power-Module damit gegenüber 2006 vervielfacht
--------------------------------------------------------------------------------
Ad hoc-Mitteilung übermittelt durch euro adhoc mit dem Ziel einer
europaweiten Verbreitung. Für den Inhalt ist der Emittent verantwortlich.
--------------------------------------------------------------------------------
12.02.2007
Die Hamburger Conergy AG, Europas umsatzstärkstes Solarunternehmen und weltweit
größter Systemintegrator, hat einen umfassenden Liefervertrag mit Chinas
führendem Modul- und Zell-Hersteller Suntech Power geschlossen: Demnach sollen
in 2007 Solarmodule im Wert von über $270 Millionen an den Vertrieb der Conergy
Gruppe geliefert werden; was einer Vervielfachung gegenüber der in 2006 von
SunTech Power an Conergy gelieferten Menge Solarmodule entspricht. Die
qualitativ hochwertigen, effizienten Suntech Power-Module sollen auf den
weltweiten Baustellen der Conergy Gruppe zum Einsatz kommen. Mit diesem Vertrag
hat Conergy die Menge der Module bereits gesichert, die sie für das geplante
Wachstum ihres weltweiten Solargeschäfts in 2007 angesetzt hat. Des Weiteren
erstreckt sich die Partnerschaft mit Suntech Power auf die gemeinsame
Realisierung bestimmter Produkt-Features, um die Ansprüche der Conergy Kunden
weltweit optimal zu befriedigen.
Über Conergy
Die Conergy AG gilt als das umsatzstärkste Solarunternehmen Europas und zählt
auch in weiteren schnell wachsenden Feldern der Erneuerbaren Energien, wie
beispielsweise der Bioenergie, zu den international führenden Anbietern. Das
Unternehmen verfolgt eine kundenfokussierte globale Wachstumsstrategie, die
darauf abzielt, jedem Energieverbraucher weltweit die am besten geeignete
Technologie in den für erneuerbare Energien attraktiven Märkten anzubieten. In
den Auslandsmärkten ist der Energiebedarf für Strom, Wärme oder Kühlung sehr
unterschiedlich. Dafür bietet Conergy eine breite regenerative Produktpalette
und hat auch ihre Organisation international ausgerichtet. Die Conergy Gruppe
ist inzwischen auf fünf Kontinenten mit eigenen Niederlassungen vertreten.
Rückfragehinweis:
Thorsten Vespermann
Tel.: [phone]
Mobil: [phone]
E-Mail: [e-mail]
Ende der Mitteilung euro adhoc 12.02.2007 11:07:20

[meineguete]

hallo,

kann mir vielleicht jemand erklären, warum der kurs dei dieser news, gen süden läuft?

[AToy]

Antwort auf Beitrag Nr.: 27.664.020 von meineguete am 12.02.07 17:28:26

Hallo,
"sell on good news",eine andere Erklärung sehe ich gerade auch nicht.Fundamental alles in Ordnung,die gute Auftragslage spricht für sich.Sollte der Kursanstieg etwas konsolidieren werde ich weiter dabeibleiben.
AToy

[meineguete]

Antwort auf Beitrag Nr.: 27.675.521 von AToy am 13.02.07 10:48:43

hallo atoy,

sicher. ich habe aber grundsätzlich das glück, sobald ich eine aktie gekauft habe, fällt der kurs.

werde demnächst, wenn ich kaufe, vorher warnen.

[meineguete]

Suntech to Announce Fourth Quarter and Full Year 2006 Financial Results on March 12, 2006
WUXI, China, Feb. 13 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells, announced today that it will release its financial results for the fourth quarter and fiscal year ended December 31, 2006, before the U.S. market opens on Monday, March 12, 2007. Suntech management will host a conference call that day at 8:00a.m., Eastern Time (which corresponds to March 12, 2007 at 8:00p.m., Beijing/Hong Kong time) to discuss the company's results.

To access the conference call, please dial [phone] (for U.S. callers) or [phone] (for international callers) and ask to be connected to the Suntech earnings conference call. A live and archived webcast of the conference call will be available on the Investors section of Suntech's website at http://www.suntech-power.com/ .

A replay of the conference call will be available until March 26, 2007 by dialing [phone] (passcode: 99523904).

[volkerg]

Antwort auf Beitrag Nr.: 27.588.078 von herbrichter am 10.02.07 19:06:36

Hier mal ein Auszug aus der 3Sat-Börse vom letzten Freitag:

Solar für China

Für Volkmar Michler vom Börsenbrief Taipan der kommende Mega-Star für Solar. Der chinesische Solar-Markt stehe erst ganz am Anfang, denn 80% der Umsätze werden im Ausland erzielt.

In China gibt es bereits ein Gesetz zur Förderung erneuerbarer Energien und finanzielle Vergünstigungen für die Installation von Solarstrom.

Die Module können direkt in Gebäude, aber auch in Bushaltestellen etc. integriert werden.

In Europa und auch in Deutschland werden chinesische Solarzellen nach dem Tüv- und ISO-Standard vertrieben.

Im letzten Jahr wurde der größte japanische Solarkonzern übernommen.

Suntech Power gehört bereits jetzt den 10 größten Solarproduzenten weltweit.

China wird ebenso wie die USA gezwungen sein, in den nächsten Jahren massiv in erneuerbare Energie zu investieren. Kurzfristig werden die Olympischen Spiele einen Investitionsboom auslösen. Bis 2010 sollen schätzungsweise 240 Mrd. USD in umweltfreundliche Technologien investiert werden.

Bisher hat die Regierung dem Wirtschaftswachstum alles untergeordnet. Mit katastrophalen Folgen für die Umwelt.

Das Unternehmen kombiniert westliches Know-how mit chinesischen Billiglöhnen. Silizium-Versorgung über Jahre durch langfristige Verträge gesichert.

Große US-Investment- und Fondsgesellschaften wie Goldman Sachs und Fidelity halten bereits Anteile: Der Fidelity Magellan Fund hält zum Beispiel 5% der ausstehenden Aktien.



Risiken

Der chinesische Markt ist so stark gelaufen, dass er anfällig wird für eine Korrektur. Eine (absolut gesunde) Korrektur am Aktienmarkt ändert nichts an den weiter zweistelligen Zuwachsraten in China. Jede Korrektur bietet für Michler deshalb hervorragende Einstiegschancen.

Weitere chinesische Solar-Anbieter kommen auf den Markt, allerdings sei der Markt groß genug, um mehrere Konkurrenten zu vertragen.

Suntech Power ist mit einem KGV von 30 auf Basis der Gewinnschätzungen für 2007 kein Schnäppchen mehr, allerdings rechtfertigt das hohe Gewinnwachstum eine höhere Bewertung.

Bin drin seit heute!

[volkerg]

... deren Kauflimit von 36,70 $ wurde allerdings noch nicht erreicht... und wird es vielleicht auch gar nicht...

Kursziel auf ein Jahr: 50 $

[AToy]

Antwort auf Beitrag Nr.: 27.682.232 von meineguete am 13.02.07 15:41:17

Hallo,
das der Kurs nach deinem Kauf erstmal fällt ist nicht weiter schlimm.Passiert mir auch öffters.Meistens geht es danach aber wieder stark aufwärts.Bei Suntech müsste schon etwas sehr ungewöhnich negatives passieren,wonach es aber nicht aussieht.
Um mich etwas abzusichern,habe ich einen Stopp-loss.
Möchte ich 10000 Euro investieren,kaufe ich zuerst für 2500 Euro,
warte dann bis die Aktie 15% gestiegen ist,kaufe dann wieder für 2500 Euro usw.Für den Fall das die Aktie fällt habe ich einen Stopp-loss den ich dann ständig nachziehe.So kann ich relativ ruhig schlafen und muss den Kurs nicht ständig beobachten.
Ansonsten hilft nur noch beten.
Viel Glück an alle Suntechs
AToy

[Netzero]

Was ist eure Meinung zum Optionsschein DB295T, wäre um jede Antwort dankbar. Soll man noch warten, bis der Kurs zurück kommt, oder soll man kurzfristig einsteigen?

[volkerg]

Antwort auf Beitrag Nr.: 27.698.419 von Netzero am 14.02.07 11:00:05

Wenn ich mir das Chartbild so ansehe, haben wir m.E. einen perfekten Aufwärtstrend in einem Trendkanal von +- 2 € - von daher würde ich jetzt (und hab ich gestern ja auch...) in den OS oder die Aktie investieren.

Wobei mir die Aktie lieber ist! Kein Zeitwert, keine Linkerei der der Emittenden...

[Tronje43]

Guten Tag @all,
ich bin neben suntech auch in solar enertech investiert, mich würde interessieren ob der Ein - oder Andere hier dort auch angagiert ist und wie ihr die Möglichkeiten dieses relativ neuen Wertes seht?
Gruß
Tronje

[volkerg]

Antwort auf Beitrag Nr.: 27.700.609 von Tronje43 am 14.02.07 12:36:36

hab ich mir bislang nicht angesehen, werde ich die Tage mal machen...

scheint mir aber nicht mit zu den 10 größten Playern im Solargeschäft zu gehören - wie Suntech

[Tronje43]

Antwort auf Beitrag Nr.: 27.703.214 von volkerg am 14.02.07 14:46:17

das stimmt, vergleichen kann man das Unternehmen am ehesten mit sunways. Interessant finde ich den zur Zeit günstigen Einstiegskurs im Bezug auf die Fiktion des sich weiterhin positiv entwickelndem Marktes, gerade im asiatischen Raum. Vorsichtig geschätzt, abhängig von einer baldigen positiven Nachricht, halte ich 30 bis 40% für realistisch. Der Wert ist im Moment sicher noch hochspekulativ.

[volkerg]

Antwort auf Beitrag Nr.: 27.704.134 von Tronje43 am 14.02.07 15:27:58

wie gesagt, werde mal recherchieren, als Beimischung - why not!

Suntech geht übrigens wieder ganz gut heute, schon aufgefallen?

[volkerg]

Antwort auf Beitrag Nr.: 27.707.413 von volkerg am 14.02.07 17:19:03

... scheint tatsächlich keinem aufzufallen ...

In den USA jetzt schon > 4 % unter hohem Volumen (fast 2 Mio Stk.)

[scherge007]

http://www.sec.gov/Archives/edgar/data/812295/00008122950700…

schön

[volkerg]

Antwort auf Beitrag Nr.: 27.711.751 von scherge007 am 14.02.07 20:44:03

Allerdings!

Janus ist fett drin...

[meineguete]

Suntech Closes Offering of US$500 Million Convertible Senior Notes
15 Feb 07 08:00

WUXI, China, Feb. 15 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. ( NYSE: STP) today announced the recent closing of the offering of US$500 million of 0.25% Convertible Senior Notes due 2012 to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the " Securities Act"). The offering closed on February 12, 2007. The aggregate principal amount of notes sold reflects the exercise in full by the initial purchasers of their option to purchase up to an additional US$75 million of the notes to cover over-allotments.


The convertible senior notes and Suntech's ordinary shares represented by the ADSs, if any, issuable upon conversion of the notes have not been registered under the Securities Act or the securities laws of any other jurisdiction. Suntech will file a shelf registration statement for resale of the notes and Suntech's ordinary shares represented by the ADSs, if any, issuable upon conversion of the notes and use its reasonable best efforts to cause such registration statement to become effective under the Securities Act by the 240th day after the notes are issued. Unless they are registered, these notes may be offered or sold only in transactions that are exempt from registration under the Securities Act and the securities laws of any other jurisdiction.


This press release does not constitute an offer to sell or the solicitation of an offer to buy any security and shall not constitute an offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale would be unlawful. Any offers of the notes will be made only by means of a private offering memorandum.


For more information, please contact:

Steven Chan
VP of Business Development
Suntech Power Holdings Co., Ltd.
Tel: [phone]
Email: [e-mail]

In the United States:
Brandi Piacente
President
The Piacente Group, Inc.
Tel: [phone]
Email: [e-mail]

In China:
Rory Macpherson
Consultant
Ogilvy Public Relations Worldwide
Tel: [phone]
Email: [e-mail]


SOURCE Suntech Power Holdings Co., Ltd.


/CONTACT: Steven Chan, VP of Business Development of Suntech Power Holdings Co., Ltd., [phone], or [e-mail]; or in the US, Brandi Piacente, President of The Piacente Group, [phone], or brandi@tpg- ir.com, or in China, Rory Macpherson, Consultant of Ogilvy Public Relations, + 86-10-8520-6553, or [e-mail]

/Web site: http://www.suntech-power.com

[MatzeW]

Hi Leute bin relativ neu und vor fast einem Jahr bei 28.80 als meine erste Aktie eingestiegen. Hab damit ganz schön was mitgemacht. Denke eigentlich da müsste noch einiges kommen.( Semiconductor Finger Technologie) Was sagt ihr dazu? Den starken Anstieg vieler Soloarwerte in den letzten Wochen hat Suntech ja nicht mitgemacht. Na ja konnte dafür mit S.A.G. schöne Gewinne machen.
Matze

[Netzero]

Suntech
Habe mir heute einen Optionsschein auf Suntech gekauft DB295T,
was sagt ihr zu den Schein, läuft bis Juni2007 Basis 40 Dollar
Mal sehen wie es weiter geht. Stopp bei 0,25 gesetzt Aktuell 0,32
Danke für jede Meinung.

[Oettes]

Hallo an alle,
ich überlege, in diese Aktie zu investieren. Da ich der englischen Sprache nicht sehr mächtig bin, wäre ich für ein paar objektive Infos (z. B. 1. KGV, 2. welche Stufen der Wertschöpfungskette in der Fertigung von Solarmodulen deckt die Gesellschaft ab, 3. wie sind die Zukunftsaussichten, 4. wie ist die Versorgung mit Silizium, 5. wie siehts mit Geldmitteln aus...) auf der einen Seite und für ein paar möglichst neutrale Meinungen auf der anderen Seite sehr dankbar.
Der Kurs ist schließlich in kurzer Zeit schon stark angezogen. Ist er vielleicht schon heißgelaufen?
Wie schon gesagt, danke für eure statements, ich hoffe, ich verlange nicht zu viel auf einmal!

Oettes

[meineguete]

Antwort auf Beitrag Nr.: 27.794.842 von Oettes am 18.02.07 14:08:56

kölle alaaf

hier ein kleiner überblick!

Mkt. Kap.
in Mrd. $ 5,78 Grosser Marktwert Mit einer Marktkapitalisierung von >$5 Mrd., ist SUNTECH POWER HOLDINGS CO. LTD. ein hoch kapitalisierter Titel.
revid. Gew.
Prognose Positive Analystenhaltung seit 29. Dezember 2006 Die Gewinnprognosen pro Aktie sind heute höher als vor sieben Wochen. Dieser positive Trend hat am 29. Dezember 2006 bei einem Kurs von USD 34,01 eingesetzt.
Bewert. Leicht unterbewertet Auf Basis des Wachstumspotentials und anderer Messwerte erscheint die Aktie leicht unterbewertet.
Wachstum
/ KGV 1,94 Hoher Abschlag zur Wachstumserwartung basiert auf einer Ausnahmesituation Liegt das "Verhältnis zwischen Wachstum plus geschätzte Dividende und Kurs-Gewinn Zahl" über 1.6, so befindet sich das Unternehmen in der Regel in einer Ausnahmesituation. In diesem Fall ist das erwartete PE (Kurs-Gewinn-Verhältnis) ein besserer Indikator für das nachhaltige Wachstum, als der prozentuale Wachstumswert (LT Growth).
KGV 21,39 Erwartetes PE für 2008 Der erwartete PE-Wert (Kurs-Gewinn-Verhältnis) gilt für das Jahr 2008.
langfrist.
Wachstum 41,5% Wachstum heute bis 2008 p.a. Die durchschnittlichen jährlichen Wachstumsraten gelten für die Gewinne von heute bis 2008
Anzahl der
Analysten 7 Bei den Analysten von mittlerem Interesse In den zurückliegenden sieben Wochen haben durchschnittlich 7 Analysten eine Schätzung des Gewinns pro Aktie für diesen Titel abgegeben.
mittelfrist.
Mkt. Trend Positiver Markttrend seit dem 15. November 2006 Der mittelfristige technische 40-Tage Trend ist seit dem 15. November 2006 positiv. Der bestätigte technische Trendwendepunkt (Tech Reverse + 1.75%) ist USD 34,83.
rel. 4 Wo.
Perform. 2,5% vs. SP500 Die relative "Outperformance" der letzten vier Wochen im Vergleich zum SP500 beträgt 2,5%.
Dividenden
Rendite 0% Keine Dividende Die Gesellschaft bezahlt keine Dividende.
Risikoanalyse (16. Februar 2007)

[AToy]

Antwort auf Beitrag Nr.: 27.794.842 von Oettes am 18.02.07 14:08:56

Hallo,
der Solarmarkt in Asien ist noch nicht einmal ansatzweise erschlossen. Suntech Power produziert billig bei guter Qualität,verkauft bereits erfolgreich in Europa,ist Marktführer in Asien,Solarstrom wird mehr und mehr von Regierungen gefördert,das Potenzial ist gewaltig.Wer also soll dieses Unternehmen noch stoppen.Seit November 2006 geht die Aktie in moderaten Schritten nach oben.Das ist bereits ein Hinweis darauf das hier Fonds zukaufen.Die einzige Gefahr sehe ich zur Zeit nur in einem korregierenden Gesamtmarkt.
AToy

[Oettes]

Antwort auf Beitrag Nr.: 27.821.877 von AToy am 19.02.07 11:44:05

Danke an meineguete und an A Toy!

[meineguete]

Antwort auf Beitrag Nr.: 27.821.877 von AToy am 19.02.07 11:44:05

hallo atoy,

selbst wenn der gesamtmarkt in china korrigieren sollte, sehen wir mal aüsserst negativ, um 20%, wäre es immer noch kein problem. solange das bip bei ca. 10% inden nächsten 2-3 jahren stabil bleibt.

der juan hat an stärke gewonnen, solar wächst und wächst, silizium ist gesichert.

was soll passieren?

[meineguete]

wir sehen das kursziel für 2007 bei 50 oironen.

[meineguete]

Suntech to Present at the Piper Jaffray Second Annual Solar & CleanTech Symposium in New York on February 21, 2007

WUXI, China, Feb. 16 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that senior management will present at the Piper Jaffray (Nachrichten) Second Annual Solar&CleanTech Symposium to be held at The St. Regis Hotel in New York City on Wednesday, February 21, 2007. Suntech management will present on February 21 at 4:00 p.m. EST and will participate in one-on-one meetings with investors and analysts.

During the presentation, Suntech management will provide an overview of the impressive accomplishments of Suntech's core business in 2006 and the Company's 2007 operating plan.

A live webcast of Suntech's presentation along with accompanying presentation slides will be available on the 'Investors' section of the Suntech website: http://www.suntech-power.com/ under "Upcoming Events."

[AToy]

Antwort auf Beitrag Nr.: 27.826.547 von meineguete am 19.02.07 16:14:36

Hallo,
danke für die vielen nützlichen Ankündigungen und Berichte.Habe leider nicht immer die Zeit um aktuelle Ereignisse zu suchen.Die angekündigte Konferenz werde ich sicherlich beobachten.Könnte wieder einen kleinen Schub nach oben bringen.
AToy

[AToy]

Endorses Climate Sustainability Statement

WUXI, China, Feb. 21 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that it has joined the Global Roundtable on Climate Change and has endorsed its joint statement "The Path to Climate Sustainability."

"Climate change is a very real danger facing the world today," said Dr. Zhengrong Shi, Suntech's chairman and CEO. "We hope this statement will help people to recognize the dangers inherent in climate change and encourage governments worldwide to develop effective policies to address it."

Dr. Shi continued, "We are greatly concerned by the trend towards global warming and we will continue to engage with both private and public institutions to raise awareness of this risk. We are already quite active with governments and universities within China with this endeavor."

The statement calls on governments to set scientifically informed targets for greenhouse gases and carbon dioxide (CO2) emissions and develop policies aimed at addressing energy efficiency and de-carbonization in all sectors. It also outlines cost-effective technologies that exist today and others that could be developed and deployed to improve energy efficiency and help reduce CO2 emissions and other greenhouse gases in major sectors of the global economy.

David Leonard Downie, Director of the Global Roundtable on Climate Change, said, "We are very pleased that Suntech has joined this initiative to combat climate change. As one of the top manufacturers of solar energy equipment, Suntech brings a very important perspective to the discussions of de-carbonizing energy systems, a critical component of any strategy to address climate change."

Dr. Shi noted that alternative energy sources including solar power can help to alleviate the dependence on fossil fuels and reduce emissions of carbon dioxide and other greenhouse gases. "Solar power is a zero emission energy source and a truly sustainable alternative to traditional fossil fuels," added Dr. Shi. "As a leader in the photovoltaic industry, Suntech is dedicated to driving technological advances in large part to rapidly increase the affordability of solar energy for people and nations worldwide."

The Global Roundtable on Climate Change which is part of the Earth Institute of Columbia University in the City of New York brings together more than 100 high-level, critical stakeholders from all regions of the world-including senior executives from the private sector and leaders of international governmental and non-governmental organizations-to discuss and explore areas of potential consensus regarding core scientific, technological, and economic issues critical to shaping sound public policies on climate change. The joint statement is an outcome of roundtable dialogues over the past three years. For more information about the Global Roundtable on Climate Change, please visit http://www.earthinstitute.columbia.edu/grocc/

About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com/

Safe Harbor Statement

This press release contains forward-looking statements. These statements constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will, " "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Among other things, Suntech's statements with regard to the affordability of solar power contain forward-looking statements. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech's filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 20-F. Suntech does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law.

For more information, please contact: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] In the United States: Brandi Piacente President The Piacente Group, Inc. Tel: [phone] Email: [e-mail] In China: Rory Macpherson Consultant Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]

[meineguete]

hi,

hat jemand mitbekommen, was dr. chi gestern in den usa geschildert hat. kann den stream nicht laden. irgendwas an meinem rechner ist wieder im ar...

in usa wieder starke nachfrage. kann also nichts schlechtes gewesen sein was mr. chi von sich gab.

[Netzero]

Hallo
Wo bekomme ich Informationen über Suntec?
(Firma, Mitarbeiter usw.
Danke.

[stiskampalci]

Antwort auf Beitrag Nr.: 27.979.313 von Netzero am 26.02.07 13:54:46

Hallo,
schau mal bei www.suntech-power.com rein

[Netzero]

Danke!

[Netzero]

Hallo
welche der beiden Aktien ist euer Favorit?
Trina Solar oder Suntech.

[Netzero]

Ich glaube man kann längerfristig, bei keiner der beiden Aktien was falsch machen.

[AToy]

Antwort auf Beitrag Nr.: 28.042.243 von Netzero am 01.03.07 10:43:05

Hallo,
ich für meinen Teil setze weiterhin auf die Marktführer einer jeweiligen Branche,bin damit immer gut gefahren.Als Marktführer hier sehe ich Aktien wie Solarworld oder auch die Suntech.Bei Solarworld ist allerdings der grosse Ran bereits gelaufen.Nicht so bei der Suntech,hier kann man noch mit einigem rechnen.Trina ist auch ein sehr interessanter Wert,halte mich hier aber doch etwas zurück.
AToy

[meineguete]

01.03.2007 14:10
Suntech to Present at Key Investor Events in March

WUXI, China, March 1 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that management will present and meet with analysts and investors at four investor events in March.

On Thursday, March 8, 2007, at 1:30 p.m. PST, Dr. Zhengrong Shi, Suntech's chairman and CEO, will present at the Morgan Stanley Technology Conference to be held at the Palace Hotel in San Francisco, California.

In addition, Company management will present at the following investor events:

On Monday, March 5, 2007, at 10:15 a.m. China time, at the Brean Murray, Carret&Co. Mainland China Investor Tour to be held at The China World Hotel in Beijing; On Thursday, March 8, 2007, at 9:45 a.m. China time, at the Piper Jaffray China Growth Conference to be held at the Ritz-Carlton Hotel in Beijing; and On Tuesday, March 20, 2007, at 10:30 a.m. Taiwan time, at the Merrill Lynch Taiwan, Technology&Beyond Conference being held at the Far Eastern Plaza Hotel in Taipei.

During the presentations, Suntech management will provide an overview of the impressive accomplishments of Suntech's core business in 2006 and the Company's 2007 operating plan.

Also in March, Suntech will host an Analyst and Investor Day in Hong Kong on Monday, March 26. For more information, please contact The Piacente Group at [e-mail].

About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com/ .

Safe Harbor Statement

This press release contains forward-looking statements. These statements constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar statements. Among other things, Suntech's expectations with respect to the Company's 2007 plans highlighted above contain forward-looking statements. Such statements involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech's filings with the U.S. Securities and Exchange Commission, including its annual report on Form 20-F. Suntech does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law.


For more information, please contact: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] In the United States: E.E. Wang The Piacente Group, Inc. Tel: [phone] Email: [e-mail] In China: Rory Macpherson Consultant Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]

[Netzero]

Hallo
danke für die Antwort, heute geht es bei allen Solarwerten bergab
ich glaube wir sehen bald gute Einstiegskurse.
Was meint ihr?

[AToy]

Antwort auf Beitrag Nr.: 28.049.883 von Netzero am 01.03.07 16:18:44

Hallo,
bei 23 ist bei mir Schichtende,hoffe es geht nicht soweit runter.
AToy

[Snare]

Antwort auf Beitrag Nr.: 28.050.593 von AToy am 01.03.07 16:45:02

Murray initiates Buy. Target $55.

Brean Murray initiates Suntech Power with a Buy and $55 target. Overcoming MSK integration challenges is key. With improved integration of MSK, the high-caliber Japanese photovoltaic company purchased in 2006, MSK could provide upside of $0.15 to 2007 EPS. Firm says STP is the most efficient solar energy manufacturing company. Based on 2007E P/E valuation, STP is trading at a multiple of 30.2x, a substantial discount to its peers' 123.8x.


Briefing.com is the leading Internet provider of live market analysis for U.S. Stock, U.S. Bond, and world FX market participants.

[meineguete]

Antwort auf Beitrag Nr.: 28.049.883 von Netzero am 01.03.07 16:18:44

hallo,

wer jetzt nicht einsteigt oder zukauft ist selber schuld. die wenigen % minus holt suntech in ein, zwei wochen wieder rein!

die aufträge sind unter dach und fach. die produkte stimmen, die liquidität auch. der markt sowieso!

nice evening

[Berni12]

Hallo,
bin neu hier.
Ich habe mir vor einer Woche einige Aktien zugelegt.
Der Mensch von der 3SatBörse hat suntech mittlerweile aus seinem Depot geschmissen. Was meint ihr, wie wird es mit dem Wert weitergehen?

[volkerg]

Suntech wird von der allgemeinen Stimmung natürlich nicht verschont - grad mal wieder 7% runter. Aber ich halte Suntech als Langfrist-Investment und kauf heut noch mal nach...

[2tausend5]

Da tut sich was:
Deutsche Bank fordert Enteignung der Stromkonzerne

Mehr unter:
http://www.spiegel.de/wirtschaft/0,1518,druck-469982,00.html

Ob chinesische Regierung oder Deutsche Bank: Einige Gewißheiten geraten ins Wanken - ziemlich energi(e)sch.

Das aktuelle Gewitter an den Börsen wird sich verziehn, dann strahlt wieder die Sonne - zumindest für viele renewable energy-Aktien.

Ob die Ursachen dieser m.E. zu erwartenden Kurssteigerungen uns im Alltagsleben Freude machen, sei mal dahingestellt.

Der nächste August kommt bestimmt ...

Dann kann man sich von den Gewinnen leichter ein paar "Kühlmaschinen" kaufen.

Ich grüße.
2tausend5

[Snare]

Chinesen setzen auf Öko

Von Andreas Lorenz , Peking
Jetzt haben auch die Chinesen den Klimaschutz entdeckt: Vor dem Nationalen Volkskongress in Peking sagte Regierungschef Wen Jiabao, China solle nicht nur danach streben, dass die Wirtschaft schneller wachse. Der Ausstoß von Schadstoffen müsse verringert werden.


Peking - Chinas Wirtschaftsboom kostet einen hohen Preis. Das hat Regierungschef Wen Jiabao heute Morgen in seinem alljährlichen Rechenschaftsbericht eingeräumt. Das Wachstum, so erklärte er vor knapp 3000 Delegierten des Nationalen Volkskongresses (NVK), gehe mit unverhältnismäßig "hohem Energieverbrauch" und "schwerer Umweltverschmutzung" einher. Ursache sei unter anderem, dass "einige Gebiete und Unternehmen" sich nicht an Gesetze und Normen hielten.



China werde 2007 mehr tun, um Energie zu sparen und den Ausstoß von Schadstoffen zu begrenzen. Während der Konjunkturmotor nach Jahren des kräftigen Wachstums weiter am Laufen gehalten werden solle, müsse das Energiesparen und eine geringere Umweltverschmutzung stärker in den Vordergrund rücken.

[meisterroerich]

Konsolidierung gelaufen...gute Aussichten fürs kommende Jahr...günstiger Einstieg unter 27 .... sogar die Amis und Chinesen wollen jetzt Energie sparen (wer hätte das noch vor einem Jahr gedacht)...CO2 ist das Schreckgespenst von Politik und Medien...jetzt kanns los gehn.

[meineguete]

hi,

wir werden 2007 noch die 50 euro sehen!

die chinesen werden ihre kollektoren wohl kaum in deutschland kaufen!

ausserdem möchte china 2008 glänzen und zu den olympischen spielen, etwas vorzeigen. kollektoren von suntech!

[AToy]

Antwort auf Beitrag Nr.: 28.168.764 von meineguete am 07.03.07 16:59:36

Hey,
50 euro?Meineguete,das ist soooo konservativ.Auf Grund dessen das Suntech seine Produkte am billigsten von allen Solarfirmen produziert,rechne ich in diesem Jahr noch mit weit höheren Kursen.Dein Hinweis auf die Olympischen Spiele ist voll richtig.Sehe das genauso.Die Olympischen Spiele sind noch nicht im Kurs eingepreist,aber das wird sich Ende 2007 noch schlagartig ändern.Da werden nämlich die Profiteure der Spiele von den Fondsmanagern gepickt.Im Moment ist allerding wichtig,daß es Morgen nicht wieder in China crasht.Mit einer kleineren Korrektur und einem kurs von 27 Euro bei der Suntech könnte ich Morgen gut leben.
AToy

[Netzero]

Suntec hat sich wieder schnell erholt, habe heute nachgekauft.

[meineguete]

hallo,

weiss jemand, mit wem die lieferverträge über silizium laufen????????????????????????????????????????????????

[meineguete]

guten abend,

es wird immer besser

Suntech Power Holdings "buy"

Thursday, March 08, 2007 10:13:19 AM ET
Brean Murray, Carret & Co

LONDON, March 8 (newratings.com) - Analyst Julie Chen of Brean Murray reiterates her "buy" rating on Suntech Power Holdings Co Ltd (ticker: STP). The target price is set to $55.

In a research note published this morning, the analyst mentions that the company is likely to post its 4Q06 revenues and EPS marginally short of the consensus. Suntech Power Holdings is likely to witness improved BIPV market opportunities in the US and China during 2007 on account of the Wuxi Airport BIPV-curtain contact win as well as the recent passage of HR 798, the analyst says. The elimination of MSK integration challenges via improved internal controls may enable the company to beat the profit expectations, Brean Murray adds.

[volkerg]

Antwort auf Beitrag Nr.: 28.183.761 von Netzero am 08.03.07 14:46:04

Gute Entscheidung!

[Netzero]

so kanns weiter gehen.

[volkerg]

Antwort auf Beitrag Nr.: 28.201.959 von Netzero am 09.03.07 13:26:52

... und das tut es!

[Snare]

9. M?rz 2007
Renewable Energy Markets to Exceed $220 B by 2016
Report finds the global biofuels market was slightly larger than solar and wind, reaching $20.5 billion in 2006.
Portland, Oregon & Oakland, California [RenewableEnergyAccess.com]
Internationally, clean energy markets are poised to quadruple in the next decade, growing from $55.4 billion in revenues in 2006 to more than $226.5 billion by 2016 in four key renewable energy sectors, according to a report released this week by the research and publishing firm Clean Edge, Inc.

The "Clean Energy Trends 2007" report highlights a number of factors contributing to this extensive growth, including an influx of venture capital (VC); a new level of commitment by politicians at regional, state and federal levels; and significant corporate investments in clean and renewable energy acquisitions and expansion initiatives.

"At $55 billion, the global market for biofuels, solar, wind and fuel cells are now considerably larger than the global recorded music industry," said Ron Pernick, co-founder of Clean Edge. "Within a decade we predict these clean-energy markets will exceed $220 billion and that the global annual production of biofuels will increase from around 13 billion gallons last year to 50 billion gallons, solar will jump from 2 GW of production to nearly 20 GW, and wind power will increase from 15 GW to 67 GW."

For the second year in a row, the global biofuels market was slightly larger than both solar and wind, reaching $20.5 billion in 2006 and projected to grow to more than $80 billion by 2016. The report projects solar photovoltaics (modules, system components and installations) will grow from a $15.6 billion market in 2006 to $69.3 billion in the next ten years; wind power installations will expand from $17.9 billion in 2006 to $60.8 billion in 2016; and the markets for fuel cells and distributed hydrogen will grow from $1.4 billion in 2006 to $15.6 billion over the next decade.

Clean Edge, in collaboration with Nth Power, a leading energy-tech VC firm, also released the firms' annual energy-tech venture data. This year's findings show that VC investments in energy-tech start-ups rose 262 percent to $2.4 billion in 2006.

These investments, primarily in transportation and fuels, distributed energy, energy intelligence, and power reliability, eclipsed the previous high-water mark set in 2000 for energy-tech investing by more than $1 billion. The figures represent 9.4 percent of total U.S. venture capital investments in 2006.

"Energy tech investing in the U.S. now represents nearly ten percent of the total venture activity," explains Rodrigo Prudencio, partner, Nth Power. "With a growing number of investors actively seeking energy-tech deals, the capital to fund biofuel and solar expansion was readily available. 2007 will clearly be an indicator of whether the aggressive growth in energy-tech investment can be sustained."

In addition, the Clean Energy Trends 2007 report names five key trends that will shape the renewable energy landscape this year:

-- Carbon finally has a price ... and a market
-- Biorefineries begin to close the loop
-- Advanced battery makers take charge
-- Wal-Mart becomes a clean-energy market maker
-- Utilities get enlightened

In his recent CE views article, Clean Energy Markets: Managing High-Tech Growth, Pernick points out that along with the rapid growth of the clean and renewable energy markets also come growing pains.

"The cost to install a [megawatt] of wind power increased more than 20 percent over the last couple of years due to higher costs for steel, cement and a general shortage of turbines. Similarly, solar PV costs saw momentary increases in their prices as the high-cost of silicon raised module pricing. And profit margins for ethanol in the U.S. all but collapsed in 2006, as the price of corn nearly doubled in just two years," he wrote.

"But with ramped up manufacturing, increased supply of new feedstocks, growing government support at the regional and federal level, increased investments and the deployment of new technologies -- we believe that prices will stabilize and then begin to decrease -- much like the high-tech sector before it," concluded Pernick in the article.

[2tausend5]

Interessante Infos und Überlegungen:

http://www.fool.com/investing/high-growth/2007/03/09/foolish…

Schöne Grüße
2tausend5

[Snare]

Foolish Forecast: Will Suntech Shine?
By Rich Smith
March 9, 2007
Solar power specialist Suntech Power (NYSE: STP) reports fourth-quarter and full-year 2006 earnings results at sunrise on Monday. Want to know what Wall Street expects to see? Read on. Want to know what really matters? Read on a bit more.

What analysts say:

Buy, sell, or waffle? A baker's dozen of analysts follow Suntech, splitting their votes 10-to-3, buy-to-hold.
Revenues. On average, they're looking for an astounding 149% growth in quarterly sales to $221.4 million.
Earnings. Profits are predicted to more than double to $0.20 per share (and incidentally, the company's shares are represented on the NYSE as American Depositary Receipts at a 1:1 ratio -- so what the shares earn, the ADRs earn as well).
What management says:
In February, Suntech announced that it had raised half a billion dollars in convertible debt, paying interest of just 0.25% per annum. The firm says it will be using the resulting funds primarily to (1) expand its manufacturing capacity, (2) "purchase or prepay for raw materials," and (3) pay off an existing bridge loan that it took out when acquiring MSK last August.

Considering the explosion in sales we see the analysts predicting above, I'd say reason No. 1 is a good one. Given the constraints we've read about in the global supply of silicon used for manufacturing photovoltaic cells, No. 2 looks pretty good, too. As for paying off the bridge loan, I haven't found any statement from the company on the rate ABN AMRO (NYSE: ABN) is charging Suntech for the use of its funds, but I'll bet it's a darned sight more than 0.25%!

What management does:
Suntech's brief history as an NYSE-listed company (it listed in December 2005) doesn't give us a lot to go on in the trendspotting sphere. The last couple of quarters seem to show a decline in profit margins on all levels (gross, operating, and net). Still, we'll need some time to see how seasonal this business is, and whether such "sequential" trends have any significance compared to year-over-year results. Meanwhile, it's just nice to know that Suntech is netting more profit pennies per revenue dollar than either of the other two "name" solar companies, Evergreen Solar (Nasdaq: ESLR) or SunPower (Nasdaq: SPWR).

Margins

12/05

3/06

6/06

9/06

Gross

26.5%

30.7%

28.2%

23.3%

Operating

24.7%

22.9%

22.0%

21.3%

Net

11.9%

21.5%

20.7%

17.6%

All data courtesy of Capital IQ, a division of Standard & Poor's. Data does NOT reflect trailing-12-month performance, as usual in these tables. Rather, it reflects profit margins in the named quarters only.

One Fool says:
As Suntech's sales climbed 83% over the last three quarters, we've watched even greater growth on a couple of balance sheet lines where we ordinarily don't like to see it: inventories and accounts receivable. The former has more than tripled, while the latter is up 26 times over.

For a fast grower like Suntech, I'm willing to give the company the benefit of the doubt on these two items as the business matures a bit and develops more of a track record. That's especially true since management appears to be intentionally loading up on raw materials in preparation for potentially exploding demand. That said, in future quarters, I'd suggest that investors watch these trends closely. Ideally, we'll want to see sales growth close the gap with, and overtake, growth in both unsold inventories and uncollected bills sometime soon (natch).

In the meantime, pay close attention to the firm's 20-F filings (which you'll be seeing once a year -- if last year is any guide, it should appear about two months after release of the Q4 results). Look in particular towards the last pages of these filings for the section on inventories. There, you'll want to see raw materials growth outpace inventory growth in general, and finished goods growth in particular.

[meineguete]

moin,

hab ich das richtig in erinnerung, dass morgen (montag) zahlen von suntech kommen?

ist deshalb der rasante anstieg von freitag zu erklären?

schönen sonntag

[Snare]

Antwort auf Beitrag Nr.: 28.228.359 von meineguete am 11.03.07 09:48:45

Suntech Reports Fourth Quarter and Full Year 2006 Financial Results


WUXI, China, March 12 /Xinhua-PRNewswire/ -- Suntech Power Holdings
Co., Ltd. (NYSE: STP), one of the world's leading manufacturers of
photovoltaic (PV) cells and modules, today announced fourth quarter and
full year 2006 financial results.
Fourth Quarter and Full Year 2006 Highlights
-- Fourth quarter 2006 total net revenues went up 144.8% year-over-year to
$217.9 million. Non-GAAP(1) Suntech Group net income attributable to
holders of ordinary shares grew 101.4% year-over-year to $35.5 million,
or $0.23 per non-GAAP diluted American Depository Share (ADS). Each
ADS represents one ordinary share.
-- Fourth quarter 2006 production output was 55.3MW; full year 2006
production output was 160.1MW, representing 136.5% year-over-year
growth.
-- Full year 2006 total net revenues went up 165.0% year-over-year to
$598.9 million. Suntech Group net income attributable to holders of
ordinary shares grew 275.6% year-over-year to $106.0 million, or $0.68
per diluted ADS.
-- Annual capacity grew from 150MW at the end of 2005 to 270MW at the end
of 2006, representing an increase of 80%.
''We exceeded our initial fourth quarter output and revenue guidance
for our core business as we increased our sales of PV modules, achieved
sequential average selling price increases throughout 2006 and ramped up
recently installed production lines ahead of schedule,'' said Dr. Zhengrong
Shi, Suntech's Chairman and CEO. ''Our operations are the healthiest they
have been since our IPO as our low cost per watt strategy combined with our
strong technology capabilities, expanding sales network and successful
silicon procurement keep us on track to achieve industry leading growth.''
''During the quarter, we cemented our silicon supply for 2007 and
beyond by signing additional long term, fixed price silicon supply
agreements. In fact, we have secured more silicon than we require to meet
our upwardly revised projected 2007 PV cell and module output target,''
said Dr. Shi. ''This ability to secure silicon, despite the global
shortage, is one of the key reasons we have been able to increase our 2007
production output target from 250 megawatts to 280 megawatts and our
year-end capacity target from 390 megawatts to 420 megawatts.''
Commenting on Suntech's international sales development, Dr. Shi said,
''In the fourth quarter, we continued to diversify our sales geographically
and extended the reach of our global network. In addition to partnering
with SunEdison, we continued to build momentum in the U.S. market and our
current pipeline indicates that we will be able to more than triple our
sales to this region in 2007. With the integration of MSK's sales network
and the establishment of Suntech Europe, we have set the foundation to
further expand our selling channels in key European markets such as
Spain.''
Recent Business Highlights
-- In February 2007, Suntech closed an offering of $500 million
convertible senior notes, more than 60% above the original offering
size. Suntech plans to use the net proceeds to expand production
capacity, procure raw materials, repay a bridge loan related to the MSK
acquisition and for other corporate purposes.
-- Multi-year silicon supply agreements were entered into with REC, Comtec
and Sunlight Group in the fourth quarter of 2006. Combined with
existing agreements with MEMC and several leading China-based silicon
suppliers, Suntech expects over two-thirds of silicon supply in 2007
needed for its projected output will come from long-term silicon
supply agreements, which will ramp up over the year and have average
wafer costs measurably below 2006 wafer purchase prices.
-- After winning the contract to supply over 23MW of solar modules to the
world's largest solar farm in Spain, Suntech continued to achieve
steady sales wins in Spain. In the fourth quarter of 2006, Suntech
sales to Spain increased four-fold above the nearly 10% of total
revenues in the first nine months of 2006 and it is currently expected
that it will grow to be approximately 20% of total revenues in 2007.
-- In February 2007, Suntech made the strategic decision to halt MSK's
module production activities in Japan and initiated immediate actions
to focus MSK on its three strategic goals. MSK will concentrate
efforts on BIPV product development and expanding BIPV sales into key
geographies beyond Japan, growing Japan-based sales and utilizing MSK's
sales organization to expand Suntech's customer base.
-- Suntech recently entered into multiple sales agreements with Conergy AG,
a leading global solar system integrator, to supply PV modules with a
value of approximately $270 million in 2007.
-- Suntech established Suntech Europe in January as part of a natural
evolution to expand its customer base as well as to deepen the service
and support offered to its customers in Europe, the Middle East and
Africa (EMEA). The headquarters for Suntech Europe will be in London
with sales offices expected to be opened in key cities in the region
commencing in 2007.
-- Suntech recently joined the Global Roundtable on Climate Change (GROCC)
to raise the profile of solar energy and encourage governments
worldwide to develop effective policies on climate change.

[mlolo]

Antwort auf Beitrag Nr.: 28.252.967 von Snare am 12.03.07 13:31:44

weißt du, was denn erwartet wurde, lieber snare?

ich finde, dass sich das nicht schlecht anhört!

[Snare]

Antwort auf Beitrag Nr.: 28.253.312 von mlolo am 12.03.07 13:53:04

Suntech Power Profit More Than Triples

Suntech Power Holdings Co., Ltd. (STP) Stock Quote, Chart, News
Related topics
Earnings Reports
All Associated Press NewsNEW YORK (AP) - Chinese solar energy company Suntech Power Holdings Co. said Monday its fourth-quarter profit more than tripled on increased sales from its acquisition of MSK Corp.

Earnings for the quarter surged to $31.4 million, or 20 cents per share, from $9.8 million, or 8 cents per share, during the same period a year ago.

Adjusted earnings rose to $35.5 million, or 23 cents per share, from $16.8 million, or 13 cents per share. Excluding MSK, adjusted net income was $37.8 million, or 24 cents per share.

Analysts polled by Thomson Financial expected profit of 20 cents per share.

Revenue climbed more than doubled to $217.9 million versus $89 million in the prior year, but missed Wall Street's estimate of $221.4 million. Excluding MSK, sales were $190.3 million for the quarter.


For the year, net income more than tripled to $106 million, or 68 cents per share, versus $28.2 million, or 26 cents per share, in 2005.

Full-year revenue of $598.9 million compared with $226 million in 2005.

[mlolo]

Antwort auf Beitrag Nr.: 28.253.677 von Snare am 12.03.07 14:16:03

vorbörslich gehts aber anscheinend gut runter

[volkerg]

Antwort auf Beitrag Nr.: 28.254.079 von mlolo am 12.03.07 14:37:17

Sell on good news?

[mlolo]

Antwort auf Beitrag Nr.: 28.254.741 von volkerg am 12.03.07 15:09:08

joa..wir haben ja auch noch nen gap zu schließen

[Netzero]

Rücksetzer sind bei Suntec klare Kaufsignale.

[2tausend5]

Siehe
http://www.fool.com/investing/high-growth/2007/03/12/suntech…

"Keine Atempause, Geschichte wird gemacht - es geht voran!!"

Schöne Grüße,
2tausend5

[Snare]

Antwort auf Beitrag Nr.: 28.260.455 von 2tausend5 am 12.03.07 20:27:53

Suntech Still Basking in the Sun
By Jack Uldrich
March 12, 2007
No doubt about it -- the fourth quarter of 2006 was a good one for Suntech Power (NYSE: STP). And nothing I heard on the conference call gave me cause to change my bullish outlook on the company.

The stock has taken close to a 5% hit today, because although non-GAAP profits beat analyst projections by $0.04 a share, total revenues were slightly lower than expected. Furthermore, Suntech officials announced that they expect gross margins to recede another 1% in 2007.

On the other hand, revenues surged 145% to $217.9 million, and profits spiked to $31.4 million from $10.6 million the year before -- which equates to 20 cents per share. Furthermore, I heard a lot of positive things that the analysts who tend to take a shorter-term view will probably overlook.

First, Suntech officials announced that it intends to increase the efficiency of its existing line of solar cells to between 18% and 19% by the end of 2007, and then increase it to 20% by 2008. Such progress in converting the sun's energy into electricity will ensure that Suntech's solar modules remain competitive in the commercial marketplace, and it will keep the pressure on competitors such as Evergreen Solar (Nasdaq: ESLR), SunPower (Nasdaq: SPWR), and Kyocera (NYSE: KYO).

More significantly, the company indicated that it's investing $45 million to build a 40-megawatt thin-film production facility. I have long been nervous about thin film's ability to disrupt the existing silicon solar cell market, and this investment suggests that Suntech's management is not only aware of the threat but is also taking active steps to meet the challenge. (The facility is expected to be producing between 10 and 20 megawatts as early as 2008).

Finally, I continue to like the company's growing global presence. The majority of its sales still come from Europe, but it now sells about 25% of its products into the U.S. market and another 10% in China. The latter two are expected to grow at a faster rate, and this has led the company to boosts its production output target for 2007 from 250 megawatts to 280.

More efficient silicon solar cells, a new thin-film production facility, growing global demand, and increased production -- all lead me to believe that Suntech Power still has some time to bask in the sun.

[meineguete]

Antwort auf Beitrag Nr.: 28.254.741 von volkerg am 12.03.07 15:09:08

sell on good news,

dann wärst du bei solarworld keinen schritt weiter gekommen.

nice day!

[volkerg]

Antwort auf Beitrag Nr.: 28.264.731 von meineguete am 13.03.07 08:36:10

Korrekt! Deswegen wars mir auch egal - der gestrige Verlauf spricht ja auch Bände...

[2tausend5]

Mixed news:

Suntech Power Holding "buy," target price reduced

Tuesday, March 13, 2007 3:47:24 AM ET
Brean Murray, Carret & Co

NEW YORK, March 13 (newratings.com) - Analyst Julie Chen of Brean Murray reiterates her "buy" rating on Suntech Power Holding Company Limited (ticker: STP), while reducing her estimates for the company. The target price has been reduced from $55 to $52.

In a research note published this morning, the analyst mentions that the company has reported its 4Q06 total revenues in-line with and EPS ahead of the estimates. The gross margin estimate for 1Q07 has been reduced from 27% to 21.7% to reflect the possibility of Suntech Power Holding encountering a 35% to 65% split in long-term contract silicon prices versus spot prices. The analyst expresses his concern regarding the economic and military conditions in China and unforeseen risks from international operations. The EPS estimates for 2007 and 2008 have been reduced from $1.20 to $1.03 and from $1.61 to $1.52, respectively.

Schöne Grüße
2tausend5

[2tausend5]

Good news:

13.03.2007 15:35
Suntech Power - Neues Kursziel
Suntech Power wird von CIBC World Markets weiter mit Sector Outperform bewertet. Das Kursziel von $40 auf $45 angehoben.

Schöne Grüße
2tausend5

[Netzero]

Habe nochmals Suntec Aktien nachgekauft, innerhalb 1 Woche zweimal
günstig eingekauft.Aus Sicht der nächsten 1-2 Jahre waren das sicher gut Kaufkurse.

[Netzero]

heute geht es wieder Richtung Norden, bin gespannt wann wir die 40 knacken.

[meineguete]

guten morgen,

Suntech Power Holdings outperform (Raymond James)


Rating-Update:
St. Petersburg (aktiencheck.de AG) - Die Analysten von Raymond James stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) in einer Ersteinschätzung mit "outperform" ein. Das Kursziel werde bei 48 USD gesehen. (16.03.2007/ac/a/u)
Analyse-Datum: 16.03.2007

Analyst: Raymond James
Rating des Analysten: outperform

[meisterroerich]

Wow....wie das hier heute wieder mal outperformed....das bewegt sich ja gar nix in Richtung 30€ ...und mehr...wenns jetzt wieder crasht gehts wieder runter auf 25 oder weiter....ganz schöne Zitterpartie zur Zeit

[Netzero]

wäre nicht schlimm, wenn Suntec auf 25 zurück kommt, dann kann man billig nachkaufen.

[AToy]

Antwort auf Beitrag Nr.: 28.329.834 von Netzero am 16.03.07 16:05:35

Hallo,

billig nachkaufen das wollen zur Zeit viele,besonders die Fondsmanager.Nur ein Grund warum die Aktien gerade fallen.Es wird meiner Meinung nach nicht allzu lange fallen,da das weltweite Wachstum im Moment zu hoch ist.Die Unternehmen weltweit sind zur Zeit hoch profitabel.Hier wollen sich nur einige Leute neu positionieren.Profitieren werden davon sicherlich die Umweltaktien,dazu gehöhrt auch die Suntech.Das in den nächsten Wochen zu beobachten wird sicherlich sehr spannend.

AToy

[meineguete]

Antwort auf Beitrag Nr.: 28.337.835 von AToy am 16.03.07 23:06:44

so isses

[Netzero]

wenns diese Woche noch runtergeht wird nachgekauft.

[Netzero]

hallo
was sagt ihr zum Optionsschein von Suntec DB295T

[2tausend5]

Also: Strategische Ruhe bewahren!

Schöne Grüße,
2tausend5


Börse Go
Chinesische Aktien bleiben interessant
Montag 19. März 2007, 13:47 Uhr

Die Korrekturbewegungen am chinesischen Aktienmarkt in den vergangenen Wochen sind gesund und bieten Gelegenheit zum Nachkaufen. Dies schreibt die Fondsgesellschaft Union Investment in einem aktuellen Marktkommentar. Außerdem gebe es eine Reihe von Gründen für die Fortsetzung der Aufwärtsbewegung. Für den hohen Tagesverlust, der die Korrektur Ende Februar auslöste, habe es keine fundamentalen Gründe gegeben. Hierfür könnten ausschließlich die Spekulationen hinsichtlich einer erneuten Leitzinsanhebung der Notenbank sowie einer Besteuerung von Spekulationsgewinnen verantwortlich gemacht werden. Beides sei zwischenzeitlich entweder nicht mehr
ANZEIGE
aktuell oder zumindest unwahrscheinlich.

Eine Stütze für den Aktienmarkt gebe es, wenn es gelingt, den konjunkturellen Überhitzungsprozess abzukühlen, ohne den Wachstumsprozess zu gefährden. Von diesem Szenario gehen die Experten bei Union Investment aus. Sie sehen noch eine zusätzliche Belebung, da die Regierung um eine Ankurbelung des privaten Konsums bemüht sei.

[heartofgold]

17.03.2007 - 10:10
Top Pick: Solar Wert aus China mit Value-Charakter




Für den Value-Investor Kevin Kerr ist es wichtig bei all dem Trubel der derzeit an den internationalen Börsen herrscht, den Überblick nicht zu verlieren. Als Herausgeber des „Marketwatch Global Resources Trader“ ist er immer auf der Suche nach Substanzaktien und er ist diesmal in China fündig geworden mit dem Solarwert Suntech Power Holdings (ISIN: US86800C1045).

Kevin Kerr erklärt: Es ist derzeit nicht alles hoffnungslos in China. Der Aufschwung ist weiterhin in vollem Gang und ein Sektor, der sehr schnell wächst ist der Solarsektor. Nun wurde Suntech Power Holdings gleich zu Beginn der Korrektur schwer abgestraft: Zum einen als Solartitel der zu stark gestiegen war und zum anderen weil es sich um ein chinesisches Unternehmen handelt.

Meiner Einschätzung nach war diese Korrektur zwar überfällig, aber fiel vor allem für den chinesischen Markt zu heftig aus. Und als alle Verkäufer ihre Aktie sehr schnell loswerden wollten, wurden auch Substanzunternehmen wie Suntech Power Holdings mit nach untern gerissen. Ich habe die Aktie nicht nur aktuell sondern schon seit langer Zeit in meinem Depot. Auf dem aktuellen Niveau halte ich den Titel für ein Schnäppchen, denn Sie können auf eine Boom-Branche in einem Boom-Land setzen. Diese Aktie wird sich mit dem steigenden Bedarf nach Erdöl und Energie im Allgemeinen weiter nach oben bewegen und viele Analysten haben den Titel auf ihren Kauflisten – so wie ich auch.
Gerade erst entdeckt!

[boulefan]

Antwort auf Beitrag Nr.: 28.375.539 von heartofgold am 19.03.07 18:02:38

Boom-Branche in einem Boom-Land

So sehe ich das auch

[Netzero]

bei 25 wird nachgekauft.

[AToy]

Hallo,
die Suntech sollte Morgen eigentlich an der 26er Marke nach oben drehen,sonst gibt es wohl noch niedrigere Kurse als die 25.
Atoy

[mlolo]

Antwort auf Beitrag Nr.: 28.380.106 von AToy am 19.03.07 21:33:51

spricht nichts mehr dagegen: gap-close vollzogen!!

[Netzero]

was meint ihr, welche Aktie ist besser.
Suntec oder Trina Solar.

[Netzero]

Habe heute Suntec nachgekauft ich hoffe es geht nicht weiter abwärts.Trina steht auf Beobachtungsliste.

[meineguete]

Antwort auf Beitrag Nr.: 28.390.284 von Netzero am 20.03.07 15:30:32

gut so,

[meisterroerich]

Antwort auf Beitrag Nr.: 28.385.357 von Netzero am 20.03.07 11:11:27

tja...trina oder suntech...oder besser beide? Habe beide im Depot und bin von dem Auf und Ab ehrlich gesagt nicht begeistert...trina springt noch sehr viel mehr als suntech...schade das mit, nach allem was ich gelesen habe, so fundamental guten Werten so hin und hergezockt wird...wahrscheinlich die berüchtigten Carry Trades
ich denke auf lage sicht (mind. 1 Jahr) sollte man nichts falsch machen bei den derzeitigen Kursen...aber irgendwie erinnert mich der Solarboom an die Speku-Blase am Neuen Markt...
deshalb immer einen Stopp Kurs im Kopf haben falls hier mal was abschmiert...

[meineguete]

Antwort auf Beitrag Nr.: 28.392.423 von meisterroerich am 20.03.07 16:54:44

hi,

solarblase????

wir stehen gerade mal am anfang mit solar. schau dir doch mal das potenzial in usa und asien an.

die fondsmanager werden so langsam aufmerksam, was suntech angeht. warte nicht zu lange wie deinem einstieg!

nur meine meinung!

[meineguete]

Antwort auf Beitrag Nr.: 28.392.423 von meisterroerich am 20.03.07 16:54:44

und noch was,

die olympischen spiele sind 2008 in china und china möchte representieren. auch mit solar. china wird sauber...

aber chinesen kaufen nicht solarworld oder q-cells sondern suntech!

lucky trades

[mlolo]

Antwort auf Beitrag Nr.: 28.392.423 von meisterroerich am 20.03.07 16:54:44

vergleich doch mal eine suntech mit den blasenwerten des neuen marktes.....wo sind da die gemeinsamkeiten?? nicht mal die bisherige kursentwicklung.

[Netzero]

Hallo
meiner Meinung nach sind das super Kaufkurse, wir sprechen uns in einen Jahr wieder.

[Netzero]

suntec heute im Aktionär empfohlen.

[Netzero]

Ich hoffe heute geht es aufwärts, habe die letzten Tage zweimal nachgekauft,aber auf längere Sicht kann man mit Suntec nichts falsch machen.
Habe Stoppkurs bei 23€ gesetzt.

[heartofgold]

Suntech claims to be world's third biggest solar cell supplier
Nuying Huang, Taipei; Rodney Chan, DigiTimes.com [Wednesday 21 March 2007]

China-based Suntech Power has become the world's third largest solar cell supplier following Japan-based Sharp and Germany-based Q-Cells, according a Suntech executive.

Suntech's solar cell shipments totaled 150MW in 2006, and total output for 2007 is expected at 270-280MW, Steven Chan, vice president of business development at Suntech, said during a Merrill Lynch seminar.

Chan said the company's annual capacity reached 300MW in 2006, behind Sharp's 600MW and Q-Cells' 336MW. Suntech plans to increase its capacity to 1,000MW by 2010, the Suntech executive said.

Chan said currently 85% of Suntech's clients come from Germany, Spain, the US, and China. But he predicts that demand in China will not grow as fast as in the other countries.

In 2006, Suntech acquired Japan's photovoltaic module maker MSK. Suntech is currently developing thin-film solar cells, and it expects output of these to reach 40MW by 2008, Chan said. Suntech will also step up efforts developing the building integrated photovoltaic (BIPV) market, he added.

Sollte jetzt mal starten!

[Netzero]

langsam gehts bergauf.

[AToy]

Antwort auf Beitrag Nr.: 28.408.053 von Netzero am 21.03.07 14:00:21

Hallo,
habe meinen Stopp Loss auch bei 23,bin aber schon am überlegen ob ich hier etwas tiefer gehe,da ich es doch auf Grund des Marktumfelds für möglich halte das die Suntech noch mal abtaucht.Man darf nicht vergessen,daß hier noch einige Jungs billiger einkaufen wollen.Sollte die Suntech allerdings(wie ich hoffe) steigen,werde ich bei 32 nachkaufen.Die Aussicht bei der Suntech sind gut und langfristig werden wir alle ins plus kommen.
AToy

[heartofgold]

Suntech Power Holdings "buy"

Wednesday, March 21, 2007 7:57:48 AM ET
Brean Murray, Carret & Co

NEW YORK, March 21 (newratings.com) - In a research note dated March 20 and published this morning, analyst Julie Chen of Brean Murray maintains her "buy" rating on Suntech Power Holdings Co (ticker: STP). The target price is set to $52.

Gruß von heartofgold

[volkerg]

Pari heute ist knapp 27 €

[Netzero]

nur so weiter.

[Netzero]

heute geht es wieder Richtung Norden, mal sehen was USA heute macht.

[Netzero]

bei 35 € wird verkauft.

[Netzero]

immer Richtung Norden.

[volkerg]

Antwort auf Beitrag Nr.: 28.430.527 von Netzero am 22.03.07 13:48:11

schon ??

[meineguete]

Suntech aiming for 10% share of solar cell market in 2010
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Staff reporter and Nuying Huang, Shanghai; Esther Lam, DigiTimes.com [Thursday 22 March 2007]


China-based solar cell maker Suntech Power is confident that the company's production capacity will have a compound annual growth rate (CAGR) that will beat the entire solar industry and claims that its market share in terms of capacity will reach 10% in 2010, according to company chairman Zhengrong Shi at the ongoing SEMICON China 2007 semiconductor trade show in Shanghai.

While stressing the substantial business potential from the market in China, Shi expects the global solar energy market to see a CAGR of 41% through 2010 with total capacity reaching 10 peak gigawatt (GWp). Although Suntech has been established for only five years, Shi said the company's capacity will have a CAGR reaching 65% through 2010 with an annual capacity reaching 1GWp, translating into a 10% share of the global market.

Besides expanding capacity to meet growth in demand, Shi emphasized that Suntech also pursues quality. Given that the average power conversion rate of solar cells is currently at around 16%, he highlighted that the company's mono-crystalline solar cell has a conversion rate as high as 18%, sometimes even surpassing 20%. The conversion rate for overall solar cells among all vendors will approach 20% in 2008, he noted.

Already having mentioned an extended deployment in thin-film material base solar cell production, Shi added in saying that he is confident that the conversion rate will double to 12% in the future, up from the present 6%. A new fab for thin-film solar cell production at Shanghai will commence equipment installation in the coming months, he added.

Regarding cost pressures from rising prices of polysilicon, Steven Chan, company business development division vice president, projected that Suntech will see improving profitability amid a growing proportion of polysilicon procurement from the contract market in 2007. Suntech sources about 80% of its polysilicon from the spot market, he added.

Projecting the polysilicon price trend, Chan foresees pricing may trend up by around 10% or stay flat in 2007, given the persistent growth in demand. He estimated that Suntech should see its average selling prices (ASPs) shrink by about 15% in the same period more competitors arrive.

Suntech chairman Zhengrong Shi is confident of grabbing a 10% share of the solar cell market in 2010
Photo: Staff reporter, DigiTimes, March 2007

[meineguete]

hallöle,

in amiland wird es heute und morgen spätnachmittag berauf gehen. dann folgen wieder gewinnmitnahmen.

ich werde unter 50 nicht ein stück hergeben.

toller tag heute

[Netzero]

heute +6% nur weiter so.

[Netzero]

Hallo
bin mal gespannt wann die nächsten News von Suntec kommen.

[Netzero]

es geht wieder Richtung Norden.

[volkerg]

Irgendwas passiert heute vormittag? Gabs eine Herabstufung? Ist in China ein Sack Reis umgefallen (evtl. auf eine Solarfabrik??)

Fragen...

[Oettes]

Hallo an alle,
ich meine mal irgendwo gelesen zu haben, daß China 2008 während der olymp. Spiele sein Ökoimage mächtig aufpolieren will. Gibts hierzu schon Infos für mögliche Aufträge an Suntech oder sogar schon erteilte Auträge. Falls ja, sind diese schon im Kurs drin? Falls jemand was näheres wissen sollte, wäre ich sehr interessiert. Überlege zur Zeit, in Suntech zu investieren. Würde meine Entscheidung sicherlich vereinfachen.

Oettes

[Netzero]

bin malneugierig wann die 30 € genommen werden.

[Netzero]

Habe dreimal nachgekauft, mal sehen wo der Kurs hingeht, am besten Richtung Norden.
Heute sieht es nicht so aus.

[volkerg]

Antwort auf Beitrag Nr.: 28.453.603 von Netzero am 23.03.07 15:15:01

Anscheinend sehen wir eher wieder die 20 € als die 30

[volkerg]

Antwort auf Beitrag Nr.: 28.456.046 von volkerg am 23.03.07 16:56:01

... vielleicht gibt das ja wieder Auftrieb:


Suntech Announces Webcast of Analyst and Investor Day Keynote Address and Upcoming Investor Conferences

BEIJING, March 23 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP), one of the world's leading manufacturers of photovoltaic (PV) cells, today announced that Suntech will host an Analyst and Investor Day in Hong Kong on Monday, March 26, 2007. Dr. Zhengrong Shi, Suntech's chairman and CEO, will deliver the keynote address at 10:00AM (Hong Kong time) in Hong Kong. An archived webcast of Dr. Shi's remarks will be available starting at 8:00PM Hong Kong time/8:00AM EDT on March 26, 2007. For inquires about attendance, please contact [e-mail] .

The company also announced that management will present at the following upcoming investor conferences:

-- The Credit Suisse 10th Asian Investment Conference on Tuesday, March 27, 2007 at 9:45AM (Hong Kong time) at the Shangri-La Hotel in Hong Kong.
A webcast of the event will be available on the "Investors" section
of the Suntech website at http://www.suntech-power.com under Events."
-- The 1st Annual PV Investors Conference on Thursday, April 5, 2007 at approximately 4:00PM Munich time at the Munich Order Center in Munich, Germany.

[Netzero]

mal sehen ob das der Aktie am Montag Auftrieb gibt.

[heartofgold]

Bei briefing.com steht heute, dass Suntech ein dorwngrade von buy auf hold bekommen hat!

[2tausend5]

Antwort auf Beitrag Nr.: 28.449.606 von volkerg am 23.03.07 12:18:23

Ja, es gab eine Herabstufung.

Ändert aber nix an der prinzipiellen Richtung nach oben.

Ruhig Blut!
2tausend5

AP
Ahead of the Bell: Suntech Power
Friday March 23, 9:32 am ET
Suntech Power Holdings Shares Dip in Premarket Activity As Goldman Downgrades Stock

NEW YORK (AP) -- Suntech Power Holdings Inc., a China-based maker of solar cells, saw its shares slip in premarket electronic trading following a downgrade of the stock by Goldman Sachs.

Shares of Suntech have surged 27 percent since August, when Goldman Sachs analyst Cheryl Tang started coverage of the stock at a "Buy" rating. The stock's bull run outdid the S&P 500, which gained 12 percent over the same period, Tang said.

But the company recently cautioned about potentially weaker margins in the first quarter, and the analyst said she has cut earnings estimates and downgraded the shares to "Neutral" as a result She also lowered her price target to $39 from $41.

Suntech shares shed 76 cents, or 2.1 percent, to $36.57 in premarket activity. The stock closed at $36.57 Thursday on the New York Stock Exchange.

The company warned in its fourth-quarter report that higher costs for silicon, the raw material for solar cells, would likely hurt margins in the first quarter. Suntech noted that a long-term silicon supply agreement with better pricing would kick in the second quarter.

"Though margin pressure should ease from the second quarter of 2007, we believe that the lower-priced long-term raw material supply -- which starts from 2007 covering the next five to 10 years -- may not be sufficient to meet STP's aggressive expansion plan in 2007," Tang wrote in a note to clients.

[ripo10]

Hallo
Kann mir jemand ein paar Zahlen über Suntec Power schreiben.
Umsätze, Gewinne oder Verluste u.s.w. ??
Vielen Dank im voraus.

ripo10

[volkerg]

Antwort auf Beitrag Nr.: 28.458.186 von ripo10 am 23.03.07 18:29:53

findest du alles unter www.suntech-power.com

[meineguete]

hier sind unter anderem alle adressen zu finden!!!!

BEIJING, March 23 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells, today announced that Suntech will host an Analyst and Investor Day in Hong Kong on Monday, March 26, 2007. Dr. Zhengrong Shi, Suntech's chairman and CEO, will deliver the keynote address at 10:00AM (Hong Kong time) in Hong Kong. An archived webcast of Dr. Shi's remarks will be available starting at 8:00PM Hong Kong time/8:00AM EDT on March 26, 2007. For inquires about attendance, please contact [e-mail] .

The company also announced that management will present at the following upcoming investor conferences:

-- The Credit Suisse 10th Asian Investment Conference on Tuesday, March 27, 2007 at 9:45AM (Hong Kong time) at the Shangri-La Hotel in Hong Kong. A webcast of the event will be available on the "Investors" section of the Suntech website at http://www.suntech-power.com/ under "Events." -- The 1st Annual PV Investors Conference on Thursday, April 5, 2007 at approximately 4:00PM Munich time at the Munich Order Center in Munich, Germany. About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of Japan's largest PV manufacturers and one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com/ .


For more information, please contact: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] In the United States: E.E. Wang The Piacente Group, Inc. Tel: [phone] Email: [e-mail] In China: Rory Macpherson Consultant Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]

[2tausend5]

Hier kann man sehr gut verfolgen, wie ein global player entsteht.
Hoffentlich kapriziert sich suntech nicht nur auf den Preiswettbewerb, sondern auch auf den Qualitätswettbewerb. Da sind höhere Margen drin.

Es geht voran!
2tausend5



26.03.2007 14:07
Suntech Announces Key Takeaways from Analyst and Investor Day in Hong Kong

BEIJING, March 26 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells, hosted an Analyst and Investor Day in Hong Kong on Monday, March 26, welcoming guests from the Asian, European and U.S. investment communities.

Dr. Zhengrong Shi, Suntech's chairman and CEO, delivered opening remarks summarizing management's vision to become the leading global pure-play producer of solar energy products. Dr. Shi commented on Suntech's successes in the worldwide photovoltaic (PV) market, including the Company's rapid ascent to become the number three global PV vendor in cells and modules in just five years.

Dr. Shi noted that Suntech's operations, which combine world class PV technology with the industry's lowest cost per watt large-scale production, delivered record results for 2006.

An archived audio webcast of Dr. Shi's opening remarks is available on the "Investors" section of the Suntech website at http://www.suntech-power.com/ under "Events."

During the event, members of Suntech management spoke on a range of subjects and delivered the following key takeaway messages:

-- Dr. Tadao Kasahara, President, MSK Corporation MSK's core strengths include market leadership in Building Integrated Photovoltaics (BIPV) with highly specialized product development efficiencies, well established Japanese market penetration and sales channels that are complementary to Suntech's business development network. -- Mr. Graham Artes, Chief Operations Officer Suntech's production process key differentiators such as low cost China-based manufacturing, minimal wafer breakage rate, industry- leading capacity expansion targets and rapid commercialization of R&D improvements. Suntech's new production facilities and zero-energy building were also discussed. The Company is targeting 420MW capacity by year-end 2007 and seeks to break the 1GW production capacity barrier by year-end 2010. -- Dr. Stuart Wenham, Chief Technical Officer Suntech's strong and proven R&D processes were detailed, with expectations for its crystalline silicon technology roadmap including production of 20% solar conversion efficiency PV cells in 2008 and continued reduction in wafer thickness, both of which are expected to lead to gross margin improvement. Features of Suntech's new semiconductor finger technology, crystalline silicon thin film solar cell technology and high value-added BIPV technology development were also showcased. -- Mr. Roger Ye, Director, Sales -- Mr. Jerry Stokes, President, Suntech Europe -- Mr. Steven Chan, Vice President, Business Development Sales initiatives and market trends were discussed including Suntech's sales and brand advantages as an industry pioneer with globally diversified growth and a reputation for consistently high quality products. The sales and marketing panel noted that Suntech expects to see dynamic sales growth in Spain and North America during 2007. -- Ms. Amy Yi Zhang, Chief Financial Officer Suntech's financial performance and 2007 trends were covered including the Company's sustainable cost advantages. Ms. Zhang also described Suntech's strong supplier relationships, financial strength and scale which have enabled Suntech to lock in silicon supply during a period of industry-wide supply shortage. Ms. Zhang reiterated Suntech's first quarter and full year 2007 outlook for revenue, production output, average sales prices and gross margins that was provided during its fourth quarter 2006 earnings conference call. About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of Japan's largest PV manufacturers and one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit http://www.suntech-power.com/ .

For more information, please contact: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] In the United States: E.E. Wang The Piacente Group, Inc. Tel: [phone] Email: [e-mail] In China: Rory Macpherson Consultant Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail]


Quelle: PR newswire

[meineguete]

hallo,

langsam kommt mir das hier spanisch vor. soviele empfehlungen und nixx pasiert.

Suntech Power Holdings Co initiated with "buy"

Tuesday, March 27, 2007 10:32:30 AM ET
American Technology Research

NEW YORK, March 27 (newratings.com) - Analysts at American Technology Research initiate coverage of Suntech Power Holdings Co Ltd (ticker: STP) with a "buy" rating. The target price is set to $46.

[volkerg]

Antwort auf Beitrag Nr.: 28.522.591 von meineguete am 27.03.07 17:18:43

... immerhin ein kleines Plus von 0,34% an der NYSE - gegen den Trend

[2tausend5]

Na bitte, es geht voran!

Der Osten grüßt!
2tausend5

PS: Wäre interessant zu wissen, welche Annahmen der beiden "traget-price"-Berechnungen sich am stärksten unterscheiden; der Unterschied von 20 Prozent (38 Euro zu 46 Euro) ist ja nicht marginal.


1)
Suntech Power Holdings initiated with "buy"

Tuesday, March 27, 2007 10:32:30 AM ET
American Technology Research

NEW YORK, March 27 (newratings.com) - Analysts at American Technology Research initiate coverage of Suntech Power Holdings Co Ltd (ticker: STP) with a "buy" rating. The target price is set to $46.


2)
Suntech Power Holdings Co initiated with "neutral"

Tuesday, March 27, 2007 10:06:26 AM ET
Banc of America

NEW YORK, March 27 (newratings.com) - Analysts at Banc of America Securities initiate coverage of Suntech Power Holdings Co Ltd (ticker: STP) with a "neutral" rating. The target price is set to $38.

[Netzero]

Es ist sehr ruhig geworden um Suntec, oder ist das die Ruhe vorm Sturm, zur Zeit ist es bei allen Solarwerten ruhig.

[Netzero]

ich glaube Suntec ist eingeschlafen, bin am überlegen ob ich auf Solarvalue umsteige.

[volkerg]

Bin raus - hier passiert in absehbarer Zeit nix.

Sollte es noch weiter runtergehen, steig ich bei 20 wieder zu...

[asiate]

Antwort auf Beitrag Nr.: 28.589.761 von volkerg am 30.03.07 18:22:11

Hey

vielleicht doch

S-BOX-Asien Umwelt-Zertifikat aufgelegt

30.03.2007
X-markets by Deutsche Bank

Frankfurt (aktiencheck.de AG) - Wie das X-markets-Team der Deutschen Bank berichtet, hat die Deutsche Bank ein S-BOX-Asien Umwelt-Zertifikat (ISIN DE000DB1UMW8/ WKN DB1UMW) auf den S-BOX Asien Umwelt Peformance-Index aufgelegt.

Ein Drittel der Indexmitglieder sei im Bereich Photovoltaiktechnologie aktiv. Dazu zähle Suntech Power, eine der zehn weltweit größten Solarfirmen.

http://www.zertifikate-check.de/artikel/news-Zertifikate-150…

Bis dann

[volkerg]

Antwort auf Beitrag Nr.: 28.592.594 von asiate am 30.03.07 20:27:53

Ich behalts im Auge!

[asiate]

Hey

hier noch mal was zum hintergrund:

Asien Umwelt Performance Index

Seit Freitag ist der neue „S-Box Asien Umwelt Performance Index“ von der Deutschen Bank als Zertifikat handelbar. (WKN DB1UMW / ISIN DE000A0JZQD6).

http://www.emfis.de/global/global/analysen/beitrag/id/Invest…

Bis dann

[AToy]

Antwort auf Beitrag Nr.: 28.626.330 von asiate am 02.04.07 17:56:22

Hallo,
danke für den Link.
Suntech und Trina Solar sind Teil des Zertifikates,das hört man gern.Da wirds ja bald wieder aufwärts gehen.Schätze der leichte Abwärtstrend hat bald ein Ende und was dann kommt ist wohl jedem klar.
AToy

[Netzero]

Bin mal gespannt, ob das den Kurs auf die Sprünge hilft.

[Netzero]

Hallo
ich glaube jetzt sind die Solarwerte wieder an der Reihe zu steigen.

[Netzero]

es ist sehr ruhig geworden um Suntec.

[Netzero]

Welche Aktie ist besser Trina oder Suntec?
Habe mir einen Optionsschein von Suntec gekauft,
KennNr db295t Basis 40Dollar Laufzeit Mitte Juni2007.

[Netzero]

Hallo
wann kommen die Zahlen von Suntec?

[Snare]

Go West
Auch wenn die Sonne eigentlich im Westen untergeht, sorgt jetzt die US-Regierung für aufgehende Börsenkurse bei Solartiteln in Amerika.

Erst kürzlich gab das US-Ministerium für Energiewirtschaft bekannt, in den nächsten drei Jahren 168 Millionen Dollar in Solarenergie zu investieren. Die einzelnen Projekte werden dabei je zur Hälfte vom Staat sowie den Unternehmen getragen, was bedeutet, dass in Summe weit mehr als 330 Millionen Dollar in die Branche gepumpt werden. Von der Initialzündung profitieren aber nicht nur reine US-Aktien – auch die Papiere vieler, an der Nasdaq gelisteten, chinesischen Solarfirmen reagieren mit steigenden Kursen. Dabei akzeptieren viele Investoren die schon äußerst ambitionierten Bewertungen aufgrund der guten Aussichten am Solarmarkt.

Im Höhenflug
Deutlich zulegen konnte zuletzt auch die Aktionärs-Altempfehlung Suntech Power. Der chinesische Produzent von Solarzellen und -modulen hat seine Umsätze im Geschäftsjahr 2006 um 165 Prozent auf knapp 600 Millionen Dollar gehievt, die Gewinne sogar um 275 Prozent auf 106 Millionen Dollar. Auch das Jahr 2007 dürfte rasant verlaufen. Allein mit der deutschen Conergy wurde ein Modul-Liefervertrag über 270 Millionen Dollar unterzeichnet. Um das Wachstum zu stemmen, hat Suntech jüngst eine Wandelanleihe mit einem Volumen von 500 Millionen Dollar angeboten. Damit soll unter anderem die Produktionskapazität ausgeweitet und die Versorgung mit Rohstoffen gewährleistet werden. Evergreen Solar hat das Geschäftsjahr 2006 wie erwartet negativ abgeschlossen, arbeitet aber weiterhin fleißig am Turnaround, der voraussichtlich 2008 erreicht wird. Trina Solar und JA Solar werden zudem in den Umweltindex Clean Edge aufgenommen, was für vermehrte Aufmerksamkeit bei Institutionellen Investoren sorgen dürfte.

Vier gewinnt
Vom Run auf Solaraktien in den USA dürften alle vier Altempfehlungen profitieren. Suntech Power sollte sich aber durch überdurchschnittlich positive Meldungen von den Konkurrenten abheben.

[Netzero]

Danke Snare
Sehr guter Bericht.

[Netzero]

Habe heute lange überlegt, ob ich Trina oder Suntec kaufe, habe dann Suntec nachgekauft, mal sehen ob die Entscheidung richtig war.

[Netzero]

Hallo
ob wir bis Juli die 30€ erreichen?

[boulefan]

New York (aktiencheck.de AG) - Die Analysten von Cowen & Co stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) unverändert mit "outperform" ein. (16.04.2007/ac/a/u)


Analyse-Datum: 16.04.2007

[Netzero]

Gute Nachrichten
mal sehen wie es heute in USA weitergeht.

[Netzero]

Es geht Richtung Norden bei Suntec, Trina steigt noch besser.

[BarfuSs]

es betrift alle US/CHINA solar aktien....soen,solf und auch spt
.
.
Suntech to Present at Upcoming ConferencesLast update: 4/16/2007 8:30:00 AMWUXI, China, April 16, 2007 /Xinhua-PRNewswire via COMTEX/ -- Suntech Power Holdings Co., Ltd. (STP), one of the world's leading manufacturers of photovoltaic (PV) cells, today announced that management will present at several upcoming conferences.
-- Dr. Zhengrong Shi, Suntech's chairman and CEO, will present at the Committee of 100's Sixteenth Annual Conference on Friday, April 20, 2007, at 2:20pm (Eastern Time) at the Waldorf Astoria in New York. Dr. Shi will also present at the Committee of 100's Power Growth: China's Alternative Energy Sector event on Tuesday, April 24 at 12:00pm (Eastern Time) at the National Press Club in Washington DC. Suntech management will also present at: -- The JPMorgan China Conference 2007 on Wednesday, April 25, 2007 at 3:00pm (Beijing/Hong Kong Time) at the Grand Hyatt Hotel in Beijing. -- The Jefferies and Co. 3rd Global Clean Technology Conference on Wednesday, May 2, 2007 at 11:40am (Eastern Time) at the Mandarin Oriental Hotel in New York. A webcast of this presentation will be available on the ''Investors'' section of the Suntech website: under "Events", or at the following URL: . -- The Goldman Sachs Alternative Energy Conference on Wednesday, May 2, 2007 at 3:15pm (Eastern Time) at the Goldman Sachs Conference Center in New York.About Suntech Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech's majority-owned subsidiary, MSK Corporation is one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech's customers are located in various markets worldwide, including key markets throughout Europe, Japan, China and the United States. For more information, please visit .
For more information, please contact: Steven Chan VP of Business Development Suntech Power Holdings Co., Ltd. Tel: [phone] Email: [e-mail] In the United States: E.E. Wang The Piacente Group, Inc. Tel: [phone] Email: [e-mail] In China: Rory Macpherson Ogilvy Public Relations Worldwide Tel: [phone] Email: [e-mail] Suntech Power Holdings Co., Ltd.
.
.
GruSs BarfuSs

[BarfuSs]

Antwort auf Beitrag Nr.: 28.839.847 von Netzero am 16.04.07 16:57:30

solarfun (solf) noch besser.

[Netzero]

Ich glaube ich habe doch auf das falsche Pferd gesetzt.
Trina +17% Suntec -0,26%

[BarfuSs]

Antwort auf Beitrag Nr.: 28.851.193 von Netzero am 17.04.07 08:34:38

gib mir die symbole bitte
hast du dir auch solf angeshaut???

[Netzero]

Hallo
welche Sympole meinst du, Solf schaut heute auch nicht gut aus.

[234MarkusH]

Noch bin ich in Suntech nicht investiert. Einige Informationen wollte ich mir erstmal erarbeiten. Ich bitte um Rückmeldung, ob jemand darin einen Fehler entdeckt:

156 Mio. Aktien

Jahr 2006
Umsatz 600 Mio. US-Dollar
Gewinn 106 Mio. US-Dollar
Gewinn pro Aktie 0,68 US-Dollar
KGV 52
Produktion 160,1 MW
Jahreskapazität 270 MW

Jahr 2007(e)
Gewinn 100 Mio. US-Dollar
Produktion 280 MW
Jahreskapazität 420 MW

=> Der Umsatz soll stark wachsen, der Gewinn minimal schrumpfen.

Sind meine Informationen richtig?
Habe ich alles richtig verstanden?

Ich bitte um Rückmeldung.

Markus

[Snare]

Antwort auf Beitrag Nr.: 28.874.022 von 234MarkusH am 18.04.07 10:18:42

Ich kann das nur unterschreiben. Nach meinem derzeitigen Kenntnissstand. Mal eine grundsätzliche Frage. Bist du eher Trader
oder einer der lang liegenlässt, vielleicht auch um der Steuer zu entegehen - die ich da ja nicht so erschreckend finde - da Halbeinkünfteverfahren.Oder keins von beiden ...?

[Netzero]

Hallo
Wer kann mir sagen wann Suntec Zahlen bringt, und wo ich die vorbörslichen Kurse in USA sehen kann?

[234MarkusH]

Antwort auf Beitrag Nr.: 28.877.460 von Snare am 18.04.07 13:12:05

Ein bißchen mit Optionsscheinen. Nur zum Spaß.

Gewinnentwicklung und KGV schrecken mich allerdings bei Suntech momentan etws ab.

Bei 34 US Dollar scheint eine Unterstützung zu sein. Sollten außerdem die nächsten Zahlen besser als erwartet sein, vielleicht steige ich dann ein.

Markus

[Netzero]

Seit einigen Wochen tut sich nicht viel bei Suntec, da ist Trina Solar schon besser.

[Netzero]

wie weit sinkt Suntec noch?

[03676]

ML: Suntech Power vor Trinar Solar, beide im S-Box Zerti
Donnerstag 19. April 2007, 07:34 Uhr

EMFIS.COM - RTE

Peking 19.04.07 (emfis.com)
Das US - Investmenthaus Merrill Lynch hat heute die "Wertigkeit" einiger Solarunternehmen aus China umgeschichtet.
So wurde die Aktie von Trina Solar auf "neutral" abgestuft.
Als Top Pick mit einem "buy" Rating wurden dagegen die Suntech Power Hld., ReneSola Ltd. und Motech Industries Inc. genannt.


http://de.biz.yahoo.com/19042007/390/ml-suntech-power-trinar…

[234MarkusH]

Antwort auf Beitrag Nr.: 28.886.265 von Netzero am 18.04.07 20:12:55

Steigender Wettbewerb und Preiskampf, da viele Solarunternehmen ihre Kapazitäten massiv erhöhen und die staatliche Förderung leicht abgebaut wird.

Dieses Jahr kein Gewinnwachstum, trotzdem ein KGV von 52.

Positiv ist der wachsende Umsatz. Aber Suntech muß erstmal zeigen, daß es auch seinen Gewinn vervielfachen kann - bei dem KGV.

Die Umsatzrendite sinkt jedenfalls deutlich.

Markus

[Netzero]

Bin heute raus aus Suntec, was für ein Solarwert ist zu empfehlen.

[03676]

Antwort auf Beitrag Nr.: 28.893.552 von Netzero am 19.04.07 09:30:11

Suntech Power Hld ist zu empfehlen

Als Top Pick mit einem "buy" Rating wurden dagegen die Suntech Power Hld., ReneSola Ltd. und Motech Industries Inc. genannt

Ließ den Artikel den ich vorhin reingesetzt habe - #366 von 03676

[Netzero]

Hallo
die guten News helfen der Aktie auch nicht, sie fällt seit Januar 07. Dagegen sind andere Aktien sehr gut gelaufen, kannst du mir das erklären?

[03676]

Antwort auf Beitrag Nr.: 28.894.944 von Netzero am 19.04.07 10:40:40

Da es zu diesem Wert keine schlechten Nachrichten gibt, denke ich dass der Wert und viele andere gedeckelt werden um günstig ranzukommen.

Seit dem 05.04.2007 hat der Wert ein Kaufsignal generiert. Das RSI-Signal ist im neutralen Bereich.

Seit Januar 2007 ist der Wert von € 26,03 bis zu € 30,19 gestiegen. = 15,98% Steigerung

Das der Wert wieder dort steht wo er am Anfang des Jahres stand hat sicherlich mit meinen o.g. Vermutung zu tun.

[Goldlocke2000]

Antwort auf Beitrag Nr.: 28.895.343 von 03676 am 19.04.07 11:03:40

Suntech hat ein KGV 08 von 22,08, Trina ein KGV von 14. Warum wird Suntech von Merril Lynch auf kaufen gesetzt und Trina Solar auf verkaufen?????

[Netzero]

Hallo
wo ist die nächste Unterstützung bei Suntec

[03676]

Antwort auf Beitrag Nr.: 28.896.070 von Goldlocke2000 am 19.04.07 11:42:34

Trina ist mit einem KGV von 14 gegenüber anderen Solar-Aktien zu teuer. Außerdem ist das RSI-Signal von Trina im Verkaufen Bereich angekommen, damit ist sie schon recht teuer beworden.

[Goldlocke2000]

Antwort auf Beitrag Nr.: 28.897.862 von 03676 am 19.04.07 13:21:53

Ja aber der Durchschnitt der Photovoltaikunternehmen hat in 2008 doch ein KGV von 19 habe ich mal gelesen. Warum ist es dann gerechtfertigt wenn Trina nur 14 hat?

[03676]

Antwort auf Beitrag Nr.: 28.898.193 von Goldlocke2000 am 19.04.07 13:41:30

Gegenüber anderen die unter KGV 14 sind ist das recht teuer im Brachenvergleich.

Daher würde ich auch Trina verkaufen und mir andere Aktien suchen die preiswerter sind - darunter gehört auch Suntec.

Von einem Brachen-Durchschnitt von KGV 19 habe ich nix gehört.

[Netzero]

Hallo
wer kann mir sagen wo ich die vorbörslichen Kurse von Trintech und Suntec in USA sehen kann.
Danke

[Goldlocke2000]

Antwort auf Beitrag Nr.: 28.898.844 von 03676 am 19.04.07 14:20:38

Welches KGV hat den Suntec?

[Netzero]

KGV 32
Heute wieder -3% werde bei 20€ wieder einsteigen.

[03676]

Antwort auf Beitrag Nr.: 28.899.019 von Goldlocke2000 am 19.04.07 14:29:42

hast doch geschrieben: Suntech hat ein KGV 08 von 22,08 -
#372 von Goldlocke2000 19.04.07 11:42:34 Beitrag Nr.: 28.896.070


Habe hier ein EPS: 0,68
und bei
Trintech: - 0,16 - was für mich Negativ ist.

[Netzero]

schaut euch mal die Opptionsscheine von Suntec an.
Call db295t
Put db294t
Alle beide fallen seit ein paar Wochen, der Put hätte steigen müssen da Suntec seit ein paar Wochen fällt.

[03676]

Antwort auf Beitrag Nr.: 28.899.379 von Netzero am 19.04.07 14:43:38

KGV 32 - wo hast du das gesehen ?

[Netzero]

Bei Comdirekt steht KGV 32
Chart sieht auch nicht gut aus bei Suntec.

[2tausend5]

Ein weiterer Schritt von suntech, sich als global player zu positionieren.

Schöne Grüße,
2tausend5


19.04.2007 14:04
Suntech Joins Solar Energy Industries Association

Suntech America President Appointed to Board

WUXI, China and OLNEY, Md., April 19 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that it has joined the Solar Energy Industries Association (SEIA) and that Suntech America President Roger Efird has been appointed to the association's board of directors.

'We have always been committed to building awareness of the viability of solar energy and recognize that these initiatives extend to working broadly with various constituents such as the general public, academic institutions, governmental bodies and non-governmental organizations. We felt that joining SEIA was an important part of this broader initiative to work with our peers to collectively foster progressive and long lasting solar policies and support within the United States,' said Dr. Zhengrong Shi, Suntech's Chairman and CEO. 'We are looking forward to taking an active position on the SEIA board.'

SEIA is the national trade association representing close to 500 companies in the US solar industry. The association is dedicated to focusing the collective strength of the industry on creating economic and political support to foster the growth of the solar industry. As government incentive programs have a large impact on all renewable energy industries, SEIA also works closely with policy makers to shape successful renewable portfolio standards and other key policies.

Dr. Shi also noted that the U.S. solar market, which is already one of Suntech's largest, is likely to grow rapidly as popular support for clean energy grows. 'People and governments worldwide are beginning to recognize the need to look for energy alternatives, and the U.S. is no exception. We will continue to work with public and private organizations in the U.S. to raise the profile of renewable energy and provide cost effective solar solutions.'

Suntech established Suntech America, a wholly owned subsidiary, in August 2006 with the goal of establishing Suntech as a major player in the western hemisphere's alternative energy markets.

[Netzero]

Trina hat es gestern schwer erwischt -12%
bin gespannt wann Suntec an der Reihe ist.

[Netzero]

Heute ist es ruhig geworden um Suntec.

[Netzero]

Meiner Meinung nach sind bei 30 Dollar wieder Einstiegskurse,
vorher nicht.

[Netzero]

wenn das so weiter geht haben wir nächste Woche die 30 Dollar,
und dann kaufen.

[Snare]

Antwort auf Beitrag Nr.: 28.922.412 von Netzero am 20.04.07 17:54:55

Suntech Partners with BASS Electric to Supply 450KW System for San Francisco International Airport

Print article
Refer to a friend
2007-04-23 14:05:18 -



WUXI, China, April 23 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that it has reached an agreement to supply close to 3,000 solar modules for installation in the San Francisco International Airport's (SFIA) new Terminal T3 solar project. The solar modules will be installed by San Francisco based BASS Electric.

''We are delighted to partner with BASS Electric to be the exclusive supplier of solar modules to the San Francisco International Airport, one of the
world's busiest airports, which reflects the momentum of our North American sales initiatives led by Suntech America,'' said Dr. Zhengrong Shi, Suntech's Chairman and CEO. ''Given the strong order bookings and pipeline so far, Suntech is well on the way towards achieving multifold expansion of sales in the United States.''

Mr. Jeff Yee, President of BASS Electric commented, ''This project demanded the PV modules meet a specific set of stringent performance criteria, and Suntech was able to meet or exceed all of them. Using Suntech's products, we will be able to deliver San Francisco International Airport with a highly reliable, cost effective and clean source of energy.''

The 450KW system will cover the approximate area of a football field and will be visible to the public from the SFIA Air Train. The system will also be integrated with a new roof membrane further protecting the building by blocking UV exposure and reducing heating of the roof.

In August of 2006, Suntech established a wholly owned subsidiary, Suntech America, with a mandate to increase public awareness of solar power in North America. Since its founding, Suntech America has been involved in promoting alternative energies by endorsing the Global Roundtable on Climate Change's climate sustainability statement, among other projects.

About BASS Electric

BASS Electric is a San Francisco based company with over 20 years experience in the electrical and solar industries. BASS delivers efficient, effective and economic solutions to their clients. For more information, please visit http://www.basselectric.net/ .

[boulefan]

Chinas Suntech Power mit US-Auftrag / im S-Box Zerti


RTE
Peking 24.04.07 (www.emfis.com)
Das chinesische Unternehmen Suntech Power Holdings Co Ltd teilte mit, dass es aus den USA eine Auftrag zur Installation von 3.000 Solar Modulen auf dem San Francisco International Airport´s erhalten hat.
Diese Module werden im neuem Terminal T3 Solar Projekt integriert und sollen eine Leistung von 450 KW erreichen. Das für das Projekt verantwortliche US - Unternehmen BASS Electric erklärte dazu, dass Suntech Power unter den Bewerbern das einzigste Unternehmen gewesen sei, welches die entsprechenden Anforderungen erfüllte. Finanzielle Details wurden nicht bekannt.


Die Aktie von Suntech Power konnte gestern an der US - Börse mit einem Aufschlag von 2,06 Prozent auf 35,13 US Dollar aus dem Handel gehen.

Das Unternehmen Suntech Power befindet sich in dem Zertifikat auf den S-Box Asien Umwelt Performance Index.

[Netzero]

Antwort auf Beitrag Nr.: 19.340.127 von boulefan am 19.12.05 18:01:13

Ich glaube einen Einstieg zu 30 Dollar werde ich nicht mehr bekommen.

[Netzero]

War das gestern der Ausbruch nach oben, oder nur eine Eintagsfliege?

[AToy]

Hallo,
noch befindet sich die Suntech in einem leichten Abwärtskanal.Ein Ausbruch könnte noch etwas dauern.Warten wir mal den Mai ab,wenn es im Mai keinen grossen Sell off am Gesamtmarkt gibt könnte die Suntech plötzlich anziehen.Das Potenzial nach unten ist bei der guten Nachrichtenlage eher begrenzt.Ähnlich wars bei der Solarfabrik,monatelange gute Nachrichten und nichts passiert und plötzlich gehts seit Ende Jannuar nur noch aufwärts.Wollte schon im Okt.in diese Aktie habe dann aber zu lange gezögert und muss mich nun ärgern.In der Suntech bleibe ich inverstiert bis ich ausgestoppt werde,womit ich nicht rechne,ansonsten bin ich überzeugt das hier 2007 noch der Bär steppt.Nur etwas Geduld.
A-Toy

[boulefan]

Rennt ganz gut...
Chart sieht auch gut aus. Die 40 wird wohl erst mal bremsen.

[Netzero]

Mal sehen was Suntec heute in USA macht.

[Netzero]

Bin mal gespannt ob Suntec diesmal die 40 Dollar knacken kann.

[2tausend5]

Wer 2 Jahre Geduld hat, wird erleben, wie Suntech nicht nur die 40$-Marke knackt, sondern auch die 50$- und 60$-Marke.

Mehr dazu unten.

In der Ruhe liegt die Kraft
2tausend5


27.04.2007 06:01
Research & Markets: PetroChina, Sinopec, CNOOC & SunTech are the Key Players Active in the Chinese Energy Sector

Research and Markets (http://www.researchandmarkets.com/reports/c55155)" target="_blank" rel="nofollow ugc noopener">http://www.researchandmarkets.com/reports/c55155) has announced the addition of China Energy Sector Analysis to their offering.

"China Energy Sector Analysis" provides extensive research and objective analysis of China Energy Industry. This report will help clients to analyze the leading-edge opportunities critical to the success of energy industry in China. Detailed data and analysis will help the potential investors to navigate through the evolving market for energy sources.

China Energy Industry

China energy industry consumption is estimated to reach 1629 Million Tons of oil equivalent in year 2006. Non-fossil fuels, especially coal (it accounted for 69% of the total energy consumption in 2005)&oil (21%), are the major sources for energy in China. With the China's objective to secure energy for future&to look for and embrace clean renewable energy sources is expected to grow at rapid pace.

Key Findings

- Energy efficiency is the major issue for Chinese energy industry. E.g., if national commercial and residential codes are well enforced, they could reduce carbon emissions by 49 Million Tons in 2020, displacing the need for 23 large (1,000-megawatt) coal-fired power plants.

- Natural gas accounted only for 3% of China energy mix in year 2005. For this, Chinese government has see the target of 10% till the year 2010. With limited natural gas reserves, it is expected that to meet set target, China will emerge as big natural gas importer in near future.

- To ensure supply diversity, China aimed to reduce dependence upon oil &gas, which will offer immense opportunities for renewable energy source. Although China's share of renewable energy will rise in future but coal is expected to be the major source for energy in near term.

- In China's biodiesel industry, principal difficulty is the lack of eligible sources of production e.g. China is a net importer (in fact, it is the largest importer in the world) in all the major edible vegetable oils.

- China registered rapid growth in solar cell production. In only 2-3 years (roughly from 2003 to 2005), solar cell production share of the country increased from 1.07% to 8% with respect to the world, only after Japan and Europe. In wind energy, China's abundant inland and offshore wind energy resources provide potential for large-capacity in-grid wind farms.

Key Issues and Facts Analyzed

- What are the opportunities in the China Energy Industry?

- China energy consumption by energy source.

- Why renewable energy sources are important for China?

- Key Drivers&challenges faced by China energy industry.

- Analysis of the major players in the industry.

Key Players Analyzed

This section provides an overview of the key players in the China energy sector such as PetroChina, (Nachrichten) Sinopec, (Nachrichten) CNOOC (Nachrichten)&SunTech. (Nachrichten)

Research Methodology Used

Information Sources

The information has been compiled from authentic and reliable sources like Books, Newspapers, Trade Journals, and White papers, Industry portals, Government Agencies, Trade associations, Monitoring Industry News and developments, and Access to more than 3000 paid databases.

Analysis Method

Methods like Ratio Analysis, Historical Trend Analysis, Linear Regression Analysis using software tools, Judgmental Forecasting and Cause and Effect Analysis have been used in the report for prudent analysis.

Topics Covered
1. Analyst View

2. Research Overview

3. Global Energy Statistics
3.1 Energy Statistics by Region
3.2 Energy Statistics by Source
3.2.1 Petroleum
3.2.2 Coal
3.2.3 Natural Gas
3.2.4 Nuclear Energy

4. China Energy
4.1 Coal
4.2 Petroleum
4.3 Natural Gas
4.4 Photovoltaic Industry
4.5 Wind Industry
4.6 Biofuel
4.6.1 Ethanol
4.6.1.1 Raw Materials for Ethanol Production
4.6.2 Biodiesel
4.6.2.1 Raw Materials for Biodiesel Production

5. China Electricity Supply

6. Industry Analysis
6.1 Renewable Energy Demand Drivers
6.1.1 Continuous Economic Growth
6.1.2 Environmental Policies
6.1.3 Energy Security&Diversity
6.2 Opportunities
6.2.1 Energy Mix - Investing in Solutions
6.2.2 Potential Electricity Demand
6.2.3 Rise in Natural Gas Imports
6.3 Challenges
6.3.1 Carbon Emissions
6.3.2 Energy Efficiency
6.3.3 Competitiveness of Renewable Sources Compared with Coal at
Consumption Level
6.4 Future Outlook (2007-2011)
6.4.1 Energy Consumption will Grow Steadily
6.4.2 China's Oil will Come from Imports
6.4.3 Increasing Importance of Gas

7. Key Players
7.1 PetroChina
7.2 Sinopec
7.3 CNOOC
7.4 SunTech

List of Tables
List of Figures

Companies Mentioned

- PetroChina

- Sinopec

- CNOOC

- SunTech

For more information visit http://www.researchandmarkets.com/reports/c55155

[Snare]

Antwort auf Beitrag Nr.: 29.027.797 von 2tausend5 am 27.04.07 11:39:34

Das hier passt dazu ...

SunEdison Names Suntech as Key Supplier for 8.22-MW Alamosa Photovoltaic Plant

SunEdison Partners with Suntech (NYSE:STP) on Largest U.S. Utility Photovoltaic Plant

ALAMOSA, Colo. & BELTSVILLE, Md.--(BUSINESS WIRE)--SunEdison, the leading solar energy services provider, today announced that it has selected Suntech Power Holdings as key supplier for the 8.22-megawatt Alamosa Photovoltaic Solar Plant.

“Meeting the demands needed for the 8.22 megawatt Alamosa Photovoltaic Solar Plant is critical. The choice of our cornerstone supplier for this project – Suntech – was driven by the stringent selection criteria established by the SunEdison installation teams. It is important to SunEdison that we partner with leading vendors, who help simplify the complexity of solar through the delivery of robust, proven product,” noted Jigar Shah, CEO of SunEdison.

Suntech will provide more than 27,000 solar panels that will generate most of the Alamosa photovoltaic plant’s electricity once the project is completed.

“Suntech is proud to have been chosen by SunEdison to work on this project. We are committed to providing the timely delivery of affordable, quality solar modules to our customers,” noted Roger Efird, President of Suntech America.

SunEdison will build, own and maintain the Alamosa Photovoltaic Plant, which is scheduled for completion in early 2008. Xcel Energy will purchase the solar energy generated by the solar plant. A groundbreaking ceremony at the Alamosa, Colorado site was held on April 23, 2007.

SunEdison is working with local companies and contractors to construct and maintain the plant. In February, the solar energy services provider hired over 40 new employees at a job fair held in Colorado’s San Luis Valley.

SunEdison works with industry leading technology providers in the solar sector. Other vendors on the Alamosa photovoltaic power plant and meeting SunEdison selection requirements are Xantrex (TSX:XTX), supplying power inverters, and Solon AG (FSE:S001), supplying concentrators.

Note to editors: Photos and video of the groundbreaking ceremony and of equipment are available.

[2tausend5]

Einige Informationen zu neuen Technologien in der Photovoltaik, die für mich neu waren.

Vielleicht für einige andere in diesem Thread auch.

Viel Spass beim Lesen.
2tausend5


Energie der Zukunft
Die kleinen Sonnenkönige
von Sascha Rentzing
Kleinste Solarzellen aus Farb- und Kunststoffen wandeln Lichtenergie in Strom um. Die Nanotechnik ist einfach wie günstig - und könnte teuren Siliziumgeneratoren bald Konkurrenz machen. Firmen beginnen mit der Produktion.


Mehr:
http://www.ftd.de/unternehmen/industrie/:Energie%20Zukunft%2…

[Snare]

Der Kursverlauf gibt mir Rätsel auf ..

[Snare]

Antwort auf Beitrag Nr.: 29.078.158 von Snare am 30.04.07 21:42:39

Suntech to Announce First Quarter 2007 Financial Results on May 28, 2007

WUXI, China, May 1 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co.,
Ltd. (NYSE: STP), one of the world's leading manufacturers of photovoltaic
(PV) cells, announced today that it will release its financial results for
the first quarter ended March 31, 2007, before the U.S. market opens on
Monday, May 28, 2007. Suntech management will host a conference call that
day at 8:00a.m., Eastern Time (which corresponds to May 28, 2007 at
8:00p.m., Beijing/Hong Kong time) to discuss the company's results.
To access the conference call, please dial [phone] (for U.S.
callers) or [phone] (for international callers) and ask to be
connected to the Suntech earnings conference call. A live and archived
webcast of the conference call will be available on the Investors section
of Suntech's website at http://www.suntech-power.com .

[Netzero]

Antwort auf Beitrag Nr.: 29.081.235 von Snare am 01.05.07 14:18:12

Immer wieder News bei Suntec, aber der Kurs bendelt seit Monaten,
zwischen 25 und 28 Euro. Ein auf und ab bei dieser Aktie.

[scherge007]

Antwort auf Beitrag Nr.: 29.064.111 von 2tausend5 am 29.04.07 20:33:18

für mich sieht es eher so aus als ob sich institutionelle behutsam und kurspflegend einkaufen

ähnelt dem UTDI chart
jedoch läuft dort ein aktienrückkaufprogramm von daher nicht ganz zu vergleichen, in bezug auf die kurspflege wahrscheinlich zutrefffend.

wenn man die zeit hat, kauft mich sich mE nicht aggressiv ein

[Netzero]

Antwort auf Beitrag Nr.: 29.103.176 von scherge007 am 02.05.07 21:42:54

Sicherlich geht es heute wieder abwärts in USA, wenn man sich den Chart anschaut.

[Netzero]

Heute geht es wieder bergab mit Suntec, wer kann mir sagen wann bei Suntec Zahlen kommen.
Danke

[Netzero]

Heute könnte es in USA wieder ein halbes Prozent aufwärts gehen,
seit Januar geht es zwischen 25 und 28 Euro hin und her. Habe heute meine letzten Aktien von Suntec verkauft, dafür kaufe ich mir Wacker Aktien.Schaut euch mal den Dax seit Januar an, und vergleicht in mit Suntec, der Chart sagt alles.

[AToy]

Antwort auf Beitrag Nr.: 29.210.881 von Netzero am 08.05.07 13:31:05

Hallo,warum die Suntech verlassen wenn der Kursverlauf wieder nach oben zeigt.Die Wacker Chemie ist sicherlich auch ein sehr solider Wert,hat aber schon eine Verdoppelung seit letztem Jahr,bin bei Dax&Co.etwas vorsichtig da hier schon viel gen Norden gelaufen ist.Der Chinesische Markt ist mit Sicherheit sehr Risikoreich,trotzdem sollte man der Suntech eine Chance geben,da sie sich langfristig in dem weltweiten Boommarkt Nr.1 der nächsten 10 Jahre hervorragend positioniert hat.Etwas Geduld und wir werden die Suntech Aktionäre an ihrem breiten Grinsen erkennen.
AToy

[Netzero]

Hallo
vergleiche Suntec mit anderen Solartitel z.B. Trina, da hat Suntec seit Januar den Zug verpasst.

[Netzero]

Bis jetzt bin ich mit Wacker Chemie besser gefahren, als mit Suntec die letzten Wochen, und ich glaube das es heute in USA wieder abwärts geht mit Suntec.

[Netzero]

Jetzt geht es wieder Richtung 25 Euro, seit Januar immer daselbe
hoch bis 28 oder 29 Euro, dann wieder runter bis 25.
Da gibt es aber bessere Aktien.

[2tausend5]

Ein Gruß an alle, die nach der Maxime "In der Ruhe liegt die Kraft" investieren.

Eine Ermunterung an die "Zappelphilippe": der Langzeittrend stimmt, auch wenns mal ein paar Monate im Seitwärtsgang geht.


Der in dieser Meldung angesprochene Geschäftsbereich der gebäudeintegrierte Photovoltaik ist aus meiner Sicht eine neue Stufe in der großen Entwicklung zur Nutzung der Solarenergie, da es nicht mehr nur um die Produktion und Aufstellung großer Mengen standardisierter Solar-Produkte geht, sondern um kundenangepaßte Lösungen, die bei entsprechender Entwicklungs- und Vertriebskompetenz m.E. höhere Margen erlauben als Produkte auf Massenmärkten.

Irgendwann gibts dann auch die Solarzellen im Hemdkragen, die Uhren, Handys etc. mit Strom versorgen.

Ich grüße,
2tausend5


15.05.2007 09:08

HUGIN NEWS/Open Energy und Suntech America unterzeichnen Absichtserklärung für strategische Zusammenarbeit zur Herstellung und Vermarktung von BIPV-Produkten


SOLANA BEACH, CA und WUXI, CHINA -- (MARKET WIRE) -- May 15, 2007 -- Open Energy Corp. (ISIN: US6837071033 / WKN: A0JNEA) und Suntech Power Holdings Co., (Nachrichten) Ltd. (NYSE: STP), einer der weltweit führenden Hersteller von Photovoltaik-Zellen und -Modulen, gaben heute die Unterzeichnung einer Absichtserklärung bekannt, in deren Rahmen umfassende Initiativen zur Absatzsteigerung von BIPV-Produkten (Building Integrated Photovoltaic Products) der beiden Firmen durchgeführt werden sollen. Suntech wird dabei eine kosteneffiziente und hochwertige Fertigung der SolarSave(R) PV-Dachziegel von Open Energy anbieten. Die Unternehmen werden die umfassenden BIPV-Produktportfolios des jeweils anderen Unternehmens auf dem nordamerikanischen Markt vertreiben. Im Rahmen der strategischen Zusammenarbeit wird Suntech zudem das Recht eingeräumt, bis zu 5% der ausstehenden Aktien von Open Energy zu erwerben.

David Saltman, CEO von Open Energy, erklärte: "Diese Allianz mit Suntech hat eine enorme strategische Bedeutung für unser Unternehmen. Suntech ist in der Massenfertigung hochwertiger Photovoltaik-Produkte engagiert und in unseren Treffen mit dem Vorstandsvorsitzenden und CEO, Dr. Zhengrong Shi, und den Produktions- und Entwicklungsfachkräften von Suntech konnten wir uns davon überzeugen, dass Suntech für uns der ideale Partner für die Fertigung der SolarSave(R)-Ziegel in China ist. Wir können damit unser Absatzvolumen und zugleich die Gewinnmargen erhöhen. Dank dieser Vereinbarung können wir unsere Produkte zu konkurrenzfähigen Preisen anbieten und Open Energy als innovativen Entwickler und aggressiven Vermarkter von Solarenergie-Lösungen in Nordamerika positionieren. Zudem kann Suntech durch die Übernahme von MSK in Japan nun auch seine Expertise bei architektonisch genutzten PV-Gläsern erweitern, einer Produktgruppe, die bei Entwicklern in den USA zunehmend Interesse findet. Außerdem erhält Suntech dadurch umfassende Unterstützung bei der Entwicklung von BIPV-Projekten. Und natürlich freuen wir uns besonders, Suntech in Zukunft als strategisch wichtigen Aktionär begrüßen zu können."

Len May, Vice President von Suntech America für den Bereich Geschäftsentwicklung, begrüßte ebenfalls die neue Firmenallianz: "Die Vereinbarung ist ein wichtiger Schritt nach vorne und belegt die Synergieeffekte durch die Übernahme von MSK Corporation, da dadurch die Produktionsstärken von Suntech mit den Stärken von MSK bei hochwertigen und innovativen BIPV-Lösungen kombiniert werden können. Wir sind davon überzeugt, dass diese Vertriebsallianz mit Open Energy unsere Wachstumsdynamik, die wir seit der Übernahme von MSK mit seinen BIPV-Produkten und seiner Entwicklungskompetenz eingeleitet haben, noch weiter forcieren wird. Wir werden damit den Leistungs- und Projektanforderungen des schnell wachsenden Markts für BIPV-Produkten in Amerika, Asien, Europa und anderen Regionen noch besser gerecht. Wir beabsichtigen zudem, mit Open Energy gemeinsame Entwicklungsprojekte für innovative BIPV-Produkte der nächsten Generation durchzuführen. Wir freuen uns auch über die Zusage zum Kauf von Aktien unseres neuen Partners Open Energy, der unserer Einschätzung nach in eine positive Zukunft blicken kann, vor allem weil wir mit unseren BIPV-Projekten gemeinsam expandieren können."

Die in der Absichtserklärung erwähnten Transaktionen unterliegen der Ausführung der endgültigen Vereinbarungen, die laut aktuellem Stand bis Ende Juni 2007 ausgefertigt werden sollen.

Über Open Energy

Open Energy Corporation (Nachrichten) (ISIN: US6837071033 / WKN: A0JNEA) ist ein Unternehmen im Bereich erneuerbarer Energien mit Schwerpunkt auf der Entwicklung und weltweiten Vermarktung von Technologien zur risikoarmen und wettbewerbsfähigen Erzeugung von Elektrizität, Frischwasser und verwandten Grundversorgungsgütern. Open Energy bietet gebäudeintegrierte photovoltaische (PV) Dachbaumaterialien für gewerbliche und industrielle Gebäude sowie für den Markt für Eigenheime. Vermarktet unter dem Handelsnamen SolarSave® umfasst die Produktreihe Bedachungsschichten, Dachziegel, kundenspezifische PV-Baugläser und Systemkomponenten, wie Inverter, Combiner und Zubehör. Das Unternehmen besitzt auch eine exklusive, weltweite Lizenz für eine Solarwärmetechnologie unter dem Namen SunCone(TM) CSP (Concentrating Solar Power), die sich derzeit in Entwicklung befindet, um Elektrizität und Trinkwasser zu erzeugen. Unternehmensziel ist die Verbesserung der Lebensqualität durch Nutzbarmachung der Sonnenenergie. Weiterführende Information zur Open Energy Corporation finden Sie unter www.openenergycorp.com.

Über Suntech und Suntech America

Suntech Power Holdings Co., Ltd. zählt hinsichtlich seiner Produktionsmenge und der Leistungsfähigkeit seiner Solarmodule und Solarzellen zu den weltweit führenden Solarenergie-Unternehmen. Suntech bietet Sonnenenergielösungen für eine grüne Zukunft. Suntech entwickelt, produziert und vertreibt eine Vielzahl von hochwertigen, kosteneffizienten und umweltfreundlichen PV-Zellen und Module zur Stromgewinnung in Privatheimen und kommerziellen und Industrieanlagen sowie für öffentliche Versorgungsunternehmen. Die MSK Corporation, eine Tochtergesellschaft im Mehrheitsbesitz von Suntech, gehört zu den führenden Firmen in der Branche für BIPV-Technologie (Building-Integrated-Photovoltaics). Die internationalen Kunden von Suntech befinden sich in Schlüsselmärkten in Europa, Japan, China und in den USA. Weiterführende Information finden Sie unter http://www.suntech-power.com.

Suntech America Inc. ist eine hundertprozentige Tochtergesellschaft der Suntech Power Holdings Co., Ltd. Suntech America wurde im August 2006 in Delaware gegründet und engagiert sich für den Umweltschutz in den USA durch den Einsatz von umweltfreundlichen Suntech-Solarmodulen und Solarzellen.

Safe-Harbor-Erklärung bezüglich zukunftsorientierter Aussagen

Abgesehen von Aussagen, die historische Fakten wiedergeben, enthält die hier bereitgestellte Information zukunftsorientierte Aussagen im Sinne des Private Securities Litigation Reform Act aus dem Jahre 1995. Derartige zukunftsorientierte Aussagen beinhalten bekannte und unbekannte Risiken, Unsicherheiten und andere Faktoren, die dazu führen können, dass die tatsächlichen Ergebnisse oder Leistungen von Open Energy oder Suntech deutlich von den Ergebnissen und Leistungen abweichen, die ausdrücklich oder implizit in den zukunftsorientierten Aussagen enthalten sind. Zu diesen Faktoren gehören die allgemeinen Wirtschafts- und Geschäftsbedingungen, die Nachfrage der Kunden nach seinen Produkten, die Ausführung endgültiger Vereinbarungen zu den in dieser Pressemitteilung beschriebenen Transaktionen, die Fähigkeit der Vertragsparteien, die definitiven Vereinbarungen umzusetzen, die Fähigkeit der Vertragsparteien, die Produktion je nach Auftragslage zu erweitern, und andere Faktoren, die sich der Kontrolle durch Open Energy oder Suntech entziehen. Weder Open Energy noch Suntech sind - mit Ausnahme des gesetzlich vorgesehenen Ausmaßes - verpflichtet, die zukunftsorientierten Aussagen aufgrund neuer Information, künftiger Ereignisse oder anderer Anlässe zu aktualisieren.

KONTAKT:

Open Energy Corporation
Investorbeziehungen
Boundary Point Investor Relations
Brad Long
Tel.: [phone]
[e-mail]

Public Relations
Open Energy Corporation
Songul Atacan
Tel.: [phone]
[e-mail]

KONTAKT:
Suntech Power Holdings
Investorbeziehungen
In den USA:
Sanjay Hurry
Vice President
The Piacente Group, Inc.
Tel.: [phone]
[e-mail]

In China:
Rory Macpherson
Berater
Ogilvy Public Relations Worldwide
Tel.: [phone]
[e-mail]

=-- Ende der Mitteilung ---

Open Energy Corporation 514 Via de la Valle, Suite 200 Solana Beach, California 92075

WKN: A0JNEA; ISIN: US6837071033; Notiert: Freiverkehr in Bayerische Börse München, Freiverkehr in Frankfurter Wertpapierbörse, Freiverkehr in Börse Berlin Bremen;

http://www.openenergycorp.com/ Copyright © Hugin ASA . All rights reserved.

(END) Dow Jones Newswires

May 15, 2007 02:01 ET (06:01 GMT)

[AToy]

Antwort auf Beitrag Nr.: 29.322.984 von 2tausend5 am 15.05.07 12:35:51

Hallo,
Zappelphilippe echt genial.
Atoy

[2tausend5]

Die Chinesen kommen. Mal sehen, wann sie die Sonne kaufen.

Jedenfalls baut die chinesische Solarindustrie schnell und entschieden weltweite Strukturen auf, die ihnen m.E in 5-10 Jahren die Marktführerschaft bringen könnte.

Da dürfte man Suntechnisch nicht falsch liegen.

O sole mio!
2tausend5


EMFIS
Chinesischer Solarzellen-Produzent geht an die NYSE
Freitag 18. Mai 2007, 10:34 Uhr

EMFIS.COM - RTE

Peking 18.05.07 (www.emfis.com) Der chinesische Solarzellen-Produzent LDK Solar Hi-Tech will an der New York Stock Exchange mindestens 400 Millionen Dollar einsammeln. Wie das Unternehmen mitteilte, sei die Emission von 17 Millionen Titeln zu einem Stückpreis von 25 bis 27 Dollar geplant. Handelsbeginn sei voraussichtlich der 1. Juni dieses Jahres.

LDK Solar Hi-Tech hat im vergangenen Jahr laut der South China Morning Post Solarzellen mit einer installierten Leistung von 100 Megawatt hergestellt. Der Konzern will seinen Ausstoß bis zum Ende dieses Jahrzehnts verzehnfachen.

[2tausend5]

Es geht weiter: es baut sich was auf, schön langsam, das kommt gut.

Gute Nacht, guten Tag
2tausend5



23.05.2007 14:28
Suntech Starts Construction of Shanghai Thin Film R&D and Manufacturing Plant

WUXI, China, May 23 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, recently announced that it has begun construction on a thin film R&D and manufacturing facility in Caohejing Hi-tech Park in Shanghai, China. The first phase of the new plant is expected to begin operation in 2008 reaching 50MW of thin film solar cell production capacity in 2009.

Suntech's thin film module production will be based on technology that deposits amorphous and micro-crystalline silicon thin film on glass substrate. The product will use less than 2% of the silicon required to manufacture equivalent crystalline silicon PV products. Suntech currently projects that the thin film modules will have a solar conversion efficiency of 6% to 9% and an initial production cost of approximately $1.20 per watt (based on 6% solar conversion efficiency), which is forecasted to continue to decline as both production scale and conversion efficiencies increase. The thin film modules will be nearly 6 square meters in size, which would make the balance of system installation costs of Suntech's thin film solution significantly lower than other PV solutions.

"After having acquired MSK, one of the industry leaders in the building integrated photovoltaic products (BIPV) space, we were very pleased to see that there is both a strong and long term global sales market for these products, especially thin film PV modules. We anticipate many complementary sales opportunities to our traditional PV product customer base. We plan to combine our thin film product with MSK's BIPV product thereby capturing a greater portion of the PV value chain in a higher margin, higher ASP and higher value added product segment," said Dr. Zhengrong Shi Suntech's Chairman and CEO.

"We believe that Suntech is uniquely positioned to take advantage of this long term sales opportunity not only because of MSK's leading BIPV capabilities, but also as we have significant thin film expertise among our senior management and R&D team. In fact, a majority of our executive officers, including myself, have had long and substantive experience in thin film product research and development. Our new facility's proximity to Shanghai will also help us continue to attract highly qualified personnel and put Suntech in an excellent position to further promote solar solutions in the regions that we serve," continued Dr. Shi.

"While BIPV is currently a relatively small segment of the overall solar market, it is one which we expect will grow rapidly in the coming years," added Dr. Shi. "Low projected production costs, which are projected to continue to fall from a very low base, when combined with growing residential and commercial demand for our leading BIPV solutions will help make our products very competitive in this space."

Suntech is already an established global leader in the building integrated photovoltaic products (BIPV) space through its 2006 acquisition of Japan's MSK Corporation. In addition, many senior members of Suntech's R&D team and its officers have significant expertise in the thin film field. Dr. Shi was a senior research scientist and the leader of the Thin Film Solar Cells Research Group in the Centre of Excellence for Photovoltaic Engineering at the University of New South Wales in Australia and holds multiple patents in thin film technology. Prior to founding Suntech, Dr. Shi and various of Suntech's key officers and researchers were employed at an Australian PV company engaged in the commercialization of next-generation crystalline silicon thin film technology.

Suntech recent letter of intent with U.S.-based Open Energy to further BIPV initiatives is intended to expand BIPV sales of each company which will be furthered by Suntech's thin film initiatives. As part of the collaboration, Suntech will manufacture Open Energy's SolarSave(R) PV Tiles and jointly promote BIPV products in the North American market.

[meinolf67]

Zahlen sind da:

WUXI, China, May 29 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP - News), one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced first quarter 2007 financial results.

First Quarter 2007 Highlights
-- Exceeding guidance, total net revenues grew 174.5% year-over-year to
$246.7 million, and total production output grew 138.2% year-over-year
to 64.7MW.
-- On a non-GAAP basis(1), Suntech group's operating income was $33.8
million and net income was $32.7 million. Excluding the impact of MSK,
which discontinued its Japan-based production in the first quarter,
operating income was $37.6 million and net income was $35.9 million or
$0.22 per diluted American Depository Share (ADS). Each ADS represents
one ordinary share.
-- Suntech group's blended non-GAAP gross margin was 19.9% or 22.5%
excluding MSK. Margins were impacted primarily by slower than expected
delivery of lower priced wafers from long-term contract wafer suppliers.
As wafer delivery is now back on track the Company believes there will
be a positive impact on gross margins in the rest of 2007.
-- Annualized PV cell production capacity expanded faster than originally
anticipated, growing from 270MW to 360MW during the first quarter.
Having already secured ample wafers to meet expanded output capacity,
Suntech has raised its full year projected 2007 production output for
the second time from 250MW to 325MW. 2007 year-end production capacity
has also been raised a second time from 390MW to 480MW.

''We experienced exceptionally strong demand for our PV modules due to high customer satisfaction and a strong reputation for reliably delivering large volumes of superior quality and performance products on schedule. The demand for our products has never been stronger and we already have firm purchase contracts in place for our entire 2007 projected output, which is notable given that this volume is more than double our 2006 output. In fact, we are already receiving purchase orders for 2008,'' said Dr. Zhengrong Shi, Suntech's Chairman and CEO.

''In order to capture ever increasing sales opportunities, we are exploring all options to bring forward plans to reach our goal of one gigawatt production capacity in 2010,'' added Dr. Shi. ''In the first quarter, we accelerated the installation of three 30MW production lines at our Luoyang facility, and ramped these lines to full operating capacity in April, several months ahead of schedule.''

Commenting on Suntech's silicon supply, Dr. Shi noted, ''We have secured all the silicon we need for our projected 2007 output. Depending upon the source of silicon supplier, our core wafer to module business non-GAAP gross margin ranges from a high of 35%, when produced with wafers from long-term, fixed price contracts, to a low of around 20%, when produced with wafers from contracts with spot-market pricing."

Dr. Shi continued, ''Our margins were impacted in the quarter by the need to purchase more wafers with spot market pricing to meet the high demand for our product and compensate for slower than expected delivery from our long- term supply arrangements. The temporary delay in shipments from our long-term wafer suppliers has been resolved and shipments are currently back on track. We believe we are on course with our prior guidance for margin improvement beginning in the second quarter of 2007.''

Recent Business Highlights
-- In its key sales geographies, Suntech's sales continue to outpace
market growth. In particular, sales volumes have grown measurably in
Spain, where the Company shipped 27MW in the first quarter of 2007,
similar to shipment volumes in Germany.
-- Recent project wins highlight Suntech's increasing traction in the
North American market. Suntech was selected by Sun Edison as the
cornerstone supplier for the 8.2MW Alamosa Central Solar Plant in
Colorado -- one of the largest North American solar power plants.
Suntech is also collaborating with BASS Electric to supply a 450KW PV
system to the San Francisco International Airport's new Terminal T3
solar project.
-- The Company has increased its BIPV sales and marketing activities
especially in North America demonstrated by its letter of intent with
Open Energy Corp. this month. Suntech intends to provide cost effective
and high quality production of their SolarSave® PV Tiles and explore
broad initiatives to expand BIPV product sales within the North
American market.
-- The Company has recently won multiple projects totaling 5MW in South
Korea demonstrating the growing strength of its Asia-based sales
outside of China. The market size for solar products in South Korea was
18MW in 2006 according to Solarbuzz.
-- The Company is on track with a key step in its move towards
multi-gigawatt manufacturing with the construction of its new facility
in Wuxi, China. The 540,000 square foot, 1GW capacity plant is
scheduled to begin installation of new PV cell production lines in June
2007.
-- Suntech's innovative 20% conversion efficiency PV cell, based on its
new low cost ''Pluto'' technology platform, is ahead of schedule
achieving over 18% conversion efficiency in pilot production
successfully validating the commercial feasibility of this technology
in comparison to conventional PV cell technology.
-- To address the growing market for thin film and BIPV products, Suntech
recently began construction on a thin film R&D and manufacturing
facility in Shanghai. The initial phase with 50MW of capacity is
expected to begin operation by the middle of 2008. Suntech projects an
average production cost of $1.20 per watt and conversion efficiency of
6% to 9%. The thin film modules will be nearly 6 square meters in size
contributing to a balance of system installation cost for Suntech's
thin film solution that it believes will be significantly lower than
other PV solutions.
-- MSK's third-party PV cell to module business was halted during the
quarter. Production has since started in Suntech's Wuxi facilities and
has now become an integral and profitable part of Suntech's operations,
providing Suntech with additional capacity to meet the increasing
demand for Suntech's products with nearly no incremental operating
expenses. During the first quarter, Suntech also successfully
established BIPV production lines at its Wuxi facility.

First Quarter 2007 Results

Selected highlights of the Company's first quarter 2007 results are set forth below and should be read together with the detailed financial statements at the end of this release.

Breakdown of First Quarter 2007 Key Results

Net % of Net Non-GAAP Non-GAAP
Revenues Revenues Gross Profit Gross
(in $ millions) (in $ millions) Margin
(%)
Standard PV Modules $244.1 99.0% $48.9 20.0%
- Wafer to Modules 225.2 91.3 50.9 22.6
- Cell to Modules 18.9 7.7 (2.0) (10.3)
Others 2.6 1.0 0.3 10.9
Total (consolidated) $246.7 100% $49.2 19.9%
Total (excluding MSK) $227.8 -- $51.2 22.5%


On a GAAP basis, gross profit was $47.0 million and gross margin was 19.0%, operating income was $26.8 million and net income was $26.1 million or $0.16 per diluted ADS.

Non-GAAP operating expenses in the first quarter of 2007 were $15.4 million and accounted for 6.2% of net revenues. This decline from 6.9% of net revenues in the prior quarter was primarily due to a combination of the Company's rapidly expanding sales and an increased emphasis on expense controls.

Non-GAAP income from operations for the first quarter of 2007 was $33.8 million and non-GAAP operating margin was 13.7%. The decrease in operating margin was mainly attributable to the decrease in gross profit margin partially offset by the reduced operating expenses as a percentage of total revenues.

Non-GAAP net income attributable to holders of ordinary shares for the first quarter of 2007 was $32.7 million, or $0.20 per non-GAAP diluted ADS.

In the first quarter of 2007, capital expenditures, which were primarily related to production capacity expansion, were $26.9 million and depreciation and amortization expenses were $4.6 million.

During the quarter, the total number of diluted ADSs outstanding increased by 5.0% from 156.3 million to 164.1 million, primarily due to an increase of 5.5 million ADSs on an ''as converted'' basis. The 5.5 million ADSs represent a portion of the 10.3 million ADSs that may be issued in the future as a result of the February 2007 convertible bond offering of $500 million.

The negative impact on the Company's results created by MSK's high cost production has been significantly reduced as its Japan-based production was halted during the quarter and replaced by Suntech's China-based production. As a result, the third-party PV cell to module business produced in China is currently profitable. Suntech's results for the first quarter of 2007 excluding MSK were: non-GAAP operating expenses as percentage of net revenues of 6.0%, non-GAAP income from operations of $37.6 million and non-GAAP operating margin of 16.5%, and non-GAAP net income of $35.9 million. While MSK contributed to a loss of $3.2 million for the quarter, the Company will continue to restructure and divest non-core assets at MSK, which will likely result in restructuring expenses and other accounting charges in the future.

Outlook for Second Quarter and Full Year 2007

Based on current operating and other conditions, Suntech expects its second quarter 2007 total production output to be in the estimated range of 76MW to 78MW.

As a result of the faster than projected ramp of new cell production lines and additional third party cell to module capacity, Suntech has increased its total PV production output target for 2007 to 325MW. The Company is also increasing its end of year projected capacity by two production lines to 480MW.

Suntech expects capital expenditures for the full year 2007 to be in the estimated range of $100 million to $120 million, largely to be used to achieve its goals of expanding its capacity and building its thin film facility.

Conference Call Information

[BarfuSs]

Antwort auf Beitrag Nr.: 29.522.288 von meinolf67 am 29.05.07 12:36:42

das teil geht heute UP!!
RT in FRA 26,99€
und gleich kommen die amis

[BarfuSs]

Antwort auf Beitrag Nr.: 29.523.833 von BarfuSs am 29.05.07 14:15:22

USA, RT 36,70 = +4,06% Vol. 23.500 (vorbörslich)

[zinsschraube]

N 24:Ein China-Crash hat schon begonnen bzw.steht unmittelbar bevor.Es hat an der Börse in Shanghai schon mit kräftige Kursverlusten angefangen,aber kurzfristig gesehen,wird sich dem kaum ein asiatischer Wert aus China entziehen können.

Kurz bis mittelfristig geht es höchstwahrscheinlich abwärts und es droht ein Absturz bis an die 18,- bis 20 Euro.Langfristig geshen,bin ich von dem Wert und der Story absolut überzeugt.Auf eine Sicht von ein bis zwei Jahren gesehen.
In den nächsten Wcohen und Monaten drohen Kursverluste bis an die 20,-Euro und eine längere Seitwärtsbewegung mit Abwärtstendenz über mehrere Monate hinweg und kaum Umsätzen,mindestens bis in den Herbst oder längerbis Frühjahr nächsten Jahres.Aber auf Sicht von zwei Jahren sicher ein lohnenswertes,interessantes Investment.
Ich werde bei etwas niedrigeren kursen einkaufen bzw.nachkaufen für meine Langfristige Anlage (Anlageziel:drei Jahre).Leider ist der Wert so markteng und hat oft so wenige Umsätze(fehlede Liquidität an deutschen bzw.US-Börsen),das ein ein-und Ausstrieg oftmals schwierig ist.Das ist bei China-Titeln oftmals so.Noch gilt es auf alle Fälle abzuwarten,da die Entwicklung in China noch nicht vorhersehbar ist.In zwei bis drei Jahren stehen wir sicher bei mindestens dreißig Euro oder mehr.

[JoergP]

In der Tagesschau kam vorhin die Meldung, dass in China über Nacht eine "Spekulationssteuer"(?) von 0,1% auf 0,3% verdreifacht wurde, als politische Massnahme um den überhitzten Markt etwas zu dämpfen...
Das sollte eigentlich eher zu einer Stagnation/Seitwärtsbewegung und nicht zu einem länger anhaltenden Kursrutsch führen, oder?

[Devjo]

Antwort auf Beitrag Nr.: 29.546.758 von JoergP am 30.05.07 21:06:07

Ich glaube nicht an fallende Kurse in China. Habe letztens erst gelesen das jeden Tag 1,5 Mio neue Depots entstehen und ein Ende des Booms noch nicht abzusehen ist. Solange Kleinanleger das Risiko nicht sehen und ungeheure Mengen Geld in den Kreislauf pumpen wird es weiter "up" gehen, auch wenn ein durchschnittlicher KGV von 40 schon sehr ambitioniert ist.
Meiner Meinung nach wird es noch 2-4 Monat so weiter laufen, aber zur Absicherung habe ich mich mir ein Short Zertifikat zugelegt..... gemeinsam mit einem SL dürfte man damit relativ auf der Sicheren Seite sein, wir werden sehen.
Die Anhebung der Steuer alleine bringt glaube ich nicht den gewünschten Effekt.

[Xutimch]

Antwort auf Beitrag Nr.: 29.546.427 von zinsschraube am 30.05.07 20:41:55

keine ahnung was der "zinsschraube" hier treibt, aber gezielt versucht er bei allen China-aktien schlechte Stimmungen zu verbreiten

siehe http://www.wallstreet-online.de/informer/community/thread.ht…

[Devjo]

Antwort auf Beitrag Nr.: 29.568.911 von Xutimch am 01.06.07 10:16:25

Momentan sind China Aktien stark überwertet, dass ist schon richtig und auch das eine Blase entsteht, diese wird auch platzen, aber im Moment kann man m.M.n. überhaupt noch nicht absehen wann sie platzt, da im Moment gerade erst viele Privatanleger die Börse für sich entdecken und erst anfangen Aktien zu kaufen. Normalerweise ist dies ein Zeichen dafür das man sich allmählich Gedanken über einen Ausstieg machen sollte, allerdings (wenn ich richtig informiert bin) ist davon im wesentlichen der B-Index betroffen (nur für Chinesen handelbare Aktien), sollte es dort runter gehen werden sich auch andere Werte dem nciht entziehen können, soweit schon richtig, allerdings muss man das ganze differenzierter sehen, den ein "Explosion" gabe es bei Suntech noch nicht und wenn man die Entwicklung anschaut, wäre ein Absturz auch Fundamental nicht gerechtfertigt, sollte er trotzdem kommen, freue ich mich über günstige Nachkaufkurse und werde weiter aufstocken, den ein Wachtstumfeld, wie die Energiebranche in einem derart boomenden Markt wie China ....... lässt sehr viel Phantasie zu!

[AToy]

Hallo,
35% mehr Nettogewinn im 1.Quartal gegenüber dem Vorjahresquartal,
147% Umsatzplus,
permanente Steigerung der Produktionskapazitäten und das in Rekordzeit.Das sind Fakten die wohl für sich sprechen.
Sollte in China tatsächlich demnächst eine Blase platzen so wären hauptsächlich Unternehmen betroffen mit hohem KGV,und besonders solche ohne Gewinn.Da das Wachstum in China wohl nicht mehr zu stoppen ist,wird das liquide Kapital dann sicher in Chinesische Blue Chips umgeschichtet oder in Wachstumstitel die bereits Gewinn schreiben und sich zu Konzernen entwickeln.Die Suntech wäre vom platzen der Blase anfänglich vieleicht in leichtem Umfang mitbetroffen,wäre dann aber schlussendlich auf der Gewinnerseite.Dieses Umschichten könnte in den kommenden Monaten auch schleichend vonstatten gehn.Einen längeren Ausverkauf wie nach dem platzen der Internetblase 2000 halte ich für den Chinesischen Markt für völlig abwegig.Die Menschen in China beginnen zu konsumieren und werden in kürzester Zeit versuchen Westliches Niveau zu erreichen.Dieser Boom hat erst begonnen.Eine Abkehr zu alten Gewohnheiten wie im Kommunissmus wäre in China nur noch mit militärischer Gewalt durchsetzbar.
AToy

[zinsschraube]

charttechnisch gesehen stehen die Zeichen alle auf bearisch und es bahnt sich ein stärkerer größerer Kursrückgang auf 20 Euro an.Sollte es in Asien zu einer sehr großen Korrektur bzw.Crash kommen,sind kurzfristig für eine gewisse Zeit auch Kurse deutlich darunter möglich von 18 Euro.Dort würde der Kurs dann längere Zeit einige Monate erstmal seitwärts tendieren mit abwärtsgerichteter Tendenz und ohne Umsätze.Jetzt geht es aber erst mal einige Euro in den nächsten Tagen runter.
Asientitel korrigieren jetzt erstmal ganz kräftig in der nächsten Zeit.Es droht Kursrückgang und dann eine Seitwärtsbewegung ohne relevante Umsätze in den nächsten Monaten.Das könnte voraussichtlich bis Frühjahr oder Sommer nächsten Jahres andauern.
In ganz Asien korrigiert man jetzt erstmal kräftig.Kein Wert wird sich nachhaltig einem größeren Einbruch oder Crash in der Region Asien und China widersetzen können.

[zinsschraube]

Alleine vom Chartbild sehr vieler China-Aktien steht ein Crash in China uns allen unmittelbar bevor.So wie es auch die Medien schon lange prophezeit haben.Das scheint den Charts nach inzwischen ganz offensichtlich zu sein.Sie zeigen sehr deutlcih ein baldiges Platzen der China-Blase.Dann ist es egal ob und wie gut eine Aktie ist.Dann geht es in China ganz stark abwärts.

[AToy]

Hallo,
das in China die Kurse einbrechen das wollen viele schlaue Leute,besonders die,die noch nicht in China investiert sind aber erkannt haben welche Jahrhundertchance China bietet.Ein Crash lässt sich aber genausowenig herbeireden wie eine Hausse.Der Markt hat seine eigenen Gesetze und so manchmal muss man erfahren das es anders kommt als es alle erwarten.
Solange in China nicht ein Ende des Wirtschaftswachstums in Sicht ist,wird es sicherlich immer wieder zu Korrekturen kommen,vieleicht platzt auch mal eine Blase,aber die Aufwärtsdynamik wird sehr schnell wieder einsetzen.
Man muss sich das nur einmal vorstellen,1 Milliarde Chinesen wollen mit einem schicken Handy telephonieren,wollen komfortabel Automobil fahren,am besten eine Karosse aus Germany,kurzgesagt sie wollen das selbe tun wie wir und sie sind bereits auf dem besten Weg dorthin.
Wenn Greenspan hustet,bekommt die Börse einen Schnupfen,so sagte man währent seiner Amtszeit,bin gespannt ob das auch heute noch wahr ist.
AToy

[meineguete]

hallo,

was ist denn nun mit suntech los? habe mal wieder auf depot geschaut und es leuchtet strahlend rot.

gute zahlen, ein, zwei nicht negative news!

what's happen?

good luck

[meinolf67]

Antwort auf Beitrag Nr.: 29.713.192 von meineguete am 08.06.07 20:48:41

Mir fallen drei Gründe für eine maue Performance ein:

1) Generelles China-Syndrom
2) hohe SI-Kosten mit Skepsis hinsichtlich der weiteren Preisentwicklung und Versorgung; MArge in Q1 ist sehr deutlich runter
3) Habe Gerüchte gehört, dass Suntech Q-Probleme haben soll, bis hin zum Rückruf von Modulen. Falls das stimmen sollte, wäre es sicher nicht gut für die GuV und noch schlechter fürs Branding. Weiß vielleicht jemand was darüber?

Gruß
Meinolf

[2tausend5]

Suntech Power Holdings initiated with "buy"

Tuesday, June 12, 2007 11:16:17 AM ET
Lazard Capital Markets

NEW YORK, June 12 (newratings.com) - Analysts at Lazard Capital initiate coverage of Suntech Power Holdings Co Ltd (ticker: STP) with a "buy" rating. The target price is set to $45.

[2tausend5]

Und ein neuer Baustein der Suntech-Globalisierung ist plaziert. Wenn die amerikanischen Unternehmen nicht aufpassen, geht in den USA demnächst die Sonne im Westen auf.

2tausend5


Hoku Scores Suntech Deal

By TSC Staff
6/13/2007 4:25 PM EDT

Hoku Scientific (HOKU - Cramer's Take - Stockpickr - Rating) signed a contract to sell China's Suntech Power (STP - Cramer's Take - Stockpickr - Rating) up to $678 million worth of power-cell materials over 10 years.

Pocatello, Idaho-based Hoku said the deal, which starts in mid-2009, covers delivery of polysilicon to Suntech, which was described as "one of the world's leading manufacturers of photovoltaic (PV) cells and modules."

"We are pleased to have established this relationship with Suntech, a long term leader in the solar industry," said Hoku chief Dustin Shindo. "Their rapid growth and dynamic leadership team make them an ideal partner for our company."

"Securing a long-term supply of polysilicon from Hoku will enable us to continue to expand our manufacturing capacity and execute on Suntech's strategic plan," said Suntech chief Zhengrong Shi. "We look forward to a strong and enduring business relationship with Hoku."

Hoku rose 2 cents to $4.60.

[2tausend5]

Wenn die amerikanischen Unternehmen nicht aufpassen, geht in den USA demnächst die Sonne im Westen auf.

Jedenfalls geht der Globalisierungsprozess von Suntech konsequent und fix voran. Es wird nicht lange dauern, dann werden sie in Europa auch mehr machen als nur Solarpanels - siehe Solarworld - zu liefern.

2tausend5

Hoku Scores Suntech Deal

By TSC Staff
6/13/2007 4:25 PM EDT

Hoku Scientific (HOKU - Cramer's Take - Stockpickr - Rating) signed a contract to sell China's Suntech Power (STP - Cramer's Take - Stockpickr - Rating) up to $678 million worth of power-cell materials over 10 years.

Pocatello, Idaho-based Hoku said the deal, which starts in mid-2009, covers delivery of polysilicon to Suntech, which was described as "one of the world's leading manufacturers of photovoltaic (PV) cells and modules."

"We are pleased to have established this relationship with Suntech, a long term leader in the solar industry," said Hoku chief Dustin Shindo. "Their rapid growth and dynamic leadership team make them an ideal partner for our company."

"Securing a long-term supply of polysilicon from Hoku will enable us to continue to expand our manufacturing capacity and execute on Suntech's strategic plan," said Suntech chief Zhengrong Shi. "We look forward to a strong and enduring business relationship with Hoku."

Hoku rose 2 cents to $4.60.

[2tausend5]

Sorry für die Doppelmeldung.
Aber da es vorkam, daß mails von mir aus für mich nicht nachvollziehbaren Gründen nicht erschienen sind und jetzt nach Abschicken die 1. mail nicht erschienen war, habe ich sie noch mal fabriziert.

Das war jetzt vorschnell.

O sole mio!!
2tausend5

[meineguete]

Hoku Materials Receives $678 Mln, 10-Yr Polysilicon Supply Contract From Suntech Power Holdings - Update [HOKU]

6/13/2007 11:59:05 PM Wednesday evening, Hoku Scientific Inc. (HOKU) announced that its wholly-owned subsidiary Hoku Materials has signed a definitive contract for sale and delivery of polysilicon to the Wuxi, China-based Suntech Power Holdings Co. Ltd. (STP) for over a ten-year period beginning in mid-2009.

The Kapolei, Hawaii-based Hoku said its subsidiary will be receiving up to about $678 million, subject to the achievement of milestones, the acceptance of product deliveries and other conditions.

Hoku said Suntech Power will be making an initial deposit of $2 million upon signing the contract and an additional prepayments for products in the amount of $45 million.

Hoku specified that the prepayment, which is backed by a letter of credit by the Bank of Communications, is in installments, subject to its successful achievement of certain polysilicon quality and production volume milestones and other conditions.

Under this contract, Hoku Materials said it will be delivering predetermined volumes of polysilicon each year at set prices, using a take-or-pay approach, beginning with the first shipment in 2009 and continuing over a ten-year period from the first shipment. This contract includes a provision that allows for either party to cancel years eight through 10 of delivery for any reason.

Also, Hoku said it is in the process of building a plant capable of producing 2,000 metric tons of polysilicon per year in Pocatello, Idaho and estimates that the establishment of this plant may require total construction costs of nearly $260 million. The company added that it intends to seek debt capital of about $150 million, in connection with the financing of this construction.

Hoku said it believes that it is on track with the establishment of this polysilicon plant. However, under the agreement signed with Suntech, if Hoku is not successful in building the plant or if it does not meet certain quality and productivity milestones or timely deliver minimum quantities of polysilicon, it has to return the initial direct deposit to Suntech, and the letter of credit may be cancelled.

Commenting on this contract, Dustin Shindo, Chief Executive Officer of Hoku Scientific, said, "We are pleased to have established this relationship with Suntech, a long term leader in the solar industry. Their rapid growth and dynamic leadership team make them an ideal partner for our company."

HOKU closed Wednesday's trading session at $4.60, up 2 cents. In the after-hours trading, the stock gained $3.37 or 73.26% to close at $7.97. STP closed the day's regular session at $32.28 and gained 9 cents in the extended trading.

[2tausend5]

Suntech Power Holdings "buy"

Friday, June 15, 2007 3:48:59 AM ET
Brean Murray, Carret & Co

NEW YORK, June 15 (newratings.com) - Analyst Julie Chen of Brean Murray reiterates her "buy" rating on Suntech Power Holdings Co Ltd (ticker: STP). The target price is set to $45.

In a research note published this morning, the analyst mentions that the company is leveraging its scale during the negotiation/renegotiation of contracts to purchase polysilicon at a lower price over the next two-to-three years. Suntech Power Holdings’ near-term margin improvement is likely to be driven by the Pluto project, the analyst says.

Hat jemand Informationen zu dem "Pluto-Projekt"?
2tausend5

[2tausend5]

Aus Spiegel-Online von heute:


Chinas beste Angreifer

( ... )
Die 20 besten von ihnen werden heute in Peking von der Unternehmensberatung Roland Berger und dem chinesischen Wirtschaftsmagazin "Global Entrepreneur" ausgezeichnet. Dazu hat eine aus europäischen und chinesischen Experten gebildete Jury die öffentlich zugänglichen Daten von 200 in Europa und den USA aktiven chinesischen Unternehmen analysiert und davon 50 in die engere Wahl genommen.

Ausgezeichnet wurden: Huawei, Haier, Lenovo, ZTE, Galanz, Suntech Power," /> Tsingtao, China International Marine, Bank of China Chart zeigen, Zhenhua Port Machinery, Baosteel, Petrochina, CNOOC Ltd., Air China, Sinotrans, Chery, Midea, BYD, Wanxiang, SAIC Motor.

( ... )

Mehr unter:
http://www.spiegel.de/wirtschaft/0,1518,491240,00.html

[nort.]

[rucko]

Bin vor einer Woche eingestigen - läuft, nur scheint sich kein Schwein dafür zu interessieren. Umsätze sind ja hier auch minimal.

[Kinkikatze]

Antwort auf Beitrag Nr.: 30.476.377 von rucko am 03.07.07 20:45:57

@ rucko
Du bist nicht allein.
Aber hier tut sich wirklich nichts!
Hat ja lange gedauert bis Suntech Power in die Gänge kommt.
Gruß k.k.

[OpaDago]

Leute, da geht die Post ab.
Da lacht das Herz!
Hoffentlich qualmt uns das panel nicht ab.

Isch liebe die Chinesen

[OpaDago]

Na, was ist los?
Gewinnmitnahmen oder Panel durchgebrannt?

[rucko]

War wohl nur eine kleine Verschnaufpause, ist ja bisher auch prächtig gelaufen und das dürfte so weiter gehen. Anfang August kommen Zahlen, die die rasante Entwicklung bei suntech dokumentieren werden.

[OpaDago]

Antwort auf Beitrag Nr.: 30.740.331 von rucko am 18.07.07 09:57:54

Danke für die Auskunft.
Denke auch, daß die Richtung Nord ist.

[2tausend5]

Ich finde das Interview mit dem Suntech-CEO interessant (strategische Ausrichtung, Entwicklungsgeschwindigkeit, Selbstverständnis).

http://www.fool.com/investing/high-growth/2007/07/23/bright-…

Vielleicht ists auch für andere Suntech-Investierten informativ.

Der Kurs läuft ja wunderbar, stetig steil! Nicht erschrecken, wenn er mal einknickt für eine Weile, das gehört dazu. In drei Jahren wird der sicher näher bei 100 Euro liegen als an dem heutigen Wert.

So meine Einschätzung.

Viel Spaß weiter mit dieser "Sonne aus China".

2tausend5

[OpaDago]

Antwort auf Beitrag Nr.: 30.826.235 von 2tausend5 am 24.07.07 13:29:57

Vielen Dank für den Hinweis auf den interessanten Artikel.
Ich bin auch der Meinung, daß wir den Kurs langfristig bei an die 100 EUR sehen werden.

Vielleicht gehts auch noch schneller.

[2tausend5]

Noch ein Fundstück:

http://www.handelsblatt.com/news/Vorsorge-Anlage/Bulle-Baer/…

(möglicherweise teilweise aus der englischen mail in meinem vorherigen posting abgeschrieben).

Weitere werden kommen ....

Bis dann alles Gute,
2tausend5

[2tausend5]

Für strategische Investoren:

http://www.ftd.de/boersen_maerkte/geldanlage/:Gr%FCne%20Geld…

Da kann man ruhig schlafen.

Schöne Grüße,
2tausend5

[Kinkikatze]

Suntech Power, größte Solar Fa. Chinas.
alles was Solar betrifft geht wieder nach oben.
Diese Aktie ist es wert sie länger im Depot zu lassen.
Wird sein wie ein Huhn das goldene Eier legt.
Leider ist niemand hier und auch die Umsätze in BRD
sind sehr gering.


K.K.

[Kinkikatze]

sieht so aus, als würde eich alleine an dieser
Perle verdienen.
Es hat den Anschein, als wenn in der BRD alle immer
derselben Aktie hinterher sind.
Dabei ist doch das meiste Geld in den wenig besprochenen
Aktien zu machen.
Aber bitte, jeder wie er will.
K.K.

[boulefan]

Antwort auf Beitrag Nr.: 31.081.740 von Kinkikatze am 08.08.07 16:32:44

Tach - bin immer noch dabei. Werde auch nicht so schnell verkaufen.

[PiranhaVS]

Suntech Reports Second Quarter 2007 Financial Results



WUXI, China, Aug. 9 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. (NYSE: STP), one of the world’s leading manufacturers of photovoltaic (PV) cells and modules, today announced second quarter 2007 financial results.



Second Quarter 2007 Highlights(1)

-- Exceeding guidance, total production output was over 80MW and total net

revenues grew 147.7% year-over-year to $317.4 million.



-- On a non-GAAP(2) basis, Suntech group’s net income was $48.9 million.

Excluding the impact of MSK, net income was $50.8 million or $0.30 per

diluted American Depository Share (ADS). Each ADS represents one

ordinary share.



-- Suntech group’s non-GAAP gross margin in its core Wafer to Module

business was 23.9% and blended non-GAAP gross margin was 21.1%. Margin

improvement was primarily due to the increase in delivery of lower

priced wafers from long-term contract wafer suppliers.



-- Annualized PV cell production capacity expansion is on track to reach

480MW by the end of 2007.



“I am pleased to report excellent results for the second quarter,” said Dr. Zhengrong Shi, Suntech’s Chairman and CEO. “We once again exceeded our output target as we saw unprecedented demand for Suntech’s high quality solar panels across a range of international markets. In fact, our sales demand has been so strong that we have already signed contracts to deliver over 150MW of our PV modules in 2008. To put that in perspective, that is nearly equal to Suntech’s entire output in 2006. As we deepen our sales channels and networks in key geographies, we believe we will continue to grow faster than our competitors as well as the underlying markets.”

“In the second quarter, our margins improved as ASPs remained in line with our expectations and silicon deliveries from our long-term suppliers returned to schedule.” Dr. Shi added, “Our MSK integration efforts combined with the strategic refocus on building-integrated photovoltaic products (BIPV) has also led to greater global sales traction and improvements in the margin impact of our MSK products.”



Commenting on Suntech’s technology, Dr. Shi said, “We are pleased with the progress of our solar innovation initiatives. Despite the success of our high performance semi-conductor finger technology, our ground-breaking 20% efficiency Pluto technology is demonstrating even more impressive results in pilot production and we are on track to commence commercial production using this technology in 2008.”

Dr. Shi continued, “Through this period of dynamic growth, we are determined to expand production capacity and increase our competitiveness by leveraging our manufacturing efficiency, technology advantages, and balanced silicon sourcing strategy.”



Recent Business Highlights

-- Demand for Suntech’s PV products in Spain continued to grow in the

second quarter particularly through collaborations with key customers

on multi-megawatt projects. Suntech is on track to become one of the

largest suppliers of PV products to Spain.



-- Suntech began shipping PV modules for the 8.2MW Alamosa solar power

plant project in Colorado which is one of the largest PV projects in

the United States to date.



-- Suntech recently improved its long-term silicon position by signing a

contract with Hoku Materials to purchase up to $678 million of

polysilicon over a ten-year period. Shipments of set volumes of

polysilicon at fixed prices are scheduled to begin in 2009.



-- Suntech’s MSK branded BIPV system was a key component of Kingspan Off-

Site’s “Lighthouse” net-zero carbon home, which is the first house

designed to comply with the British government’s Code for Sustainable

Homes Level 6. By 2016, all new homes built in the United Kingdom will

be required to be designed and constructed to meet the Code for

Sustainable Homes Level 6.



-- The Company recently completed phase 1 of an 800kW BIPV curtain wall

project at Wuxi Airport in China. The installation showcases Suntech’s

BIPV capabilities and serves as a model project for other potential

solar installations in China.



-- Suntech successfully met the requirements of Section 404 of the

Sarbanes-Oxley Act of 2002 (“SOX”) regarding internal controls over

financial reporting. The internal control systems have helped Suntech

improve operating efficiency and manage rapid production and sales

growth.



Second Quarter 2007 Results

Non-GAAP Non-GAAP

Net Revenues % of Net Gross Profit Gross

(in $ millions) Revenues (in $ millions) Margin (%)



Standard PV Modules $313.5 98.8 % $66.3 21.2 %

-- Wafer to Modules 274.6 86.5 65.5 23.9

-- Cell to Modules* 38.9 12.3 0.8 2.0



Others 3.9 1.2 0.6 15.6

Total (consolidated) $317.4 100 % $66.9 21.1 %



Total (excluding MSK) $297.5 -- $67.5 22.7 %





* The Cell to Modules segment includes both Suntech modules produced from

third-party cells and MSK’s slow moving module inventory.



On a GAAP basis, gross profit was $64.3 million and gross margin was 20.3%, operating income was $38.1 million, and net income was $41.3 million or $0.25 per diluted ADS.

Non-GAAP operating expenses in the second quarter of 2007 were $21.4 million and accounted for 6.7% of net revenues.

Non-GAAP income from operations for the second quarter of 2007 was $45.6 million and non-GAAP operating margin was 14.4%.

Non-GAAP net income attributable to holders of ordinary shares for the second quarter of 2007 was $48.9 million, or $0.29 per non-GAAP diluted ADS.

In the second quarter of 2007, capital expenditures, which were primarily related to production capacity expansion and the construction of the Wuxi and Luoyang production facilities, were $51.7 million and depreciation and amortization expenses were $4.2 million.

During the second quarter of 2007, the total number of diluted ADSs outstanding increased from 164.1 million to 168.9 million, primarily due to an increase of 4.8 million ADSs on an “as converted” basis. The additional ADSs represent the final portion of the 10.3 million ADSs that may be issued in the future as a result of the February 2007 convertible note offering of $500 million.



Suntech’s results for the second quarter of 2007 excluding MSK were as follows:

Non-GAAP operating expenses as a percentage of net revenues were 6.4%, non-GAAP income from operations was $48.5 million and non-GAAP operating margin was 16.3%, and non-GAAP net income was $50.8 million. Suntech’s successful execution of its integration initiatives was reflected in this quarter’s results as Suntech reduced its loss from MSK operations by approximately 40% from the first quarter of 2007 to $1.9 million.



Senior Management Hires and Promotions



Suntech announced the following key promotions and new hires:

Mr. Steven Chan who was previously the Vice President of Business Development has been promoted to the position of Chief Strategy Officer. Mr. Chan will be focused on enhancing and solidifying Suntech’s long term focus to be a leading solar energy company. In addition to strategy and business development, he will also be responsible for the investor relations and marketing function. His near term focus will be to head new business initiatives in North America as well as to foster key relationships with partners and suppliers.

Mr. Hao Zhi who was previously the Investment Controller has been promoted to the position of Investment Director. Mr. Hao will head the company’s investment initiatives including mergers and acquisitions, strategic ventures and alliances.

Dr. Frank Zhang and Mr. Henry Ng are newly hired general managers who will manage Suntech’s key production facilities. Dr. Zhang will oversee Suntech’s thin film manufacturing facility in Shanghai and Mr. Ng will oversee Suntech’s core PV manufacturing facility in Wuxi including its new one Gigawatt facility. Both Dr. Zhang and Mr. Ng have extensive experience in the related semiconductor manufacturing industry.

Prior to joining Suntech, Dr. Zhang was the Chief Operating Officer at China Resources Semiconductor Wafer & Chip Company, a semiconductor foundry in China. He also held a number of senior positions at Honeywell in California. Dr. Zhang received his MBA from the China Europe International Business School, Shanghai, and his Ph.D. in Mechanical and Materials Engineering from Clarkson University, New York.

Mr. Ng previously worked for over 10 years at Sony’s manufacturing facilities in Singapore and China. Most recently he served as senior general manager of Sony’s Huizhou facility that manufactures specialty LLCD chips. Prior to that, Mr. Ng acted as general manager at MI Wuxi Co., Ltd, a precision plastic molding company, Volex Cable Assembly (Suzhou), a first tier telecom and automotive supplier, and at Seagate Technology. Mr. Ng received a B.Sc degree from the National University of Singapore in Applied Physics.

Mr. Jason Somer was hired as the Senior Director of Business Development to be based in the United States. Mr. Somer was previously the Director of Legal Affairs at IronPort Systems, an e-mail and Web security appliance company in San Francisco that was acquired by Cisco Systems. Prior to that he held legal and business development positions at Neoforma, a Nasdaq-listed healthcare technology company in San Jose. Mr. Somer had previously worked as a corporate/securities associate for law firms in New York City, most recently Morrison & Foerster. Mr. Somer received an LL.M. from Boston University, an LL.B. from the University of British Columbia, and a B.Sc. from the University of Western Ontario.



Outlook for Third Quarter and Full Year 2007

Based on current operating and other conditions, Suntech expects its third quarter 2007 total production output to be in the estimated range of 94MW to 96MW.



Conference Call Information

Suntech’s earnings announcement conference call will take place on August 9, 2007 at 8:00a.m., Eastern Time, which corresponds to August 9, 2007 at 8:00p.m., Beijing/Hong Kong time.

To access the conference call, please dial [phone] (for U.S. callers) or [phone] (for international callers) and ask to be connected to the Suntech earnings conference call. A live and archived webcast of the conference call will be available on the Investors section of Suntech’s website at http://www.suntech-power.com .

A replay of the conference call will be available until August 20, 2007 by dialing [phone] (passcode: 14519969).



About Suntech

Suntech Power Holdings Co., Ltd. is a leading solar energy company in the world as measured by both production output and capacity of solar cells and modules. Suntech provides solar solutions for a green future. Suntech designs, develops, manufactures, and markets a variety of high quality, cost effective and environmentally friendly PV cells and modules for electric power applications in the residential, commercial, industrial, and public utility sectors. Suntech’s majority-owned subsidiary, MSK Corporation is one of the top-ranked companies in the building-integrated photovoltaics (BIPV) space. Suntech’s customers are located in various markets worldwide, including key markets throughout Europe, North America, Japan and China. For more information, please visit http://www.suntech-power.com .



Safe Harbor Statement

This press release contains forward-looking statements. These statements constitute “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates” and similar statements. In particular, the projected third quarter data regarding production output and the business outlook and quotations from management in this announcement, as well as Suntech’s strategic and operational plans, are forward-looking statements. Forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. Further information regarding these and other risks is included in Suntech’s filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 20-F. Suntech does not undertake any obligation to update any forward-looking statement as a result of new information, future events or otherwise, except as required under applicable law.



About Non-GAAP Financial Measures

To supplement its consolidated financial results presented in accordance with GAAP, Suntech uses the following non-GAAP measures which are adjusted from the most directly comparable GAAP results to exclude items related to share-based compensation, restructuring expenses and the purchase price allocation effect related to the MSK Corporation acquisition. Management believes these non-GAAP measures are useful to investors in enabling them to better assess changes in Suntech’s core business across different reporting periods on a consistent basis, independently of stock-based compensation expenses and the purchase price allocation effect related to the MSK acquisition. Thus, the non-GAAP financial measures provide investors with another method for assessing Suntech’s operating results in a manner that is focused on the performance of its ongoing operations. Management also uses these non-GAAP measures internally to make an apples-to-apples comparison of the business and financial performances of current and historical results, for strategic decision making, forecasting future results and evaluating the Company’s current performance. Many analysts covering Suntech use the non-GAAP measures as well. These non-GAAP measures are not in accordance with or an alternative for GAAP financial data, the non-GAAP results should be reviewed together with the GAAP results and are not intended to serve as a substitute for results under GAAP, and may be different from non-GAAP measures used by other companies. For more information on these non-GAAP financial measures, please see the tables captioned "Reconciliations of non-GAAP results of operations measures to the nearest comparable GAAP measures" set forth at the end of this release and which shall be read together with the preceding financial statements prepared under GAAP.



(1) Selected highlights of the Company’s second quarter 2007 results are

set forth in the text of the release and should be read together with

the detailed financial statements at the end of this release.



(2) All non-GAAP measures exclude share-based compensation expenses,

restructuring expenses and the amortization expenses incurred from

purchase price allocation related to the acquisition of MSK

Corporation as of August 11, 2006. For further details on non-GAAP

measures, please refer to the reconciliation table and a detailed

discussion of management’s use of non-GAAP information set forth in

this press release.





Note: The quarterly consolidated income statements are unaudited. The

condensed consolidated balance sheets are derived from Suntech’s

unaudited consolidated financial statements.





SUNTECH POWER HOLDINGS CO., LTD.

CONDENSED CONSOLIDATED BALANCE SHEET

(In $’000)



Suntech Group Suntech Group

Consolidated Consolidated

March 31, June 30,

2007 2007

ASSETS

Current assets:

Cash and cash equivalents 569,284 519,963

Restricted cash 124,235 127,372

Inventories 190,783 198,385

Accounts receivable 163,778 225,758

Value-added tax recoverable 29,937 36,135

Advances to suppliers 75,740 76,970

Other current assets 7,896 22,781

Total current assets 1,161,653 1,207,364



Property, plant and equipment, net 142,995 185,255

Intangible assets, net 80,533 77,121

Goodwill 28,786 27,580

Investments in affiliates 1,925 6,661

Long-term prepayments 131,747 144,486

Long-term loan to a supplier 98,431 99,134

Other non-current assets 19,670 13,189

TOTAL ASSETS 1,665,740 1,760,790



LIABILITIES AND SHAREHOLDERS’ EQUITY

Current liabilities:

Short-term borrowings, including

current portion of long-term bank

borrowings 307,286 328,036

Accounts payable 45,425 59,135

Other current liabilities 26,562 38,010

Total current liabilities 379,273 425,181



Long-term bank borrowings 527,876 528,686

Accrued warranty costs 11,206 14,298

Other long-term liabilities 40,980 34,619

Total liabilities 959,335 1,002,784



Minority interest 17,775 18,289



Total shareholders’ equity 688,630 739,717



TOTAL LIABILITIES AND SHAREHOLDERS’

EQUITY 1,665,740 1,760,790







SUNTECH POWER HOLDINGS CO., LTD.

CONSOLIDATED INCOME STATEMENT (*)

(In $’000, except share, per share, and per ADS data)



Suntech Suntech Suntech

Group Group Group

Consolidated Consolidated Consolidated

2006 2007 2007

Q2 Q1 Q2





Total net revenues 128,154 246,696 317,377

Total cost of revenues 92,034 199,713 253,043

Gross profit 36,120 46,983 64,334

Selling expenses 1,547 5,686 6,961

General and administrative expenses 4,751 10,833 15,122

Research and development expenses 1,632 3,659 4,171

Total operating expenses 7,930 20,178 26,254



Income from operations 28,190 26,805 38,080

Interest expenses (1,177) (4,419) (6,005)

Interest income 3,030 6,203 8,811

Other income (expense) (1,387) (2,122) 3,234



Income before income taxes 28,656 26,467 44,120

Tax provision (2,153) (2,091) (2,425)



Net income after taxes before

minority interest and equity in

earnings of affiliates 26,503 24,376 41,695

Minority interest (30) 1,536 (515)

Equity in (loss) earnings of

affiliates 63 182 123



Net income 26,536 26,094 41,303

Deemed dividend on Series A

redeemable convertible preferred

shares -- -- --

Net income attributable to holders

of ordinary shares 26,536 26,094 41,303



Net income per share and per ADS:

- Basic 0.18 0.17 0.27

- Diluted 0.17 0.16 0.25



Shares and ADSs used in

computation:

- Basic 148,240,382 150,487,272 151,143,225

- Diluted 156,012,742 164,087,838 168,862,744



(*) Purchase price allocation is preliminary and will be finalized within

one year timeframe from the acquisition date.

Each ADS represents one ordinary share







Reconciliations of non-GAAP results of operations measures

to the nearest comparable GAAP measures (*)

(in $ millions, except margin data, per share

and per ADS data, unaudited)





Three months ended June 30, 2006



Suntech

Suntech Effect of Group

Group Share-based Purchase Non-

GAAP Compensation Price GAAP

Results Allocation Results

Gross profit 36.1 0.5 -- 36.6

Gross margin 28.2% 28.6%



Income from operations 28.2 2.8 -- 31.0

Income from operations margin 22.0% 24.2%



Net income attributable to holders

of ordinary shares 26.5 2.8 -- 29.4

Net income margin 20.7% 22.9%



Net income per share and per ADS

-Basic 0.18 0.20

-Diluted 0.17 0.19







Three months ended March 31, 2007



Suntech

Effect Group

of Suntech Excluding

Suntech Share- Purchase Restru Group MSK

Group based Price cturing Non- Non-

GAAP Compen Alloca Expenses GAAP MSK GAAP

Results sation tion Results Results Results

Gross profit 47.0 2.2 -- -- 49.2 2.0 51.2

Gross margin 19.0% 19.9% 22.5%



Income from

operations 26.8 6.5 0.5 -- 33.8 3.8 37.6

Income from

operations

margin 10.9% 13.7% 16.5%



Net income

attributable to

holders of

ordinary shares 26.1 6.5 (0.2) 0.3 32.7 3.2 35.9



Net income

margin 10.6% 13.3% 15.8%



Net income per

share and per

ADS

-Basic 0.17 0.22 0.24

-Diluted 0.16 0.20 0.22







Three months ended June 30, 2007

Suntech

Effect Group

of Suntech Excluding

Suntech Share- Purchase Restru Group MSK

Group based Price cturing Non- Non-

GAAP Compen Alloca Expenses GAAP MSK GAAP

Results sation tion Results Results Results

Gross profit 64.3 2.6 -- -- 66.9 0.6 67.5



Gross margin 20.3% 21.1% 22.7%



Income from

operations 38.1 7.1 0.4 -- 45.6 2.9 48.5

Income from

operations

margin 12.0% 14.4% 16.3%



Net income

attributable to

holders of

ordinary shares 41.3 7.1 0.4 0.1 48.9 1.9 50.8



Net income

margin 13.0% 15.4% 17.1%



Net income per

share and per

ADS

-Basic 0.27 0.32 0.34

-Diluted 0.25 0.29 0.30



(*) The adjustment is for share-based compensation, restructuring expenses

and amortization expenses incurred from purchase price allocation

related to the acquisition of MSK Corporation.







For more information, please contact:



In the United States:

Sanjay M. Hurry

Vice President

The Piacente Group, Inc.

Tel: [phone]

Email: [e-mail]



In China:

Rory Macpherson

Ogilvy Public Relations Worldwide

Tel: [phone]

Email: [e-mail]



SOURCE Suntech Power Holdings Co., Ltd.

-0- 08/09/2007

/CONTACT: In the United States - Sanjay M. Hurry, Vice President of The Piacente Group, Inc., [phone], or [e-mail]; In China - Rory Macpherson of Ogilvy Public Relations Worldwide, [phone], or [e-mail] /

/Web Site: http://www.suntech-power.com /

[meineguete]

hi,

die zahlen waren wie erwartet sehrgut.

nun werden wir die 40 entlich sehen.

good luck

[Kinkikatze]

Antwort auf Beitrag Nr.: 31.094.059 von PiranhaVS am 09.08.07 13:11:16

@ PiranvaVS
vielen Dank für Report 2nd Qu 2007.
Aber heute "sell on good news" was uns Investierten
nichts ausmacht.
Wenn die in der BRD einmal richtig bekannt ist, dann
geht's rapid aufwärts.

K.K.

[AToy]

Hallo,
bei solch guten Nachrichten werde ich mein Stopp Loss wohl bald nachziehen.Bleibe hier auf jeden Fall dabei.
AToy

[boulefan]

Chinas Sun Tech Power stiegert Gewinn um über 80%
Leser des Artikels: 74

RTE
Peking 10.08.07 (www.emfis.com)
Das Unternehmen Suntech Power Holdings, China´s größter Produzent von Photovoltaic (PV) Panel, teilte mit, dass der Nettogewinn im zweiten Quartal gegenüber dem Vorjahreszeitraum um 86 Prozent auf 41,30 Mio. US Dollar gestiegen ist.


Die steigende Nachfrage von Solar Panels im In- und Ausland bescheren dem Unternehmen volle Auftragsbücher. Wie der CEO von Suntech Shi Zhengrong mitteilt, liegen bereits jetzt schon für 2008 Order mit einer Kapazität von 150 MW vor, so viel wie im Gesamtjahr 2006. Das Unternehmen erwartet bis Ende diesen Jahres einen Kapazitätausbau auf 480 MW.
Die an der US - Börse gehandelte Aktie konnte sich gestern bei einem tiefroten Umfeld mit einem Minus von 1,1 Prozent auf 42,86 US Dollar recht gut behaupten.

[ripo10]

Antwort auf Beitrag Nr.: 31.110.886 von boulefan am 10.08.07 10:44:51

Genau aus diesem Grund habe ich heute nachgekauft.Wenn das Umfeld paßt,kann es mit dieser Aktie nur aufwärts gehen.

[JoJo49]

Die ganze Brange scheint weiterhin zu brummen.

Emerging-Markets-Trader-Kolumne: Chinas Solarunternehmen wollen hoch hinaus

Florian Schulz
Quelle: Finanzen.net
03. August 2007
Chinesische Solarunternehmen haben mittlerweile mehr als zwei Milliarden US-Dollar durch IPOs eingesammelt und mit dem neuen Kapital so einiges vor: SunTech Power (WKN: A0HL4L) plant bis 2010 eine Solarzellenproduktionskapazität von einem Gigawatt aufzubauen und der bisher zweitgrößte chinesische Solarzellenproduzent Yingli Green Energy (A0MR90) rechnet mit 600 MW Kapazität bis 2010.

JA Solar (A0F5W9) plant die Produktionskapazität von bisher 75 MW schon im kommenden Jahr auf 425 MW zu erhöhen und auch China Sunergy (A0MLB4) sowie SolarFun (A0LGDE) planen schon im Jahr 2008 eine Kapazitätsausweitung auf 390 MW bzw. 360 MW. Ebenfalls Canadian Solar Inc. (A0LCUY) will ganz oben mitmischen und hat in China gerade erst den Grundstein für eine 250 MWFabrik gelegt. Dies werde allerdings nur die "erste Produktionslinie" der Fabrik.


Kaum weniger ambitioniert ist der Solarmodulhersteller Trina Solar (A0LF3P): Das Unternehmen plant mithilfe der IPOErlöse die Produktionskapazität von 27 MW in 2007 auf 300 MW in 2009 mehr als zu verzehnfachen. Sogar die relativen Winzlinge Jetion Holdings (A0MWQ8) und Solar Enertech (A0JKW0) wollen die 100 MW Grenze schon bald durchbrechen.


Unternehmen, die sich vorwiegend auf Solarwaver konzentrieren, haben übrigens keine geringeren Pläne: LDK Solar (A0MSNX) will ab 2010 Solarwaver mit einem Volumen von einem Gigawatt pro Jahr produzieren und Renesola (A0KEXQ) plant bis 2007 eine Kapazität von 265 MW aufzubauen. Sind diese Pläne auch wirklich nicht übertrieben?



Florian Schulz ist ausgewiesener Experte auf dem Gebiet der Emerging Markets und Chefredakteur des Emerging-Markets-Trader Börsenbriefs. Mehr Infos unter: www.emerging-markets-trader.de.

Der obige Text spiegelt die Meinung des jeweiligen Kolumnisten wider. Die Smarthouse Media GmbH übernimmt für dessen Richtigkeit keine Verantwortung und schließt jegliche Regressansprüche aus.
Erwähnte Unternehmen
.......Name............WKN
Suntech Power Holdings Co. Ltd. (ADRs).A0HL4L
Solar Enertech CorpShs.A0JKW0
Renesola LtdShs.A0KEXQ
Solarfun Power Holdings Co LtdShs
Sponsored American Deposit Receipt Repr 5 Shs.A0LGDE
JA Solar Holdings Co LtdShs
American Deposit Receipt Repr 3 Shs.A0F5W9


Gruß JoJo

[OpaDago]

Z.Z. brummts nach unten.
Sind gerade ein paar Wolken vor unserem Solarkraftwerk.

[ripo10]

Antwort auf Beitrag Nr.: 31.248.922 von OpaDago am 22.08.07 02:15:44

Opa
Was ist da so lustig daran ?

Aber ich sage mir,wer zuletzt lacht,lacht am besten

[OpaDago]

Antwort auf Beitrag Nr.: 31.262.535 von ripo10 am 22.08.07 23:37:41

Ich nehms halt mit Humor wenns mal nach unten geht.

Bin mit 150 ST als Beimengung drin. Steh damit im Minus.
Es bringt mich nicht um, wenns nicht gleich raketenhaft ab geht.
Bin jedoch davon überzeugt, daß es ein gutes Invest ist.
Die Gewinne werden kommen.

(lt. CC => z.Z. leicht unterbewertet, Wachstum 37,8%)
Steht auf meiner Nachkaufliste.

[ripo10]

Antwort auf Beitrag Nr.: 31.262.878 von OpaDago am 23.08.07 01:17:18

Die Gewinne werden kommen !
So liest es sich schon besser.Ich habe Suntech Power gekauft weil ich von Ihr überzeugt bin.Und ich bin auch überzeugt,dass sie ihren Weg Richtung Norden noch machen wird.

[OpaDago]

Antwort auf Beitrag Nr.: 31.267.527 von ripo10 am 23.08.07 12:56:53

Was wir gepostet haben hat offensichtlich eine Verkaufswelle ausgelöst.
Da haben wir unbewußt Kontraindikatoren gesetzt.

[nasdaq5377]

Suntech wird schon noch laufen ... sind ja günstige einstiegs Kurse... was wollte ihr mehr

[boulefan]

So sieht´s aus...

[OpaDago]

Antwort auf Beitrag Nr.: 31.273.038 von boulefan am 23.08.07 19:50:52

Wies aussieht wissen wir.
Wir wollen wissen wies wird.

[nasdaq5377]

Wird auf jeden fall spannend und stark schwanken ... entwerder Süden oder Norden. Wobei mir Norden ganz lieb wäre

[Schlaemmer_Horst]

Antwort auf Beitrag Nr.: 31.274.638 von nasdaq5377 am 23.08.07 21:44:24

Uuuhps, was für ein Tagesverlauf! Bin erst seit einigen Tagen hier investiert und dachte einen günstigen Einstiegspunkt erwischt zu haben.
Wie sieht denn die Entwicklungs-Pipeline bei den Dünnschicht-Modulen bei SunTech aus?
Ein KGV zwischen 30 und 40 dürfte wohl nur für Photovoltaik-Hersteller "preiswert" erscheinen.

Es ist eben so, dass sich andere Länder nicht den Subventions-Wahnsinn erlauben, den wir hier in D veranstalten.
Deutschland liegt deutlich nördlich des 50sten Breitengrades; das entspricht dann auf den amerikanischen Kontinent projiziert etwa Süd-Kanada. Trotz der unglücklichen Lage (wird in den nächsten 100 Millionen Jahren wohl auch so bleiben), steht D für etwa 50% des Weltmarktanteils für PV-Technik. Phantastisch! Und das bei etwa folgenden Insolations-Faktoren

Deutschland: 2,5
Schweiz: 3-3,5
Spanien: 4,5
Nordafrika 6,0
Japan: 4,0
USA: 3-5,5

Sehr langfrist betrachtet sollte ein global agierendes Unternehmen wie SunTech Power hier wohl reüssieren können.

Wann kommt denn Eurer Meinung nach der (echte) ökonomische Durchbruch für die PV-Technik?

HORST

[nasdaq5377]

Jo bin gestern auch erst hier eingestiegen und ganz leicht im Plus... Hoffentlich gehts bald mal ein bisschen nach Norden... Aber die Kurse werden ja erst heute Abend gemacht und ich denke mal Suntech ist gut gebeutelt worden die letzten Tage, kann nur besser werden

[nasdaq5377]

schwache vorstellung wenn ich den Gesamtmarkt sehe... hätte auch ein schönes Minus geben können

[nasdaq5377]

HI,ich habe zwar nicht viel Ahnung von Charttechnik, aber ich denke mal das Suntech jetzt ziemlich günstig zum Einkauf angeboten wird
siehe Chart

http://index.onvista.de/charts.html?ID_NOTATION=324985&MONTH…

was meint ihr denn meistens lief Suntec besser wie der Nasdaq Chart !

[nasdaq5377]

was vergessen....

China: Weltweit größter Solarmarkt

Newsticker aus den Emerging Markets übermittelt durch ad-hoc-news.de, ein Nachrichtenportal der trading-house.net AG.
EMFIS.COM - RTE
Peking 27.08.07 (www.rohstoffe-go.de)
Laut einem Bericht von Experten der Solarindustrie ist China mittlerweile der weltweit größte Markt für Solarstrom.
In China werde die weltweit größte Menge an Solarstrom produziert, dies belegen Statistiken.

Im September wird in Peking der Solar World Congress stattfinden. Daran werden Experten aus rund 50 Ländern teilnehmen.

Sie lesen Finanznachrichten und Wirtschaftsmeldungen auf ad-hoc-news.de, ein Presseportal der trading-house.net AG. Weitere Börsennachrichten finden Sie unter www.ad-hoc-news.de & http://www.trading-house.net.


Rainer Hahn ist Gründer und Geselleschafter vom www.emfis.com und Chefredakteur des ASIA und Südamerika EMFISIZER.

[nasdaq5377]

Was denn hier los... alle schon ausgestiegen bei Suntec? Echt zum Kotzen der Kursverlauf, wie weit es wohl noch runter geht ist ja täglich rot hier

[pota8]

Hallo Leute,
ich glaube Suntech wird wieder steigen. China ist ein großer
Markt.

[Kinkikatze]

Antwort auf Beitrag Nr.: 31.318.436 von nasdaq5377 am 28.08.07 17:47:00

Hallo Nasdaqu ....
bin schon lange dabei und bleibe auch noch lange!
Auch wenn ich nicht jeden Tag hier aufscheine.
K.K.

[nasdaq5377]

Das will ich auch hoffen das ihr Investiert bleibt :-) Übrigends nächste Woche ist große Messe in Italien und Suntec ist selbverständlich auch dabei... vielleicht hilft es ja ein bissschen denn Werbung ist immer gut und Geschäfte werde dann auch oft auf diesen Messen gemacht. Mein freund kennt sich da aus...

[boulefan]

Antwort auf Beitrag Nr.: 31.274.475 von OpaDago am 23.08.07 21:32:52

Alles wird gut

[nasdaq5377]

Hallo Leute ! Mich würde mal interessen wie euer persönliches Kursziel für Suntec Power in 2007 lautet ??? Sind zwar nur noch ein paar Monate aber der Markt ist jahr sehr schwankungs freudig.... Sehen wir nochmla höchst Kurse "neue Höhen 52 Wochen Chart" oder laufen wir mehr Seitwärts bei 27/28 EUR ? Mir fällt aud das Solarworld immer besser läuft als Sunny :-) Als gib mal einen Tip Schönes Wochenende !

[2tausend5]

Antwort auf Beitrag Nr.: 31.363.332 von nasdaq5377 am 01.09.07 09:41:03

Mein Tip:

Am Jahresende 35€, im Juni 2008 50€.

Begründung:
Suntech dringt in immer mehr Märkte vor, die staatlichen Förderungen in Kalifornien (achtgrößte Volkswirtschaft der Welt, wäre es ein eigener Staat !!) und weiteren Staaten (Spanien) lassen die Märkte wachsen, China selbst fördert Investitionen in Solarenergie in immer stärkerem Maße und Suntech ist diesebezüglich das Vorzeige-Unternehmen der chinesischen Regierung und schlußendlich wird es einen Olympia-Bonus geben, wenn suntech mit der Solarausstattung des Olympia-Stadions in Peking werben kann.

Bin interessiert an anderen, auch gegenteiligen Sichtweisen !!

Eine gute Zeit,
2tausend5

[wallstreetcrash]

Antwort auf Beitrag Nr.: 31.372.812 von 2tausend5 am 03.09.07 12:31:35

sehe ich ganz genauso, drum hab ich mir auch welche geholt..

[HansOhlemasse]

OT:

Jetion Holdings, Solar, im PPVX:
"Dipesh Shah, der frühere Chef von BP Solar International bzw. der britischen Atomenergiebehörde, und CEO Lijin Gai, der früher Direktor bei Suntech Power war."

Thread: JETION Holdings - noch ein chinesisches PPVX-Mitglied

[2tausend5]

Eine Info zum Thema "Markterschließung".

Eine gute Zeit,
2tausend5


04.09.2007 14:52
Suntech to Attend Upcoming Investor Conferences and Industry Events

WUXI, China, Sept. 4 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that management is scheduled to participate in the following upcoming investor conferences and industry events:

-- 22nd European Photovoltaic Conference on September 3-7, 2007 at the Fiera Milano in Milan, Italy.

-- Cowen and Company Clean Energy Conference on September 6, 2007 at Le Parker Meridien, New York.

-- Credit Suisse Asia Technology Conference on September 10, 2007 at Crowne Plaza in Shenzhen, China and on September 13-14, 2007 at the Grand Hyatt Taipei, Taiwan.

-- 14th CLSA Investors' Forum on September 17-21, 2007 at the Grand Hyatt, Hong Kong.

-- ISES Solar World Congress 2007 on September 18-21, 2007 at the Beijing International Convention Center in Beijing, China.

-- Solar Power 2007 on September 24-27, 2007 at the Long Beach Convention and Entertainment Center in Long Beach, California.

-- Renewable Energy 2007 on October 10-12, 2007 in Makuhari, Japan.

-- Jefferies 4th Annual Global Clean Technology Conference on October 18, 2007 at the Claridge's Hotel in London.

Webcasts of select management presentations will be available on the "Investors" section of the Suntech website: http://www.suntech-power.com/ under "Events."

[2tausend5]

Zwar Werbung, aber gute Infos dabei, deswegen steht der Text hier.

Eine gute Zeit,
2tausend5


04.09.2007 20:07:00

China ist der weltweit größte Markt für Solar-Energie
EMFIS.COM - Über das sagenhafte Wachstum Chinas ist schon viel geschrieben worden. In diesem Jahr dürfte es noch einmal zwischen 10 und 11 Prozent steigen. Innerhalb dieses riesigen Wirtschaftswunderlands mit seinen 1,3 Milliarden Einwohnern gibt es aber eine Branche, die noch viel stärker wächst – und dies ohne nennenswerte Konjunkturrisiken.

Es ist Chinas Solar-Branche! Den chinesischen Solarzellen-Herstellern steht ein beispielloser Boom bevor. Die Bank Sarasin kommt in ihrer Studie „Solarenergie 2006“ zu dem Schluss, dass dort die neu installierte Solarenergieleistung bis 2010 um über 60 Prozent pro Jahr (!!) steigen wird. Solche Wachstumsperspektiven sieht man selbst in China nicht alle Tage.

Auch innerhalb der Branche überschlägt man sich vor Optimismus. So geht Dr. Zhengron Shi - der Gründer von Suntech Power Holdings - davon aus, dass der chinesische Solarzellen-Markt in den kommenden Jahren „explodieren“ wird. Dr. Shi muss es wissen. Er hat das Unternehmen im Jahr 2001 gegründet. Dank der rasanten chinesischen Nachfrage – die im Westen übrigens immer noch unterschätzt wird – ist Suntech Power heute schon der zweitgrößte Solarzellen-Hersteller der Welt.

Jetzt können auch deutsche Anleger von diesen glänzenden Aussichten profitieren. Das X-Markets-Team der Deutschen Bank hat ein Zertifikat auf den S-BOX China Solar Performance-Index aufgelegt. Darin sind die nach Börsenwert 10 größten Solarunternehmen aus der Volksrepublik China enthalten. Die Wertpapier-Kenn-Nummer lautet DB2CSL.

Auch und gerade für die Solar-Branche ist China der Markt der Zukunft. Das Land verfügt über 1,3 Milliarden Bewohner und weist seit Jahren zweistellige Wachstumsraten auf. Der Boom ist ungebrochen. Ein großer Teil dieses Wachstums wird außerdem in energie-intensiven Branchen erzielt.

Gleichzeitig nimmt der Wohlstand der Bevölkerung stetig zu – und damit die Nutzung von Kühlschränken, Klimaanlagen und anderen Stromfressern. Noch liegt der Pro-Kopf-Energieverbrauch in China nur bei einem Bruchteil des deutschen Niveaus. Dies wird sich aber bald ändern. Viele Beobachter rechnen damit, dass die Energienachfrage Chinas nicht linear, sondern eher exponentiell ansteigen wird.

Die Volksrepublik China steht nicht nur vor dem Problem, mit dem wachsenden Energiehunger ihrer Wirtschaft Schritt zu halten, sondern steht wegen ihrer hohen CO2-Emissionen auch weltpolitisch unter Druck. 70 Prozent des chinesischen Energieverbrauchs werden derzeit durch die Verfeuerung von Kohle und 12 Prozent durch Öl abgedeckt. Diese Rohstoffe werden – gerade wegen des hohen chinesischen Verbrauchs – immer teurer und sind aus Umweltschutz-Gründen sehr problematisch.

China kann es sich nicht leisten, auf den massiven Ausbau regenerativer Energien zu verzichten. Die Führung in Peking ist sich dessen bewusst und fördert diese nach Kräften. In den Aufbau entsprechender Kapazitäten werden in kommenden Jahren Milliarden Dollar fließen. Bis ins Jahr 2020 sollen dort Solar-Parks, Windparks und Biogasanlagen mit einer installierten Leistung von 120.000 Megawatt in Betrieb sein. Das entspricht der Kapazität von 100 Groß-Kernkraftwerken vom Typ Biblis – und liegt deutlich oberhalb der gesamten Kraftwerks-Leistung in der Bundesrepublik Deutschland.

Chinas Solar-Boom steht unmittelbar bevor! Die heimischen Produzenten sollten von dieser Entwicklung am stärksten profitieren. Der S-BOX China Solar Performance-Index ist ein reinrassiger China-Solar-Index, der die Aktien der zehn größten Hersteller des Landes enthält. Mit dem X-Markets-Zertifikat der Deutschen Bank können sich jetzt auch hiesige Anleger in voller Breite in diesen Zukunftsmarkt einkaufen.

Die deutschen Investoren wissen, dass mit Aktien wie Solarworld, Solon oder Q-Cells in den vergangenen Jahren ein Vermögen verdient werden konnte. In China wird sich dieser Boom wiederholen – wobei sein Ausmaß ungleich größer ausfallen dürfte. Denn die Chinesen werden gerade in der Zukunftstechnologie Solarenergie nichts anbrennen lassen, sondern so vorgehen, wie sie es schon in der Mikroelektronik und in der Halbleiter-Technologie gehandhabt haben: Sie werden klotzen, nicht kleckern.

China verfügt über zahlreiche Regionen mit hoher Sonnereinstrahlung. Viele dieser Gegenden haben keine ausgebaute Infrastruktur und können zur Zeit ohnehin nur durch dezentrale Kleinkraftwerke (wie Solarparks) ausreichend versorgt werden. Die Energieprobleme des Landes sind drängend. Gleichzeitig verfügt die Regierung über den politischen Willen und über unermessliche Finanzmittel, um die Solarwirtschaft massiv zu fördern.

In den kommenden Jahren werden Chinas Solar-Produzenten ihre Kapazitäten mit unglaublicher Geschwindigkeit ausbauen. Dies geschieht unter der Ägide und mit dem ausdrücklichen Willen der Pekinger Staatsregierung. Die gesamte Solar-Produktionskapazität soll bis 2010 auf sieben Gigawatt pro Jahr steigen. Im Westen werden diese Planungen bisher mehrheitlich belächelt. Es spricht aber vieles dafür, dass sich die Konkurrenz aus Deutschland und den USA bald warm anziehen muss.

Die riesigen Produktionskapazitäten der chinesischen Solarwirtschaft könnten die westlichen Anbieter bald das Fürchten lehren. Bereits heute sind Solarzellen aus China bis zu 40 Prozent günstiger als vergleichbare Produkte aus dem Westen. Auch bei der Qualität müssen die Abnehmer kaum noch Abstriche machen. Die Kapazitäten der chinesischen Hersteller sind auch auf den Weltmarkt ausgerichtet. Dank der niedrigen Fertigungskosten könnten sie diesen bald mit preiswerten und hochwertigen Solarmodulen überfluten.

Chinas Solarfabrikanten verfügen im Inland über einen riesigen Absatzmarkt – und haben gleichzeitig den Weltmarkt im Visier! Die Prognosen für das Absatzwachstum sind enorm hoch – gleichzeitig bestehen kaum konjunkturelle Risiken. Investieren deshalb auch Sie in die boomende chinesische Solarwirtschaft!  

Basiswert des China-Solar-Zertifikats ist der S-BOX China Solar Performance-Index. Er wird halbjährlich überprüft und bei Bedarf umgestellt. Zur Zeit sind die Aktien folgender chinesischer Solar-Unternehmen enthalten:

* Suntech Power Holdings (Gewichtung: 15,00 Prozent)
* LDK Solar (15,00 Prozent)
* Yingli Green Energy Holding (15 Prozent)
* JA Solar Holdings (14,78 Prozent)
* Trina Solar (12,05 Prozent)
* ReneSola (9,00 Prozent)
* Solarfun Power Holdings (6,62 Prozent)
* China Sunergy (4,45 Prozent)
* China Solar Energy Holdings (4,40 Prozent)
* Canadian Solar (3,71 Prozent)

[nasdaq5377]

Sage ich doch :-) ... Mit Werten wie Suntech wird erst in ein bis zwei Jahren richtig Geld verdient... Deutsche Aktien haben ihren grossen Auftritt doch schon gemacht .... Wer in Zukunft gutes Geld verdienen will setzt auf China oder Suntech Power wie der Name schon sagt

Nach meinen Informationen will Suntech bis zum Jahr 2010 des Globalen Markt mit Modulen überschwemmen und die Qualliät dieser Module ist erste Sahne ! Germany kann sich da noch Warm anziehen Also Suntech kaufen und ein bisschen abwarten

[OpaDago]

Antwort auf Beitrag Nr.: 31.400.097 von nasdaq5377 am 05.09.07 17:13:55

So isses.
Die Ami-Kreditsache bremst alles was Aktie heißt aus.
Gibt gute Einstiegskurse.

[2tausend5]

Übernommen aus dem Dyesol-Thread:

#6585 von BalladAudio
06.09.07 01:20:29 Beitrag Nr.: 31.409.655

Folgende Antwort bezieht sich auf Beitrag Nr.: 31.409.198 von seglerscorpion am 06.09.07 00:11:45

Die chinesiche Regierung hat heute (05.09.2007) bekannt gegeben, bis Jahr 2020 bis 20 Billionen chinesiche Yuan (umgerechnet 20,000,000,000,000 - 2 Billion Euro) für regenerative Energy zu investieren. Es wird Entwicklungen, Produktionen und Märkten befordert und unterstützt.

[nasdaq5377]

Hi Leute schaut euch mal Suntech an der Nasdaq im Intraday an erst fällt sie wie ein Stein nach unten und setzt dann zur Verteidigung an.... jetzt ist sie sogar im Plus .... Also ich versteh sie Börse nicht ... schönes Wochenende

[2tausend5]

Na, eine buy-Empfehlung von UBS ist ja wirklich nicht geringzuschätzen:

Suntech Power Holdings "buy"

Rating-Update: Zürich (aktiencheck.de AG)

Die Analysten der UBS stufen die Aktie von Suntech Power Holdings (<-->/ WKN A0HL4L) in einer Ersteinschätzung mit "buy" ein.

Das Kursziel werde bei 49 USD gesehen. (07.09.2007/ac/a/u)
Quelle: UBS

Eine gute Zeit!
2tausend5

[wallstreetcrash]

Antwort auf Beitrag Nr.: 31.446.175 von 2tausend5 am 07.09.07 18:30:29

....nur heute interessiert sie scheinbar keinen

[nasdaq5377]

Das Kursziel werde bei 49 USD gesehen
Nur komisch das die Aktie bis 49 USD noch ein weiten steinigen Weg vor sich hat ...
Für mich sind diese Schätzungen wertlos bei dem schwachen Gesamtmarkt geht es eher richtung Süden.
Mein Kusziel Dezember 40 USD , ansonsten eher Seitwärts

[OpaDago]

Antwort auf Beitrag Nr.: 31.485.926 von nasdaq5377 am 09.09.07 13:51:37

Das muß doch mal gegen Norden gehen.
Der Tag wird kommen.
So gut wie das Amen in der Kirche.
An Solar kommt keiner mehr vorbei und die Chinesen haben es längst begriffen. Außerdem ist Suntech nicht xyz sondern der absolute Hersteller.

[OpaDago]

Jetzt wirds aber langsam Zeit, daß mal einer das Panel putzt.
Sonst wirds Arsch dunkel in der Bude.

[nasdaq5377]

die sind heute fleissig am Putzen... das gesamte Krisen gelaber geht mir viel mehr auf den Geist ... wer weiß was noch alles kommt bei den Banken

[OpaDago]

Aus unsrer Zelle ist bisher nur negativer Strom geflossen. Die sollten mal die Polung tauschen. Heute waren wohl Wartungsarbeiten angesagt.
Null(abgeklemmt).

[OpaDago]

na ja,
ein paar MilliAmpere sind ja heute in die richtige Richtung geflossen.
Schade, daß schon wieder schlechtes Wetter angesagt ist. Was ist das für eine Zelle, die bei Dunkelheit negativen Strom abgibt?
Keine Ahnung von Elektrotechnik, oder ists Physik?
Kenn mich nur mit Cash aus:
Jucken meine Handinnenflächen heißts es gibt EUR-Scheine,
jucken mir die Fußsohlen heißts die Beine unter die Arme nehmen und den Wert abstoßen.
Im Moment juckts mich am Hintern.
Was das wohl heißt?

[JRMaustria]

Die 38 USD scheinen ein wichtiger Wendepunkt zu sein. Schafft es Suntech diese nachhaltig zu überwinden könnten wir uns wohl recht rasch wieder an das 6-Monats-Hoch bei 43 USD herantasten. Schafft es die Suntech nicht 38 USD zu überspringen kann es wohl auch wieder abwärts bis 34 USD gehen.

Wie ist denn eure Meinung zum weiteren Kursverlauf für die nächsten Wochen?

LG JRMaustria

[OpaDago]

Antwort auf Beitrag Nr.: 31.637.147 von JRMaustria am 17.09.07 21:34:25

Wird Herbst und die Sonne kommt noch mal raus.
Tippe auf steigenden Kurs, wenn uns die AMIs nicht auf die Kollektoren schei...n bar nichts geben.

[meinolf67]

Adding To My Position In Suntech Power Before the Polysilicon Shortage Ends
posted on: September 17, 2007 | about stocks: STP / SPWR

Despite general misgivings about the market as a whole, I have been looking at some individual names over the past few days. One that I like for the long term, whose chart has improved significantly last week, is Suntech Power Holdings (STP). This company is the Google (GOOG) of Chinese solar producers... best research, best management, biggest scale. However, due to a large relatively large share count, it does not 'fly' upwards like some of the smaller solar players in the space. It is, however, the most conservative way to play this angle in China.

I am unclear why solar stocks are not reacting to $80 crude; I assume it's a result of the major concern over the ability for these companies to acquire enough polysilicon to fund their expansion plans in 2008 (right not there is a worldwide shortage of this commodity, driving up prices). This is an overhang on all companies in the sector who use this raw input. [Note: a company such as First Solar (FSLR) uses a different technology, called thin film, which shields it from these current issues with polysilicon.]

For all you ever wanted to know about solar cells, click here.

Suntech had spiked to mid $40s in early August before a free fall to $33 range in late August, which put the stock below both its 200-day ($35ish) and 50-day (mid-$36 range) averages. In the past 5 sessions through Friday's, the stock has made higher highs and higher lows in each consecutive session. With a break above the 50-day moving average, I am now going to add to my 2.0% position in STP with 300 more shares - this will bring up my position to 2.9% of my fund.

Suntech Power is not a cheap stock by any means, but keep in mind that this is a company growing at a greater than 50% year-over-year pace. Earnings estimates call for $1.01 in 2007 and $1.60 in 2008, giving a forward PE ratio of 37x (2007) and 23x (2008).

Now the key driver in most of the solar stocks is the availability and cost of polysilicon. When the inevitable overproduction of polysilicion does happen (China is ramping up production), gross margins in this sector should improve dramatically. This material makes up 65-75% of the cost of goods for many of these companies!

On a related note, an American competitor, SunPower (SPWR), terminated a solar cell contract with a Chinese supplier JA Solar (JASO) due to quality issues. As I have opined before, these quality issues are now catching up to Chinese manufactures across all industries - when new quality standards are increased, it leads to higher prices (for customers) and/or lower profit margins (for Chinese companies). I don't think this is 'priced' into the Shanghai market - yet another reason Big Ben must be careful as the Chinese start exporting 'inflation'.

[2tausend5]

Das ist gut:


21.09.2007 14:01
Suntech CEO Dr. Zhengrong Shi to Participate in the Solar Power 2007 CEO Panel in Long Beach, California

WUXI, China and LONG BEACH, Calif., Sept. 21 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., (Nachrichten) Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that Dr. Zhengrong Shi, Suntech's Chairman and CEO, will participate in the CEO Panel to be held next week at the Solar Power 2007 Conference and Expo in Long Beach, California, North America's largest solar energy event.

The Solar Power 2007 CEO Panel will feature leaders from some of the industry's largest solar manufacturers. They will be asked to speculate on the future of solar energy, including questions such as:

-- When will solar reach grid parity (without subsidies) in the U.S. and Europe? -- Has the module supply shortage ended? -- How will the influx of new silicon production affect the industry in the next two to three years? -- How can utilities change their existing business models to make solar part of their business rather than a competitor to their business? -- What percentage of the total developed-world energy mix could realistically eventually be provided by solar electricity and in what timeframe?

The Solar Power 2007 Conference and Expo is being held September 24 - 27, 2007 at the Long Beach Convention Center; please visit Suntech's exhibition booth in Hall B, Booth 364. The Solar Power 2007 CEO Panel event is scheduled for Wednesday, September 26th at 8:30 am Pacific Time.

About Solar Power 2007

The Solar Power Conference and Expo was created in 2004 when the Solar Electric Power Association (SEPA) and the Solar Energy Industries Association (SEIA) joined together in partnership to fill an obvious void: the U.S. was missing a business-to-business solar conference and expo. With an industry growth rate of more than 40 percent per year, there was a need for a single event where industry could come together with potential customers, policymakers, investors, and other parties necessary for continued rapid growth. Solar Power 2007 is now recognized as the premiere solar event in the U.S. http://www.solarpowerconference.com/ .


Die Info in der nächsten mail ist noch besser: