Börsenneuling Solartron (Seite 126)
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Letzter Kurs 11:13:15 Lang & Schwarz
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Werte aus der Branche Erneuerbare Energien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,8700 | +59,83 | |
| 1,2250 | +18,64 | |
| 22,830 | +17,50 | |
| 1,4000 | +10,24 | |
| 12,600 | +8,62 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 10,160 | -6,45 | |
| 5,4000 | -9,24 | |
| 0,5200 | -10,03 | |
| 1,7500 | -11,62 | |
| 76,00 | -13,64 |
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Wie sieht es nun mit der "Finanzkrise" in Thailand aus? Ist die noch immer für den niedrigen Kurs dieser Aktie verantwortlich? Oder haben sich alle anderen Werte dort inzwischen wieder halbwegs erholt und nur Solartron bleibt zurück?
Geht es heute wieder richtig abwärts ???
K.
K.
Trotzdem bin ich weiterhin überzeugt, daß es sich um eine grundsolide Firma mit langfristigem Riesenpotential handelt.
aslo beime rsten ahbe ich zweifel,beim zweiten mit dem riessenpotenzial ,da muss ich nur lachen.
seit anfang an das selbe gesuelze hier, hatte mehrere warnungen drinnen hier !
das IPO A.K.R. was wirklich solide ist,zwar nicht billig ( ipopreis 2,30) notiert ietzt bei 2,20 nahe dem fairen wert von 1,80-2,00.
diese aktie wurde heir nur belaechselt,wqeisst aber keine negative performance auf im vgl solar.
ich hab beim ausverkafu mal ein paar solar geschnappt,und hoffe auf einen bounce mehr nicht.
auf KUV basis kann die aktie noch bis 3 baht fallen, wenns verlsute gibt bis 2,0 baht. nach oben ist fuer die anechsten 12 monate der deckel drauf bei 6.
auf kgv basis ist die aktie immer noch nicht sehr billig,,,nur moeglichereweisse fair bewertet wenn sie ihre planungen einhalten,voran ich meine zweifel habe.
die aktie hat seit 3 atge nach dem ipo den markt konsequent in allen marktphasen underperformt, die damaligen riessigen insiderverkaeufe gaben ihr uebriges ausserdem ist die OCKUP periode von 90% der aktien seit november abgelaufen...
mal sehen ob die wieder verhoekern unter 5, dann bin ich sft raus,mit gwinn oder verluyst egal
aslo beime rsten ahbe ich zweifel,beim zweiten mit dem riessenpotenzial ,da muss ich nur lachen.
seit anfang an das selbe gesuelze hier, hatte mehrere warnungen drinnen hier !
das IPO A.K.R. was wirklich solide ist,zwar nicht billig ( ipopreis 2,30) notiert ietzt bei 2,20 nahe dem fairen wert von 1,80-2,00.
diese aktie wurde heir nur belaechselt,wqeisst aber keine negative performance auf im vgl solar.
ich hab beim ausverkafu mal ein paar solar geschnappt,und hoffe auf einen bounce mehr nicht.
auf KUV basis kann die aktie noch bis 3 baht fallen, wenns verlsute gibt bis 2,0 baht. nach oben ist fuer die anechsten 12 monate der deckel drauf bei 6.
auf kgv basis ist die aktie immer noch nicht sehr billig,,,nur moeglichereweisse fair bewertet wenn sie ihre planungen einhalten,voran ich meine zweifel habe.
die aktie hat seit 3 atge nach dem ipo den markt konsequent in allen marktphasen underperformt, die damaligen riessigen insiderverkaeufe gaben ihr uebriges ausserdem ist die OCKUP periode von 90% der aktien seit november abgelaufen...
mal sehen ob die wieder verhoekern unter 5, dann bin ich sft raus,mit gwinn oder verluyst egal
Ich denke ja auch, dass das Potential hier riesig ist aber...
In Deutschland/Europa und jetzt Kalifornien gibt es auch eine enorm wichtige öffentliche Unterstützung für die renewables. In Asien sehe ich davon kaum etwas, bestenfalls etwas Interesse an Ethanol für die Autos - aber das eher aus kosten- denn umweltgründen. Es ist deswegen kaum ein ökonomischer oder Arbeitsplatzfaktor und in den weniger entwickelten Regionen fördert man lieber zweifelhafte Wasserkraftwerke. Ansonsten war in Thaliand jetzt die Rede vom Bau neuer Kohlekraftwerke. Wenn jetzt auch noch Öl- und Gas gefördert wird hat man leider viel zu viele Gründe, die Photovolatik nicht zu fördern.
Dabei ist der Einsatz gerade in den vielen off - grid Regionen sogar preisgünstiger als Dieselgeneratoren. Ich weiss nicht, wie es in Malaysia ist, aber in den anderen Ländern der Region wäre der Bedarf sicher da, und Konkurrenz für Solartron ist kaum vorhanden. Aber von einem problemlosen Binnenhandel sind diese Länder im Moment noch leider meilenweit entfernt, das meinte ich mit hinderlichem Nationalismus.
Wenn es keinen potentiellen Markt gäbe, hätte es die Gründung von Ekarat Solar sicher nicht gegeben - aber der Gegenwind kommt scheinbar zZ aus vielen Richtungen. Dass sie trotzdem weiter profitabel arbeiten finde ich ausdrücklich ermutigend und bin eigentlich auch davon überzeugt, dass die "grosse Stunde" noch kommen wird.
In Deutschland/Europa und jetzt Kalifornien gibt es auch eine enorm wichtige öffentliche Unterstützung für die renewables. In Asien sehe ich davon kaum etwas, bestenfalls etwas Interesse an Ethanol für die Autos - aber das eher aus kosten- denn umweltgründen. Es ist deswegen kaum ein ökonomischer oder Arbeitsplatzfaktor und in den weniger entwickelten Regionen fördert man lieber zweifelhafte Wasserkraftwerke. Ansonsten war in Thaliand jetzt die Rede vom Bau neuer Kohlekraftwerke. Wenn jetzt auch noch Öl- und Gas gefördert wird hat man leider viel zu viele Gründe, die Photovolatik nicht zu fördern.
Dabei ist der Einsatz gerade in den vielen off - grid Regionen sogar preisgünstiger als Dieselgeneratoren. Ich weiss nicht, wie es in Malaysia ist, aber in den anderen Ländern der Region wäre der Bedarf sicher da, und Konkurrenz für Solartron ist kaum vorhanden. Aber von einem problemlosen Binnenhandel sind diese Länder im Moment noch leider meilenweit entfernt, das meinte ich mit hinderlichem Nationalismus.
Wenn es keinen potentiellen Markt gäbe, hätte es die Gründung von Ekarat Solar sicher nicht gegeben - aber der Gegenwind kommt scheinbar zZ aus vielen Richtungen. Dass sie trotzdem weiter profitabel arbeiten finde ich ausdrücklich ermutigend und bin eigentlich auch davon überzeugt, dass die "grosse Stunde" noch kommen wird.
Antwort auf Beitrag Nr.: 26.329.129 von cmeise am 20.12.06 07:03:28Was soll man zu dieser Aktie noch sagen? Ich hab sie fast von Anfang an, war mal ganz schnell 20 % im Plus und hab seitdem eine Menge Geld verloren. Trotzdem bin ich weiterhin überzeugt, daß es sich um eine grundsolide Firma mit langfristigem Riesenpotential handelt. Wenn sich eine ehemalige Hinterhofbude wie SOLON von Frühjahr 2003 bis Frühjahr 2006 in nur drei Jahren in der Spitze verneunzigfachen(!!!) kann - und das im kalten Berlin - dann sollte es einer gut gemanagten gewinnbringenden Firma in einem sonnenreichen aufstrebenden Land auch gelingen, auf Dauer steigende Kurse zu bringen, oder? Die politische Lage ist wohl derzeit eher hinderlich, aber selbst der beschränkteste Nationalist wird irgendwann einsehen müssen, daß ein paar kleine Ölvorkommen seines Landes nur sehr kurzfristigen Gewinn bringen, während die Sonne ja bekanntlich noch viele Millionen Jahre zur Verfügung stehen wird.
Webseite Solartron: http://www.solartron.co.th/Newer/home.aspx
Webseite Solartron: http://www.solartron.co.th/Newer/home.aspx
Trading Spotlight
Zur Mittagszeit ist der Set 10,6% im plus - Solartron mit 10,1% auf 4,56.
Antwort auf Beitrag Nr.: 26.298.399 von cmeise am 19.12.06 09:56:45Die Regelungen werden wohl morgen doch weitgehend zurückgenommen - ziemlich ungewöhnliche Reaktion, wie ich finde. Mal schaun, wie weit sich die Märkte dann erholen können.
Allerdings bleibe ich bei meiner Skepsis, was die allgemeine Energiepolitik betrifft - solange es nicht einem stärker spürbaren politischen Willen und etwas weniger hinderlichen Nationalismus gibt, wird es nicht nur Solartron dort schwer haben.
Allerdings bleibe ich bei meiner Skepsis, was die allgemeine Energiepolitik betrifft - solange es nicht einem stärker spürbaren politischen Willen und etwas weniger hinderlichen Nationalismus gibt, wird es nicht nur Solartron dort schwer haben.
stock plunges
Thai share prices p ed on Tuesday after the central bank took the most stringent measures since the 1997 Asian financial crisis to curb the baht's rise, dealers said.
The Stock Exchange of Thailand (SET) composite index nosedived 64.62 points or 8.85 per cent to 665.93 in the first minutes of trading and the bluechip SET 50 index fell 53.10 points to 458.90.
At 11:00 am, the SET index rose slightly to 678.85 point, a drop by 51.70 point from the previous close. The volume was Bt74.78 million.
The Thai currency, which hit a new nineyear high of 35.12 to the dollar Monday, fell to 35.6570 early Tuesday.
The Bank of Thailand on Monday ordered banks to lock up 30 per cent of any new foreign currency deposits above 20,000 dollars for a year in an effort to curb inflows of funds pushing up the local currency.
Such deposits would carry no interest and a third of the funds would be forfeit if they were withdrawn before the one year was up.
"The new measure really dampened sentiment. It (makes) the Thai stock market less attractive for shortterm foreign investors," said Sukit Udomsirikul, a senior market analyst at Siam City Securities.
[b]Since the beginning of the year, the Thai baht has jumped about 14 per cent against the dollar, putting pressure on the country's key exporting companies.[/b]
Analysts said the central bank's latest move was aimed at protecting Thai exports.
The strong baht makes Thai exports less competitive in overseas markets and slashes the value of companies' repatriated profits.
Thai share prices p ed on Tuesday after the central bank took the most stringent measures since the 1997 Asian financial crisis to curb the baht's rise, dealers said.
The Stock Exchange of Thailand (SET) composite index nosedived 64.62 points or 8.85 per cent to 665.93 in the first minutes of trading and the bluechip SET 50 index fell 53.10 points to 458.90.
At 11:00 am, the SET index rose slightly to 678.85 point, a drop by 51.70 point from the previous close. The volume was Bt74.78 million.
The Thai currency, which hit a new nineyear high of 35.12 to the dollar Monday, fell to 35.6570 early Tuesday.
The Bank of Thailand on Monday ordered banks to lock up 30 per cent of any new foreign currency deposits above 20,000 dollars for a year in an effort to curb inflows of funds pushing up the local currency.
Such deposits would carry no interest and a third of the funds would be forfeit if they were withdrawn before the one year was up.
"The new measure really dampened sentiment. It (makes) the Thai stock market less attractive for shortterm foreign investors," said Sukit Udomsirikul, a senior market analyst at Siam City Securities.
[b]Since the beginning of the year, the Thai baht has jumped about 14 per cent against the dollar, putting pressure on the country's key exporting companies.[/b]
Analysts said the central bank's latest move was aimed at protecting Thai exports.
The strong baht makes Thai exports less competitive in overseas markets and slashes the value of companies' repatriated profits.
BAHT CRISIS
BOT bid to limit currency dealings
30% of big cash sums will have to be deposited in banks, it says
Foreign investors bringing in cash worth US$20,000 or more (approximately Bt700,000) would need to park 30 per cent of the amount in financial institutions. The money would be fully returned if the cash was taken out of the country after one year, the Bank of Thailand announced yesterday.
The 30-per-cent reserve requirement on capital will take effect today. Thus, foreign investors who bring in more dollars than the amount would only be able to exchange 70 per cent of their money into baht.
The reserve would be returned to them after 12 months.
Tarisa Wattanagase, the central bank governor, said at a press conference yesterday the measure would help curb speculation that has made the baht volatile and appreciated above its fundamental level.
"We think this measure will help slow down the short-term inflows as it would increase costs for speculators," Tarisa said.
Yesterday's move is the most stringent since 1997 to counter baht speculators, who have brought in billions of dollars in the past few months and pushed the baht to a level that has damaged Thailand's exports.
Last month, there were short-term inflows of US$300 million per week - that had tripled to $950 million per week this month, she said.
Yesterday, the baht shot up to a nine-year high - Bt35.06 - 16 per cent stronger than the value of the baht at the beginning of this year (Bt41). The Thai unit opened at Bt35.21 to Bt35.25 to the dollar before closing at Bt35.30 to Bt35.35 after news of the BOT's new measure. The measure will not apply to foreign direct investment (FDI), as the reserve would be returned to investors as soon they arrive in the Kingdom. Exporters and Thai investors paid out of their foreign investments would also be exempted from the move.
Foreign investors who bring in more capital than the criteria level and take it overseas before the end of one year would only be entitled to two thirds of the 30-per-cent reserve, or they would be charged 10 per cent of total capital inflow by Thai authorities.
The central bank has threatened to introduce more measures if the baht speculation persists. The speculative inflows have pushed the Thai currency up by 16 per cent so far this year.
Tarisa said the 30 per cent was calculated from profits expected to be generated by speculators. She said the new measure would effectively discourage speculative inflows and reduce baht volatility.
However, the central bank would closely monitor the baht after the measure is launched today. She said the central bank might cancel the measure, change the reserve amount, or change the time limit depending on the situation.
As a result, it is uncertain how long the measure will last for.
The governor also ruled out tax moves to tackle baht speculation, saying there was no need. Such moves too much time to introduce and were less flexible than the reserve measure.
Under the measure, financial institutions that withhold the reserve from foreign investors must submit the sum to the central bank on the 7th of every month. The BOT would make use of the capital to generate further returns.
Tarisa said the move may also affect the debt market but the BOT did not want to see speculative inflows in the debt market either.
Tarisa said several countries had implemented this measure to curb currency speculation. Chile used the 30-per-cent reserve for capital inflow for less than six months before cancelling the measure.
She insisted it was not against development of the capital market.
Meanwhile, Deputy Prime Minister and Finance Minister MR Pridiyathorn Devakula said before the BOT announcement that the new measure was positive news for exporters and investors. He admitted that the baht had been far too strong.
BOT bid to limit currency dealings
30% of big cash sums will have to be deposited in banks, it says
Foreign investors bringing in cash worth US$20,000 or more (approximately Bt700,000) would need to park 30 per cent of the amount in financial institutions. The money would be fully returned if the cash was taken out of the country after one year, the Bank of Thailand announced yesterday.
The 30-per-cent reserve requirement on capital will take effect today. Thus, foreign investors who bring in more dollars than the amount would only be able to exchange 70 per cent of their money into baht.
The reserve would be returned to them after 12 months.
Tarisa Wattanagase, the central bank governor, said at a press conference yesterday the measure would help curb speculation that has made the baht volatile and appreciated above its fundamental level.
"We think this measure will help slow down the short-term inflows as it would increase costs for speculators," Tarisa said.
Yesterday's move is the most stringent since 1997 to counter baht speculators, who have brought in billions of dollars in the past few months and pushed the baht to a level that has damaged Thailand's exports.
Last month, there were short-term inflows of US$300 million per week - that had tripled to $950 million per week this month, she said.
Yesterday, the baht shot up to a nine-year high - Bt35.06 - 16 per cent stronger than the value of the baht at the beginning of this year (Bt41). The Thai unit opened at Bt35.21 to Bt35.25 to the dollar before closing at Bt35.30 to Bt35.35 after news of the BOT's new measure. The measure will not apply to foreign direct investment (FDI), as the reserve would be returned to investors as soon they arrive in the Kingdom. Exporters and Thai investors paid out of their foreign investments would also be exempted from the move.
Foreign investors who bring in more capital than the criteria level and take it overseas before the end of one year would only be entitled to two thirds of the 30-per-cent reserve, or they would be charged 10 per cent of total capital inflow by Thai authorities.
The central bank has threatened to introduce more measures if the baht speculation persists. The speculative inflows have pushed the Thai currency up by 16 per cent so far this year.
Tarisa said the 30 per cent was calculated from profits expected to be generated by speculators. She said the new measure would effectively discourage speculative inflows and reduce baht volatility.
However, the central bank would closely monitor the baht after the measure is launched today. She said the central bank might cancel the measure, change the reserve amount, or change the time limit depending on the situation.
As a result, it is uncertain how long the measure will last for.
The governor also ruled out tax moves to tackle baht speculation, saying there was no need. Such moves too much time to introduce and were less flexible than the reserve measure.
Under the measure, financial institutions that withhold the reserve from foreign investors must submit the sum to the central bank on the 7th of every month. The BOT would make use of the capital to generate further returns.
Tarisa said the move may also affect the debt market but the BOT did not want to see speculative inflows in the debt market either.
Tarisa said several countries had implemented this measure to curb currency speculation. Chile used the 30-per-cent reserve for capital inflow for less than six months before cancelling the measure.
She insisted it was not against development of the capital market.
Meanwhile, Deputy Prime Minister and Finance Minister MR Pridiyathorn Devakula said before the BOT announcement that the new measure was positive news for exporters and investors. He admitted that the baht had been far too strong.
Stocks tank in chaotic day, down 15%
(dpa) - Thai stocks plummeted 15 percent Tuesday. Panic selling set in after the country's central bank introduced new controls on foreign investment, rattling markets throughout the region in the most dramatic turmoil since the 1997 Asian financial crisis.
The morning trading session saw panic by investors following the announcement Monday night of the new measure by the Bank of Thailand, said Mongkol Phuanpatra of Adkinson Securities.
"Investors lost confidence, and they are confused about the measure," he said.
At one point in the morning session the market had plunged more than 18 per cent.
Trading was temporarily suspended in the late morning when a "circuit-breaker" system was activated for the first time in the SET's 31-year history to halt panic selling by foreign investors.
The system, intended to limit market volatility, halts trading when the market goes up or down more than 12 per cent.
When the market reopened in the afternoon it continued to slide but at a slower pace, finishing the day down 14.83 per cent. It closed at 622.14, down 108.41 points. Trading volume was 72 billion baht.
The slide was slowed in part by increased buying by Thai investors shopping for bargains, Mongkol said.
Under the new Bank of Thailand rules that became effective Tuesday, financial institutions are required to withhold 30 per cent of foreign currencies bought or exchanged against the baht, while investing only the remaining 70 per cent.
The investors must keep the funds in Thailand for a year in order to withdraw all of the 30 per cent that was withheld. Early withdrawal includes a penalty of 33 per cent of the 30 per cent deposit.
The new rule is intended to cool down the rapid rise in the value of the baht. Its rise of some 17 per cent against the US dollar this year has been seen as hurting Thai exporters.
In a meeting Tuesday afternoon convened after the morning plunge, the Stock Exhange of Thailand and securities companies asked the central bank to review the measure, but the Bank of Thailand said they would not revise it.
"The measure issued by the Bank of Thailand is a good measure. In the long term it will boost investment," Finance Minister Pridiyathorn Devakula said.
Pridiyathorn said he believed the reserve requirement on short-term capital inflows would have only a short-term impact on the Thai stock market.
He called the central bank measure justified because the baht had weakened soon after it was announced.
The baht weakened from 35.51 to the US dollar Monday to 36.05 late Tuesday.
The regulation brought praise from some outside of government as an effort to curb baht speculation.
The president of the Rice Exporters Association, Chukiat Opaswong, called central bank couragous for imposing the measure.
(dpa) - Thai stocks plummeted 15 percent Tuesday. Panic selling set in after the country's central bank introduced new controls on foreign investment, rattling markets throughout the region in the most dramatic turmoil since the 1997 Asian financial crisis.
The morning trading session saw panic by investors following the announcement Monday night of the new measure by the Bank of Thailand, said Mongkol Phuanpatra of Adkinson Securities.
"Investors lost confidence, and they are confused about the measure," he said.
At one point in the morning session the market had plunged more than 18 per cent.
Trading was temporarily suspended in the late morning when a "circuit-breaker" system was activated for the first time in the SET's 31-year history to halt panic selling by foreign investors.
The system, intended to limit market volatility, halts trading when the market goes up or down more than 12 per cent.
When the market reopened in the afternoon it continued to slide but at a slower pace, finishing the day down 14.83 per cent. It closed at 622.14, down 108.41 points. Trading volume was 72 billion baht.
The slide was slowed in part by increased buying by Thai investors shopping for bargains, Mongkol said.
Under the new Bank of Thailand rules that became effective Tuesday, financial institutions are required to withhold 30 per cent of foreign currencies bought or exchanged against the baht, while investing only the remaining 70 per cent.
The investors must keep the funds in Thailand for a year in order to withdraw all of the 30 per cent that was withheld. Early withdrawal includes a penalty of 33 per cent of the 30 per cent deposit.
The new rule is intended to cool down the rapid rise in the value of the baht. Its rise of some 17 per cent against the US dollar this year has been seen as hurting Thai exporters.
In a meeting Tuesday afternoon convened after the morning plunge, the Stock Exhange of Thailand and securities companies asked the central bank to review the measure, but the Bank of Thailand said they would not revise it.
"The measure issued by the Bank of Thailand is a good measure. In the long term it will boost investment," Finance Minister Pridiyathorn Devakula said.
Pridiyathorn said he believed the reserve requirement on short-term capital inflows would have only a short-term impact on the Thai stock market.
He called the central bank measure justified because the baht had weakened soon after it was announced.
The baht weakened from 35.51 to the US dollar Monday to 36.05 late Tuesday.
The regulation brought praise from some outside of government as an effort to curb baht speculation.
The president of the Rice Exporters Association, Chukiat Opaswong, called central bank couragous for imposing the measure.
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