Suntech Power - Wachstumsgigant aus China
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| Eröffnet am: | 19.03.07 13:38 | von: FlamingMoe | Anzahl Beiträge: | 41 |
| Neuester Beitrag: | 31.03.08 19:37 | von: martin30sm | Leser gesamt: | 21.847 |
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Und es scheint, als würde es so weitergehen:
- der Umsatz soll laut offizieller Prognose im 1. Quartal um 145% zulegen
- wurden 2006 noch 160 MW produziert, so kann man für 2007 mit einer Produktion von mind. 280 MW (+80%) und 2008 von mind. 430 MW ausgehen (+55%)
- der Bau mehrerer Produktions- und Forschungsstätten hat begonnen; zwei kleinere Standorte mit zusammen 120 MW Kapazität sollen Anfang 2008 in Betrieb gehen, zudem ist eine große Produktionsanlage, die bis zu 1000MW (!) Kapazität haben soll, bereits im Bau
- letzten Monat wurde noch ein großer Liefervertrag mit Conergy geschlossen, der in 2007 allein einen Umsatz von etwa 270 Mio. $ bringt
Zur Bewertung:
Beim derzeitigen Kurs von 35$ und geschätzten 180 Mio. Aktien am Jahresende (aktuell 150 Mio., für 2007 geplante KE habe ich aber schon mit einberechnet) ist Suntech 6,3 Mrd. $ wert, macht ein KGV07 von ca. 31 und ein KGV08 von 18. Das ist bei dem enormen Wachstum und den langfristig sehr guten Wachstumsaussichten für die Branche nicht zu teuer, zumal ich überall ziemlich konservative Annahmen getroffen habe. Vor allem auch im Vergleich zu einer Solarworld, die ein ähnliches KGV07 aufweist, ist Suntech günstig, da sie eben ein deutlich höheres Umsatzwachstum hat.
Meine Empfehlung:
Kaufen (evtl. Rückfall auf die Unterstützung bei 32,50 Dollar abwarten) und einige Jahre liegen lassen. Erstes Kursziel ist dann das bisherige ATH bei 46 Dollar, auf Sicht von 2 Jahren könnten dann unter bestimmten Voraussetzungen dreistellige Kurse drin sein.
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Suntech Targets 1 Gigawatt Production Capacity by End of 2008, Previous Goal Was 2010
Suntech Power Holdings Co. said Thursday it expects to reach a 1 gigawatt production capacity target by the end of 2008, two years ahead of schedule.
As a result of its production outlook, Suntech expects revenue of $1.9 billion to $2.1 billion next year. Analysts polled by Thomson Financial expected revenue of $1.95 billion, on average.
The company earlier set a production capacity target of 600 megawatts by the end of 2008 and expected to reach the 1 gigawatt target by the end of 2010. Suntech said it has secured enough polysilicon with its recently reported supply contracts to produce more than 530 megawatts of generating capacity next year.
A one-megawatt power plant running continuously at full capacity can power 778 households each year, according to the Department of Energy. Solar technologies have lower capacity factors since their availability to generate power is constrained by availability of the sun.
Suntech also lifted its year-end capacity target and sales volume forecast for 2007.
The company now targets a production capacity of 540 megawatts by the end of the year, compared with an earlier target of 480 megawatts. It expects full-year sales volumes of 363 megawatts to 365 megawatts of annual generating capacity, compared with its previous 325 megawatts forecast.
The full-year 2007 forecasts include a fourth-quarter sales volume outlook of 109 megawatts to 111 megawatts of annual generating capacity. Suntech expects fourth-quarter gross margins, excluding charges, to improve by 50 to 100 basis points from the previous quarter.
Suntech shares jumped $5.31, or 8.6 percent, to $67 in premarket trading after closing at $61.69 on Wednesday
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ThinkEquity analyst Jonathan Hoopers says ahead of Suntech Power's (STP) third quarter earnings release today, he increased his $1.86 billion fiscal year 2008 revenue estimate to $1.98 billion, representing 46% year-over-year growth on 62% year-over-year growth in megawatts of production. He notes third quarter results were impressive.
Hoopers says STP has been one of the most active Solar PV companies in signing up new polysilicon and wafer supply contracts. While details of these contracts are not always available, he says it appears the company is intent on firming up as much supply as possible to facilitate rapid production expansion.
The analyst raises his price target to $90, 39 times his $2.30 2009 EPS estimate, a multiple more in line with the company's strong market position and growth outlook.
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Despite higher polysilicon prices, most Greater China solar panel manufacturers say they plan to lower or keep prices steady to win market share. This is according to Global Sources’ (Nasdaq: GSOL) China Sourcing Report: Solar Panels ( http://www.chinasourcingreports.com ).
(Logo: http://www.xprn.com/xprn/sa/200708071747.jpg )
The Report shows 88 percent of suppliers plan to decrease or keep prices stable, while only 12 percent plan to increase prices.
"With the polysilicon shortage expected to continue until 2009, most manufacturers are implementing measures to streamline production," said Report publisher, Spenser Au. "These include expanding to gain economies of scale, backward integration and R&D to produce thinner solar cells that require less polysilicon."
Among respondents’ plans to lower production costs:
-- 28 percent are looking for ways to reduce waste;
-- 27 percent are increasing automation; and
-- 25 percent are upgrading management systems.
The remaining 20 percent say they plan to focus on vertical integration and decreasing defects to improve manufacturing efficiency.
Greater China Solar Panel Exporters Facing Challenges
Au said: "Manufacturers are generally optimistic, with 97 percent expecting exports to increase over the next 12 months. However, with excess capacity in the high double-digits, a larger number of suppliers are reducing prices to gain orders."
Among surveyed suppliers’ primary concerns for the next 12 months:
-- 60 percent cited price competition;
-- 25 percent said raw material costs;
-- 7 percent indicated stricter overseas standards;
-- 5 percent cited design copying; and
-- 3 percent indicated labor shortages.
In-Factory Interviews, Price Forecasts and New Solar Panel Export Models
The 98-page China Sourcing Report: Solar Panels provides detailed profiles of 60 suppliers with verified manufacturing and export credentials. It includes a Product Gallery featuring 86 of the most popular export models, with key specifications and full-color pictures.
The Report’s surveys, price trends and supply forecasts help buyers make better-informed purchasing decisions.
Specialized Global Sources Websites, Trade Shows, Magazines and Research Reports
China Sourcing Reports ( http://www.chinasourcingreports.com ) are part of Global Sources’ sourcing and product information services. These include Global Sources Online ( http://www.globalsources.com ), Global Sources Trade Magazines, Global Sources Direct ( http://www.GlobalSourcesDirect.com ) and the China Sourcing Fairs ( http://www.chinasourcingfair.com ). For more information, visit http://www.corporate.globalsources.com .
The China Sourcing Report: Solar Panels is available for purchase at http://www.chinasourcingreports.com/solarpanels07 .
Information about Greater China solar panel suppliers and products can be found at
http://www.chinasuppliers.globalsources.com/...liers/Solar-Panels.htm .
About Global Sources
Global Sources is a leading business-to-business (B2B) media company and a primary facilitator of two-way trade with Greater China. The core business is facilitating trade from Greater China to the world, using a wide range of English-language media. The other key business segment facilitates trade from the world to Greater China using Chinese-language media.
The company provides sourcing information to volume buyers and integrated marketing services to suppliers. It helps a community of over 647,000 active buyers source more profitably from complex overseas supply markets. With the goal of providing the most effective ways possible to advertise, market and sell, Global Sources enables suppliers to sell to hard-to-reach buyers in over 230 countries.
The company offers the most extensive range of media and export marketing services in the industries it serves. It delivers information on 2 million products and more than 160,000 suppliers annually through 14 online marketplaces, 13 monthly magazines, over 100 sourcing research reports and nine specialized trade shows which run 22 times a year across seven cities.
Suppliers receive more than 23 million sales leads annually from buyers through Global Sources Online ( http://www.globalsources.com ) alone.
Global Sources has been facilitating global trade for 36 years. In mainland China it has over 2,000 team members in 44 locations, and a community of over 1 million registered online users and magazine readers for
Chinese-language media.
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PR Newswire
November 26, 2007: 08:00 AM EST
SAN FRANCISCO, Calif., Nov. 26 /Xinhua-PRNewswire/ -- Suntech Power Holdings Co., Ltd. , one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced that management is scheduled to present at the following upcoming investor conferences:
-- Credit Suisse 2007 Annual Technology Conference on November 27, 2007 in
Phoenix, Arizona. The conference will be held at The Phoenician.
Management will present at 5:00p.m. MST.
-- ThinkEquity Greentech Summit on December 5, 2007 in San Francisco,
California. The conference will be held at the St. Regis Hotel.
Management will present at 9:30a.m. PT.
-- Lehman Brothers Global Technology Conference on December 6, 2007 in San
Francisco, California. The conference will be held at the Fairmont
Hotel. Management will present at 4:30p.m. PT.
Webcasts of management presentations will be available on the ''Investors'' section of the Suntech website: http://www.suntech-power.com under ''Events.''
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 .
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deshalb habe ich den ganzen Abend für STP & SPWR mitgezittert..;-)
aber
das "Team" hat's wieder geschafft:
Extended Hours: Last 68.15 Change +0.67 (+0.99%)
nicht berauschend , aber nachdem Anfang heute in NY...ist das SUPER
see u in ...NY ????
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Suntech Power Holdings Co., Ltd. (NYSE: STP - News), one of the world's leading manufacturers of photovoltaic (PV) cells and modules, today announced its support of The Green Long March initiative to promote increased understanding of environmental successes and challenges in China, and encourage sustainable development.
NY STP +4,65$=+6,26%=78,98$
In early 2007, Future Generations and the Beijing Forestry University, with the support of the State Forestry Administration, launched The Green Long March -- a nation-wide youth program to encourage environmental conservation in 22 provinces and 26 national nature preserves in China. 2,000 core students from 43 Chinese universities formed relay teams to travel by train and foot along 10 routes through China. Suntech sponsored the Yellow River route that traced China's second longest river from the western province of Qinghai to the eastern province of Shandong where the river joins the sea. The sponsorship provided funding for conservation training, surveys on conservation initiatives, uniforms and equipment, food, transportation and a campaign to increase public awareness of the project.
"Educational campaigns such as The Green Long March are vital to increasing awareness of the environmental challenges that we are facing today, and encouraging the search for solutions that can lead to sustainable development," said Dr. Zhengrong Shi, Suntech's chairman and CEO. "The widespread community involvement in The Green Long March coincides with Suntech's commitment to promoting broad based initiatives that will help bring about an environmentally sustainable future."
During the course of The Green Long March, students exchanged environmental conservation ideas with approximately 75,000 people from universities, schools, communities and government bureaus. Among its many activities, the project included the planting of a million trees, and surveying of hundreds of local environmental successes as well as areas which need improvement in China. An estimated 9.75 million people were indirectly impacted through this environmental education campaign.
"We believe that China will play a key role in developing global environmental protection initiatives and we look forward to continuing to support programs that encourage conservation of our natural resources," added Dr. Shi.
The closing ceremony of The Green Long March was held at the Beijing Forestry University on November 24, 2007 and commemorated the outstanding environmental activism of the students who spearheaded the march. A collection of The Green Long March Diaries, media coverage and scientific essays were published to mark the successful closing of the March.
For further information about The Green Long March please visit http://www.greenlongmarch.org .
About Future Generations
Future Generations, founded in 1992, is a non-profit educational institution that teaches and enables a process of equitable and sustainable community change in four countries: Afghanistan, China, India and Peru. The process of community change is designed to facilitate three-way partnerships between communities, government and non-government organizations and to scale- up successful community-based programs to the regional or national level.
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 .
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Suntech Power Holdings Co., 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, has been named one of China's Green Persons of the Year for his outstanding contribution to environmental protection initiatives and environmental awareness within China. The award was presented to Dr. Shi and eight other recipients at a ceremony held in Beijing on December 14, 2007.
The national award, sponsored by seven Chinese government institutions including the State Environmental Protection Administration, Central Propaganda Department, National Environmental Protection Committee, Population, Resources and Environment Committee of the CPPCC, Ministry of Culture, State Administration of Radio, and the Chinese Communist Youth League and supported by the United Nations Environmental Program, is China's highest honor for those that make exceptional contributions to environmental protection. Dr. Shi and eight others were chosen to receive the award after a nationwide selection process that combined results from internet polling, media surveys and opinions from a panel of experts.
"I am honored to receive this national accolade for environmental protection," said Dr. Zhengrong Shi. "The increasing symptoms of climate change are a concern not just for China, but the entire world and I believe that it is our responsibility, both as individuals and as corporations, to proactively support initiatives that conserve our environment and encourage sustainable development. I have no doubt that solar power will play a critical role in this broader environmental conservation movement, and Suntech will continue to drive technology advancements to reduce cost and facilitate the widespread adoption of solar power."
Suntech plays a leading role in the development of green initiatives in China through sponsorship of environmental protection programs, participation in the design and installation of solar projects, and continuous education of Chinese constituents. Dr. Shi personally devotes over 20 percent of his time to meeting with Chinese government officials, business leaders, academics and citizens to build awareness about climate change and global warming.
Suntech's commitment to the highest standards of resource conservation and environmental protection extend to its own facilities. Suntech is currently constructing its new headquarters in Wuxi, China which will incorporate a wide variety of environmentally friendly architectural techniques including geothermal heating, convection cooling, extensive use of natural light, rain water recycling, and a 1MW solar fa?ade that are designed to ensure that the building will generate 85% of its energy needs from renewable sources.
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
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http://biz.yahoo.com/ap/080220/suntech_power_outlook.html?.v=1
16:14 21.02.08
Rating-Update:
Arlington (aktiencheck.de AG) - Die Analysten von Friedman, Billings, Ramsey & Co stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) weiterhin mit "market perform" ein. Das Kursziel werde von 50 USD auf 48 USD gesenkt. (21.02.2008/ac/a/u)
08:01 22.02.08
Rating-Update:
Zürich (aktiencheck.de AG) - Die Analysten der UBS stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) von "neutral" auf "buy" herauf. (22.02.2008/ac/a/u)
Offenlegung von möglichen Interessenskonflikten: Mögliche Interessenskonflikte können Sie auf der Site des Erstellers/ der Quelle der Analyse einsehen.
Quelle: aktiencheck.de
08:25 22.02.08
Rating-Update:
London (aktiencheck.de AG) - Die Analysten von Collins Stewart bewerten die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) unverändert mit dem Rating "buy". Das Kursziel reduziere man von 65 USD auf 50 USD. (22.02.2008/ac/a/u)
08:27 22.02.08
Rating-Update:
Greenwich (aktiencheck.de AG) - Die Analysten von Am Tech/ JSA Research stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) weiterhin mit "buy" ein. Das Kursziel senke man von 81 USD auf 71 USD. (22.02.2008/ac/a/u)
07:53 25.02.08
Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Ardour Capital stufen die Aktie von Suntech Power Holdings (ISIN US86800C1045/ WKN A0HL4L) unverändert mit "buy" ein. Das Kursziel werde von 110 auf 65 USD gesenkt. (25.02.2008/ac/a/u)