Trina Solar - Die strahlende Perle

Der Aktionär schreibt ... das ist in der Regel kein gutes Zeichen. Vllt. sollte man doch lieber verkaufen.

 

(RTTNews.com) - Trina Solar Limited ( TSL ) commented Friday on the filing of an antitrust and unfair trade practice lawsuit by Energy Conversion Devices against Trina Solar and other China-based solar manufacturers in the U.S. District Court for the Eastern District of Michigan.
The company said it believes the lawsuit is without merit and will vigorously defend itself against the baseless allegations in the complaint.

http://www.nasdaq.com/article/...-antitrust-litigation-20131011-00114  

ist gerade was für daytrader.  

hier passiert ja nicht grad viel die letzten tage....naja ich bin ja auch dabei...ek 11,80 vielleicht doch zu spät rein gegangen...Aber auf langersichert sieht es eigentlich gut aus bei trina find ich...  

Argand Energy led the development and financing efforts for this project overcoming two significant obstacles. The first was securing an investor to take advantage of the 35% state tax credit offered by North Carolina. N.C. state tax credit investors are scarce and those that can monetize the credit typically prefer to deal with larger projects to keep transaction costs down. Argand was able to tap into its extensive network of financing partners to bring in a high net worth individual willing to come into a deal of this size. The second obstacle involved overcoming the loss of the SunSense incentive when the program was cancelled late in 2012 by Duke Energy.

"The loss of the SunSense incentive changed the project economics," said Rob Lease, VP of Sales at Argand Energy. "But we had a dedicated team and a committed host site and wanted to see the project come to fruition. We worked closely with our development team, our financier, and our partners at Trina Solar to rework the numbers. With some creativity, we were able to make the project pencil for all sides."...

"This project demonstrates the importance of working with stable, trusted partners," said Mark Mendenhall, President of Trina Solar Americas. "High-quality Trina Solar panels sit atop the Exhibit Resources roof because the partners involved understand the solar industry and have the resources to bring projects to a successful completion."....
http://quotes.freerealtime.com/dl/frt/N?NewsStory=1  

im Vergleich mit Suntech Power
....SunPower (NASDAQ: SPWR  )  and Trina Solar (NYSE: TSL  )  appear to be better buys than Suntech Power.  

Trina Solar is one of the leaders in the Chinese solar sector while SunPower is the leader in the rooftop sector. Both sectors are due for enormous growth as solar energy becomes more affordable over time.  

Both companies have outperformed the market year to date. SunPower has rallied over 450% this year while Trina Solar has rallied almost 280%. Both stocks are near 52-week highs.

The fundamentals for both companies are very strong. The margins for Trina Solar have likely bottomed out with second quarter gross margins increasing from 8.4% to 11.6% year over year . SunPower's margins are holding steady around 40%. Both companies are fully utilized and are rumored to be expanding megawatt capacity for next year.

The bottom line
Owning Suntech Power is dangerous. The company has more far more debt than assets and has already defaulted on its loans. In my opinion, the current market price is likely due to Suntech Power being a trading vehicle for solar sector sentiment. As the restructuring ruling on December 20 nears, it is very possible that Suntech Power will trade significantly lower. .....
http://www.fool.com/investing/general/2013/10/17/...ng-to-sunset.aspx  

.....Deutsche Bank thinks Trina Solar (TSL) and Yingli Green Energy (YGE) deserve a higher valuation multiple, as the global demand outlook is bright and the domestic competitive landscape is right. The broker raised its price target on Trina Solar to $23 from $18 These two stocks last closed at $16.47 and $7.94.  

Deutsche Bank thinks Trina Solar (TSL) and Yingli Green Energy (YGE) deserve a higher valuation multiple, as the global demand outlook is bright and the domestic competitive landscape is right. The broker raised its price target on Trina Solar to $23 from $18, and on Yingli Green Energy to $10 from $8. These two stocks last closed at $16.47 and $7.94.

Demand for solar panel is long-term and global, according to analysts Vishal Shah, Jerimiah Booream-Phelps and Susie Min:

In the US, solar projects at the residential and commercial level are currently been done at PPAs offered 20% below the prevailing retail electricity prices.

Despite system costs averaging 20-30% above European system costs (due to inefficiencies in the US market), project owners are still able to generate 11% after-tax unlevered returns.

We also expect demand from China and other emerging solar markets to remain strong over the next few years.

The broker expects the first-tier companies to run at full capacity:.....
http://blogs.barrons.com/emergingmarketsdaily/...-yingli/?mod=BOLBlog  

Industry consolidation is on the way as the state tightens financing on the smaller players to push them out:

Tighter financing environment in China along with more concentrated distribution of downstream solar projects are some of the primary drivers of consolidation in our view. We expect to get more details on both fronts – in particular, we expect a handful of companies with strong relationships with state owned enterprises to gain share in the Chinese solar market. Our current models do not assume significant share gains for tier 1 Chinese companies such as TSL, YGE and we expect significant upside to our 2014 estimates if these companies were to gain market share. Link s.o.  

bis Jahresende oder 2014 hindurch

.....Here are analysts Vishal Shah, Susie Min and Jerimiah Booream-Phelps:

Companies appear to be more bullish on 2014 demand expectations – most companies expect demand to reach 45GW next year with some companies such as YGE calling for 50GW demand estimate in 2014. China appears to be the big source of demand upside - companies expect at least 12GW and up to 15GW of demand in China in 2014.

China demand expectations have improved over the past few months – most solar companies expect China demand to approach 8-9GW this year (vs prior est of 5-6GW) mainly due to a rush of solar installations in Western China where incentives are set to decline from RMB 1.0/kWh to 90c/kWh.

On the supply side, Chinese government is forcing rational pricing and industry consolidation by choking off financing to sub-scale tier-2 and -3 companies. This is good for the first-tier companies as they gradually return to profitability:
....
Investor attendance at the conference was up sharply (probably the best since the financial crisis) although we believe most investors were either underinvested or have been on the sidelines. Considering the prospects of further improvement in pricing/margins and upward estimate revisions, we expect the current solar rally to continue through the year-end. TSL, YGE remain top picks in the Chinese solar sector.
http://blogs.barrons.com/emergingmarketsdaily/...inue-till-year-end/?  

http://www.deraktionaer.de/aktien-weltweit/...lar-rallye-20162029.htm
hätte ja auch sagen können woher er das hat,schliesslich war er nicht bei der Tagung dabei  

morgens rein. wie ich schon sagte.gerade lohnt sich das daytraden wegen den verrückten Amis.  

die 12.90 Willich heute noch sehen!!!!!!!!!!!!!!!!!!!!  

gar nicht gut aus heute. Irgendwelche News die diesen Kursverfall rechtfertigen? Oder Spielball der großen Zocker?  

Da sind aber einige große Short im Moment!  

immer cool bleiben. der wert ist kein Luftschloss sondern eine Firma die mit beiden beinen am boden und mit Visionen im himmel ist.
der regen muss sein um die die bäume wachsen zu lassen. warten wir bis die sonne wieder scheint.
good  dreams. ist Weekend. yes  

an der Börse. geil. der kick ist derselbe. mal sehen wo wir heute austeigen ;-)))  

Jetzt geht's wieder hoch und Montag Abend wieder Rakete.. Immer das gleich mit den Amis.  

kurs bewegt sich heut ab 2.22pm praktisch nciht mehr.. 16.10-16.11usd - wie ein strich..............

 

Ja du hast recht.. Weiß jemand warum?  

 computergesteuertes verkaufsprogramm....bis 16,10$...?

 

• Chinese Internet and  solar stocks, many of which have skyrocketed this year, have closed  with decent losses after the Shanghai exchange fell for the fourth day in a row amid credit crunch worries, and as NQ Mobile continued to feel the impact of Muddy Waters' fraud allegations.
• Muddy  Waters' detailed accusations regarding ghost addresses, a shell  company, inflated market share figures, dubious cash balances, and  spyware are likely to yield fresh scrutiny of the financial statements  provided by Chinese ADRs, and could also affect the reception given to  upcoming IPOs (I, II). Investor concerns about the bookkeeping of U.S.-traded Chinese firms had diminished some this year.

http://seekingalpha.com/currents/all/today

 

sind mehr Käufer als Verkaüfer bei Xetra
ist ja wohl auch völlig hirnrissig anzunehmen,nur weil Muddy Waters meint er will jetzt einen Telkomwert shorten den er vorher zerplückt hat mit bisher unbewiesenen anschuldigungen müssten jetzt alle Chinawerte schon wieder betrügerische Bilanzen aufweisen.Soweit ich weiss hat Trina KPMG als Auditor,die können sich das gar nicht leisten gefälschte Reporte zu liefern
http://www.nasdaq.com/press-release/...of-shareholders-20130903-00311
 

Sehr ich genauso wie du.. Hab erstmal nachgelegt. Denke die technische Gegenbewegung wird Montag oder Dienstag kommen. Alles nur halb so wild.. Deutsche Bank sagt Kursziel 23 Dollar...  

NQ Mobile hat eine Pressekonferenz gegeben und behauptet ,die Bilanzierung aller Assets in Level 2 sei durchaus üblich in China.Wie ein Gespräch mit Accountant Professor Huang von der Hongkonger Universität zeigte ,waren die Behauptungen falsch .Auch Anrufe bei verschiedenen Firmen in China bewiesen,dass dies nicht üblich sei.
Man kann also davon ausgehen,dass Muddy Waters bei dieser Firma recht haben mag,aber dass dies nicht übertragbar ist auf die grossen chinesischen Solarfirmen.
Wie ich schon sagte....
http://blogs.barrons.com/emergingmarketsdaily/...on-chinese-practice/