nach Resplit 5:1 bergauf?
Ich bleibe weiterhin dabei...
VG
Taktueriker
Jaso wird kurzfristig auch noch nachziehen. Die sind mit etwas Abstand auf Jinko, TSL und CSIQ, nicht zu verachten.
Beachtet! Allein der bilanzielle Buchwert von Jaso müsste schon 60% Kurspotential auslösen. Das EK liegt bei 750 Mio.
Wenn jetzt auch noch operativ der Turnaround in Q4 geklappt haben sollte, sehe ich schnell Kurse von 30 US$ und mehr! Allein bei 30 US$ wären wir noch unter der aktuellen Bewertung von CSIQ und TSL!
Und allein deshalb, sehe ich JASO als Übernahmekandidat
Die Zellen um 1%
Module um 0%
www.pvinsights.com
Hi Daniel,
Thanks for your concern about the company.
We have spoken to the journalist of the article and the JASO mention was a mistake. The journalist has made correction in an updated article, please see here or below.
Hope this is helpful. Thanks.
CORRECTED-China pledges further support for solar industry
Tue Jan 7, 2014 5:38am EST
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(Removes reference to JA Solar Holdings Co Ltd in eighth paragraph)
Jan 4 (Reuters) - China pledged further support support for its ailing solar power industry on Saturday as the government seeks to revive a sector struggling with overcapacity and falling prices.
The State Council, China's cabinet, said in July that the country aimed to more than quadruple solar power generating capacity to 35 gigawatts by 2015 in an apparent bid to ease a glut in the domestic solar power industry.
The State Council, in a statement published on its website, said the Ministry of Industry and Information Technology was taking measures to "promote the healthy development of the photovoltaic industry".
The ministry, it said, was implementing the July directive by supporting consolidation in the industry, drafting guidelines for mergers and acquisitions and promoting standardisation.
It said the ministry was encouraging technological innovation, especially related to decentralised solar power installations not connected to the power grid. It was also supporting research and development efforts for batteries that can store solar electricity.
The ministry sought to improve standardisation and ensure "orderly competition" in the industry, the statement said.
The State Council said the solar industry had enjoyed a recovery in 2013. Total installed solar power generating capacity increased by around 8 GW, of which 6 GW were in power plants and 2 GW were in decentralised instillations, the statement said, citing preliminary estimates from the China Photovoltaic Industry Alliance.
Still, Chinese solar equipment producers like LDK Solar Co Ltd are teetering on the edge of bankruptcy.
China's support for its solar industry has been a source of trade friction. The United States and European Union have accused China of dumping underpriced solar panels on foreign markets and China has responded with anti-subsidy duties of its own. (Reporting by Gabriel Wildau; Editing by Ron Popeski)
Yi-Ke Hong
Account Director
Brunswick Group, 2605 Twin Towers (East), B12 Jianguomenwai Avenue, Beijing, 100022, China
Tel +86 (10) 5960-8600 Direct +86 (10) 5960-8617 Mobile +86 134-6654-2925 www.brunswickgroup.com
VG
Taktueriker
Werde meine Position weiter ausbauen und aus JKS und CSIQ etwas stärker in Jaso umschichten (die ersteren sind einfach top gelaufen!)
davon sind im Float: 25,9 Mio. AKtien und in 2014 sind bereits
21 Mio. gehandelt worden :-)
China pledges further support for solar industry
Reuters
1 hour ago
(Removes reference in Jan 4 story to JA Solar Holdings Co Ltd in eighth paragraph)
SHANGHAI, Jan 4 (Reuters) - China pledged further support support for its ailing solar power industry on Saturday as the government seeks to revive a sector struggling with overcapacity and falling prices.
The State Council, China's cabinet, said in July that the country aimed to more than quadruple solar power generating capacity to 35 gigawatts by 2015 in an apparent bid to ease a glut in the domestic solar power industry.
The State Council, in a statement published on its website, said the Ministry of Industry and Information Technology was taking measures to "promote the healthy development of the photovoltaic industry".
The ministry, it said, was implementing the July directive by supporting consolidation in the industry, drafting guidelines for mergers and acquisitions and promoting standardisation.
It said the ministry was encouraging technological innovation, especially related to decentralised solar power installations not connected to the power grid. It was also supporting research and development efforts for batteries that can store solar electricity.
The ministry sought to improve standardisation and ensure "orderly competition" in the industry, the statement said.
The State Council said the solar industry had enjoyed a recovery in 2013. Total installed solar power generating capacity increased by around 8 GW, of which 6 GW were in power plants and 2 GW were in decentralised instillations, the statement said, citing preliminary estimates from the China Photovoltaic Industry Alliance.
Still, Chinese solar equipment producers like LDK Solar Co Ltd are teetering on the edge of bankruptcy.
China's support for its solar industry has been a source of trade friction. The United States and European Union have accused China of dumping underpriced solar panels on foreign markets and China has responded with anti-subsidy duties of its own.
(Reporting by Gabriel Wildau; Editing by Ron Popeski)
das ganze wird natürlich auch vom gesamtmarkt abhängig sein, deswegen sollten wir den januar erst einmal im auge behalten..........davon wird einiges abhängig sein
Die Aktie gefällt mir die letzten Tage überhaupt nicht. Zudem ist der Newsflow mehr als dürftig, was mich mittlerweile vorsichtiger werden lässt. Habe rein intuitiv am Freitag, ohne den heutigen Absturz vorherzusehen, einige Stücke in Renesola umgeschichtet...
Vg
Taktueriker
Der geringe Newsflow gegenüber den anderen großen China Solaris ist doch ungewöhnlich...
VG
Taktueriker
Polysilicon steigt weiter kräftig, die Zellhersteller können diesen Anstieg aber nur teilweise weitergeben und die Modulhersteller gar nicht mehr, dort sinken die Preise!
Ergo: Die Bruttomargen werden wieder leiden!
Aufpassen
Weiß auch nicht so recht.....
Werd aus JaSolar nicht schlau...
VG
Taktueriker
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20.00 10.40 0.00 9.80§10.20
22. January 2014 | Markets & Trends, Global PV markets, Industry & Suppliers | By: Edgar Meza
South Africa continues to attract global solar players. With joint module factory, JA Solar and Powerway hope to expand operations throughout the Southern African region.
Cape Town, South Africa
The new fab will have an initial annual capacity of 150 MW and can expand up to 600 MW to meet growing demand.
wikimedia commons
JA Solar and Powerway are partnering on a module manufacturing facility in Port Elizabeth, South Africa.
The Chines companies formed a joint venture to oversee the project. The facility, located in Port Elizabeth's COEGA Industrial Development Zone, will service customers in South Africa and the broader Southern African region with solar modules assembled from JA Solar's high-efficiency cells.
Production is scheduled to begin in the second quarter, with the plant targeted to reach an initial annualized capacity of 150 MW. The new fab to is expected to employ more than 200 workers in the area within its first year of production.
JA Solar and Powerway South Africa have the option to expand the production capacity of the facility up to 600 MW to meet growth in regional demand.
Baofang Jin, JA Solar chairman and CEO, said the factory would "play a crucial role as we seek to benefit from the significant growth potential across the Southern African region. Improved cost-effectiveness is making solar an increasingly attractive energy alternative in South Africa. Having a presence on the ground will give us the local knowledge and qualification needed to identify and pursuit the best commercial opportunities while providing better services to our customers."
Charles Domingo, managing director of Powerway South Africa, added that the company was seeing increasing demand for quality solar modules in the South African market.
The "central position of this facility means it is ideally located for exports from the COEGA Port and will serve project sites in Northern Cape, Western Cape, Gauteng and the greater Southern Africa region. We already have a long and fruitful relationship with JA Solar and are delighted to be extending that into a new and exciting market," he said.
Read more: http://www.pv-magazine.com/news/details/beitrag/...003/#ixzz2rDJLcrMt
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