n******n
发帖数: 12088 | 1 I don't see any news indicating big FA change.
Just b/c the broad market is good and speculators are back to risky sectors?
For the leader FSLR, it's been 40% up in less 2 months, and those negative comments when it dropped big still echo...
My LDK only make some buffet money, lol. |
n******n
发帖数: 12088 | 2 On the other hand, do you guys think the tide will go on?
I wonder if SPWRA would do a follow-up run. It's the worst player in this
wave.
sectors?
comments when it dropped big still echo...
【在 n******n 的大作中提到】
: I don't see any news indicating big FA change.
: Just b/c the broad market is good and speculators are back to risky sectors?
: For the leader FSLR, it's been 40% up in less 2 months, and those negative comments when it dropped big still echo...
: My LDK only make some buffet money, lol.
|
L****a
发帖数: 572 | 3 There will be a spike of demand before German's July new
tariff rule. And the prices of all Solar componets are climbing,
including Poly, wafer, cell, module, just all fronts. |
L****a
发帖数: 572 | 4 have no idea why spwra is so weak
【在 n******n 的大作中提到】
: On the other hand, do you guys think the tide will go on?
: I wonder if SPWRA would do a follow-up run. It's the worst player in this
: wave.
:
: sectors?
: comments when it dropped big still echo...
|
s**********n
发帖数: 868 | 5 The cost/watt gap between Chinese players and Sunpower has been widen and
widen. Some analysts say Sunpower should trade down to book value because of
lack of earning power, which is around $13 if I remember right.
My take is that those analysts underestimate the installation cost advantage
that Sunpower has. Sunpower still has tons of potential to cut down the
cost of its modules in the coming years to win the balance of system cost
game. The sales channel and utility scale experience that Sunp
【在 n******n 的大作中提到】
: On the other hand, do you guys think the tide will go on?
: I wonder if SPWRA would do a follow-up run. It's the worst player in this
: wave.
:
: sectors?
: comments when it dropped big still echo...
|
n******n
发帖数: 12088 | 6 18 was a solid bottom. but it is broken now. today if it is closed <18, next
stop 13?
of
advantage
【在 s**********n 的大作中提到】
: The cost/watt gap between Chinese players and Sunpower has been widen and
: widen. Some analysts say Sunpower should trade down to book value because of
: lack of earning power, which is around $13 if I remember right.
: My take is that those analysts underestimate the installation cost advantage
: that Sunpower has. Sunpower still has tons of potential to cut down the
: cost of its modules in the coming years to win the balance of system cost
: game. The sales channel and utility scale experience that Sunp
|
n******n
发帖数: 12088 | 7 book val 14.6 from y!. may load some @ 15.
how do u think about its accounting scandal?
next
【在 n******n 的大作中提到】
: 18 was a solid bottom. but it is broken now. today if it is closed <18, next
: stop 13?
:
: of
: advantage
|
n******n
发帖数: 12088 | 8 but isn't this expected and priced-in? it's not news, is it.
【在 L****a 的大作中提到】
: There will be a spike of demand before German's July new
: tariff rule. And the prices of all Solar componets are climbing,
: including Poly, wafer, cell, module, just all fronts.
|
s**********n
发帖数: 868 | 9 The strong pricing, especially for wafers and cells, has been way beyond
expectation (at least my expectation).
I used to think the price will drop slowly (say 5%) in 1H2010, and drop
sharply (say another 20%) in 2H201, as suggested by some CCs last year.
However, the wafer price and cell price have been climbing and climbing in
recent months. Now they're both higher than December low by 10% and almost
recover to last summer's level. Can you believe that?
The democratic political procedure in s
【在 n******n 的大作中提到】
: but isn't this expected and priced-in? it's not news, is it.
|
n******n
发帖数: 12088 | 10 is there an index tracing wafer/cell prices? how do u trace them?
makers
【在 s**********n 的大作中提到】
: The strong pricing, especially for wafers and cells, has been way beyond
: expectation (at least my expectation).
: I used to think the price will drop slowly (say 5%) in 1H2010, and drop
: sharply (say another 20%) in 2H201, as suggested by some CCs last year.
: However, the wafer price and cell price have been climbing and climbing in
: recent months. Now they're both higher than December low by 10% and almost
: recover to last summer's level. Can you believe that?
: The democratic political procedure in s
|
s**********n
发帖数: 868 | 11 pvinsights.com
【在 n******n 的大作中提到】
: is there an index tracing wafer/cell prices? how do u trace them?
:
: makers
|
