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also wenn ich solche artikel lese dann bin ich echt am zweifeln wie es hier weiter geht
und ob wir überhaupt mal über die 3€ kommen
bin auch investiert und hoffe auf 2-3 jahre eigentlich mit bis zu 8-10€
aber wie schon gesagt wenn ich jetzt diesen artikel hier lese dann weiß ich nicht ob das wirklich so der fall ist
Is China's Solar Wafer Production Out of Control?
For ReneSola (SOL) and LDK Solar (LDK)) investors, the worst is yet to come. China's poly-silicon production increases dramatically in the last 12 months and two new companies just started to produce poly-silicon last Months.
U.S.-listed solar wafer makers Renesola and LDK solar are facing tougher and tougher competition, their futures have now dimmed further since two more companies in China announced plans to produce poly-silicon wafers: Puhong new energy Corp and Shengte new energy Corp. Puhong is expected to produce 1500 tons poly-silicon by 2010 (a capacity compatible with Renesola's). Puhong won the bid in China's first 10MW solar project according to the China's official renewable energy website.
The two new poly-silicon companies sit just beside Renesola in the same industrial park in Zhejiang province. The amazing thing is that Renesola didn't win the contract to provide the wafer to the 10MW project, but a new company did. This is another example that indicates poly-silicon prices will tumble further if China's production goes out of control.
es sieht gut aus
New York (aktiencheck.de AG) - Sunil Gupta, Analyst von Morgan Stanley, stuft die Aktie von ReneSola (ISIN VGG7500C1068/ WKN A0KEXQ) unverändert mit "overweight" ein.
SmarTrend is bullish on shares of Renesola and our subscribers were alerted to Buy on June 16, 2010 at $6.35. The stock has risen 18.8% since the alert was issued.
www.prnewswire.com/news-releases/...010-results-106753638.html
Third Quarter 2010 Financial and Operating Highlights
* Total solar wafer and module shipments in Q3 2010 were a record 324.9 megawatts ("MW"), an increase of 25.8 % from 258.3 MW in Q2 2010.
* Q3 2010 net revenues were a record US$358.7 million, an increase of 41.3% from US$253.9 million in Q2 2010.
* Q3 2010 gross profit was US$116.7 million with a gross margin of 32.5%, compared to gross profit of US$76.6 million with a gross margin of 30.2% in Q2 2010.
* Q3 2010 operating income was US$86.4 million with an operating margin of 24.1%, compared to operating income of US$52.5 million with an operating margin of 20.6% in Q2 2010.
* Q3 2010 net income was a record US$60.1 million, representing basic and diluted earnings per share of US$0.35 and basic and diluted earnings per American depositary share ("ADS") of US$0.70.
* The Company generated strong operating cash flow of US$118.7 million in Q3 2010, bringing cash and cash equivalents and restricted cash at the end of Q3 2010 to US$286.6 million, compared with US$246.6 million at the end of Q2 2010, while further reducing total debt from US$577.1 million at the end of Q2 2010 to US$542.2 million at the end of Q3 2010.
"Continuous cost reduction efforts coupled with robust market demand has led us to deliver another quarter of impressive financial and operating results," said Mr. Xianshou Li, ReneSola's chief executive officer. "As we focus on the production of high-quality wafers supported by module services, our growing in-house polysilicon production capacity will allow us to more effectively hedge our upstream risk and seize opportunities that will further define our company as a leading provider of solar energy."
Julia Xu, ReneSola's chief financial officer, added, "Our ongoing emphasis on improving manufacturing efficiencies has led to another quarter of improved margins and a substantial increase in our top and bottom line results. Additionally, our strong cash flow generation and prudent capital expenditures have resulted in a net cash balance of US$286.6 million for the first nine months of 2010, improving our capital structure and positioning us well for further expansion in 2011."
Outlook
Reflecting the robust market demand for solar products, ReneSola increases its Q4 2010 guidance. The Company expects total solar wafer and module shipments to be in the range of 310 MW to 330 MW, revenues to be in the range of US$340 million to US$360 million and gross profit margin to be between 30% to 32% in Q4 2010.
Full year 2010 solar wafer and module shipments are expected to be in the range of 1.13 GW to 1.15 GW. For the full year 2011, the Company expects solar wafer and module shipments to be in the range of 1.6 GW to 1.7 GW, representing an increase of 42% to 48% year-over-year.
Solaraktien bleiben weltweit interessant, insbesondere die Chinesen haben dank ihres eigenen Konjunkturprogrammes weiterhin beste Aussichten. Trotzdem sollte man nicht jede chinesische Solaraktie kaufen...
Dazu ein Viedolink: http://www.daf.fm/video/...mutig-zugreifen-50139833-US89628E1047.html
Es geht zwar weiterhin bergab, aber hier mal ein interessanter Link zur Zukunft der China Solar-Aktien
http://muenchen.business-on.de/...g-wirtschaftswachstum-_id13077.html
Der Handel soll ja hier bald eingestellt werden.
Welche Alternative -außer dem Verkauf - gibt es für alle weiter investierten Renesola-Aktionäre mit dieser WKN -Nummer?
Bzw. gibt es irgendwo dazu Informationen?
Lieben Gruß Ray12
Geht es das auch etwas genauer?
Ich denke dass das vielen hier interessieren würde...
von der Ing DiBa weiss ich, dass diese automatisch getaucht werden zum 30.11.
Aber auf der Internetseite von Renesola wird darauf hingewiesen, dass man selber tätig werden müsse und der Stichtag ist schon seit einigen Tagen abgelaufen. Es gibt aber wohl die Möglichkeit, über ein gebührenpflichtige Umtauschaktion an der NYSE die Splittaktien gegen die Stammaktien umzutauschen.
Mehr Infos sollte deine depotführende Bank dir zuteil werden lassen... Ist ja ne Blöde Bank!
Hallo,
seid ihr noch dabei? Seit Mitte Dezember hat sich die Aktie doch wunderbar entwickelt. Und am 01.03. soll es Zahlen geben. Bin mal gespannt....
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