t*y
2 楼
15%啦。
Y*N
3 楼
快买
Y*N
4 楼
快买
Y*N
5 楼
今天的jaso 很像那天的sprd.猛下拉，这个时候进能赚
P*B
6 楼
nice call
f*e
7 楼
JASO一直很搞笑，PE总是很低，相比较STP, LDK. 现在居然只有3个多点。
m*i
8 楼
LDK's P/E is also very low.
【在 f********e 的大作中提到】
: JASO一直很搞笑，PE总是很低，相比较STP, LDK. 现在居然只有3个多点。
【在 f********e 的大作中提到】
: JASO一直很搞笑，PE总是很低，相比较STP, LDK. 现在居然只有3个多点。
P*H
9 楼
中概小公司的PE值不能全信，做个TA短线还可以
s*r
10 楼
太阳能又出什么问题了？
t*o
11 楼
增发要
刚抢了一点
【在 t***y 的大作中提到】
: 怎么回事？
刚抢了一点
【在 t***y 的大作中提到】
: 怎么回事？
a*g
12 楼
哪里有新闻？3x
【在 t********o 的大作中提到】
: 增发要
: 刚抢了一点
【在 t********o 的大作中提到】
: 增发要
: 刚抢了一点
P*H
13 楼
Wednesday 3:47 PM JASO shares are down 7.9% after being off as much as 18%
following an afternoon plunge. Volume is roughly 2x the stock's 3-month
average, but no news has hit the wires to explain the drop
胖手指效益？
following an afternoon plunge. Volume is roughly 2x the stock's 3-month
average, but no news has hit the wires to explain the drop
胖手指效益？
k*o
14 楼
smart money funds dumping JASO, the last fund just sold 5 million shares,
right now, zero hedgefund is holding JASO.
current P/E does not indicate future P/E, it is expected that next year P/E
will be 6, and then 2013 will be even worse. Because JASO is locked into a
very long term supply contract when the material price was a lot higher, now
material price has fallen a lot, but JASO still must pay higher price for
the material due to contract, this makes JASO very uncompetitive in pricing
their products vs others.
right now, zero hedgefund is holding JASO.
current P/E does not indicate future P/E, it is expected that next year P/E
will be 6, and then 2013 will be even worse. Because JASO is locked into a
very long term supply contract when the material price was a lot higher, now
material price has fallen a lot, but JASO still must pay higher price for
the material due to contract, this makes JASO very uncompetitive in pricing
their products vs others.
b*r
15 楼
这个算法是基于原材料价格一直会低迷下去？
那个啥硅的价格有没有啥反弹可能？
现在有点跟航空股差不多了。
E
now
pricing
【在 k**o 的大作中提到】
: smart money funds dumping JASO, the last fund just sold 5 million shares,
: right now, zero hedgefund is holding JASO.
: current P/E does not indicate future P/E, it is expected that next year P/E
: will be 6, and then 2013 will be even worse. Because JASO is locked into a
: very long term supply contract when the material price was a lot higher, now
: material price has fallen a lot, but JASO still must pay higher price for
: the material due to contract, this makes JASO very uncompetitive in pricing
: their products vs others.
那个啥硅的价格有没有啥反弹可能？
现在有点跟航空股差不多了。
E
now
pricing
【在 k**o 的大作中提到】
: smart money funds dumping JASO, the last fund just sold 5 million shares,
: right now, zero hedgefund is holding JASO.
: current P/E does not indicate future P/E, it is expected that next year P/E
: will be 6, and then 2013 will be even worse. Because JASO is locked into a
: very long term supply contract when the material price was a lot higher, now
: material price has fallen a lot, but JASO still must pay higher price for
: the material due to contract, this makes JASO very uncompetitive in pricing
: their products vs others.
k*o
16 楼
yes, if material price shoot up a lot, then JASO will benefit very much.
(unlikely, since demand for solar products is dropping as governments
stopping subsidization of solar products)
【在 b******r 的大作中提到】
: 这个算法是基于原材料价格一直会低迷下去？
: 那个啥硅的价格有没有啥反弹可能？
: 现在有点跟航空股差不多了。
:
: E
: now
: pricing
(unlikely, since demand for solar products is dropping as governments
stopping subsidization of solar products)
【在 b******r 的大作中提到】
: 这个算法是基于原材料价格一直会低迷下去？
: 那个啥硅的价格有没有啥反弹可能？
: 现在有点跟航空股差不多了。
:
: E
: now
: pricing
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