b*t
2 楼
东三环外一点。私人的。比较安全。
L*a
3 楼
Sales and gross profit is not bad, which means the wafer and sillicon
business is turning back, although may be temporary.
But it's quite strange the SG&A cost is much higher.
I am confused.
business is turning back, although may be temporary.
But it's quite strange the SG&A cost is much higher.
I am confused.
G*s
4 楼
看周围环境撒
北京停车好贵
北京停车好贵
J*s
5 楼
SOLR reported first yesterday, and beat all estimates.
SOLR supplied equipments to many Chinese solar companies. You can expect the
industry is fine.
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
SOLR supplied equipments to many Chinese solar companies. You can expect the
industry is fine.
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
n*n
6 楼
their market cap too small. not influential enough.
the
【在 J******s 的大作中提到】
: SOLR reported first yesterday, and beat all estimates.
: SOLR supplied equipments to many Chinese solar companies. You can expect the
: industry is fine.
the
【在 J******s 的大作中提到】
: SOLR reported first yesterday, and beat all estimates.
: SOLR supplied equipments to many Chinese solar companies. You can expect the
: industry is fine.
J*s
7 楼
You must be kidding. Are you saying YGE/CSIQ are not influential either?
Their market caps are small too.
WFR has been a much less visible player in the space, and is never a good
indicator of the sector performance.
【在 n******n 的大作中提到】
: their market cap too small. not influential enough.
:
: the
Their market caps are small too.
WFR has been a much less visible player in the space, and is never a good
indicator of the sector performance.
【在 n******n 的大作中提到】
: their market cap too small. not influential enough.
:
: the
n*n
8 楼
yge is big (2b).
csiq is small. so do those sol/csun/hoku/jaso etc.
i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
speculation list.
not understand why tsl so good in the past yr.
【在 J******s 的大作中提到】
: You must be kidding. Are you saying YGE/CSIQ are not influential either?
: Their market caps are small too.
: WFR has been a much less visible player in the space, and is never a good
: indicator of the sector performance.
csiq is small. so do those sol/csun/hoku/jaso etc.
i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
speculation list.
not understand why tsl so good in the past yr.
【在 J******s 的大作中提到】
: You must be kidding. Are you saying YGE/CSIQ are not influential either?
: Their market caps are small too.
: WFR has been a much less visible player in the space, and is never a good
: indicator of the sector performance.
J*s
9 楼
You did not do research on them. To understand TSL, check the EPS, profit
margin, good management, etc. I have been following every of the 20 solar
components in TAN for 1.5 years, EVERYDAY.
【在 n******n 的大作中提到】
: yge is big (2b).
: csiq is small. so do those sol/csun/hoku/jaso etc.
: i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
: speculation list.
: not understand why tsl so good in the past yr.
margin, good management, etc. I have been following every of the 20 solar
components in TAN for 1.5 years, EVERYDAY.
【在 n******n 的大作中提到】
: yge is big (2b).
: csiq is small. so do those sol/csun/hoku/jaso etc.
: i only consider fslr, stp, tsl, yge, wfr, spwra. those above are in my
: speculation list.
: not understand why tsl so good in the past yr.
n*n
10 楼
cool. can u share?
their financial ratio is not so impressive to me: current ratio 1.45 vs fslr
3.4. pe 30 vs fslr 15. what's their edge compared with yge and stp?
【在 J******s 的大作中提到】
: You did not do research on them. To understand TSL, check the EPS, profit
: margin, good management, etc. I have been following every of the 20 solar
: components in TAN for 1.5 years, EVERYDAY.
their financial ratio is not so impressive to me: current ratio 1.45 vs fslr
3.4. pe 30 vs fslr 15. what's their edge compared with yge and stp?
【在 J******s 的大作中提到】
: You did not do research on them. To understand TSL, check the EPS, profit
: margin, good management, etc. I have been following every of the 20 solar
: components in TAN for 1.5 years, EVERYDAY.
n*n
11 楼
大盘配合，今天可跌惨啦。
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
【在 n******n 的大作中提到】
: 太阳能第一炮打哑了。
: 下一个看龙头FSLR和新贵TSL的，2/24。
n*n
12 楼
just find institution holding 90% of wfr.
【在 n******n 的大作中提到】
: 大盘配合，今天可跌惨啦。
【在 n******n 的大作中提到】
: 大盘配合，今天可跌惨啦。
n*n
13 楼
today 52-wk low w/ huge volume. last march's bottom broken.
【在 n******n 的大作中提到】
: just find institution holding 90% of wfr.
【在 n******n 的大作中提到】
: just find institution holding 90% of wfr.
n*n
14 楼
nice rebounce after cs upgrade.
【在 n******n 的大作中提到】
: today 52-wk low w/ huge volume. last march's bottom broken.
【在 n******n 的大作中提到】
: today 52-wk low w/ huge volume. last march's bottom broken.
g*l
15 楼
太阳能Q4应该还可以,不过在大盘下石油降价的大背景下,只能是石沉湖底
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