a*h
2 楼
还是算了吧，那可是血汗钱啊。便宜股票很多
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
B*r
3 楼
JASO is cheap too.
It has cash twice the market cap is $342m. It has book value per share more
than triple the PPS. It is expected to be profitable in 2011-2012, and it is
running a buyback program.
【在 a*****h 的大作中提到】
: 还是算了吧，那可是血汗钱啊。便宜股票很多
It has cash twice the market cap is $342m. It has book value per share more
than triple the PPS. It is expected to be profitable in 2011-2012, and it is
running a buyback program.
【在 a*****h 的大作中提到】
: 还是算了吧，那可是血汗钱啊。便宜股票很多
m*a
4 楼
虽然我手上也有jaso, 但是看cash的同时也看看它有多少debt. 根据最近的6k, jaso的
长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
增.
长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
增.
B*r
5 楼
You are right. Short-term debt is only less than 20% of total debt. As long
as it will be profitable, I think it is a good price.
I am not saying it cannot go lower. If the sector drops more, I may buy more
YGE too.
bottomline: the company must be profitable in the foreseeable future.
【在 m*******a 的大作中提到】
: 虽然我手上也有jaso, 但是看cash的同时也看看它有多少debt. 根据最近的6k, jaso的
: 长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
: 手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
: 增.
as it will be profitable, I think it is a good price.
I am not saying it cannot go lower. If the sector drops more, I may buy more
YGE too.
bottomline: the company must be profitable in the foreseeable future.
【在 m*******a 的大作中提到】
: 虽然我手上也有jaso, 但是看cash的同时也看看它有多少debt. 根据最近的6k, jaso的
: 长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
: 手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
: 增.
w*u
6 楼
还是那句话，现在cheap的股票很多，为啥要去搞这种loser
b*u
7 楼
利息保障率太低，这个公司应该清算。
【在 m*******a 的大作中提到】
: 虽然我手上也有jaso, 但是看cash的同时也看看它有多少debt. 根据最近的6k, jaso的
: 长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
: 手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
: 增.
【在 m*******a 的大作中提到】
: 虽然我手上也有jaso, 但是看cash的同时也看看它有多少debt. 根据最近的6k, jaso的
: 长短期负债(不包括AP跟Accrual)跟去年年底比增加了3.3B RMB. 其中大约1.7B还留在
: 手上,1.1B拿去买设备,230m拿去预付给上游供应商. 基本上下一季的利息支出应该会暴
: 增.
B*r
8 楼
All stocks are cheap for a reason. Timing is more important. I get in when
the sentiments hit the low.
Anyway, I put only 1.5% of my portfolio in it.
【在 w*****u 的大作中提到】
: 还是那句话，现在cheap的股票很多，为啥要去搞这种loser
the sentiments hit the low.
Anyway, I put only 1.5% of my portfolio in it.
【在 w*****u 的大作中提到】
: 还是那句话，现在cheap的股票很多，为啥要去搞这种loser
rh
9 楼
大哥能不能帮忙看看stp啊
谢谢
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
谢谢
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
B*r
10 楼
It is very weak. The company is currently losing money. Solar companies are
all down, but some of them are stronger.
I think YGE/JASO/TSL/CSIQ/HSOL/JKS are better than LDK/STP/CSUN. They are
all weak, and I will not be surprised if their price will drop 30% or more
this year.
I really have not touched them for a few months. Just play for a bounce.
【在 rh 的大作中提到】
: 大哥能不能帮忙看看stp啊
: 谢谢
all down, but some of them are stronger.
I think YGE/JASO/TSL/CSIQ/HSOL/JKS are better than LDK/STP/CSUN. They are
all weak, and I will not be surprised if their price will drop 30% or more
this year.
I really have not touched them for a few months. Just play for a bounce.
【在 rh 的大作中提到】
: 大哥能不能帮忙看看stp啊
: 谢谢
rh
11 楼
这个bounce的幅度会有多大？比如JASO
are
【在 B**********r 的大作中提到】
: It is very weak. The company is currently losing money. Solar companies are
: all down, but some of them are stronger.
: I think YGE/JASO/TSL/CSIQ/HSOL/JKS are better than LDK/STP/CSUN. They are
: all weak, and I will not be surprised if their price will drop 30% or more
: this year.
: I really have not touched them for a few months. Just play for a bounce.
are
【在 B**********r 的大作中提到】
: It is very weak. The company is currently losing money. Solar companies are
: all down, but some of them are stronger.
: I think YGE/JASO/TSL/CSIQ/HSOL/JKS are better than LDK/STP/CSUN. They are
: all weak, and I will not be surprised if their price will drop 30% or more
: this year.
: I really have not touched them for a few months. Just play for a bounce.
B*r
12 楼
It will be weak. Lucky anywhere close to $3.
For me if it is a traceable bottom, then I will play it even it is for 10
cents only.
【在 rh 的大作中提到】
: 这个bounce的幅度会有多大？比如JASO
:
: are
For me if it is a traceable bottom, then I will play it even it is for 10
cents only.
【在 rh 的大作中提到】
: 这个bounce的幅度会有多大？比如JASO
:
: are
rh
13 楼
从$2反弹到$3?
那这都50%了啊，我还想着走运的话最多20%
【在 B**********r 的大作中提到】
: It will be weak. Lucky anywhere close to $3.
: For me if it is a traceable bottom, then I will play it even it is for 10
: cents only.
那这都50%了啊，我还想着走运的话最多20%
【在 B**********r 的大作中提到】
: It will be weak. Lucky anywhere close to $3.
: For me if it is a traceable bottom, then I will play it even it is for 10
: cents only.
w*w
14 楼
disagree
let’s see it
let’s see it
n*e
15 楼
讲讲你啥理由啊？
对太阳能这么有信心
【在 w*w 的大作中提到】
: disagree
: let’s see it
对太阳能这么有信心
【在 w*w 的大作中提到】
: disagree
: let’s see it
S*S
16 楼
强
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
B*r
17 楼
up
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
【在 B**********r 的大作中提到】
: I do not think solar will be dead like this.
n*d
18 楼
I was also talking to a friend yesterday about Chinese solar as a whole.
Unless the sector is completely wiped out like the old-fashioned camera
developing industry, there will be carnages and there will also be survivors
. Considering almost all Chinese solars are down 70 ~ 80% from its price
back in May, I see a lot of value in those survivors.
It is worth to buy a basket as BullishSolar mentioned even if not all will
survive the winter. I have long positions in YGE and JASO, and they are my
only longs.
Unfortunately I was tied up in chores yesterday and wasn't able to load more.
Unless the sector is completely wiped out like the old-fashioned camera
developing industry, there will be carnages and there will also be survivors
. Considering almost all Chinese solars are down 70 ~ 80% from its price
back in May, I see a lot of value in those survivors.
It is worth to buy a basket as BullishSolar mentioned even if not all will
survive the winter. I have long positions in YGE and JASO, and they are my
only longs.
Unfortunately I was tied up in chores yesterday and wasn't able to load more.
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