hiahia... // Suntech - Dead Man Walking Suntech (STP) which was the biggest solar panel supplier in 2011 has seen a sharp rally in its stock price in the last couple of months. The reasons for the solar sector surge are support from the Chinese government and sales of two large utility plants by Sunpower (SPWR). However, we think that Suntech rally will not last and the company's stock price will continue to be under pressure. The overall bearish scenario of global solar panel oversupply, below cost ASP and Suntech's bad management remains unchanged. The huge overcapacity in the solar supply chain is not resolving itself due to the continuous bailouts by the Chinese government. While all solar companies have seen their stock prices fall off a cliff, Suntech has been among the worst affected. This is due to its bad management and higher cost structure. The company has made a large number of strategic mistakes which has led to its current sad situation. We think that the company's balance sheet does not reflect the true value of its assets and has negative book value. /// 尚德信任危机:五年退税近百亿遭质疑 企业陷入困境不可怕,可怕的是企业的“人品”破产,落到无人相助,甚或交相逼迫的 地步。 曾经的光伏巨头尚德电力(STP.NYSE)如今就几乎落到了这步田地。 无锡金融业人士对《第一财经日报》透露,由于尚德董事长施正荣不愿以境内外全部个 人资产做无限责任担保,以国家开发银行(下称“国开行”)为首的银团债权人很难考虑 帮他“过桥”,而施正荣摆出的“金蝉脱壳”架势,也令曾经为其积极斡旋的无锡乃至 江苏当地政府觉得他“没有诚意”。 而随着谈判氛围的恶化,尚德可能会面临更严厉的漏税质疑。除了媒体报道无锡市国税 局定性尚德“诈捐”漏税556.7万元以外,有知情人士亦向本报透露,尚德过去5年得到 的近100亿元出口退税,也遭到同业质疑。
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发信人: p838 (挣钱快乐!), 信区: Stock 标 题: Re: 卖option交易实例!如果不挣钱,全数退还300伪币+100伪币 发信站: BBS 未名空间站 (Fri Jan 25 07:23:37 2013, 美东) I said "make money for sure." -- 99.9%以上能挣钱。 除非无锡政府当冤大头。这种可能性性只有万分之一或千分之一。 而且,我是以3月OE为准。春节前后,无锡政府不可能去当冤大头。 再说,在3月两会前,99.99%无锡政府不可能去当冤大头。除非官当腻了。 为了挣钱,我花了一个周末仔细研究了STP的债权情况。 // 发信人: p838 (挣钱快乐!), 信区: Stock 标 题: Re: STP,$1的put options,为什么还要5毛? 发信站: BBS 未名空间站 (Tue Jan 22 11:04:28 2013, 美东) 谢谢!我出手了。 make money for sure. 挣钱快乐! 【 在 daxigua111 (大西瓜) 的大作中提到: 】
hiahia... // Suntech - Dead Man Walking Suntech (STP) which was the biggest solar panel supplier in 2011 has seen a sharp rally in its stock price in the last couple of months. The reasons for the solar sector surge are support from the Chinese government and sales of two large utility plants by Sunpower (SPWR). However, we think that Suntech rally will not last and the company's stock price will continue to be under pressure. The overall bearish scenario of global solar panel oversupply, below cost ASP and Suntech's bad management remains unchanged. The huge overcapacity in the solar supply chain is not resolving itself due to the continuous bailouts by the Chinese government. While all solar companies have seen their stock prices fall off a cliff, Suntech has been among the worst affected. This is due to its bad management and higher cost structure. The company has made a large number of strategic mistakes which has led to its current sad situation. We think that the company's balance sheet does not reflect the true value of its assets and has negative book value. /// 尚德信任危机:五年退税近百亿遭质疑 企业陷入困境不可怕,可怕的是企业的“人品”破产,落到无人相助,甚或交相逼迫的 地步。 曾经的光伏巨头尚德电力(STP.NYSE)如今就几乎落到了这步田地。 无锡金融业人士对《第一财经日报》透露,由于尚德董事长施正荣不愿以境内外全部个 人资产做无限责任担保,以国家开发银行(下称“国开行”)为首的银团债权人很难考虑 帮他“过桥”,而施正荣摆出的“金蝉脱壳”架势,也令曾经为其积极斡旋的无锡乃至 江苏当地政府觉得他“没有诚意”。 而随着谈判氛围的恶化,尚德可能会面临更严厉的漏税质疑。除了媒体报道无锡市国税 局定性尚德“诈捐”漏税556.7万元以外,有知情人士亦向本报透露,尚德过去5年得到 的近100亿元出口退税,也遭到同业质疑。