uskumatu... kas isegi tänasel päeval suudetakse LDK mutta tampida?!
LDK Solar signs 2nd solar-wafer deal with Mosel worth $150 mln!
LDK jõudis eile üle 30 USDi taseme, järelturul lausa 31.56ni. Üheks põhjuseks Moser Baeriga sõlmitud 10a leping 640 MW päikesepatareide elementide tarnimiseks.
LDK LDK Solar signs two additional wafer supply agreements and one polysilicon sourcing agreement (31.62 )
Co announces that it has signed a wafer supply agreement with Silcio S.A. Greek for 6 years commencing in 2008 through 2013. This agreement includes 50 MW of silicon wafer with a fixed amount of deposit. An additional sales agreement was signed with Arise Corporation of Canada, which is a 4-year "Take or Pay" contract for 33 MW silicon wafers to be delivered from 2008 through 2011. LDK Solar also secured an additional critical polysilicon sourcing agreement for 1,450 MT with shipments scheduled for 1H08 through 2011.
Co announces that it has signed a wafer supply agreement with Silcio S.A. Greek for 6 years commencing in 2008 through 2013. This agreement includes 50 MW of silicon wafer with a fixed amount of deposit. An additional sales agreement was signed with Arise Corporation of Canada, which is a 4-year "Take or Pay" contract for 33 MW silicon wafers to be delivered from 2008 through 2011. LDK Solar also secured an additional critical polysilicon sourcing agreement for 1,450 MT with shipments scheduled for 1H08 through 2011.
Viimase aja uudistevoog LDK poolt on muutnud fundamentaalse pildi shortijate jaoks kehvaks. Ka selle nädala suur Photo-Voltaic mess Münchenis hoiab solareid üldisemalt tähelepanu keskmes, sealt võib tulla veel nii mõndagi huvitavat uudiste vallas.
Kuid Piper Jaffray ei jäta jonni :) Eile, peale India Moser Baeri 10a lepingu uudist kinnitasid nad oma "müü" soovitust. Samal ajal solar sektor tervikuna väärib nende arvates ostmist. Jääb tunne, et LDK juhtkond on neid kas millegiga välja vihastanud või üritavad nad enda short-investeeringuga kasumisse jõuda.
Pakun, et lähemas tulevikus (nädal-kuu) tuleb mõni teine analüüsimaja (nt UBS) välja hinnasihtide tõstmisega. Võrreldes detsembriga on firma teatanud paljudest uutest lepingutest ja "earnings visibility" on arvestatavalt paranenud.
Oluline eesolev muutus LDK jaoks on muutumine polysiliconi tootjaks. See paneb ta konkureerima WFR-iga, mis on hetkel valuatsioonilt hinnatud mitmeid kordi kõrgemalt.
Mulle meeldib LDK story just seetõttu, et ta ei kaevanda kullapalaviku ajal kulda, vaid müüb hoopis kaevuritele labidaid. Ehk siis ei tooda ise lõppseadmeid (panels), vaid ehituskive (wafers) nende tootmiseks.
Kuid Piper Jaffray ei jäta jonni :) Eile, peale India Moser Baeri 10a lepingu uudist kinnitasid nad oma "müü" soovitust. Samal ajal solar sektor tervikuna väärib nende arvates ostmist. Jääb tunne, et LDK juhtkond on neid kas millegiga välja vihastanud või üritavad nad enda short-investeeringuga kasumisse jõuda.
Pakun, et lähemas tulevikus (nädal-kuu) tuleb mõni teine analüüsimaja (nt UBS) välja hinnasihtide tõstmisega. Võrreldes detsembriga on firma teatanud paljudest uutest lepingutest ja "earnings visibility" on arvestatavalt paranenud.
Oluline eesolev muutus LDK jaoks on muutumine polysiliconi tootjaks. See paneb ta konkureerima WFR-iga, mis on hetkel valuatsioonilt hinnatud mitmeid kordi kõrgemalt.
Mulle meeldib LDK story just seetõttu, et ta ei kaevanda kullapalaviku ajal kulda, vaid müüb hoopis kaevuritele labidaid. Ehk siis ei tooda ise lõppseadmeid (panels), vaid ehituskive (wafers) nende tootmiseks.
mis ldk-d täna alla kisub? Kas lihtsalt kogu sektoriga sõidab kaas?
No vaata graafikut. Mis sa arvad, et selline tõus on iga päev?
no vaatasin, aga seal küll kirjas ei olnud, et just täna langeb... ja veel kohe nii rämedalt...
päeva algul nagu ju upgrade`iti fsrl´i ja sektor tõmbas ju üles...
Kui aktsia on tõusnud poole kuuga 20 juurest 37-ni, siis võtab mõni suures kasumis vend kindlasti kasumit. Kui üks suurem hakkab müüma, siis teised riburadapidi stoppidega järgi.
LDK-l on huvitav tase 29-30$. See on käitunud mitmeid kordi nii toetuse kui vastupanuna. Ise kavatsen panustada sellele, et sealt piirkonnast põrkab. Kui muidugi terve solar sektor pikemalt kannatab, siis ei pruugi see tase vett pidada. Fundamentaalselt pean LDK-d palju perspektiivsemaks kui solareid keskmiselt. Pakun hinnasihiks 80$ aasta lõpuks, mis ei tähenda püstloodis ülesliikumist, vaid saab olema pigem "bumpy ride".
solari sektoris LDK on soodukas, eile oli tõsine langus kuigi ma ei näinud mingit põhjust sellele, seega on sisenemine ka 30 pealt paari kuu perspektiivis hea ost. Ka kauplemiseks hea valik ---- eile päeva algsuses oli isegi üle 39 ja siis pani täiega alla 32 kanti. Täna ootaks juba põrget kuhugi 35-37 tasemeni aga eks näis
LDK Solar (LDK), a leading manufacturer of multicrystalline solar wafers, today updated the outlook for the first quarter of 2008. For the first quarter of fiscal 2008, LDK Solar estimates revenue to be in the range of $225 to $235 million. The Company also estimates fully diluted earnings per ADS to be in the range of $0.40 to $0.44.
Samal ajal, kui tulude suurenemist nähakse võrreldes neljanda kvartali järel antud prognoosidega $15 miljoni ulatuses, siis EPSi vahemikku alandatakse $0.01 võrra, viidates sellega marginaalide vähenemisele. Konsensus oli oodanud aktsiapõhist kasumit $0.41 ja tulusid $214.7 miljonit.
LDK Investor Group on postitanud hea ülevaade lõppenud Solar Silicon konverentsist Münchenis:
http://seekingalpha.com/article/71936-solar-silicon-conference-ldk-investor-group-reports?source=yahoo
http://seekingalpha.com/article/71936-solar-silicon-conference-ldk-investor-group-reports?source=yahoo
LDK Q1 EPS 45 cents vs 39 cents consensus, revenue $233.4 million vs $217.8 million, raisib outlooki.
aga marginaalid saavad kõvasti tappa. prognoos 23-28% vahemikku pole just teab mis hurraakoht.
LDK Solar (LDK) Among Biggest Gainers on the S&P 500 Index
Despite heavy selling across the board on Wall Street today, the shares of solar specialist LDK Solar (LDK: sentiment, chart, options) are up more than 8% on the session. However, try as I may, I have been unable to find any compelling news for the surge. Normally, I would attribute this type of news-less rally in solar stocks to a broader rally from the sector, but LDK is going it alone this afternoon, with only Foot Locker ( FL: sentiment, chart, options) besting percentage gain in late trading. (You can read more about Foot Locker here.)
For the week, LDK has surged more than 24%, taking out long-term resistance at the 46 level in the process. What's more, in the prior 20-days, the stock has bested the S&P 500 Index (SPX) by 38 percentage points. Despite this rise, sentiment remains heavily pessimistic. The stock's Schaeffer's put/call open interest ratio (SOIR) has steadily risen from its early-March lows near 0.32 to a reading of 0.77 today. Meanwhile, it would take more than 5 days for short sellers to buy back their bearish bets at the stock's average daily trading volume following a 7% increase in short interest during the most recent reporting period.
Despite heavy selling across the board on Wall Street today, the shares of solar specialist LDK Solar (LDK: sentiment, chart, options) are up more than 8% on the session. However, try as I may, I have been unable to find any compelling news for the surge. Normally, I would attribute this type of news-less rally in solar stocks to a broader rally from the sector, but LDK is going it alone this afternoon, with only Foot Locker ( FL: sentiment, chart, options) besting percentage gain in late trading. (You can read more about Foot Locker here.)
For the week, LDK has surged more than 24%, taking out long-term resistance at the 46 level in the process. What's more, in the prior 20-days, the stock has bested the S&P 500 Index (SPX) by 38 percentage points. Despite this rise, sentiment remains heavily pessimistic. The stock's Schaeffer's put/call open interest ratio (SOIR) has steadily risen from its early-March lows near 0.32 to a reading of 0.77 today. Meanwhile, it would take more than 5 days for short sellers to buy back their bearish bets at the stock's average daily trading volume following a 7% increase in short interest during the most recent reporting period.
May 13, 2008 9:27 AM EDT
Needham reiterates its Strong Buy rating LDK Solar (NYSE: LDK) following LDK's upside surprise in Q1. Needham liked the quarter because LDK Solar handily beat EPS consensus estimates by 6 cents and the two polysilicon plants are on track.
Needham finds LDK Solar significantly undervalued and, therefore, maintains its $95 price target on LDK.
May 19, 2008
theflyonthewall.com: LDK Solar-LDK: Bullish Head and Shoulders in Progress
As with CSUN and SOLF (see prior notes) yet another solar name appears to have a bullish head and shoulders in progress. In the case of LDK, the neckline breakout was at $40.50. The upside potential is to the $60 area. This is not quite as neat and tidy as patterns in the other names but may still be viable. The pattern would no longer be valid on a breakdown below the $40.50 area. Shares are short-sale restricted. :theflyonthewall.com
21st May 2008
Target Price 69.94USD, rating Strong Buy from www.iirgroup.com
LDK teatas blowout kvartali tulemused:
http://biz.yahoo.com/prnews/080811/aqm072.html?.v=47
Aktsia hüppas järelturul +10$
http://biz.yahoo.com/prnews/080811/aqm072.html?.v=47
Aktsia hüppas järelturul +10$
Täna Seeking Alpha's põhjalik artikkel LDK ärimudelist ja viimastest arengutest:
LDK Solar: A New Business Model
Solar sektori tänahommikuse üldise nõrkuse taustab näib LDK siiani tugev.
LDK Solar: A New Business Model
Solar sektori tänahommikuse üldise nõrkuse taustab näib LDK siiani tugev.