B**********r 发帖数: 7517 | 1 Do the opposite of what analysts recommend, because they mostly downgrade at
bottom and upgrade at top. |
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r*m 发帖数: 16380 | 2 这个说的不错!
今天分析师刚刚降级了STP, JASO, TSL, CEDC |
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r*m 发帖数: 16380 | 3 参见“狼又来了”一帖。
最近BDI悄悄长了很多。目前的BDI水平能维持的话,干船可以盈利了。所以最近GNK,
BALT这两个spot market exposure大的已经开始长了。如果大盘和BDI能坚挺几周的话
, 我觉得其它干船比如PRGN, DSX等等也要跟涨的。 毕竟现在的价格比09年3月还低
了。当然我在干船上一贯反指,YMYD。
太阳能跟干船类似,面临多重利空, 最主要的还是欧洲的不稳定。但像STP, TSL这几
个, 还有FSLR, 都是很solid的公司, 我觉得可以逢低建仓。
小盘股上, CEDC, TC我看好。 CEDC是博反弹和turn around。 TC更多是长期价值。
金融类DB, HBC, MS, C等等, 风险利润并存,可以小赌。
高股息蓝筹如T/VZ/CHL,MRK/ABT, MS/INTC, TOT/XOM等, 永远可以逢低捞的,算是保
留节目。 |
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n****a 发帖数: 782 | 4 一年之内大多都要倒闭了
估计活下来的还有机会,比如TSL
STP恐怕很难 |
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B**********r 发帖数: 7517 | 5 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. |
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Y**N 发帖数: 2628 | 7 如果实在想买,推荐jaso,别的都不碰。不过可能太阳能还会跌,一周前我看盘就发现
不对,现在无仓位。 |
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c********r 发帖数: 128 | 10 Hopefully you won't get stuck in any of these stocks.
NFLX $130.03 32034000 Music Video Stores
STRA $82.97 235500 Education Training Services
FSLR $79.21 2359500 Semiconductor Specialized
PRAA $62.12 431700 Business Services
JLL $57.18 1318600 Property Management
PII $54.29 569200 Recreational Vehicles
SWK $53.95 1340700 Machine Tools Accessories
WHR $51.49 1514800 Electronics Stores
OPEN $49.64 2832000 Business Ser... 阅读全帖 |
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l******n 发帖数: 521 | 12 没有吧。TSL和JKS 不是小涨呢吗。
JKS现在是暴量小涨,捞底的割肉ING |
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n******n 发帖数: 1030 | 13 事后诸葛亮没用。
说起来容易,作起来太难。
你的三个比如,事实上,我两个月前就干了两个。
我short BAC,@$8, @$7,赚了一点,然后Buffet买了,我就停止了。
我short太阳能,TSL@$13, 结果第二天出了个极滥的ER,跟我预期一样,可是股价开盘
以后猛涨到$15,然后一路高涨到$16.5,后来才跌下来,好不容易出水了,就获点利结束
了。谁能想到现在跌成这样,都$7了,我留着也有50%利润了。
总结,基本对股市大方向预测准确,不过每次都在黎明前倒下,就是散户和机构信息资
源不对称造成的,必须得变得非常SMART,才能BEAT MM.
了。 |
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n****a 发帖数: 782 | 14 这两儿肯定活不过三年
其他TSL,YGE说不定还能撑 |
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p*******h 发帖数: 147 | 15 TSL绝对是短线之王,做多做空都有的赚,当然就是说短线,太阳能的中概要等破产两
家,估计才会见底 |
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B**********r 发帖数: 7517 | 16 DQ
TSL
CSIQ
JKS
TPC
DRYS
CTE |
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h*********d 发帖数: 1054 | 17 首先定性,这是个反弹.
如果按捺不住,想抓这个反弹,或者逢高short,重点关注这两个股:
yge jks
它们现在是领头羊.
其他的stp,tsl,ldk,.. 可以看看 |
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l******n 发帖数: 521 | 18 我觉得TSL是要挂了基本。
JKS,女人的直接,还有一波好涨。今天因为量不大,所以感觉涨跌基本是50/50.只是
拿着真让人心慌啊,我还是礼拜一来看看再决定进不进啦。GOOD LUCK UPSTAIRS. |
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B**********r 发帖数: 7517 | 21 The market expects the P/E will rise, or even some solar companies will lose
money.
If you trust the P/E, buy a little, but do not invest too much on it until
their fundamentals become clear. |
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o*********l 发帖数: 1807 | 22 it's all relative to oil price. When oil price is high people look for
alternative,since oild crashed below $100. Solar stocks crashed as well. |
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k**o 发帖数: 15334 | 23 低个P,用不了多久,所有的中概太阳能都要亏损了,哪有什么PE。现在已经有好几家
亏损了,一个季度亏几千万美元,看看能撑多久而已。撑到最后等到太阳能市场复苏的
,就是赢家。不过现在谁也不知道哪个能撑到最后。 |
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W********g 发帖数: 610 | 24 Solar cell has low efficiency but high cost.
Chinese gov has subsidized solar cell companies for a while.
You should see a spike of solar cell products by the end of 2015.
I would say it is a good one to hold.
NOTE: I AM A LITTLE FROG. |
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n******n 发帖数: 1030 | 26 主要是很少,所以不太担心
当tsl涨了20%,第二天涨15%以后,才烧的,没想到第三天居然最高有涨到15%,累计涨
幅达到60%了,太他妈疯狂了,如果全仓烧,早就睡不着觉了,然后今天跌了25%。
周二到周五,+20%,+15%,+15%,-25%
不是庄家,绝对算不出来。 |
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d******8 发帖数: 1972 | 27 Germany may reduce solar feed-in-tariffs, which require utilities to pay
generators set rates over fixed periods of time, by more than the 15 percent
cut that has been discussed, Daniel Ries, an equity analyst at Collins
Stewart LLC wrote in a research note, citing comments Chancellor Angela
Merkel made suggesting reductions in solar subsidies.
Suntech Power Holdings (STP US), the world’s largest maker of solar panels,
fell 8.2 percent, the most in four days, to $2.34.
Trina Solar Ltd. (TSL) , C... 阅读全帖 |
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Z****9 发帖数: 639 | 28 大牛,能用你的MODEL分析一下 TSL 和 IPG 吗? 多谢了... |
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B**********r 发帖数: 7517 | 29 YGE/TSL/JASO are better. |
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l*********g 发帖数: 1154 | 30 Almost 10% premium in the next two weeks. |
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g********4 发帖数: 4959 | 33 考,这么差!其它TYN看样子也很悬。有戏看了。 |
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g********4 发帖数: 4959 | 34 no matter how the ER is。enev TSL up 7%+. With the sale off near 50%. |
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g********4 发帖数: 4959 | 35 i wish jaso could match the rate of STP or at least that of TSL. |
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g********4 发帖数: 4959 | 36 oh, it did have same rising % as TSL. |
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a*********2 发帖数: 932 | 38 不错,早两天看见,我就买了。现在大盘比较危险啊。慌 |
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g********4 发帖数: 4959 | 39 dapan 有什么危险?不是刚涨上来吗?才4天而已。MM做市不会这么一个“镴枪头”的
样子吧。 |
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g********4 发帖数: 4959 | 40 TSL呢?这半个月来,不错。比jaso、stp强许多。
发信人: BullishSolar (ALL IN for LONG), 信区: Stock
标 题: 难道我错看JASO了?
发信站: BBS 未名空间站 (Fri Dec 2 13:38:58 2011, 美东)
一直认为YGE有规模,最稳健,而JASO资金足,价值高。但是最近一个月YGE涨了20%,
而JASO跌了近20%。难道我错了? |
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B**********r 发帖数: 7517 | 41 TSL是另一个我看好的。它运行最高效,但如果ASP继续下滑,会受害很大。
YGE还是最好。可惜我没在低点选入YGE。 |
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C**X 发帖数: 43 | 43 AMRN, IMGN, CENX, AKS, TSL |
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u****c 发帖数: 736 | 44 底部比较结实,PE贼低,3个月中期目标价9-10 |
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k********8 发帖数: 7948 | 47 holy moly!!
刚到office一看,我都不认识了!!
发财了!! |
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