d***y
发帖数: 2567 | 1 1. JASO missed estimates on an operational basis due to higher than expected
wafer costs;
2. JASO will likely post EPS around 2.00 this year;
3. Annual eps of roughly the annualized q4 2010 numbers, therefore, 10 eps
is expected based on the PE of 4-5.
4. JASO will reach 10 this year some time;
5. As for next week, JASO could be up or down at this level. Based on other
solars' performance and JKS/SOL/STP/CSIQ ER next week, I would say
possiblity for up is bigger than down. But, keep in mind 8.5 is a resistance
anyway. |
b******r
发帖数: 16603 | 2 I forgot JKS ER is due before market open on Monday.
There were some speculative money jumped into JKS in the last couple minutes
at Friday closing. I usually don't like this kind of move. Looks
fishy to me. But who knows, hopefully it's because ER leaked and someone got
it. |
d***y
发帖数: 2567 | 3 That's just noise.
minutes
got
【在 b******r 的大作中提到】
: I forgot JKS ER is due before market open on Monday.
: There were some speculative money jumped into JKS in the last couple minutes
: at Friday closing. I usually don't like this kind of move. Looks
: fishy to me. But who knows, hopefully it's because ER leaked and someone got
: it.
|
f*k
发帖数: 95 | |
d***y
发帖数: 2567 | 5 JKS beats estimates from every aspect.
Basher would pick the salt grain that the gross margin in 4Q is narrowed from 33.5% for the
third Q to 28.5%.
From the forecast of 1Q, no slow down can be seen in the produciton of wafer
, cell & module.
We can predict other solars, especially LDK the similar vertically
integrated in much larger scale, will beat estimates greatly. I think WS
Crook analysists have to revise their estimates in the following days.
Let's see how they play out this ER season. |
m******l
发帖数: 1690 | 6 跌跌再说
【在 d***y 的大作中提到】
: JKS beats estimates from every aspect.
: Basher would pick the salt grain that the gross margin in 4Q is narrowed from 33.5% for the
: third Q to 28.5%.
: From the forecast of 1Q, no slow down can be seen in the produciton of wafer
: , cell & module.
: We can predict other solars, especially LDK the similar vertically
: integrated in much larger scale, will beat estimates greatly. I think WS
: Crook analysists have to revise their estimates in the following days.
: Let's see how they play out this ER season.
|
b******r
发帖数: 16603 | 7 Very disappointed on Italy cap news. Basically killed JKS post-ER run.
My JASO is now underwater. Might AD around 200MA or weekly 50 MA. |
m******l
发帖数: 1690 | 8 AD?
【在 b******r 的大作中提到】
: Very disappointed on Italy cap news. Basically killed JKS post-ER run.
: My JASO is now underwater. Might AD around 200MA or weekly 50 MA.
|
u*****e
发帖数: 606 | 9 I guess JASO will go to ~6.5 to retest the gap. |
m******l
发帖数: 1690 | 10
see if 6.89 (200 DMA) holds.
【在 u*****e 的大作中提到】
: I guess JASO will go to ~6.5 to retest the gap.
|
z***e
发帖数: 5600 | 11 Need to take into account the bigger picture instead of just one quarter's
earnings
Good news: solar demand and pricing were strong: almost all companies are
having a great time and crushing numbers
Bad news: solad demand already pulled a lot forward and the good days are
running out very fast. Italy set a target of 8GW by 2020. Everyone rushed
to take advantage of the generous FIT of 40 euro cents / kwh and
suddenly 8GW would be reached this year. Now Italy is talking about
putting a 8GW hard cap on it. Well, that means future demand in Italy
would be essentially zero, just like what happened in the solar gold rush
in Spain a few years ago. How many more countries are left for solar
demand growth then?
from 33.5% for the
wafer
【在 d***y 的大作中提到】
: JKS beats estimates from every aspect.
: Basher would pick the salt grain that the gross margin in 4Q is narrowed from 33.5% for the
: third Q to 28.5%.
: From the forecast of 1Q, no slow down can be seen in the produciton of wafer
: , cell & module.
: We can predict other solars, especially LDK the similar vertically
: integrated in much larger scale, will beat estimates greatly. I think WS
: Crook analysists have to revise their estimates in the following days.
: Let's see how they play out this ER season.
|
