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t***y
发帖数: 2276 | | t***y
发帖数: 2276 | | Y**N
发帖数: 2628 | | Y**N
发帖数: 2628 | | Y**N
发帖数: 2628 | 5 今天的jaso 很像那天的sprd.猛下拉，这个时候进能赚 | P*B
发帖数: 2876 | | f********e
发帖数: 1079 | 7 JASO一直很搞笑，PE总是很低，相比较STP, LDK. 现在居然只有3个多点。 | m*****i
发帖数: 4342 | 8 LDK's P/E is also very low.
【在 f********e 的大作中提到】
: JASO一直很搞笑，PE总是很低，相比较STP, LDK. 现在居然只有3个多点。
| P**H
发帖数: 2272 | | s*******r
发帖数: 3429 | | | | t********o
发帖数: 555 | 11 增发要
刚抢了一点
【在 t***y 的大作中提到】
: 怎么回事？
| a****g
发帖数: 8131 | 12 哪里有新闻？3x
【在 t********o 的大作中提到】
: 增发要
: 刚抢了一点
| P**H
发帖数: 2272 | 13 Wednesday 3:47 PM JASO shares are down 7.9% after being off as much as 18%
following an afternoon plunge. Volume is roughly 2x the stock's 3-month
average, but no news has hit the wires to explain the drop
胖手指效益？ | k**o
发帖数: 15334 | 14 smart money funds dumping JASO, the last fund just sold 5 million shares,
right now, zero hedgefund is holding JASO.
current P/E does not indicate future P/E, it is expected that next year P/E
will be 6, and then 2013 will be even worse. Because JASO is locked into a
very long term supply contract when the material price was a lot higher, now
material price has fallen a lot, but JASO still must pay higher price for
the material due to contract, this makes JASO very uncompetitive in pricing
their products vs others. | b******r
发帖数: 16603 | 15 这个算法是基于原材料价格一直会低迷下去？
那个啥硅的价格有没有啥反弹可能？
现在有点跟航空股差不多了。
E
now
pricing
【在 k**o 的大作中提到】
: smart money funds dumping JASO, the last fund just sold 5 million shares,
: right now, zero hedgefund is holding JASO.
: current P/E does not indicate future P/E, it is expected that next year P/E
: will be 6, and then 2013 will be even worse. Because JASO is locked into a
: very long term supply contract when the material price was a lot higher, now
: material price has fallen a lot, but JASO still must pay higher price for
: the material due to contract, this makes JASO very uncompetitive in pricing
: their products vs others.
| k**o
发帖数: 15334 | 16 yes, if material price shoot up a lot, then JASO will benefit very much.
(unlikely, since demand for solar products is dropping as governments
stopping subsidization of solar products)
【在 b******r 的大作中提到】
: 这个算法是基于原材料价格一直会低迷下去？
: 那个啥硅的价格有没有啥反弹可能？
: 现在有点跟航空股差不多了。
:
: E
: now
: pricing
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