n******n
发帖数: 12088 | 1 唉，中概都是这个操性。
报表好看，你要怀疑是不是作假。股价坚挺，你要担心是不是要增发。吃相实在难看了
些。
update: 7.9M @ 20.25.
March 19 (Reuters) - Trina Solar Ltd :
* Announces pricing of follow-on public offering of 7,900,000 American
depositary shares
* Says will receive net proceeds of approximately $152.6 million
* Says offering priced at $20.25 per ads
((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780)) | L****a
发帖数: 572 | 2 This could be just the start. LDK has much more debt than TSL.
And billionare Peng is desperately trying to pump up LDK price to
sell off more shares. | b*****h
发帖数: 3386 | 3 bro, any updated thoughts about the solar sector? TSL got a big order from
Italy though.
【在 L****a 的大作中提到】
: This could be just the start. LDK has much more debt than TSL.
: And billionare Peng is desperately trying to pump up LDK price to
: sell off more shares.
| L****a
发帖数: 572 | 4 you know my view is many times bear-biased.
I think the weakness of solar sector is partly cuased by bearish sentiment
of energy sector, and partly caused by Germany subsidy cut.
From their current ER, it's actually not impressive, because from 2009 4Q to
now, there should have been huge demand. Most solar's ERs were good,
but not so good as I expected. Taking an example of LDK, it forecasts 310M
revenue 2010 Q1, I actually expect much more than that, given huge
demand and uptick price of wafer.
【在 b*****h 的大作中提到】
: bro, any updated thoughts about the solar sector? TSL got a big order from
: Italy though.
| b*****h
发帖数: 3386 | 5 啥时候才能再开始玩solar呢，真是嘀咕。
to
【在 L****a 的大作中提到】
: you know my view is many times bear-biased.
: I think the weakness of solar sector is partly cuased by bearish sentiment
: of energy sector, and partly caused by Germany subsidy cut.
: From their current ER, it's actually not impressive, because from 2009 4Q to
: now, there should have been huge demand. Most solar's ERs were good,
: but not so good as I expected. Taking an example of LDK, it forecasts 310M
: revenue 2010 Q1, I actually expect much more than that, given huge
: demand and uptick price of wafer.
| s**********n
发帖数: 868 | 6 Too bad...
I thought they had roughly enough profit to support organic growth.
【在 n******n 的大作中提到】
: 唉，中概都是这个操性。
: 报表好看，你要怀疑是不是作假。股价坚挺，你要担心是不是要增发。吃相实在难看了
: 些。
: update: 7.9M @ 20.25.
: March 19 (Reuters) - Trina Solar Ltd :
: * Announces pricing of follow-on public offering of 7,900,000 American
: depositary shares
: * Says will receive net proceeds of approximately $152.6 million
: * Says offering priced at $20.25 per ads
: ((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780))
| L****a
发帖数: 572 | 7 It might be a defensive action. I think TSL's managers are good.
They are very well prepared. Several months ago, they said they
were expanding capacities, but they will keep wafer capacity
unchanged, which I also consider a defensive play.
I think TSL's action also contriuted to the bearish sentiment.
Just imagine, if a very solid company with strong cashflow still
needs to raise captital to prepare for the future, what does that
mean ?
【在 s**********n 的大作中提到】
: Too bad...
: I thought they had roughly enough profit to support organic growth.
| L****a
发帖数: 572 | 8 I guess have to wait quite a while, currently
seems bearish sentiment dominates, long has to
be very careful.
【在 b*****h 的大作中提到】
: 啥时候才能再开始玩solar呢，真是嘀咕。
:
: to
| n******n
发帖数: 12088 | 9 tsl hold its ground above the seo price with big volume, a good sign.
【在 n******n 的大作中提到】
: 唉，中概都是这个操性。
: 报表好看，你要怀疑是不是作假。股价坚挺，你要担心是不是要增发。吃相实在难看了
: 些。
: update: 7.9M @ 20.25.
: March 19 (Reuters) - Trina Solar Ltd :
: * Announces pricing of follow-on public offering of 7,900,000 American
: depositary shares
: * Says will receive net proceeds of approximately $152.6 million
: * Says offering priced at $20.25 per ads
: ((Bangalore Equities Newsroom; +91 80 4135 5800; within U.S. +1 646 223 8780))
| s**********n
发帖数: 868 | 10 I just sold half of my TSL today with little profit. The unexpected capital
raise casted some doubt on their managment in my mind. At least they don't
seem as optimistic as I am.
【在 L****a 的大作中提到】
: It might be a defensive action. I think TSL's managers are good.
: They are very well prepared. Several months ago, they said they
: were expanding capacities, but they will keep wafer capacity
: unchanged, which I also consider a defensive play.
: I think TSL's action also contriuted to the bearish sentiment.
: Just imagine, if a very solid company with strong cashflow still
: needs to raise captital to prepare for the future, what does that
: mean ?
|
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