Solar-perle aus Kanada

von 17,95 wieder etwas runter auf 17,72.

Gestern mit 16,50 eingestiegen. Für einen einzigen Tag eigentlich ganz nett. Abwarten wies weiter geht.

 

Moin, moin,

in München wurden heute 7.780 Stück zum Preis von 18,10€ gekauft......:-)  

ein sehr interessanter Artikel von gestern...... (24.10.2013)

Canadian Solar gewinnt Auftrag in Saudi Arabien
Donnerstag, 24. Oktober 2013, 18.15 Uhr
Canadian Solar-Logo

SAN RAMON (IT-Times) - Canadian Solar punktet in Saudi Arabien. Der kanadische Hersteller von Solarmodulen liefert Solar-Komponenten an ein dortiges Solarprojekt.

Demnach wird Canadian Solar Module mit einer Gesamtleistung von 1,78 MW an das Solar Power Projekt KAPSARC ("King Abdullah Petroleum Studies and Research Center") liefern. Auftraggeber ist das Öl-Unternehmen Saudi Aramco. Nach Fertigstellung des Projekts wird KAPSARC die größte Bodenanlage in Saudi Arabien sein. Verwendet werden sollen Solarmodule des kanadischen Herstellers, der sich auch aus Prestige-Gründen über den Auftrag freut: Mithilfe dieses Flaggschiff-Projektes erhofft man sich weitere Aufträge im Rahmen des "Solar PV Energy Development Program" Saudi Arabiens mit einem Volumen von insgesamt 16 GW.
 

Könnte locker bis auf 21 USD zurückkommen...

 

s.270 v. 21.10.2013  

http://seekingalpha.com/currents/post/1358612?
der mal wieder eine chinesische Telekomaktie  NQ Mobile zerpflückt hat ,um sie erfolgreich zu shorten,Da er   letztes Mal damit sehr erfolgreich war, ist die Herde in Panik ausgebrochen,obwohl die grossen Solarfirmen in China mittlerweile bekannte Firmen wie Deloitte oder KPMG für ihre Reports beschäftigen,so dass sich sowas schon gar nicht mehr wiederholen kann.Natürlich sind die erfolgreichen Hotstocks anfällig für jeden Husten,trotzdem muss man den Quark nicht glauben
 

wäre ein kleiner Absicherungs-short doch ganz sinnvoll.  

Kommentar bei Yahoo message Board:THANK YOU THANK YOU THANK YOU!!!!!
For those cheap shares, panic sells are soooo sweet, weak hands are great.

Man beachte Tradegate und L&S am Morgen um 7Uhr

Canadian Solar Inc. (CSIQ) saw short interest fall by 28.0% to 2.26 million shares, about 6.9% of the company's total float.
http://finance.yahoo.com/news/...-interest-focused-two-113018651.html
nächste Woche kommen die Reports von SunPower and First Solar ,sollten sie enttäuschen wird man das auf den Solarsektor übertragen schreibt Motley Fool.Aber Sunpower hat eher immer positiv überrascht ,bei First Solar ist die Shorting Quote gestiegen
http://www.fool.com/investing/general/2013/10/26/...eek-in-solar.aspx  

the Q&A session was peppered with investor questions on why the company classified its entire cash pile to Level 2 instead of Level 1.
....Anyone who went through the 2008 Great Financial Crisis recalls the debates that centered around fair value accounting – or how you value (and write down) banks’ financial assets. Treating 100% of its cash as Level 2 is heavy-handed.

I also made a few phone calls to analysts in China, who unanimously said this treatment was NOT common among Chinese companies.
http://blogs.barrons.com/emergingmarketsdaily/...on-chinese-practice/

also die Bilanz von 100 % der Assets als Level2 wie bei NQMobile ist keineswegs üblich bei anderen chinesischen Unternehmen!
da hat wohl Muddy Waters ein gutes Opfer gefunden  

und Northland auf $26 bereits am 8.Oktober
Lazard Capital Markets upped their target price on shares of Canadian Solar (NASDAQ:CSIQ) from $25.00 to $35.00 in a research note issued on Friday, Analyst Ratings Network.com reports. The firm currently has a “buy” rating on the stock. Lazard Capital Markets’ price objective would suggest a potential upside of 48.62% from the stock’s previous close.
CSIQ has been the subject of a number of other recent research reports. Analysts at Northland Capital Partners initiated coverage on shares of Canadian Solar in a research note to investors on Tuesday, October 8th. They set an “outperform” rating and a $26.00 price target on the stock. Separately, analysts at Northland Securities initiated coverage on shares of Canadian Solar in a research note to investors on Tuesday, October 8th. They set an “outperform” rating and a $26.00 price target on the stock....

http://zolmax.com/investing/...at-lazard-capital-markets-csiq/135477/

 

http://www.analystratings.net/stocks/CSIQ/  

warum soll ich nachkaufen?
Die Position wächst auch ohne nachzukaufen...  

seekingalpha hat eine Gewinnprüfung der 7 grossen chinesischen Solarfirmen unternommen und gibt die besten Noten für Jinkosolar und Canadian Solar,die beide Gewinn machen werden

....In our review, we are looking again at seven solar stocks. The first two profit contenders are Canadian Solar Inc. (CSIQ) and JinkoSolar Holding Co. (JKS). Both are high flyers among their peers, and both received high price targets from a couple of expert brokerage houses recently. The cat is out of the bag for those two names, and the market is counting on profits for both.
Canadian sold two solar plants for some $92M, which we believe will be part of the third-quarter income statement. We are quite certain to predict ASP rising for both in their module business, where JinkoSolar and Canadian are advancing global exposure over the second quarter. While Canadian is not delivering to Europe from China directly, Jinko is still available heavily in the area. Both companies are expected to have quota left for Europe during the second part of the year.

Starting with Canadian Solar having $461M in revenue, this includes around $90M of solar plant sales. Those sales are also expected to raise CSIQ's margins to 16.7%, and net income of $25M translates to $0.59 per share. This estimate includes a hike to shipments for a total of 450MW. We include a $5M loss in Forex, and taxes of about $10M, accounting for tax benefit; tax expense is about $5M.....

http://seekingalpha.com/article/...nese-solar-companies?source=nasdaq  

mit short-term credit über  CAD$104 Millionen

GUELPH, Ontario, Oct. 30, 2013 /PRNewswire-FirstCall/ -- Canadian Solar Inc. (the "Company", or "Canadian Solar") (NASDAQ: CSIQ), one of the world's largest solar power companies, today announced it has signed a financing agreement pursuant to which Deutsche Bank has agreed to provide CAD$104 million in non-recourse, short-term construction financing to Canadian Solar for the construction of solar power projects in Ontario, Canada. The loans are expected to be repaid with the proceeds of the sale of the respective financed projects.

The loan facility is intended to support the simultaneous construction of 3 solar power plants, totalling 30 MWac. Developed by Canadian Solar, the projects are expected to be built and connected through 2014. All of the projects have been awarded a 20-year power purchase contract (the "FIT Contract") by the Ontario Power Authority under the Ontario's Feed-In-Tariff Program.....


http://www.ariva.de/news/...struction-Loan-from-Deutsche-Bank-4827238  

....Below is the list of optionable stocks over $10 that have been up at least the last eight weeks in a row. Bill Barrett Corporation (BBG), Garmin GRMN +0.56% Ltd. (GRMN), and Nielsen Holdings NLSN +1.44% NV (NLSN) are now up 10 straight weeks, while Canadian Solar CSIQ +4.95% (CSIQ) has the biggest return during the streak, up about 88% over the past eight weeks.

http://www.forbes.com/sites/greatspeculations/...se/?partner=yahootix  

announced that it has been awarded a module supply agreement to provide China Three Gorges New Energy Co., Ltd. ("Three Gorges New Energy") with photovoltaic ("PV") modules totaling 100MW for a solar power project located in Guazhou County, in the Gansu Province of China.

http://www.ariva.de/news/...-Three-Gorges-New-Energy-in-China-4830629  

http://www.nasdaq.com/symbol/csiq/real-time  

18-20% Bruttomarge!!!  

for the Third Quarter 2013, Schedules Earnings Release and Conference Call for November 13

For the third quarter of 2013, Canadian Solar now expects solar module shipments to be in the range of approximately 460 MW to 480 MW, which exceeds the Company's original guidance of 410 MW to 430 MW provided on August 8, 2013. The Company expects its revenue for the third quarter of 2013 to be in the range of $470 million to $495 million. The Company now expects its gross margin to be in the range of 18% to 20% compared to its original guidance of 10% to 12%. The Company's gross margin for the third quarter of 2013 is expected to exceed its original guidance primarily due to the successful execution of its total solutions business strategy including the completion and sales of solar power plants as previously disclosed.

For the three-month period as well as for the nine-month period ended on September 30, 2013 the Company expects to be profitable at the net-income level on a US-GAAP basis.

Earnings Conference Call Details

Canadian Solar will host a conference call on Wednesday, November 13, 2013 at 8:00 a.m. U.S. Eastern Standard Time (9:00 p.m., November 13, 2013 in Hong Kong) to discuss the Company's third quarter of 2013 results and its business outlook.

http://www.4-traders.com/CANADIAN-SOLAR-INC-36332/...rter-2-17425975/  

NEWS
aber wo ist CSIQ fair bewertet??
Und wann beginnt die Übertreibung??

Das wird hier langsam unheimlich  

http://www.shareribs.com/green-energy/solar/news/...cht_id101911.html  

Solange wir ein KUV von weniger als 1 haben, würde ich mir da noch keine Sorgen machen.  

.......Notably, Canadian Solar expects to book profits for both the three-month and nine-month periods ended Sep 30 on a GAAP basis. In the second quarter 2013, the company reported an adjusted loss per share of 29 cents, wider than the Zacks Consensus Estimate of a loss of 26 cents. However, it was narrower than the loss of 59 cents in the second quarter of 2012.

Canadian Solar is one of the world's largest solar companies. The company is progressing well both on its owned utility-scale solar projects as well as other solar projects where it acts as an Engineering, Procurement and Construction contractor. Also, the company caters to a geographically diverse customer base spread across its key markets in Germany, Spain and the U.S., as well as emerging market opportunities in France, the Czech Republic, Italy, South Korea, Canada, Japan and China.

Canadian Solar is continuously receiving orders from domestic as well as international clients for solar modules and other allied services. The company has gained goodwill in terms of maintaining product and service standards along with delivery timing. Recently, its subsidiary Canadian Solar Solutions Inc. has signed a contract with a fund managed by BlackRock, Inc. ( BLK ) to sell two utility-scale solar power plants. Again, Canadian Solar sold two projects, Brockville 2 and Burritts Rapids, to TransCanada Corporation ( TRP ) with a value exceeding $92.2 million. In Jul 2013, Canadian Solar completed 30 MW of rooftop PV installations in China's City of Suzhou under the country's Golden Sun program.

In October, Canadian Solar Solutions Inc. commenced the construction of the 100 MW Grand Renewable solar project in Ontario. The Grand Renewable Solar Project developed by Samsung Renewable Energy Inc. will feature Canadian Solar's CS6X modules. It will be the largest PV plant in Canada and is expected to be operational in 2015.

Canadian Solar currently has a Zacks Rank #3 (Hold). However, better performing solar stocks currently include Zacks Ranked #2 (Buy) ReneSola Ltd. ( SOL )( and JASO#2Buy )

Read more: http://www.nasdaq.com/article/...-analyst-blog-cm296868#ixzz2jqopUKC7  

fast da, wo wir vor der Prognoseerhöhung waren. Also einfach verpufft.  

sowie schlechtem Bericht von Solarcity Giudance
http://blogs.barrons.com/emergingmarketsdaily/...rgy-shipment-falls/?