nach Resplit 5:1 bergauf?

JA Solar Holdings Co., Ltd ( JASO ) was a big mover last session, as the company saw its shares rise by nearly 10% on the day. The move came on solid volume too with far more shares changing hands than in a normal session. This changes the recent trend of the company, as the stock is now trading above the volatile price range of $9.31 to $11.44 in the past one-month time frame.

No estimates have been revised for this solar industry stock in the past 30 days and the Zacks Consensus Estimate has remained static over the same time frame.  The recent price action is encouraging though, so make sure to keep a close watch on the firm in the near future.

JA Solar currently has a Zacks Rank #3 (Hold) while its Earnings ESP is 0.00%.

http://www.nasdaq.com/article/...k-rises-99-tale-of-the-tape-cm299838

Read more: http://www.nasdaq.com/article/...e-of-the-tape-cm299838#ixzz2kcZrUwOA  

JA Solar Supplies 30 MW of Modules to British Solar Renewables 

http://online.wsj.com/article/PR-CO-20131114-905431.html?dsk=y

 

... today announced that it will hold a conference call on Tuesday, November 26, 2013, at 8:00 a.m. U.S. Eastern Time (9:00 p.m. Beijing/Hong Kong Time), to discuss the Company's third quarter 2013 results....http://quotes.freerealtime.com/dl/frt/N?NewsStory=1  

habe den Rücksetzer genutzt und bin nun auch mit an Bord! :-) Aktie macht auf mich einen starken Eindruck. Schaun mer mal... :-)

VG

Taktueriker

 

offenbar bereits geliefert und vermutlich in der Bilanz fürs dritte Quartal

JA Solar Holdings Co., Ltd (JASO) announced that it has supplied photovoltaic (:PV) modules totaling 30 megawatts (MW) for solar projects in the U.K. The projects were developed and built by a U.K-based developer of large-scale renewable projects – British Solar Renewables.

British Solar Renewables installed the units at four ground-mounted projects this year. JA Solar − the largest solar-cell producer by capacity – is one of the most cost-efficient solar producers in the world, with a geographically diverse customer base as well as silicon wafer supply agreements in place to feed its production.
JA Solar caters to an increasingly geographically diversified pan-continental customer base, which spans Germany, Italy, the U.S., Spain, India, Korea, China and Japan. The company also effectively uses its low-cost locational advantage in China. A focus on widening its geographical customer base has resulted in incremental international sales.

Europe accounted for 20% and the Americas accounted for about 8% of its total shipments in the second quarter. On the domestic front, JA Solar would stand to gain from the Chinese government boosting its target to 35 gigawatt (:GW) of cumulative solar installations by 2015. The company has also made major progress in accessing new markets like Thailand and Australia.

The company now anticipates third quarter deliveries between 450 MW and 470 MW. Although this solar company incurred a loss in the second quarter, it managed to cut its loss both sequentially as well as year over year. The narrower loss came on the heels of higher-than-expected shipments. Strong demand in the high average selling price market of Japan led to the growth. The company also increased its foothold in the high-margin markets of Asia-Pacific, the Middle East and Africa.

Given the industry-wide high inventory level, we believe margins will likely remain depressed. In addition, tepid module demand in Europe, rising competition, wafer dependency, the financial stability of its customers and the oversupply of solar cells may adversely impact performance over the near term.

JA Solar Holdings Co. currently has a Zacks Rank #3 (Hold).
http://finance.yahoo.com/news/...r-supplies-modules-uk-161005207.html  

Nov 15 (Reuters) - China will open its energy conservation and environment protection industries to foreign and private investment, state media reported Friday, quoting comments by premier Li Keqiang made at a meeting in Beijing.

Li's remarks may signal a change in China's approach to the clean energy sector, which has used government subsidies to create national champions and been criticised as protectionist in nature.

He told foreign members of the China Council for International Cooperation on Environment and Development on Thursday that China is willing to work with the international community to strengthen technology and other forms of cooperation to improve the environment.

At present foreign companies can invest in equipment manufacturing, but can only have limited stakes in clean energy projects like wind farms.

The comments come as central and provincial governments remain stymied in their attempts to get runaway air and water pollution under control, with air quality levels in major cities often far exceeding recommended healthy limits.

At the same time the country's rising energy costs, which are aggravated by hastily built energy-inefficient buildings thrown up during the country's real estate investment spree, are putting its wider economic competitiveness at risk.

http://in.reuters.com/article/2013/11/15/...rgy-idINL4N0J002220131115  

more than 8000 and 3000 contracts at $12 and $13 call options expired worthless today.
You are witness how the market makers can manipulate a stock. There are more than 8000 and 3000 contracts excerise price at $12 and $13 respectively. These options are written by the market makers. This is the reasons which hold JASO not able to move higher.Many retail investors thought JASO under valued and bid it will go up dramatically and buy a lot of call options and the sellers are the market makers. Since there is not strong count part forces such as big institutions to against the market makers, almost 100% sure these options will expire worthless. You can see JASO and SOL does not have strong institution ownership. This is also the reason why JASO and SOL is very valotile.

http://finance.yahoo.com/mb/JASO/  

hexensabbat dec dürfte interessant werden
auf der put seite
strike   10$   19.070
strike   11$   10.430  

JA Solar Holdings Co (NASDAQ: JASO) soared 3.15% to $11.80 in the pre-market trading. JA Solar's PEG ratio is 0.44.

Read more: http://www.benzinga.com/news/13/11/4091342/...;Fid=JASO#ixzz2l6KQtFFK  

ganz schön krasser Abverkauf die Tage. Sollte jetzt keine Gegenbewegung kommen, liegt wohl was negatives in der Luft...

VG und gn8

Taktueriker

 

vermutlich wegen der Reformbeschlüsse und reduzierten Ausbauzielen
http://blogs.barrons.com/emergingmarketsdaily/...e-risk-says-nomura/?  

seekingalpha hat gestern einen Artikel zu den Fertigungskapazitäten der wichtigsten Solaris .Danach ist JASO voll ausgelastet.Interessant ist auch dass 18 Kohlebergwerke kürzlich still gelegt wurden und die Politik nunmehr die Solaranlagen auf dem Dach fördert

Several months ago, investors in the solar sector had it easy. Investors had to answer, "Which solar companies are in a strong enough financial position to survive this period of oversupply?" Those solar companies which survived are up by triple digits on the year. In November the playing field is a bit more difficult to evaluate. With such large run-ups we have to start looking at value rather than financial fitness. In other words, the solar industry has rounded the corner, moving from "Who will survive?" to "Who will thrive?"

For a few months I've been curious how PV module manufacturing capacities stack up. In 2012 there was an oversupply issue that brought down average selling prices across the industry, but now we see several manufacturers adding new capacity.
.....
After taking time to dig through the most current earnings transcripts of the top eight PV manufacturers, I see that demand has almost caught up with supply. Not many module manufacturers have extra capacity. This is a very good indicator for the industry as a whole, as it should lead to higher average selling prices. ....Overall, I'm still 100% bullish on the sector. The recent news of 18 coal power plants being shut down, falling PV prices, and continued policy support for rooftop solar reinforce my bullish stance

http://seekingalpha.com/article/...r-manufacturing-capacity-analysis?  

ist gut aber machen sie auch Gewinn....!?

könnte noch vor den Zahlen Richtung 10$ gehen, wenn die 10,50 nicht hält. Die nachhaltige Entscheidung wird aber zu den Zahlen fallen. Hoffe wir krallen uns zum Börsenschluss nochmal an die 11$ und bleibe vorerst weiter dabei...

VG

Taktueriker

 

für mich sieht das ja fast so aus, als möchte noch jemand vor den zahlen den chart ein wenig versauen.  

http://www.nasdaq.com/symbol/jaso/short-interest  

Kurs hat gestern zu Börsenende auch nochmal angezogen mit hohen Stückzahlen. Wollen wir hoffen das dies ein gutes Zeichen für die nächste Woche ist.

VG und schönes We

Taktueriker

 

26.11., Di., Q3. Man könnte zur Absicherung einen engen SL setzen. Mal so ganz grundsätzlich habe ich ja bei JASO ein ganz gutes Gefühl, ob es für Q3 aber schon für schware Zahlen reicht, ist aber recht unsicher. Entscheidend wird ja auch der Ausblick sein. Möglich natürlich, dass es am Di. einen Rücksetzer gibt. Man könnte dann nachkaufen (Perspektiven bleiben ja sehr gut) - oder eben SL setzen.

 

meiner Meinung hat der Markt den wahrscheinlich noch ausgewiesenen Verlust schon größtenteils eingepreist. Wenn Ja Solar im Rahmen der Erwartungen liefert und einen guten Ausblick präsentiert, sollten die Investoren dies auch honorieren. Man muss morgen mal noch genauer hinsehen was passiert, denn dies könnte ein Richtungsschwenk(Insider) für Dienstag sein...

VG

Taktueriker

 

http://stocktwits.com/symbol/JASO
 

und denke auch es ist eingepreist,zumindest lohnt es sich kaum auszusteigen bei dem Spread,den tradinggate immer hat  S&P Capital IQ hatte im Juli ein KZ von $14,ein neueres kann ich nicht finden
aber Motleyfool spricht von EPS expected $(0,36) und Revenue 261 Millionen  sowie 59% geshortet,das könnte einen schönen shortsqeeze geben ,wenns besser wird als erwartet oder 10%minus

I'm going to be giving you the names of five companies that will likely be some of next week's biggest movers. All five of these companies share two key traits: They are reporting earnings, and they are heavily shorted.  

If you doubt that these traits can predict such swings, just look at the five stocks identified last week. On average, they moved more than 10% after reporting earnings. Whether the movements will be up or down is tough to tell, but if you're an investor in these five companies, it'd be good to mentally prepare for some volatility in the week ahead.

JA Solar
After a precipitous fall following its IPO, shareholders in this Chinese solar company have had a pretty nice year, with shares trading 150% higher than they were on Jan. 1. A huge part of that boost came in May, when the company emerged as one of the strongest players in China's solar industry.

That being said, the company is still on precarious grounds and is at the whim of governments around the world. The U.S. has already slapped tariffs on Chinese solar parts, and if any government -- especially the Germans -- follow suit, it could severely hamper demand. As it is, subsidies from the company's home government are an important crutch propping the company up right now.

http://www.fool.com/investing/general/2013/11/24/...es-this-week.aspx

das mit dem Germany ist Unsinn ,ist längst ausgeräumt und mit den erhöhten Zolltarifen in USA ist auch schon lange bekannt und die Firmen lassen teilweise in Taiwan die Vorfertigung machen und umgehen damit den Zoll  

Also sehe folgendes Modell!

Shipments: 500 MW, davon 280 MW Modules! Mit einem ASP von 0,68 ergibt: 190,4 Mio US$
220 Cells mit einem ASP von 0,395 US$ ergibt: 86,9 Mio US$

Somit ergibt sich ein Umsatz von: 277,3 Mio. US$
Eine Bruttomarge von: 9,8%

Den Rest kennen wir ja! Nichts mit positivem EBIT!  

damit sie morgen um 10% steigen kann! Nee....hier braucht man nerven!  

Danke für Infos.  

...ein paar Postings zurück lesen - damit hier die selbe Frage nicht immer x-mal beantwortet werden muss!!