"Chinabude" empfiehlt "Chinabude", muss jeder selber wiessen, was er davon hält, Hervorhebungen von mir. ;-) Quelle: http://www.aastocks.com/EN/news/brokertips/15284/0/0/Page1.html Event: Capacity growth and demand recovery on lower prices will be share price catalysts for GCL. Hier mal ein paar Zitate daraus: "Meanwhile, usage of solar energy in China and the US, the two major power-consuming countries, are still at relatively low level. We believe the big two will pull the photovoltaic industry to another peak once the demand is released." "We estimate the bottom-line for polysilicon ASP is above US$50/KG. This will lock in the profit of those major players with low cost structure such as GCL-Poly." "The newly added 10K-level production line in Jiangsu Zhongneng manufacturing plant will be ready before the end of July. We estimate GCL-Poly will fulfill its plan to expend polysilicon capacity to 46,000 MT and wafer capacity to6.5GW before schedule. Thus GCL-Poly will enhance its leading low cost advantage and make the cash cost of polysilicon to be around US$19.0/kg [..]." We slightly adjust our 2011/2012E EPS forecast at $0.54/$0.69. [..] [U]nder the worst scenario, company’s EPS in 2011 will be more than $0.40. We advise investors to build the position before the sharp recovery of the solar sector and enjoy the sunshine after the dawn. We reiterate our Buy rating on GCL and slightly adjust 12-month target price to $5.40, based on 10x 2011 PER, implying 32% upside potential." Schauen wir mal, wie lange es bis zu den 5,40HK$ dauert... Be strong, stay long,
Gruß und schönes WE,
tnzs |
