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Believer

Trainee

  • "Believer" started this thread

Posts: 102

Date of registration: Mar 13th 2013

Stock Positions: SOL, TSL, CSIQ

Thanks: 15

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1

Monday, July 1st 2013, 6:29am

China Sunergy Announces First Quarter 2013 Financial Results

Very,very interesting is this sentence:

As a result, we made a decision to strategically lower our shipment outlook in 2013, while we aim to achieve higher gross margin and return to earning positive net income."


Here the link:

http://finance.yahoo.com/news/china-sune…-111500432.html

Uncle Chang

Intermediate

Posts: 202

Date of registration: Sep 29th 2012

Stock Positions: TSL CSIQ HSOL SOL JKS YGE JASO Hanergy (0566.HK) GCL(3800.HK)

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2

Monday, July 1st 2013, 9:17am

Not good, no $3m tax benefit I wished for, they had $2.6m "Other Income" last Q and $3m expense this Q, that's $8.6m total "missing" from my wishful thinking. I downgrade its "target" to $1.86.

odyd12

Administrator

Posts: 2,700

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL, HSOL, CSIQ

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3

Monday, July 1st 2013, 11:51am

I added Q1 results for CSUN
https://solarpvinvestor.com/analysis/quar…ly-2013/q1-2013


I will no longer track her results here
https://solarpvinvestor.com/analysis/chinese-peers


My objective will be to produce articles like the one on Q2, by adding greater details from accounting statements.

odyd12

Administrator

Posts: 2,700

Date of registration: Jan 3rd 2013

Stock Positions: Long: TSL, HSOL, CSIQ

Thanks: 423

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4

Monday, July 1st 2013, 12:14pm

The cost reduction map shows 0.12 for a cell and 0.19 for a module. High single digit % for GM, sounds pretty good. Also ASP for module they project for Q2 is up by 8%, so my average of 5% could hold water.

Uncle Chang

Intermediate

Posts: 202

Date of registration: Sep 29th 2012

Stock Positions: TSL CSIQ HSOL SOL JKS YGE JASO Hanergy (0566.HK) GCL(3800.HK)

Thanks: 11

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5

Monday, July 1st 2013, 1:02pm

The cost reduction map shows 0.12 for a cell and 0.19 for a module. High single digit % for GM, sounds pretty good. Also ASP for module they project for Q2 is up by 8%, so my average of 5% could hold water.

If it's good to you, it's good for me, since I'm long-term investor...
That said, CSUN is still 4.54% above the price I put it" to rest" on my portfolio since 5/30, TSL is the only "Loser" from $6.18. It's about time TSL says Something?
It is so weird the standings of my CN-7 holdings, after going up and down, still sat at same places I expected them to rest.
They're HSOL/CSIQ/JKS/SOL/JASO/CSUN/TSL, if anyone cares to know. I won't repeat, it'll be "No Ask, No tell".

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