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SOL analysis and prediction
(2008-08-18 18:42:26)
2008Q1results
--revenue$123million,
--grossprofit$27.2million,grossmargin22.1%
--operatingprofit$23.2million,operatingoverhead14.7%
--netprofit$17.7million,netprofitmargin14.4%eps0.28
2008Q2outlook
--output75MW-80MWcomparedto66.5MWinQ1
-->revenue$138.7-147million
-->netincome$20.3-21.6million,eps0.32
2008Q2results
--revenue173million

--grossprofit...[阅读全文]
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TSL analysis
(2008-08-14 22:57:55)
2008Q1
 --Revenue$120.67million
 --Grossprofit$31.07million,margin25.7%
 --operatingexpense:$10.87millionadminoverhead34.98%
 --operatingincome$21.2margin,17.5%
 --netincomebeforeincometax$13.94million,tax$1.07million,taxrate7.6%
 --netincome$12.87million,margin10.66%,ifexcluding$4millionexchangeloss,netincomeis$16.87million,margin13.9%
2...[阅读全文]
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CSIQ EPS analysis and prediction
(2008-08-14 22:14:36)
Forthe2ndquarterin2008
--Revenue$212.58million
--Grossprofit$33.07million,grossmargin15.5%
--operatingexpenses:$9.78million,adminoverhead,29.5%,
  operatingincome,$23.29million,operatingmargin10.9%
--netincomeexcludingone-timedebtconversionexpenseis$20.71million,net-incomemarginis9.7%
Outlookof2008:
--revenue$850-970
--netincomewillbeaboutrevenuex9.7%-$1...[阅读全文]
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LDK EPS analysis and prediction
(2008-08-14 20:28:21)
Iamwritingsomeanalysisandpredictionofsolarstocksbasedontheoutlookfromthecompaniesandtheirhistory.
LDK:
CompanyOutlook:
--Revenue$1.65-1.75Billion
--GrossMargin23%-28%
Inthesecondquarter
--Revenue$441.7million
--Grossmargin25.4%,grossprofit$112.3million
--Operatingprofit$100.3million,operatingprofitmargin22.7%==>managementoverhead10.68%
--tax$13.3million,net-in...[阅读全文]
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solar stock ER report
(2008-08-14 18:48:42)
ESLRJuly17
FSLRJuly30
YGEAug6Wednesday
JASO Aug.12Tuesday
LDKAug12Tuesday4pm
CSIQAug13Tuesday8am
TSLAug18Monday,8:00amCC,releasebeforeCC
SOLAug19Tuesday8amCC
STPAug20Wednesday8amCC
CSUNAug22Friday8amCC
SOLFAug27Wednesday8am
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