Trina Solar - Die strahlende Perle
25.09.13 23:07
#51
Kicky
+8,35% in USA
Solar stocks were, well, on fire, bucked up by China-based players like Trina Solar (TSL) (up 10%) and JA Solar Holdings (JASO) (ahead 8%).
Read More At Investor's Business Daily: http://news.investors.com/...tocks-gain-near-midday.htm#ixzz2fwNcBqYT
Trade Group Offers Compromise For U.S.-China Solar Spat
http://seekingalpha.com/article/...mpromise-for-u-s-china-solar-spat?
Read More At Investor's Business Daily: http://news.investors.com/...tocks-gain-near-midday.htm#ixzz2fwNcBqYT
Trade Group Offers Compromise For U.S.-China Solar Spat
http://seekingalpha.com/article/...mpromise-for-u-s-china-solar-spat?
26.09.13 17:15
#52
Kicky
SEIA Wants an End to Solar Trade War
der Artikel zeigt eher ,dass die Chinesen es gut verstanden haben, die Strafzölle der USA zu umghen,indem sie die Teile in Taiwan kauften .so dass die Panels in USA gar nicht wesentlich teurer wurden.Aber jetzt ärgern sich die Firmen in USA über die Strafzölle der Chinesen auf Polysilicon,daher der Vorschlag,dass die Chinesen statt der Strafzölle mehrere Hundert Millionen Dollar in einen Fond einzahlen sollen,die den amerikanischen Solarfirmen zugute Kommen.
The solar trade war between the U.S. and China has reached its peak after China slapped another 6.5% anti-dumping tariff on polysilicon imports from the U.S. on top of 53.7% to 57% anti-dumping tariffs put in place in July. China was responding to 2.9%-4.73% anti-subsidy and 31.14%-249.96% anti-dumping tariffs placed on Chinese solar cell manufacturers last year.
Given that the U.S. made its investigation very narrow in nature, Chinese manufacturers have been able to get around tariffs by buying cells from outside of China, or "tolling." The end effect wasn't anywhere near a 35% increase in cost, more like $0.05 or so per watt, or less than 10% of a module's cost.
But the U.S. tariffs were still enough to result in retaliation from China and U.S. polysilicon suppliers will now face at least 60.2% tariffs, depending on the company.The irony of Chinese tariffs on the U.S. is that we're a major supplier of polysilicon, the key raw material used in making solar cells. .....
http://www.fool.com/investing/general/2013/09/25/...ar-trade-war.aspx
The solar trade war between the U.S. and China has reached its peak after China slapped another 6.5% anti-dumping tariff on polysilicon imports from the U.S. on top of 53.7% to 57% anti-dumping tariffs put in place in July. China was responding to 2.9%-4.73% anti-subsidy and 31.14%-249.96% anti-dumping tariffs placed on Chinese solar cell manufacturers last year.
Given that the U.S. made its investigation very narrow in nature, Chinese manufacturers have been able to get around tariffs by buying cells from outside of China, or "tolling." The end effect wasn't anywhere near a 35% increase in cost, more like $0.05 or so per watt, or less than 10% of a module's cost.
But the U.S. tariffs were still enough to result in retaliation from China and U.S. polysilicon suppliers will now face at least 60.2% tariffs, depending on the company.The irony of Chinese tariffs on the U.S. is that we're a major supplier of polysilicon, the key raw material used in making solar cells. .....
http://www.fool.com/investing/general/2013/09/25/...ar-trade-war.aspx
27.09.13 00:25
#54
Ulas82
Trina
Trina Solar Limited (Changzhou, China) hat Solarmodule mit einer Gesamtleistung von elf Megawatt (MW) für eine Photovoltaik-Freiflächenanlage in Großbritannien geliefert.
Der Solarpark wird von Oskomera Solar Power Solutions (Deurne, Niederlande) im Auftrag von Hazel Capital LLP (London, Großbritannien) am North Norfolk Business Centre errichtet. Der Bau der Anlage begann im August 2013 und soll Ende November 2013 beendet sein.
Hochleistungsmodule nutzen Schwachlicht
Die Lieferung umfasst 43.208 multikristalline Photovoltaik-Module vom Typ Trina Solar Honey TSM-PC05A mit jeweils bis zu 260 Watt Spitzenleistung. Dennis Gieselaar, Geschäftsführender Direktor von Oskomera, ist überzeugt von der Partnerschaft mit Trina Solar: „ Hohe Effizienz sowie herausragende Leistung bei Schwachlicht machen das PC05A-Modul von Trina Solar für uns so interessant.“
Naturschutz spielt wichtige Rolle
Die effizienten Module gäben gleichzeitig Gestaltungsfreiheit, die Anlagenstruktur an ihre Umgebung anzupassen, betont Gieselaar. „Unter diesen Voraussetzungen eignen sich Freiflächenanlagen optimal für die Mischnutzung eines Landes: Weidetiere können zwischen den Modulreihen grasen, während die Flächen Wildpflanzen Raum bieten; das unterstützt die Artenvielfalt.“
Richard Rushin, UK Sales Manager bei Trina Solar, ergänzt: „Großflächige Solarparks wie dieser hier werden in Großbritannien in den kommenden Jahren eine immer wichtigere Rolle im Mix der erneuerbaren Energien spielen. Die Anlagenstruktur muss dabei zur umgebenden Natur passen“. Trina habe jüngst aufgrund seiner Sozial- und Umweltbilanz zum zweiten Mal in Folge den ersten Platz weltweit im Solar-Scorecard-Ranking der Silicon Valley Toxics Coalition belegt.
Oskomera und Trina Solar haben bereits mehrere Megawatt-Projekte in Großbritannien umgesetzt.
26.09.2013 | Quelle: Trina Solar | solarserver.de © Heindl Server GmbH
Der Solarpark wird von Oskomera Solar Power Solutions (Deurne, Niederlande) im Auftrag von Hazel Capital LLP (London, Großbritannien) am North Norfolk Business Centre errichtet. Der Bau der Anlage begann im August 2013 und soll Ende November 2013 beendet sein.
Hochleistungsmodule nutzen Schwachlicht
Die Lieferung umfasst 43.208 multikristalline Photovoltaik-Module vom Typ Trina Solar Honey TSM-PC05A mit jeweils bis zu 260 Watt Spitzenleistung. Dennis Gieselaar, Geschäftsführender Direktor von Oskomera, ist überzeugt von der Partnerschaft mit Trina Solar: „ Hohe Effizienz sowie herausragende Leistung bei Schwachlicht machen das PC05A-Modul von Trina Solar für uns so interessant.“
Naturschutz spielt wichtige Rolle
Die effizienten Module gäben gleichzeitig Gestaltungsfreiheit, die Anlagenstruktur an ihre Umgebung anzupassen, betont Gieselaar. „Unter diesen Voraussetzungen eignen sich Freiflächenanlagen optimal für die Mischnutzung eines Landes: Weidetiere können zwischen den Modulreihen grasen, während die Flächen Wildpflanzen Raum bieten; das unterstützt die Artenvielfalt.“
Richard Rushin, UK Sales Manager bei Trina Solar, ergänzt: „Großflächige Solarparks wie dieser hier werden in Großbritannien in den kommenden Jahren eine immer wichtigere Rolle im Mix der erneuerbaren Energien spielen. Die Anlagenstruktur muss dabei zur umgebenden Natur passen“. Trina habe jüngst aufgrund seiner Sozial- und Umweltbilanz zum zweiten Mal in Folge den ersten Platz weltweit im Solar-Scorecard-Ranking der Silicon Valley Toxics Coalition belegt.
Oskomera und Trina Solar haben bereits mehrere Megawatt-Projekte in Großbritannien umgesetzt.
26.09.2013 | Quelle: Trina Solar | solarserver.de © Heindl Server GmbH
27.09.13 16:47
#55
Taktueriker81
@all
hier gibts seit Wochen kein Halten mehr. Kann man nur allen Investierten gratulieren!
VG
Taktueriker
27.09.13 18:29
#57
Kicky
Deutsche Bank Upgrade auf BUY
Deutsche Bank upgraded Trina Solar (NYSE: TSL) from “hold” to “buy.” The target price for Trina Solar has been raised to $18. Trina Solar's shares closed at $12.84 yesterday.
Read more: http://www.benzinga.com/analyst-ratings/upgrades/...gas-top-upgrades?
Read more: http://www.benzinga.com/analyst-ratings/upgrades/...gas-top-upgrades?
30.09.13 11:06
#58
Skorp
Trina
Ich habe nach dem rasanten Anstieg erstmal 50% der Trinaposi glatt gestellt ebenso wie bei Jinko. Beim nächsten großen Rücksetzer wird wieder aufgestockt. Bei Phönix bleib ich voll drin.
Wie seht Ihr die nächsten Wochen bei dem aktuellen wirtschaftspolitischen Chaosmeldungen (Italien kurz vor Ramschstatus, Griechenland und Portugal Krise der Regierungsparteien, ...) aber auch den positivem Solar News Flow?
Good luck Allen.
30.09.13 13:31
#59
schelling
Denke, die möglichen....
...europäischen Chaostage - so sie denn kommen - dürften den China-Sloaris insgesamt ziemlich wurscht sein. Insgesamt doch gutes Momentum, guter Newsflow. Für meinen Teil warte ich insbesondere bei Trina trotzdem auf einen etwas stärkeren Rücksetzer. Alsbald oder irgendwann dürfte es bei Trina - ähnlich wie JKS und Rene schon geschehen - doch auch eine KE geben.
Hat da jemand schon irgendwelche Infos? (möchte aber keinen der derzeit Investierten hier irgendwie beunruhigen....)
30.09.13 13:32
#60
Kicky
Emerging solar markets set for rapid Expansion
The next big opportunity for growth in the global solar business lies in small, emerging markets where photovoltaic (PV) installations are forecast to rise at about triple the global average during the period from 2012-2017.
Annual installations in these emerging countries are expected to increase to 10.9GW in 2017, expanding at a CAGR of 38% from 2.2GW in 2012. In contrast, the overall global market will expand at a CAGR of only 13% during the same period. The emerging markets will account for 19% of global installations in 2017, up from just 7% in 2012.
"Across the world, new markets for solar PV are emerging, propelled by government incentives, including tenders for large-scale contracts, feed-in-tariff (FIT) schemes and self-consumption support,.....http://www.digitimes.com/news/a20130930PR200.html
Annual installations in these emerging countries are expected to increase to 10.9GW in 2017, expanding at a CAGR of 38% from 2.2GW in 2012. In contrast, the overall global market will expand at a CAGR of only 13% during the same period. The emerging markets will account for 19% of global installations in 2017, up from just 7% in 2012.
"Across the world, new markets for solar PV are emerging, propelled by government incentives, including tenders for large-scale contracts, feed-in-tariff (FIT) schemes and self-consumption support,.....http://www.digitimes.com/news/a20130930PR200.html
30.09.13 17:43
#64
trenncost
alles rot?
also ich sehe alle solarwert grün bis dunkelgrün. da reiht sich trina nur im mittelfeld ein. oder guckst du etwa frankfurt? haha
30.09.13 18:55
#65
Kicky
Why chinese Stocks are shining
drei chinesische Aktien sind letzte Woche um über 20% gestiegen:Trina Solar,Yingl und Jinkosolar ,die Hälfte davon wegen des Upgrades durch Deutsche Bank
.Die Aussichten für die chinesischen Solarwerte haben sich deutlich verbessert,weil die chinesische Regierung Niedriglöhne und Einspeisung bezuschusst.Credit Suisse hat die Bewertung für Jinkosolar sogar erhöht, bevor die Kapitalerhöhung abgeschlossen war
Last week saw three Chinese solar stocks rise more than 20%, with about half that gain coming on Friday following an upgrade to Buy from Deutsche Bank on Trina Solar Ltd. (TSL) and Yingli Green Energy Holdings Co. Ltd. (YGE). The impetus for the upgrades comes from a commitment from the Chinese government to provide low-cost financing for new solar projects, the addition of solar downstream segments that are developing solar project pipelines and new feed-in tariffs.
The third Chinese solar player to benefit from the newfound interest in Chinese solar stocks is JinkoSolar Holding Co. Ltd. (JKS), although it was not included in the Deutsche Bank upgrades. JinkoSolar issued 4.37 million new American Depositary Shares (ADS) at $16.25 earlier this month, and the stock still gained nearly 25% last week. We noted at the time that a short squeeze could be responsible and the institutional investors were going after some momentum plays.
The Chinese players finally have brought their manufacturing capabilities more into line with market demand and are following a course laid out by U.S. solar makers First Solar Inc. (FSLR) and SunPower Corp. (SPWR). That course led to the acquisition a few years ago of solar project developers to soak up the companies’ production and to take advantage of the higher value-added market for system design and installation.
Because the Chinese government at both the central and local levels have gotten behind solar energy with low-cost loans and feed-in tariffs, the outlook for these solar players has brightened considerably. Credit Suisse even raised its rating on JinkoSolar before the secondary offering was completed, and the stock trades today above the bank’s price target of $22......
http://finance.yahoo.com/news/...res-why-chinese-solar-142557830.html
.Die Aussichten für die chinesischen Solarwerte haben sich deutlich verbessert,weil die chinesische Regierung Niedriglöhne und Einspeisung bezuschusst.Credit Suisse hat die Bewertung für Jinkosolar sogar erhöht, bevor die Kapitalerhöhung abgeschlossen war
Last week saw three Chinese solar stocks rise more than 20%, with about half that gain coming on Friday following an upgrade to Buy from Deutsche Bank on Trina Solar Ltd. (TSL) and Yingli Green Energy Holdings Co. Ltd. (YGE). The impetus for the upgrades comes from a commitment from the Chinese government to provide low-cost financing for new solar projects, the addition of solar downstream segments that are developing solar project pipelines and new feed-in tariffs.
The third Chinese solar player to benefit from the newfound interest in Chinese solar stocks is JinkoSolar Holding Co. Ltd. (JKS), although it was not included in the Deutsche Bank upgrades. JinkoSolar issued 4.37 million new American Depositary Shares (ADS) at $16.25 earlier this month, and the stock still gained nearly 25% last week. We noted at the time that a short squeeze could be responsible and the institutional investors were going after some momentum plays.
The Chinese players finally have brought their manufacturing capabilities more into line with market demand and are following a course laid out by U.S. solar makers First Solar Inc. (FSLR) and SunPower Corp. (SPWR). That course led to the acquisition a few years ago of solar project developers to soak up the companies’ production and to take advantage of the higher value-added market for system design and installation.
Because the Chinese government at both the central and local levels have gotten behind solar energy with low-cost loans and feed-in tariffs, the outlook for these solar players has brightened considerably. Credit Suisse even raised its rating on JinkoSolar before the secondary offering was completed, and the stock trades today above the bank’s price target of $22......
http://finance.yahoo.com/news/...res-why-chinese-solar-142557830.html
01.10.13 08:02
#66
Kicky
Begründung der Deutschen Bank zum Upgrade
Chinese solar demand growth is currently driven by attractive project economics. IRRs for several utility scale projects are in the low/mid teens and low cost project financing is made available as part of the central government policy initiative to curb pollution/promote growth of the solar sector.
As a result of relatively attractive project economics, more companies are entering the downstream solar sector in China – project development typically requires 12-18 months and as such we believe backlog of new solar projects would continue to grow exponentially over the next 2 years.
In addition to the central government incentives, several provinces are announcing local FiT and/or tax incentives to promote solar growth. We expect the majority of the 31 provinces to come up with additional policies over the next 12 months, which in turn could act as another catalyst for growth in 2014.
We expect companies and local governments to improve the land/financing constraints and come up with leasing business models for the residential/commercial segments, which could act as a significant growth enabler, in our view.
Since the central government FiTs are likely to change annually, we anticipate a rush of installations towards the end of 2013 and 2014 respectively.
http://www.streetinsider.com/Upgrades/...ng+China+Demand/8726599.html
As a result of relatively attractive project economics, more companies are entering the downstream solar sector in China – project development typically requires 12-18 months and as such we believe backlog of new solar projects would continue to grow exponentially over the next 2 years.
In addition to the central government incentives, several provinces are announcing local FiT and/or tax incentives to promote solar growth. We expect the majority of the 31 provinces to come up with additional policies over the next 12 months, which in turn could act as another catalyst for growth in 2014.
We expect companies and local governments to improve the land/financing constraints and come up with leasing business models for the residential/commercial segments, which could act as a significant growth enabler, in our view.
Since the central government FiTs are likely to change annually, we anticipate a rush of installations towards the end of 2013 and 2014 respectively.
http://www.streetinsider.com/Upgrades/...ng+China+Demand/8726599.html
01.10.13 10:53
#67
Skorp
Trina
ist das neu (Mehrwertsteuerentlastung für Solarfirmen in China) oder nur neu aufgewärmt?
http://www.n-tv.de/wirtschaft/...-Mehrwertsteuer-article11461751.html
Wenns neu ist könnte es nochmal nen leichten Schups nach oben geben ...
01.10.13 11:30
#68
trenncost
Steuer
Von gerstern. Das war der Grund für die krassen anstiege bei LDK, China Sunergy und Suntech. Und natürlich für das allgemeine grüne im chinesischen Sektor. Bei China Sunergy wusste man es wohl schon einen Tag früher. Könnte daher gut sein, das LDK und Suntech heute einen zweiten Schub erleben wie Sunergy gestern. Zeitweise über 60% Intraday. Hab leider nur zugeguckt :(
01.10.13 11:44
#69
Kicky
Shorting im Solarseltor geht gar nicht derzeit
if one is short the solar sector, please get out from in front of that freight train because the momentum here is not going to allow that showdown to end well for you.
We are seeing strength still in the solar names with both Yingli Green Energy Holding Company (YGE) and Trina Solar (TSL) both move higher on the back of Deutsche Bank's upgrades and forecast for the Chinese solar market. As much as we dislike solar, this is something we have all seen before and if the Chinese are serious about building out their power grid and diversifying their production mix then of course they are going to utilize solar power. The kicker here is how much they are going to subsidize the solar panel manufacturers in order to prop up the job market and get the economy cranked up, something they are trying to do right now. Our money is not going to go into this sector, but we do see 20% upside after we get through this debt ceiling and government shutdown issue here in the US. China has the ability to move the needle in the solar market with their economic reforms and initiatives and that is not something we want to get in the way of...
http://seekingalpha.com/article/...-and-solar-stocks-powering-higher?
We are seeing strength still in the solar names with both Yingli Green Energy Holding Company (YGE) and Trina Solar (TSL) both move higher on the back of Deutsche Bank's upgrades and forecast for the Chinese solar market. As much as we dislike solar, this is something we have all seen before and if the Chinese are serious about building out their power grid and diversifying their production mix then of course they are going to utilize solar power. The kicker here is how much they are going to subsidize the solar panel manufacturers in order to prop up the job market and get the economy cranked up, something they are trying to do right now. Our money is not going to go into this sector, but we do see 20% upside after we get through this debt ceiling and government shutdown issue here in the US. China has the ability to move the needle in the solar market with their economic reforms and initiatives and that is not something we want to get in the way of...
http://seekingalpha.com/article/...-and-solar-stocks-powering-higher?
01.10.13 11:51
#70
Kicky
its finally Time to bet on Solar
Tickers in this Article » TAN, YGE, CSIQ, KWT, FSLR, SPWR, AMAT, GTAT, TSL
Bloomberg New Energy hat eine Zusammenfassung der Aussichten im Solarsektor,die besser seien als Wind http://about.bnef.com/press-releases/...-wind-in-2013-for-first-time/
Perhaps more importantly, Bloomberg reports that solar firms may finally be on track to regain profitability. That could mean finally adding some solar power to a portfolio.
The Guggenheim Solar ETF (NYSE:TAN) is still the easiest and broadest way to play the sector. The fund is up an astonishing 110% year-to-date. Yet, with capacity still rising, more gains could be had. The ETF holds 29 different solar firms- including Yingli Green Energy (NYSE:YGE) and Canadian Solar (NASDAQ:CSIQ). Expenses run 0.70%, which is a bit high. However, the fund has ample volume versus the other main competitor in the space- the Market Vectors Solar Energy ETF (NYSE:KWT).
For investors, it maybe finally time to bet on the solar players like Trina Solar (NYSE:TSL) or even the stalwart of the industry- First Solar (NASDAQ:FSLR). Like many of the other solar firms, FSLR was hit hard the last couple of years. However, its thin film technology is still one of the cheapest and most efficient on the market. Secondly, the firm’s position of operating installation sized solar facilities on behalf of utilities is a big win for shares. According to the Solar Energy Industries Association, roughly 452 MW of the 832 MW installed during the second quarter was in utility scale projects. First Solar shares currently can be had for a P/E of just 10. Cheaper than rival SunPower (NASDAQ:SPWR).
Finally, both Applied Materials (NASDAQ:AMAT) and GT Advanced Technologies (NASDAQ:GTAT) could be buys as they produce the equipment needed to make solar panels and wafers. With the glut gone, they could see more orders coming from the solar space as capacity finally begins to ramp up.
http://www.investopedia.com/stock-analysis/093013/...t-gtat-tsl.aspx?
Bloomberg New Energy hat eine Zusammenfassung der Aussichten im Solarsektor,die besser seien als Wind http://about.bnef.com/press-releases/...-wind-in-2013-for-first-time/
Perhaps more importantly, Bloomberg reports that solar firms may finally be on track to regain profitability. That could mean finally adding some solar power to a portfolio.
The Guggenheim Solar ETF (NYSE:TAN) is still the easiest and broadest way to play the sector. The fund is up an astonishing 110% year-to-date. Yet, with capacity still rising, more gains could be had. The ETF holds 29 different solar firms- including Yingli Green Energy (NYSE:YGE) and Canadian Solar (NASDAQ:CSIQ). Expenses run 0.70%, which is a bit high. However, the fund has ample volume versus the other main competitor in the space- the Market Vectors Solar Energy ETF (NYSE:KWT).
For investors, it maybe finally time to bet on the solar players like Trina Solar (NYSE:TSL) or even the stalwart of the industry- First Solar (NASDAQ:FSLR). Like many of the other solar firms, FSLR was hit hard the last couple of years. However, its thin film technology is still one of the cheapest and most efficient on the market. Secondly, the firm’s position of operating installation sized solar facilities on behalf of utilities is a big win for shares. According to the Solar Energy Industries Association, roughly 452 MW of the 832 MW installed during the second quarter was in utility scale projects. First Solar shares currently can be had for a P/E of just 10. Cheaper than rival SunPower (NASDAQ:SPWR).
Finally, both Applied Materials (NASDAQ:AMAT) and GT Advanced Technologies (NASDAQ:GTAT) could be buys as they produce the equipment needed to make solar panels and wafers. With the glut gone, they could see more orders coming from the solar space as capacity finally begins to ramp up.
http://www.investopedia.com/stock-analysis/093013/...t-gtat-tsl.aspx?
01.10.13 11:51
#71
trenncost
einstieg
wer noch mitfahren möchte... ich würde erstmal die eröffnung in den New York abwarten. Wird evtl. so laufen wie gestern. Zum Auftakt ordentlich (aufgrund News) drücken und SLs abfischen um dann steil wieder hoch zu gehen. Ich werde neue Positionen aufbauen, sobald ich sehe das scih die Nadel dreht nach einem Gap down. Sollte es im Premarket schon hoch gehen kurz vor Eröffnung muss ich wohl umdenken.
01.10.13 12:25
#72
cango2011
kursziel vorerst 18 dollar
Danach wird es erstmal runter gehen.. bis dahin halten.
01.10.13 12:54
#73
goldfinger45
klar
warum sollte es runter gehen? Da gibt es keinerlei Indikatoren für.?!
01.10.13 12:58
#74
cango2011
gewinnzone
Nächstes Jahr gehts wieder zurück in die Gewinnzone wo Jinkosolar schon ist. Dann gibs hier Kurse über 20 Euro. Nur meine Meinung !
01.10.13 13:10
#75
goldfinger45
@cango2011
Les dir das mal durch.
http://www.nasdaq.com/article/...n-new-government-vat-rebate-cm281313
Was sich daraus entwickeln könnte ist eine solarblase. Also kaufen, ins bett legen und 10 jahre warten is nich. Hier sollte man auf der hut sein.
denkt dran ab und zu mal ein paar gewinne mitzunehmen.
wir Solaris sind ja leidgeprüft. ab jetzt werden die wunden mit gewinnen gesalbt.
viel erfolg weiterhin.
http://www.nasdaq.com/article/...n-new-government-vat-rebate-cm281313
Was sich daraus entwickeln könnte ist eine solarblase. Also kaufen, ins bett legen und 10 jahre warten is nich. Hier sollte man auf der hut sein.
denkt dran ab und zu mal ein paar gewinne mitzunehmen.
wir Solaris sind ja leidgeprüft. ab jetzt werden die wunden mit gewinnen gesalbt.
viel erfolg weiterhin.