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Yingli Green Energy Holding Co. Ltd. Message Board

  • hageneriksson hageneriksson Aug 30, 2013 8:43 AM Flag

    Q4 gross margin guidance 13-15% - quite good

    China sales to reach more than 40%

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    • It's better than TSL. In fact, YGE metrics beat TSL on every measures except for long term debts. The debts will play itself out in 2014. As an investor, you invest for the future...

      Long YGE and TSL.

    • You're right - it is good. On the way up is better than 2011 and 2012. But, they still need to get to around 16-17% plus to break even due to debt. The one issue with YGE is debt (which they used to build up and become No.1 in sales). The issue now is share dilution. I was wrong about earnings....I thought they would miss EPS by a mile, but they only did but a negligible amount, which bodes well for short term. They pulled off a better exchange rate loss (actually gained) and beat on turnover.

      Long term, they need to sort out their debt one way or another to keep up with the likes of TSL. Paying 35M+ in interest every quarter will always be a drag on EPS.

      I live in HK and mainly follow solar related companies on the HK exchange. They did amazing today - rumours about more government stimulus. In the medium term, I think they will all do very well (3-9 months). Pick your entry points and possibility of 100% + profits.

      A few HK listed companies to dig out some info to trade US listed solars : 3800.hk, 0750.hk. 0566.hk, 0712.hk, 0757.hk. Not that you need to do heavy research on them, but their news/earnings usually correlate with the China solars listed in USA.

      Full disclosure : I sold out at 4.17 yesterday for a gain of less than 3%, was too scared to wait for earnings. For those that had the balls to stay in - hope you make plenty in the next few days (I hate 'effin shorts). I hope to get back in if there is a reasonable drop within the next month (usd3.50 range).

      Good luck.

      Sentiment: Hold

 
YGE
2.23+0.14(+6.70%)Mar 2 4:02 PMEST

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