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China Ming Yang Wind Power Group Limited Message Board

  • cbuehler075 Mar 11, 2013 11:55 AM Flag

    Windpower stocks - top investments in 2013

    Gamesa - over 100 % higher than the low in 2012 with a believable restruction program
    Nordex - nearly 100 % higher than the low in 2012 with new products
    Vestas - nearly 100 % higher than the low in 2012 - despite very weak outlook for 2013

    But: Ming Yang - only 40 % higher than the low in September 2012.

    Despite a strong international order book and very big return in revenues in 2013 announced. 2012 was a horrible year because of the lack in grid connection from former installed products. So nearly no new products were produced. That's now over and in 2013 18 GW should be produced and new installed due to 16 GW installed in 2012, but mostly already produced in 2011. Plus new sell agreements with Reliance - the biggest private indian company!

    That on a market capitalization only from one third of the real ownership value in the balance sheet. With a market value to turnover from only one third of the competitors above. And Ming Yang works with black figures again in the third quarter of 2012.

    I think, the shares of Ming Yang are very very very very undervalued.

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    • cbuehler075 Jul 8, 2013 10:46 AM Flag

      And again: Vestas today with a new record level. From 3,75 Euro at the beginning of the year now over 12 Euro. An increase of now over 200 %. And this nevertheless Vestas is a long time restructing company with heavy loss in Q1 2013 and 12 Euro is nearly the double of the equity.

      Ming Yang was profitable again in Q1 2013.
      Ming Yang has the better story - hugh better.
      If we look at the equtiy from 4 Dollar here, the Ming Yang share must stand at 8 Dollar to reach the level from Vestas. Also Nordex or Gamesa note over their equity level due to the strong performance from the windpower shares in the stock market in 2013.

      Buy what you can - all in China Ming Yang. I have now 10 % of my money in this stock und i will invest more. This is the invest story of my life. And maybe also yours.

      Sentiment: Strong Buy

    • cbuehler075 Jun 26, 2013 11:59 AM Flag

      HSBC sees upturn for turbine co's

      By Ben Backwell in London, Tuesday, June 25 2013

      Turbine makers are set for a sustained recovery in share prices as restructuring efforts feed into operational profitability and order flows pick up, according to research by HSBC.

      The bank expects Danish manufacturer Vestas to be best placed to benefit from the recovery in original equipment manufacturers' (OEMs) fortunes, along with Nordex, Gamesa and Suzlon.

      HSBC says that since January, OEM share prices have outperformed their respective indices, with the exception of Suzlon.

      “A feature of the Q4 and Q1 results has been a generally more positive tone from the wind OEMs for 2013. This is a combination of:
      1) restructuring measures implemented through 2012 (and with costs booked for these in 2012);
      2) business realignment and
      3) improving.

      Sentiment: Strong Buy

    • cbuehler075 May 23, 2013 11:46 AM Flag

      Why are people again selling this stock?

      European Player's like Gamesa today again with big order news over several 100 MW in india. Biggest part from a chinese firm who has activities in India. The MP from China visit these days India to forces the tradevolume between the two countries.

      Ming Yang has buy at the end of 2012 the majority in a JV with Reliance - the biggest private firm in India. First MW's of many in the future will be installed in this Summer. This ist totally new, because in the past Ming Yang has only activities in China.

      This stock is a tenbagger from it lows from 1,08 USD!

      Sentiment: Strong Buy

    • cbuehler075 Apr 29, 2013 1:06 PM Flag

      Gamesa today with its Q1 2013 figures. Back in net profits! Full in the 2013 guidance and the busines plan 2013 - 2015.

      Decline in Demand in the US - but at all more new orders than ever in a first quarter! 74 % of the 2013 guidance fullfill.

      Strict capital management with nearly half of the working capital than one year before.

      Sentiment: Strong Buy

    • cbuehler075 Mar 25, 2013 2:10 PM Flag

      Why ist this stock goes down, down, down on this tremendous Turnaorund clearly on the way? – This stock notice only at 25 % on the book value and has over 50 % cash as the market value tody.

      This is the most undervalued stock ever seen in 20 years of experience!!!. And european windpowerstocks with also subsidaries in China or India goes over 100 % in the first month of 2013!!!

      • 1 Reply to cbuehler075
      • cbuehler075 Mar 26, 2013 11:54 AM Flag

        One point forgotten:

        11th: According to various market observers a decline in building constructions in China is expected. There should be already too many unoccupied residences. As a result it's expected that the steel price goes down. Some highly speculative funds are apparently already in short targeted Australian ore mines stocks. Steel is an essential commodity for the wind power industry.

        Sentiment: Strong Buy

    • cbuehler075 Mar 25, 2013 2:09 PM Flag

      10 Facts about this stock:

      First: 14 GW installations in china in 2012 to 18 GW in 2013, an increase of almost 30%.

      Second: The increase in the construction / sale is much larger because above means only the new installed capacity. 2012 were a large proportion of new installed capacity - how much exactly is well known - previously built, but has not been installed because of the connection problems.

      Third: Ming Yang has in Q1 2012 35 MW 1.5 MW and 15 MW 2.5 MW turbines sells. In Q2, there were 144 MW 1.5 MW turbines and in Q3 231 MW 1,5 MW turbines. After 9 months of 2012, there were so little 425 MW. What Q4 yet joined, we'll probably find out this week. After heavy losses in Q4 2011 and Q1 2012 was in Q3 2012, the bottom line again a micro profit.

      4th: According to the company in February the global sales volume for 2013 should be 2.5 GW. This could, depending on the course in Q4 vs. more than tripling the 2012 result.

      5th: In total, sales yoy in the first 9 months of the 2012 vs.2011 has dropped by about 60%. The net profit of RMB 414 million has turned into a loss of 143 RMB. Thirs returns in 2013 again.

      6th: Ming Yang expected from the consolidation that took place in China's wind power industry in 2012 rising prices.

      7th: Currently there are framework agreements for 5,100 MW 1.5 MW turbines, 246 MW 2.0 MW turbines and 245 MW 2.5 to 3 MW turbines in the books. 2/3 thirds of which come from five Chinese customers.

      8th: For 2015, Ming Yang has a delivery quantity of 5 GW targeted based on the current 12-year plan of the Chinese government. See all at the Q3 presentation on the Ming Yang IR page.

      9th :2.5 GW project goal with Reliance in India. Power shortage in India is well known.

      10th: The 6 MW offshore wind turbine is obviously in the end planning stage. Ming Yang scored building rights for 11 GW of offshore wind power in China.

      Why ist this stock goes down, down, down on this tremendous Turnaorund clearly on the way? – This stock notice only at 25

      Sentiment: Strong Buy

    • cbuehler075 Mar 16, 2013 10:39 AM Flag

      The Wall Street Journal brings a interview with Ramesh Kymal, chairman of the Indian Wind Turbine Manufacturers Association. Please search it in the web.

      He talks about the generation-based incentives, Renewable Purchase Obligations and Renewable Energy Certificates. About the chance in reduce coal imports with the use of windpower. According to the ministry of new and renewable energy estimates, India’s potential for wind power is 100,000MW and some recent studies estimate it to even be 600,000 MW.

      With large transmission infrastructure being built to bring power from hydro power stations in the North-East to North India, it's possible to install on the way smaller wind turbines.

      The new contract with Reliance - the biggest private indian company - can bring enormous advantage for Ming Yang in this 1,3 Billion people country.

      Sentiment: Strong Buy

2.09-0.02(-0.95%)Nov 25 4:02 PMEST