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Hanwha SolarOne Co., L.Ş. Message Board

  • taexpert928 taexpert928 Aug 27, 2014 1:10 AM Flag

    Eight Reasons Why HSOL Is Extremely Undervalued Compared To Chinese Solar Stocks.

    1) Price Per Sale of 0.26 for HSOL is by far the lowest in the Chinese solar sector. JKS has P/S of 0.77, CSIQ has P/S of 1.1 and TSL has P/S of 0.6.

    2) Using P/S of 0.77 of JKS and P/S of 1.1 of CSIQ, HSOL should have market cap of $710M and $870M respectively. Yet HSOL has stronger balance sheet than JKS and CSIQ because its debt is guaranteed by the giant Hanwha group.

    3) HSOL is flagship of Hanwha the fifth largest company in Korea with $140B market cap. Hanwha and its new ex Samsung CEO will not tolerate that its flagship is valued as tiny $210M.

    4) Hanwha gave guidance that both HSOL and Q-cells will be profitable in Q2 of 2014. HSOL stock will rocket up once the 2Q14 earning confirms the 1Q14 earning guidance for continued growth in 2014.

    5) The new CEO was a respected VP of Samsung Group which is a giant $140B company. He increased market share of Electronics Division by 310% in 3 years. New CEO promised in Q1 earning transcript to improve significantly financial of HSOL.

    6) HSOL reported several large deals in past 3 months and these deals will be reflected in results of Q2. According to 3 recent articles , Hanwha solar group turned profitable. Combs the IR officer of HSOL stated in two emails that "Q2 results will positively surprise investors"

    7) Gross margin of 14.1% in 1Q14 is one of highest in the Chinese solar sector. CEO promised in last Q1 transcript that the goal for FY 2014 is 20% gross margin

    8) The new CEO has more authority to finalize the 700 MW deal. In the transcript of Q1 Results , CEO said that 330MW of that 700MW MOU is already was finalized. CEO also said the rest of promised 700MW are in process of negotiation with other partners.

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    • Most important reason:

      HSOL reported several large deals in past 3 months and these deals will be reflected in results of Q2. According to 3 recent articles , Hanwha solar group turned profitable. Combs the IR officer of HSOL stated in two emails that "Q2 results will positively surprise investors"