we gonna have a good 2013 & 2014 with production cost going down & selling Prices going up :-)
the bigger cos like tsl, jks, yge, ... have their productions out of China which will not be subject to duties. the smaller chinese co's that have not the same possibilities to outsource will go under. actually a positive & Prices will rise for the bigger ones.
Dont underestimate sina/weibo. remember the rally to 150 a year ago in antcipation of FB ipo? Alibaba ipo is coming sooon. the hype will restart again. same story over again.
the longer alibaba waits buying out whole sina, the more expensive SINA gets. with alibaba IPO soon, we will get to $100 very soon. sina Business alone is worth as much as weibo.
there will be a shortage of solars = higher pricing. the likes of yge, tsl, jks will Focus on s.africa, Japan, China, middle east, and... their margins will be much better & the shortage will just rise the prices in europe. the resellers in the european countries will suffer & the installers. get it?
europe makes just a tiny Little bit in the new customer base of yge. btw new tariffs will actually help to rise Prices around the world. margins will go up and so will demand. Investors should be buying chinese solars instead of selling it of.
im Long sina. but you could be right. too many big Boys missed the surprise. the likes of citi have been shorting since sina was in the high 40's. they are in Trouble right now. big Boys dont like to loose that why they might be able to cover their Shorts again in the high 40s. hope im wrong cause im Long sina & i hate These unfair big Boys manipulating.
just Business as usual. buyers will come back @ the time. just same pattern. will we get to the 4's this time? we will see.
i believe that not just citi is short sina & they will try anythin to hold the stock Price down. who knows, earnings could be better than expected & weibo monetization could top Outlook. not sure if citi and their hedgie friends will cover or risk a huge run up
lol, they try everything not to looose too much face now.
SINA's weibo & KONG
up huge :-)
alibaba just sorting out the winners from the loosers. SINA = winner
lol most of the Shares are already taken by alibaba & sina. could see a real squeeeze here.
18% = 586m
100% = 3.25b
current market cap = 3.36b
conclusion: sina is worthless eventhough they will hold @least 70% of weibo.
tictac shorties we gonna squeeeeeeeze u.
Upgrades & new Targets on the way :-)
Alibaba values sina/weibo @3b!! Sina is valued Zero. Whats wrong?? We will find out soon when then pps gets valued right. 30% Upside near term. gl