it sounds like your saying Cable is going away (Comcast, Time Warner, Charter) when you say AAPL/ NFLX/ AMZN MSFT. There is no proof of that. MSFT and AppleTV settops have been terrible. Settops are needed to decode the compression and security in the home. Settops are qualified to the Cable company infrastructure. CSCO got out of low margin devices and previously sold the modems and unbelievably bad camera biz. ARRS has a history of buying left overs and milking them.
it should already be factored in. The reason Pace sold out. CSCO sold the former SFA settops to Technicolor in France. It's not as easy as the FCC thinks to just replace them in Cable systems like Comcast. It should mean the settops should be available for retail purchase.
all the bank estimates were already lowered. That was before the lower Dollar and higher Oil. Lower write offs. IMO banks will beat. Financials scream higher. S&P new all time high. By May says Mike Lee. The failed wave 5 is coming home to roost. Or we are already though the only major correction with the 15% drop.
options took a hit Friday with the decline of oil, new target is 22 by Apr 15th. Further out $24 by June 17th.
Based on Friday's notable options. FXI the China ETF had unusual calls. So China stocks might be moving up very soon. Yesterday's oil news out of Saudi Arabia might get walked back.
oops sorry that was S&P-IQ not CS. CS March 1st has a BUY and target of $42
Bottom line – beat and grow: JKS reported a Q4 beat driven by a higher mix of 3rd party module shipments, in line with positive sentiment echoed in preannouncements by peers. The company has strong demand visibility in 2016 with stable gross margins and is expanding wafer/cell/module capacity by 7%/40%/47%. We also expect downstream performance to improve significantly in 2H and inch closer
to a potential spin-off this year. We increase our 2016/17 EPS to $6.48/$6.98 due to higher shipments,
and introduce 2018 EPS of $6.09.
I don't know what the date on your document is. Mine is March 19th where Credit Suisse down graded JKS to hold and a target of $27. I didn't buy then, I bought yesterday. Buy low, sell high.
We forecast that sales will rise 13% in 2016 and see a 2% increase for 2017, following growth of
54% in 2015. We expect shipment growth be-tween 35% to 40% in 2016. We anticipate an annual gross margin between 21% and 24% for 2016 and 2017, compared to the 22% margin posted in 2015. We anticipate modest pricing declines, but see pressures mostly offset by cost per watt improvement ($0.39/watt currently). Despite our favorable view of JKS s margins relative to the overall in-dustry, we see significant capacity expansion in 2016, which we believe could put margins at risk.
Survived Q4 earnings and outlook. Barrier of over capacity didn't materialize. Barrier of delayed projects due to the goverment subsidies being extended didn't materialize (delay because of no rush to meet deadline).
JKS panels are best of breed.
looking for $23 by 4/15 The dollar has been lower in Q1 than Q4. This time of year is typically good for solar.
The demise of Sunedison means there are deals to win.
the man group was one of them, they at 1.16% therefore do not have to report a form 13 anymore.
Yesterday JASO traded above $9 and I sold out. The upside is $9.69 and no downside. Earnings for 2016 mean little until the buyout is either confirmed or dropped. JASO options indicate $8 for 3/18