larsson

Closing LDK Solar, Keeping Trina

I can't understand why LDK has so many small investors, which are pumping wherever they can.

At 47

TSL is at P/E 9-11 2008
TSL is at P/E 4-5 2009
TSL will grow appr. 100% 2006 - 2010 on yearly bases

Do you want to compare this to LDK or any other solar stock?

LDK Solar Earnings and the Dark Cloud of Polysilicon Shortages

Furthermore, TSL will reach GM of 37% at Q4 2008, compare this to LDK please ;-)

LDK Solar Earnings and the Dark Cloud of Polysilicon Shortages

Jay!

Forget about yahoo estimations!

Latest estimations on TSL show a 4-5 EPS in 2008 and a 8-10 EPS in 2009. Now compare this to LDK!

Jack is totally right, and after yesterday's gain, Canadian is not as cheap as TSL again. So again, leave the high risk investment of LDK and look for something safe and cheap - TSL

LDK Solar Earnings and the Dark Cloud of Polysilicon Shortages

People, we all know that TSL will alway have the highes GM's in the sector due to best vertical integration.

LDK is about double valued compared to the P/E of TSL (based on 4-5 EPS 2008), so why waste time with a risky investment like LDK, which is so much depedent on the Poly Plant?

Smart money enters TSL.

Those Bubbling Solar Stocks

Further:

I do undertsnad everyone not beeing long some of those stocks, but beeing short at actual values on some of those stocks (TSL,CSIQ,LDK...) could lead to big losses.

So, before misleading others, remove stocks which are trading extremely low as of 2008 P/E from your "posting"!

Those Bubbling Solar Stocks

Adam,

sure not all of the named Chinese Solars will make it. But this is a question for 2010-2013. If you do your research, you will find out from the CC's of the a.m. companies, that demand is so big, that they can't catch up with producing. So a shake out is far away, and there are several years to go before it happens.

You are right, 4-6 months ago, most Chinese solars have been overvalued in a hype, but today -some of the names you mention are trading under P/E 2008 of 15. For such grwoth stocks, there is just no bubble like you predict.

To mention the stock with the lowest P/E, according to analysts they say now that TSL will earn 3.4 US$/Share, while the company guided for 4-5 EPS 2008. We are still at P/E 8-10 at TSL.

This with more than 100% EPS growth 2006-2010 (Sold out 2008 and 75% 2009).

Would you call this a bubble or a fantastic investment?

If you talk about bubbles, mention the right names, US Solars - but leave the names not to be mentioned for your own reputation...

Those Bubbling Solar Stocks

Why would anyone short Chinese solars? Most of them have more than 50% EPS growth and have attractive P/E's. Short scrap, but not such growth stocks. You guys really will face difficulties to cover, especially TSL...

Those Bubbling Solar Stocks

It looks like this guy tries to fool others. This is a crime, and they should stop this incorrect wrtings! Do your homework!

Those Bubbling Solar Stocks

Man, you don't know any actual P/E's of 2008 and you are still using P/Es of 2007. TSL has an actual P/E 2008 of 13 - you mention 21. Make your research and stop posting trash please.