Posted by chickmonk > 2015-12-31 10:30 | Report Abuse

Wow! U can predict market drop. Why don't you buy options?

Posted by noobnnew > 2015-12-31 10:58 | Report Abuse

Nola, every time I wan bye it go up. I dun like TEKSENG d. I bought HX yesterday.

Posted by chickmonk > 2015-12-31 11:52 | Report Abuse

Good luck.

Posted by wkchong > 2015-12-31 13:06 | Report Abuse

Halo chickmonk, thank u vy much on ur precious sharing n information. I have learned much fr u. If i wan to buy tekseng for mid term still can ma? Seems vy expensive now. Any expectation for this counter? Thx in advance

Posted by chickmonk > 2015-12-31 13:35 | Report Abuse

Long term better.

Posted by chickmonk > 2015-12-31 13:43 | Report Abuse

昇陽科12月營收有感創高；推動Perc出貨提升

人氣:
MoneyDJ新聞 2015-12-31 10:19:24 記者 萬惠雯 報導

昇陽科營運展望

1.營收認列方式調整 12月營收顯增創高

2.ASP增、提升Perc出貨比重 推升營收向上

3.1月訂單已接滿

4.目前台灣以推動價高、成本不變的Perc為主

5.成立太陽能系統處 爭取海外電廠


昇陽科(3561)因營收認列方式調整、ASP續升以及高效率Perc產品出貨比重升，法人估，昇陽科12月營收可望有感創新高，1月份訂單已接滿，營收仍有再向上動能。展望明年，除了馬來西亞廠外，台灣則持續提升Perc比重，並成立系統處，爭取海外電廠。

在近期營運上，昇陽科因營收認列原則，前二月已出貨但尚未認列，12月海運送達認列營收，再加上太陽能電池ASP向上以及公司高效率Perc產品出貨增，法人估，昇陽科12月營收會再延續創高趨勢，且可望有較明顯的營收月增幅。

展望1月份，目前1月產能均已售出，隨著價格持續向上，仍有機會再創高。

昇陽科明年營運重心之一在發展Perc，目前昇陽科單、多晶產品都有，以多晶產品較多，單晶Perc的轉換效率也有近21%的水準，由於Perc電池效率高，每片可增加的瓦特數增加，故售價較一般品高，且昇陽科可做到成本約與一般品相當，故利潤率高，目前昇陽科已有4台Perc機台，約占總產能逾4成，12月已開其中3台機台，目標可以再進一步提升。

除了Perc，明年的另一重點是系統發展，昇陽科已成立太陽能系統處，昇陽科主要是希望透過銀行支持，電廠併網後再找買方，而不是自己營運電廠，昇陽科日前2.45MW、位於日本福島的電廠已正式併網，未來還會再評估海外電廠案。

而在昇陽科合資的馬來西亞廠的部分，昇陽科持股比例40%，主要市場為美國以及東南亞，售價比台灣價格高近1-2成，成本則近乎與台廠相當，目前三條線已全滿，對第四季昇陽科認列轉投資獲利有所幫助。

Posted by wkchong > 2015-12-31 14:58 | Report Abuse

Wat is the fair value for tekseng? Analysis said about 1.15-1.20

Posted by makubex718 > 2015-12-31 15:01 | Report Abuse

Tekseng if use old EPS already exceed target. people buy now i think is looking good on future profit.

Posted by kt_invest > 2015-12-31 15:24 | Report Abuse

Hello chickmonk,long time no see. And im so happy tht tekseng is at current price. Very very good. Congrats to all shareholder. And, the chinese article you shared, can summarized a bit in english? Thanks ya.

Posted by chickmonk > 2015-12-31 15:46 | Report Abuse

Can use google translate.

Posted by chickmonk > 2015-12-31 15:49 | Report Abuse

力挺巴黎協議！印度大幅加碼屋頂太陽能板補貼預算

人氣:
MoneyDJ新聞 2015-12-31 12:38:40 記者 賴宏昌 報導

彭博社30日報導，為了要在2020年3月31日以前達到4.2 GW安裝量目標，印度政府宣布將太陽能屋頂發電系統安裝補貼預算大幅提高到500億印度盧比(7.53億美元)。根據官方發布的新聞稿，商業與非國營企業因已享有加速折舊、稅負優惠，因此無法申請上述補貼。

根據研究諮詢機構《Bridge to India》的統計，截至2015年10月為止印度的屋頂太陽能安裝量僅有525 MW。《Bridge to India》執行董事Vinay Rustagi指出，印度政府加碼的補貼金額僅足夠支應大約半數的安裝量目標。

Thomson Reuters報導，印度政府原先的補貼經費為60億印度盧比。這項計畫主要是用來鼓勵印度家庭、政府機構、醫院以及教育機構安裝屋頂太陽能板。

RTN.Asia 30日指出，「30%屋頂太陽能安裝補貼」在印度堪稱是史無前例。根據官方的規劃，2022年印度太陽能安裝量將看上100GW。

英國金融時報6月報導，據估計，高達4億名印度人目前面臨無電可用之苦。印度目前有超過半數的電力是來自火力發電。

美國太陽能產業協會(Solar Energy Industries Association, SEIA)會長Rhone Resch 12月18日發表新聞稿指出，國會通過投資稅賦抵減(Investment Tax Credit；ITC)優惠展延5年法案、預估到2020年將可協助美國太陽能產業新增22萬份工作機會、同時也將使得業界得以實現雇用5萬名退伍軍人的承諾。更重要的是，巴黎氣候變遷協議通過後國會隨即展延ITC、將令美國成為全球削減溫室氣體的模範。

Resch指出，預估到2020年美國太陽能安裝量將增長逾三倍、達到100GW，佔美國發電比重達3.5%，可滿足2千萬戶家庭的電力需求。

Posted by chickmonk > 2015-12-31 15:51 | Report Abuse

If tekseng export to India then HUAT lor!

Posted by JNG9678 > 2015-12-31 20:35 | Report Abuse

Good ! TS forum more n more people are interest in longterm n values investment!
Today I notice few guys came out on TS solar forum.
As Chickmonk recommendation for long term investment !
JNG suggests you keep it for 2 to 5 years. TS solartech easily gives you return > 250% exit 2017.

Posted by JNG9678 > 2015-12-31 21:03 | Report Abuse

As the solar PV business and its growth is so explosive to support Global demands forward looking years of renewal energy !

TS SolarTech builds factory-2, the pace seems slower to match the surge demand from latest DEC15's global green energy development and its demands!

Suggest to TS BOD to buy ready made factory for capacity expansion is mush faster loh!!!

Just wait for durian runtoh !
Happy count down bye bye 2015
Cheerful and fruitful year 2016 for TS Solartech to come!

Posted by chickmonk > 2016-01-04 12:49 | Report Abuse

2016/01/04 12:15 中央社

（中央社記者張建中新竹2016年1月4日電）太陽能電池廠昇陽科 (3561) 接單持續滿載，為滿足客戶需求，生產線上的員工，農曆年將加班趕工。

太陽能市場需求依然強勁，產品價格不斷攀高，加上產品組合進一步優化，及部分訂單遞延入帳挹注，昇陽科去年12月業績可望有不錯表現；法人預估，昇陽科12月業績月增幅度將有2位數百分點水準。

昇陽科今年1月接單持續滿載，2、3月客戶需求依然熱絡，昇陽科生產線上的員工，農曆年恐將無法休假，將加班趕工。

在接單暢旺，加上產品價格不斷走揚，產品組合也持續優化，昇陽科第1季業績可望較去年第4季持平，並有機會較去年第4季再攀高。

Posted by chickmonk > 2016-01-04 15:46 | Report Abuse

Shopping day :)

Posted by noobnnew > 2016-01-04 15:47 | Report Abuse

I get another 50 lot today

Posted by chickmonk > 2016-01-04 16:49 | Report Abuse

昇陽科 104年12月營收12.35億、年增50.12%
2016/01/04 16:23 Moneydj理財網

昇陽科(3561)12月營收資料(單位千元)

當月 本年累計
營收 1,234,799 10,483,694
去年同期 822,560 9,684,915
增減 412,239 798,779
增減百分比 50.12% 8.25%

Posted by noobnnew > 2016-01-04 16:51 | Report Abuse

chickmonk, the company is the subsidiary for Tekseng?

Posted by chickmonk > 2016-01-04 17:09 | Report Abuse

JV with ts solartech

Posted by JNG9678 > 2016-01-04 17:48 | Report Abuse

Chickmonk, correction your rev $ #, is it typo error? shall not 1.44 billion. If Q4 revenue RM144M, it is likely doable.

Posted by chickmonk > 2016-01-04 17:54 | Report Abuse

taiwan company oct-dec revenue increased 61%. I expect tekseng coming quarter revenue at lease 144M & eps 3sen.
You're right!

Posted by kt_invest > 2016-01-04 19:37 | Report Abuse

Work overtime through Chinese New Year....sounds good guys....orders are pilling up

Posted by kk123 > 2016-01-04 19:39 | Report Abuse

About time for tek seng to do a sharp correction

Posted by JNG9678 > 2016-01-04 19:48 | Report Abuse

KK123, oh yeah! Big correction up lor!

Posted by BoPoint > 2016-01-04 21:07 | Report Abuse

good to grab these few days. insiders wan it to be 1.15 b4 CNY.

Posted by mh87 > 2016-01-04 21:26 | Report Abuse

Just let other people talk about China as we can see a lot of them talk too much like China will bankrupt tomorrow..

Posted by kk123 > 2016-01-04 21:31 | Report Abuse

"Hang man" pattern
Earlier director goreng maybe need some money to pay bonus for New year
China gone ,Taiwan gone , ah Seng gone - see the linkage ?? Haha

Posted by noobnnew > 2016-01-05 14:11 | Report Abuse

Ah Seng strong support at 1.00. Yesterday drop almost 40 point also cant break.

Posted by JNG9678 > 2016-01-06 09:38 | Report Abuse

TS solar twin turbo engines going start very soon as wave 3 and my is TP 1.5 within 6~9 months!
when Q4 results release Feb16 plus factory -II ready to set up another few more assembly lines 1H 2016 for global exponential demands!

Nov'15 my projection, TS solar will growth 250% in top line exit 2017 when factory 2 maximum its Solar capacity!

Those who believe still possible to collecting below RM1, you still can wait but don't know if it is possible or a dream.

Posted by noobnnew > 2016-01-06 10:08 | Report Abuse

Ah seng engine not enough turbo, cant sustain 1.05. I finish collect, is time to fly

Posted by chickmonk > 2016-01-06 10:26 | Report Abuse

Rhone Resch: Why it’s just the beginning of America’s solar boom!
http://hubs.ly/H01Mfll0

Posted by chickmonk > 2016-01-06 10:46 | Report Abuse

Ah Seng is preparing another shoot up soon!

Posted by noobnnew > 2016-01-06 10:48 | Report Abuse

chickmonk, hope to be true. I gt half lorry of ah seng

Posted by chickmonk > 2016-01-06 10:52 | Report Abuse

Wow! Good luck man!

Posted by noobnnew > 2016-01-06 10:59 | Report Abuse

Haha, we dont need luck. As long as Ah Seng can perform.

Posted by JNG9678 > 2016-01-06 11:13 | Report Abuse

Wave 3 Tp 1.5

Posted by noobnnew > 2016-01-06 16:00 | Report Abuse

Ah seng retest 1.05. Hope to sustain and break

Posted by noobnnew > 2016-01-07 09:23 | Report Abuse

Ah seng really no power cant stand firm on 105

Posted by chickmonk > 2016-01-07 09:26 | Report Abuse

Next quarterly result release on February. Bye RM1, look forward to RM1.50

Posted by noobnnew > 2016-01-07 11:38 | Report Abuse

Ah seng now become firm d. Cant drop

Posted by chickmonk > 2016-01-07 15:53 | Report Abuse

seems like coming...

Posted by JNG9678 > 2016-01-07 16:09 | Report Abuse

Chickmonk Ah Seng just eat Cialis all the way up!

Posted by noobnnew > 2016-01-07 16:21 | Report Abuse

Ah seng on fire today. Everybody down he go up. Go go ah seng!!!

Posted by chickmonk > 2016-01-07 16:34 | Report Abuse

Installed Cost of Utility-Scale PV System in the U.S. Down 17% YoY in 3Q15; Falling PV Costs Will Spur Demand
The latest analysis from EnergyTrend, a division of TrendForce, finds that prices of photovoltaic (PV) systems are in a steady decline. In the U.S., for example, the average installed cost of utility-scale PV systems was at US$1.38/W in the third quarter of 2015 compared with US$1.66/W in the same quarter of 2014, representing a 17% year-on-year drop. As PV-generated electricity reaches grid parity in more places worldwide, the market is also entering an expansionary phase with a growing number of utility-scale projects taking place. Based on EnergyTrend’s recent survey on the emerging markets, the respective installed capacities of India, Chile and the Philippines between the start of 2015 and now are respectively estimated at 827MW, 750MW and 134MW. These countries enjoyed substantial installation growth during the past year. EnergyTrend thus expects upward revisions of these figures later on as more data for 2015 are released and tallied.

EnergyTrend analyst Patrick Lin pointed out that the levelized cost of electricity (LCOE) of each regional market is determined by daylight hours, labor costs, subsidies and prices of PV modules after taxes. For example, some utility-scale systems in India have a LCOE of around US$0.08/kWh because the country enjoys long daylight hours, low labor costs and low module prices. EnergyTrend believes the average installed cost of utility-scale systems worldwide could fall by another 15% year on year by the end of 2017, and the drop in the installed cost could also lower the LCOE of PV energy in some regional markets to US$0.07/kWh and under. In this scenario, the LCOE of utility-scale PV systems in general would be close to that of coal-fired power plants and below that of natural gas power plants. In sum, PV demand continues to grow, and the share of renewable energies in power generation worldwide is expected to expand in the future.

Looking to 2016, Lin added that policies in major markets including the U.S., China and India will cause a gradual decline in module prices. The fall of module prices will also coincide with the price decline of inverters and other related consumables. The average installed cost of PV system therefore will drop to around US$1.15/W, and the 2016 market in general will see a resurgence in demand. Moreover, conversion efficiency rates of PV cells continue to improve. In the second half of 2016, mainstream multi-Si products are expected to achieve a power output of 265W, while their mono-Si counterparts will be reaching 275~280W. Consequently, the ongoing rise in efficiency will progressively push down the LCOE of PV energy. For the 2016~2017 period, EnergyTrend anticipates demand growth to return in regions with abundant sunlight, such as India, Southeast Asia and Central and South American countries.

http://pv.energytrend.com/research/Installed_Cost_of_Utility_Scale_PV_System_in_the_US_Down_17percent_YoY_in_3Q15.html

Posted by noobnnew > 2016-01-07 16:35 | Report Abuse

Chickmonk, low installation cost good for ah seng?

Posted by chickmonk > 2016-01-07 16:39 | Report Abuse

solar cell price (USD) slowly & steadily up everyday. While our RM vs USD down everyday. If you keep money at FD also cant fight the inflation. Better buy tekseng now!!

Posted by noobnnew > 2016-01-07 16:40 | Report Abuse

Needless to say more. I owned a lot of ah seng already. U can tell from my active comment here. Haha

Posted by chickmonk > 2016-01-07 16:41 | Report Abuse

Good what, why not?

Posted by chickmonk > 2016-01-07 16:42 | Report Abuse

You monitor the solar cell price then you will know!!