Posted by chickmonk > 2016-01-25 08:39 | Report Abuse

法欲建一千公里“太阳能公路”
http://m.sohu.com/n/435683972/?_trans_=000115_3w

Posted by JNG9678 > 2016-01-25 12:44 | Report Abuse

http://www.wealthdaily.com/report/3-solar-technology-stocks-you-must-own/1441

Warren buffet invested USD 3B for above 3 solar listed company.

Posted by JNG9678 > 2016-01-25 12:49 | Report Abuse

https://www.dropbox.com/s/6uc6wiiryyiwmrc/File%20Jan%2025%2C%2012%2047%2036.png?dl=0

Posted by JNG9678 > 2016-01-25 12:54 | Report Abuse

Warren Buffett invests USD $30B in renewal energy.

Posted by kt_invest > 2016-01-25 13:06 | Report Abuse

Nice updates from chickmonk & jng9678.

Posted by hotman87 > 2016-01-26 09:40 | Report Abuse

thx for sharing those info. :)
have a nice day all..

Posted by chickmonk > 2016-01-26 10:49 | Report Abuse

《科技》太陽能迎新春，貿易壁壘減少、市場需求續旺
2016/01/26 10:18 時報資訊

【時報記者任珮云台北報導】太陽能近期好消息不少，歐盟委員會日前宣布，解除部分對中國太陽能產業所提出的反傾銷、反補貼（雙反）複審，並維持先前所延續的既有限價限量（MIP）措施及貿易關稅。此外，中國太陽能行業協會於1月21日舉行「太陽能產業2015年回顧與2016年展望研討會」，會中提到，2016年的裝機目標可能會落在20~23GW之間，去年為15GW，也就是有約30~50%的成長。

中國商務部發言人沈丹陽對於歐盟委員會的決定表示，這是中國與歐洲方面多次磋商的結果。歐洲是在2013年8月發起對中國太陽能產品的雙反調查，並於該年12月祭出雙反關稅與MIP限制，以約束中國產品的傾銷。歐盟委員會的文件指出，經過一系列調查後發現，中國產品的平均價格雖然低於國際水準，但這僅反映中國產品價格較低廉的事實；中國產品均價降低的幅度並未高於國際均價降幅，判定現行的價格標準能夠客觀反映全球太陽能產品的價格走勢，符合MIP措施的目的，因此決定解除2015年年底對中國發起的太陽能雙反重審調查。既有的MIP、關稅措施將延續，直到既有的雙反措施即將到期時，再進行必要的「落日審查」。

在台灣的太陽能電廠方面，英業達 (2356) 旗下電池廠英穩達在2015年11月宣布買下模組廠英懋達48.47%的股權，兩家兄弟廠商正式合併。合併後可整合英穩達的950MW電池產能與英懋達約300MW的模組產能，英穩達也宣布將擴增電池產線，今年第一季已有1GW電池產能。

昇陽科 (3561) 去年12月營收月增率達13.1％，也寫下2011年5月來單月新高。昇陽科持有馬來西亞合資廠4成持股，儘管不列入營收，但該廠區的成本與台廠相近，而售價卻是高於台廠1～2成，這部份可望對第四季財報帶來不少貢獻。而展望後市，昇陽科的元月份接單已滿，2、3月也相當暢旺，目前已篤定農曆春節期間將加班趕工。

Posted by chickmonk > 2016-01-26 21:50 | Report Abuse

Tek Seng expands to capitalise on solar demand
By Gho Chee Yuan / The Edge Financial Daily | January 26, 2016 : 9:41 AM MYT
This article first appeared in The Edge Financial Daily, on January 26, 2016.

KUALA LUMPUR: Tek Seng Holdings Bhd ( Valuation: 0.80, Fundamental: 0.60), a Penang-based polyvinyl chloride (PVC) product manufacturer, which is ramping up its solar energy business, expects the segment to drive earnings growth as the world shifts further towards energy efficiency and sustainability.

Interest in solar products should see rising interest after the Paris Climate Conference last month, as nearly 200 countries have agreed to limit temperature rises by cutting down fossil consumption in power generation.

Tek Seng, which derived most of its earnings from PVC flooring and packaging product business, ventured into the solar energy business when it became clear that the segment would not be able to generate double-digit growth in years to come.

“Earlier, we projected that [the] PVC business may continue to post double-digit growth in the next three years, but given the current market situation, we think it is not realistic anymore,” its executive chairman Loh Kok Beng told The Edge Financial Daily in an interview recently.

But it is not all doom and gloom for the group. Its solar segment has started to gain a stronger foothold and reversed its losses in the third quarter ended Sept 30, 2015 (3QFY15).

“Based on the segment’s track record, we expect the revenue contribution of the solar segment to grow to 60% from 40% currently in the current financial year ending Dec 31, 2016 (FY16), while the PVC segment’s contribution may fall to 40% from 60% presently,” Loh said.

With the strong performance of the solar segment, Loh is optimistic that the group is likely to achieve double-digit growth in revenue in FY15 and FY16.

“The order book for this year and [the] first quarter of 2017 has been filled up,” Loh said, expecting more orders to continue to flow in as China, the world’s second-largest economy, plans to increase solar power capacity to reduce environmental pollution.

“Further, we are not bound to the anti-dumping duties and this could further boost our sales,” he added.

Tek Seng’s solar cells are sold mainly to Taiwan, China and Eastern Europe. Taiwan and China accounted for 80% of the total sales.

In view of rising demand, Loh said the group had set aside RM200 million in FY16 to boost its production capacity to capture growth of the multibillion business.

According to him, the funds will be utilised for the installation of four additional new production lines, which would boost its total production capacity to 490mw from 210mw currently.

“One of the new lines is expected to start operation by early next month, while the other three, which will be housed in the new plant, will commence operation in phases towards the end of the year,” he said.

Currently, Tek Seng has three solar production lines at its solar energy plant in Penang, which gives it a total manufacturing capacity of 210mw per annum or 70mw per line.

“According to our internal estimation, each of the production line has the potential to generate about RM100 million in revenue per year, should it run at an average utilisation rate of 97%,” Loh added.

Claiming it as the only solar cell maker in the country, Tek Seng is in the midst of constructing its second solar energy plant, which can house approximately 10 new manufacturing lines, bringing its total production capacity to 680mw.

“The construction work is expected to be completed by [the] third quarter of this year,” Loh said.

Tek Seng’s solar segment swung back to profitability in 3QFY15 with a profit of RM7.53 million from a loss of RM3.65 million in 2QFY15. It registered revenue of RM55.77 million in 3QFY15, accounting for 56% of the group’s total turnover.

On its PVC business, Loh is hopeful that the segment could maintain its performance in FY16 as production costs come down amid low commodity prices.

“Last year, the segment’s orders declined as much as 20%, mainly impacted by a stronger US dollar against all major currencies. But orders normalised after we slashed our prices by about 10%,” he said.

“Our products are mainly exported to emerging countries, such as Indonesia, [the] Middle East and Africa, and a strong [US] dollar will erode our clients’ purchasing power,” he explained.

Although currency volatility has hurt the company’s performance, it has no plan to hedge itself.

Instead, Loh said the group plans to offer various options, for example, a client can choose to pay according to the exchange rate on the invoice date or goods delivery date, whichever deemed best for them.

“We are also considering to bill our clients in other currencies that would benefit them,” he added.

Tek Seng posted a net profit of RM5.04 million in 3QFY15, a 183% jum

Posted by chickmonk > 2016-01-26 21:53 | Report Abuse

Tek Seng posted a net profit of RM5.04 million in 3QFY15, a 183% jump from RM1.78 million in 3QFY14, while revenue surged 63.5% to RM99.33 million from RM60.75 million.

For the nine-month period, net profit fell 13.74% to RM10.86 million from RM12.59 million a year ago, while revenue rose 29.5% to RM237.16 million from RM183.1 million.

Shares in Tek Seng hit their all-time high of RM1.25 on Jan 11, and have been hovering between RM1.13 and RM1.21 after coming off the peak.

It closed two sen or 1.77% higher at RM1.15 last Friday, valuing it at RM310.72 million. The closing price represented a discount of 82 sen or 41.62% to analysts’ consensus target price of RM1.97.

Loh’s family is the single largest shareholder of Tek Seng, with a collective shareholding of 57.15%.

Posted by tanbb > 2016-01-26 21:55 | Report Abuse

ah seng, ah seng..mana lu punya ohm...

Posted by chickmonk > 2016-01-26 23:14 | Report Abuse

WOW!! “The order book for this year and [the] first quarter of 2017 has been filled up,” Loh said!!

Posted by chickmonk > 2016-01-26 23:22 | Report Abuse

1 line = 100 million revenue
10 lines = 1 billion revenue

Posted by chickmonk > 2016-01-26 23:30 | Report Abuse

recently anyone sold tekseng? Haha!!

Posted by JNG9678 > 2016-01-27 08:34 | Report Abuse

Chickmonk thank you !!! You really a young dynamic leader!
Many who follow us, they all Huat huat huat liau !

The edge reported Validated by Loh, the new plant 2 can house for 10 lines! Which I posted in early Dec15.

In summary Ah Seng Maximum capacity is 14 lines. Factory 1=4 lines, Factory 2 =10 lines!

So the revenue peak will be Rev RM 1.4B, hohohoho !

JNG9678 need to retarget my original TP 1.5, 2.5 and 3.5 liau !!

Will share later ya!

2016 丙申年，丙火大陽也！太陽能非暴發不可！天意！

Posted by JNG9678 > 2016-01-27 08:38 | Report Abuse

Oh ! my uncle Ah Seng, from this week to CNY, without Cialis and Viagra also up up up till mother can't recognize liau!!!

Yesterday I visit Ah Seng again the progress of factory -2 is very very impressive !!!

Posted by WXGWXW > 2016-01-27 12:27 | Report Abuse

Is TEKSENG acquired the latest solar technology (compact n ability to deliver power at night) where all US giant companies (include Warren Buffet) are acquiring ?

Posted by JNG9678 > 2016-01-27 13:02 | Report Abuse

The two solar technology : PV and PERC both are converting sun energy and deliver power at day and night ! These are latest technology and it is cheaper than conventional grid electricity KWh.

First solar and Sun power both are US company and these two companies hv factory in Malaysia, but they are Ang Mo, and TS solar technology is first Malaysia Solar manufacturer locates in Penang!

Posted by WXGWXW > 2016-01-27 14:11 | Report Abuse

Thanks. So, TEKSENG has acquired the latest n cheap silicon PV technology ?

Posted by JNG9678 > 2016-01-27 14:16 | Report Abuse

JNG 9678 repost, you read below yeah!

Stock: [TEKSENG]: TEK SENG HOLDINGS BHD
Jan 19, 2016 11:10 AM | Report Abuse

Repost TS, the 2016 hidden GEM !!!

1. Late Dec 2015, Paris agreement signed on green energy on alarming global warming, to cap carbon emissions.

2. Late Dec' 2015 US government just approved the tax credit extension for another 5 years-2020

3. US Anti dumping policy enable Malaysia TS value position even more competitive than China/Taiwan manufacturers.

4. Solar PV is matured technology, an alternative to conventional grid utility electricity, it is cheaper in KW/h for end users.

4. TS Solartech Partnership with Taiwan Solartech, one of world solar PV and PERC leader in quality and efficiency.

5. The rapid expansion factory 2, can max capacity another 10 assembly lines.

6. Just wait for an explosive growth for TS solar 2016/2017/beyond due to exponential global demand and explosive growth !!

7. TS Solartech KLSE's potential listing 2017, who know right?

Good luck keep collecting for value and long term investment !!

Posted by kt_invest > 2016-01-27 20:24 | Report Abuse

Impressive write up from the edge.

Posted by WXGWXW > 2016-01-28 00:29 | Report Abuse

Thanks JNG. Initially, thought that this PV n solar battery tech is a proprietary tech where Fonncom a Taiwanese company hv a contract with US principle. Looks like many can manufacture it. Recently, DNEX also established MOU with Shenzen China firms. Can I conclude that in Msia, there are 2 players namely TS n DNex ?

Posted by Steve Jub > 2016-01-28 15:40 | Report Abuse

what happen?

Posted by chickmonk > 2016-01-28 16:11 | Report Abuse

If price up, why the price up? Got up and drop is normal.

Posted by Mohd Fahmi Bin Jaes > 2016-01-28 16:37 | Report Abuse

1.09

Posted by Mohd Fahmi Bin Jaes > 2016-01-28 17:02 | Report Abuse

for long term febuary quarter result its good. long term ok.

Posted by JNG9678 > 2016-01-28 20:30 | Report Abuse

WXGWXW, I hv no idea of Dnex how indepth of its solar biz model. For TS solar I am clear as I am TS's neighbor .

Posted by wxgwxw > 2016-01-29 12:26 | Report Abuse

Thanks JNG. Impressive. One more Q, is TSMC Solar the tech principle for TS ?

Posted by densim > 2016-01-29 16:05 | Report Abuse

QDec.15 should be due soon. Normally prices should be creeping up if expectation is good. Today's market is good. But, !!!......

Posted by chickmonk > 2016-01-29 18:37 | Report Abuse

KUALA LUMPUR (Jan 29): Tek Seng Holdings Bhd is proposing a private placement of up to 36 million shares to raise up to RM37.08 million, mainly for its capital expenditure.

In a filing with Bursa Malaysia today, the Penang-based polyvinyl chloride (PVC) product manufacturer, said these new shares, which represent about 10% of its total issued and paid-up share capital, are meant to be issued to independent third party investors to be identified later.

It added that the placement shares will be priced at a discount of not more than 10% to the volume weighted average market price for five market days (5D-WAMP), immediately preceding the price fixing date.

Based on an indicative issue price of RM1.03 apiece, the group expects to raise gross proceeds of RM37.08 million.

According to the group, a total of RM21.08 million was set aside for capital expenditure, which is to partially fund the on-going construction of a new manufacturing plant (RM9.06 million) and the acquisition of two solar cell turnkey line machineries (RM12.02 million).

"We are in the midst of constructing a new three-storey manufacturing plant at the manufacturing premise located at Bukit Minyak Science Park in Penang to accommodate additional turnkey line machineries for the manufacturing of its photovoltaic products.

"The total construction cost for the said plant is approximately RM46 million. As such, the group intends to utilise part of the proceeds to part-finance the on-going construction, which includes amongst others, building construction works and installation of rooftop solar system," it added.

Currently, Tek Seng has four production lines for solar cell products, with a total capacity of 280 megawatt (MW).

"As part of its overall expansion plan to have nine (9) production lines that can achieve a total production capacity of 700 MW by 2016, we intend to utilise part of the proceeds to part-finance the acquisition cost of two additional solar cell turnkey line machineries, carrying a combined production capacity of 140 MW,

"The remaining three additional turnkey line machineries with a combined production capacity of 280 MW, shall be acquired using internally-generated fund," it added.

Tek Seng also allocated RM8 million for working capital and RM7 million to repay bank borrowings, while the remainder of RM1 million has been allocated for expenses.

The group expects the private placement to be completed by first quarter of 2016.

Shares in Tek Seng fell one sen or 0.93% to close at RM2.51 today, bringing it to a market capitalisation of RM288.87 million.

(Note: The Edge Research's fundamental score reflects a company’s profitability and balance sheet strength, calculated based on historical numbers. The valuation score determines if a stock is attractively valued or not, also based on historical numbers. A score of 3 suggests strong fundamentals and attractive valuations.)

Posted by chickmonk > 2016-01-29 19:27 | Report Abuse

Current price very safe. It won't drop anymore bcos of private placement. Very high chance to go up.

Posted by sklyte > 2016-01-30 10:13 | Report Abuse

Teksenf gonna expand like mad, u guys should visit the plant in penang

Posted by JNG9678 > 2016-01-30 11:29 | Report Abuse

Ah Seng my neighbor, minimumly every week I visited Ah Seng! Really expanding like mad and crazy!

Posted by JNG9678 > 2016-01-30 11:55 | Report Abuse

WXGWXW, if my memory not wrong TSMC solar silicon wafer division already closed shop! The TS tech principal or technology partner is from Taiwan Solartech Energy ( 3561TW) listed .

The good news is TS private placement announcement on 29 Jan 16 to assist total additional 5 assembly Solar lines by end 2016!!!

In summary by end 2016 TS solar will have 9 assembly lines to suppor turnkey and consigned solar modules panel manufacturing.

Based on this week Edge reports Loh stated one line generates about Rev 100M yearly.
Just TS solar, revenue~ $900M, ~15% GP ( RM135M ), that is exclude the PVC business !

If you hv vision hold longterm investment 3~5 years, I can imagine the power of TS growth its stock value!!

Posted by chickmonk > 2016-01-30 12:45 | Report Abuse

FY2016 target TP RM1.60.
FY2017 target TP RM3.20.

Posted by JNG9678 > 2016-01-30 13:25 | Report Abuse

Gives you five likes !!!!!

Posted by WXGWXW > 2016-01-30 18:19 | Report Abuse

Thanks JNG. Impressive, the only risk is the PVC sector sustainability.

Posted by chickmonk > 2016-02-01 08:34 | Report Abuse

中國十三五規劃 再生能源投資2.3兆人民幣
中國國家能源局在《可再生能源「十三五」發展規劃徵求意見稿》中指出，未達成2030年非化石能源發電佔總能源消耗量20%的目標，在十三五期間規劃投資2.3兆人民幣（下同），目標在2020年時完成380GW水力發電、160GW太陽能發電、250GW的風力發電設備開發。

除了繼續發展裝機規模外，「十三五」也將致力於降低再生能源的價格，並於2020年爭取光伏發電市電同價。

風、光、水電發展規劃概要

風、光、水是目前全球最主要的再生能源來源，中國也將這三個項目視為再生能源發展的主軸。在風力發電方面，規劃在「三北」地區建設170GW風力發電設備，並開發中東部與南方地區風力資源，預計規模70GW；此外，離岸海上風電設備將搭配綜合示範推廣區建設，目標為10GW，總量250GW。

而最受重視的光伏發電方面，EnergyTrend曾報導，中國「十三五」的《意見稿》規劃在2020年時將太陽能光伏累計安裝量提高到150GW，光熱則來到10GW。而綜合近期中國媒體報導，中國規劃以分散式光伏為全面推廣對象，搭配建設大型光伏電站，目標分別安裝80GW分散式與70GW光伏電站設備。

據了解，中國針對太陽能發展的路線圖主要為：在大型工業園區、經濟開發區等用電價格較高的區域大力推廣屋頂行分散式光伏系統以及建築光伏一體化（BIPV），並在青海、甘肅、內蒙古等地開發商業化、規模化的太陽光熱發電技術示範區。

水力作為發展最為悠久且穩定的再生能源，中國「十三五」計畫以西部地區的四川、雲南、西藏為發展重點地區，並以大型項目為主來推進大型水電能源基地建設，包含：怒江水電規劃、建立西藏水電開發協調機制、藏東南水電基地開發等，開發目標為380GW。

電網消納仍是一大問題

中國仍面臨嚴重的棄風、棄光、棄水問題。據統計中國國家電網統計，2015年棄光率達12.62%、棄風率15.2%。棄水率目前尚無全國完整的統計，但光是在雲南，水電業者因棄水造成的行業虧損已達31%。

這些問題都的主因都是發電與用電有時間與地區上的落差，因此，發展再生能源的同時，必須同時發展相應的配套措施與配電邏輯，才能有效運用所產生的電力。

中國《經濟參考報》指出，「十三五」規劃中，對於再生能源規劃規模較大的地區，也將規畫適當的多樣能源聯合運行基地，並同時探索各種儲能應用，並建立相關標準與檢測體系。此外，先前中國政府也已規劃特高壓電纜，用來輸送電力。國家電網公司則建議裝機規模應以省為基本單位，以確認各地具體的消納能力。

Posted by chickmonk > 2016-02-01 17:27 | Report Abuse

【公告】昇陽科 2016年1月合併營收11.12億元 年增34.56%
2016/02/01 17:11 中央社

日期： 2016 年 02 月 01日

上市公司：昇陽科 (3561)

單位：仟元

【公告】昇陽科 2016年1 月合併營收 (單位：仟元)
項目 合併營業收入淨額
本月 1,112,061
去年同期 826,473
增減金額 285,588
增減百分比 34.56
本年累計 1,112,061
去年累計 826,473
增減金額 285,588
增減百分比 34.56
TOP

Posted by Mohd Fahmi Bin Jaes > 2016-02-02 15:35 | Report Abuse

Write a comment..buy

Posted by noobnnew > 2016-02-02 15:38 | Report Abuse

I am waiting below RM1 for second round collection

Posted by Mohd Fahmi Bin Jaes > 2016-02-03 08:15 | Report Abuse

might be today

Posted by chickmonk > 2016-02-03 09:59 | Report Abuse

Coming quarterly result sure very good if not new investor won't take private placement. Result maybe out this week. Buy or sell. U decide!

Posted by zx08 > 2016-02-03 11:29 | Report Abuse

starting to move alrdy.. this buy mostly is pre result rally.. buy now before too late??

Posted by WXGWXW > 2016-02-03 11:35 | Report Abuse

Bought

Posted by Ting Ley Yiew > 2016-02-03 11:43 | Report Abuse

noobnnew, buy TK now...don't wait below rm1....

Posted by Mohd Fahmi Bin Jaes > 2016-02-03 11:47 | Report Abuse

wait2. wait below rm 1.10
quarter not this week

Posted by JNG9678 > 2016-02-03 11:48 | Report Abuse

TS strong support. I can't rationale if can drop below 1.
Coming EPS ~3 cent

Posted by Mohd Fahmi Bin Jaes > 2016-02-03 16:04 | Report Abuse

1.17

Posted by chickmonk > 2016-02-03 19:08 | Report Abuse

Uptrend continue. HUAT ar!

Posted by cstrader > 2016-02-03 19:55 | Report Abuse

Yes must buy quickily