Posted by Mohd Fahmi Bin Jaes > 2016-03-10 17:06 | Report Abuse

no. wait the movement of price for the best time to buy

Posted by chickmonk > 2016-03-11 08:37 | Report Abuse

美國2016安裝量預估達16GW 成長119%
由美國太陽能行業協會（SEIA）與GTM Research共同發表的一份報告指出，美國今年太陽能裝機量可望比去年成長119%，來到16GW之多，成為僅次於中國的第二大太陽能需求國。

根據SEIA與GTM Research的估算，美國太陽能需求在2016年將比去年倍增，到16GW，正式超越日本成為第二大太陽能需求國。這個數字比先前估算的15GW略高，原因是因為GTM Research發現有部分公共事業及專案的施工進度超前。此外，GTM Research也認為今年會有更多1MW~50MW的小規模公共事業級專案問世，因此上修了安裝量預測。

然而，GTM Research預估美國2017年安裝量將因誘因消失而大幅下降到10GW左右。PV Magazine引述，雖然美國政府宣布展延現行30%的投資稅減免（ITC）到2018年底，但GTM Research仍認為先前搶在2016年裝機的公共事業級專案仍將搶在今年完工，因此推升今年的裝機量、並使2017年裝機量下滑。GTM Research預估，今年美國新增的太陽能裝機之中，將有74%來自公共事業級電站；至於其他種類的太陽能系統安裝量，今年也會跟著成長。

GTM Research認為，社區太陽能計畫、離網太陽能企業採購以及分散式光伏政策未來將大幅影響美國屋頂型太陽能產業的走勢。

相較於GTM Research，EnergyTrend分析師林建翰先前曾指出，在美國展延ITC之後，原預計將在2016年出現的搶裝潮將緩和下來，因此估計美國2016年的裝機量約在9GW左右；既有的專案將較平均地分配到2016~2018三年之間完成，且之後美國市場會呈現逐步成長的趨勢，而非出現大幅衰退。

Posted by chickmonk > 2016-03-11 09:06 | Report Abuse

PP done on 4 March. So fast!

Posted by electraordinary > 2016-03-11 09:32 | Report Abuse

fahmi, wat movement u expecting to see then start buying? mind to enlighten us here?

Posted by papaya > 2016-03-11 10:08 | Report Abuse

management still counting money from pp....hehe

Posted by wkchong > 2016-03-11 10:08 | Report Abuse

Hi mr chickmonk, is there any expectations after pp done?

Posted by Mohd Fahmi Bin Jaes > 2016-03-11 10:22 | Report Abuse

today cannot buy

Posted by electraordinary > 2016-03-11 12:03 | Report Abuse

fahmi, can u pls explain why cannot buy? facts, figures, rationales? or u simply rolls the dice guessing?

Posted by chickmonk > 2016-03-11 12:05 | Report Abuse

WKChong Buy below RM1.06 and keep in the fridge.

Posted by wkchong > 2016-03-11 12:21 | Report Abuse

Sifu chickmonk, about keep how long. Tis counter seems vy boring. Thx ya

Posted by chickmonk > 2016-03-11 13:30 | Report Abuse

2-3 years! If u r boring. Go play warrant.

Posted by wkchong > 2016-03-11 14:36 | Report Abuse

U meant tekseng wa? May i know whr can i know tekseng pp to who, sifu chickmonk?

Posted by chickmonk > 2016-03-11 16:19 | Report Abuse

Fahmi will said " sold and buy back later". Haha

Posted by electraordinary > 2016-03-11 16:50 | Report Abuse

tis counter tak mau turun. apa mcm hah? sya mau chipchip

Posted by Mohd Fahmi Bin Jaes > 2016-03-11 19:39 | Report Abuse

electra; i wait it more down. beter wait rather than buy then sangkut

Posted by electraordinary > 2016-03-12 08:26 | Report Abuse

fahmi, i'm seeing 1.04 as the underlying price support and possibly a consolidation in short term but moving upward. You sure it will stay in the price range 1.04-1.13 for long? I prefer to grab some at this range and ready for it to spike or move upward on momentum.

My observation was tht 02Feb, and 07,08,09mar all touched at 1.04 and never lower than that therefore I'm seeing it as strong support line.

Posted by papaya > 2016-03-12 08:35 | Report Abuse

electra....you must consider also that fahmi is a short term player....he will take profit whenever untung 4-5 sen but if you want stay longer i think this is the best time to collect...

Posted by electraordinary > 2016-03-12 09:05 | Report Abuse

papaya, yes despite the unconventional approach of discussion to those who seem to have a short term perspective on tekseng, i agree that this is a best time to accumulate. I'm on a longer term

Posted by Alpha Trader > 2016-03-12 09:08 | Report Abuse

Tekseng will rise after march, just be patient, solar is the next big thing! US will install tonnes of solar panel in the future

Posted by Mohd Fahmi Bin Jaes > 2016-03-12 20:25 | Report Abuse

correct papaya. im short term player. at 1.11 price now i dont collect

Posted by noobnnew > 2016-03-14 11:58 | Report Abuse

Hi, I am currently researching on Ah Seng. Anyone can tell me the average selling price for PV Panel of Tek Seng and also what is their main export market?

Posted by papaya > 2016-03-15 10:16 | Report Abuse

ah seng....sudah brapa lama lu mau tidur la....bangun pi kerja la...

Posted by Mohd Fahmi Bin Jaes > 2016-03-15 10:18 | Report Abuse

sabar2

Posted by papaya > 2016-03-15 10:45 | Report Abuse

hahaha.....dah sebulan tido,fahmi....

Posted by chickmonk > 2016-03-16 09:23 | Report Abuse

No buy sell activity. It's time to collect.

Posted by Mohd Fahmi Bin Jaes > 2016-03-16 09:27 | Report Abuse

wait2

Posted by papaya > 2016-03-16 10:06 | Report Abuse

nobody want to collect ....ahseng sleeping almost 1 month...sapa pun tak mau stuck money here.....

Posted by electraordinary > 2016-03-16 16:13 | Report Abuse

papaya, if nobody want to collect then who are those queued at prices and shares sold off to them? talk with some common senses heheheheh

Posted by papaya > 2016-03-16 16:27 | Report Abuse

vol done speak up.... not the queue up....that the common senses....no point queuing 10 mill share buy with no transaction happen...that mean nobody interested.

Posted by noobnnew > 2016-03-16 16:38 | Report Abuse

Papaya, u seem too obsess with Ah Seng? Mind to share why. I hold quite a number but it never worry me.

Posted by chickmonk > 2016-03-16 18:36 | Report Abuse

That's good. Which mean no more speculation. Good for ah Seng.

Posted by Mohd Fahmi Bin Jaes > 2016-03-16 18:39 | Report Abuse

good

Posted by zx08 > 2016-03-16 20:28 | Report Abuse

Papaya plz sell ur shares .. Plz sell ! I will happy to see papaya selling Seng. Hehe

Posted by Zamry Yahaya > 2016-03-16 22:16 | Report Abuse

Wait ah seng below Rm 1.0

Posted by xyz201 > 2016-03-17 00:08 | Report Abuse

Anyone can give example how to convert wa to mother share?

Posted by electraordinary > 2016-03-17 08:53 | Report Abuse

papaya, real transaction is when someone bought & paid for it not contra play. Those interested hav purchased and awaiting. If shares of tekseng are sold down to lower & lower prices day after day hence pushing down pricing itself then u can possibly say ppl are not that interested. So how do u justify your statement that "nobody are interested"??? lol

Posted by takoyakii > 2016-03-17 10:02 | Report Abuse

KUALA LUMPUR: The government is looking to approve several more solar photovoltaic (PV) companies with a total estimated investment of RM1.7 billion this year.

"We will announce it when the time comes," Malaysian Investment Development Authority (Mida) Deputy Chief Executive Officer Datuk Phang Ah Tong said in a media conference at the PV CellTech Conference 2016 here on Wednesday.

Solar PV is a method for converting energy from sunlight directly into electricity using large arrays of solar panels.

Earlier, Phang said one solar PV company, with a total investment of RM1 billion, has been approved so far this year.

"Malaysia's stategic position in the industry is now attracting global solar PV module manufacturers," he said, adding the country's PV cluster ecosystem comprises about 250 companies from upstream manufacturing to downstream services, including module supply chain, supporting industries and system integrators.

Phang pointed out that the PV industry is growing as the country has been diversifying its electricity generation mix and shifting to solar PV.

"Malaysia also expects to have installed about 1,250 MW of solar PV by 2020 from the current 230 MW following two mechanisms approved by the government namely net metering and utility scale solar.

"With support from the government, we are optimistic the target is achievable with these two mechanisms in place," he said.

Phang also said that solar energy now has become a popular approach to renewable energy usage as it is the easiest, compared with biomass, biogas and hydropower.

"Malaysia is now the world's third largest manufacturer of PV cells, with the industry contributing significantly to economic growth and job creation," he said, citing International Energy Agency data.

Malaysia also has the world's largest thin manufacturing site and is one of the top exporters of solar panels to the US, he noted.

"Five out of 10 of the world 's largest solar companies are operating in Malaysia with the PV industry recording revenue of RM20.8 billion last year," Phang said.- Bernama

http://www.thestar.com.my/business/business-news/2016/03/16/govt-looking-to-approve-solar-pv/

Posted by noobnnew > 2016-03-17 10:22 | Report Abuse

Chickmonk, JNG, can anyone of you tell me what is the main export countrty for Tek Seng PV and also the selling price per PV?

Posted by takoyakii > 2016-03-17 11:42 | Report Abuse

GEORGE TOWN: Tek Seng Holdings Bhd, a solar cell maker, is expanding its production capacity to triple its existing size this year.

Group managing director Loh Kok Beng told StarBiz that the group would spend RM237mil on its existing premise this year to add five more production lines and a facility in Penang Science Park to increase the production capacity to 740MW by the third quarter.

At the moment, the group’s production capacity is around 270MW, utilising four production lines.

“The new investment will raise the contribution of the solar panel business to 60% to 70% of the group’s revenue for 2016,” Loh said in an interview.

In the first and second quarters of 2016, the production capacity per month will be 5.6 million pieces of solar cells.

“The order book for the two quarters are already filled up,” Loh said.

When the lines are fully installed in the third quarter 2016, the group will be able to produce 740MW of solar power, which is equivalent to about 156 million pieces of cell, valued at around US$250mil in today’s market.

The price of solar cell is about US$1.61 per piece, compared to US$1.40-US$1.50 per piece a year ago.

The price of silicon wafer, the key ingredient of solar cell, is 90 US cents compared to 80 US cents a year ago.

Tek Seng’s solar cells are sold mainly to Taiwan, China, the US, Canada and Eastern Europe.

On its polyvinyl chloride (PVC) flooring and packaging product business, Loh said the bottom line of the PVC business should stay flat in 2016, despite the drop in PVC resin prices to US$700-US$800 per tonne from US$1,000 per tonne last year, lowering production cost by 25%.

“This is because the buying power from emerging markets has been affected as their currencies have depreciated against the greenback, raising their import costs.

“Another reason is because about 60% of the production cost are used for importing raw materials in US currency,” he said.

According to a IHS Technology report released in November 2015, the global market for solar panels is expected to soar to a record high in the first half of 2016 because of strong demand as well as favourable policies in the US and China.

The report said that in the first half of 2016, solar panel manufacturers would produce almost 35 gigawatts (GW) of solar panels, compared to 27.9 GW produced in the same period in 2015.

One gigawatt is nearly the equivalent energy produced by a large gas or nuclear plant.

“However, in the second half of 2016 and into 2017, growth is expected to slow after the US lowers its solar tax credits and a push by China to install more panels ends,” the report said.

http://www.thestar.com.my/business/business-news/2016/02/15/tek-seng-set-to-triple-production-capacity/

Posted by Mohd Fahmi Bin Jaes > 2016-03-17 12:14 | Report Abuse

not strong up

Posted by Ven Felix > 2016-03-19 19:27 | Report Abuse

JHM @ $0.475 ; Has Breaking out Triangle Symmetry, all Ta are poise to healthy than ever (no more road block) ; a baby about turning to be a teenage monkey...Buy @@

Posted by buddyinvest > 2016-03-20 11:37 | Report Abuse

Will only buy during major correction. Current price of 1.08 is still too high.

Posted by mh87 > 2016-03-20 21:53 | Report Abuse

now overall market is bullish. dont think it will undergo further correction.. just wait for surprise shoot up..

Posted by papaya > 2016-03-21 12:10 | Report Abuse

go down...go down.....so everybody can buy cheap....hehe

Posted by Mohd Fahmi Bin Jaes > 2016-03-21 14:32 | Report Abuse

logicly can accumulate now

Posted by papaya > 2016-03-21 15:35 | Report Abuse

don't trust fahmi.....hehehe

Posted by Mohd Fahmi Bin Jaes > 2016-03-21 15:51 | Report Abuse

ok. 21hb 3 price 1.08

Posted by papaya > 2016-03-21 15:57 | Report Abuse

dah beli ke fahmi.....

Posted by Mohd Fahmi Bin Jaes > 2016-03-21 16:37 | Report Abuse

fly 1.10 kfc time

Posted by Derrick0617 > 2016-03-21 21:52 | Report Abuse

Tp?