Posted by electraordinary > 2016-04-19 08:47 | Report Abuse

kk123 then u are world class investor? u not interested then why u r here?

Posted by imnewbie > 2016-04-19 09:00 | Report Abuse

today may b a good day. happy trading!

Posted by papaya > 2016-04-19 09:07 | Report Abuse

fahmi.....today you can sell not yesterday....hehe

Posted by Mohd Fahmi Bin Jaes > 2016-04-19 09:07 | Report Abuse

sell time

Posted by jeff7777 > 2016-04-19 09:29 | Report Abuse

Dividen 1cent

Posted by jeff7777 > 2016-04-19 09:29 | Report Abuse

collect

Posted by Mohd Fahmi Bin Jaes > 2016-04-19 09:43 | Report Abuse

high price. wait low

Posted by KC53 > 2016-04-19 10:50 | Report Abuse

Better dividend than the previous pay out. Must be doing better

Posted by bfg9000 > 2016-04-19 11:02 | Report Abuse

@kk123 we're not buying a world class company, we are buying a cheap and competent supplier of solar cells that are not subject to anti dumping tariff and are free to be sold to Europe and US (in other words, the hot thing in solar really)

Posted by bfg9000 > 2016-04-19 11:04 | Report Abuse

in fact they announced their dividend policy will be 30% of net profit. right now, demand is great for non-china solar cells. if u can make, u can sell. its like printing money. thats why they are in a hurry to add manufacturing lines. but this is a growth stock. the moment they done expanding, thats the time to get the heck out

Posted by papaya > 2016-04-19 16:37 | Report Abuse

hehe ....ahseng.....watchout....still got someone accumulate...

Posted by zx08 > 2016-04-19 17:05 | Report Abuse

papaya. who accumulating ?? big crocs?? papaya when can kaboom ?

Posted by zx08 > 2016-04-19 17:06 | Report Abuse

fahmi, awak sudah beli balik belum ? mau tunggu lagi ?? wakakakak

Posted by noobnnew > 2016-04-19 17:07 | Report Abuse

If democrat win US election, then it will be another boom for solar energy. Read both Hilary and Bernie election speech, both support solar energy.

Posted by zx08 > 2016-04-19 17:09 | Report Abuse

yeap.. please support democrat to win US election

Posted by tkhe1313 > 2016-04-19 23:08 | Report Abuse

1.20 this week

Posted by StrattonOakmont > 2016-04-19 23:11 | Report Abuse

https://www.hillaryclinton.com/documents/11/Hillary_Clinton_Climate_Change_Fact_Sheet.pdf

Posted by noobnnew > 2016-04-20 08:26 | Report Abuse

no doubt solar energy is the future and Ah Seng is free to sell to other country. Thats why they expand aggressively to increase their production line. It is a big market and it will only become bigger. The adoption of clean solar energy just begin in advanced nation such as Europe and US. Imagine when the trend start and influence other continent such as Asia, Australia and Africa. There is no worry about the future of Tek Seng if they play their card right. We just need to put money in now and sit back to count money in the future.

Posted by chickmonk > 2016-04-20 08:33 | Report Abuse

昇陽科營運展望

1.陸市場殺價嚴重 台電池廠價格棄守而下

2.持續提升效率+要求矽晶圓降價因應

3.目前台灣廠維持獲利

4.提升Perc產能 售價優於一般品

5.馬廠表現仍佳 Q2獲利估再提升


近期陸太陽能市場降溫成殺價戰場，台灣電池廠業者也棄守價格，導致電池報價下探臨0.3美元保衛戰。太陽能電池廠商昇陽科(3561)表示，以目前價格仍可維持獲利，將持續提升電池轉換效率以及要求矽晶圓降價以因應，並提升Perc產能，穩住價格，而轉投資的馬來西亞廠表現仍維持穩定，估第二季馬廠獲利仍可再提升。

在市場面部分，昇陽科中國占比重約2成，歐洲占比重2-3成，東南亞市場占比已大至4-5成。以市場變化部分，昇陽科近期在日本市場幾乎已無出貨、中國占比也大降，而東南亞市場占比重則大幅提升。

昇陽科3月營收再創高，達11.19億元，月增率21.8%，估4月營收持平，但目前面對大陸市場殺價嚴重，台廠除了報價棄守，也擬將貨轉銷往非中國以外的地區避開紅海區，也因此連帶造成非中國地區的報價也難堅守，依市調機構預估，目前台灣電池報價均價在0.302美元/WATT的水準，且價格仍未見有止跌趨勢。

以目前的報價水準來看，昇陽科台廠仍可以維持獲利表現，但市場預估，若價格再往下，保獲利則有挑戰，但仍要看上游矽晶圓成本的報價走向。

昇陽科表示，目前電池ASP持續有壓力，公司的因應策略則是要求矽晶圓降價，另一方面也持續提升本身的轉換效率，在矽晶圓的部分，目前報價看產品有0.8-0.89美元的水準，價格也有鬆動的現象。

而在轉換效率的部分，目前昇陽科在Perc是單、多晶都可以生產，但以多晶為主，效率已達快19%的水準，目前昇陽科Perc設備已有4台，約有產能400MW的水準，而價格約可比一般品多出5-10%的水準。

而在昇陽科合資的馬來西亞廠的部分，昇陽科持股比例40%，目前市況以及價格表現都佳，主要市場以東南亞為主，售價比台灣價格高近1-2成，成本相同，所以獲利也比台廠高1成多，第二季馬來西亞廠獲利仍可再提升。

Posted by noobnnew > 2016-04-20 08:43 | Report Abuse

http://www.economist.com/news/business/21696941-solar-power-reshaping-energy-production-developing-world-follow-sun

Posted by imnewbie > 2016-04-20 08:48 | Report Abuse

today may b another good day. Happy trading.

Posted by papaya > 2016-04-20 09:11 | Report Abuse

now....everbody chasing....hehe

Posted by Mohd Fahmi Bin Jaes > 2016-04-20 09:29 | Report Abuse

sell

Posted by noobnnew > 2016-04-20 09:31 | Report Abuse

Thanks Fahmi, please sell. Bring down the price. We need more Fahmi to provide liquidity to market. So SELL

Posted by papaya > 2016-04-20 09:39 | Report Abuse

fahmi sold on monday....now he needs to buy again..he asks everybody to sell so he can buy again cheap...hehe

Posted by Mohd Fahmi Bin Jaes > 2016-04-20 09:42 | Report Abuse

sell before sangkut

Posted by electraordinary > 2016-04-20 09:48 | Report Abuse

i agree to sell n buy back later after drop

Posted by noobnnew > 2016-04-20 10:21 | Report Abuse

Honestly, I couldn't understand the mindset of trader. Everyday buy sell buy sell, you guys are playing against order trader. More like gambling but more systematic. An investor will look at the long term movement of business and short term does not really affect much.

Posted by papaya > 2016-04-20 11:09 | Report Abuse

electraordinary....not worth to sell and buy back with 2-3 sen diff....if ahseng closing 116 today...it's entering bullish uptrend....technically its going up...

Posted by SpaceNeedle > 2016-04-20 11:26 | Report Abuse

Why the private placement price changed from RM1.06 to RM1.00?

Posted by electraordinary > 2016-04-20 14:52 | Report Abuse

papaya..i can gain more sell high & buy back at lower. this maximize my returns. why not? hehe

Posted by papaya > 2016-04-20 15:15 | Report Abuse

Is good if you can do that . ..only afraid that you endup buying higher and higher....hehe

Posted by electraordinary > 2016-04-20 15:18 | Report Abuse

i won't buy higher bcoz i'm expecting it to drop lower since today is the spike up and retreat always follows next

Posted by Mohd Fahmi Bin Jaes > 2016-04-20 15:20 | Report Abuse

sell

Posted by noobnnew > 2016-04-20 16:49 | Report Abuse

Up 3 sen d, seems like is time for trader to sell and wait for pullback. lol

Posted by zx08 > 2016-04-20 17:21 | Report Abuse

Closing 117, TA wise it is uptrend .. U all wait 1.28 Jz buy lor.. Hehe.. It may go 128 130 easily .. Wakakak.. Fahmi.. Joker

Posted by papaya > 2016-04-20 19:16 | Report Abuse

break new high with vol......will see tomorrow...ermms...

Posted by hasimdaud > 2016-04-21 09:11 | Report Abuse

1.09-1.10=1.00(pp) so sell

Posted by chickmonk > 2016-04-21 09:15 | Report Abuse

How come got so many jokers like fahmi here? :(

Posted by Lk036 > 2016-04-21 09:19 | Report Abuse

Price push up for next quater result. Tp 1.5?

Posted by noobnnew > 2016-04-21 09:20 | Report Abuse

High volume last two day. I think might sustain till qr.

Posted by papaya > 2016-04-21 09:21 | Report Abuse

bro hasim....most of your comments are neg...are you living with neg aura or what...hehe

Posted by electraordinary > 2016-04-21 09:22 | Report Abuse

Let it fall so we can buy lower. sure fall tomorrow onwards

Posted by noobnnew > 2016-04-21 09:22 | Report Abuse

papaya he is the smartest trader in i3, u can look all his comment. Every time price up 2cent he will say sell and down 3cent he will shout buy. I think he is hidden millionaire.

Posted by papaya > 2016-04-21 09:24 | Report Abuse

don't worry hassim and fahmi....i will follow your so called analytical recommendation 'SELL' when my target achieve....

Posted by papaya > 2016-04-21 09:27 | Report Abuse

electra....you got to wait fahmi come here and say BUY...then you can buy....hehe

Posted by hasimdaud > 2016-04-21 09:27 | Report Abuse

t+4

Posted by hasimdaud > 2016-04-21 09:29 | Report Abuse

PP from 1.06 to 1.00 to .0.96

Posted by electraordinary > 2016-04-21 09:30 | Report Abuse

seem maxed out. papaya, wat is ur tp?

Posted by papaya > 2016-04-21 10:08 | Report Abuse

my tp based on these guys....fahmi and hasim....hehe.....

electra....based on TA and market condition...