據了解,昇陽科原本規劃下半年要擴增馬來西亞合資廠產能,新增200MW,使得當地產能達500MW,但眼見市況反轉,計畫趕不上變化,所以該公司已經決定暫緩擴充大馬的生產線。 It is understood that Solartech originally planned to expand the Malaysia joint venture's plant capacity in the second half of the year, to increase 200MW, so that local production can reach 500MW, but seeing market conditions reverse, plans can't keep up with changes , so the company has decided to postpone the expansion of production lines in Malaysia . http://udn.com/news/story/7251/1913485
even without any expansion, based on existing business volume, if annual eps is 16 sen, based on PE of 10, it should worth at least RM1.6 so why u all so worry? the director also just bought at 1.23...lol
This news actually neutralize the hope of future growth tht we are all hoping. Its a threat to future income and some ah seng supporters reacted negatively.
Just watch closely.
Now think of it,,, the director purchase off market could be related to this news. Maybe solartech let go some of their holdings and mr. Loh absorbed it to avoid market impact.
dear titus....that is solartech taiwan... TS solar is subsidiary of solartech and tekseng.... TS solar is targeting SEA and malaysia market.... taiwan is only part of the business..... and taiwan solar company is having problem compete with the chinese product....and glut is always there in solar business... good thing is diversification...
Diversification is not the main point... Solar biz is the key growth... If the price margin been squeezed, how to make sure future earnings are sustainable?
Sold all my holdings. Stay at the side line and watch for now. Good profit is on-hand but it would be better if....well, no regrets, no hindsight analysis and move on.
I was banging that the market will continue to create the high demand and the production expansion will continue to fill the gap.
With the challenging market demand condition and the decision from the management to slow down the expansions (from the news posted), uncertainty arise.
dear hui, thanks for pointing it out. but i glance thru all solar company listed in UK or US, all in the downtrend mode. so just adjusting my portfolio.
Selling by retailers. Production of 560MW solar cell and plants in Msia still intact. In fact, upgrading to 660MW by 2017 due to over whelming demand from Europe and US.
Nov 2016 quarterly results are expected to be good.
ya currently solar is facing overstock in china due to june 31 subsidiary rush... but i believe the outlook will improve in Nov/ Dis when china big company is ordering new solar panel....
look at where TS price now despite all the doom and gloom talks by those funny ppl. Don't buy if you doubt abt it. You don't want nvm but I've just added more. Does the company not making money continuously? No dividend distribution?
Post a Comment
People who like this
New Topic
You should check in on some of those fields below.
Title
Category
Comment
Confirmation
Click Confirm to delete this Forum Thread and all the associated comments.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
nicky11
654 posts
Posted by nicky11 > 2016-09-01 12:19 | Report Abuse
Panic sell now. What happen to it?