图形分析
http://finviz.com/quote.ashx?t=ldk&ty=c&ta=1&p=d

老师提义
http://www.investopedia.com/university/charts/charts3.asp

----------
基础分析

S&P rating and comments:
<<Our Strong Buy opinion reflects valuation and
our belief that LDK will see robust demand for
its wafers and modules. We expect LDK's vertical
integration strategy and aggressive capacity
expansion to result in greater economies of
scale over the long term, as it seeks to be the
low-cost global wafer producer. In addition to
increasing its wafer and module capacity, LDK
also plans to initiate cell production, with a target
of 480 MW of cell capacity by the end of
2011.We expect the company to have 18,000
metric tons of polysilicon capacity with a production
cost/kg of $30 to $35 by 2011 year end.
Also, we see a vast improvement in future cash
flow, as most of its polysilicon business investment
is complete.We project a more stable
pricing landscape for wafers and modules given
the favorable supply/demand picture.>>


CEO interview:
http://solar.nengyuan.net/2010/0903/20451.html


Company presentation 9/2/2010:
revenue: $3.+ Billion FY. 2011. (was $1B 2009, $2B est 2010)
silicon production costs: down to $30/kg next year, with the average over the year of being $35.
silicon production: 8,000 to 10,000 mT of poly next year.
LDK silicon grass profit: LDK may make 300s on millions on poly alone.

----------

personal observation: LDK most current profit from wafer, expect 2.6Gw x $.15 = $390 million next year.  Solar cell and modules will add some hundred millions.  15c gross profit is conservative estimate, currently has $0.26/w gross profit on wafer.

In total, the company is going to make $300M (from silicon) + $390M (wafer) + $120M (cell) + $120M (modules) = $930M gross profit next year.  Guess that LDK has market cap $978 million today. 

基础分析: growth, industry leadership, size, profit, value 都通过了。 我买了点，在$7又加了点。   完了。