n_m 2010-09-27 问的，

YGE 跟 LDK 对比

 
从硅料（poly silicon) 生产 跟硅料利润， YGE 是 LDK 的1/4 到 1/5。
明年更没的比。 整体来说， 在我的眼里 YGE 是 LDK的一半。
但是Market cap YGE 是 LDK 的 1.5 倍。   两个公司的 value 不成比例。
3年级的孩子都会投 LDK

另外， Yahoo 说YGE Q3 revenue $440 M, ESP = $0.28. 
你敢肯定YGE Q3 赚$0。70一股以上， revenue $660 million?
对比， Yahoo 说LDK Q3 revenue $576 M, ESP = $0.31. 
我敢肯定LDK Q3 赚$0。70一股以上, LDK revenue $660 million!
我跟你赌！

YGE 没那能力。 只能跟着LDK走。 LDK涨到$100块， 那YGE就是50块。

============== 今天的消息 ========

http://www.investors.com/NewsAndAnalysis/Article.aspx?id=550011&ven=yahoo

Solar Industry Heats Up On LDK Q3 Outlook

By ALAN R. ELLIOTT, INVESTOR'S BUSINESS DAILY 

Solar stocks got a triple boost Monday, starting with LDK Solar's (LDK) 15% jump, the largest advance among leading solar stocks.

The company raised its guidance for third-quarter revenue to $610 to $640 million from $570-$600 million. It upped its outlook for Q3 wafer shipments to 550-570 megawatts, 6% above prior guidance. The company raised its module shipment forecast 7%, to 80 to 90 megawatts.

"Given the strong near-term demand and tight wafer supply, it comes as no surprise that LDK's business is tracking well," wrote analyst Edwin Mok with Needham & Co. in a Monday note.

In addition, the company said it reached 11,000 metric tons of polysilicon production capacity at the end of Q3. Mok says that is likely to lead to lower raw material costs and higher margins for Q4. UBS upgraded the stock to buy from neutral.

Other China-based solar stocks also climbed as Hong Kong and Shanghai markets rallied.

Suntech Power Holdings (STP) popped for a 12% gain. Trina Solar (TSL), an IBD 100 stock, surged 4%. Yingli Green Energy Holding (YGE) scampered 4% higher also.

China's rapidly developing solar industry is taking an increasing share of the global market. The industry is quickly increasing its polysilicon production capacity, easing a long-standing bottleneck and high prices for raw materials.

Ascent Solar Technologies (ASTI), a low-priced stock with a weak EPS Rating, posted the group's biggest move on Monday: up 42% in heavy action.

The company said its thin solar panels had received International Electrotechnical Commission (IEC) certification after testing by an independent lab. The company said the certification opened it to an "aggressive push" into "commercial, industrial and residential rooftop markets."