| small downstream company |
| 送交者: eachus 2011月01月18日22:27:18 于 [世界股票论坛] 发送悄悄话 |
| 回 答: CSIQ..13.70. up 1.27..up 9.27% 由 ys400 于 2011-01-18 20:54:08 |
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I dont watch CSIQ. LDK has files a lawsuit against CSIQ.
there are 80% chance CSIQ will lose -- costs CSIQ around $50M CSIQ is producing thin margin solar downstream products. currently poly silicon and wafer prices are very solid, demand for solar wafer is over supply. however, solar cell and modules(CSIQ main product has been drop 15% in Jan vs Dec 2010). CSIQ, TSL, STP, FSLR,,,, they are in trouble group. LDK is a wafer produce, with fast ramp silicon plant (20,000 tons by Dec 2011) annual capacity. since wafer is in shortage (demands over supply), LDK will be ok. |
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