| 不怕不懂货，最怕货比货 |
| 送交者: eachus 2011月03月17日20:29:45 于 [世界股票论坛] 发送悄悄话 |
| 回 答: eachus看看 由 ys400 于 2011-03-17 14:48:06 |
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出了季度报告， LDK PE = $12.5 / 2.23 = 5.6
这公司增长 202% 对比上一年， 增长 36% 对比上一季度。 profit 增长更快。 今年2011 增长也很快， 今天出了好的季度报告 还丢是因为 1） 投资者期待第一季度营收 $850 - $900M, LDK guided too conservative. 2) 这季度报告出得不是时候， 明天是option到期， 跟MM斗没好果子吃。 眼光看远点， LDK跟其他公司比是非常好， 反正我赌的时间比较长， 我可以等一等， 今天出了点近期的， 其他就拉 FSLR SPWRA 来垫背。 FSLR算2012年的revenue都用$1.30/w的价钱，今年就可丢破$1.20/w了。 FSLR内部人事开始大卖了。 =========================== LDK Record quarterly revenue of $920.9 million, an increase of 36.3% sequentially and 202.3% year-over- year; Gross margin for the fourth quarter of fiscal 2010 was 27.3%, compared to 22.2% in the third quarter of fiscal 2010 and 9.9% in the fourth quarter of fiscal 2009. Earning Per Share Company -------2010-------------------2011--------current stock Stock .... Q2 ..... Q3 ..... Q4 ..... Q1 ........price LDK ...... 0.36 ... 0.72 ... 1.09 .... 1.00? .... $12.5 TSL ...... 0.52 ... 1.08 ... 1.87 .... 1.13? .... $27.9 SPWRA..... 0.15 ... 0.26 ... 1.36 .... 0.19 ..... $15.9 FSLR ..... 1.84 ... 2.04 ... 1.80 .... 1.21 ..... $154.0 Company ------2010-----2011-------- Stock ... revenue .... revenue .... growth ....Market.cap LDK ..... $2.50 B .... $3.70B ...... 48% ........ $1.80 B TSL ..... $4.18 B .... $4.23B ...... 1% ......... $1.96 B SPWRA.... $1.85 B .... $2.04B ...... 10% ........ $1.46 B FSLR .... $7.68 B .... $9.52B ...... 24% ........$13.23 B Company ------2010-----2011-------- Stock ... revenue .... revenue .... growth ....Market.cap ....... records ..... LDK ..... $2.50 B .... $3.70B ...... 48% ........ $1.80 B ... (beat revenue in big margin very quarter) TSL ..... $4.18 B .... $4.23B ...... 1% ......... $1.96 B ... beat or meet WS. SPWRA.... $1.85 B .... $2.04B ...... 10% ........ $1.46 B ...(missed Q1 WS revenue est) FSLR .... $7.68 B .... $9.52B ...... 24% ........$13.23 B ...(missed Q4 revenue, lower Q1 revenue), not likely meet 2011 revenue for sure. LDK reports increase profit margin every quarter, TSL reports stable profit margin every quarter, SPWRA reports profit margin up and down. FSLR reports very fast dropping profit margin in last 3 quarters. |
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