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SOLF TSL are currently most undervalued solars

(2008-05-16 09:10:51) 下一個
JASO/SOL/YGE/CSIQ all have EV/08 earning at 18-20,

to trade on that valuation, with reasonable projection of SOLF/TSL's earning, my numbers show SOLF to be at 28, TSL at 66,

again, all number speculation, not basis to trade... but it would be interesting to look back to see if my forecast are ok once their ERs are out,

STP trades at different valuation, more likely to SPWR, ie, non-Chinese solars,

CSUN might have potential since it could be a turnabound story like CSIQ, but I have to skip it becuase I don't have inside of info on if they can trun from loss to earning,

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