Zahlen GCL Poly Energy, neues 3-Jahreshoch, momentan +5,5% auf 4,16 HKD
GCL war zu Börsenbeginn in HongKong auf 4,30 HKD und somit auf neuem 3-Jahreshoch!
Es gab neue Kursziele von Goldman Sachs(5), Nomura(5,3) und Citibank(5,2)
Revenue HK$18,471.9 million +273.7%
Gross profit margin -solar business 44.4%
Net profit HK$4,023.6 million
EPS 26.01 HK cents
Dividend 5.1 HK cents
Bald größter Silizium(vor Wacker Chemie) und Solarwaferproduzent(vor Yingli, Suntech und Co) weltweit!
Outlook for Solar Business
Polysilicon
•Ramping up our production capacity to 65,000 MT by mid-2012 and will be the world’s largest manufacturer
•Continuing to reduce production cost
•Benefiting after the PRC government has set out stringent standards for polysiliconcapacity expansion
•Expected production in 2011 to be about 31,000 MT
Wafers
•Ramping up to 6.5 GW of capacity by end of 2011 and will be the world’s largest manufacturer
•Further increase of crucible capacity and slurry recovery
•Use of diamond wire and more efficient use of steel wire
•Expected production in 2011 to be about 5.5 GW
Solar farm
joint venture
•Invest in solar farm opportunities in US, Europe and China, India, South Africa & Australia
•Projects with target IRR of 12-15%
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*DJ GCL-Poly Energy Target Raised To HK$5.00 Vs HK$4.80 By GS
2011-03-18 08:44:00
*DJ GCL-Poly Energy Target Raised To HK$5.20 Vs HK$4.60 By Citi
2011-03-18 09:24:00
18/03/2011 10:27
[I-bank focus] Nomura raises GCL Poly (03800) TP to HK$5.3
