[Benjamin]

22/01/2021

{I-bank focus}Goldman Sachs lifts Goldwind (02208) to HK$20

[ET Net News Agency, 22 January 2021] Goldman Sachs lifted its target price for
Goldwind (02208) by 67% to HK$20 but downgraded its rating to "neutral" from "buy".

The research house expects the company to deliver solid wind turbine shipments in 2021
with margin recovering. Management expects to see faster growth in the Southeast Asia and
South America markets in 2021.
For the US market, Goldwind plans to provide more maintenance service-related business,
including the re-powering of old wind farm projects. While the company plans less EPC
business in Australia, it does expect to expand more on the wind farm sales business.
Goldman lowered its 2020-22 EPS estimates by 0%/1.9%/3.3% after updating for the wind
turbine business forecast. (KL)

Quelle: https://www.etnet.com.hk/www/tc/news...d=ETE310122148
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08/03/2021 11:02

{I-bank focus}Daiwa downgrades Goldwind (02208) to HK$13.5


[ET Net News Agency, 8 March 2021] Daiwa Research cut its target price for Xinjiang
Goldwind Science & Technology (02208) to HK$13.5 from HK$14.3 and downgraded its rating to
"underperform" from "hold".
The research house said Goldwind's share price has dipped 17.6% since 2 March. The
National Energy Administration (NEA) has recently released a consultation draft seeking
opinions on China's wind and solar power development.
Daiwa said the draft is likely to slow new wind installations from 2021 onwards, which
would in turn impact upstream wind turbine generator (WTG) makers such as Goldwind, given
the difficulty they face in transforming their operations, unlike wind-farm operators like
Longyuan (00916) and China Datang Renewable Power (01798), which can switch to developing
solar farms. (KL)

https://www.etnet.com.hk/www/tc/news...d=ETE310308132
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China Longyuan Power Grp Aktie
WKN: A0YFUR ISIN: CNE100000HD4
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China Longyuan Power Group Limited (SEHK: 916), or Longyuan Power, is the largest wind power producer in China and Asia.[1] It is mainly engaged in designing, developing, managing and operating wind power plants, and selling the electricity generated by its plants to its sole customers.[2] As of June 2013, the company had installed wind power plants with a total capacity of 10,661 MW.[3]

Longyuan Power is a partially owned subsidiary of the state-owned China Energy Investment, and is responsible for China Energy's renewable energy assets. It had a 24 percent share of China's wind power market in terms of total installed capacity as of the end of 2008. It was listed on the Hong Kong Stock Exchange as H share in December 2009 with an IPO price of HK$8.16 per share.[4]

Quelle: https://en.wikipedia.org/wiki/Longyuan_Power
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News: https://www.finanznachrichten.de/nac...p-corp-ltd.htm
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Börse Tradegate, in €:






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China Datang Ren Pwr 'H' Aktie
WKN: A1C4U1 ISIN: CNE100000X69

Die China Datang Corporation Renewable Power Co., Limited ist hauptsächlich in der Stromerzeugung und im Stromverkauf tätig. Das Unternehmen betreibt sein Geschäft über vier Segmente: Verkauf von Elektrizität, Bereitstellung von Dienstleistungen im Rahmen von Energieleistungsverträgen, Bereitstellung von Dienstleistungen im Rahmen von Konzessionsvereinbarungen und sonstige Einnahmen. Das Segment Sonstige Erträge umfasst hauptsächlich Mieteinnahmen aus Kraftwerksanlagen sowie Reparatur- und Wartungsdienstleistungen.

Quelle: https://de.marketscreener.com/kurs/a...6/unternehmen/
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Börse Lang&Schwarz, in €:




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Der Vergleich der 3 chinesischen Unternehmen, alle in €:

Xinjiang Goldwind Sc. & T. Aktie, WKN: A1C0QD ISIN: CNE100000PP1
China Longyuan Power Grp, Aktie WKN: A0YFUR
China Datang Ren Pwr 'H', Aktie WKN: A1C4U1
5y:

2y:


6m:


3m: