Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE)

CAPS Rating: 2 out of 5

Dsgn/manu/sell photovoltaic (PV) cells, modules


Player Avatar nonzerosum (86.27) Submitted: 9/7/2010 10:13:01 AM : Outperform Start Price: $11.70 YGE Score: -117.87

YGE is worth more than double today's price. Solar is at an inflection point because the price per watt is now economical at the margins (NOT in average city USA!). See my profile and website for my paper on solar. YGE is growing more than 100%, like the other chinese solars and it has nice 28% margins. There is always some risk of dilution for capex, but that's the tradeoff when you're growing at these rates.

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Member Avatar nonzerosum (86.27) Submitted: 9/29/2010 10:59:11 AM
Recs: 1

i've posted more thoughts on solar here:

Member Avatar carlos21100 (< 20) Submitted: 4/22/2011 9:02:40 AM
Recs: 0

Yingli is moving ahead in both Watt volume production and important cost cutting in manufacturing prcess and automation.
In top of that, their new Panda line of modules, with cells rated at 18.5% efficiency and 16.2% for modules, which will gradually become their core product line, clearly indicates a leading pace for the Company among their competitors. I can see Yingly in the near future above $20 on their stock value, with very interesting proffits and market share. Very well focused and managed Company.

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