Yingli Green Energy Hold. Co. Ltd. (ADR) (NYSE:YGE)
CAPS Rating:
Dsgn/manu/sell photovoltaic (PV) cells, modules
Growing the love for investing
Dsgn/manu/sell photovoltaic (PV) cells, modules
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions
RSS Headlines
Fool UK
Recs
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.
i've posted more thoughts on solar here:
http://caps.fool.com/Blogs/solar-stocks-at-inflection/453030
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.