Trina Solar Limited (ADR) (NYSE:TSL)
An integrated solar-power products manufacturer based in China which has integrated the manufacture of monocrystalline ingots, wafers and solar cells for use in its solar module production.
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New technology on the rise.
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Recently announced that their Q4 profts doubled? That definitely cost my attention. Plus, we all know where power generation is heading thanks to the global warming awareness surge throughout this world. It's a great business strategy to harness the power of your products from the largest free energy producing source near earth :)
I expect this one to break 100.
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Growth Stock, Growth Industry,
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Solar is an absolute growth business. Just think about global warming. We could win about 20% of all our energy without any CO2 emissions and solar is THE technology for the 10-20 years to come.
By the way, the P/E of this chinese company is peanuts compared to the big german solar panel producers, like Solarworld or Qcells...
It's all about growth...
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I bought this one because because:
- solar is growing quickly for the years (10-20 years) to come.
- this firm is Chinese and the manufacturing process is labor intensive
- after reviewing STP, SOLF, JASO, ESLR and SPWR, Trina Solar is cheap! Revenue Per Share is $7.68 compared to a maximum of $3.5 (or less) for the competition.
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High demand of PV modules in Europe, USA and China / Asia
Higher oil prices forecast
High support by National Governments to Renouvelables and Clean Energies
Low cost because in manufacturing in China
Long term contract on Silicom as row material still short in the market
Chain value / Integration strategy
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Solar power will be in into the next millenium
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My Alternative Energy Stock Choice that I expect to fall in the coming years when the dust/hype settles...
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Wall Street Pro Pick.
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Right industry. Right foreign country for growth. Fundamentals look good, although this recent IPO volatility should provide some excitement. It it were real money, would I be investing here? Maybe...
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Undervalued compared to other solar shares out there.
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I live in the orient; solar power is not going to be the solution for China.
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great potential of growth in China region
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