Tag Archives: yge

Commerce Department Imposes Tiny Tariffs On China Solar; YGE, STP, TSL Rallying

News broke not too long ago that the US Department of Commerce has in fact agreed that China is unfairly subsidizing China solar companies which is creating unfair competition and hurting US solar companies.  The reaction?  Tiny tariffs!  I mean these duties are negligible and the reason some of these China solar stocks are rallying in particular Yingli Green Energy (YGE) up over 13%, Suntech Power (STP) up over 7% and Trina Solar (TSL) up … Read the rest

Yingli Green Energy (YGE) Updates Guidance

Yingli Green Energy (YGE) is out this morning updating guidance ahead of official earnings results in a few weeks and there are no surprises.  As has been the case with ALL solar companies, YGE is taking down guidance, but it isn’t slashing guidance significantly like many other companies have and YGE remains my top China solar play. 

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The company now expects that Q3 shipments increased … Read the rest

Yingli Green Energy (YGE) Seeing Solar Surge In Germany & Italy

Yesterday, the solar industry got a jolt of good news when Yingli Green Energy (YGE) reported in an article over at Bloomberg that it’s seeing a surge in sales in Germany and an acceleration in Italy.  Solar pricing has dropped so low (40% drop in panel prices) that developers are seeing the opportunity for significant returns on investment and jumping back in.

==> Click Here For Your FREE Daily Yingli Technical Analysis

“There’s a big … Read the rest

Mark Bachman At Avian Securities: Solar Train Wreck Almost Over – Top Picks YGE, JKS, FSLR, DQ

About two weeks ago Mark Bachman of Avian Securities sent out a research report indicating that the train wreck taking place in the solar industry appears to be almost over and that he’s backing off his negative industry view a bit.

The recommended trading strategy is to focus on the best solar stocks with an intent to sell in Q4.  You could call it trading an oversold bounce.  The firm notes that it’s not recommending … Read the rest

Avian Securities Upgraded Yingli Green Energy (YGE), Reiterates Negative View of Suntech (STP)

For those that have been regular readers of GreenStocksCentral.com you might remember that I used to publish the research notes of Mark Bachman who focuses on the solar industry.  At the time he was working for Auriga and now he’s on the move again providing research to clients of Avian Securities.  Regardless of who he’s working for I’ve always thought that his solar research was quite good. 

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Analysts Cautiously Bullish On Yingli Green Energy (YGE) Following Earnings

I just posted about the bullish earnings report out of Yingli Green Energy (YGE).  I think traders were looking for upside guidance from the company which is why the stock traded down again Friday, but some analysts are upgrading the stock this morning, giving it a boost. 

==> Click Here For Your FREE Daily Yingli Technical Analysis

HSBC upgraded the stock from Underweight to Neutral, but has a price target of only $5.50 which … Read the rest

Yingli Green Energy (YGE) Bucks The Trend, Beats On EPS; Now My Top China Solar Stock

I was out Friday so missed the Yingli Green Energy (YGE) earnings report.  The company surprised Friday morning by beating analyst estimates by a fairly wide margin on both the top and bottom line.  What we’ve been seeing across the board in the solar sector are decent revenues, but big cuts in EPS with companies missing analyst estimates.  Yingli managed to buck the trend posting an EPS of .34/share (vs the estimate for .28/share) … Read the rest

Yingli Green Energy (YGE) Headed To 2010 Lows After Missing Estimates

Along with LDK Solar (LDK), it wasn’t a good day for Yingli Green Energy (YGE) on Friday as the stock plunged with heavy volume after missing earnings estimates.  The stock appears headed for a test of the 2010 lows which is the case for many of the China solar stocks. 

==> Click Here For Your FREE Daily Yingli Technical Analysis

The company reported an EPS of .38/share on revenues of $527 million which represents … Read the rest

Yingli Green Energy (YGE) Breaks Down After Lowering Near Term Guidance, Full Year Guidance Intact

Yingli Green Energy (YGE) updated its guidance today for Q1, Q2 and the full year.  The company is lowering its shipment  and gross margins guidance.  They now see Q1 shipments coming in lower than the year ago quarter vs the previous guidance of shipments coming in a bit higher than the year ago quarter.  Margins are expected to come in around 27% vs the previous guidance of around 30%.

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Auriga: Solar Overcapacity Won’t Be A Problem, Top Picks DQ, SOL, TSL, YGE, STP

Usually, I just posts highlights of the reports from Mark Bachman from Auriga, but this morning decided to just publish in full.  Thoughts?

As the second act of the Italian solar drama begins, we look at the bear argument of "too much 2012 capacity leading to uncontrollable price and margin declines." At the risk of starting a larger food fight, we provide our view on how industry capacity develops and show that actual shipments end … Read the rest