| 作者 |
 【咯咯乌股票市场讲座】【小周小周看过来】无锡尚德的投资价值 【作业】分析数据, 判断评论的对错 |
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咯咯乌
头衔: 海归中校
声望: 教授
性别:  年龄: -319
加入时间: 2006/07/14
文章: 2122
来自: 森林边上的小木屋
海归分: 41890
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作者：咯咯乌 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
| Suntech Power Holdings Co., Ltd., through its subsidiaries, principally engages in the design, development, manufacturing, and marketing of photovoltaic (PV) cells and modules. It also provides PV system integration services in China. The company’s products are used to provide electric power for residential, commercial, industrial, and public utility applications in various markets worldwide. Suntech Power Holdings sells its products to distributors, engineering design firms, system integrators, and other value-added resellers, as well as integrated manufacturers of PV products. The company was founded in 2001 by Zhengrong Shi and is headquartered in Wuxi, China. | | Market Cap (intraday): | 3.54B | | Enterprise Value (10-Oct-06): | 3.27B | | Trailing P/E (ttm, intraday): | N/A | | Forward P/E (fye 31-Dec-07) : | 20.30 | | PEG Ratio (5 yr expected): | 0.68 | | Price/Sales (ttm): | N/A | | Price/Book (mrq): | 7.63 | | Enterprise Value/Revenue (ttm): | NaN | | Enterprise Value/EBITDA (ttm): | N/A | | | Index Membership: | N/A | | Sector: | Technology | | Industry: | Diversified Electronics | | Full Time Employees: | 1,374 | | 股票价值评估
| 引用: | Present Value
Ok, let's assume the following to help come up with some kind of a "present value"
2006 earning of .62 per share with 149 million outstanding. (156 fully diluted, i know,but i'll use 149 million)
2006 = $92.38 million in profit
2007 = $169.86 million in profit.. grow 75%
2008 = $271.78 million in profit.. grow 60%
2009 = $407.66 million in profit.. grow 50%
2010 = $570.73 million in profit..
Ok, so in 2010, STP can earn $570 million.. let's put a P/E of 15 (fairly conservative) on it and we get a market cap of $8.560 Billion.
Discount $8.560 billion at 12% per year for 4 years and we get a present value of:
$5.440 billion or ..drum roll.. $36.51 per share.
$36.51 per share could be the fair value of STP.
It's a start..
Sentiment : Hold |
产品市场展望
| 引用: | Here is a c/p from a long article in the Sydney Morning Herald.
[https://www.smh.com.au/news/national/arise-the-sun-king/2006/09/11/1157826874519.html?page=fullpage#contentSwap4]
About 80 per cent of Suntech's sales are to Europe, primarily Germany, where the Government has made a long-term commitment to promoting the introduction of photovoltaics and other renewable energies - a strategy Australian solar scientists think this country would do well to emulate. Suntech last month bought a Japanese photovoltaics solar company, MSK Corporation, to improve its position in that growing market.
It's Chinese market will be boosted by a renewable energy law which took effect in January which aims for 15 per cent of China's energy to be generated from renewable sources by 2020, in a bid to overcome soaring oil prices and pollution. Suntech has already been selected to provide solar energy for Beijing's bird's nest stadium, where the 2008 Olympic track and field events will be held. |
风险分析: 政府对太阳能应用补贴的减少
| 引用: | Whole PV sector (WFR, STP, SPWR, ESLR) has been down over 50% since May. Correction to the speculation of the sector, and sharp drop of the price for oil and nature gas in lst two months all contibuted to the down turn. Last Friday, the attched news push the whole sector down average by 5% again. PV sector depends on the gov. subsidies in EU (mainly German) and Japan.
STP is on the top of the cream that really grows faster than the industy, more importantly makes serious money. It is a good buy at current price. To alleviate any down risk, I would sell near term cover call with 3-5% premium. |
| Stock Price History 股票价格历史 | | Beta: | 0 | | 52-Week Change: | N/A | | S&P500 52-Week Change: | 14.69% | | 52-Week High (23-Jan-06): | 45.95 | | 52-Week Low (14-Dec-05): | 19.00 | | 50-Day Moving Average: | 26.4643 | | 200-Day Moving Average: | 28.9368 | | Share Statistics 股票数统计 | | Average Volume (3 month): | 1,385,930 | | Average Volume (10 day): | 1,542,410 | | Shares Outstanding: | 149.16M | | Float: | N/A | | % Held by Insiders: | 47.91% | | % Held by Institutions: | 21.20% | | Shares Short (as of 12-Sep-06): | 3.00M | | Short Ratio (as of 12-Sep-06): | 1.9 | | Short % of Float (as of 12-Sep-06): | N/A | | Shares Short (prior month): | 3.48M | |
作者：咯咯乌 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 【咯咯乌股票市场讲座】【小周小周看过来】无锡尚德的投资价值 【作业】分析数据, 判断评论的对错 -- 咯咯乌 - (10050 Byte) 2006-10-10 周二, 11:41 (2882 reads)
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