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LDK Analysis & Videos »
LDK: Bull or Bear?
Obama Picks: Buy solar energy stocks SPWRA and STP
LDK
-93.86%
in
1685 days
Filed under: Trina Solar ADS (TSL), Suntech Power Hldgs ADS (STP), Stocks to Buy, Green Stocks, Obama Picks President-elect Barack Obama has often repeated his stance on alternative energy. He plans to spend $150 billion over 10 years on alternative energy, not only as part of his energy independence plan, but also in order to help clean the environment, and perhaps most important of all, to create 5 million new jobs.
With Obama winning in the polls, it is no wonder that on Tuesday solar stock prices soared: SunPower Corporation (NASDAQ: SPWRA) finished the day up 14.6%, Suntech Power (NYSE...
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Solar and Oil, Part Deux
LDK
-96.97%
in
1748 days
<>So...I wrote about a break in the correlation between oil and solar stocks the day before oil takes a major tumble that crushes solar stocks at the same time. The one-day massive move on September 2 did not re-establish a correlation, but it was jarring nonetheless. All sorts of stops and targets triggered, and I am still trying to sort out the meaning of the action and make plans for the next month or so. At times like these, I find writing to be a great organizing and clarifying tool. I will focus here on explaining my short-term positioning in various solar stocks since I did not do so t>...
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Light the Way with LDK
LDK
-96.97%
in
1751 days
Imagine a company that is so successful that it can handpick its clients. A company with products so highly coveted that it sold out its inventory for the fiscal years of 2008 through 2009, and nearly 50% of its inventory for 2010. A company in an industry that has brought the cost per watt down from over 100$ per watt in 1975, to less than 4$ per watt in 2008. A company that has been averaging a 200% year-over-year growth rate for the last three years. Now stop imagining: This company is LDK Solar (LDK). Performance: <> Since its inception in early 2005, LDK has been setting the stand>...
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Fundamentals Make LDK Solar Look Extremely Undervalued
LDK
-96.52%
in
1769 days
8/11 - "There is a good chance for $2.75 in earnings in 2008 for LDK Solar - even taking into account the $40 price tag in after hours that is under 15x forward earnings if the $2.75 is good. If you go with analysts ($1.70 + $0.40 beat) = $2.10 the forward PE ratio = 19. For triple digit growth. Instead people are flooding into retailers and restaurants (and autos and airlines and financials) for similar PE ratios... for 1/10th the growth. Because thats what the quant hedge funds say is "the truth"."
"Look, if restaurant stocks and clothing stores deserve forward P/Es of 16-19, I don't car...
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Growth Prospects and Depressed Stock Price Make LDK Solar a Buy
LDK
-96.57%
in
1769 days
8/12 - "If there was a dark spot in the announcement, it revolved around gross margins. Although average sales prices were higher than most analysts expected, the cost of polysilicon (or poly) continues to be high. Gross margins came in at 25.4% which compares unfavorably to 27.7% last quarter and 35.2% a year ago. Management stated that they expect margins to continue to show weakness in the third quarter before rebounding in the fourth quarter and into 2009."
"Any delay in LDK’s plans to produce raw materials would likely be a disappointment to investors. But the positive side of this ...
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LDK Solar's Growth Potential Offset by Gross Margin Pressure
LDK
-96.56%
in
1769 days
8/13 - "LDK Solar Co.’s (LDK) revenue and earnings for the second quarter continued to show strong growth, which again exceeded market expectations. We think LDK will continue to grow quickly in the next few quarters due to its aggressive capacity expansion and strong growth of solar power industry worldwide."
"LDK is well positioned to leverage the growth prospects of solar power industry...Additionally, the company uses a wide range of silicon feedstock material in its manufacturing process, which lowers its cost basis compared with companies that use a higher percentage of high-cost v...
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LDK Solar Co., Ltd. (LDK) - A Spark of Light
LDK
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-96.52%
in
1770 days
After spending most of the summer in the dark, the solar industry is seeing a ray of light today after an earnings report from LDK Solar Co., Ltd. (LDK). The stock is currently up about 19% on the day and related companies such as Trina Solar Limited (ADR) (TSL), and ReneSola Ltd. (ADR) (SOL) [...]

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LDK Solar (LDK) Crunches Estimates
LDK
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+17.24%
in
14 hours
(closed on 08/12/08)
As I said in our earnings preview for the week
LDK Solar (LDK) - complete crap shoot with any of these solar names around earnings. The sector is out of favor is the overriding theme. In the 2 years or so I've been in these stocks this is the longest I can remember absolutely no rally in the group.
You just never know with these guys - they can be up 25% or down 25% within minutes of their earnings report. In LDK Solar's case it's "up" (20%). The chart did not signal much before hand...
We don't own a major stake since we've taken a basket approach to the sector so we won't benefit much but ...
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