cuente cuente....
ya llevamos un 15% acumulado en 2 días.
Antes pedía que echarán un vistazo a indicadores en Bolsasymiercados, FCC y Tecnocom.... pueden? 😀
FCC vuelve a ser alcista y más si supera los 16. Gamesa está en el filo. Tecnocom no la sigo, es un chicharro.
Prisa está subiendo muy bien. Hay que estar ahí con stop en el mínimo de la vela del día anterior.
---------- Post added 10-dic-2013 at 00:59 ----------
poco se habla de la estampida de recogida de beneficios que hay en el mundo solar, sobre todo en las chinas. Es un gustazo. Hay que andarse con ojo pero creo que puede haber opciones muy buenas para pillar buenos precios.
Si se disipan las dudas actuales de demanda por parte de las provincias Chinas, se presentarán oportunidades muy buenas. Los procesos productivos están optimizándose tecnológicamente para tener menos costes unitarios. Muchas empresas han avanzado bien en los procesos de refinanciación de la deuda. Si las dudas sobre la demanda se vuelven transparentes, va a haber una subida importante. De momento, ver y esperar. Nada de pensar.
Los actores importantes son Yingli, Trina, Hanwha, Renesola, Canadian, ..... El mundo usano sigue en buena forma, nada más que una corrección de momento.
---------- Post added 10-dic-2013 at 01:11 ----------
Esto es importante, sorry it is in english.
China Solar Demand Questionable; Yingli, Trina, Jinko Most Vulnerable, Says Credit Suisse
Beijing has circulated a draft proposal to provinces and Chinese solar companies for feedback about its 2014 installation target. Currently, The 12GW target consists of 8GW of distributed systems and 4GW of utility scale projects, which are more profitable for solar companies. This proposal will be finalized before the end of January.
This draft has called into question how bright China’s solar demand is next year. Here is Credit Suisse:
The market is concerned that the central government’s focus on distributed generation, at the potential expense of utility scale projects, may make the ~12 GW target unrealistic if utility scale projects are capped at 4 GW.
The emphasis on the distributed generation segment may make utility scale project approvals from the central government less obtainable.
Last Thursday Renesola (SOL) indicated that the proposed 4 GW cap of utility scale projects in 2014 ultimately may end up at a higher level trinc the comment period and petitioning from provinces and companies, but also suggested 2014 demand in China may decline due to challenges growing in the distributed generation segment due to rooftop ownership ambiguity and the nascent status of the market before the new distributed generation feed-in-tariff commences in 2014.
Those focused on project developments in China – the tier-1 Chinese solar companies – would be hurt:
If utility scale projects are capped at 4 GW, those most negatively impacted would be Yingli (YGE, Underperform) who is targeting part of a 500 MW pipeline of projects, Trina Solar (TSL, Neutral) possibly with 600 MW (100-200 MW per quarter) of project development in 2014, and Jinko Solar (JKS, Outperform) possibly with about 300 MW in 2014.
Now the debate is on whether the government will stick with that target. Nomura Securities said it makes more economics sense for the government to install distributed systems instead of utility scale projects. The solar companies of course insist the 4GW number is more a guidance than a firm cap:
Most companies we have spoken with believe the 4 GW number will be more of a guideline rather than a firm cap, and that ultimately utility scale projects could exceed 4 GWs next year. Our view remains that the policy discussion is fluid and that China ultimately wants to encourage the adoption on solar resources for environmental and health reasons.
Credit Suisse has placed its China solar models under review and may come out with revised (lower) price targets when the government’s draft proposal firms up.
Yingli is down 5.5%, Trina Solar is down 1.8%, and Jinko Solar is down 2% this morning.