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LDK太阳能的预测顶街,股份上升

发表于:2010-05-11 15:47:49     作者:Dana福特 来源:Solarbe.com

*销售上升近四分之一到347600万美元
*股价上升5个百分点

新华社洛杉矶5月10日(路透社) -中国太阳能硅片制造商赛维LDK太阳能有限公司周一(LDK.N)预测当前季度的收入比预期的还要高,迫切希望需求重新反弹和上涨百分之五的股价。 在信贷紧缩的冲击下,LDK公司在该行业内报告最新的太阳能销售动态,从2009年到今年的。 德国计划削减太阳能补贴,世界第一大太阳能市场,今年下半年的拉动需求,可再生能源来源向前发展,发展商急于安装,补贴就有所下降了。LDK的第二季度收入预期的4.6亿到4。9亿美元至超过华尔街的382300万美元,路透社报导。而2010年为16亿美元的预测为17亿美元的收入也超过了分析师的平均预期的14亿美 SunPower的公司(SPWRA.O)和中国的晶澳太阳能控股有限公司(JASO.O),这提高了上月销售预期,定于周二报告,这是季度的首次盈利。这两方面,分析师预计强劲销售,但将密切关注利润率和其扩展空间。

UPDATE 3-LDK Solar's forecasts top Street, shares rise

* Sales rise nearly a quarter to $347.6 million
* Shares up 5 percent (Adds CFO quote, context, upcoming results)
By Dana Ford LOS ANGELES, May 10 (Reuters) - Chinese solar wafer maker LDK Solar Co Ltd (LDK.N) forecast stronger-than-expected current quarter revenue on Monday, reinforcing hopes for a rebound in demand and sending its shares up 5 percent.LDK is the latest in a string of solar companies to report a sales surge this year from 2009, when tight credit dampened the market.
Planned cuts to solar subsidies in Germany, the world's No. 1 solar market, in the second half of this year have pulled demand for the renewable power source forward, as developers rush to install projects before the subsidies are lowered.LDK's second-quarter revenue forecast of $460 million to $490 million beat Wall Street's target of $382.3 million, as reported by Thomson Reuters I/B/E/S.

And its 2010 forecast of $1.6 billion to $1.7 billion in revenue also outpaced average analysts' expectation of $1.4 billion.
"My initial gut reaction would be, the expectation is that June results will be a little bit stronger on the growth and operating margin line than even March's were," said Morningstar equity analyst Stephen Simko.
LDK, like some of its peers in the industry, said despite fears in the market that demand would drop off after the German incentive cuts, it did not expect a major fall in prices, as it sees growth outside Germany, the world's No. 1 solar market.


"The improvement in ASP (average selling price) trends throughout the year should allow us to expand our gross margin in the next few quarters," LDK's Chief Financial Officer Jack Lai said on a conference call with investors.


SunPower Corp (SPWRA.O) and China's JA Solar Holdings Co Ltd (JASO.O), which raised its sales forecast last month, are scheduled to report first-quarter earnings on Tuesday.On both, analysts are expecting strong sales, but will be watching margins and estimates closely.

WIDENING MARGINS
LDK, based in Xinyu City in southeastern China, is the world's largest maker of multicrystalline wafers.Its gross margins for the first quarter rose to 15.7 percent, compared with 9.9 percent in the fourth quarter and just 1.7 percent in the first quarter a year ago.

Quarterly revenue rose 22.7 percent from a year ago to $347.6 million, beating the $325.86 million forecast by analysts, according to Thomson Reuters I/B/E/S.


For the first quarter, LDK said it shipped 426.7 megawatts of wafers and 31.3 MW of modules, above an earlier estimate.
It predicted it would have wafer shipments of between 460 MW and 480 MW and module shipments of between 60 MW and 70 MW in the second quarter.For the year, the company forecast wafer shipments of between 1.7 gigawatts and 1.8 GW and module shipments of between 200 MW and 300 MW.


Net income for the first quarter was $7.2 million, or 6 cents per share. That sharply exceeded the 1 cent per share analysts had predicted, according to Thomson Reuters I/B/E/S.LDK's shares rose to $7.31 in extended trade, after ending the day at $6.96 on the New York Stock Exchange.

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