You monitor the solar cell price then you will know!!

Good what, why not?

solar cell price (USD) slowly & steadily up everyday. While our RM vs USD down everyday. If you keep money at FD also cant fight the inflation. Better buy tekseng now!!

Installed Cost of Utility-Scale PV System in the U.S. Down 17% YoY in 3Q15; Falling PV Costs Will Spur Demand
The latest analysis from EnergyTrend, a division of TrendForce, finds that prices of photovoltaic (PV) systems are in a steady decline. In the U.S., for example, the average installed cost of utility-scale PV systems was at US$1.38/W in the third quarter of 2015 compared with US$1.66/W in the same quarter of 2014, representing a 17% year-on-year drop. As PV-generated electricity reaches grid parity in more places worldwide, the market is also entering an expansionary phase with a growing number of utility-scale projects taking place. Based on EnergyTrend’s recent survey on the emerging markets, the respective installed capacities of India, Chile and the Philippines between the start of 2015 and now are respectively estimated at 827MW, 750MW and 134MW. These countries enjoyed substantial installation growth during the past year. EnergyTrend thus expects upward revisions of these figures later on as more data for 2015 are released and tallied.

EnergyTrend analyst Patrick Lin pointed out that the levelized cost of electricity (LCOE) of each regional market is determined by daylight hours, labor costs, subsidies and prices of PV modules after taxes. For example, some utility-scale systems in India have a LCOE of around US$0.08/kWh because the country enjoys long daylight hours, low labor costs and low module prices. EnergyTrend believes the average installed cost of utility-scale systems worldwide could fall by another 15% year on year by the end of 2017, and the drop in the installed cost could also lower the LCOE of PV energy in some regional markets to US$0.07/kWh and under. In this scenario, the LCOE of utility-scale PV systems in general would be close to that of coal-fired power plants and below that of natural gas power plants. In sum, PV demand continues to grow, and the share of renewable energies in power generation worldwide is expected to expand in the future.

Looking to 2016, Lin added that policies in major markets including the U.S., China and India will cause a gradual decline in module prices. The fall of module prices will also coincide with the price decline of inverters and other related consumables. The average installed cost of PV system therefore will drop to around US$1.15/W, and the 2016 market in general will see a resurgence in demand. Moreover, conversion efficiency rates of PV cells continue to improve. In the second half of 2016, mainstream multi-Si products are expected to achieve a power output of 265W, while their mono-Si counterparts will be reaching 275~280W. Consequently, the ongoing rise in efficiency will progressively push down the LCOE of PV energy. For the 2016~2017 period, EnergyTrend anticipates demand growth to return in regions with abundant sunlight, such as India, Southeast Asia and Central and South American countries.

http://pv.energytrend.com/research/Installed_Cost_of_Utility_Scale_PV_System_in_the_US_Down_17percent_YoY_in_3Q15.html

seems like coming...

Next quarterly result release on February. Bye RM1, look forward to RM1.50

Wow! Good luck man!

Ah Seng is preparing another shoot up soon!

Rhone Resch: Why it’s just the beginning of America’s solar boom!
http://hubs.ly/H01Mfll0

taiwan company oct-dec revenue increased 61%. I expect tekseng coming quarter revenue at lease 144M & eps 3sen.
You're right!

JV with ts solartech

昇陽科 104年12月營收12.35億、年增50.12%
2016/01/04 16:23 Moneydj理財網

昇陽科(3561)12月營收資料(單位千元)

當月 本年累計
營收 1,234,799 10,483,694
去年同期 822,560 9,684,915
增減 412,239 798,779
增減百分比 50.12% 8.25%

Shopping day :)

2016/01/04 12:15 中央社

（中央社記者張建中新竹2016年1月4日電）太陽能電池廠昇陽科 (3561) 接單持續滿載，為滿足客戶需求，生產線上的員工，農曆年將加班趕工。

太陽能市場需求依然強勁，產品價格不斷攀高，加上產品組合進一步優化，及部分訂單遞延入帳挹注，昇陽科去年12月業績可望有不錯表現；法人預估，昇陽科12月業績月增幅度將有2位數百分點水準。

昇陽科今年1月接單持續滿載，2、3月客戶需求依然熱絡，昇陽科生產線上的員工，農曆年恐將無法休假，將加班趕工。

在接單暢旺，加上產品價格不斷走揚，產品組合也持續優化，昇陽科第1季業績可望較去年第4季持平，並有機會較去年第4季再攀高。

If tekseng export to India then HUAT lor!

力挺巴黎協議！印度大幅加碼屋頂太陽能板補貼預算

人氣:
MoneyDJ新聞 2015-12-31 12:38:40 記者 賴宏昌 報導

彭博社30日報導，為了要在2020年3月31日以前達到4.2 GW安裝量目標，印度政府宣布將太陽能屋頂發電系統安裝補貼預算大幅提高到500億印度盧比(7.53億美元)。根據官方發布的新聞稿，商業與非國營企業因已享有加速折舊、稅負優惠，因此無法申請上述補貼。

根據研究諮詢機構《Bridge to India》的統計，截至2015年10月為止印度的屋頂太陽能安裝量僅有525 MW。《Bridge to India》執行董事Vinay Rustagi指出，印度政府加碼的補貼金額僅足夠支應大約半數的安裝量目標。

Thomson Reuters報導，印度政府原先的補貼經費為60億印度盧比。這項計畫主要是用來鼓勵印度家庭、政府機構、醫院以及教育機構安裝屋頂太陽能板。

RTN.Asia 30日指出，「30%屋頂太陽能安裝補貼」在印度堪稱是史無前例。根據官方的規劃，2022年印度太陽能安裝量將看上100GW。

英國金融時報6月報導，據估計，高達4億名印度人目前面臨無電可用之苦。印度目前有超過半數的電力是來自火力發電。

美國太陽能產業協會(Solar Energy Industries Association, SEIA)會長Rhone Resch 12月18日發表新聞稿指出，國會通過投資稅賦抵減(Investment Tax Credit；ITC)優惠展延5年法案、預估到2020年將可協助美國太陽能產業新增22萬份工作機會、同時也將使得業界得以實現雇用5萬名退伍軍人的承諾。更重要的是，巴黎氣候變遷協議通過後國會隨即展延ITC、將令美國成為全球削減溫室氣體的模範。

Resch指出，預估到2020年美國太陽能安裝量將增長逾三倍、達到100GW，佔美國發電比重達3.5%，可滿足2千萬戶家庭的電力需求。

Can use google translate.

昇陽科12月營收有感創高；推動Perc出貨提升

人氣:
MoneyDJ新聞 2015-12-31 10:19:24 記者 萬惠雯 報導

昇陽科營運展望

1.營收認列方式調整 12月營收顯增創高

2.ASP增、提升Perc出貨比重 推升營收向上

3.1月訂單已接滿

4.目前台灣以推動價高、成本不變的Perc為主

5.成立太陽能系統處 爭取海外電廠


昇陽科(3561)因營收認列方式調整、ASP續升以及高效率Perc產品出貨比重升，法人估，昇陽科12月營收可望有感創新高，1月份訂單已接滿，營收仍有再向上動能。展望明年，除了馬來西亞廠外，台灣則持續提升Perc比重，並成立系統處，爭取海外電廠。

在近期營運上，昇陽科因營收認列原則，前二月已出貨但尚未認列，12月海運送達認列營收，再加上太陽能電池ASP向上以及公司高效率Perc產品出貨增，法人估，昇陽科12月營收會再延續創高趨勢，且可望有較明顯的營收月增幅。

展望1月份，目前1月產能均已售出，隨著價格持續向上，仍有機會再創高。

昇陽科明年營運重心之一在發展Perc，目前昇陽科單、多晶產品都有，以多晶產品較多，單晶Perc的轉換效率也有近21%的水準，由於Perc電池效率高，每片可增加的瓦特數增加，故售價較一般品高，且昇陽科可做到成本約與一般品相當，故利潤率高，目前昇陽科已有4台Perc機台，約占總產能逾4成，12月已開其中3台機台，目標可以再進一步提升。

除了Perc，明年的另一重點是系統發展，昇陽科已成立太陽能系統處，昇陽科主要是希望透過銀行支持，電廠併網後再找買方，而不是自己營運電廠，昇陽科日前2.45MW、位於日本福島的電廠已正式併網，未來還會再評估海外電廠案。

而在昇陽科合資的馬來西亞廠的部分，昇陽科持股比例40%，主要市場為美國以及東南亞，售價比台灣價格高近1-2成，成本則近乎與台廠相當，目前三條線已全滿，對第四季昇陽科認列轉投資獲利有所幫助。

Long term better.

Good luck.

Wow! U can predict market drop. Why don't you buy options?

Tax Credit Extension Gives Solar Industry a New Boom

TheUnited States solar market is wrapping up the best three-month period in its history, with a total of three gigawatts worth of solar photovoltaics capacity forecast to be installed from October through the end of the year. In all, about 7.4 gigawatts of solar photovoltaics will be built in 2015, surpassing last year’s record total of 6.3 gigawatts, according to a new report released on December 9 by the Solar Energy Industries Association and produced by GTM Research.

That, however, is just a trickle compared to the flood of new projects expected to come online in 2016. GTM Research forecasts that the market will more than double next year, reaching 15.4 gigawatts of solar power installed in 2016. Worldwide, growth in solar installations is expected to rival the boom occurring in the United States. Berlin-based research firm Apricum forecasts that 54 gigawatts will be installed worldwide in 2015, with new capacity additions reaching 92 gigawatts by 2020. The largest market for solar photovoltaics will be China, with 180 gigawatts of total capacity installed by the end of 2020, followed by the U.S. (83 gigawatts) and Japan (57 gigawatts).

Prices for solar panels and other components continue to fall. But the largest reason for the expected U.S. surge in 2016 was the scheduled expiration of the federal investment tax credit at the end of the year. That changed when Congress passed an omnibus spending bill that includes a five-year extension of the investment tax credit for solar and wind power projects.

Established by the Energy Policy Act of 2005, the investment tax credit provides a tax credit of 30 percent of the value of solar projects. Annual solar installations have grown by at a compound rate of 76 percent since the act was implemented in 2006. Under the new scheme, the 30 percent solar tax credit will extend through 2019 and then decline gradually to 10 percent in 2022. After 2022 the credit will be eliminated for residential solar installations and will continue at 10 percent for commercial ones. Overall, the move by Congress will add an extra 20 gigawatts of solar power over the next five years, according to Bloomberg New Energy Finance—more than the total installed in history up to the end of last year.

The wind credit will apply to projects that have come online since the start of this year and will continue through 2019, gradually diminishing each year, before going away in 2020.

The solar industry and its supporters lobbied hard for an extension of the credit—a possibility that seemed slim up until a few months ago. Now, they are no longer racing to take advantage of the tax breaks while planning for a major contraction in the industry in 2017. In fact, the extension could have the paradoxical effect of slowing down installations in 2016 as companies prolong construction schedules beyond the previous deadline of December 31, 2016.

And it will have the complementary effect of avoiding the big drop-off that loomed in 2017. GTM Research foresaw installations in 2017 shrinking to just 5.5 gigawatts, which would be a 75 percent fall from the 2016 level. That forecast is sure to be adjusted.

The new extension has boosted the share prices of solar companies, and their prospects. But 2015’s turbulence had already forced solar developers to adapt and adjust their business models. Companies like SolarCity are moving from being strictly installers of solar arrays to providers of broad solutions that include energy storage systems and energy management tools in addition to solar panels. And North American developers are looking to burgeoning foreign markets—particularly in Asia and Latin America—for new projects as the U.S. market cools after next year. India, for example, plans to build 100 gigawatts of solar in the next seven years, much of it installed by North American developers such as SkyPower and SunEdison.

Even as prices for basic solar photovoltaic components fall, developers and utilities are adding smart inverters to better integrate solar arrays with the grid, and software to help manage distributed solar resources. Solar power, still only a small fraction of the world’s energy mix, is likely to expand in the coming decades as the world weans itself off of fossil fuels.

huat what?

I love this UMA. HUAT ar!!!

Drop more plz...

0.5sen interim dividend. More to come as they promised 30% dividend policy.

Finally drop. Haha!

Noobnnew, do your own homework. Don't always follow people suggestions. If you got confident on tekseng. Just buy!! It's never too late to buy even though tekseng is on new high!!

JNG9678, who is Wong Da Xian 黄大仙?

I love the way tekseng move up. Slow and steady.

昇陽科指出，這幾年已在台灣投資興建數個電廠，包括配合高雄市政 ，包括配合高雄市政府的大愛村及宜蘭縣政公有房舍等等，昇陽科表示本次能夠到品質要求最嚴謹的日本興建電廠即表示這幾年在國內練兵有成，後續除繼續投入國內電廠開發外，並已將觸角伸展到國外，目前洽談中包括東南 ，目前洽談中包括東南亞數個地區及美國、中東等地，未來更將搭配使用藍寶石 ，未來更將搭配使用藍寶石（Sapphire®）高效電池及模組，提高電廠的發電效能 ，提高電廠的發電效能，獲取更佳的投資報酬 ，獲取更佳的投資報酬。

Finally broke RM1.00

Next week engine going start at full force.

FY2016 estimated EPS 16sen!!

首选德成必胜CAB 机构 北马小型股光芒毕露
财经新闻
财经
2015-12-19 12:30

（吉隆坡18日讯）北马小型股散发光芒，大华继显正面看待德成控股（TEKSENG，7200，主板消费产品股）、必胜（SPRITZER，7103，主板消费产品股）和CAB机构（CAB，7174，主板消费产品股）的表现。
大华继显分析员早前到北马，参访三家小资本企业，分别是德成控股、必胜和CAB机构。
分析员普遍正面看待三个股项，其中，德成控股的太阳能电池业务前景看俏，而必胜在本地稳健的瓶装水市场，也赢得青睐。
至于CAB机构，近期前景相信已反映在股价上，但印尼三林集团（Salim Group）成为策略伙伴的潜能，料将成为催化剂。
CAB与三林联营印尼家禽
CAB机构早前宣布，与印尼三林集团签署备忘录，在印尼联营综合家禽业务。管理层表示，需要三年才能得到满额的产能，最早2018年会看见显著净利流入。
初步估计，联营公司可在3至5年内，为CAB机构贡献10亿令吉的营业额，及5000万至6000万令吉的税前盈利。
假设CAB机构在联营公司持股30%，每年可为公司增加1500万至1800万令吉的盈利。
除了备忘录，该公司也澄清，正与三林集团在CAB机构的投资展开洽谈。
早前有媒体报道，三林集团正放眼收购后者的20%股权。分析员相信，若三林集团以较高的价格入股，该股估值仍有走高的机会。
必胜销量料高个位数增长
基于2010至2015财年销售年均复增达14%，管理层预计，明年的销售可取得高单位数增长，超越领域的6至7%。
由于该股营业额规模越来越大，因此，要取得双位数增长已不太可能，除非出现可以刺激瓶装水消费的突发事件。
分析员认为，母公司义利（YEELEE，5584，主板消费产品股）广大的经销网络、必胜有效的营销策略和被市场高度认可的水源品质，都是该股成功的关键。
分析员预计，必胜在2016至2017财年，可取得14至18%的净利增长，分别达2700万及3100万令吉，主要由8%的销售增长和净赚幅走高所支撑。
较低的原料成本和较佳的产品组合，也捎来贡献。
该股的估值仍便宜，但分析员认为，义利会是个更诱人的选项。
义利明年的净利增长或有45%，归功于取得红牛能量饮料的独家经销权。
德成太阳能业务唱好
管理层表示，子公司TS Solartech的太阳能电池生产成本，与台湾制造商并驾齐驱，但稍高于中国业者。
德成控股希望通过产能扩展，将成本拉低，以在美国未来取消中国产品的反倾销税后，能更具有竞争能力。
管理层乐观看待全球太阳能电池的价位，因美国市场正赶在明年杪的投资税收抵免结束前，安装太阳能系统。
TS Solartech正兴建三层楼的厂房，内有10条新的生产线，预计会在明年首季落成。
明年净利看涨至4100万
目前，该公司正就合约制造服务，与一些大型的区域太阳能业者洽谈。
分析员预计，该股明年净利会激增至4100万令吉，其中，太阳能业务将占去65%的比重。
以最少30%的派息率估算，该股周息率达4.9%。
分析员维持“买进”的投资评级，和1.15令吉的目标价格，预计2014至17年的年均复增将达81%。

http://www.nanyang.com/node/739876?tid=462

Market so bad today still can green. RM3.00 is not a dream!

太陽能產業深具轉機性，美補貼等諸項利多奏效，如昱晶（3514）、昇陽科（3561）等太陽能股，在台股今日強漲1.65％，檔檔強過台股，火力四射。

國泰證期顧問處經理蔡明翰說，16日晚上美國國會開會，原先美政府都會對裝置太陽能設備者費用，每年可抵消所得稅率30％，原本市場盛傳該項補貼措施將於2017年下降到10％，但美國會討論原本每年可抵消所得稅30％補貼措施將延長到2019年，這對全球太陽能產業將是項重大利多。

蔡明翰說，太陽能產業轉機性強，產品報價提升已經延續很長一段時間，之前太陽能台廠飽受美等各國反傾銷稅困擾，但台廠轉赴泰國等地設廠，成功迴避掉反傾銷稅對太陽能衝擊。加上全球環保節能意識高張，太陽能利多效應發威，全球太陽能需求量躍升。

元大績效基金經理人謝宓頤說，太陽能因中、印度、美及東南亞市場需求續熱絡，自矽晶圓至模組近期皆續上漲，大陸、台灣兩地多晶矽晶圓有短缺，矽晶圓廠訂單排程超載，產能已供不應求、報價上漲迅速。電池漲勢持續，台灣電池廠轉換效率達17.8％產品多數報價已站上US$0.34/W，預期漲幅能一路延續至16年1月。

謝宓頤說，模組受惠中國本土電站需求增加，大廠出貨順暢，產能續全開，使報價持穩。整體太陽能需求仍暢旺，訂單能見度應可至農曆年前，展望2016年，在中、美、印度三大市場需求續增加上，預期2016年全球安裝量將可從15年的54GW成長至62GW。

聚揚投顧分析師翁士峻說，太陽能產品報價續走強，如矽晶圓、模組、電池等各項產品報價都續走高，締造太陽能產業需求暢旺，獲利有成長空間。

翁士峻說，目前包括中、日、美等全球各地區都積極提出節能減碳等環保政策，太陽能產業需求更暢旺，尤其中國政府提出的十三五計畫，太陽能裝置安裝將由100GW上提到150GW，將甚有助太陽能產商2016年等各項營運數據往上提升。

翁士峻建議可伺機介入中美晶，該股昨擴量1強漲4.3％收在47.35元，據報導日盛投顧對中美晶評等為持有，目標價為54元等，內外資齊看好，上探50元有望。

翁士峻也看好太陽能股王碩禾，該股昨擴量2張強漲5.08％收在745元創波段新高價，碩禾早已站穩所有均線，股價遠強過台股，據報導工銀證券對碩禾評等為買進，目標價為891元等，內外資其唱旺，上探800元整數大關機率濃。

翁士峻說，碩禾營收連8個月創歷史新高紀錄，業績超悍，碩禾導電漿料需求暴增，市佔率一路攀升，對其各項財報數據甚具提振效果。

翁士峻說，中美晶因新擴產電池產能續開出，Q3毛利率竄高到17.3％創近4年單季新高水準，後市不可小覷！

【財訊快報／王宜弘報導】太陽能下半年以來利多不斷，激勵族群股價向前衝。美眾院週三(16日)同意延長太陽能投資稅收抵免(Investment Tax Credit,ITC)5年的修正案，激勵美國太陽能股噴出大漲，週四(17日)更帶動台太陽能族群全面激情演出。

除了昱晶( 3514 )一度亮燈漲停外，股王導電漿大廠碩禾( 3691 )也大漲逾5%，雙雙創下波段新高，另包括新日光( 3576 )、茂迪( 6244 )、昇陽科( 3561 )、太極( 4934 )等電池股，以及矽晶圓股中美晶( 5483 )、綠能( 3519 )、達能( 3686 )、國碩( 2406 )等均漲逾4%。

美眾議院週三同意了延長太陽能投資稅收抵免5年的修正案，原先於明年12/31將從30%下調至10%的ITC，將延長5年至2022年，並依照開始建置的時間給予不同額度的補貼。據悉此修正案目前已送往參議院，後續通過此法案的可能性高，將自頒布日生效。

此外，甫落幕的巴黎氣候峰會也達成積極性的共識，設定全球延緩升溫目標，新的全球協定之中，將遏抑溫室氣體排放，防制氣候變遷，協定敲定限溫攝氏1.5度C至2度C，有助於潔淨能源的後續發展，其中，太陽能產業是潔淨能源的主力，料受惠最深。

Suddenly so many spectaculars. Correction mode soon.

Below 5% bursa not going to announce.

Yes

EPF? KYY? kwsp?

I'm waiting announcement for new substantial holder soon.

I giv higher TP RM3.00. Haha!

US rate hike benefit to export companies. Tekseng TP increase!

JNG9678 thank you for your effort. Let's enjoy the explosive growth of ts solartech. HUAT AR!!

Just upload to Dropbox or google drive then share the link here will do.

If you are rich enough, u can buy sell and make the chart either bearish or bullish.

I bought tekseng base on FA not TA.

Upload plz. Thanks.