We shouldnt just read the good news of other solar companies and then hypnotise ourselves that TS will also do as well as them, its irrelevant.

The current situation relevant to TS are:
1. No expansion in 2017
http://www.solartech-energy.com/News/News.aspx?Id=126

2.Worse to come, production line may be closed down.
http://www.digitimes.com/news/a20170115PD200.html

The news above are directly point to TS, not other irrelevant companies news.

If that happened, then the production line 4,5,6,7 may b shut down...

It would b a disastrous scenario!!!

http://www.digitimes.com/news/a20170115PD200.html

It sounds not so good to TS.

how to define 'net cash'?

i just worried the same situation as 2014 4th Q will happen by next month, where the loss in solar erode PVC profit, made Tekseng negative in that Q result.

Tq dragon1 for ur reminder, yes we shoudnt 100% trust the article.

Frankly, from the 4th Q revenue of Taiwan solartech, n current PV ASP, we can forsee TS next Q result could hardly make profit.

BTW, i still hold TS share.

shortinvestor77: TS dont sell PERC, but sell solar cell n module whose ASP keep dropping n dropping. And the news oso mentioned that TS wont expand production line in2017.

Jz do a simple calculation based on the news below.

http://www.thestar.com.my/business/business-news/2016/11/28/tek-seng-expects-net-profit-and-revenue-to-improve/

1 month =6 mi pieces
3 months = 18 mil pieces
1 piece = US1.10

Last Q revenue(Capacity utilization: 50%)
=18 mil x 50% x RM(1.10 X 4.00)
=39 mil (match wif the quarter report)

Next q revenue(Capacity utilization: 70%)
=18 mil x 70% x RM(1.10 X 4.40)
= 60 mil

So, next q revenue will be better, and this stil havent taken into account 3 production line fully operationed on Dec.

if u always keep updated to energytrend.com, u will find that the solar demand is growing.

Majority of view i read frm internet:
PV price will keep dropping 2017 onwards.

long term borrowing, hire purchase payable=165mil, can somebdy explain wat is it?

EPS2.2 was totally contributed by PVC, since their PVC very stable, current price is so cheap. Once solar turn to profit in the future, EPS will jump up.
Low risk high return at current price.

Not really a good news, but provide more transparency to investor abt compny future prospect.

6 mil pieces per month X USD 1.1 x RM4 x 3 mth X 10% profit margin
= 8 mil net profit in coming quarter for solar segment.
(20% drop compared to last quaeter)

izam, wat did u know from TS employee? TQ.

Izam _mahathir, have u visited TS last week? Any info to share here? TQ.

Last q, PVC alone oledi contributed 9 mil profit. If divided by 346 mil share currently, eps oledi 2.xx cent.

Anybody can find out how much revenue each production line can contribute? Then v can roughly calculate the quarter revenue from solar, since the CEO mentioned in the EDGE last week that TS is currently running 7 lines with 60 - 70 % utilization.

solar price keep rising...
http://pv.energytrend.com/pricequotes.html

should b 100m x 80%= 80m(solar 20% drop)

lets predict wats the coming EPS...

from dividend given, can v forecast coming result will b better?

where is the guy who organized a trip to TS last thursday, share some info here, tq.

Mr Loh Kok Beng clarification
http://www.enanyang.my/news/20160927/%E5%BE%B7%E6%88%90%E6%8E%A7%E8%82%A1%E6%89%A7%E8%A1%8C%E4%B8%BB%E5%B8%AD%E5%BC%80%E5%A3%B0br-%E8%A3%81%E5%91%98%E6%98%AF%E4%B8%BA%E4%BA%86/

more investor now care about qoq result

pls share wif me oso, tq.
amandawwt@outlook.com

if can, ask wat are they going to do with the other production lines of the new factory? Hows their nego wif the US customer regarding the new production line?

today is going to b a crazzzzzzy day...

5 days streak price unchanged, seems like evrybdy waiting 4 QR...

regarding tekseng financial assistance to ts-solar, would it change tekseng's stake holding % in ts-solar?

TNB give wat to tekseng? Pls elaborate more.

no hope, haiz...

QR coming soon, how much EPS u guys expect?

last month news
http://www.theedgemarkets.com/my/article/tek-seng-achieve-better-economies-scale-fy16

uob kay hian research 4cast the company will turn to net cash by 2018.

as long as the company keep growing, sky is the limit.

vsolar never make money since 2006, revenue oso stagnant.

according to rule of 72, 72/4=18. So, PE shld b 18.

Solid price support...

seem coming Q result wil b good...

today may b another good day. Happy trading.

today may b a good day. happy trading!

last 5 min, more than 2000 lot was sapu suddenly at the price 1.10. fahmi, ar u accumulating senyap senyap.

old news
http://www.thestar.com.my/business/business-news/2016/02/15/tek-seng-set-to-triple-production-capacity/

5.6mil pieces solar cell per month,
USD1.61 per piece

can smbdy estimate revenue generated 4 first quarter?

BRAVO...!

hopefully eps will b above 5 cent, after being diluted by share frm PP.

any big thing will happen tomolo? Make it clearly, pls...

hw to know the best timing? tolong tunjuk ajar...

Those panic seller will regret soon.
4 cents X 4qtr X PE10= RM1.60 (next TP)

scientx, puc