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Yingli Green Energy Holding Company YGE

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  2. Commentary
    1. Despite Our Fair Value Increase, Yingli Still Overvalued Given Runup in Shares This Year

      Commentary

      Tue, 19 Nov 2013

      After reviewing our financial forecasts, we have increased our Yingli YGE fair value estimate to $2.50 per ADR from $1.25. Despite the large increase to our valuation, we continue to believe Yingli

    2. Raising our First Solar Fair Value Estimate on Encouraging Newsflow From Analyst Day

      Commentary

      Wed, 10 Apr 2013

      fundamentals are about to get better. Our fair value estimates and moat ratings of the rest of the space are unchanged, including $0 to our fair value estimates for Suntech STP, LDK Solar LDK, Renewable Energy Corp. REC, and Yingli YGE .

    3. Solar Sector Update: Massive Debt + Muted Rebound = $0

      Commentary

      Mon, 17 Dec 2012

      wipes out their equity base in order to restructure their balance sheets. But we also believe cost leader Yingli Green Energy YGE also has also reached the point where its bloated debt burden has effectively smothered out the value of its equity. For each

    4. Yingli Green Energy Under Review

      Commentary

      Thu, 15 Nov 2012

      We are placing Yingli Green Energy YGE under review while we reassess our assumptions.

    5. 3Q Results Shed Little Light on First Solar's Future

      Commentary

      Tue, 6 Nov 2012

      kilogram, which provide huge benefits to the firm's main Chinese competitors. Further, Chinese firms like Trina TSL and Yingli YGE have reduced nonsilicon costs quickly in recent quarters. If these cost improvements were sustainable, First Solar's future

    6. Suntech Can't Escape Solar's Troubles

      Commentary

      Tue, 13 Mar 2012

      terms of increasing its competitive position relative to its historically more profitable peers such as Trina TSL and Yingli YGE . Though this will provide little solace in the current environment, this cost cutting--nonsilicon production cost reductions

    7. Yingli's Strategy Not in Shareholders' Interests

      Commentary

      Wed, 29 Feb 2012

      Similar to First Solar FSLR, Yingli's YGE position as an industry leader is providing little solace as solar continues to be hurt by supply/demand imbalances and falling

    8. Yingli Still an Industry Leader; Solar Rebound Not Expected Until at Least 2012

      Commentary

      Wed, 23 Nov 2011

      Yingli YGE remains one the leading Chinese solar companies, but this provides little solace when the entire industry is being decimated by

    9. Tough Times Ahead, but JA Solar Well Positioned to Survive Solar Downturn

      Commentary

      Wed, 23 Nov 2011

      to its competitive cost structure, which continues to converge with the leading Chinese players such as Trina TSL and Yingli YGE . Even more important is JA's solid balance sheet, which will allow it to weather the storms ahead better than its domestic

    10. Suntech's Competitiveness Improving, but Balance Sheet Remains too Risky

      Commentary

      Tue, 22 Nov 2011

      competitors. For the first quarter in ages, Suntech logged a better gross margin (13.3%) than Trina TSL (10.8%) and Yingli YGE (recently revised guidance is for 10%-11%). These two competitors are viewed widely as the top Chinese solar companies

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