{"id":3841,"date":"2011-01-10T07:19:45","date_gmt":"2011-01-10T12:19:45","guid":{"rendered":"http:\/\/drduru.com\/onetwentytwo\/?p=3841"},"modified":"2011-01-10T12:06:37","modified_gmt":"2011-01-10T17:06:37","slug":"ldk-solar-guidance","status":"publish","type":"post","link":"https:\/\/drduru.com\/onetwentytwo\/2011\/01\/10\/ldk-solar-guidance\/","title":{"rendered":"LDK Solar Sends Sales Guidance Soaring"},"content":{"rendered":"

LDK Solar has started off the new year for solar with a bang. The company significantly raised guidance for both the fourth quarter of FY10 and the entire FY2011<\/a> with particularly strong expectations for the module business. Here is a listing of the new sales guidance compared to the old guidance:<\/p>\n

Revenue<\/strong>
\n4Q10: $870-910M from $710-750 (increase of 21-23%)
\nFY11: $3.5-3.7B from $2.9-3.3B (increase of 12-21%)<\/p>\n

Wafer shipments<\/strong>
\n4Q10: 615-620 megawatts (MW) from 580-600 MW
\nFY11: 2.7-2.9 gigawatts (GW) from 2.5-2.8 GW<\/p>\n

Module shipments<\/strong>
\n4Q10:160-165 MW from 120-130 MW (increase of 27-33%)
\nFY11: 800-900 MW from 700-800 MW (increase of 13-14%)<\/p>\n

Gross margin<\/strong>
\n4Q10: 25-27% from 24-26%
\nFY11: 23-28% from 22-28%<\/p>\n

LDK increased guidance for in-house polysilicon and cell production as well. <\/p>\n

Given increasing fears that pricing competition will hurt solar companies as production capacities ramp up, I will be very interested to hear the source of LDK’s optimism when it reports official earnings. LDK’s guidance could also bode well for other major solar companies.<\/p>\n

The stock has gone nowhere for over a month and sits at the bottom of the last big breakout in October, 2010. I am guessing today’s announcement should bring upside momentum back to the stock.<\/p>\n


\n
\"LDK<\/a>
LDK has been stuck in a holding pattern<\/figcaption><\/figure>
\n*Chart created using TeleChart:<\/strong> <\/a>
\n<\/center>
\n<\/p>\n

Be careful out there!<\/p>\n

Full disclosure: long LDK (update 1\/10\/11, 12pm Eastern – sold my shares in LDK. Per recent practice, I posted the trade posted to my twitter account<\/a>).<\/p>\n

For my commentary on solar stocks and the industry, click here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

LDK Solar has started off the new year for solar with a bang. The company significantly raised guidance for both the fourth quarter of FY10 and the entire FY2011 with particularly strong expectations for the module business. Here is a listing of the new sales guidance compared to the old guidance: Revenue 4Q10: $870-910M from … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[220,3],"tags":[167,166,16],"class_list":["post-3841","post","type-post","status-publish","format-standard","hentry","category-earnings","category-solar-energy","tag-ldk","tag-ldk-solar","tag-solar-stocks"],"yoast_head":"\nLDK Solar Sends Sales Guidance Soaring - ONE-TWENTY TWO: Trading Financial Markets<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/drduru.com\/onetwentytwo\/2011\/01\/10\/ldk-solar-guidance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LDK Solar Sends Sales Guidance Soaring - ONE-TWENTY TWO: Trading Financial Markets\" \/>\n<meta property=\"og:description\" content=\"LDK Solar has started off the new year for solar with a bang. 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