The market expects limited future growth for TCL Zhonghuan Renewable Energy, reflected in its low P/E ratio. Investors anticipate no pleasant surprises in future earnings, reducing the likelihood of a significant share price rise.
Despite low ROCE, the company's promising reinvestment ability and higher returns on capital employed are positive. The stock's exceptional performance over the last five years indicates investor recognition of these patterns. Further due diligence is advised.
Investors expect limited future growth from TCL Zhonghuan Renewable Energy TechnologyLtd due to its lower P/E ratio and lower than market forecasted growth. Shareholders accept this low P/E, conceding that future earnings likely won't excel.
The company's ability to profitably reinvest capital is promising, leading to a substantial 396% total return in the last five years. It is worth digging deeper into the company for future prospects.
TCL中环股票讨论区
alphaedgeinvest...
$TCL中环(002129.SZ)$ $金风科技(002202.SZ)$ $龙源电力(00916.HK)$ $金风科技(02208.HK)$ $隆基绿能(601012.SH)$ $福莱特(601865.SH)$ $福莱特玻璃(06865.HK)$
DBS: TCL Zhonghuan Renewable Energy Technology – Buy Target Price RMB23.00 (Previous RMB40.00) - Alpha Edge Investing
$TCL中环(002129.SZ)$
DBS: China Renewable Sector - Alpha Edge Investing
$TCL中环(002129.SZ)$ $金风科技(002202.SZ)$ $龙源电力(00916.HK)$ $金风科技(02208.HK)$ $隆基绿能(601012.SH)$ $福莱特(601865.SH)$ $福莱特玻璃(06865.HK)$
$TCL中环(002129.SZ)$
逻辑:高领资本加持24亿领投。
内行人是否看好,不重要,非本行业的人,真金白银干进来了,才是最重要的。
高资本的历史战绩先秀秀:
硅料龙头通威股份,高领认购5亿元,对应股价为28元/股;目前44
逆变器龙头阳光电源,认购5.17亿元,对应股价为57.5元/股;目前140
组件一体化龙头隆基股份,认购158亿元,对应股价为70元/股。目前80。
可以说高领资本拿光伏龙头未尝败绩。对行业的认知属于顶级。
今年2月,江苏中能与 $TCL中环(002129.SZ)$ 、 $隆基绿能(601012.SH)$ 分别签订了35万吨、91.4万吨多晶硅的长单销售合同。其中,江苏中能正是此次保利协鑫配股募资后的重点项目。
今年上半年,保利协鑫也业绩回暖,公司收入达87.79亿元人民币,归母净利润约24.07亿元人民。
按照目前估值和业绩预期,明年年报期,保利协鑫的PE只有10多。在光伏行业属于严重低估。
通威目...
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