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中環股票討論區
alphaedgeinvest...
$TCL中環(002129.SZ)$ $金風科技(002202.SZ)$ $龍源電力(00916.HK)$ $金風科技(02208.HK)$ $隆基綠能(601012.SH)$ $福萊特(601865.SH)$ $福萊特玻璃(06865.HK)$
DBS: TCL Zhonghuan Renewable Energy Technology – Buy Target Price RMB23.00 (Previous RMB40.00) - Alpha Edge Investing
$TCL中環(002129.SZ)$
DBS: China Renewable Sector - Alpha Edge Investing
$TCL中環(002129.SZ)$ $金風科技(002202.SZ)$ $龍源電力(00916.HK)$ $金風科技(02208.HK)$ $隆基綠能(601012.SH)$ $福萊特(601865.SH)$ $福萊特玻璃(06865.HK)$
$TCL中環(002129.SZ)$
邏輯:高領資本加持24億領投。
內行人是否看好,不重要,非本行業的人,真金白銀幹進來了,才是最重要的。
高資本的歷史戰績先秀秀:
硅料龍頭通威股份,高領認購5億元,對應股價爲28元/股;目前44
逆變器龍頭陽光電源,認購5.17億元,對應股價爲57.5元/股;目前140
組件一體化龍頭隆基股份,認購158億元,對應股價爲70元/股。目前80。
可以說高領資本拿光伏龍頭未嘗敗績。對行業的認知屬於頂級。
今年2月,江蘇中能與 $TCL中環(002129.SZ)$ 、 $隆基綠能(601012.SH)$ 分別簽訂了35萬噸、91.4萬噸多晶硅的長單銷售合同。其中,江蘇中能正是此次保利協鑫配股募資後的重點項目。
今年上半年,保利協鑫也業績回暖,公司收入達87.79億元人民幣,歸母淨利潤約24.07億元人民。
按照目前估值和業績預期,明年年報期,保利協鑫的PE只有10多。在光伏行業屬於嚴重低估。
通威目...
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