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SolarEdge. -SEDG- ¿Opiniones?

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SolarEdge. -SEDG- ¿Opiniones?
SolarEdge. -SEDG- ¿Opiniones?
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#31

Re: Re: Re: SolarEdge. -SEDG- ¿Opiniones?

Hola Hedge Fund. 

Me alegro de "verte" por este hilo. 

Bueno, no estoy muy preocupado, solo que utilizo el foro para desahogar mis paranoias bursátiles (si hablo de esto con los colegas me miran con cara rara) y a veces tiendo a la exageración, pero lo hago más para divertirme que otra cosa. 

En lo que dices tienes toda la razón, pero creo que en la mayoría de valores llega un momento en que tienes que vender. Recuerdo esos años mozos de Gowex en los que llegue a tener un 400% de beneficio y me lo miraba con una tranquilidad pasmosa. Por suerte, cuando me cayo a un 300% vendí, simplemente porquè crei que la tendència principal habia cambiado. Ufff... de la que me libre. 

Pero claro, esto que acabo de escribir en Apple, Google, Inditex... para estos, por ahora no vale. Creo que SEDG puede ser una de estas. Por lo menos, parece tenerlo todo a favor. 

We will see. 

Un saludo y suerte a ti también. 

 

#32

Re: Re: Re: SolarEdge. -SEDG- ¿Opiniones?

Jejejeje, no te preocupes tenemos algo en común, los colegas también me miran raro cuando les hablo de bolsa, y lo único que preguntan, es cosas del estilo ¿si te doy 1000 € en cuanto tiempo me doblas el dinero?
Está claro que en algún momento hay que vender, pues hay que elegir cuál es ese momento, de la manera más lógica posible, hay varias maneras una le has dado en la tecla, como comentas en tu venta de Gowex,1 cambio de tendencia principal, 2 Stop dinámico puede ser igual al 1, 3 tener un objetivo claro un porcentaje o un multiplo de algún ratio P/FCF por ejemplo.
Saludos

#33

Re: SolarEdge. -SEDG- ¿Opiniones?

 

Solaredge Technologies (NASDAQ:SEDG) had its target price lifted by Canaccord Genuity from $37.00 to $43.00 in a research note released on Thursday morning. They currently have abuy rating on the stock.

Canaccord Genuity has also modified their ratings on a number of other stocks in the few days. The firm reiterated its hold rating on shares of Canadian Imperial Bank of Commerce. Also, Canaccord Genuity reiterated its buy rating on shares of Valeant Pharmaceuticals Intl Inc. They have a $275.00 price target on that stock, up previously from $250.00. Finally, Canaccord Genuity raised its price target on shares of Standard Chartered PLC from GBX 900 ($13.93) to GBX 1,000 ($15.48). They have a hold rating on that stock.

A number of other analysts have also recently weighed in on SEDG. Analysts at Deutsche Bank raised their price target on shares of Solaredge Technologies from $29.00 to $35.00 and gave the company a buy rating in a research note on Friday, May 8th. Analysts at Needham & Company LLC raised their price target on shares of Solaredge Technologies from $30.00 to $38.00 and gave the company a buy rating in a research note on Friday, May 8th. Analysts at Roth Capital raised their price target on shares of Solaredge Technologies from $30.00 to $35.00 and gave the company a buy rating in a research note on Friday, May 8th. They noted that the move was a valuation call. Finally, analysts at Goldman Sachs initiated coverage on shares of Solaredge Technologies in a research note on Monday, April 20th. They set a buy rating and a $31.00 price target on the stock. Six research analysts have rated the stock with a buy rating, The company has an average rating of Buy and a consensus price target of $35.00.

Solaredge Technologies (NASDAQ:SEDG) opened at 37.44 on Thursday. Solaredge Technologies has a one year low of $19.49 and a one year high of $39.54. The stock’s 50-day moving average is $29. and its 200-day moving average is $28..

Solaredge Technologies (NASDAQ:SEDG) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.08 by $0.12. The company had revenue of $86.40 million for the quarter. During the same quarter in the previous year, the company posted ($0.19) earnings per share. The company’s revenue for the quarter was up 182.7% on a year-over-year basis. Analysts expect that Solaredge Technologies will post $0.54 EPS for the current fiscal year.

#34

Re: SolarEdge. -SEDG- ¿Opiniones?

 

SolarEdge Technologies, an increasingly prominent player in electronics that tap energy from the sun, is poised to shine following its early 2015 initial public offering , heating up on strengthening commercial and residential demand in the U.S.


SEDG
The Israel-basedSolarEdge which produces optimizers and inverters to turn solar energy into electricity, went public on March 26 with an offering price of 18 and closed its first day of trading at 20.70.SolarEdge stock has climbedsince to around 39.

Its debut earnings release as a public company helped fuel the surge. In early May, SolarEdge posted quarterly revenue of $86.4 million, up 18% from the prior quarter and more than 180% year over year. Its fiscal 2015 third-quarter non-GAAP profit of 20 cents a share burned past analysts' views for 8 cents.

For the current quarter, analysts polled by Thomson Reuters on average forecast EPS of 22 cents, and 54 cents for the full fiscal year.

"They are executing very well," Mike Matousek, a trader at U.S. Global Investors, told IBD. "They are making some good money. ... This is the definition of a growth story."

SolarEdge is a part of IBD's Energy-Solar industry group. It has the group's second highest Composite Rating afterCanadian Solar 

 

 

What Drives The Solar Industry

Analysts anticipate robust growth for SolarEdge during this calendar year and next in the U.S., in large part because both commercial developers and homeowners are trying to complete projects before a federal tax credit for solar energy expires at the close of 2016, IHS Technology analyst Christine Beadle told IBD.

The Investment Tax Credit, or ITC, is a 30% credit on solar energy systems -- think of solar panels on roofs -- for both homes and businesses.

Beadle says that because it is not known if the tax credit will be extended -- or reduced if it is extended -- many Americans looking toward long-term energy savings, particularly in sun-soaked and high cost of living states, are moving with haste to capitalize on the tax breaks.

"It's very much to do with the incentives," Beadle said. "It's really incredible, the speed at which people are going."

Beadle's IHS colleague, solar analyst Cormac Gilligan, forecasts rapid growth this year for the PV (photovoltaic) inverter market in the U.S. PV inverters convert direct-current (DC) solar-panel output to alternating current (AC) suited to the power grid. PV installations in residential and small commercial projects -- a SolarEdge sweet spot -- are projected to grow more than 40% this year, Gilligan told IBD.

"This represents a huge opportunity for inverter suppliers like SolarEdge," Gilligan said, noting that the greatest growth is anticipated in California, Arizona, Massachusetts, New Jersey and North Carolina.

Gilligan says that while the solar market in the U.S. is likely to hit its peak for the current decade in 2016, owing to the tax credit expiration, energy-conscious homeowners and small-business owners are expected to continue to drive growth in PV inverters. He says that from 2017 onward this decade, residential and small commercial markets are predicted to grow 15% on average annually in the U.S.

About 75% of SolarEdge's business is in the United States.

Gilligan says that in 2014, SolarEdge ranked among the top five PV inverter suppliers in the U.S., owing in large measure to a partnership with solar industry giantSolarCity (

). Gilligan adds that the rest of the top five inverter makers areABB ( 

ABB
 

 ),Advanced Energy Industries ( 

 

 ),Enphase Energy (ENPH) and SMA Solar Technology. He declined to provide specific ranks for each, saying that IHS divulges that information only to clients.

 

He noted, however, that SolarEdge is "gaining market share rapidly" on the four companies ahead of it in the 2014 rankings.

SolarEdge did not respond to IBD's interview requests. But following its earnings release, Roth Capital Partners analyst Philip Shen said in a research report that the company had told analysts that it expects the vast majority of its sales to continue to be in the U.S. and that it "expects to penetrate the majority of the top customers in the U.S." over the course of 2015.

Teaming With Tesla

SolarEdge also this year announced a collaboration withTesla Motors (TSLA) on its Tesla Powerwall in-home stationary battery , which can store the energy from solar panels for later use.

"Together, we are taking the first step towards widespread adoption of integrated solar energy generation and storage in the residential market," Lior Handelsman, marketing and product vice president of SolarEdge, said in a May news release.

Tesla CEO Elon Musk said in the electric carmaker's latest quarterly conference call, in early May, that response to the battery systems has been "overwhelming." At the time, Tesla had taken 38,000 Powerwall pre-orders and 25,000 pre-orders for its larger-scale Powerpack, the latter mostly from utilities.

Jed Dorsheimer, an analyst at Canaccord Genuity, said in a May research report that "Energy storage has the potential to serve as an additional growth driver" for SolarEdge. "We are already starting to see this segment bear fruit, not yet on the top line but with increased visibility from Tesla Energy's recent battery announcement."

U.S. Global Investors' Matousek notes that many solar energy stocks sank along with oil prices in 2014. Given that solar energy is an alternative to expensive fossil fuels, he says, it made sense for investors to anticipate that solar demand would slow as prices at the pump dropped and reduced near-term incentives to shop for lower energy alternatives.

But, he adds, oil prices will inevitably rebound. Already, he says, with the modest recovery this year in crude prices, investor attention has turned back to the solar realm, benefiting the likes of SolarEdge's stock.

When oil prices start climbing substantially, Matousek said, "the solar companies will get talked about even more. ... With energy, people look where they can save. Money goes where it is treated best."

#35

Re: SolarEdge. -SEDG- ¿Opiniones?

Impresionante la racha de SEDG en este último mes. El 30/4 cerró en 25 y ayer en 40: ¡un 60% de subida en un mes! Llevo una semana larga esperando a que corrija para entrar y no hay manera... de hecho, cada día se ma escapa un poco más de mi precio de entrada objetivo.

#36

Re: SolarEdge. -SEDG- ¿Opiniones?

Pues sí. Va como un tiro. Llevo un 40% por ahora, y tiene la pinta en que se planta en 50$ en un plis. El apetito comprador esta desatado. El último articulo yaquie que he colgado argumenta el porque.  

También estoy esperando una corrección para entrar con más cash, me perdí la última y por ahora no llega. A ver hoy, ayer subio casi un 7%, le tocaría corregir. 

"Tate al loro". ;)

#37

Re: SolarEdge. -SEDG- ¿Opiniones?

Aprovechando la revalorización del 2'50% del euro de hoy (¿a qué se debe?) y una ligera corrección del 1% que llevaba el valor, me he echado al monte y he tomado posiciones... espero no ser gafe y que la subida siga en los próximos días.

#38

Re: SolarEdge. -SEDG- ¿Opiniones?

Compro y en una hora cae un 5%... se confirma que soy un 'visionario'.

#39

Re: SolarEdge. -SEDG- ¿Opiniones?

Bueno... no creo que nos tengamos que preocupar mucho por ahora. Yo compre a 29$ creo y al día siguiente me bajo un 6%... y mira, hoy ya remonta un 2%. Da bastantes bandazos, y la volatilidad es alta. 

Pero por ahora la veo fuerte. Igualmente entraste el día que llego a sus máximos de 41$ y pico. Seguro que unos cuantos soltaron papel a fondo y realizaron plusvalias. Harto comprensible, por otro lado. 

Un S2. 

#40

Re: SolarEdge. -SEDG- ¿Opiniones?

Venga... hoy otro 6%... y subiendo. Dos años más a este ritmo y millonario. :D

#42

Re: SolarEdge. -SEDG- ¿Opiniones?

Bonita sesión lleva hoy: firmo que cierre tal como está ahora mismo (+8%).

#43

Re: SolarEdge. -SEDG- ¿Opiniones?

Chicos... he vendido. 

Ya sé que dije que si iba a largo, que sí acción de futuro, que bla bla bla... pero hace días que veo un PER de 160 (hoy 180),  la acción con una volatilidad tremenda, y los mercados otro tanto, y yo con algo de "vertigo" en las tripas, así que pense:

"Tio..., coge la pasta y corre."

He vendido a 40,5. La orden que puse esta mañana por si "colaba" se ha ejecutado. Y continua subiendo... ahora 42,40... "The Sky is the limit" 

Me llevo un 45% a casa, peor podría ser. Si vuelve a bajar, cosa que veo más que probable por la volatilidad de SEDG, la volveré a comprar. 

Auguro volatilidad. Saltos al vacio y sustos de espanto. Nos volvemos a ver en los 35. O no... 

;)

#45

Articulo de Bloomberg o un poco de pumpeo. ;)

 

It’s good to do business with Elon Musk. That’s what SolarEdge Technologies Inc. is discovering, as demand from customers including Musk’s SolarCity Corp. helped the shares double since its March initial public offering.

The company, based in Herziliya Pituach, Israel, is poised to get another boost from Musk, by agreeing to provide components for residential energy-storage systems developed by Tesla Motors Inc.

SolarEdge’s inverters convert the direct current produced by solar panels into alternating current used on power grids. Increasing demand for clean energy has boosted the need for inverters, and strong interest in Tesla’s Powerwall batteries could open up a new market for the company. The storage systems offer customers a way to store electricity produced during the day and use it later.

 

“Grid operators are seeing that there is a consumption peak at night and production peak during the day, so there is a big inefficiency,” Ronen Faier, SolarEdge’s chief financial officer, said in a telephone interview last week. “More and more countries are saying to system owners, ‘we don’t want you to feed energy into the grid. We want you to use your own energy.’ That’s where batteries come in.” He declined to provide a value for the Tesla relationship.

“This started as a technical partnership, with the idea being to design a way to match their battery power to our inverter system,” Faier said. “If there is something that will make solar much more widespread, it’s storage.”

SolarEdge closed at $36.68 Wednesday in New York. They began trading in March at $18 a share.

Goldman’s View

Goldman Sachs Group Inc. analyst Brian Lee expects them to continue to increase, with a 12-month price target of $48.

“We see SolarEdge positioned to see volume upside moving through the second half of 2015 and into 2016 driven by an emerging energy storage opportunity via its partnership with Tesla,” Lee wrote in a research note last month. He estimates that for every 25,000 Powerwall units, SolarEdge will generate over $20 million of sales. The inverter maker reported revenue of $133 million in 2014, up 68 percent from the prior year.

James Evans, a Bloomberg Intelligence analyst, said the Tesla relationship will have long-term benefits for SolarEdge.

“Tesla is a big brand name,” said London-based Evans. “There’s obviously lots of potential even though at the moment this is still quite a small market.”