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SolarEdge. -SEDG- ¿Opiniones?

121 respuestas
SolarEdge. -SEDG- ¿Opiniones?
SolarEdge. -SEDG- ¿Opiniones?
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#91

Re: SolarEdge. -SEDG- ¿Opiniones?

¡¡Gracias!!

Lo que estoy haciendo no tiene nada raro y pide poco esfuerzo. Hago un "hold on" de libro, aguantar con unas perdidas latentes del 25%. Peor podría ser, prefiero quedarme pillado en una solar que en una tabaquera. 

 

#93

Re: SolarEdge. -SEDG- ¿Opiniones?

calla calla... que estoy más asustado que un cura en un congreso anarquista. 

 

#94

Re: SolarEdge. -SEDG- ¿Opiniones?

Ánimo que eso parece que aguanta, todas las solares para abajo excepto la tuya.

Acabo de entrar en SUNE a 16,16, a ver si pillo un buen rebotito. No me parece que los resultados merezcan este castigo.

#95

Re: SolarEdge. -SEDG- ¿Opiniones?

Pues lleva un buen rapapolvo. Entiendo que en parte se explica por los resultados de Tesla. ¿Hay alguna otra razón?

#96

Re: SolarEdge. -SEDG- ¿Opiniones?

Tesla ha caído un 11% mientras que SUNE lleva una caída entorno el 50%.
Sun Edison es un gigante en energías renovables y líder en este sector, con una gran diversificación geográfica. No entiendo esta caída, pero a veces los movimientos en bolsa son irracionales.

#97

Re: SolarEdge. -SEDG- ¿Opiniones?

Yo no la sé.

Basicamente lo atribuyo a su fuerte revalorización post-IPO, ahora corrige. Aunque el volumen excesivo que tiene tanto en las bajadas como en las subidas me tiene muy despistado. 

#98

Re: SolarEdge. -SEDG- ¿Opiniones?

He reflotado el hilo de SUNE para hablar de la empresa.

Hoy voy a comprar unas cuantas. Creo que un 50% de dte, y sobre todo el -35% que lleva en dos días es demasiada sobreventa. 

 

#99

Re: SolarEdge. -SEDG- ¿Opiniones?

Buena idea, para no mezclar temas como me ha pasado a mi relacionando SUNE con TESLA, cuando la relación es con SEDG

#100

Re: SolarEdge. -SEDG- ¿Opiniones?

 

FREMONT, Calif.--(BUSINESS WIRE)--SolarEdge Technologies, Inc. (NASDAQ:SEDG) today announced its financial results for the fiscal fourth quarter and year ended June 30, 2015.

Fourth Quarter and Full Fiscal Year 2015 Highlights

  • Record revenue for fiscal Q4 2015 of $98.4 million, up 13.9% from the prior quarter and 120.8% from fiscal Q4 2014. Record revenue for fiscal year 2015 of $325.1 million, representing a 144.0% year-over-year growth
  • GAAP gross margin of 28.7% for fiscal Q4 2015 and 25.2% for fiscal year 2015
  • GAAP net income for fiscal Q4 2015 of $9.3 million, and net income for fiscal year 2015 of $21.1 million
  • Non-GAAP net income for fiscal Q4 2015 of $13.8 million and net income for fiscal year 2015 of $29.4 million
  • 284 Megawatts (AC) of inverters shipped for fiscal Q4 2015 and 920 Megawatts (AC) for fiscal year 2015

“We completed fiscal 2015 with strong execution on all fronts. We successfully grew our business with our existing and new customers and generated record revenue for the fourth fiscal quarter and the entire fiscal year. Our increased manufacturing capacity coupled with continued cost reduction, brought gross margins to a quarterly and annual record. These revenue and cost reduction initiatives generated strong bottom line results; consecutive profits in each quarter of fiscal 2015 and strong cash flow from operations,” said Guy Sella, Founder, Chairman and CEO of SolarEdge.

Fourth Quarter 2015 Summary

The Company reported revenues of $98.4 million for fiscal Q4 2015, an increase of 13.9% from the prior quarter and 120.8% from fiscal Q4 2014.

GAAP gross margin reached 28.7% for fiscal Q4 2015, up from 27.4% in the prior quarter and up from 19.6% in fiscal Q4 2014.

Non-GAAP gross margin was 28.9% for fiscal Q4 2015, up from 27.6% in the prior quarter and 19.6% in fiscal Q4 2014. This growth was mainly driven by cost reduction measures that were realized this quarter and reduced use of air shipments to a minimum.

GAAP operating expenses were $16.4 million for fiscal Q4 2015, or 16.7% of revenue, an increase from $13.9 million, or 16.1% of revenue from the prior quarter and an increase from $11.2 million, or 25.0% of revenue when compared to fiscal Q4 2014.

GAAP operating income was $11.9 million for fiscal Q4 2015, up from $9.8 million in the prior quarter and up from an operating loss of $2.4 million in fiscal Q4 2014.

GAAP net income was $9.3 million for fiscal Q4 2015, up from $6.0 million in the prior quarter and up from a net loss of $3.0 million in fiscal Q4 2014.

Non-GAAP net income was $13.8 million for fiscal Q4 2015, an increase from $8.7 million in the prior quarter and an increase from a net loss of $2.8 million in fiscal Q4 2014.

GAAP net diluted earnings per share (“EPS”) was $0.21 for fiscal Q4 2015, up from $0.01 in the prior quarter and up from a net diluted loss per share of $1.08 in fiscal Q4 2014.

Non-GAAP net diluted EPS was $0.31 for fiscal Q4 2015, an increase from $0.20 in the prior quarter and an increase from a net diluted loss per share of $0.10 in fiscal Q4 2014.

As of June 30, 2015, cash, cash equivalents and restricted cash, totaled $148.4 million, compared to $138.8 million on March 31, 2015. As of June 30, 2015, the Company did not have any debt.

Full Fiscal Year 2015 Summary

For the full fiscal year 2015, the Company reported:

  • Revenue of $325.1 million, representing a 144.0% increase from fiscal year 2014
  • Gross margin of 25.2%, compared to 16.5% in fiscal year 2014
  • Operating expenses of $53.5 million, up 32.7% from fiscal year 2014
  • Operating income of $28.3 million, compared to an operating loss of $18.4 million in fiscal year 2014
  • GAAP net income of $21.1 million, compared to a net loss of $21.4 million in fiscal year 2014
  • Non-GAAP net income of $29.4 million, compared to a non-GAAP net loss of $20.4 in fiscal year 2014
  • GAAP net diluted EPS of $0.27, compared to a net diluted loss per share of $7.64 in fiscal year 2014
  • Non-GAAP net diluted EPS of $0.77, compared to a net diluted loss per share of $0.76 in fiscal year 2014

Outlook for the First Fiscal Quarter 2016

The Company also provides guidance for the first fiscal quarter of 2016 as follows:

  • Revenues to be within the range of $108 million to $112 million;
  • Gross margins to be within the range of 27% to 29%.

 

#101

Re: SolarEdge. -SEDG- ¿Opiniones?

 

SolarEdge Results Surpass Estimates, Outlook Strong; Stock Up 9%

 

Inverter solutions provider SolarEdge Technologies Inc (SEDG) on Wednesday reported fourth-quarter net earnings of $9.3 million or $0.21 per share compared with a loss of $3 million or $1.08 per share last year.

Excluding items, adjusted earnings for the quarter were $0.31 per share compared with a loss of $0.10 per share a year ago.

Revenues for the quarter were up at $98.4 million compared with $44.6 million in the prior year.

Analysts polled by Thomson Reuters estimated earnings of $0.22 per share on revenues of $95.2 million for the quarter. Analysts' estimates typically exclude special items.

Gross margin improved to 28.7% from 19.6% last year.

For the first quarter, the company expects revenues of $108 million to $112 million, while analysts expect $101.7 million.

SolarEdge makes DC optimized inverter systems for solar PV installations.

by RTT Staff Writer

For comments and feedback: [email protected]

 

#102

Re: SolarEdge. -SEDG- ¿Opiniones?

Pinta que hoy sube. A ver si dejo de estar "pillado" y paso a estar en verde de una p* vez. 

En el pre- +11%. 

Veremos... 

#103

Re: SolarEdge. -SEDG- ¿Opiniones?

En USA están super optimistas, incluso hay un nerd que dice que un Yuan barato favorece las ventas de SEDG, vaya tontería. 

Creo que decir esto es igual que decir que en el Sahara llueve y que por eso las acciones de Philip Morris van a caer un 3%... 

Tengo la sensación que están fumando LSD mientras hacen trading. 

 

 

#104

Re: SolarEdge. -SEDG- ¿Opiniones?

Hoy vas a triunfar.

#105

Re: SolarEdge. -SEDG- ¿Opiniones?

Nada nada... suerte si no acabamos el día en rojo. Estas no vuelven a 42 ni por Navidades del 2020. 

Hoy el que triumfa eres tu con las SUNE. 

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