m*****i
发帖数: 4342 | 1 Basically, I used last quarter's number as a reference. In theory, when the
sales is going up, the net earning as a percentage of sale should go up.
LDK expected the revenue was around 3.5-3.7 billion for this year, used 18%
net profit from last quarter and middle sales number 3.6 billion dollar, the
profit before tax and interest should be around 648 million dollar for this
year.
Interest expense is around 90 Million dollar so the profit before tax is
around 550 million. and use 15% tax rate, the net is around 470 million
Total number of shares is around 135 Million, so the net is around 3.50/Per
share.
I don't have the depreciation/Capex number. I guess most of their CAPEX was
done last year. | s8
发帖数: 424 | 2 计算很粗糙， 但也不错。
等这一波过去， 下面LDK的看点是它的IPO. | K***l
发帖数: 724 | 3 那就是说，即使是按今天收盘价，12.33，除以3.5 net per share，P/E只有3.5? 这不
是白菜价？ | d*****d
发帖数: 590 | | m*****i
发帖数: 4342 | 5 Basically, the earning should be 3+ for the year. SO I will take my chance.
Plus, If you look at the LDK, the earning/revenue had been revised upward
for a while.
【在 K***l 的大作中提到】
: 那就是说，即使是按今天收盘价，12.33，除以3.5 net per share，P/E只有3.5? 这不
: 是白菜价？
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