2010年德国光伏行业展望

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【出版时间及名称】：2010年2月德国光伏行业研究报告
        【作者】：德意志银行
        【文件格式】：pdf
        【页数】：93
        【目录或简介】：
Table of Contents
Executive summary ........................................................................... 4
Peer group.......................................................................................... 6
Germany’s FIT program .................................................................... 8
Scenario analysis ............................................................................. 12
Portfolio............................................................................................ 20
Global demand update ................................................................... 22
Scenario impact and EPS sensitivity for sector stocks ................ 25
Europe coverage stocks .................................................................. 27
REC Group: Hold (NOK32 target price).......................................... 28
Solarworld: Hold (E14 target price) ............................................... 32
SMA: Hold (E72 target price).......................................................... 37
Q-Cells: Sell (E9 target price).......................................................... 44
Phoenix Solar: Hold (E39 target price)........................................... 48
Conergy: Sell (E0.55 target price)................................................... 53
Solon: Sell (E6 target price) ............................................................ 56
PV equipment .................................................................................. 60
Centrotherm: Buy (E48 target price) .............................................. 63
Roth & Rau: Hold (new E29 target price; E32) .............................. 66
Manz: Sell (new E55 target price; E48) .......................................... 75
US coverage stocks ......................................................................... 82

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关键词：光伏行业 Sensitivity Executive Portfolio Equipment 行业 展望 德国

好东东，买不起啊。。。