cash flow driven by higher earnings and a partial closure of the unexplained
gap between earnings and cash in H1
yep - konsensus skal ned på sales, EBIT
men frygten for en kapital udvidelse kan fordampe
Q3
saw a reversal of that and a normalization of SG&A costs which spiked in
Q2. The high level of capitalization of R&D costs continued.
analytikeren kommer dog ikke med nogen klar anbefaling i hans rapport...lol
Har bestemt mig for, hvad jeg tror på og vil focuserer på .. Vestas har øget markedsandele .. kommer ud med ok tal (i en tid hvor flere
konkurrenter har det virkelig svært ) og de er præsente i alle de vigtige lande ..
citi: We see some positives in the Vestas results, in the stronger
quarter and the capacity reduction actions.
However, we still see consensus
downgrades to 2011E as likely and the valuation on a P/E of c27x 10E remains
aggressive for a company where the growth rate is reducing versus history. We
retain our Sell rating and our Target Price DKr175.
så med andre ord er du inde anmikk
og meget langt henne i flere store ordrer-runder ..
ja .. og har bestemt mig for at holde nu og se tiden lidt an ..
prøver at finde et entry, men den er ikke til at styre den aktie.Frygter lidt vi skal ned
vi er kun 1 time inde i handlen
den er helt ustyrlig
kunne vælge bare at gå ud nu .. uden skrammer .. men det giver slet ikke menig .. ..
hvis man tænker vestas de næste 2 år tror jeg man kan regne med en pæn stigning
på baggrund af dagens ok nyheder
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