News Focus
News Focus
icon url

2morrowsGains

08/06/09 9:53 AM

#111 RE: Knowledge is King #109

KiK, CSIQ sure had a nice earnings report and they even raised their outlook. Not sure what you mean by implications for WEMU, but it would be nice to see WEMU match their EPS and raise guidance also.
I remember you had WEMU on your earnings shopping list. Are you in?
icon url

RyanW439

08/06/09 9:11 PM

#114 RE: Knowledge is King #109

Not sure if an upside surprise can be seen from CSIQ, but CSIQ was able to raise the asp of their panels. I do think that we could see an upside surprise to 09 revenue/earnings estimates. I recall them saying that the 100M did NOT include any sales in USA, so they should be revising these north. If they too are able to raise the asp, that would increase margins and revenue as well.. I guess we have another week or so before we find out.