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JinkoSolar Is Likely To Rebound

July 1st, 2020 · Comments Off on JinkoSolar Is Likely To Rebound

This year is going to be a disappointing year with ASP declines and a substantial decline in the market. While this is disappointing as management promised a robust year as little ago as March, they didn’t take their 2020 shipping guidance down. The Chinese market is likely to rebound towards the end of the year […]

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Tags: JKS

JinkoSolar Is Well Positioned, But We Worry About Cash Flow

July 2nd, 2019 · Comments Off on JinkoSolar Is Well Positioned, But We Worry About Cash Flow

Grid parity, internationional diversification and a recovery in the Chinese market is going to propel JinkoSolar forward. Large capacity additions should help expand margins and shift output further towards premium products (bifacial and mono-christalline). However, given the history of negative cash flow, this remains a worry for us as it doesn’t look like much improvement […]

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Tags: JKS

JinkoSolar’s Rise Isn’t Done

January 30th, 2019 · Comments Off on JinkoSolar’s Rise Isn’t Done

The shares crashed last year on Chinese cuts in market incentives, which led to a 30% ASP decline. However, the volume part of the Chinese market held up much better than expected at the time and is set to recover on both volume and ASP terms this year. Jinko managed this decline very well by […]

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Tags: JKS

Jinko Solar Goes Parabolic

July 30th, 2017 · Comments Off on Jinko Solar Goes Parabolic

Jinko had a disappointing first quarter with most financial metrics deteriorating. However, since February, the shares have moved steadily higher and the latest spurt is near parabolic. This has to do with much higher installations in the first half in China, but it remains to be seen whether it can continue at that torrid pace. […]

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Tags: JKS

Is JinkoSolar The Bright Spot In The Solar Industry?

January 18th, 2017 · Comments Off on Is JinkoSolar The Bright Spot In The Solar Industry?

The solar industry is once again plagued by oversupply and falling prices, affecting the whole industry. Against the backdrop of this, Jinko Solar’s management is surprisingly upbeat. We look at what drives this remarkable optimism. Is JinkoSolar The Bright Spot In The Solar Industry?

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Tags: JKS

January 2016

January 14th, 2016 · Comments Off on January 2016

Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in many of its cities Solar energy is only getting cheaper, so does energy storage, and combined this seems to be the future of electricity generation […]

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Tags: Uncategorized

JinkoSolar Versus The Market – JinkoSolar Holding Co., Ltd. (NYSE:JKS) | Seeking Alpha

January 6th, 2016 · Comments Off on JinkoSolar Versus The Market – JinkoSolar Holding Co., Ltd. (NYSE:JKS) | Seeking Alpha

JinkoSolar stock price has been crushed as if fundamentals are deteriorating rapidly. Yet there is little sign of that happening. Top and bottom line beats, increased guidance by 20%, Jinko is solidly delivering and is likelyto do so forthe foreseeable future. While general market conditions are difficult and the stock is traditionally very volatile, we […]

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Tags: JKS · Solar sector

No Second Solar Slump In Sight

April 29th, 2014 · Comments Off on No Second Solar Slump In Sight

For years, stocks of manufacturers of solar cells, modules and panels have been in the doldrums. Until a year and a half ago, there was a really spectacular and ongoing crash that wiped out equity values in the order of 90% or larger, and quite a few solar companies even went belly-up. Now we have […]

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Tags: Solar sector

JKS still has upside

March 11th, 2014 · Comments Off on JKS still has upside

After a monumental rise the last two years, shares in JKS still have further to run. There are considerable risks, but we think these are outweighed by the opportunities. The solar market is expanding, less dependent on subsidies, and panel prices and margins still move in the right direction. And big opportunities lie in distributed […]

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Tags: JKS

Italy spoiling the solar party?

February 28th, 2011 · Comments Off on Italy spoiling the solar party?

Looks like it, but it remains to be seen how serious this is. We’ve been here before..

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Tags: Solar sector