- 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 and utility scale projects, these enjoy much higher margins and are not cyclical.
JKS still has upside
March 11th, 2014 · No Comments