Accumulate Trina Solar (TSL) on dips
Solar Grid parity is near, China embarking on massive expansion, shake-out in the industry is favouring the strongest players, with the lowest cost panels and healthiest balance sheets, like TSL..
Solar Grid parity is near, China embarking on massive expansion, shake-out in the industry is favouring the strongest players, with the lowest cost panels and healthiest balance sheets, like TSL..
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
Remarkable indeed!
What’s the matter?
After all that talk of drastic subsidy cuts in Italy brought the sector down, now we have a couple of nice surprises..
The only top level solar which is gaining market share. We couldn’t have said it better ourselves..
Good metrics, what’s not to like? Q4 EPS of Trina actually exceeded those of First Solar, whose stock price is more than five times as high..
Smashing estimates.
See that chart..