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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Italy spoiling the solar party?
Looks like it, but it remains to be seen how serious this is. We’ve been here before..