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