December 3, 2024
Jinko Solar’s Stock has Surged Since the US Commerce Department’s Release of its Preliminary Anti-Dumping Rates Last Week; is it Justified? In short, when looking at both JKS’: (a) preliminary Malaysian Countervailing Duties (link) of…
October 29, 2024
JinkoSolar Reports Q3 Earnings Before the Market Opens Tomorrow. Ahead of JKS’ 3Q24 earnings report this Wed., below, using intra-quarter movements in solar poly-Si, wafer, cell, and module prices (as well as the company’s Q3…
March 7, 2024
So… is Jinko Solar Still a Good Short, or Has that Train Left the Station? In the analysis that follows, we update our views on global solar wafer/cell/module bellwether Jinko Solar, to include: (a) our…
December 8, 2023
How’d Jinko Solar Fare in 3Q23? In 3Q23, JKS reported rev/GM%/non-GAAP EPS of $4.4bn/19.3%/$2.55 (Street $4.2bn/14.95%/$1.18). And, on those results 10/30/23, we’ll remind our readers that JKS’ share price surged +10.3% (while the lion’s share…
July 18, 2023
Is 2H23E Setting Up as Among the Best Opportunities in Years to Short Solar Stocks (and Particularly the “Parts Makers”)? In the analysis that follows, we attempt to address the question posed above, as well…
March 30, 2023
In Light of its Sizeable Q4 adj.-GAAP EPS Miss ($0.82A vs. $1.20 est.), is the Street Still Too Optimistic? With global high-efficiency mono PERC module prices already down -8.8% YTD (vs. a full-year 2022 fall…