Jinko Solar (JKS)

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…

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…

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…

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…