Jinko Solar (JKS)

August 24, 2022

Q2 Earnings Preview: Full Model Revamp Suggest Top–Bottom-Line Miss on Deck This Week; SELL

By Gordon L. Johnson II

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July 8, 2022

Expected ASPs, Costs, & Shipment Mix Suggest a Cut to Consensus Estimates Is on Tap… Maintain SELL

By Gordon L. Johnson II

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December 2, 2021

Three N-Term Catalysts that Could Surprise to the Downside, but We Recommend Investors Not “BTFD”

By Gordon L. Johnson II

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September 27, 2021

Jinko Surreptitiously Cut its 3Q Top-Bottom-Line Guidance Just 8 Days After Offering It; This is Bad

By Gordon L. Johnson II

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September 16, 2021

Jinko Guides to Heavy GAAP EPS Loss & -364bps QoQ GM Collapse in 3Q21; is this a “Growth” Stock?

By Gordon L. Johnson II

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June 24, 2021

Earnings Preview: Margin Pressures Seen through 2Q, but Likely Drop in ASPs May Prevent Any Rebound

By Gordon L. Johnson II

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June 14, 2021

Jinko Shares Being Driven by Targeted Short Squeeze from European Long-Only Fund (Not Fundamentals)

By Gordon L. Johnson II

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April 12, 2021

EBITDA Crashes as Growth Guided Firmly Lower Amidst Sharp Jump in OPEX-Watt; This Isn’t Sustainable

By Gordon L. Johnson II

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April 8, 2021

Is Jinko Solar About to Put Fourth “Troubling” 1Q Guidance, Sending its Shrs Tumbling Lower?

By Gordon L. Johnson II

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March 26, 2021

4Q20 Earnings Preview: Our Cost-Benefit Analysis Provides a Bird’s-Eye View into 4Q20-1Q21

By Gordon L. Johnson II

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December 30, 2020

JKS’ Chairman-CEO Just Dumped 25%-19% of Their US Shrs; if You Hold JKS US Shrs, is Dilution Fated?

By Gordon L. Johnson II

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December 8, 2020

Accounting Shenanigans Abound Evidenced by -$88mn in 3Q FCF Burn vs $144mn in EBITDA; Do Bulls Care?

By Gordon L. Johnson II

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October 26, 2020

Despite a 92% Volume CAGR ’09-’20, JKS Has Burned Cash Every Yr Except One; Cashless Growth = “Trap”

By Gordon L. Johnson II

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October 7, 2020

Priced for Perfection and Riding the “Biden Balloon,” Jinko’s Stock Is in Fantasy Land

By Gordon L. Johnson II

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September 21, 2020

We Believe Investors are Naive to Chinese Security Law Disallowing A-Shrs Used as a U.S. “Piggybank”

By Gordon L. Johnson II

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