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  • Trade view / 12 November 2015 at 4:42 GMT
    Strategic trade

    JinkoSolar set to buck rivals' earnings trend

    China Watcher / Shanghai
    China
    Solar energy firm JinkoSolar has suffered a near minus 10% fall this week as a result of disappointing earnings from smaller domestic rivals. However, I fully expect that it will report strong third-quarter earnings as it is in a strong position to benefit from imminent demand from both China and overseas.
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  • Trade view / 22 October 2015 at 0:56 GMT
    Strategic trade

    Boost to Jinkosolar from China's five-year plan

    China Watcher / Shanghai
    China
    China’s government will next week discuss its agenda for the upcoming five-year plan. Clean energy looks set to be a major focus and overseas investors can get exposure through Chinese solar energy firms listed in the US. The top firm in the industry is Jinkosolar, with one of the lowest cost per watt figures and strongest downstream business.
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  • Article / 14 October 2015 at 1:00 GMT

    Debt-laden Yingli kicking the can down the road

    China Watcher / Shanghai
    China
    Debt-laden Yingli kicking the can down the road
    Yingli Green Energy announced that it has paid off two thirds of a $157m medium-term note debt. As positive as this may seem, more debt deadlines will be approaching over the coming months. The payment came from asset fire sales, which suggests that the firm is in serious danger of being crushed by its own debt.
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  • Trade view / 06 October 2015 at 3:30 GMT
    Strategic trade

    Sunny conditions ahead for Jinkosolar

    China Watcher / Shanghai
    China
    Jinkosolar is in a strong position to benefit from both domestic and international demand for alternative energy, and this should be boosted by the perceived subsiding of Chinese macro concerns, which have dominated the price action of US-listed Chinese firms.
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  • Trade view / 21 September 2015 at 23:16 GMT
    Strategic trade

    Falling volatility brings new glow to Jinkosolar

    China Watcher / Shanghai
    China
    The volatility seen in US-listed Chinese equities seems to be subsiding after two months of difficult trading. Solar energy firm Jinkosolar remains in a strong position in the domestic market, and looks set to capitalise on the demise of its rival, Yingli Solar.
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  • Trade view / 10 September 2015 at 1:41 GMT
    Strategic trade

    Jinkosolar's future burns bright on Yingli's demise

    China Watcher / Shanghai
    China
    As Chinese solar panel manufacturer Yingli Green Energy posted another set of poor results, the firm looks likely to end the year in the OTC markets or even in bankruptcy. Market leader Jinkosolar will be looking to capitalise on this, with Yingli’s downstream business being a likely target.
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    4y
    Kaito Kaito
    Neil

    I agree with you. Yingli potential of going bankrupt will undoubtedly push other solar stocks up.

    Just curious, why JKS? What do you think of CSIQ?

    Thanks
    K
    4y
    Neil_Flynn Neil_Flynn
    JKS is a market leader, and i am bullish on the downstream business within China. Given that JKS has the best downstream infrastructure and is probably second...
  • Trade view / 01 September 2015 at 1:04 GMT
    Strategic trade

    Jinkosolar: Playing the dubious relationship with oil

    China Watcher / Shanghai
    China
    The positive relationship between solar energy shares and crude oil is dubious, because the two aren’t direct energy competitors. But the market trades as though they are, so after the strong performance of crude over the past three days, investors should expect the relationship to hold. Jinkosolar is one of the strongest firms in the industry and it should be a beneficiary of oil’s rally.
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