- 2015 installations is going to be way bigger than 2014
- Chinese govt are really serious about controlling air pollution and will be massively investing in renewables
- DG is more profitable than utility scale, so the Chinese solar will become more profitable.
- Demand for solar is increasing around the globe, specially India where domestic companies can meet 10-15% of the projected target. Most of the panels will come from China.
- The major solar companies are already sold out for the first 1/2 of the year.....expect capacity increases.
- The valuations of JKS, TSL is extremely cheap (PE 1/3 of Sunpower). The forward PE is much lower than current PE showing the undervaluation. If they miss earnings it's already priced in.
- 2015 will also be the year where Yieldcos will be launched by JKS, TSL and going forward they will have a lor more projects to drop than FSLR or SUNE or SPWR.
The stock price can be easily manipulated based on the number of shares. So don't get manipulated into selling these think of the long term potential for these stocks given what is going on in the world.
Sentiment: Strong Buy
I'm not sure hat your talking about, partnership. On large projects I thought they used percentage complete so revenue can be recognized on several Qtrs
Kingfrog, the partnership is now in place. JKS picked up about $891 million for the about 713 MW that were done at the end of Q4. This is a wash because it cost about $891 million to build the plants, however JKS will save interest which will more or less offset the 45% loss in income from selling power. However, JKS will pick up about $7 per share before taxes on the 45% of the plants it now doesn't own. Even thou JKS loves to under state everything, I don't think JKS will have a choice but to state the gain given the taxes. I think the people with the puts will be put out and out of the money.
Sentiment: Strong Buy
correction...Q3 earnings were in line at.71 when subtracting a $25m tax benefit. And revenue from down stream will NOT be recognized as revenue.
the more downstream they have, the less revenue and less earnings. However based on the Q3 transcript they will be including downstream as sales. Too much downstream and they miss earnings. Even though they should not be measured that way. SUNE is working on having no solar revenue, but will have some, they miss estimates each Qtr. Looking back at the trading action in11/20 Q3 when JKS beat big on earnings and light 40mw on revenue, it traded bad on earnings day, but recouped big on 11/21. Looking at options, there is a big open interest on the $20 Puts, 2000 contracts, trading last at .70 which is big bets on a miss. Someone early Fri on stocktwits said there is a 11% move in either direction based on options.
This is a country people from all over live freely. There should be no foul play in the market at all. This is crucial and should not be promoted at any cost.The US trade commission is responsible for this ultimately and other agencies too.
Each one of us individual traders should do something to act against this
Axiom is not famous, neither is Gordon Johnson.
Why we should listen to GJ, not most of other analysts which give a target price which is 70% higher.
Let the poor Gordon to make a living by backing short sellers.
anti china nuts creating confusion to individual traders. machine is left to do the trading for china stocks and solars as usual. how long will this go on ? JKS, TSL, CSIQ should leave this us market. get out..
and this is the game on wall street: - shorts .. what shorts ?? axiom is a dummy ext of the system. why can they go after an american company... thousands of them. for them business is growing forever ? come on . they influence the market and manipulate everything. b'cause they have the ways and means to play the sucking game forever. anti china #$%$....s.
Wall Street is not anti-China solar. Only Axiom and Gordon Johnson. And they are not anti-China. Look at Alibaba. He puts a bearish spin to everything. Solar is about 1% energy mix. He said that it can only be 30% and that it won't grow forever. What a bias!!!! What business is guaranteed to grow forever? Also, the shares are dirt cheap and price in no growth. ALSO, growing 3000% is a pretty good opportunity. I can't believe other analysts don't call him out. Whatever the positive news is, there is always an irrational bearish spin put to it. These guys are not analysts, they are short sellers.
check out 5 year chart. No solar stock has done better then JKS. SUNE is close, and then CSIQ. all three are good investments.
it all comes down to whether the company is here in usa or not. wall street and the crooks are unbelievably
biased and prejudiced to do this to non american companies lilsted here. you don't know what's go'n on. Never in the history of the market things like this happened. beware.. this is much much scarier than you think.
I wish if this is a us company it would be at least 75 dollars.. what a joke. what a tragedy & the management of this company is waiting to see if it can get more institutional ownership by keeping it down
sentiment will change soon. JinkoSolar is the best value play in the solar industry. The module business and the downstream business are both doing extremely well. JinkoSolar profits are not only here to stay, but to grow substantially. Be patient, the company has a very bright future. It is not a matter of if, but when the stock price will catch up with value and provide returns for you and me.
if they are against china stocks why the .... they are allowed to be listed here in the US market. all american solars are up but no chinese solars. the tariffs, oil bull.. .. , they find all sort of ... cking reasons to keep it down. and the market is all time highs for bio techs, health care, financials for no valuation or whatever.. this has to stop.
I don't get it. There is no real correlation to Solars and Oil, but they have trended down significantly with oil. Today oil is up and solars are down. So they trend down with oil, but not up. Makes no sense.
I am done responding to your uneducated guesses that lack any research or statistics. You just randomly guess that the stock is going to fall. Time for you to go on ignore.