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As expected, they all move as a pack.

I think JKS would reach profitability before than TSL.
JKS is running at 100% utilization rate some months ago, with just 1.3GW module capacity, they now have more demand than they can deliver, so they are selecting who are selling to, placing their modules where they can earn more (maximizing ASP).
At the same time, they buy almost all their poly on the spot market, in relative large amounts (for spot market), so they probably can get the lowest prices of the spot price range (better than any contract, at least for the moment)..
And they are also very focused in getting down processing costs, they do not spend so much in R&D, but keep buying new equipment from top notch technology developers like GT Solar..
I don´t know if they can back to black in Q1 or Q2 or Q3, buy I think JKS can give a good surprise this wednesday.. just MHO

Quoted from "Dan"

JKS is running at 100% utilization rate some months ago, with just 1.3GW module capacity, they now have more demand than they can deliver, so they are selecting who are selling to, placing their modules where they can earn more (maximizing ASP).

Well based on latest export data (if correct), both 1.3GW capacity and selling into highest ASP markets are debatable.

Well, that`s the CEO words:
"Chen said his New York Stock Exchange-listed company is now dealing with
more orders than it can handle, and production can't meet demand even
at full capacity. Jinko therefore can be selective when accepting
orders, and focus on those with higher profit margins from long-term
clients, he said."

http://www.ecns.cn/business/2013/03-12/53677.shtml

Unfortunately, the latest export data is for February (not March) and per that data their annual capacity is greater than 1.3GW and they shipped nothing into the highest ASP market.

PLEAASE These are trade secrets. Use the discussion board for buyers of the data. Whoever wants the inside scoop on customs shipment registration ahead of earnings please buy the data. It is worth thousands and it only costs 27 Canadians.

I tried to be as general as possible without providing specifics.

It is best to be comparing Chinese solars while also looking at explo's post. There are clearly some who have and are doing better than others.

EXPLO and any other experts in SOL, do you (guys) believe that there

Well Lepv123, if I did not believe that I would have sold out (it almost hit my average of a very large position). Having said that, if I have known then (past February) that stock would fall to $4 in just over one month, I would have sold out and then doubled position last week. Of course the rules of the game are if they run a stock up 500% in 6-7 months time frame - you must sell or "they" will punish you. So take it for what it is - no one here knows, everything is a guesstimate only.

JKS used to be an excellent "traders" stock with daily moves of 10% or more in both directions due to very low float with good EPS in 2010-11. I believe those days will be revisited once they're profitable again. Just have to wait till Wednesday and see if an expected headline miss will bring stock lower to buy more (to average down). Recent low of under $4 just missed my buy order. Why did they bring it up 20% yesterday? I have no idea. Judging from the passed, it could be an ER lick on a positive side (I'm pessimistic of that) as well as give "them" room (this is my guess) to bring it back down again tomorrow (at least initially). We shall soon see.

A bit confused by the CC. They expect to ship above nameplate, implying 100% utilization - good. Still the lowest producer (or at least among them) - good. Low opex and no plans to expand (they'll buy instead in China, if opportunity presents itself - do they have money for it?). Now, not so good. Very low cash position, still. Still low ASPs (relative to others). I did not get vibes of them being profitable (unlike from TSL and CSIQ calls) this year. However if they will, stock should fly due to low float.

All it means that they'll be 100% utilized, which is great (but so are TSL, CSIQ, SOL, YGE). They do have low opex. ASPs will determine their profitability. They are confident they will be a survivor (thanks God). As before, low float will move PPS fast and greatly. Direction will depending on ASPs(profits or still losses) .