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ReneSola, a Short Term Trade?

SOL

Potential trade for Q3
Short term it might be a good trade for ReneSola Ltd. (ADR)(NYSE:SOL). Right now, with almost just one vertical and outsourcing model, SOL has more GM than 2-3 vertical integrators like TSL and JASO.
In the longer term, this is going to change. One event is China's demand picking up which would add overall GM and another event is the final removal of global tariff would make own capacity more valuable.
SOL now is valued at $335M vs. JA Solar Holdings Co., Ltd. (ADR)(NASDAQ:JASO) $495M market cap and SOL has an even higher enterprise value price tag than JASO, at this time. SOL's weak balance sheet limits its ability to expand and also limit its exposure to downstream business.

In short, SOL might be a good bet in the coming Q3 but I am not that aggressive putting my money in an un-investable name.

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