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Showing content with the highest reputation on 03/10/2017 in all areas

  1. 1 point
    Basically the concern with CSIQ after JKS deleveraged balance sheet and reach close to $30 book value per share is that it stands out in valuation. I did an IRR analysis of shareholder value growth the past 11 years (we are getting some significant history to work with now) and the rank is: JKS, FSLR, CSIQ, JASO. Then looking at PB you have: CSIQ, FSLR, JKS, JASO. Between CSIQ and JKS CSIQ is higher priced for less performance. The other have either less risky BS or bigger discount motivating their PPS.