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Everything posted by pg6solar

  1. pg6solar

    CEDR Posts

    Thanks for clearing it up, Odyd. I just read your article that explains that JKS did expend from 1200 to 1500.
  2. pg6solar

    CEDR Posts

    Just compared February data to January. JKS' yearly capacity stated at 1,500 MW. Is that correct? I know they exited the year with 1,200 without any expansion plans. Did they ever announce it? I know I'm not supposed to state numbers since some that bought February might not have bought January. So I'll try to be as vague as possible. Did CSIQ state that they will increase yearly capacity to 2,100 from that other number? And HSOL actually shown as decreasing slightly. Any color on that too, anyone? Thanks.
  3. I tried to be as general as possible without providing specifics.
  4. 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.
  5. Well based on latest export data (if correct), both 1.3GW capacity and selling into highest ASP markets are debatable.
  6. As expected, they all move as a pack.
  7. I would not touch Dq stock nor the company. As far as Jaso's low float. CSIQ's is almost as low, while JKS' is a half. As per February export data alone, its easy to see which two of the three are "up" there. Add brand recognition (as a module supplier) and there is nothing left to add. I think China-11 is fast becoming China-5 plus 1.
  8. The "problem" with DQ stock is its low float - its impossible to buy (enough of) it low and then sell it all high.
  9. Well JKS dropped (from recent highs) the most (DQ excluded), but it also "ran" the most (DQ excluded) and is the only solar 11 still at double of (relatively) recent lows. Do not know what to make of such a late ER (they normally reported early relative to others). Headline is almost guaranteed to be as bad as others, so (at least) initial drop is likely. Interesting what kind of analyst "interest" will be shown. Will be known soon enough.
  10. Yes. (Renesola is not the only solar company out there).
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