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Hanwha Q CELLS (HQCL)

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HQCL reported today and the transcript is out. They are suggesting the decline in input costs is going to more than offset the decline in module price that will help in the gross margins. That is similar to what JKS has indicated for the second half.

https://seekingalpha.com/article/4198574-hanwha-q-cells-co-ltd-hqcl-ceo-seong-woo-nam-q2-2018-results-earnings-call-transcript?part=single

and for Q3 and Q4 following the subsidy cuts in China, we expect ASPs to go down. But we believe that that's going to be accompanied by a corresponding decline and input prices such as wafer and other raw materials for cells and modules.

So the margin outlook actually is expected to improve for the second half of 2018, especially given that we have a lot of shipments to take place in value added markets such as European state. 

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The thread for Hanwha has been moved. I also deleted a company called Sunworks due to price of 40 cents per share. 

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