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JinkoSolar (JKS)

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Guest ILOVEPV

volume does not matter. With their power they can move any stock to any direction in a big scale. I've seen stocks with daily trading volume of $1B moved 20% down or up on no news.

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Guest eysteinh

If jinkosolar has next up q4 numbers perhaps a recap of q3 is in order. (my numbers) Processing cost 0.47 polysilicon cost 0.12 sg&a r&d 0.11 interest cost 0.03$watt Total cost 0.73 $/watt. without interest 0.70. ASP Below 0.65$/watt * some of it sales of cell and wafer. (shipments 280MW moduler and 30.1 mil $ opex) Since there was a bit wafer/cell sales this affects ASP calculation. sources: http://phx.corporate-ir.net/phoenix.zhtml?c=234421&p=irol-newsArticle&ID=1760611&highlight= http://ir.jinkosolar.com/zhen/upload/201211200456227904.pdf

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Guest larryvand

I know. Last year they reported Q4 2011 on March 8th, 2012. This year they are a month late. BTW, doesn't that violate the SEC rules?

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Guest littleguyintucson

It is never a good sign when it takes the so long to get their books in order.

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Can I suggest something? please check the News tab at the menu. There are RSS from SPVI and other magazines. Posting headlines, which are already posted there is a duplication. So please explore the tab. If there is a comment to be made on the link that makes more interesting. It is a suggestion. thank you

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Guest Lepv123

Just curious. It ran up the most, but also fell the most nearly 60%. Looks like a good entry here.

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Guest spinvestor

Good sign for the top players. Wonder if they are using CDB's endorsement to attract interest for debt issuance later this year or early next year. As the industry sorts itself out over the next 1-2 years, I would expect Tier 1 players to try and get further out on the curve (not necessarily 15 years) as they look to get more stability on the liability side.

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Guest ILOVEPV

yes, I bought a little bit for $4.01 yesterday starting building a long position. I feel a further downside is still ahead so no reason to buy all the position planned in 1 shot.

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Guest solarcat

JKS reports April 10th and so far every solar sold off after earnings. But considering how far all solars and JKS has dropped maybe it will go up no matter what they report.

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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.

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JKS might just cause I spark. I don't own any but here is my thinking. They are reporting very late but this also gives a ton of updated clarity on where ASP is headed and how markets are trending. Expect some very bullish comments regarding china and japan.....

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