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realfast95

05/19/14 10:21 AM

#99 RE: squashjohn #98

I'm afraid of JKS. Even if they report good earnings, Q2 is the concern. I'm trying to find why it's up today.
There was an article, here

Sunday, 18 May 2014 00:00
Not Sold on Solar Demand Collapse in China –Undervalued Situations’ Review

http://solarpvinvestor.com/spvi-news/910-not-sold-on-solar-demand-collapse-in-china-undervalued-situations-review

But the whole thing is defensive. Without any definitive positive.


PS: I also am concerned about FX or currency. HSOL got hit hard and they are big in Japan. JKS might be big there as well.

PSS: all my solar is in SUNE. Following the big boys. Only SPWR comes close to hedgefund ownership.