By Casual Analyst : JA Solar ( JASO ) filed a shelf registration for $250M on Monday. The filing caught us by surprise as there was no PR associated with the filing
By EnergyProfitProphet : Critical details seem to be missing from recent articles so I thought I'd shed some light on them. Yes, Trina will supply 200MW of modules to Zonergy but there is more to the story than that. Zonergy has an extensive pipeline of solar projects planned and they "look forward
By Doug Young : Chinese solar panel makers have taken an important step to solving their ongoing trade spat with the west by formally launching a private sector trade association to speak on their behalf. The move gives the panel makers their first truly commercial representative to discuss the ...
By Casual Analyst : It has been a barely a week since SolarCity's much touted acquisition of Silevo . SolarCity ( SCTY ) (see thesis ) management described in superlative terms how Silevo is far ahead of the status quo and how the current technology is not attractive. Mr. Musk and Co. went on to ...
Chinese JinkoSolar ( JKS ) 16.45% Chinese Yingli Green Energy ( YGE ) 17.1% European REC Solar (REC) 16.1% Chinese JA Solar ( JASO ) 16.51% Chinese ReneSola ( SOL ) 16% Chinese China Sunenergy ( CSUN ) 16.63% Complete Story »
rooftop solar installations will post a 40% CAGR through 2016. Gainers: FSLR +2.8% . SPWR +4.2% . SUNE +4.4% . JASO +8.2% . SOL +7.5% . JKS +6.5% . CSIQ +7.4% . DQ +4.2% . ASTI +3.9% . HSOL +6.9% . TSL +5.6
have heard of Chinese companies Yingli ( YGE ) (see thesis ), Trina Solar ( TSL ) (see thesis ), and Suntech but JA Solar ( JASO ) is a name that only a few solar investors are aware of. The reason for this has to do with the Company's history. Up until
JA Solar faces plenty of competition from the best of its domestic competitors.
A rising tide lifts all boats, and JA Solar JASO has seen results improve of late: in the third quarter, gross margin was 11.3%, up from 8.3% the prior quarter. Although
We are placing JA Solar JASO under review as we reassess our valuation forecasts and assumptions.