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Trina Solar Limited ADR TSL

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    1. Solar Sector Update: Massive Debt + Muted Rebound = $0

      Commentary

      Mon, 17 Dec 2012

      is all but unavoidable. In our view, Trina Solar TSL is the right way to play a potential upturn ..... reached relatively soon. Operationally, Trina is almost the exact same company as Yingli ..... differentiates them are their capital structures: Trina has $1.4 billion less net debt and

    2. Trina Solar Under Review

      Commentary

      Thu, 8 Nov 2012

      We are placing Trina Solar TSL under review as we reassess our valuation and assumptions.

    3. 3Q Results Shed Little Light on First Solar's Future

      Commentary

      Tue, 6 Nov 2012

      15-$20 per kilogram, which provide huge benefits to the firm's main Chinese competitors. Further, Chinese firms like Trina TSL and Yingli YGE have reduced nonsilicon costs quickly in recent quarters. If these cost improvements were sustainable, First

    4. Suntech Can't Escape Solar's Troubles

      Commentary

      Tue, 13 Mar 2012

      getting serious in terms of increasing its competitive position relative to its historically more profitable peers such as Trina TSL and Yingli YGE. Though this will provide little solace in the current environment, this cost cutting--nonsilicon production

    5. Tough Times Ahead, but JA Solar Well Positioned to Survive Solar Downturn

      Commentary

      Wed, 23 Nov 2011

      downturn. This is due to its competitive cost structure, which continues to converge with the leading Chinese players such as Trina TSL and Yingli YGE. Even more important is JA's solid balance sheet, which will allow it to weather the storms ahead better

    6. Suntech's Competitiveness Improving, but Balance Sheet Remains too Risky

      Commentary

      Tue, 22 Nov 2011

      between itself and its top competitors. For the first quarter in ages, Suntech logged a better gross margin (13.3%) than Trina TSL (10.8%) and Yingli YGE (recently revised guidance is for 10%-11%). These two competitors are viewed widely as the

    7. Trina Still the Best Name in China, but This Is a 2012 Story

      Commentary

      Tue, 22 Nov 2011

      Trina Solar TSL remains the top Chinese solar company ..... imbalances. For the first time in years, Trina reported a quarterly operating loss, and ..... equate to horrible near-term results for Trina , we think it would be positive longer

    8. Solar Downturn Remains Far From Over; We Are Cutting Trina's Fair Value Estimate

      Commentary

      Fri, 16 Sep 2011

      We are lowering our Trina Solar TSL fair value estimate to $14 per ADR ..... the solar industry. In our view, Trina has the most defensible position among ..... ASP) forecasts, and now believe Trina will exit the next two years with module

    9. Cutting LDK Solar's Fair Value Estimate

      Commentary

      Tue, 13 Sep 2011

      We expect the company to lose money the next few quarters and be hurt relatively more than some of its top peers such as Trina TSL and Yingli YGE, as LDK employs more operating leverage given its high level of vertical integration. We don't expect a

    10. Trina Well Positioned, but Solar Downturn Shows No Sign of Ending

      Commentary

      Thu, 25 Aug 2011

      Trina Solar TSL reported June-quarter financials that ..... quarter will be even worse. Positively, Trina 's silicon and wafer costs remained stubbornly ..... repairing their battered gross margins. In Trina 's case, we expect gross margin to be

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