Upcoming Chinese Solar Stock Earnings

I believe that the top solar module makers – Trina Solar (TSL), Canadian Solar (CSIQ), Jinko Solar (JKS) and JA Solar (JASO) (who is the manufacturer of the panels on my roof) are all severely undervalued. Canadian Solar pre-announced better than guided shipments and margin.

Here is my take on the others at Seeking Alpha:

I expect an earnings beat from all of them as their net income/MW is rising along with the rising shipments.

net income per megawatt

mw shipped

Disclosure: Long JKS, JASO, CSIQ, TSL

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