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.
Disclosure: Long JKS, JASO, CSIQ, TSL