Solar Market Improving for Most, But Not All

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SunPower (NASDAQ: SPWR  ) , Trina Solar (NYSE: TSL  ) , and JinkoSolar (NYSE: JKS  ) started off earnings season by reporting a vast improvement in earnings during the second quarter. But that improvement hasn't translated to companies like Yingli Green Energy (NYSE: YGE  ) , LDK Solar, and JA Solar (NASDAQ: JASO  ) , who are reporting losses and even a decline in revenue for JA Solar. Solar analyst Travis Hoium gives his take on what we learned this earnings season in the video below. 

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  • Report this Comment On September 10, 2013, at 3:25 PM, kunfu wrote:

    It seems to me Motley lies a lot and especially Travis Hoium

    Lets stick with the Present when we talk about stocks Fools.

    JA Solar Holdings Co. Ltd. on August 29 announced that it currently engaged in a number of projects at various stages of development.

    The company has been actively exploring solar project development opportunities since early 2012.

    JA Solar said that it has obtained permits for two 50 MW projects in Dunhuang from the Gansu Provincial Development and Reform Commission. The company has already commenced construction of the first 50 MW project.

    On August 27, JA Solar announced plans to develop three solar power projects totaling 300 MW in Xingtai City in China’s Hebei Province.

    The projects are located in Xingtai City’s Lincheng, Neiqiu and Xingtai counties, and each has a capacity of 100 MW.

    The company has obtained approval from the Hebei Provincial Development and Reform Commission to develop the first 50 MW phase of the Lincheng County project.

    JA Solar has also signed framework agreements with local authorities pertaining to the projects in Neiqiu and Xingtai counties, and expects to receive rights to develop such projects by the end of this year.

    - See more at:

  • Report this Comment On September 11, 2013, at 12:49 PM, kcsag wrote:

    I am not sure why one of the best performers of this year (from the Chinese manufacturers), HSOL, has been on Mr. Hoium's ignore list? I initially thought it was a market cap issue, but now that has been significantly lifted, it still files below the radar so to speak. It is fine; I will just continue to accumulate on dips.

    JASO is lagging a bit, perhaps there have not been significant progress to its re-purchase plans and the timing of the reverse stock split was just awful. I have a small position on it and will look to add more on good news and/or dips.

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