Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of China-based solar-panel wafer manufacturer JinkoSolar Holding
So what: Solar stocks are dropping across the board today on news that heavy solar-power user Italy might cap solar installations at 8 gigawatts total. JinkoSolar has a large exposure to the Italian market, so the afterglow from this morning's fantastic earnings report faded very quickly.
Now what: Rivals LDK Solar
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