Recently China's been catching a bid and Solar's been one of the leading industries in the market.
One thing I don't like is JKS has been one of the weakest players in solar. I always want to be focused on the strongest name in any sector. In the medium to long term that trend is likely to stay in place.
But short term we might see some catch up in JKS vs other solar names. I also like the recent bid in China names which might help boost this thesis.
Some comparison against ENPH and FSLR:
JKS vs ENPH
JKS vs FSLR
As long as price can get and stay above 64.70 on a weekly closing basis, I'd want to be long JKS. If long ENPH or FSLR, I wouldn't replace those, but would view this position as an added layer of solar upside + China exposure.
One thing I don't like is JKS has been one of the weakest players in solar. I always want to be focused on the strongest name in any sector. In the medium to long term that trend is likely to stay in place.
But short term we might see some catch up in JKS vs other solar names. I also like the recent bid in China names which might help boost this thesis.
Some comparison against ENPH and FSLR:
JKS vs ENPH
JKS vs FSLR
As long as price can get and stay above 64.70 on a weekly closing basis, I'd want to be long JKS. If long ENPH or FSLR, I wouldn't replace those, but would view this position as an added layer of solar upside + China exposure.
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。