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

Tesla Earnings: All About 2016

Early AM today, Seeking Alpha published my take on Tesla’s earnings. To summarize, Q4 was a miss but this year is expected to be great as customer deposits for buying Tesla’s kept growing and reached a record $284 million and guidance was great. The much anticipated Model 3 unveil is on March 31.

Since I wrote the article, Tesla CEO Elon Musk posted on Twitter that Model 3 deposits start in stores March 31 and online on April 1.

Disclosure: Long TSLA.