JKS: Potential catch-up in Solar and a play on China

NYSE:JKS   JinkoSolar Holding Company Limited
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:



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.

Join my free Discord here:

Subscribe to my crypto portfolio model here:

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.