Asia Solar: A Pair Trade Between JinkoSolar and JA Solar

Nov 04, 2023

∙ Paid

Our trading thesis is to go long JinkoSolar Holding (JKS US) and go short JA Solar Technology (002459 CH) in the next 3-6 months.
The three major reasons include higher momentum for JinkoSolar post 3Q 2023 results, much higher EBITDA growth for JinkoSolar from 2022 to 2024, and relative valuations.
Some of the factors driving lower share price of Chinese …

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