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Samuel Lee
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Ong Kuan Yuan
PROFILE
Link to report: JinkoSolar Holdings (Published 25 April 2020) There has been a lot of talk about sustainable/ESG investing lately, which led to me take a deeper interest in analyzing investments in alternative energy and learning more about the renewables industry. Within renewables itself, I realized there are quite a number of different options, namely solar, wind, geothermal, hydro, biomass etc. I decided to analyze a solar stock in the end, as I have been encountering a lot of discussions on solar online. I chose to analyze JinkoSolar, which is the world's leading solar module manufacturer and is based in China. Unfortunately, the recommendation I gave in my report is not actionable (NEUTRAL). Although I like its leadership position in the industry, I do not currently have strong conviction in it due to balance sheet weakness and downside risk from the COVID-19 situation. Definitely a stock to keep a lookout on though, as we await more certainty in the resolution of the pan...
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