Sneha Shah
Long/short equity, research analyst, tech, solar

Trina Solar - Can It Get Its Mojo Back?

Trina Solar (NYSE:TSL) used to be the best Chinese solar panel stock till a couple of years ago. The company had the lowest cost of manufacturing, low debt and a management that delivered on its promises. The company managed to generate high margins despite selling its solar modules at a low price. The company did not make any rash investments like Suntech (NYSE:STP) or LDK Solar (NYSE:LDK). The company also prudently cancelled its plan of setting up a polysilicon plant, as it foresaw a crash in poly price. Yingli Green Energy (NYSE:YGE) which had a similar business model foolishly went ahead and lost a couple of hundred million dollars in the...

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