Jefferies Has Thoughts On The Solar Indsutry (JASO, YGE, SOLF)

Jefferies & Co. is out with a research report this morning on the solar industry. It is reiterating its Buy ratings on Trina Solar
, Yingli Green Energy
, JA Solar Holdings Co., Ltd.
, and Solarfun Power Holdings Co., Ltd.
. In a note to clients, Jefferies writes, "We believe more German/Japanese brands are persuing a white label module approach, sourcing modules from China. We believe JASO and SOLF are primary beneficiaries while TSL and YGE are unlikely to manufacture a module for another brand. Interestingly, we believe white label customers can achieve ASP premiums by leveraging premier brand names from Europe." Get free trades at

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