Jefferies Gives Update on the Upcoming Management Meeting at Intersolar

According to a recent report, Jefferies meetings at Intersolar will start today after several meetings at the Solar Plaza forum and with suppliers and developers that took place this week. According to Jefferies, expected points from the meeting will include Jefferies thesis that the lowerst cost branded OEMs like Trina Solar Limited TSL and Yingli Green Energy Holding YGE will earn superior margins and sell out first, increasing German demands, 2Q c-SI ASPs numbers, Poly spot expectations and equipment order cancellations.