Over at SeekingAlpha.com, Kelvin Schulle makes a good case for being bullish on both JA Solar (JASO) and Canadian Solar (CSIQ) which he believes are gaining significant market share. 

Here are some highlights..

On JASO:

– company improving marketing and diversifying its customer base to include emerging markets
– continuing to improve panel efficiency
– China demand continues to improve

They will report earnings May 19th.
Get more JASO analysis here

On CSIQ:

– its panels among most efficient on the market
– huge jump in quarter over quarter growth in most recent quarter with record shipments and revenues
– analysts not factoring in Canadian growth (see recent Ontario announcement)
– gaining market share in China, Japan, Canada and especially Eastern Europe
– leads direct competition (TSL, STP) in cost per watt

Will report earnings May 26th.
Get more CSIQ analysis here