Added to YB: 2024-12-13
Pitch date: 2024-12-11
CSIQ [bullish]
Canadian Solar Inc.
-14.19%
current return
Author Info
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Company Info
Canadian Solar Inc., together with its subsidiaries, provides solar energy and battery energy storage products and solutions in in Asia, the Americas, Europe, and internationally.
Market Cap
$845.6M
Pitch Price
$12.54
Price Target
N/A
Dividend
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Show full summary:
Canadian Solar: 87% NAV Discount, But Is There Any Upside?
CSIQ: 87% discount to SOTP. CSI Solar targets 40%+ NI growth by 2025, strong storage offsets weak modules. Recurrent shifting to build-hold model, US IPO likely in 2 years. US mfg to avoid tariffs. Global diversification. Risks: China overcapacity, US policy uncertainty. 20% US rev, 30% NA pipeline.
Read full article (7 min)