Added to YB: 2024-12-13
Pitch date: 2024-12-11
CSIQ [bullish]
Canadian Solar Inc.
+24.72%
current return
Author Info
Company Info
Canadian Solar Inc., together with its subsidiaries, provides solar energy and battery energy storage products and solutions in Asia, the Americas, Europe, and internationally.
Market Cap
$780.8M
Pitch Price
$12.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.15
P/E
-34.29
EV/Sales
1.09
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
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)