Solar Equity Intelligence
In-depth equity research for solar investors
Despite high number of investors, there was none in-depth equity research freely available for publicly traded companies in solar sector. We decided to change that.
Focused on solar
We have years of experience in tracking solar companies in public markets. Our singular focus enables us to provide you with unparalleled insights, data-driven analysis, and actionable intelligence within this rapidly evolving sector.
Collective intelligence
We hope to create an open discussion about the public companies, gaining from collective knowledge and therefore making the best investing decisions together.
Latest research
First Solar – Getting cheaper with solid results
26.03.2024
Rudolf Stenar Saluoks
Fresh guidance for 2024 turned out above our expectations. Bookings
pricing shows no effects from global overcapacity, although the volume of
bookings does.
Quarterly research
First Solar – Isolated from the global pricing pressure
03.01.2024
Rudolf Stenar Saluoks
First Solar has increased its backlog to an all-time high, signing contracts with steady ASPs despite global pricing pressure. With interest rates heading down, First Solar shares gain attractiveness on two fronts. There are political risks related to the IRA, but we see those outweighed by potentia
Initiation research
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