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 insights
First Solar – Risks priced in too much
16.01.2025
Rudolf Stenar Saluoks
Despite heightened risks compared to an alternative election outcome, we believe the market is overly cautious regarding the prospects of First Solar at its current share price.
Quarterly research
ABO Energy - Profitable since 1996
10.10.2024
Rudolf Stenar Saluoks
The German-based renewable developer ABO Energy has delivered profit every single year since its foundation in 1996—nearly three decades. Even though “You’ll never make money with that” was one of the most frequent phrases the founder, Jochen Ahn recalled, before starting the business. We had the op
Company overview
Module Manufacturers Q2: The Industry Bleeds with One Outlier
28.09.2024
Rudolf Stenar Saluoks
BloombergNEF revealed its solar sector outlook at the end of August, forecasting 592 gigawatts of global installations in 2024—a 33% increase from 2023. Yet, overcapacity continues to pressure module manufacturers, especially in Asia and Europe.
Quarterly overview
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