sirfisup

Canadian Solar: The Next Solar Takeover Target?

Analysts are not concerned about STP's growth curve for China will be there biggest market and they haven't even begun to ramp-up sales there in a big way. STP also has the lowest contract pricing of any Chinese solar for polysilicon so its growth rates will no longer be impeded as they were before. In addition to their PV and solar cell business they have thin film BIPV which in time will represent the greatest market potential for commercial and residential adoption and is more likely to see major innovation. STP will be more interested in aquiring any company with disruptive technologies of which can be integrated into their solar products so you are correct that STP would like to expand their business but purely from a R & D position for CSIQ does not offer STP any added innovation and therefore would not be considered a viable takeover candidate.