Canadian Solar: Overstated Tariff Fears Offer Excellent Pay-Off

Apr. 24, 2024 12:15 PM ETCanadian Solar Inc. (CSIQ) StockFSLR, CSIQ12 Comments
EuroEquity Research
264 Followers

Summary

  • Canadian Solar is one of the largest solar panels manufacturer in the world.
  • The company's subsidiary, Recurrent Energy, secured a $500m investment from BlackRock, providing financial and reputational value.
  • CSIQ faces risks due to its heavy dependence on China for production and potential tariffs on Chinese imports, but the company is taking steps to mitigate these risks.

Interno di una fabbrica di fabbricazione e lavorazione

alvarez/E+ via Getty Images

Canadian Solar (NASDAQ:CSIQ) is a Canadian company, the fifth largest solar panels manufacturer globally with shipments totaling 30.7GW in FY23 and a nameplate capacity of 57GW as of December 2023. Through its subsidiary Recurrent

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of CSIQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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