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Roth MKM Maintains First Solar(FSLR.US) With Buy Rating, Cuts Target Price to $200
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Zhyyyt : Because they are made in the USA, the reduction in foreign imports means they will gain more market share.
SG Paul M OP Zhyyyt : https://amcham.com.my/first-solar-malaysia-kulim-high-tech-park/
MMMMMMMMMMW SG Paul M OP : Large proportion of total manufacturing capacity is based in the US. The significant US presence of FSLR suggests potential increase in competitiveness and market share from the recently imposed tariffs on solar imports.
Snowman27 Zhyyyt : Not if trump deprioritises solar and priortises oil investments and builds. That’s the confusing part. I guess we’ll learn more in the upcoming earnings call
27182818 Snowman27 : Oil and solar don't directly compete. Electric demand will grow fast even without EVs. Utility scale solar is cheaper and faster to build than gas, wind or nuclear.
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