CANADIAN SOLAR WKN: A0LCUY ISIN: CA1366351098 Kürzel: CSIQ Forum: Aktien Thema: Hauptdiskussion

q2 2024

Okay, Thank you, Shawn. Can you share any color on a potential recurrent IPO timeline? Additionally, are you thinking about spinning off the e-STORAGE business as well? And then finally, related to e-STORAGE, do you plan on building a battery cell pack line in the U.S.? And how much solar cell capacity? Well, you guys talked about how much you have in the U.S. now. How much more could it be? How much more could you grow it? Sorry for so many questions in a row, but thank you. Shawn Qu: Well, Philip, thanks for highlighting so much of the strengths of Canadian Solar. You see our strength in recurrent. You also see our strengths and differentiation in the storage. So thank you very much for seeing our strengths and seeing our differentiators. Now, we haven't talked about how to speculate this. However, we are moving to a partial IPP model as I, myself, Ismael, and Xinbo mentioned. And going through this model, you can reasonably speculate that at some point, we will look for a way to capitalize on what we accumulate and what we build. However, we just started this process. So I would say to build a good IPP, it takes a couple of years. So I guess this is the indication of any capitalization plan for recurrence. Now e-STORAGE, we don't have a plan to spin off. e-STORAGE is an important and dynamic component of CSI Solar. So -- and it sit well in the CSI Solar family. So we don't have a plan there. Now, what's your next number three and number four question?

Ja was jetzt ? Warum ging es hoch

Das hat qu immer durchblicken lassen, dass da irgendwann mal passiert

eben ein Gerücht.

Völlig unverständlich diese Kurs)) Viel zu hoch. Die ganzen Solarbuden stehen zu hoch...

"Canadian Solar: Tochter e-STORAGE liefert Batteriespeicher mit 2,1 GWh für Großprojekte in Ontario" https://de.investing.com/news/company-news/canadian-solar-tochter-estorage-liefert-batteriespeicher-mit-21-gwh-fur-grosprojekte-in-ontario-93CH-3168973

Genau, dein letzter Satz ist das Problem. Umsatz rückläufig, Prognose gesenkt, Schulden erhöht. Was erwartest Du? Ich hätte eigentlich nach den Q.2 Zahlen mit weiter sinkenden Kursen gerechnet. Die Luft ist raus und der Zubau in China schwächelt bzw. ist rückläufig.

Sehe ich nicht so, aber die momentane Situation aller Solaris gibt halt auch nicht mehr viel her. Politische Unsicherheiten und überangebot. Aber was sage ich dir das, das weißt Du selber....