Daqo New Energy Remains My Top Pick In The Green Energy Industry
DQDaqo New Energy(DQ) Seeking Alpha·2024-07-09 12:32
zhongguoThe solar industry has been obliterated in the past months, and fairly so because of incompetent management. One of the largest losers was none other than SolarEdge (SEDG), who thought it would be a good idea to throw cash towards buybacks in a very competitive and depressing environment. SolarEdge has neither pricing power nor product differentiation compared to competitors and that is highly visible in their operational performance. Months after doing buybacks, SolarEdge realized the mistake d ...