SHU Portfolio; FSLR, An Interesting Risk/Reward Situation

  • The solar market is booming this year, it might even reach 100GW of worldwide installations.
  • However, possible tariff changes in the US and China might dent the perspectives next year.
  • First Solar will be a beneficiary from US tariffs, but won’t be able to entirely escape any consequences from any lower Chinese feed-in tariff.

Source: SHU Portfolio; FSLR, An Interesting Risk/Reward Situation – First Solar, Inc. (NASDAQ:FSLR) | Seeking Alpha