RAYS News and Press, Global X Solar ETF From 06/22/22

A value chain lens can help to identify competitive forces and their likely beneficiaries. In our view, recent events in Ukraine have strengthened the case for solar. The Netherlands is among the most advanced markets for electric vehicles (EVs), and it’s been a strong mark...

SolarEdge Technologies has penetrated the majority of its total addressable market in the residential and commercial segment. The company has made good progress in international expansions. The company has a respectable financial profile compared to its peers. For further de...

Since my previous article, PBD has lost ~22% vs a loss of ~10% for the S&P 500 and has clearly underperformed the market. PBD still trades at over 20x earnings, which is expensive, and I believe the current price doesn't provide a good margin of safety. There might be more dow...

The FIT system benefitted the private sector but came at a burgeoning cost for the public sector. Subsidies enabled rapid capacity expansion but problems with integration needed to be resolved. China is without a doubt the most important player in the solar manufacturing supply ch...