Discover and read the best of Twitter Threads about #megatrend
Most recents (4)
$CSIQ
Nerd time. 🧵
2023 EPS projection.☀️
Spoiler alert:
Modest projection gives $6.50-$7.00 EPS.
Nerd time. 🧵
2023 EPS projection.☀️
Spoiler alert:
Modest projection gives $6.50-$7.00 EPS.
$CSIQ 2/n
1Q23 EPS was $1.19 on $1.7bn revenue at 18.7% gross margin.
I've seen projection of $2.5bn revenue at 20.5% gross margin.
It would be reasonable to expect that most additional gross margin translates to net profit.
Net profit margin in 1Q was 4.94%.
1Q23 EPS was $1.19 on $1.7bn revenue at 18.7% gross margin.
I've seen projection of $2.5bn revenue at 20.5% gross margin.
It would be reasonable to expect that most additional gross margin translates to net profit.
Net profit margin in 1Q was 4.94%.
$CSIQ 3/n
Let's be cautious and say that 2Q net profit margin goes to 6% (rather than 6.64%).
In 1Q, CSIQ owned 80% of CSI Solar.
Now the share is likely at 62% (and now they have around $1 bn extra in cash).
Let's be cautious and say that 2Q net profit margin goes to 6% (rather than 6.64%).
In 1Q, CSIQ owned 80% of CSI Solar.
Now the share is likely at 62% (and now they have around $1 bn extra in cash).
Canadian Solar IPO🧵
So Canadian Solar $CSIQ is going to raise RMB 6 billion ($850 million) by selling 15% of CSI Solar.
investors.canadiansolar.com/news-releases/…
So Canadian Solar $CSIQ is going to raise RMB 6 billion ($850 million) by selling 15% of CSI Solar.
investors.canadiansolar.com/news-releases/…
2/6
First off, market cap / valuation:
CSI Solar is probably about 80% of $CSIQ total business (other 20% is Recurrent Energy).
So Chinese market values Canadian Solar as approx $7bn company.
But what will the money be used for?
First off, market cap / valuation:
CSI Solar is probably about 80% of $CSIQ total business (other 20% is Recurrent Energy).
So Chinese market values Canadian Solar as approx $7bn company.
But what will the money be used for?
3/6
$CSIQ has already announced plan to build polysilicon plant.
By my modest calculations, 80,000MT of polysilicon capacity - at cost price of $10/kg - can save Canadian Solar anywhere from $400m to over $1bn per year.
Should be massive for the bottom line.
$CSIQ has already announced plan to build polysilicon plant.
By my modest calculations, 80,000MT of polysilicon capacity - at cost price of $10/kg - can save Canadian Solar anywhere from $400m to over $1bn per year.
Should be massive for the bottom line.
Its weekend...and time for deep dive for next #megatrend in the making ..
Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??
Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years
(1/n)
Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??
Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years
(1/n)
#Navinfluorine from 270 in 2016 to 4000 in 2021
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…
First of all, let us understand what’s exactly changed during 2016 for speciality
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…
First of all, let us understand what’s exactly changed during 2016 for speciality
chemicals and can history repeat itself in the case of textiles:
Flashback 2016:
Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
Flashback 2016:
Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
#SriAgenda in 15m | #June17 4pm CEST
The #SustainableRecovery, investor collaboration on Covid-19 recovery and the #ClimateEmergency | Webinar 1 of Investor Action on Climate Webinar Series "@LSEplc @PRI_News
unpri.org/events/cop26-i…
#sustainablefinance @andytuit @SRI_Natives
The #SustainableRecovery, investor collaboration on Covid-19 recovery and the #ClimateEmergency | Webinar 1 of Investor Action on Climate Webinar Series "@LSEplc @PRI_News
unpri.org/events/cop26-i…
#sustainablefinance @andytuit @SRI_Natives
@LSEplc @PRI_News @andytuit @SRI_Natives #SriAgenda underway 🔘 #June17
#decarbonization is the number 1 #megatrend, says @MCL1965 Global Head of Sustainability Research @BNPPAM_COM
#SustainableRecovery #climateemergency #COP26 #sustainablefinance
#decarbonization is the number 1 #megatrend, says @MCL1965 Global Head of Sustainability Research @BNPPAM_COM
#SustainableRecovery #climateemergency #COP26 #sustainablefinance
@LSEplc @PRI_News @andytuit @SRI_Natives @MCL1965 @BNPPAM_COM #airpollution is one of the biggest 'killer' worldwide, especially in the largest Asian megalopolis, says @MCL1965 (so-called '#Airpocalypse')
#SustainableRecovery #climateemergency #COP26 #sustainablefinance
#SustainableRecovery #climateemergency #COP26 #sustainablefinance
