010060.KS Loading... : Bullish and Bearish Analyst Opinions
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01:51
May 07
May 07
Korean solar beneficiaries from US demand.
US solar demand is surging as big tech data centers return from UAE to the US due to war, but US power generation capacity is limited. Solar+ESS+gas generator combo is seeing orders, and supply gluts are easing. Hanwha Solutions (one solution) and OCI Holdings, with US module plants, benefit from rising module prices (Hanwha Solutions saw 14% QoQ price rise) and potential space solar demand (OCI could supply SpaceX).
HIGH
About 010060.KS Analyst Coverage
Buzzberg tracks 010060.KS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.