SO SOLAR Solar Energy Sector Loading... : Investor Sentiment and Bull/Bear Views

EV, renewable energy, and solar stocks lack catalysts because the current US administration is hostile; even if supportive legislation passes, implementation may not follow, so First Solar and solar peers are stagnant with no expectations.

The speaker argues the renewable energy transition is an irreversible global trend, not just a policy forecast. AI data-center opposition and local resistance are actually a tailwind because data-center operators must use clean energy to win permits; U.S. new power capacity is overwhelmingly solar and wind, while net fossil-fuel capacity is declining. Political shifts such as U.S. midterms may cause volatility, but the long-term direction follows the global trend.

Kim Tae-sung (ISS) is bullish on the solar energy theme (태양광). He sees solar as the area closest to commercialization and says it has support from Korean domestic policy, where positive momentum has recently been building, and from falling government bond yields. He names Hanwha Solutions, OCI Holdings and HD Hyundai Energy Solutions, adding SK Eternix, as a basket he thinks is likely entering a period investors can enjoy. He argues that the move is only just beginning, so he does not see much to worry about. He does not say whether he owns any of these stocks.