6月18日 - ** 加拿大皇家银行资本市场(RBC Capital Markets)预计,拟议的美国参议院和解法案将在 2028 年前逐步取消太阳能税收抵免,住宅太阳能需求将因此受到重创。
** 经纪公司认为公用事业太阳能项目更具弹性,因为拟议修订的惩罚性较小,而且这些项目不受租赁限制。
** 我们对电力需求增长的展望依然强劲,这也是公用事业级发电需求更直接、更重要的驱动力。
经纪公司下调以下公司的 PT 值:
公司 | 新 PT | 旧投资回报率 | 股票最后收盘价涨跌幅 |
恩法斯能源 | $28 | $50 | 19.下行 8 |
$188 | $230 | 30.6%上涨 | |
SolarEdge Technologies | $12 | $14 | 24.下跌 8 |
Sunrun | $5 | $12 | 13.下跌 5 |
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