
🔼 Stock Surge Alert
- Waaree Energies jumped 5.4% to hit ₹2,574.45.
- Premier Energies rose 2.61% to ₹1,035.
- Weekly gains: Waaree ✅ +14%, Premier ✅ +10.29%
🏭 Company Highlights
- Waaree Energies: India’s largest solar PV module maker with 13.3 GW installed capacity across 4 plants.
- Premier Energies: Integrated solar cell & module firm, backed by GEF Capital 🌍
🌞 Solar Sector Buzz
- Solar is now the cheapest global energy source 💡
- Global solar PV capacity projected to grow from 1,064 GW (2022) to 2,733 GW (2028) 📈
- Expected to surpass natural gas by 2026 and coal by 2027 🏆
🌍 Global Trade Shift
- 🇺🇸 U.S. imposed heavy tariffs on solar imports from Malaysia, Thailand, Cambodia, Vietnam
- Jinko Solar (Malaysia): 41.56% duty
- Trina Solar (Thailand): 375.19% duty
- Cambodia: Over 3,500% 😱
- Result: 📉 Imports from these countries have dropped drastically
- 📦 Emerging suppliers: Laos and Indonesia now gaining traction
📊 Investor Sentiment
- Growing confidence in domestic solar stocks amid global supply disruption
- Waaree & Premier seen as key beneficiaries of this trade reshuffle