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JSSOLAR still got room to run but better watch out for sector rotation because the valuation start to look a bit pricey compared to the rest of the pack.
JSSOLAR looks interesting with the growing demand for solar and BESS projects. The recent RM18.05 million contract from GSPARX for AEON Mall Seremban 2 is definitely a positive catalyst. With Malaysia pushing towards renewable energy, there could be more opportunities ahead. Hopefully the new projects can translate into stronger earnings moving forward.
Actually true since the market is super crowded already so new player really needs a massive edge to even survive this, so most likely there wont be any new player in this industry to create price war
People looking at JSSOLAR as just another solar EPCC player might be missing something, LSS6 = solar + a big BESS component, JSSOLAR already building BESS experience with Huawei.Connect the dots
If you know how to connect the dots you will realize the Huawei partnership puts them way ahead of the pack when LSS6 kicks in and everyone starts chasing that BESS integration margin.
Huawei partnership is the real game changer because once LSS6 launch, their BESS tech advantage go make them the undisputed king of margin while the others still struggling to catch up.
jssolar has great potential for upcoming lss6 which require BESS technology and jssolar has been collaborating with huawei for BESS technology since 2025. shhh.... buy in before others realising this
