The Smid Point

This report provides updates on SMID-cap companies in the energy, healthcare, and packaging sectors. It covers recent management meetings, M&A activity, and sector-specific market trends.

Key Takeaways

• 1.Canadian Solar is ramping its Mesquite facility to 10GW, potentially recognizing ~$700mm in 45X module assembly credits.
• 2.Enphase Energy reports a soft U.S. solar market, with 1Q representing a trough for sell-through.
• 3.Zymeworks acquired TBPH, adding a durable COPD cash flow engine while maintaining a disciplined capital approach.

Table of Contents

• Company
• Industry

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