SEDG - a potential solar leader from/in middle east ?

[Nobert]

https://finance.yahoo.com/quote/SEDG?p=SEDG

Overpriced by now, but their numbers looks nice.

 

[zdreg]

The market says you are right.

 

[Nobert]

The market says you are right.

Much rather, bet against consensus and be right. (smiles)
https://www.elitetrader.com/et/thre...-missing-2-billion-doesnt-exist.346407/page-2

 

[LanceJ]

One of their sisters ENPH just got crushed. I was thinking the price of the two would be drawn to each other. Seems as the money flowing out of ENPH is going right into SEDG.
Who is SEDGs best competitor?

 

[Nobert]

Who is SEDGs best competitor?

For that region, within Israel , looks like none :
https://www.finviz.com/screener.ashx?v=111&f=geo_israel&r=61

Highly doubt about something in Lebanon or Egypt. Syria falls out by default. Maybe someone in Turkey or Soudies.
Main rivalries would be deeper within Europe and far east.