Smartkarma Originals
Asian Solar Energy Sector: Powered by Subsidies and Moving Downstream
The Insight is structured as follows: A. Solar Energy Industry Background – Introduction to the Solar energy Industry B. A Deep Dive into the Three...
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The Week That Was in Greater China @Smartkarma: ASE+SPIL, New FinTech Regulation, RYB Abuse Scandal
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of November 20th through November 26th and features a selection...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
336 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Xinyi Solar – Putting Its Balance Sheet to Work Could Generate Significant Upside
Xinyi Solar’s multiples trail peers by a significant margin despite a strong position in solar glass and an extremely profitable solar farm business.
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