China ADRs Delisting - Friday Could Be Judgment Day for over US$800bn Mcap of Stocks
PCAOB officials concluded their Hong Kong visit last month and PCAOB is due to announce its annual judgment on whether it had adequate access to US...
868 Views
Asia Solar: A Pair Trade Between JinkoSolar and JA Solar
Our trading thesis is to go long JinkoSolar Holding (JKS US) and go short JA Solar Technology (002459 CH) in the next 3-6 months.
481 Views
[Blue Lotus Daily]: NIO/1211 HK/LI/XPEV/300274 CH/300750 CH/601012 CH/JKS/ LKNCY
Germany ending EV subsidies has little immediate impact on Chinese makers. China's customs export data for November shows a decline. "Thailand...
616 Views
[Blue Lotus Daily]: LKNCY/Cotti Coffe/XPEV/BIDU/NIO/LI/JKS/DIDI/300274 CH/300750 CH/601012 CH
Cotti Coffee plans tea expansion, MIIT to launch intelligent car access network, China's PV and wind power decline worsens in October.
395 Views
[Blue Lotus Sector Update]: Chinese Renewable Energy Comes to Crossroads
China’s firm and consistent renewable policy and a unified energy vision have been its strength, But now have developed a few inconsistencies.
656 Views