ENTITY
Sungrow Power Supply

Sungrow Power Supply (300274 CH)

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Analysis
IndustrialsChina
Sungrow Power Supply Company Limited develops, produces, sells and provides services for solar PV inverters, wind power converters and other power supply. The Company also provides system solutions to renewable energy industry users.
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bullishSungrow Power Supply30 Sep 2022 09:50

Shanghai/​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (30 September 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.1bn, split between Shanghai...

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bullishGrowatt Technology29 May 2023 23:14

Growatt IPO: Peer Comparison and Thoughts on Valuation

Growatt's revenues and margins have grown at much higher rates cf. peers including the No. 1 player in the market. The company could command a...

bearishQuantitative Analysis28 May 2023 10:40

Northbound Flows (May 25th): CATL, Luxshare Precision, Longi Green, CMB, Wuliangye, East Money

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Luxshare Precision, Longi Green, China...

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bullishGrowatt Technology25 May 2023 14:44

Growatt Technology IPO: Valuation Updated Look

Growatt is pre-marketing a US$400 million HKEx IPO. In this note, we outline our updated forecasts and present our updated look at Growatt's...

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Arun George
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bullishGrowatt Technology23 May 2023 14:01

Growatt Technology IPO: The Investment Case

The updated PHIP which disclosed the 2022 results and latest developments suggests that Growatt continues to deliver profitable and cash-generative...

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Arun George
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