China’s Solar Sector Must Consolidate Amid Mounting Losses, Industry Group Warns
Many Chinese solar manufacturers slowed or halted production altogether in the first half of this year, as they struggled to survive amid...
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MS-China Index Earning Revision (Aug): KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, PDD
We analyzed MS-China's consensus for Aug 2026 and highlighted changes of EPS in KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, CHINA LIFE,...
109 Views
MS-China Sep 2026 Index Rebalance: Pre-Implementation Update
MS-China enters implementation on 1 Sep with 33 ADDs and 32 DELETEs. We update post-announcement stock performance and discuss implementation trades.
99 Views
European Demand for Chinese Solar Panels Soars as Russia Withholds Natural Gas
Chinese exports of solar panels to Europe have surged this year as countries hunt for alternative energy sources to fill the gap left by Russian...
309 Views
STAR50 Index Earning Revision (May): Bestechnic, Xinjiang Daqo, UNT, TRINA SOLAR
We analyzed STAR50's consensus for May 2026 and highlighted changes of EPS in Bestechnic, Xinjiang Daqo, UNITED NOVA TECHNOLOGY, TRINA SOLAR,...
126 Views