Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
532 Views
GigaDevice A/H Listing - PHIP Updates and Thoughts on A/H Premium
GigaDevice Semiconductor (603986 CH) (GD), an IC design house, aims to raise around US$1bn in its H-share listing. In this note, we talk about the...
771 Views
CSI 100 Index Earning Revision (Nov): CHINA VANKE, PING AN INSURANCE, BOE, TCL
We analyzed CSI 100's consensus for Nov 2025 and highlighted changes of EPS in CHINA VANKE (000002 CH), PING AN INSURANCE (601318 CH), BOE...
436 Views
CSI 100 Index Earning Revision (Sep): GANFENG LITHIUM, CMB, Longi Green, TIANQI LITHIUM, BYD
We analyzed CSI 100's consensus for Sep 2025 and highlighted changes of EPS in GANFENG LITHIUM (002460 CH), CMB (600036 CH), CSSC (600150 CH),...
460 Views