Primer: Xinjiang Daqo New Energy Lt (688303 CH) - Feb 2026
Xinjiang Daqo is a leading global producer of high-purity polysilicon, a critical material for the solar photovoltaic (PV) industry. Its...
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STAR50 Index Earning Revision (Sep): Biwin Storage, RAYTRON TECHNOLOGY, APT MEDICAL, TRINA SOLAR
We analyzed STAR50's consensus for Sep 2026 and highlighted changes of EPS in Biwin Storage (688525 CH), RAYTRON TECHNOLOGY (688002 CH), APT...
94 Views
CX Daily: Canal Fever Grips China Amid Slowing Growth
Canals / In Depth: Canal fever grips China amid slowing growth China is in the grip of canal fever. As the government steps up its long-term...
429 Views
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