Taiwan Solar Industry: 3-Way Merger Will Create a US$1 Bn Survivor -- But Will It Create a Winner?
Last month three of Taiwan's photovoltaic cell (PV cell) manufacturers -- Gintech Energy Corp (3514 TT), Neo Solar Power Corp (3576 TT), and...
371 Views
Accumulate Giga Solar Materials Below NT$480; Inexpensive Play on Solar Growth
Since its shares peaked just before Christmas 2015, Taiwanese conductive paste maker Gigasolar Materials Corp ('GSM', 3691:TT) has endured a...
266 Views
Dalian Wanda - Preparing for the Inevitable?
A Look Back The de-listing of Dalian Wanda Commercial Properties ("3699 HK") was first mooted by Dalian Wanda Group on 31 March 2016. On 25 April...
367 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
423 Views
FLASHNOTE JA Solar - Cheeky Buyout Attempt by the Management
On 5 June 2015, JA Solar Holdings ("JASO") received a preliminary non-binding offer from Mr. Baofang Jin, its Chairman and Chief Executive Officer,...
378 Views