New Development In GCL’s New Energy
Back in early June, I discussed in StubWorld: New Interest In GCL's New Energy that Gcl Poly Energy Holdings Limited (3800 HK), the 62.28%...
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StubWorld: New Interest In GCL's New Energy
This week in StubWorld ... Renewed SOE interest focusing on Gcl Poly Energy Holdings Limited (3800 HK)'s solar power plants, leaves a near-term...
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Global Solar Energy Stocks Are Bottoming
In today’s report we highlight the following actionable solar energy names: First Solar (FSLR), SolarEdge Technologies (SEDG), GCL-Poly Energy...
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A Huge Wave of New LNG Projects Coming in the Next 18 Months: Positive for The E&C Companies
Our analysis shows that there are an unbelievable 25+ LNG developers that have stated (within the last year) they will take a final investment...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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