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...
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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...
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Asia Solar: A Pair Trade Between JinkoSolar and JA Solar
Our trading thesis is to go long JinkoSolar Holding (JKS US) and go short JA Solar Technology (002459 CH) in the next 3-6 months.
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