Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
194 Views
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...
360 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...
252 Views