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LONGi Green Energy Technology (601012 CH)
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151
Analysis
Information Technology
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China
LONGi Green Energy Technology Co., Ltd. develops, manufactures and sells silicon rods and silicon wafers. The Company's main products include 6 inch, 6.5 inch and 8 inch monocrystalline silicon rods and wafers.
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bearish
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Tongwei Co Ltd A
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22 Aug 2023 06:10
Offshore China ETFs Rebalance Preview: Two Changes Expected in September
There should be 2 changes for 2822/2823 HK in September. Impact of passive trading will be 0.5-1.5x ADV and could be higher due to cash and carry...
Brian Freitas
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344 Views
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bullish
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Quantitative Analysis
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04 Aug 2023 12:03
Northbound Flows Monthly (July): $7.3bn Inflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight flows for Moutai, CATL, BYD, Wuliangye, East Money, Haitian Flavoring,...
Ke Yan, CFA, FRM
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552 Views
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bullish
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NARI Technology Co Ltd A
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02 Aug 2023 08:27
Offshore China ETFs Rebalance Preview: Two Changes in September
There could be two sets of the changes for the 2823/2822 ETFs in September. A couple of stocks will have over 1x ADV to trade. There are few close...
Brian Freitas
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356 Views
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bullish
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Thematic (Sector/Industry)
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30 Jul 2023 19:53
[Blue Lotus Sector Update]: Investors Tolerate Amazon, Why Not China New Energy?
Although renewable energy has long and expansive value chains, transportation is a separate node. China’s success in EV has strategic value for a...
Blue Lotus Research Institute
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242 Views
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bearish
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Quantitative Analysis
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23 Jul 2023 10:10
Northbound Flows (Jul 21st): ZTE, Moutai, Zhongji Innolight, Longi Green, CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for ZTE, Moutai, Zhongji Innolight, Longi Green, CATL.
Ke Yan, CFA, FRM
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295 Views
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