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Sungrow Power Supply (300274 CH)
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Industrials
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China
Sungrow Power Supply Company Limited develops, produces, sells and provides services for solar PV inverters, wind power converters and other power supply. The Company also provides system solutions to renewable energy industry users.
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bullish
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Growatt Technology
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29 May 2023 23:14
Growatt IPO: Peer Comparison and Thoughts on Valuation
Growatt's revenues and margins have grown at much higher rates cf. peers including the No. 1 player in the market. The company could command a...
Shifara Samsudeen, ACMA, CGMA
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301 Views
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bearish
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Quantitative Analysis
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28 May 2023 10:40
Northbound Flows (May 25th): CATL, Luxshare Precision, Longi Green, CMB, Wuliangye, East Money
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Luxshare Precision, Longi Green, China...
Ke Yan, CFA, FRM
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399 Views
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bullish
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Growatt Technology
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25 May 2023 14:44
Growatt Technology IPO: Valuation Updated Look
Growatt is pre-marketing a US$400 million HKEx IPO. In this note, we outline our updated forecasts and present our updated look at Growatt's...
Arun George
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309 Views
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bullish
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Growatt Technology
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23 May 2023 14:01
Growatt Technology IPO: The Investment Case
The updated PHIP which disclosed the 2022 results and latest developments suggests that Growatt continues to deliver profitable and cash-generative...
Arun George
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305 Views
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bearish
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Quantitative Analysis
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21 May 2023 10:15
Northbound Flows (May 19th): CATL, Advanced Micro, Kunlun Tech, Tianqi Lithium, Sungrow
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Advanced Micro, Kunlun Tech, Tianqi Lithium,...
Ke Yan, CFA, FRM
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331 Views
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