“Expert Corner” is a special section on Bamboo Works where executives and professionals from investor relations, public relations, financial services and other related fields can share their expert views and perspectives on the latest trends in their sector. If you are interested in contributing, please contact us at info@thebambooworks.com

New Energy Lands as Hottest Category Among Chinese Concept Stocks in 2021 – Bamboo Works Special Report

Investors kept a close look at China’s solar and wind power stocks last year, but were least interested in the hobbled education sector By Bamboo Works team Chinese concept stocks experienced unprecedented challenges in the Year of the Ox. The small and mid-sized companies covered by Bamboo Works were no exception, also coming under intense pressure. Looking past their stock prices and financial reports, how did these companies perform in terms of media and investor attention? Which companies stood out despite all the pressures? Our special report highlights such trends…

Read More »

Daqo Eyes Product, Geographic Diversification With Massive Expansion

Company will spend $1.3 billion on first phase of a major new production base in Inner Mongolia that will ultimately triple its polysilicon capacity Key Takeaways: Daqo has announced a major new investment, reportedly worth $5.2 billion, that will triple its polysilicon production capacity Move will diversify the company beyond its politically sensitive Xinjiang base, and also add several related silicon products to its mix By Doug Young  There are a few different ways to look at the announcement of a massive new investment this week by polysilicon maker Daqo…

Read More »

Signs of Bursting Polysilicon Bubble Cast Cloud Over Daqo New Energy

Domestic customer Longi aggressively cut its prices for the key material used to make solar panels for first time in a year-and-a-half as supply glut looms Shares of Daqo New Energy have dropped 40% over the last month amid signs that a two-year surge in polysilicon prices has peaked Company reported its revenue surged nearly fivefold year-on-year in the third quarter on quadrupling of polysilicon prices over that period By Doug Young Solar stocks are in the headlines as we approach this year’s winter solstice, with word that a long-building…

Read More »

New Energy Majors Daqo, Goldwind Face Political Heat From Washington

Xinjiang-based companies may get caught up in U.S.-China tussle, but any actions against them could be largely symbolic Key takeaways: New actions by the U.S. against Daqo appear largely symbolic and should have little to no impact on the company Daqo, along with Goldwind, could trade at slight discounts to peers over the next year due to political risk By Doug Young There’s nothing like a good political storm to cast a cloud over some of China’s most promising new energy companies. That’s one of the big messages coming out…

Read More »

Daqo’s Secondary China IPO: Good for Daqo, But Less Clear for U.S. Shareholders

Company’s plan for dual listing on Shanghai’s STAR Market moves ahead with submission to Chinese securities regulator Key points: Daqo is at the forefront of a group of New York-listed private Chinese firms seeking secondary listings on China’s 2-year-old STAR Market The dual listing should benefit the company, but could have relatively little upside for its New York-listed shares By Doug Young Today we break from our usual discussion of corporate strategy and instead examine a growing financial strategy of Chinese companies: listing in multiple markets at once, usually combinations…

Read More »

Polysilicon Maker Daqo Suffers Ahead of Brewing Solar Downturn

Company’s shares were unchanged after latest upbeat quarterly report, and are down 40% from their February peak Key points: Investors are cool over Daqo New Energy over concerns about a peak in polysilicon prices as soon as early next year Political factors related to the company’s production facilities in China’s western Xinjiang region are also a risk factor By Doug Young We seldom begin by looking a company’s valuation or recent stock trends, preferring to save that information for later, after reviewing the latest news. But in this case we’ll…

Read More »

Solar Star Daqo at Pivotal Point as It Inks Major New Deal

Stock and profits for key supplier of main ingredient used to make solar panels have soared on rising prices for its polysilicon By Doug Young Shares of solar materials maker Daqo New Energy Corp. (NYSE: DQ) have surged over the past year, and the company hit the headlines this week after inking a major new supply agreement. The announcement follows an unrelated negative development for the industry from the U.S. and a week ahead of Daqo’s next quarterly results announcement. We’ll examine the various headlines more closely shortly, including what…

Read More »