gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
[Brokerage Focus] First Shanghai maintains a buy rating on GCL Tech (03800), indicating that its third-quarter performance has bottomed out and stabilized.
GCL Technology (3800.HK): Capacity utilization rate bottomed out, and profit recovery is imminent
Brokerage Focus: Yongxing Securities maintains a "buy" rating on GCL Tech (03800), bullish on its continuous decline in polysilicon costs and quality improvement.
GCL Technology (3800.HK): Cash costs continue to decrease, carbon footprint sets a new global record
Major Bank Rating | CICC International: gcl tech can turn losses into profits next year, raising the target price by 46% to 1.9 Hong Kong dollars.
[Brokerage Focus] Bocom Intl raises target price of GCL Tech (03800) by 35.1%, bullish on its continuous increase in polysilicon market share due to cost advantages.
GCL Technology (3800.HK) Profit and Business Update Review for the First Three Quarters of 2024: Cash Costs of Granular Silicon Steady Decline, Polysilicon Carbon Footprint Level Remains Leading the World
GCL Technology (3800.HK): Technological reforms drive costs down markedly, supply-side reforms are expected to speed up the supply of polysilicon
GCL Technology (3800.HK): Q3 losses narrow month-on-month, leading the cost advantage of granular silicon
GCL Technology (03800.HK): An established photovoltaic giant breaking through the technological innovation cycle
Major banks ratings | Lyon: Expect most industrial stocks profits to bottom out in the third quarter. BYD, Flat Glass, and Jiangsu Hengli Hydraulic are the top picks.
GCL Technology (03800.HK): Focus on granular silicon Kyoxin Technology to lead a new cycle
DBS Maintains GCL-Poly Energy Holdings Limited(GCPEF.US) With Buy Rating
GCL Technology (3800.HK) 2024 Semi-Annual Report Review: Granular silicon has significant advantages, and the perovskite and silane gas business accelerates development
Macquarie Maintains GCL-Poly Energy Holdings Limited(GCPEF.US) With Buy Rating, Raises Target Price to $0.26
GCL Technology (3800.HK): Continued optimization of cash costs under short-term pressure in Q2 operations
GCL Technology (3800.HK): Performance falls short of expectations, costs will drop sharply after production line optimization is completed
DBS Maintains GCL-Poly Energy Holdings Limited(GCPEF.US) With Buy Rating, Raises Target Price to $0.21
GCL Technology Holdings (03800.HK): More than just cyclic granular silicone+offshore longevity logic realizes first coverage
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