GCL Technology Holdings Limited 3800

GCL Technology Holdings (SEHK:3800) has drawn fresh attention after announcing that its Leshan lithium iron phosphate cathode project began production, alongside a half year 2026 earnings update that still showed a net loss. Despite the Leshan project ramp up and progress on silicon carbon anode materials, GCL Technology Holdings’ share price return has been weak, with the stock down 37.84% year to date and the 1 year total shareholder return declining 47.33% as investors weigh new growth...

GCL Technology Holdings (SEHK:3800) started large scale production of lithium iron phosphate cathode materials at its Leshan facility and ramped up operations with orders from industry leaders. The company launched a pilot project in silicon carbon anode materials, moving forward with new battery component technology. GCL Technology Holdings signed a formal agreement with local authorities for further upgrades to its battery materials operations. For investors tracking how battery materials...

We came across a bullish thesis on Daqo New Energy Corp. on Asymmetric Capital’s Substack by Srikanth Thangellamudi. In this article, we will summarize the bulls’ thesis on DQ. Daqo New Energy Corp.’s share was trading at $25.55 as of October 13th. DQ’s trailing and forward P/E were 6.95 and 21.37 respectively according to Yahoo Finance. DAQO […]