Daqo New Energy Corp. ADR (DQ) Social Stream
Featured Post From StockTwits About DQ
$DQ Did a basic DCF model based on market supply, demand in case any of you don't know what you own (or if you're a pussy bear with no access to google or excel ;)Ahsanullah, published August 14, 2021
tldr: fair value of 90/share with relatively conservative assumptions (poly pricing drop, rapid supply expansion in china, higher beta etc).
poly market growth of 20% based on $CSIQ mgmt guidance and other research reports (you know, the ones which don't spread fud).
Note: model DOES not factor in the fact that DQ's stake in subsidiary listed in china is already worth USD 15B
#fightthechinafud #knowwhatyouown #flexcel
What Else are DQ Traders Talking About?
Other tickers frequently mentioned alongside DQ is CSIQ.