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.
[caption id="attachment_570707" align="aligncenter" width="750"]DAQO New Energy Corp. (DQ) is a leading Chinese polysilicon producer, specializing in ultra-high-purity materials for solar...
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