Daqo New Energy Corp. (DQ)

November 30, 2022

The Coming Tsunami of Poly-Si Supply is Not Priced into Consensus Ests.; ’23 EPS Revision Risk High

By Gordon L. Johnson II

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July 14, 2022

Daqo Better Enjoy this Poly-Si Price Rally While It Lasts, as We Model a 67% Drop in EBITDA by 2024

By Gordon L. Johnson II

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January 25, 2022

In The Words of Mike Tyson… “Everyone Has a Plan Until They Get Punched in the Mouth”; SELL

By Gordon L. Johnson II

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November 10, 2021

Better than Most in the Solar Space, but High Costs and a Coming Tsunami of Capacity Won’t Spare DQ

By Gordon L. Johnson II

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April 12, 2021

A Dire Outlook for Poly Prices (as Capacity Plans Outstrip Demand) Prompts Us to Initiate w- a SELL

By Gordon L. Johnson II

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