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@Iqbal_yusuf1994 "New write up Tonking New Energy (8326 HK): - China PV EPC/trackers player - trading XXX P/E XXX P/B). - Risks: governance price wars concentration. tl:dr PV trackers are dominated by $NXT in US and by Arctech Solar (18x LTM p/e) in China. The PV industry in china is in overcapacity mode and under intense margin pressure due to price war. Basically Tonking has X business segment. 1- PV trackers 2- EPC for PV industry For small players like Tonking PV trackers are heavily commoditized in China however for EPC segment Tonking has proven they are able to win & compete for EPC PV projects. If they"
X Link @Iqbal_yusuf1994 2025-10-06T14:27Z 2603 followers, 5489 engagements

"A very short post on $MDXH. I have seen some fintwit mentioned it but no one wrote about it yet so here goes. a very brief introduction on MDXH. and share price already up XX% YTD They are urology diagnostics platform (SelectMDx ConfirmMDx GPS). Management guides 2025e rev $108110m GM mid-60s They are turning adj. EBITDA turning +ve for the first time It's trading at XX EV/Sales vs peers XXX. Read more at usual place"
X Link @Iqbal_yusuf1994 2025-10-14T02:41Z 2603 followers, XXX engagements