Common Contracts
1 similar null contracts
Equity Research December 19, 2023December 19th, 2023
Mirae Asset Securities Co., Ltd. Jinho Lee jinho.lee.z@miraeasset.com Taehyoung Kim taehyoung.kim@miraeasset.com 010060 KS · Green Energy OCI Holdings Long-term supply contract signed with US wafer producer CubicPV • Maintain Buy and TP of W165,000• OCI Holdings’ Malaysia subsidiary OCIM and US wafer producer CubicPV entered into an eight-year polysilicon supply contract worth US$1bn. The agreement represents 20-30% of OCIM’s annual capacity.• Wafer customer diversification should strengthen OCI Holdings’ pricing power going forward.
