Using BORUC to Pick Asian Value Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, the Bucephalus Operating Return on Utilised Capital, to reveal the...
445 Views
China Gas Placement - Larger Deals Traded Flat but Good Track Record Should Help
A shareholder of China Gas Holdings (384 HK) is looking to sell about 142m shares worth approximatel US$443m. This is a clean-up trade.The deal...
471 Views
Recent Pullback on Gas Utilities Presents a Good Opportunity to Accumulate Undervalued Stocks
The share prices of China Gas Holdings (384 HK), or CGH; China Resources Gas (1193 HK), or CRG; and Enn Energy Holdings (2688 HK), or ENN, have...
482 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
607 Views
Unification of City-Gate Prices Has Muted Impact on City Gas Operators; Positive for PetroChina
We think the National Development and Reform Commission’s, or NDRC’s, decision to unify residential and nonresidential city-gate prices will have...
158 Views