Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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StubWorld -Â Hang Lung, CK Hutch
This week ... Hang Lung Group Ltd (10 HK) closed at a 52-week price low and is approaching a multi-year low against Hang Lung Properties Ltd (101...
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Raising BEH's FVE to HKD 58.00 on Strong Winter Gas Demand; Shares Remain Undervalued
We raise our fair value estimate for Beijing Enterprises Hldgs (392 HK), or BEH, to HKD 58.00 per share from HKD 56.00Â to reflect stronger natural...
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Beijing Enterprises Holdings Is Gas Good as It Gets
Chinese utility conglomerate Beijing Enterprises Hldgs (392 HK) is one of our Best Ideas. We think the market has discounted BEH too severely on...
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StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
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