Higher Associate Income Sees 15%-20% Upside to Our 2017 Forecast, BEH Shares Remain Undervalued
We maintain our fair value estimate of HKD 56.00 for narrow moat-rated Beijing Enterprises Hldgs (392 HK), or BEH, ahead of its interim results due...
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Sector Capsule: Beer in Hong Kong, China
Headlines Beer grows by 2% in total volume terms in 2016 to reach 167 million litres Imported lager continues to outperform domestic lager in terms...
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Beijing's Anti-Pollution Actions Should Drive Robust Gas Demand, and BEH Stands to Benefit
Narrow-moat-rated Beijing Enterprises Holdings’, or BEH’s, 2016 results, with net profit increasing 10% to HKD 6.2 billion, came in 4% below our...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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Thailand's Troubled Transition
Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...
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