Kunlun Energy (135 HK): The Most Solid Play
Kunlun Energy reports 2.6% profit growth in 1H24. Natural gas sales margin contracted YoY but recovered HoH, while other businesses saw margin...
558 Views
Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
991 Views
China Gas Holdings (384 HK): Earnings Have Stabilised
China Gas saw a slight dip in 1H FY25 profit but is rebounding from the sharp drop in FY24. Improved margins, profit from VAS, and a stronger...
667 Views
China Gas Holdings (384 HK): Still Warrants a Look
Adjusted FY24 profit shows slight decline, but FY25 guidance looks positive with expected increases in dollar margin and gas volume. Assuming same...
490 Views
Kunlun Energy (135 HK): The Story Is Still Going On
Kunlun is expected to accelerate its operating momentum in 2H23, driven by increased natural gas sales and a positive dollar margin. Its strong...
619 Views