HKEX's Sustainable and Green Exchange Is a Great Plan With Huge Potential, Now It's Time to Execute
The launch of HKEX's Sustainable and Green Exchange (STAGE) is a big deal. It is not about near-term earnings upside. You can forget about that....
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How Will China's SOE Corporate Governance Reforms Impact Those Listed Abroad?
In early May, China's State Council issued a document requiring the country's state-owned enterprises (SOEs) to reform their corporate governance....
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China: Can Beijing Maintain the Policy Balancing Act Through 2017? (Part 2 of 8)
In this insight, we highlight some recent developments on the policy front in China before commenting on the tactical indicators. The main current...
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Softening Coal Prices and Improving Demand Will Drive a Better 2017 Outlook for Coal-Fired IPPs.
Despite improving power demand, China’s coal-fired independent power producers’, or IPPs’, fourth-quarter profits are set to be hit by surging coal...
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Raising Fair Value Estimates for City Gas Operators After Extending Our Forecast Periods
After extending our explicit forecast periods to 10 years from five years, w e have raised our fair value estimate for China Gas Holdings Ltd (384...
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