Primer: China Renewable Energy Investment (987 HK) - Aug 2026
Attractive Valuation in a High-Growth Sector: The company trades at a significant discount to peers on key valuation metrics, such as a...
115 Views
HKC (190 HK): Take-Private Offer By Way Of A Scheme
0.3x P.B is a steal. Yet HKC has perenially traded at a large discount to book. This deal looks done. I'd buy here -Ā $7.56 - around a 7.5%/26.2%...
745 Views
China Renewable Energy (987 HK): Possible Privatisation Offer
Shares are suspended. I think an Offer needs to be pitched closer to $0.30/share, around a four-year high, and a premium to last close in line with...
606 Views
Why Huaneng Renewables Is Not Another "Harbin Electric"
Back on the 3 October, Huaneng Renewables Corp H (958 HK) (HRC) announced a privatisation Offer from parent China Huaneng, by way of a Merger by...
792 Views
Huaneng Renewables: Thoughts on the IFA Valuation
Huaneng Renewables Corp H (958 HK)/HN Renewables is the largest producer of wind power in China by revenue. On 3 October, HN Renewables disclosed...
562 Views