Kunlun Energy (135 HK): Weak 1H20 Expected, Near Term Focus on Pipeline Disposal
We believe the 18.5% drop in core profit in 1H20 for Kunlun Energy (135 HK) is largely a result of the loss at the E&P segment. The swing from...
424 Views
CR Gas (1193 HK): Sharp Contraction in 1H20 Profit Is Disappointing
China Resources Gas (1193 HK) reported a set of weak 1H20 result with profit dropped by 18.2% YoY and overall gas sales volume down 5.3%. While gas...
309 Views
ENN Energy (2688 HK): Key Takeaways from Post-1H20 Result Call - Still Best Placed in the Sector
We take ENN Energy (2688 HK)'s 13.8% YoY growth in core earnings in 1H20 positively, especially amid the tough operating environment facing the...
421 Views
China Gas Holdings (384 HK): Key Takeaways from Post-Result Investor Call
China Gas Holdings (384 HK) reported a marginally behind result with a 11.7% increase in reported profit to HK$9.19bn, primarily due to the...
375 Views
Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
668 Views