Primer: China Shenhua Energy Co H (1088 HK) - Sep 2025
Integrated Energy Champion with Strong Market Position: China Shenhua is the largest coal producer in China and a leading integrated energy...
69 Views
Primer: China Shenhua Energy Co Ltd (601088 CH) - Sep 2025
Integrated Business Model Provides Stability and Cost Advantages: China Shenhua's vertically integrated model, encompassing coal production, a...
63 Views
A/H Premium Tracker (To 23 May 2025):Â AH Premia Contract, H Premia Names Perform Best; Batteries!
AH Premia contract again. Interestingly, the best performing tranche of discount was stocks where Hs trade at a premium to As. BYD squeezed. CATL a...
739 Views
Coal Is Back - The Real Inconvenient Truth
​Growing demand for coal outside of G-7 countries is putting pressure on already limited supply, leading to opportunities in coal stocks with...
428 Views
What's up with Hong Kong? Bull Market Dude!
​China's stronger economic data is catching investors' attention, signalling a shift in sentiment and highlighting opportunities in economically...
533 Views