Primer: Tian Lun Gas (1600 HK) - Aug 2026
Tian Lun Gas is a significant Chinese gas distributor facing a critical juncture of severe margin compression and declining profitability, as...
111 Views
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...
8.2k Views
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...
861 Views
Good Reasons Not to Go Ahead with Hinkley C
The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be...
991 Views
HSCI Index Rebalance Preview and Stock Connect: Updated Potential Changes in March 2025
There could be 89 changes for the HSCI in March. That could result in 73 changes to the Southbound Stock Connect list and also have implications...
2.1k Views