Primer: Dongfang Electric (1072 HK) - Aug 2026
Pivotal Role in China's Energy Transition: Dongfang Electric is a key state-owned enterprise (SOE) at the forefront of China's strategic shift...
102 Views
Our Best Calls in 2024: Review and Outlook for 2025
Our best calls for 2024 outperformed HSI, with CCCC and Dongfang Electric expected to sustain into 2025. Xinhua Winshare, China Everbright Env,...
1k Views
China's Hydrogen Economy: Re-Igniting Interests
Sichuan province held "the conference on further promoting the development and promotion of the entire green hydrogen industry chain" in the last...
849 Views
Shanghai Electric (2727 HK): What Is Driving It Crazy?
SEC's stock surges on Fanuc Robots acquisition and potential backdoor listing of SMEE, allowing an entry into EUV lithography machine sector. Low...
1.2k Views
Dongfang Electric (1072 HK): We See an Opportunity
The collapse in share price is excessive, and concerns about margins and orders are overplayed. Its estimated order backlog stood at 3x FY23F...
665 Views