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...
372 Views
ENN Ecological (600803 CH): Weak 1Q20 but Metamorphosis in Good Progress
ENN Ecological Holdings (600803 CH) (ENNE) reported a disappointing 81.2% YoY decline in profit in 1Q20, but we believe the focus should be on the...
377 Views
Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
910 Views
Kunlun Energy (135 HK): Deep Dig into Valuation
Following our initial note on Kunlun Energy (135 HK), we are taking a further look on its gas sales business and relative valuations. While Kunlun...
596 Views