China Gas Utilities: Dark Horses?
​China's gas utilities sector's industry fundamentals are improving. Gas price pass-through mechanism to benefit profitability. Room for share...
601 Views
Kunlun Energy (135 HK): Delivering Resilience
​Kunlun's FY23 core earnings drop is distorted by oilfield project expiry, but other segments perform well. FY24 outlook is positive with more city...
414 Views
China Gas Holdings (384 HK): Worth a Bet Now
There are rooms for good dollar margin recovery, unit sales rebound and improvement in free cash flow in FY24. Spin-off of value-added services is...
740 Views
Asia-Pac M&A Weekly Wrap: Toyota Inds, Predictive Discovery, Jinke Smart Services, Meilan Airport
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
412 Views
Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
480 Views