bullish•Kunlun Energy•29 Mar 2023 07:40
Kunlun Energy (135 HK): Rock Solid as Usual
Kunlun's core profit growth is decent and, more importantly, demonstrated the resilience of dollar margin. New project flow is encouraging and we...
bullish•Thematic (Sector/Industry)•13 Oct 2021 03:50
EM Energy: Regime Shift
A quarter of active EM managers have no exposure to the Energy sector and only 23% are overweight. With Oil prices at multi-year highs, active EM...
bullish•Kunlun Energy•20 Sep 2021 08:22