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...
744 Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
429 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...
8k 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...
670 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...
779 Views