Kunlun Energy (135 HK): Weak 1H20 Expected, Near Term Focus on Pipeline Disposal
We believe the 18.5% drop in core profit in 1H20 for Kunlun Energy (135 HK) is largely a result of the loss at the E&P segment. The swing from...
474 Views
CR Gas (1193 HK): Sharp Contraction in 1H20 Profit Is Disappointing
China Resources Gas (1193 HK) reported a set of weak 1H20 result with profit dropped by 18.2% YoY and overall gas sales volume down 5.3%. While gas...
368 Views
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...
464 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...
423 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...
669 Views