CR Power (836 HK): Profit And Sector Dip Clouds Clean Energy Spin-Off
Forward guidance for CRNE is not optimum. There's still material upside here; however, what holding company discount is applicable?
147 Views
HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources...
130 Views
CR Power (836 HK): CSRC Clears Clean Energy Spin-Off
There is material upside to CRP's share price here, even assigning a large holding company discount. CRP's current metrics are not demanding. CRP...
183 Views
CR Power (836 HK): Still Upside From Expected Clean Energy Spin-Off
Even assigning a hefty holding company discount, there remains considerable upside to CRP's share price here, should the spin-off unfold. CRP's...
280 Views
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
3.4k Views