Smartkarma Originals
China Environment Sector Deep Dive: Solid Waste Treatment
We are positive towards the outlook of China's solid waste treatment industry and believe the current share price level is a very good entry point,...
909 Views
Conch Venture (586 HK): Interesting Angles, yet Undervalued
​Conch Venture is undervalued at a 59% NAV discount, with a valuable holding in Anhui Conch Cement and promising new energy segments. It also...
715 Views
Canvest Env (1381 HK): Streaming Ahead Despite Tough Time
After a good start in 1H22, we think there is room for Canvest's earnings to further improve in 2H22. Its improved cash flow and potential to...
489 Views
Conch Environment (587 HK): Don't Overly Bet on the Blue Sky Scenario
There still exists downside risk on CCEP despite the 64% fall in share price since listing; and key negative catalysts are overly aggressive...
429 Views
Conch Venture (586 HK): Another Spin-Off in the Pipeline
The proposed spin-off of CV Green Energy in Shanghai should benefit Conch Venture's valuations given the higher multiples for waste-to-energy...
674 Views