In today’s briefing:
- Quiddity Leaderboard CSI All Share Semiconductors Jun25: Final Expectations
- Gensol Engineering Scandal: Our AI System Saw This Coming
- Itochu Enex (8133 JP): Full-year FY03/25 flash update
- Southern Energy Corp. (SOUC LN/SOU CN): Reserves resilient to low US gas prices
Quiddity Leaderboard CSI All Share Semiconductors Jun25: Final Expectations
- CSI All Share Semiconductors & Semiconductor Equipment Index represents the largest and most-liquid stocks in the Semiconductor Industry Group from the Shanghai, Shenzhen, and Beijing Exchanges.
- In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2025.
- We expect up to four ADDs and six DELs for the CSI All Share Semiconductors index during this index review based on the latest available data.
Gensol Engineering Scandal: Our AI System Saw This Coming
- Indian regulator barred Gensol Engineering’s founders for alleged fund diversion, causing a 90% stock plunge
- Unusual growth and poor governance were flagged in Gensol’s accounts by Transparently’s AI system
- Transparently’s “F” risk rating would have likely steered investors away from Gensol.
Itochu Enex (8133 JP): Full-year FY03/25 flash update
- In FY03/25, Itochu Enex reported JPY924.5bn sales revenue (-4.0% YoY), JPY26.9bn operating profit (+14.0% YoY), JPY17.1bn net profit (+23.2% YoY).
- For FY03/26, Itochu Enex forecasts JPY24.5bn operating profit (-2.0% YoY), JPY26.3bn pre-tax profit (+1.2% YoY), JPY16.0bn net profit (+3.2% YoY).
- Itochu Enex’s ENEX2030 plan targets JPY16.0bn net income annually, JPY38.0bn net operating cash flow, 9.0% ROE, JPY50.0bn investments.
Southern Energy Corp. (SOUC LN/SOU CN): Reserves resilient to low US gas prices
- • Southern achieved production of 2,259 boe/d in 4Q24, close to with our forecasts of 2,192 boe/d.
- The YE24 working capital deficit of US$24.9 mm also met our expectations.
- • YE24 1P and 2P reserves were estimated at 12.7 mmboe and 27.9 mmboe, respectively.
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