bullish

CGN New Energy Holdings: Character Building

370 Views27 Nov 2022 11:44
SUMMARY
  • A "valuation system with Chinese characteristics" has the media, ostensibly, discussing whether this implies a premium for SOEs and companies aligned with national goals.
  • In early 2020, SOE-backed clean energy play CGN New Energy Holdings (1811 HK) was subject to a potential privatisation from its parent; but it failed to materialise.
  • During the 14th and 15th Five-Year Plans (2021-30) period, China's installed capacity for wind and solar power is expected double.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
David Blennerhassett
Pan-Asia Catalysts/Events
Quiddity Advisors
EquitiesEvent-Driven
x