A-H Premium Weekly (Aug 23rd):Huaneng Power, Goldwind, RemeGen, CanSinoBIO, Hua Hong Semi
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huaneng Power, Goldwind, RemeGen, CanSinoBIO, Hua Hong Semi,...
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Quarterly Tracker - Q1FY25: Input Cost Benefits Consumed
Performance of coverage companies in Q1FY25 clearly reflected that benefits of soft input costs are over and PAT growth (ex-OMCs) has largely...
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Mahanagar Gas: Volume Growth Picking Up, Maintain Buy
The Mahanagar Gas (MGL) stock price has rallied ~43% and outperformed the Sensex by ~34% in the last 3M. We expect strong volume growth to continue...
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Genesis Energy - The Only Way Is Up — FY24 Result
Its Unit 5 gas generation plant suffered a six month outage, the Kupe KS-9 well was unsuccessful, and FY24 followed a record hydro generation year.
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Mercury - Holding on to a Taniwha Tail — FY24 Result
MCY is being exposed to tail risks not seen in the market since 2008, with the extreme market conditions impacting MCY’s 1Q25 performance.
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