Raising BEH's FVE to HKD 58.00 on Strong Winter Gas Demand; Shares Remain Undervalued
We raise our fair value estimate for Beijing Enterprises Hldgs (392 HK), or BEH, to HKD 58.00 per share from HKD 56.00 to reflect stronger natural...
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Beijing Enterprises Holdings Is Gas Good as It Gets
Chinese utility conglomerate Beijing Enterprises Hldgs (392 HK) is one of our Best Ideas. We think the market has discounted BEH too severely on...
222 Views
StubWorld - Set-Up & Unwind Extremes (16 Aug 2017)
This week I briefly look at recent bifurcations in Beijing Enterprises Hldgs (392 HK) and First Gen Corporation (FGEN PM), amongst others. These...
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Higher Associate Income Sees 15%-20% Upside to Our 2017 Forecast, BEH Shares Remain Undervalued
We maintain our fair value estimate of HKD 56.00 for narrow moat-rated Beijing Enterprises Hldgs (392 HK), or BEH, ahead of its interim results due...
148 Views
Sector Capsule: Beer in Hong Kong, China
Headlines Beer grows by 2% in total volume terms in 2016 to reach 167 million litres Imported lager continues to outperform domestic lager in terms...
287 Views