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China Longyuan Power (916 HK)
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151
Analysis
Utilities
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China
China Longyuan Power Group Corp Ltd designs, develops, manages, and operates wind farms. The Company also sells the electricity generated by the wind farms.
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bullish
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Thematic (Sector/Industry)
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02 Jun 2022 08:33
Roundup of Government Economic Supportive Policies: Key Winners
We expect the government economic supportive policies released in the last few days to drive the infrastructure, new energy, consumer discretionary...
Osbert Tang, CFA
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218 Views
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bearish
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Thematic (Sector/Industry)
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23 May 2022 09:52
Utilities: Record Underweight as Active Managers Exit
Utilities ownership among Asia Ex-Japan funds has fallen to its lowest levels on record. Average fund weights stand at an all-time low of 0.98%,...
Steven Holden
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284 Views
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bullish
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China Longyuan Power
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12 May 2022 08:10
China Longyuan (916 HK): On Your Mark, Get Set, Go!
Longyuan should see better growth prospects in the rest of the year with drivers from improvement in utilisation hours, increase in capacity,...
Osbert Tang, CFA
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323 Views
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bullish
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Xinjiang Goldwind Science & Technology
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27 Apr 2022 13:12
Xinjiang Goldwind (2208 HK): Key Takeaways from 1Q22 Call
Goldwind has cost management initiatives to counter margin contraction and its overseas backlog has witnessed good growth. Strategic disposal of...
Osbert Tang, CFA
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281 Views
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bullish
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Xinjiang Goldwind Science & Technology
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29 Mar 2022 08:15
Xinjiang Goldwind (2208 HK): Positive Messages from Post-FY21 Call
WTG is set for a 30% growth in capacity delivery in FY22, offsetting the impact of lower margin. Both power servicing and wind farm development...
Osbert Tang, CFA
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274 Views
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