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China Longyuan Power (916 HK)
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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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28 Feb 2022 08:20
Russia-Ukraine War: Longer Term Implications for China Utilities and Energy
We should not overlook the potential long term impact of the Russia-Ukraine war on the Chinese utilities and energy companies as we find some...
Osbert Tang, CFA
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264 Views
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bullish
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Thematic (Sector/Industry)
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24 Feb 2022 04:21
China & HK Utilities: Safehaven Comes in to Play
China Utilities stocks are lightly held, underweight and underowned in active China portfolios. However, recent fund activity shows an turnaround...
Steven Holden
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189 Views
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bullish
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China Three Gorges Renewables
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09 Feb 2022 08:26
China Three Gorges Renewables (600905 CH): Good, and Better Is Coming
CTGR's pre-announced FY21 result beats market expectations, and FY22 beyond will be fuelled by more new capacity completion, particularly from...
Osbert Tang, CFA
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231 Views
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bullish
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Guodian Technology & Environment Group
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25 Jan 2022 03:54
Guodian Tech’s Privatisation Offer
Guodian Tech announced a privatisation offer from China Energy at HK$1.08 per H share, a 47.59% premium to last close. The offer is attractive in...
Arun George
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196 Views
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bullish
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China Longyuan Power
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12 Jan 2022 07:07
China Longyuan (916 HK): The Trend Is Your Friend
Good generation trend is positive, particularly a sharp improvement in other renewables. SASAC's latest SOEs energy targets and a step closer to...
Osbert Tang, CFA
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315 Views
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