China Longyuan (916 HK): Good Apr Generation and Implications of China Three Gorges Renewables IPO
Apr stayed as a positive month for Longyuan with 22.8% generation growth. We also see CTGR's upcoming IPO to establish a good comparable and...
272 Views
China Three Gorges Renewables (600905 CH) A-Share IPO: Set for Late-May and Thoughts on Valuations
We think IPO multiples of CTGR are inexpensive relative to growth prospects and peer valuations. Its gigantic market cap of Rmb75.7bn (on IPO...
273 Views
Global Clean Energy Index: 52 Adds, 55% Index Turnover, US$12bn to Trade
There are 52 additions to the S&P Global Clean Energy Index. One-way turnover is nearly 55% and the ETF benchmarked to the index will need to trade...
1k Views
Global Clean Energy Index: All Proposals to Be Implemented; 48% One-Way Turnover
S&P will implement all proposals of the market consultation at the close on 16 April. This will create trading opportunities. One-way turnover is...
548 Views
EM Utilities: Bailing Out
With continued underperformance of the MSCI EM Utilities sector, EM managers must question whether Utilities stocks have a place in EM portfolios...
232 Views