China Longyuan (916 HK): Things Aren't that Bad
Longyuan has achieved good generation in 2M21, suggesting excellent underlying demand. The recent weakness in share price has largely discounted...
Beijing Jingneng (579 HK): This Is A Buy
If it does not go through, the downside should be limited. And current valuations are not demanding - 8.8x PER on an LTM basis. I would buy...
China Longyuan (916 HK): Record-Breaking Jan, and Strategically Positioned for the Long Term
China Longyuan has a strong Jan generation with 50.8% YoY growth in wind generation. We expect it to benefit from China's clean energy initiatives...
China Everbright Environment (257 HK): Compelling Story yet to Fully Appreciate
China Everbright Enviornment continued to demonstrate strong capability to secure new projects and it will also benefit hugely from the...
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