Recent Pullback on Gas Utilities Presents a Good Opportunity to Accumulate Undervalued Stocks
The share prices of China Gas Holdings (384 HK), or CGH; China Resources Gas (1193 HK), or CRG; and Enn Energy Holdings (2688 HK), or ENN, have...
395 Views
CRG (1193 HK): Beneficiary of China’s Shift to Gas
Good risk-adjusted price momentum, earnings on an upcycle trend, and low correlation relative to its sector As the largest distributor of natural...
394 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
359 Views
Interesting Stocks to Consider in Asia
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
468 Views
Unification of City-Gate Prices Has Muted Impact on City Gas Operators; Positive for PetroChina
We think the National Development and Reform Commission’s, or NDRC’s, decision to unify residential and nonresidential city-gate prices will have...
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