China Gas Holdings (384 HK): Placement, Hydrogen Energy, LNG Terminal and Unicom/Sinopec Co-Ops
We are not too negative on the new share placement by China Gas. We think the recent strategic and operational initiatives position it well in the...
286 Views
China Gas Placement - Deal Size Is Similar to Last Placement but Dynamics Are Different
China Gas Holdings (384 HK) is looking to raise around US$1.5bn via a top-up placement. This is the fourth placement for the company since 2019.
354 Views
Kunlun Energy (135 HK): Key Takeaways from Post-Result Call
Kunlun's post-result call suggested a stable growth expectation for FY21, and we estimate 25-28% growth. There will be more involvement in new...
264 Views
Kunlun Energy (135 HK): Quick Update on FY20 Result And, More Importantly, Special Dividends
Kunlun has a good FY20 with better than expected natural gas sales profitability. It also declared special dividends from the pipeline and Dalian...
315 Views
ENN Energy (2688 HK): Well Justifies the Premium; and Management Guides for a Better FY21
ENN Energy logged an impressive earnings acceleration in 2H20 and management suggested that FY21 will also be a nice one on good gas volume and...
194 Views