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...
393 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...
87 Views
Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
208 Views
EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
317 Views
City-Gate Price Cut Reaffirms Our Positive Outlook On Gas Distributors; Neutral On Midstream Players
We believe the recent cut of CNY 0.10 per cubic meter in the city-gate price effective Sept. 1 for non-residential users is a positive development...
141 Views