Toshiba: Toshiba Next Plan Looks Sensible, No Major Surprises on Buyback but Clarity Pushes Stock Up
Overall, Toshiba Next Plan Looks Sensible Though We Feel Sales May End Up Lower We believe that the Toshiba Next Plan is "about right". The targets...
538 Views
China Oil & Gas Demand
Above-Consensus Forecasts for Medium-Term Growth, but Electric Vehicles Loom Large for OilConsensus is missing the boat on China’s medium- and...
325 Views
Last Week in Event SPACE: WorleyParsons, Clarion, Healthscope, Idemitsu/Showa, Intu, Mazda, Orion
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) investors who were bullish at 23x earnings should be more bullish a bigger, better...
421 Views
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
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...
92 Views