ENN Energy (2688 HK): Concerns on Margin Squeeze, Key Takeaways from Post-Result Call
ENN's has a healthy 1H21 but the concerns are the slow growth in retail gas segment and the sharp contraction in margin. With 45% YTD rally and at...
185 Views
ENN Natural Gas - Tear Sheet - Lucror Analytics
We are initiating coverage on ENN Natural Gas, with a "Hold" recommendation on the VEYONG 3.375 2026 Notes. We view ENN Natural Gas as “Medium...
74 Views
Kunlun Energy (135 HK): Updated Financial Projections Point to Still Very Undemanding Valuations
Our updated financial projections, referencing its valuation relative to peers, point to the fact that there is still very significant upside...
326 Views
Kunlun Energy (135 HK): A Fantastic 1Q21 at Kunlun Gas
Kunlun Energy's most important unlisted subsidiary Kunlun Gas achieved net profit growth of 42.9% in 1Q21, and this is an impressive start for the...
333 Views
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...
281 Views