Kunlun Energy (135 HK): The Most Solid Play
Kunlun Energy reports 2.6% profit growth in 1H24. Natural gas sales margin contracted YoY but recovered HoH, while other businesses saw margin...
478 Views
China Gas Holdings (384 HK): Worth a Bet Now
There are rooms for good dollar margin recovery, unit sales rebound and improvement in free cash flow in FY24. Spin-off of value-added services is...
743 Views
Merger Arb Mondays (15 Dec) - Toyota Ind, Makino, Raksul, Pacific Ind, Jinke, Meilan Airport, NSR
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
666 Views
Merger Arb Mondays (08 Dec) - Makino, Pacific Ind, Jinke, ENN Energy, Qube, NSR, Predictive Disc
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
499 Views
Merger Arb Mondays (01 Dec) - AUB, Qube, NSR, Dongfeng, ENN, Jinke, ANE, Canon Electronics, Low Keng
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
357 Views