Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Late March, SOE-backed power play <strong><a href="https://www.smartkarma.com/entities/china-resources-power-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:5385:1" rel="noopener">China Resources Power Holdings Co Ltd. (836 HK)</a></strong> announced it intends to spin off its energy unit via an A-share listing. </li>
<li>Shares gained 4.9% on the news - gains which were promptly given back over the ensuing fortnight.</li>
<li>Renewable energy profits have been the driving force behind CRP's bottom line strength the last two years. But how best to assign a value to the remaining loss-making thermal ops? </li>
</ul>


Late March, SOE-backed power play China Resources Power Holdings Co Ltd. (836 HK) announced it intends to spin off its energy unit via an A-share listing. 
Shares gained 4.9% on the news - gains which were promptly given back over the ensuing fortnight.
Renewable energy profits have been the driving force behind CRP's bottom line strength the last two years. But how best to assign a value to the remaining loss-making thermal ops? 


CR Power (836 HK): Upside From Clean Energy Spin-Off

China

Jiangsu Akcome Science & Technology Co. Ltd produces solar accessories. The Company's main products include solar frame, EVA film, and mounting bracket. Akcome also provides services for solar industry.

Jiangsu Akcome Science & Technlgy (002610 CH)

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CR Power (836 HK): Upside From Clean Energy Spin-Off

CRP is not trading rich to peers. On balance, and on the expectation we see additional newsflow on the spin-off, CRP should outperform its IPP peers.

David Blennerhassett