HSCEI Dividends - Index Review Could Lower Fair Value
Since we published our earlier Insight, the HSCEI dividend futures expiring in December 2020 have moved up 4.1% mainly driven by strong Q3 results,...
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HSCEI Rebalance Preview - March 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q4 review of the Hang Seng Family of Indexes on 21 February...
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Kunlun Energy (135 HK): No Immediate Impact from National Pipeline Company
The official formation of the China Oil & Gas Piping Network Corporation (COGPNC) today marked an important step in reshaping the operating...
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Kunlun Energy (135 HK): Deep Dig into Valuation
Following our initial note on Kunlun Energy (135 HK), we are taking a further look on its gas sales business and relative valuations. While Kunlun...
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Kunlun Energy (135 HK): Deserves a Gas Utilities Valuation?
Kunlun Energy (135 HK) has been gradually increasing its focus on downstream natural gas sales business, from previously on upstream exploration...
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