We recommend taking profits on China Power utilities post >5% outperformance YTD (IPPs: flat, HSCEI: -5%). We believe tailwinds from lower coal prices are likely priced-in with strong rebound in 1H23 earnings. Yet, margin may be at risk on potential tariff cut next year, as the IPPs may reset the power contracts with lower tariff from 1Q24 amid a sluggish economy and subdued coal prices. Also, utilization hou...
Investment Highlights: 1. Profit for Q1 2023 reached RMB 2.25 billion, up by 335.3% YoY: In Q1 2023, the company achieved a revenue of RMB 65.27 billion, an increase of 0.03% YoY, and a net profit of RMB 2.25 billion, an increase of 335.30% YoY, with a basic earnings per share of RMB 0.10. Coal power generated a slight loss of RMB 70 million in Q1, while wind power and sola...
Hong Kong equities' performance was further hampered by headwinds emerged between the end of Chinese New Year and late March, including strengthening expectations for monetary tightening in overseas countries and concerns over the liquidity risks of European and US banking systems, CITIC Securities illustrated in a report. The broker believed 2Q23 will be the best quarter for Hong Kong sto...
$華能国際電力(00902.HK)$People are very concerned about this problem. First, what are the market expectations? As far as we know, although we know that the price of electricity is inevitable, but the time point, form and range of price increases are completely without expectations, can also be said to be expected chaos. Therefore, the floating limit of 20% in the policy and the trading price of high energy consuming industries are not limited, which exceeds the market expectation.
Huaneng Power International,Inc.に関するコメント
There was HKD356.5 million, HKD55.7 million and HKD23.4 million Southbound Trading net outflow from $テンセント(00700.HK)$ , $小米集団(01810.HK)$ and $華能国際電力(00902.HK)$ .
For $SH->HK コネクト(GangGuTong.HK)$ , $中国海洋石油(00883.HK)$ was...
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For $SH->HK コネクト(GangGuTong.HK)$ , $中国移動(00941.HK)$ was the most active stock with highest net inflow of HKD205.2 million, while $華能国際電力(00902.HK)$ was the m...
1. Profit for Q1 2023 reached RMB 2.25 billion, up by 335.3% YoY:
In Q1 2023, the company achieved a revenue of RMB 65.27 billion, an increase of 0.03% YoY, and a net profit of RMB 2.25 billion, an increase of 335.30% YoY, with a basic earnings per share of RMB 0.10. Coal power generated a slight loss of RMB 70 million in Q1, while wind power and sola...
There was HKD210.1 million, HKD127.6 million and HKD106.1 million Southbound Trading net outflow from $中芯国際(00981.HK)$ , $華能国際電力(00902.HK)$ and $中国移動(00941.HK)$ .
For $SH->HK コネクト(GangGuTong.HK)$ ,Tencent was the most active stoc...
The broker believed 2Q23 will be the best quarter for Hong Kong sto...
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