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Is China Resources Power Holdings Company Limited (HKG:836) Trading At A 33% Discount?
CHINA RES POWER (00836) subsidiary plans to issue up to 2 billion in medium-term notes.
CHINA RES POWER (00836) announced that its wholly-owned subsidiary CHINA RES POWER Investment Co., Ltd. will...
[Brokerage Focus] Morgan Stanley upgraded China's Consumer Industry to 'Neutral' and downgraded the Information Technology Sector to 'Neutral'.
Jinwu Financial News | Morgan Stanley's Research Reports indicate an upgrade of China's Consumer Industry to "Neutral" and adds Kweichow Moutai (600519) and CHINA RES POWER (00836) to the watch list. At the same time, the information technology Sector is downgraded to "Neutral" to reflect tariff uncertainties as well as heightened risks in Global macro growth and risk Assets, while A-shares demonstrate greater resilience in a comparable historical context. Morgan Stanley suggests choosing Moutai due to its highly predictable fundamentals, benefiting from potential domestic Consumer stimulus measures, and showing limited downward space in its price-to-earnings ratio. The active Bids from China's "national team" also indicate liquidity support.
[Brokerage Focus] CITIC SEC points out that Hong Kong stocks are undervalued in green energy, with valuations having a margin of safety and the expectation for policy improvement.
Jinwu Financial News | According to CITIC SEC Research Reports, from January to February 2025, the overall electricity consumption is expected to grow by 1.3% year-on-year, with a modest growth rate mainly due to warmer winter temperatures and the high base effect from last year's leap year. The growth rate of electricity consumption in the secondary and tertiary sectors, as well as residential use, has all decreased month-on-month; the growth rates in high-energy-consuming regions and coastal areas have both slightly declined. On the supply side, investments in thermal and Nuclear Power have significantly accelerated, while the power grid has continued the strong growth trend seen since 2024, with investment amounts showing a year-on-year growth rate of 33.5%; compared to 2024 data, investments in thermal and Nuclear Power have notably accelerated, but the overall growth rate of power source investments has slowed.
Trending Industry Today: CGN POWER Leads Losses In Electric Utilities Stocks
Trending Industry Today: CHINA LONGYUAN Leads Losses In Green Energy Stocks
