30/09/2010 15:49 [I-bank focus] HK emission goals to benefit HKE & CLP Nomura said the HK government's proposal to boost the share of gas and nuclear power to 40% and 50% by 2020, from 23%, should benefit HKE (00006) and CLP (00002), given the added capex needed for transmission and generation, particularly for HKE as it should see a big shift in its fuel mix. The house expects that most of the positive earnings impact will be realised in the next capex plan (2013-18). (KL) |
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aus der Diskussion: | CLP Holdings - asiatischer Stromversorger mit 4%+ Div.rendite |
Autor (Datum des Eintrages): | R-BgO (30.09.10 13:36:46) |
Beitrag: | 4 von 24 (ID:40239707) |
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