M UpdateChina Energy | Asia Pacific4Q Preview: Watching DPS and FCFMarket concerns over the retrospective new resource tax are overdone, in our view. We expect PetroChina's 2023 net profit to grow 7% YoY, with the best FCF generation among the big three; the other two are likely to see declinin...

时间:2025-05-21 12:39栏目:农业

ab10 January 2024Global Research and Evidence LabASEAN UtilitiesAPAC Focus: The 500GW clean-energy journey We examine three key steps in the ASEAN journey from 50GW of renewable energy now to 500GW by 2050: 1) the coal plant bottleneck, but potential early retirements; 2) grid infrastructure upgrade...

时间:2025-05-15 17:04栏目:电力

M IdeaEnergy | Europe2024 Outlook: Two to Own; Three to Avoid; Sector back to 'In-Line'Morgan Stanley & Co. International plc+Martijn Rats, CFAEquity Analyst and Commodities Strategist Martijn.Rats@morganstanley.com +44 20 7425-6618 Sasikanth Chilukuru, CFAEquity Analyst Sasikanth.Chilukur...

时间:2025-05-14 13:00栏目:电力

BofA Securities does and seeks to do business with issuers covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making t...

时间:2025-05-14 11:54栏目:电力