HSBC Reaffirms Their Buy Rating on CLP Holdings (CLPHF)

TipRanksJul 4 08:26 · Ratings

HSBC Research upgrades Power Assets (00006.HK) to 'Buy' rating; prefers CK Infrastructure Holdings (01038.HK) as top pick

HSBC Global Research noted in a report that following the sales of their UK electricity grid and UK rail assets, CK Infrastructure Holdings (01038.HK) and Power Assets Holdings (00006.HK) have significantly strengthened their balance sheets, creating opportunities for meaningful acquisitions to drive growth and/or the payment of special dividends. The bank estimates that net cash for CK Infrastructure and Power Assets will amount to 24% and 42%, respectively, of their equity values. The bank believes inflation-linked adjustments will accelerate medium-term earnings growth from regulated assets, particularly in the UK and Australia, where both the regulatory asset base and allowed revenues rise with inflation. This is further supported by higher allowed rates of return following recent regulatory resets.

AASTOCKSJul 3 11:53

CLP has submitted a proposal to the government regarding Hong Kong's Five-Year Plan.

CLP Group stated that it fully supports the Hong Kong Special Administrative Region Government’s efforts in formulating the Hong Kong Five-Year Plan. It has submitted a proposal to the government, offering concrete recommendations across seven key focus areas, contributing its expertise and experience in power generation to support Hong Kong’s high-quality development. Having been rooted in Hong Kong for over 125 years, CLP has consistently supported the government’s policy objectives and socio-economic development. Against the backdrop of major trends—including national security, the digital economy, decarbonization and energy transition, and the global race for computing power—power sector planning should be elevated to the status of 'strategic economic infrastructure' to align with the nation’s new energy security strategy. Early collaborative planning between the government and the power industry, incorporating power development into long-term strategic frameworks, will help balance development priorities

AASTOCKSJul 2 18:00

CICC: SiC to the left, GaN to the right—third-generation semiconductors emerge as the inevitable solution for high-voltage architectures in data centers

Abstract: Amid evolving power supply solutions for data centers, the SiC/GaN industry is poised to benefit significantly, potentially unlocking substantial market opportunities. Against the backdrop of rising power density in data center computing chips and increasingly stringent requirements for energy conversion efficiency, third-generation compound semiconductors—SiC and GaN—are expected to gradually replace silicon-based power semiconductors on both the server room and server rack sides, leveraging their inherent physical advantages. Our estimates suggest that by 2030, a single MW of data center capacity could require approximately 10,000 SiC devices and 21,000 GaN devices, corresponding to a per-MW value of USD 220,000 and USD 49,000, respectively.

CICC InsightsJul 1 09:31

CLP Power has launched a three-month special fuel cost rebate.

Heightened geopolitical tensions in the Middle East are affecting global energy supplies and fuel costs. Today (26th), CLP Power Hong Kong announced a three-month "Special Fuel Cost Rebate" for eligible residential customers from August to October this year, aimed at alleviating the impact of volatile fuel prices on low-income households and helping them reduce living expenses. The rebate will be funded from the CLP Community Energy-Saving Fund, with an estimated total value of approximately HK$80 million to HK$90 million. Lo Ka-chun, Chief Executive of CLP Power Hong Kong, stated that the special rebate is intended to provide immediate relief to grassroots families, particularly during the sweltering summer months, assisting them in reducing

AASTOCKSJun 26 15:36

Zhitong HK Stock Investment Diary | June 15

Hong Kong Stock Investment Journal | June 15, 2026

Zhitong FinanceJun 15 00:00