REAL-TIME GLOBAL RESEARCH
1Q: Better than expectations; crude supply comfortable, sourcing costs elevated
Research evidence excerpt
1Q: Better than expectations; crude supply comfortable, sourcing costs elevated
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APR - Energy Coverage Cluster
Investment rating Company BofA Ticker Bloomberg symbol Analyst
BUY
China Shenhua CUAEF 1088 HK Matty Zhao
China Shenhua XCUAF 601088 CH Matty Zhao
COSL CHOLF 2883 HK Yiming Wang
COSL XCNRF 601808 CH Yiming Wang
Dongfang Electric DNGFF 1072 HK Peter Wang
Dongfang Electric XDNFF 600875 CH Peter Wang
Formosa Plastics FSAPF 1301 TT Sun Jung Lee
GAIL Limited XGLAF GAIL IN Bharat Subramanian
GAIL Limited GAILF GAID LI Bharat Subramanian
GS Holdings GSHDF 078930 KS Sun Jung Lee
Indorama Ventures Public Company Limited INDMF IVL TB Komsun Suksumrun
Indraprastha Gas XTNFF IGL IN Bharat Subramanian
Kehua Data XXLAF 002335 CH Matty Zhao
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