Datang Renewable Power / 大唐新能源
Datang Renewable Power is one of [[DavidWeng|大卫翁]]’s successful Hong Kong valuation-repair cases in vol.104.普通人港股完全生存指南 | 串台三点下班. He says he bought it in 2020 when the market was very pessimistic about renewable-operator subsidy arrears and cash flow, then saw PB repair from depressed levels before selling as valuation normalized.
Connections
- Hong Kong Triple Rerating — valuation and business-expectation repair context.
- Value Trap and Investment Catalyst — cheapness only worked because the pessimistic assumptions had a repair path.
- Longyuan Power / 龙源电力 — paired renewable-operator example.
- Hong Kong Retail Investor Survival — source frame for taking profits after repair.