Longyuan Power / 龙源电力

Longyuan Power appears alongside Datang Renewable Power / 大唐新能源 in vol.104.普通人港股完全生存指南 | 串台三点下班. The episode uses it as part of the 2020 renewable-operator rerating story: when subsidy and cash-flow pessimism eased and related state-owned renewable assets were being privatized or reassessed, depressed valuation could repair sharply.

Connections

• Datang Renewable Power / 大唐新能源 — paired source case.
• Hong Kong Triple Rerating, Investment Catalyst, and Value Trap — rerating and cheapness context.
• Hong Kong Market Structure — Hong Kong-specific valuation repair and relapse risk.
• [[DavidWeng|大卫翁]] — speaker who discusses the trade.