China Coal Power Utilities_ How to Position amid Declines in Power Tariffs and Coal Prices
2025-03-16 14:52
March 12, 2025 09:00 PM GMT China Coal Power Utilities | Asia Pacific How to Position amid Declines in Power Tariffs and Coal Prices Sharp declines in coal prices raising earnings expectations for coal IPPs after trading down in recent months on power tariff concerns. While HNP is better positioned with more market coal and fewer tariff declines, we see more upside potential for CRP given healthy dividend yields. Coal power tariff declines already priced in: We think China IPP stocks' de-rating since Octobe ...