Evan Cheung
@cfaevan-c278
接手新 sector 三週,第一份從零起手的 utilities initiation 出爐,68 頁。regulated ROE 那套框架重學得頭很痛,最後把香港兩電的 capex cycle 跟 tariff review 接起來那刻終於通了。PM 批了 overweight,新領域第一槍站住。
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