AI and compute of the future is all about power - I mean energy

Undervalued Energy Companies in Hong Kong and perhaps Europe

Based on recent analyses from 2025, several energy companies in Hong Kong and Europe are considered undervalued, particularly in renewables, nuclear, and gas sectors. These assessments often use metrics like price-to-earnings ratios, cash flow estimates, and market forecasts. Below is a summary of notable examples, focusing on those highlighted as underpriced relative to their fundamentals. Note that market conditions can change rapidly, and this is not investment advice—valuations are as of the referenced publication dates in 2025, prior to the current date of October 12, 2025.

Hong Kong-Listed Energy Companies

Hong Kong's energy sector features undervalued players in renewables, charging infrastructure, and natural gas, driven by growth in clean energy transitions and urban gas distribution.

• China Resources Power Holdings (836.HK): This renewable energy firm reported strong first-half 2025 earnings, with EPS beating expectations, yet it's seen as undervalued compared to peers in the Hong Kong renewable industry. Analysts note its potential for growth in wind and solar projects, with forecasts suggesting undervaluation based on dividend yields and insider buying signals.
• Titan Energy Technology (2188.HK): Specializing in EV charging equipment and power devices, this company is undervalued due to its role in electric vehicle infrastructure expansion. Founded in 1992, it focuses on R&D in DC products and grid monitoring, with market caps implying underpricing amid rising EV adoption in Asia.
• Xin'ao Energy (02688.HK): As a leading city gas distributor, it's considered an undervalued dragon in natural gas sales, operating 260 projects across 21 provinces and serving over 30 million households. Its 2023 retail gas volume represented a significant share of national consumption, with analysts pointing to low valuations relative to revenue growth potential.
• Kunlun Energy (135.HK): This international energy firm, controlled by China Petroleum, is undervalued in natural gas storage and transportation. It shifted focus post-2008 to gas exploration and sales, with current pricing not fully reflecting its asset base and energy transition role.

Other mentions include solar firms like Xinte Energy and GCL New Energy from older lists, but recent data emphasizes the above due to 2025 growth forecasts.

European Energy Companies

Europe's market shows undervalued opportunities in nuclear and broader energy stocks, influenced by energy security concerns and shifts away from Russian supplies. However, specific names are less detailed in available analyses, often grouped by sector.

• Nuclear Energy Stocks (General Sector): European nuclear concepts are viewed as the most undervalued energy source for the next decade, driven by geopolitical needs for secure supplies post-Russian gas disruptions. Companies in this space are underpriced due to policy tailwinds and supply chain strategies, with growth potential in reactor tech and uranium-related firms.
• Undervalued European Stocks (Unnamed Examples): Three European stocks were estimated as undervalued in October 2025, based on discounted cash flow models and earnings forecasts. These are in energy and industrials, trading below fair value amid market volatility, with opportunities in infrastructure and renewables.
• Broader European Performers: Several European energy and industrial stocks are crushing benchmarks while remaining cheap, benefiting from fiscal tailwinds and undervalued sectors like infrastructure. Asian-European crossovers, such as those in tech-enabled energy (e.g., solar), are also noted as underpriced.

Key Considerations

Undervaluation is often tied to factors like earnings growth (e.g., 41% annual forecasts for some Asian energy stocks), global market shifts, and energy transitions. For Europe, focus on nuclear and infrastructure amid 2025 outlooks. Investors should monitor geopolitical risks, as these can affect pricing. Always verify current valuations with professional advice, as data here is from sources up to early October 2025.