Woodside, page-576

If you visited China more than 40 times in the last 20 years, then at least you should have a grasp of their cost structure relative to Australia. Especially for the dominant oil/gas production companies. Especially as you want to comment on this thread.

And given the frequency of your visits, you should have also gained insights into their better ability to arbitrage on oil/gas input costs.

From memory China doesn't seem too hot on Australia. but they are doing plenty of deals elsewhere.

Plus there listed 3 majors are priced much more conservatory. And yes I am expecting near 10%dividend yields on these through Hong Kong.