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Oil prices have risen for five consecutive times, Energy stocks lead the rise in U.S. stocks. What is the market anticipating?
The rise in oil prices is mainly due to the market's expectation of the Trump administration's upcoming sanctions against Iran, Venezuela, and Russia, which will lead to a reduction in Global Crude Oil Product supply, causing Energy Stocks to strengthen and become the stocks with the largest increase this week.
Hong Kong stocks are moving differently | Petroleum stocks are collectively rising as the cold wave in the USA drives Crude Oil Product fluctuations upwards. Institutions continue to be Bullish on the long-term value of the "three major oil companies."
Petroleum stocks collectively rose, as of the time of publication, China Oilfield Services (02883) increased by 3.2%, reaching 7.1 Hong Kong dollars; Sinopec (00386) rose by 2.51%, reaching 4.49 Hong Kong dollars; CNOOC (00883) increased by 1.971%, reaching 19.22 Hong Kong dollars.
Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.
The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.
Express News | The State-owned Assets Supervision and Administration Commission: Establish a solid scientific Market Cap management concept to better maintain Capital Markets stability.
Ignoring OPEC+'s decision to postpone production cuts, Kazakhstan still plans to increase its oil production by 2025.
Kazakhstan insists on increasing its oil production next year, which may further exacerbate tensions with its OPEC+ partners.
Reemphasizing the Market Cap management of central state-owned enterprise listed companies! In the Hong Kong stock market, the Concept of valuation generally recovers, with China United Network Communications rising nearly 3%.
① What bullish policies for dividend stocks have been announced in the market since the beginning of this year? ② How do institutions view the current dividend stocks?